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Introduction to Tableau

Course Summary

The Introduction to Tableau training course focuses on the fundamentals of Tableau and how to use all of its basic functionality to visualize data.

The course begins with students learning how to connect to various data sources. Next students will build a variety of basic charts, and combine those insights into a usable dashboard. The course concludes with students learning about sharing and publishing options.

Learn the fundamentals of Tableau.
Students who are new to Tableau or have limited experience with it.
Business Analyst - Data Engineer - Data Scientist - Project Manager - Q/A - Software Developer - System Administrator - Technical Manager - Web Developer
Skill Level
Learning Spikes - Workshops
2 Days
Related Technologies


Productivity Objectives
  • Create data visualizations.
  • Group and sort data.
  • Manage data from multiple sources.

What You'll Learn:

In the Introduction to Tableau training course, you'll learn:
  • Tableau Fundamentals
    • Simple Data Connections and the Data Connection Interface
    • Understanding the Main Tableau Interface
    • Building Simple Visualizations
    • Saving Options
    • Understanding and Utilizing "Show Me"
    • Dimensions vs. Measures and How They Affect a Viz
      • What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
    • Continuous vs. Discrete Variables
    • Basic Dates
      • Setting the Fiscal Year
    • Basic Aggregations
    • Hierarchies
    • Sorting
    • Grouping
    • Formatting
      • Color
      • Size
      • Labels
      • Detail
      • Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
    • Building Your First Dashboard
    • Labeling, Annotations, Tooltips and Data Highlighting
      • Axis Labels
      • Annotations
      • Tooltips
    • Using the Data Highlighter
    • Quick Filters
    • Publishing and Sharing
  • Visual Best Practices and Visual Analytics
    • Connecting to Different Databases and Data Formats
    • Live vs. Extract Connections - The Basics
    • Reshaping and Formatting Data for Tableau
    • Managing Multiple Data Connections in a Single Workbook
    • Cross Database Filters
    • Cross Database Joins & Data Blending
      • What about Data from 2 Different Sources?
      • What's the Difference Between Joins, Cross-Database Joins, and Blending?
      • How Do I Create a Cross-Database Join?
      • When Would I Use a Cross-Database Join vs. Data Blending?
      • How Do I Blend Data?
    • Understanding the Navigation Menu
    • Showing Trends or Change Over Time
      • Trends
      • Rate of Change and Moving Average
    • Part to Whole and Ranking Analysis
      • The Standard Bar Chart
      • The Stacked Bar Chart
      • The Side-by-Side Bar
      • Pie Charts
      • Percent of Total and Running Sum
      • Using the Index and Ranking Calculated Fields
    • Creating Dual Axis Charts and Combo Charts
    • Using Measure Names and Measure Values to Build a Data Table
      • Totals and Subtotals
    • Using Maps and Spatial Analysis
      • Map Zooming
    • Showing Relationships Between Numbers
      • Scatter Plots
      • Trend Lines and Statistical Features
      • Reference Lines
    • Distributions
      • Heatmaps and Highlight Tables
      • Histograms
“I appreciated the instructor's technique of writing live code examples rather than using fixed slide decks to present the material.”


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