4 Days Instructor-led

Start here to learn core Tableau skills in an introductory class. You’ll gain a comprehensive introduction to data analysis and visual design in Tableau. You’ll build a range of visualizations – from single worksheets to dashboards – and you’ll learn techniques to apply to your own data analysis with Tableau.

Then expand your Tableau proficiency and differentiate yourself as a power user. Learn more advanced methods for connecting to data, working with calculations, building visualizations, applying analytics such as parameters, and customizing dashboards.

Learning Objectives

After completing this course, you will be able to:

• Identify and configure basic functions of Tableau.
• Connect to data sources, import data into Tableau, and save Tableau files.
• Create views and customize data in visualizations.
• Manage, sort, and group data.
• Save and share data sources and workbooks.
• Filter data in views.
• Customize visualizations with annotations, highlights, and advanced features.
• Create and enhance dashboards in Tableau.
• Create and enhance stories in Tableau.

Audience

This course is designed for Tableau beginners. It’s for anyone who works with data, regardless of technical or analytical background. If you’re an author, analyst, designer, data scientist, or admin new to Tableau, start here.

Prerequisites

None.

Course Outline

1. Tableau Fundamentals

• Overview of Tableau
• Navigate and Configure Tableau

2. Connecting to and Preparing Data

• Connect to Data
• Build a Data Model
• Save Workbook Files
• Prepare Data for Analysis

3. Exploring Data

• Create Views
• Customize Data in Visualizations

4. Managing, Sorting, and Grouping Data

• Adjust Fields
• Sort Data
• Group Data

5. Saving, Publishing, and Sharing Data

• Save Data Sources
• Publish Data Sources and Visualizations
• Share Workbooks for Collaboration

6. Filtering Data

• Configure Worksheet Filters
• Apply Advanced Filter Options
• Create Interactive Filters

7. Customizing Visualizations

• Format and Annotate Views
• Emphasize Data in Visualizations
• Create Animated Workbooks
• Best Practices for Visual Design

8. Creating Dashboards in Tableau

• Create Dashboards
• Enhance Dashboards with Actions
• Create Mobile Dashboards

9. Creating Stories in Tableau

• Create Stories
• Enhance Stories with Tooltips

10. Creating Geographic Visualizations

• Create Maps
• Customize Mapped Data