Introduction to Tableau

Introduction to Tableau



- Anyone can join the training
- Course outline as presented on the website
- Small groups, 3-10 people


Price set individually

- Training workshop just for your team
- You choose date and location of the training
- Course outline tailored to your needs

About the training

Tableau is a modern Business Intelligence tool enabling the creation of reports and visualization of data from multiple sources. It allows you to create beautiful and informative dashboards that help you understand your data and speeds up the decision-making process. Tableau environment is easy to learn and it is easy to implement in your company. Thanks to the technology of combining data from multiple sources it is possible to analyze large data sets in a very short time. Automation of reports has never been so fast. With its intuitive interface, Tableau is the ideal tool for ad hoc analyses and reports.

During “Introduction to Tableau” training course you will learn the most important aspects of Tableau reporting. Through many examples and exercises we will show you how to visualize data properly, what are the most common mistakes and how to avoid them.

Who is this training for?

This training is aimed at professionals working with large amounts of data, analyzing it, visualizing, and creating reports. If you want to expand your knowledge on Business Intelligence methods and learn the Tableau software, this training is right for you!

What will I learn?

After completing the training, you will be able to:

  • Import and combine data from different sources
  • Visualize large data sets using meaningful and beautiful charts
  • Create pivot tables
  • Use trend lines, reference, and other statistical techniques to describe data
  • Format charts
  • Create advanced dashboards with numerous interactions
  • Share data visualizations

Course outline

  1. Introduction
    • Overview of Business Intelligence tools
    • Why use Tableau?
    • Overview of Tableau products
  2. Getting started with Tableau
    • Connecting to data sources
    • Tableau workspace
    • Dimensions and measures
    • Show me
    • Creating basic views
    • Help and Examples
    • Saving and sharing
    • Exercises
  3. Loading and combining data
    • Combining data tables – join
    • Combining data from different sources– merge
    • Extracting data to Tableau format
    • SQL queries
    • Managing data, renaming, adding variables
    • Metadata
    • Exercises
  4. Creating views
    • Plot labels
    • Size, transparency
    • Highlights
    • Dates, aggregation, discrete vs continuous
    • Heat map
    • Scatterplot, density plot
    • Pie charts, bar charts
    • Exercises
  5. Data analysis
    • Sorting, grouping
    • Aliases
    • Filtering
    • Pivot tables
    • Subtotals
    • Aggregation and disaggregation
    • Descriptive statistics
    • Trends
    • Forecasting
    • Exercises
  6. Calculations
    • String operations
    • Basic arithmetic calculations
    • Working with time and date
    • YoY and MoM calculations
    • Non-standard aggregations
    • Logical operators
    • Exercises
  7. Formatting
    • Formatting visualizations options
    • Formatting labels, annotations
    • Titles and captions
    • Good practices
    • Exercises
  8. Building dashboards
    • Combining visualizations
    • Formatting dashboards
    • Adding filters and actions to create interactive dashboards
    • Good practices
    • Exercises
  9. Sharing dashboards
    • Publish to Tableau Reader
    • Publish to Tableau Server
    • Publish to PDF
    • Exercises

Course Curriculum

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