Tableau Desktop Fundamentals Hands-On Training
Overview
This 2 days hands-on training is designed for business users of all levels who work with large datasets and create reports and dashboards. Participants will learn how to transform raw data into compelling visualizations, master Tableau’s core functionalities, and build interactive dashboards. From connecting to data sources to performing geographic and time-series analyses, this course equips beginners with the skills to tell impactful, data-driven stories. Ideal for those new to Tableau, it provides a strong foundation for future advanced analytics.
Key Highlights
• Hands-on, instructor-led training
• Connect to data and create basic charts
• Build interactive dashboards
• Utilize filters, maps, and time-series analysis
Who Should Join
New Tableau users, analysts, and business users looking to gain practical skills in data visualization and dashboard creation.
Outcome
Upon completion of the Tableau Fundamentals Training, participants will gain the essential skills to confidently connect to data, build interactive dashboards, and visualize insights, empowering them to make faster, data-driven decisions within their organization.
Table of Content
1. Tableau Features and Functionality
• Introduction
• Tableau’s Welcome Page
• Tableau’s Data Source Page
• Tableau’s Workspace Area
– Tableau Toolbar Button Reference
– Data Pane
– Show Me
2. Connecting to Data
• Getting Started with Data
– Connecting to Live Data Source
– Extracting Data Source into Tableau Hyper Data Extract (.hyper)
• Elements of a Visualization
3. Sorting and Drilldown Data
• Sorting
• Drilldown
4. Organizing Data
• Group Your Data
– Grouping
– Create a Group from a Field in The Data Pane
– Edit a Group
• Creating and Using Hierarchies
– Date Hierarchy
– Dimensional Hierarchy
• Filtering Data
• Using Sets
– Creating Set Contribute to Total
– Calculate Members of a Set Exist in Another Set
5. Slicing Data by Date
• Working with Dates
• Defining Fiscal Dates
• Creating Customs Dates
6. Using Multiple Measures
• Blended Axes
• Dual Axes
• Combination Chart
• Building Bar in Bar Chart
7. Mapping Data Geographically
• Mapping in Tableau
8. Combining Data
• Blending Data
– Creating Custom Relationship
• Joining Data
• Relationship
9. Customizing Data
• Quick Table Calculations
• Analytics Tab
• Creating Calculated Fields
• Calculation Types
• Calculations and Aggregations
• Using a Parameter to Change Fields
– Creating the Parameter
– Creating the Calculated Field
– Building the View
10. Adding Infographics Element to Your Visualization
• How to Add Shape to Your Visualization
11. Dashboards and Stories
• Dashboard
• Format Your Work
– Format Dashboard
• Story
12. Sharing and Collaboration
• Saving Tableau Workbook to Tableau Public
13. Create Dashboard Layouts for Different Device Types
• How The Default Dashboard Relates to Device Layouts
• Automatically Add Phone Layouts
• Preview and Manually Add Device Layouts
• Customize A Device Layout