Introduction to Tableau | Tableau QuickStart

Live Classroom
Duration: 1 days
Live Virtual Classroom
Duration: 1 days
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This is a one-day, hands-on course targeted towards participants who are new to using Tableau or for those who want a quick refresher of the basic concepts and fundamentals. The course equips participants with the skills essential to leverage important concepts and techniques in Tableau to move from simple to complex visualizations. The course also discusses how to combine these visualizations in interactive dashboards. The course comprises of interactive hands-on exercises to reinforce the concepts learnt and develop a real competency among the participants.

What You'll Learn

  • Understand Tableau terminology
  • Use the Tableau interface / paradigm to effectively create powerful visualizations
  • Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations
  • Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations
  • Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions
  • Handle changes in your data source such as field addition, deletion or name changes
  • Share your visualizations with others
  • Combine your visualizations into Interactive Dashboards and publish them to the web
  • Represent your data using the following visualization types:
    • Cross tabs
    • Heat maps
    • Distribution charts
    • Tree maps
    • Pie charts and bar charts
    • Dual axis and combo charts with different mark types
    • Box plots
    • Highlight tables
    • Scatter plots


    Data Filtering Creating Date Filters Sorting

  • Using Groups
  • Creating and Using Hierarchies

  • Working with Dates in Tableau
  • Using Discrete Date Parts
  • Defining a Fiscal Year
  • Creating Custom Dates

  • Using Measure Values and Measure Names in a View
  • Combo Charts
  • Combined or Shared Axis Charts
  • Creating Dual Axis Charts

  • Creating Scatter Plots
  • Using Sets

  • Creating Heat Maps
  • Creating Crosstabs
  • Creating Highlight Tables
  • Grand Totals, Sub-Totals, and Changing Aggregation

  • Calculation Types
  • Parts of a Calculated Field
  • Options for Creating Calculated Fields
  • Strings, Dates, and Type Conversion Functions
  • Calculations and Aggregations

Using Quick Table Calculations

  • Pie Charts and Parts of the Whole
  • Creating Tree Maps

  • Bins and Histograms
  • Box and Whisker Plots

  • Building Dashboards
  • Dashboard Actions
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Who should attend

The course is highly recommended for –

  • Integration analysts
  • Data analysts
  • Data visualizers
  • Financial analysts
  • Business analysts
  • Programmers
  • Business intelligence professionals


This is an introductory-level course, ideal for would-be Tableau users who want to come up to speed with intermediate-level Tableau features and functions. Participants would benefit from having some experience working with data, irrespective of their technical or analytical background.

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