Tableau Desktop - Basic Course

Course Details:

Length: 2 days

Price: $1,270/person (USD)

Bundle & Save: View Bundle

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: Yes
(requires trial or license)

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.


Course Overview

This course is designed to give you the skills necessary to take your data analysis and visualizations to new heights. You will learn how to get the most out of the Tableau platform, from taking off with the fundamentals of exploring, connecting to, and transforming data through topics like creating beautiful visualizations, parameters, calculations, and dashboards. You will also learn how to share your data story and dive deeper into the depths of Tableau with table calculations. By the end of this course, you will be equipped with all the tools necessary to create compelling visualizations and stories from your data. With these skills at your disposal, you are sure to make an impact with your data analysis. You will gain the skills needed to create powerful visualizations and stories from your data.

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Course Notes

Suggested Follow-Ons

Tableau Desktop: Advanced

Related Certifications

Tableau Desktop: Qualified Associate Certification

Certification Notes: Certification exams are administered by third party testing companies. Our courses prepare you for the certification exam, which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.


Course Topics

Taking Off with Tableau (1)
Foundations for building visualizations
Visualizing data
Using Show Me
Putting everything together in a dashboard

Connecting to Data in Tableau (2)
The Tableau paradigm
Connecting to data
Managing data source metadata
Working with extracts instead of live connections
Using sets and groups
Filtering data

Moving Beyond Visualizations (3)
Comparing values
Visualizing dates and times
Relating parts of the data to the whole
Visualizing distributions
Visualizing multiple axes to compare different measures

Starting an Adventure with Calculations and Parameters (4)
Introduction to calculations
Row-level calculations
Aggregate calculations
Practical examples of calculations and parameters
Performance considerations

Making Visualizations that Look Great and Work Well (7)
Visualization considerations
Leveraging formatting in Tableau
Adding value to visualizations

Telling a Data Story with Dashboards (8)
Introduction to dashboards
Designing dashboards in Tableau
A dashboard to understand profitability
Designing for different displays and devices
Interactivity with actions
A regional scorecard dashboard

Sharing Your Data Story (17)
Presenting, printing, and exporting
Sharing with users of Tableau Desktop and Tableau Reader
Sharing with users of Tableau Server, Tableau Cloud, and Tableau Public

Deep Dive with Table Calculations (6)
An overview of table calculations
Creating and editing table calculations
Quick table calculations
Fundamental table calculation concepts
Custom table calculations
Practical examples

Course FAQs

What is the Class Format?

This training is a self-paced eLearning course that you have access to for 6 months after purchase.

What Are Tableau Basics?

Tableau is a powerful data visualization tool that allows users to quickly and effectively create interactive visualizations for their business. It is designed to help businesses make sense of large amounts of data to gain insights, identify trends, and develop better decisions.

The basics of Tableau start with understanding the foundations for building visualizations. This includes understanding the various types of data visualizations, being able to quickly create and modify visualizations, adjusting the look and feel of visualization, and sharing it with others.

Tableau also provides users with powerful tools for visualizing data. This includes selecting fields to visualize, formatting them in different ways (e.g., turning text into numbers), adding filters and color, sorting data, and creating charts.

Tableau also provides users with the ability to use Show Me, which is a set of predefined visualizations that can be used to quickly create visuals without any coding. This allows users to get started right away in exploring their data.

Once the basics are understood, the user can then move on to putting everything together in a dashboard. Dashboards are powerful tools for quickly displaying various parts of data and allowing users to quickly gain insights from the data. They allow users to combine multiple visualizations into one, making it easier to identify trends or patterns in the data.

By understanding the basics of Tableau, users can quickly and effectively create impressive visualizations for their data. This allows them to gain insights, identify trends, and make better decisions for their business.

What Is Connecting to Data in Tableau?

Connecting to data in Tableau is the first step toward creating comprehensive visualizations. With Tableau, users can connect to a wide range of data sources like spreadsheets, databases, cloud-based solutions, and even Big Data. All these sources can be connected simultaneously so that users have access to all their desired data sets in one place.

Once connected, users can then manage their data source metadata in Tableau. This includes adding or editing fields and creating custom-calculated measures or fields. Users can also work with extracts instead of live connections for scalability. For example, large datasets can be extracted to avoid overloading the database server when performing analysis.

