Working in a hands-on learning environment led by our expert facilitator, students will learn how to: 

• Connect to your data, and Edit and save a data source. 
• 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. 
• Represent your data using the following visualization types: Cross Tabs, Geographic Maps, 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 
• Use Reference Lines to highlight elements of your data. 
• 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. 

Need different skills or topics? If your team requires different topics or tools, additional skills or custom approach, this course may be further adjusted to accommodate. Please see our Tableau Training Suite for additional Tableau, reporting, data analytics, visualization and other related topics that may be blended with this course for a track that best suits your needs.  

This is an introductory-level Tableau course geared for attendees new to using the desktop edition of the tool, or for those who want a refresher of the basics or newer features. Ideal attendees would be beginner Tableau users who want to quickly get up to speed with next-level Tableau features and functions. Individuals working with data-regardless of technical or analytical background are a fit for this course. 

Follow On / Next-Steps: We offer a wide array of 'next-step' Tableau courses for various skill levels and roles. Please see our detailed Tableau Training Suite list of offerings for the complete Tableau, reporting and analytics course list, skills map and suggested learning paths.   

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We will work with you to tune this course and level of coverage to target the skills you need most. Course agenda, topics and labs are subject to adjust during live delivery in response to student skill level, interests and participation.  

Introduction 

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

Connecting to Data 

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

Simplifying and Sorting Your Data 

• Data Filtering 
• Creating Date Filters 
• Sorting 

Organizing your Data 

• Using Groups 
• Creating and Using Hierarchies 

Slicing your Data by Date 

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

Using Multiple Measures in a View 

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

Showing the Relationship between Numerical Values 

• Creating Scatter Plots 
• Using Sets 

Mapping Data Geographically 

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

Viewing Specific Values 

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

Customizing your Data 

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

Analyzing Data with Quick Table Calculations 

• Using Quick Table Calculations 

Showing Breakdowns of the Whole 

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

Viewing Distributions 

• Bins and Histograms 
• Box and Whisker Plots 

Highlighting Data with Reference Lines 

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

Making Your Views Available 

• Building Dashboards 
• Dashboard Actions