Tableau Desktop Fundamentals

Live Classroom
Duration: 2 days
Live Virtual Classroom
Duration: 2 days
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Tableau Desktop Fundamentals is a two-day, hands-on course designed for participants who are new to Tableau, who work with and manage data. The course helps participants gain a thorough understanding of the key features and uses of the Tableau toolset, helping them move from simple to complex visualizations and learn how to combine them in interactive dashboards. The course enables participants to work in an engaging, hands-on learning environment, guided by a Tableau expert practitioner.

What You'll Learn

  • Overview of Tableau
  • Why Tableau?
  • Why visualization?
  • Filtering, sorting and grouping
  • Working with data
  • Working with calculated data and statistics
  • Advanced mapping
  • Distance calculations
  • Working with parameters
  • Building advanced chart types and visualizations
  • Best practices in formatting and visualizing
  • Building better dashboards
  • Overview of working with Tableau server


  • Tableau Desktop and the Tableau Product Line
  • Application Terminology
  • Visual Cues for Fields
  • Getting Started in Tableau Desktop
  • Elements of a Visualization

  • Creating a Live Data Connection
  • Saving and Editing a Data Source
  • Metadata Grid
  • Understanding Changes to Data
  • Data Connection Options
  • Sharing Options

  • 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

  • Mapping in Tableau
  • Geographic Mapping
  • Background Maps and Layers
  • Navigation and Selection in Maps

  • 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

  • Using Reference Lines
  • Reference Bands
  • Using the Analytics Pane
  • Instant Analytics

  • 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. Participants would benefit from having some experience working with data, irrespective of their technical or analytical background.

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