Tableau Desktop Fundamentals

Master the art of data visualization with our Tableau Desktop Fundamentals course, crafted for data-driven professionals eager to translate raw data into compelling insights.

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Essential Skills Gained

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Understand Tableau's key features and navigation.

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Connect and manage various data sources effectively.

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Create and customize a wide range of data visualizations.

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Design interactive dashboards for enhanced decision-making.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • Data Analysts
  • Project Managers
  • Operations Staff
  • Business Intelligence Professionals

Description

Tableau Desktop Fundamentals gives you the hands-on experience you need to start building clear, useful data visuals with confidence. Tableau is one of the most trusted tools for exploring data, answering real business questions, and sharing insights in a way that actually gets used. If you are new to Tableau and want a practical, engaging way to learn the tool while building skills you can use right away, this course is designed for you. Led by a live expert, this class is focused on doing—not just watching. You will spend over half your time working through real-world projects that help you build charts, maps, and dashboards from the ground up. Along the way, you will learn how to shape your data, apply filters, create calculated fields, and organize your results so they are clear, focused, and ready to share. Each activity is designed to reflect the kind of questions and tasks you face on the job, so you can start applying what you learn immediately. By the end of the course, you will be able to create polished, interactive dashboards that help your team make better decisions. You will know how to take raw data and turn it into something meaningful, visual, and easy to explore. This course helps you build real Tableau skills that support business reporting, analysis, and day-to-day communication. No previous experience with Tableau, reporting tools or data visualization is required. NOTE: The Tableau Training Series is independent-format training that can be tuned and adjusted to best meet your needs. Our materials are flexible, comprehensive, and are always instructed by a senior instructor with a deep understanding of Tableau and its most current features, benefits and functionality in a wide array of uses. This is not Official Tableau Training.

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Upcoming Course Dates

August 11-12, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Enroll

$1695

August 11-12, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Enroll

$1695

October 14-15, 2025

10:00 AM - 6:00 PM

Virtual: Online - US/Eastern

Enroll

$1695

Course Outline

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Getting Started with The Tableau Environment

  1. Tableau Products

  2. What is a Data Visualization?

  3. The Viz

  4. The Start Page

  5. The Tableau Interface

  6. Workbooks and Sheets

  7. Navigating Workbooks and Sheets

Connecting to Data

  1. The Role of Data in Tableau

  2. Static vs. Live Data Sources

  3. Types of Data Sources

  4. Establishing a Data Connection

  5. Editing a Data Source

  6. Data Source Page

  7. Data Grid vs. Metadata Grid

  8. Refreshing a Data Source

  9. What Happens When You Connect to Data?

Creating a Visualization

  1. The Data Pane

  2. Data Types

  3. Changing Data Types

  4. Dimensions and Measures

  5. Tableau-Generated Fields

  6. Understanding Dimensions

  7. Understanding Measures

  8. Searching for a Field

  9. Understanding Shelves

  10. Building a View

  11. The View Area

  12. What is Show Me?

Saving, Publishing, and Sharing

  1. Saving Visualizations

  2. Publishing Visualizations

  3. Saving Data Sources

  4. Location of Saved Data Sources

  5. Publishing Data Sources

Chart Types and Uses

  1. Tabular Data (Crosstabs or Pivot Tables)

  2. Pie Charts

  3. Line Charts

  4. Bar Charts

  5. Heat Maps (Density Maps)

  6. Highlight Tables

  7. Treemap Charts

  8. Gantt Charts

  9. Bullet Graphs

  10. Scatterplots

  11. Types of Correlation

  12. Outliers

  13. Histograms

Discrete vs. Continuous

  1. Discrete vs. Continuous

  2. Converting Fields Between Discrete and Continuous

  3. Using Totals and Aggregation

  4. Understanding Discrete and Continuous Time

  5. Convert a Measure to a Dimension

Adding Visual Details

  1. Understanding Marks

  2. Marks Card

  3. Text Mark

  4. Shape Mark

  5. Bar Mark

  6. Line Mark

  7. Titles and Captions

  8. Legends

  9. Tooltips

  10. Tooltip Command Buttons

  11. Annotations

  12. Creating Annotations

  13. Formatting Annotations

Formatting Basics

  1. Formatting a Workbook

  2. Themes

  3. Editing Axes

  4. Changing Axis Range

  5. Editing Tick Marks

  6. Formatting Fields

  7. Formatting Field Labels

  8. Formatting Numbers and Null Values

  9. Resizing Tables and Cells

Working with Multiple Measures

  1. Working with Multiple Measures in a View

  2. Adding Individual Axes for Each Measure

  3. Creating Combined (Blended) Axis Charts

  4. Understanding a Dual Axis Chart

  5. Creating a Dual Axis Chart

Organizing, Filtering, and Sorting

  1. Hiding Fields

  2. Data Properties

  3. Renaming Fields

  4. Creating Aliases

  5. Sorting Data

  6. Sorting Options

  7. Creating Folders

  8. Creating Hierarchies

  9. Using Hierarchies

  10. Drill Up or Down a Hierarchy

  11. Understanding Filters

  12. Creating Filters

  13. Applying a Filter

  14. Filtering Qualitative Data (Dimensions)

  15. Filtering Quantitative Data (Measures)

  16. Creating Groups

  17. Creating Sets

Mapping Data Geographically

  1. Understanding Mapping Concepts

  2. Latitude and Longitude

  3. Working with Location Data

  4. Creating a Simple Map

  5. The View Toolbar

Using Calculations

  1. Understanding Calculations

  2. Creating a Calculated Field

  3. Formatting Calculations

  4. Working with Functions

  5. Working with Aggregates

  6. Applying Quick Table Calculations

Creating Dashboards

  1. What is a Dashboard?

  2. Building a Dashboard

  3. Dashboard Interactivity

  4. Creating Dashboards for Different Devices

  5. Dashboard Size Options

  6. Tiled vs. Floating Items

  7. Switching Between Tile or Float

Creating Stories

  1. What is a Story?

  2. The Story Workspace

  3. Creating a Story

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.