Tableau also offers the ability to create Sets or Groups, which are specific filters of data used for visualizations. These can be based on any field from the underlying dataset and can be changed dynamically as needed. Filtering is another important feature when working with data within Tableau. Users may apply global filters across multiple sheets, or they can set up custom report-level filters that can be used to hide or show certain data points.

By connecting to and managing data sources in Tableau, users can create comprehensive visualizations tailored to fit their specific needs. This makes data analysis more efficient while also providing powerful insights into trends and patterns in datasets.

What Are Tableau Values, Distributions and Multiple Axes?

Tableau is a powerful data visualization tool that enables users to quickly and easily explore, analyze, and visualize their data. It allows users to compare values, visualize dates and times, relate parts of data with the whole, visualize distributions, and visualize multiple axes to compare different measures.

Tableau's "values" are the individual data points or values contained within a dataset. With Tableau, users can compare how these values vary from one another over time and across different variables. Tableau also allows users to create bar charts and other visualizations that show the ranges of multiple columns of data to compare them against each other more easily than with traditional pivot tables.

Tableau also has features that allow users to easily visualize the distributions of their data. With this, they can quickly display how values are distributed across different ranges or groups and compare them with other data sets. This helps users gain insights into the underlying patterns in their data.

Tableau also lets users apply multiple axes on a single chart, allowing them to compare multiple variables and measures at once. They can plot two or more measures against each other with different scales for each measure, giving them greater insights into the relationships between different variables in their data.

What Are Tableau Calculations and Parameters?

Tableau calculations and parameters are powerful tools that users can leverage to gain deeper insights into their data. Calculations, both row-level, and aggregate, provide flexibility in the analysis conducted within Tableau, while parameters make it easy to quickly run comparisons on different data sets.

Row-level calculations involve transforming data into a calculated field for each row. This is often done to derive additional fields from the existing data, such as calculating a profit margin from the total revenue and cost of goods sold in a given row. Aggregate calculations are used to calculate summary values of aggregate functions (e.g., SUM, AVERAGE) over multiple rows at once.

Parameters are used to quickly change the value of a field from one set to another. This can be useful in scenarios where users want to compare different data sets, such as years or geographical regions, without having to manually create multiple fields for each instance.

In practical applications, these calculations and parameters can help uncover valuable insights that may otherwise remain hidden. For example, users can create a calculated field with the AVERAGE function to determine the average revenue for each state. By leveraging parameters, they could quickly compare different states’ performances over time.

When working with calculations and parameters in Tableau, it is important to consider performance considerations. Often, making large numbers of calculations can put significant strain on the system and cause performance issues. To ensure that Tableau is running smoothly, it is important to be mindful of how many calculations are being performed at once and to break them down into smaller chunks if necessary.

What Are Tableau Visualization Formatting Techniques?

Tableau visualization formatting techniques are a way of adding value to visualizations, allowing users to make meaningful data interpretations. Tableau is an interactive data visualization tool that makes it easy for people to create compelling dashboards and analytics projects quickly. It offers various ways to format visuals, including changing colors, sizes, shapes, labels, annotations, etc. For example, colors can be used to emphasize a particular point or label and shapes can be used to represent different categories. Users can adjust the size of visuals to make them easier to read and understand.

Annotations are another way Tableau users can provide further context or explanation around data points. This could include notes and descriptions that clarify what the data represents. Annotations are especially helpful when used in conjunction with other formatting techniques to further draw attention to a particular point or area of interest.

When using Tableau, visualization formatting techniques should be used judiciously and thoughtfully to best represent your data. It’s important to consider how you can use formatting elements to make your visuals easier to understand and interpret focus on how the formatting elements work together to create a powerful visual that provides meaningful insight into the data. With these techniques in mind, Tableau users can be sure their dashboards are as effective and impactful as possible.

By leveraging visualization formatting techniques, Tableau users can create stunning visuals that effectively demonstrate the story behind their data. By taking the time to consider how these techniques can be used, users can create powerful and meaningful visualizations that will give them actionable insight into their data.

What Is Data Story Telling With Tableau?

Data stories are an important way to communicate data insights compellingly. Tableau is a powerful tool for creating interactive dashboards that enable users to easily find, explore and consume data-driven insights. Designing effective dashboards requires an understanding of the user’s needs and how they will interact with the dashboard. With the range of display sizes and device types, Tableau gives you the flexibility to create dashboards that look great on any screen.

