Overview

This course will enhance the understanding of Tableau as a data visualization and exploration tool for technical users. The objective is to facilitate knowledge and skill-based understanding, that can be transferred and demonstrated within an organisation context.

Learners will be able to support report creators in their organisations, to build dashboards and develop data sources, which can be efficiently refreshed and managed.

The course is designed for an audience with 2+ years of Tableau experience and an interest in technical concepts like workbook performance.

This course presents a non-Microsoft visualisation alternative to Power BI Desktop for Technical Users (QAPBIDESK) and can be taken as progression from – Tableau Fundamentals (QATBFUND).

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Prerequisites

  • Knowledge of data types and database design concepts
  • Ability to create and format different chart types in Tableau or Power BI
  • Comfortable with excel formulas or DAX
  • Experience designing dashboards (any software)

* Please note that this course is not suitable for new Excel or Database users.

Target audience

The target audience for this Tableau 2-day technical course is those who have experience in database design, data transformation, ETL processes and will be responsible for creating reports and data sources for their organisation, even supporting other tableau creators, in Tableau.

They are interested in deepening their understanding of Tableau as a tool for flexible visual communication, including troubleshooting and workbook efficiency.

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Delegates will learn how to

  • Data source curation – reshaping / cleaning / transforming
  • Add a knowledge layer on top of the data sources
  • Combine data sources with different formats and types
  • Design multi-level visualisations with interactive features
  • Performance optimisation tools
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Outline

Module 1 Product and Overview

The aim of this section is to ensure learners know more about the products in the Tableau ecosystem and what the installation/ update process looks like.

Module 2 Data Sources: Connections & Purpose

This module takes a deeper dive into data sources and how to manage the sometimes-challenging formats that raw data arrives in, using the limited transformative capacities and reshaping features of Tableau.

Module 3 Combining Data Sources

This module is about selecting and bringing the different data sources.

Module 4 Visualizing and Interactivity

This module is the biggest part of the course and leads learners towards resolving a case study requirement, using data sources provided to create visualisations, worksheets and dashboards based on given data sets.

Module 5 Enhancements

This module will consolidate learning across the previous modules and revisit some of the core concepts to ensure understanding and confidence in Tableau workplace application.

QA reserves the right to improve the specification and format of its courses for the benefit of its customers without notice to the customer.

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Why choose QA

Data for Business Users learning paths

Required Star = Required
Certification = Certification
Microsoft Excel
Google Sheets
Microsoft Power BI
Microsoft Access
Tableau

Frequently asked questions

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How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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