Tableau Essentials Course & Training

Home / Tableau Essentials Training Course Description

This 2-day course introduces you to the basic features and functions of Tableau. It’s ideal for new to moderately experienced Tableau users. You’ll gain fundamental skills to visualize your data, use a wide variety of visual types, connect to data, create basic calculations, build interactive dashboards, share visualizations, and more!

PREREQUISITES

No prerequisite experience is needed, and no technical or analytical background is required.

MODE OF INSTRUCTION

This course is delivered in-person and includes extensive hands-on activities to reinforce concepts and skills covered. Class discussion and open Q & A are incorporated throughout the course to enhance learning.

COURSE MATERIALS

A training guide and digital archive of all presentations, data files, dashboards, and other documents referenced during the training are provided to students as take-aways. Additional resources such as step by step instructions to create dashboards, tips & hints, and special requests are also included.

Tableau Essentials Course Topics:

Connecting to Data

Options for connecting to data
Data types and data roles
Database joins
Data blending
Optimal performance considerations
Reusing and sharing data connections
Working with multiple connections in a workbook

Calculated Fields

Working with string functions, basic arithmetic calculations, date math
Working with totals, custom aggregations, logic statements

Working with Parameters

Making your visualizations more interactive and dynamic with Tableau Parameters
Data types, using parameters in calculated fields, inputting parameter values and control options
Using parameters for titles, field selections, logic statements, TopX

Sharing Workbooks

Packaged workbooks
Publishing to Tableau Server and sharing over the web
Other publishing options

Analytic Techniques and Creating Views

Representing data using a variety of visual types: geographic maps, paged charts, animated charts, heat maps, scatter plots, bar charts, multiple charts
Sorting, grouping
Filtering and quick filters
Crosstabs/pivot tables, text tables
Aggregation and disaggregation
Statistics and trendlines

Formatting

Formatting options
Labels and annotations, titles and captions
Introduction to Visual Best Practices

Building Interactive Dashboards

Combining multiple visualizations into a dashboard
Making your worksheet interactive
Using best practices to create powerful visualizations

Scenario-based Review Exercises

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