Tableau also provides features for making your dashboard more interactive. By using actions, users can explore the data further with the click of a button or select from various filters. These interactive elements make it easy for users to quickly understand how the data is connected and to explore relationships.

Stories are a great way to present large amounts of data engagingly. With Tableau, users can create custom stories by combining multiple dashboards into one narrative. This allows users to take their readers on a journey as they reveal insights that could not be understood through individual elements alone.

What Is Tableau Data Story Sharing?

Tableau Data story sharing enables users to present, print, and export data stories created with Tableau Desktop or Tableau Public. Data stories shared using this platform are accessible to all users across the various Tableau platforms such as Tableau Desktop, Tableau Reader, Server, Cloud, and Public. Through this platform, users can share their data stories with colleagues as well as the larger Tableau community, allowing them to collaborate and interact more effectively. This makes it easy for users to access data stories that others have shared, facilitating better collaboration and communication. This platform provides tools and resources to help users create high-quality data stories that they can share with their teams or the wider public. Tableau Data story sharing is a powerful tool for businesses and organizations to effectively present and share data visualizations.

What Are Tableau Table Calculations?

Tableau Table Calculations are calculations that operate on a field of data or a table, performing some type of computation. They are used to produce visualizations, insights, and analyses from your data. Table Calculation functions can be used to calculate the percentage difference between two values in the same row, calculate running totals along an axis of a view, and create a calculated field that is based on the current or previous values of another field.

Table Calculations can be used to perform a wide range of calculations from simple arithmetic operations (addition, subtraction, multiplication, division) to more advanced calculations such as calculating moving averages and percentiles. In Tableau, you can create both Quick Table Calculations (QTCs) and Custom Table Calculations (CTCs).

Quick Table Calculations are a set of predefined functions that quickly provide insights from your data. These calculations are fast and easy to use and can be used for simple operations such as averages or sums. For more complex analysis, you can create Custom Table Calculations.

Custom Table Calculations are calculations that you can create yourself, allowing you to fine-tune the analysis of your data. They make use of special functions in Tableau and can be used to calculate complex metrics such as running totals or percentiles. They enable you to calculate any formula with a great deal of flexibility.

By using Table Calculations you can quickly gain insights into your data and get a better understanding of the trends in your data set. With the right calculations in place, you can make decisions faster and more effectively. As such, they are an invaluable tool for analysts and decision-makers alike.

Related Tableau Information:

How Much Does Tableau Training Cost?

Public Tableau instructor led training prices start at $1,240 per student. Group training discounts are available for corporate team Tableau learning courses.

Self-Paced Tableau eLearning cost is $400 at the starting point per student. Group purchase discounts are available to reduce the Tableau eLearning price.

What Tableau Skills Should I Learn?

A: If you are wondering what Tableau skills are important to learn, we've written a Tableau Skills and Learning Guide that maps out Tableau skills that are key to master and which of our courses teaches each skill.

Read Our Tableau Skills and Learning Guide

What Are the Basics of Learning Tableau and Obtaining Tableau Certification?

A: Tableau’s popularity and importance as a data visualization tool makes knowledge of this program one of the most sought-after skills by employers. While training may cost hundreds of dollars or more, taking a formal course that lasts just a few days can impart students with valuable data analysis skills that can increase a business’s bottom line and an employee’s paycheck. Obtaining Tableau certification can be a time-intensive process, but it can pay dividends by increasing an employee’s value in the workplace and cementing their reputation as a part of the growing business intelligence industry.

More Information on Learning Tableau and Earning Certification

How Can Using Tableau Benefit a Business?

A: For employees and entrepreneurs who want clear business insights, Tableau is the perfect solution. With Tableau, users can collect and analyze data from several different sources and transform it into visuals that will help them understand the current state of their business and its future. This analyzed data provides key insights, identifies trends, and forecasts patterns in service to optimize business operations. The software's accessibility means that individuals without formal training can use it, but novices are still advised to enroll in instructor-led courses to help them fully understand the program's features.

More Information on What Tableau Can Do for a Business

Who Uses Tableau and Why?

