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Introduction to Tableau

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Course Summary

Home > Courses >Machine Learning Training >Tableau >Introduction to Tableau

The Introduction to Tableau training course focuses on the fundamentals of Tableau and how to use all of its basic functionality to visualize data. 

The course begins with students learning how to connect to various data sources. Next students will build a variety of basic charts, and combine those insights into a usable dashboard. The course concludes with students learning about sharing and publishing options. 

Purpose
Learn the fundamentals of Tableau.
Audience
Students who are new to Tableau or have limited experience with it.
Role
Business Analyst - Data Engineer - Data Scientist - Project Manager - Q/A - Software Developer - System Administrator - Technical Manager - Web Developer
Skill Level
Introduction
Style
Learning Spikes - Workshops
Duration
2 Days
Related Technologies
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  • Productivity Objectives:
    • Create data visualizations.
    • Group and sort data.
    • Manage data from multiple sources.
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about our training

  • keywordicon1
    Real-World Content

    Project-focused demos and labs using your tool stack and environment, not some canned "training room" lab.

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    Expert Practitioners

    Industry experts with 15+ years of industry experience that bring their battle scars into the classroom.

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    Experiential Learning

    More coding than lecture, coupled with architectural and design discussions.

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    Fully Customized

    One-size-fits-all doesn't apply to training teams. That's where we come in!

What You'll Learn

In the Introduction to Tableau training course, you'll learn:

  • Tableau Fundamentals
    • Simple Data Connections and the Data Connection Interface 
    • Understanding the Main Tableau Interface 
    • Building Simple Visualizations 
    • Saving Options 
    • Understanding and Utilizing “Show Me”  
    • Dimensions vs. Measures and How They Affect a Viz 
      • What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change? 
    • Continuous vs. Discrete Variables 
    • Basic Dates 
      • Setting the Fiscal Year 
    • Basic Aggregations 
    • Hierarchies 
    • Sorting 
    • Grouping 
    • Formatting 
      • Color 
      • Size 
      • Labels 
      • Detail 
      • Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook 
    • Building Your First Dashboard 
    • Labeling, Annotations, Tooltips and Data Highlighting 
      • Axis Labels 
      • Annotations 
      • Tooltips  
    • Using the Data Highlighter 
    • Quick Filters 
    • Publishing and Sharing 
  • Visual Best Practices and Visual Analytics
    • Connecting to Different Databases and Data Formats 
    • Live vs. Extract Connections – The Basics 
    • Reshaping and Formatting Data for Tableau 
    • Managing Multiple Data Connections in a Single Workbook 
    • Cross Database Filters 
    • Cross Database Joins & Data Blending 
      • What about Data from 2 Different Sources? 
      • What’s the Difference Between Joins, Cross-Database Joins, and Blending? 
      • How Do I Create a Cross-Database Join?  
      • When Would I Use a Cross-Database Join vs. Data Blending? 
      • How Do I Blend Data? 
    • Understanding the Navigation Menu 
    • Showing Trends or Change Over Time 
      • Trends 
      • Rate of Change and Moving Average 
    • Part to Whole and Ranking Analysis 
      • The Standard Bar Chart 
      • The Stacked Bar Chart 
      • The Side-by-Side Bar 
      • Pie Charts 
      • Percent of Total and Running Sum 
      • Using the Index and Ranking Calculated Fields 
    • Creating Dual Axis Charts and Combo Charts 
    • Using Measure Names and Measure Values to Build a Data Table 
      • Totals and Subtotals 
    • Using Maps and Spatial Analysis  
      • Map Zooming 
    • Showing Relationships Between Numbers 
      • Scatter Plots 
      • Trend Lines and Statistical Features 
      • Reference Lines 
    • Distributions 
      • Heatmaps and Highlight Tables 
      • Histograms
Real-world content

Project-focused demos and labs using your tool stack and environment, not some canned "training room" lab.

Expert Practitioners

Industry experts that bring their battle scars into the classroom.

Experiential Learning

More coding than lecture, coupled with architectural and design discussions.

Fully Customized

One-size-fits-all doesn't apply to training teams. That's where we come in!

Elite Instructor Program

We recently launched our internal Elite Instructor Program. The community driven instructor program is designed to support instructors in transforming students’ lives by consistently showing a world-class level of engagement, ability, and teaching prowess. Reach out today to learn more about our instructors.

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