Course Outline


  • Setting up Tableau
  • Overview of Tableau Software
  • Navigating the Tableau User Interface

Connecting to your data

  • Available data connections
  • Simplifying and preparing data
  • Joining database sources
  • Inner, outer, left, and right join
  • Blending different data sources in a single worksheet

Working with Data in Tableau

  • Using multiple measures in a view
  • Showing the relationship between numerical values
  • Viewing specific values
  • Customizing your data
  • Dimension vs. Measure
  • Data types, discrete versus continuous, for measure

Creating calculations in Tableau

  • Row-level calculations
  • Aggregate calculations
  • Numeric, string, and date calculations
  • Custom aggregations and calculated fields
  • Quick table calculations
  • Working with dates and times

Analyzing Data with Table Calculations

  • Quick table calculations
  • Scope and direction
  • Addressing and partitioning

Organizing, Filtering, Sorting & Grouping

  • Organizing your data
  • Slicing your data by date
  • Simplifying and sorting your data
  • Advanced options for filtering and hiding
  • Understanding many options for ordering and grouping your data
  • Sort, Groups, Bins, Sets

Parameters in Tableau

  • Creating parameters
  • Parameters in calculated fields
  • Parameter control options
  • Enhancing analysis and visualizations with parameters

Building Basic and Advanced Visualizations

  • Cross tabs
  • Geographic maps, heat maps, and tree maps
  • Pie charts and bar charts
  • Date and time visualizations
  • Stacked bars and area charts
  • KPI charts
  • Dual axis and combined charts with different mark types
  • Highlight tables
  • Scatter Plots

Advanced formatting

  • Labels
  • Legends
  • Tooltips
  • Highlighting data with reference lines
  • Annotations

Telling a Data Story with Dashboards

  • Dashboard framework
  • Filter actions
  • Parameters
  • Highlight actions
  • URL actions

Trends and Forecasting

  • Understanding and customizing trend lines
  • Distributions
  • Forecasting

Sharing your work

  • Publishing the dashboard
  • Working with extracts instead of live connections
  • Metadata and sharing a connection

Summary and Next Steps:

  • Knowledge test and hands-on project at the end of the course
  • Helpful resources for further learning


No prior technical or analytical background is required.

Set-up Requirements:
Not needed

This course is designed for the learner who has never used Tableau before, needs a refresher, or wants to explore Tableau in more depth.

  28 Hours

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