A: As a renowned piece of data visualization software, Tableau is mostly used by individuals who need to interpret large amounts of data, identify trends and patterns, and turn them into digestible visuals. Many times, data analysts, data scientists, and senior executives use the software to perform business intelligence tasks, though anyone with basic training may be able to produce visualizations using the program. Tableau makes it easy to use visuals to gain instant business insights and take immediate action. Instructor-led classes can help novices easily learn how to work with Tableau.

More Information on Who Uses Tableau and Why

How Can I Learn Tableau?

A: When learning Tableau, students have a variety of educational resources to choose from, but the best way to learn Tableau is usually to get hands-on practice with the software. Experience with data analysis software, prior coursework in math, statistics, and programming, and referencing books and tutorials can facilitate understanding the software. Obtaining advice from experts in the Tableau community can also promote mastery. Beginners, however, are encouraged to sign up for instructor-led classes so that they can have the chance to fully understand both raw data and how to transform it into visuals using the software.

More Information on the Best Way to Learn Tableau

What Career Opportunities Exist for Employees With Tableau Skills?

A: Career opportunities for those who know how to use Tableau are plentiful and will continue to increase as more companies rely on data to make business decisions. Employees with Tableau skills can expect to qualify for a number of different jobs, including various types of data-reliant analysts, developers, managers, and consultants. While Tableau skills are in high demand, obtaining an official Tableau certification can set job applicants apart from other candidates. To hone your Tableau skills and prepare for certification exams, it's a good idea to enroll in instructor-led training courses.

More Information on Career Opportunities for Employees With Tableau Skills

What's the Best Way to Start Learning Tableau?

A: The best way to get started with Tableau is to learn about what Tableau can do and then explore the fundamentals of using the software. It can be a bit overwhelming at first, but we've broken it down into an overview that should give you a good starting point. From there, you can sign up for a training course to get a firmer grasp of the nuts and bolts of Tableau.

More Information on the Basics of Tableau

How Do Tableau and Power BI Compare?

A: Both Tableau and Power BI can take large sets of your business's data and help you visualize and analyze them, but their strengths are in slightly different approaches to this analysis. Tableau can provide intricate visualizations to help you take action on current business proceedings, while Power BI uses data modeling to help decision-makers envision the future. Generally, Tableau is considered more intuitive to use, but Power BI has more advanced features. Training for both programs is typically required for beginners.

More Information on How Tableau and Power BI Compare

What Is Tableau's Importance in Business, and How Can I Use It?

A: As a business intelligence tool, Tableau provides easy ways to perform quick and detailed data analysis. The platform produces data visualizations which can give insight into a business' current inner workings so that appropriate actions can be taken to maintain productivity, profits and sustainability. With its intuitive interface, Tableau is accessible enough for everyone from entry-level employees to high-powered executives to understand. Using Tableau is an important part of establishing a data culture which centers large amounts of data in its decision-making processes. Due to Tableau's complexity, it can be best for novices to sign up for courses.

More Information on What Is Tableau's Importance in Business, and How Can I Use It?

Why Should I Choose Tableau Over Excel?

A: If you're a professional who needs the data analysis capabilities of business intelligence software, including visual data representations and actionable insights, Tableau is the perfect piece of software for you. Tableau has been designed to work with large swaths of data gleaned from different sources and can instantly provide the insights necessary to make time-sensitive decisions. Its intuitive interface and drag-and-drop capabilities make it easy for those with minimal technical training to use. Moreover, it's perfect for collaboration and interactive exercises. To learn how to use Tableau to its potential, sign up for our training classes today.

More Information on Why to Choose Tableau Over Excel

How many days it will take to learn Tableau?

A: The answer to this question depends on a number of factors, including your prior experience with data visualization and your natural ability to pick up new software. That said, most people who complete a Tableau training course should be able to use the software confidently within a few days. However, it may take longer to become a Tableau expert, depending on how much time you dedicate to learning the tool.

Certstaffix Training offers a series of 2 day instructor-led Tableau courses and a self-paced Tableau eLearning bundle. Browse our Tableau courses now.

What is the best way to learn Tableau?

A: There is no one-size-fits-all answer to this question, as the best way to learn Tableau will vary depending on your learning style and objectives. However, some Tableau learners may find it helpful to start with an online course or tutorial, while others may prefer to jump right in and begin exploring Tableau on their own. Whichever approach you take, be sure to make use of Tableau's extensive online resources, including the Tableau Community forums and Knowledge Base. You can also find a number of Tableau user groups around the world where you can connect with other Tableau enthusiasts and learn tips and tricks from more experienced users.

