Tableau Basic


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Length: 3.0 day (24 hours)

 

This course is designed to introduce learners to the fundamentals of Tableau, a powerful data visualization tool. Participants will learn how to connect to data sources, clean and prepare data, create interactive visualizations, and build insightful dashboards

  • Business analysts
  • Data analysts
  • Data scientists
  • Marketing professionals
  • Anyone interested in data visualization and business intelligence
  • Basic understanding of data concepts (e.g., rows, columns, tables)
  • Familiarity with Microsoft Excel or another spreadsheet software ​

Start with the customer – find out what they want and give it to them.

Course objectivesCourse outlines

Course objectives

After completing this course, students will be able to:

    • Connect to various data sources (e.g., Excel, CSV, databases)
    • Clean and prepare data for analysis
    • Create a variety of visualizations (e.g., bar charts, line charts, pie charts, maps)
    • Customize visualizations with formatting, colors, and labels
    • Build interactive dashboards with filters, parameters, and actions
    • Share and publish Tableau visualizations
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Course outlines

  • Module 1: Introduction to Tableau
    • What is Tableau?
    • The Tableau Desktop interface
    • Connecting to data sources
    • Basic data exploration and understanding
  • Module 2: Data Preparation and Cleaning
    • Data blending and joining
    • Data filtering and sorting
    • Creating calculated fields
    • Data aggregation and calculations
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  • Module 3: Building Visualizations
    • Creating basic visualizations (bar charts, line charts, pie charts)
    • Customizing visualizations (formatting, colors, labels)
    • Using show, me function to quickly create visualizations
    • Adding tooltips and annotations
  • Module 4: Interactive Dashboards
    • Creating dashboards
    • Adding filters, parameters, and actions
    • Formatting dashboards
    • Storyboarding with Tableau
  • Module 5: Sharing and Publishing
    • Exporting visualizations and dashboards
    • Publishing to Tableau Server and Tableau Public
    • Sharing visualizations with others
  • Hands-on Exercises and Projects: Throughout the course, participants will work on practical exercises and projects to reinforce their learning. These exercises will cover:
    • Connecting to real-world datasets
    • Cleaning and preparing data for analysis
    • Creating insightful visualizations
    • Building interactive dashboards
    • Sharing and publishing visualizations
  • By the end of this course, participants will have a solid foundation in Tableau and be able to use it to create compelling data visualizations and dashboards.

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Download outlines