Certstaffix Training offers a variety of Tableau training courses, both online and in-person for groups. Our instructors are Tableau experts with years of experience teaching the software. We offer beginner to advanced courses, as well as classes specifically tailored to business users and data analysts. In addition to our live courses, we also offer on-demand video training and eLearning modules that you can access at any time.

Does Tableau require coding?

A: Tableau is a powerful data visualization tool that doesn't require any coding to get started. However, like with any tool, there is a learning curve involved in getting the most out of Tableau. For people who want to take their Tableau skills to the next level, there are many online Tableau training courses available that can teach you how to use Tableau's more advanced features. Tableau is a great tool for anyone who wants to quickly and easily create beautiful data visualizations.

What are options to learn Tableau?

Are you interested in learning Tableau, one of the leading data visualization tools used by businesses worldwide? Look no further! We offer various training options to suit your needs, including e learning Tableau courses, live online Tableau classes, and for groups - in person Tableau training at corporate offices. Our goal is to help you master Tableau software and obtain certification that will enhance your career prospects.

Self-Paced Online Tableau Courses

Our self-paced e learning Tableau program offers the flexibility and convenience of learning at your own pace, wherever you are. In addition to comprehensive lectures, most courses include hands-on exercises that will help you apply theoretical concepts in real-world scenarios.

Live Online Tableau Classes

Our live online Tableau classes are held at set dates and times and are available for any adult learners. We publish a yearly schedule that is accessible on our website, including each course outline page. Live Tableau coaching occurs during live class online from an experience Tableau instructor that will work to answer your questions during class. You also will be given hands-on tasks to reinforce class lecture.

In Person Tableau Training (corporate groups)

If you have a corporate group, we also offer in person Tableau training sessions where you can interact with experienced instructors and engage in group discussions. We send a trainer to your office to teach classes in Tableau. They are equipped with extensive knowledge of Tableau and will provide you with practical insights that will accelerate your learning process.

Tableau Certification Near Me

Looking for tableau certification near me? Upon completing any of our Tableau training programs, you will have the opportunity to obtain Tableau certification after, a valuable asset that can boost your career prospects. Our training covers all the necessary topics and skills required for many Tableau certification exams, ensuring that you are well-prepared to succeed. Certification exams are handled by students independently directly with Tableau. Our classes prep you with the knowledge for many of the end user Tableau certifications.

SQL Tableau Training

We also offer SQL Tableau training for those who want to supplement their data visualization skills with strong database management capabilities. Our SQL Querying Basic and Advanced courses pair well with our Tableau offerings in all formats. They will teach you how to query data in Tableau and any other programs that use SQL, perform complex calculations using SQL, and more.

Wrapping Up

Whether you are interested in self-paced e-learning tableau courses, live online classes in Tableau or prefer in person Tableau training, we have options for you. Our comprehensive classes in Tableau will take your skills to the next level, making you an asset to any organization looking for data visualization talent. Invest in yourself and get started with our Tableau training and certification classes today!

What are the top Tableau skills?

A: Tableau skills are in high demand as organizations increasingly adopt data visualization tools to make better business decisions. As a result, individuals with strong Tableau skills can command a premium in the job market.

Some of the most important Tableau skills include the ability to:

Top Tableau Skills

1. Quickly and easily connect to data sources

2. Manipulate data to generate useful insights

3. Create visually appealing and informative dashboards

4. Share dashboards with colleagues and decision-makers

5. Stay up-to-date on new features and capabilities of the software

Organizations that are looking to get the most out of their investment in Tableau will want to seek out employees who possess these skills. Those who can effectively use Tableau to find and communicate insights from data can be a valuable asset to any company.

Where Can I Learn More About Tableau?

Tableau Blogs

Tableau User Groups

Tableau Online Forums

Explore Tableau Training Classes Near Me:

Certstaffix Training provides Tableau classes near me or online, depending on the number of students involved. We offer online courses for individual learners, as well as in person classes at your office for corporate groups. Our trainers are highly experienced professionals with the expertise necessary to help you gain a thorough understanding of Tableau concepts and tools. With our courses available online for individuals or in person for corporate groups, it's easy to develop your Tableau skills. Start learning today and see how Certstaffix Training can help you reach your goals.


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