In Tableau Desktop, you have a data visualisation tool that enables you to connect to and query data from files and databases using preconfigured connectors. From the datasets you define, you can create worksheets and Visualizations which can then be shared with your end users directly or compiled with filters and actions into interactive dashboards.

This course introduces Tableau Desktop concepts, the interface and terminology. You will connect to data, prepare data for analysis, create charts and tables, learn about publishing and permissions. This course is perfect for starting your journey with Tableau and working towards your first Tableau certification.

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Please note that this course is not suitable for new Excel users

  • An understanding of basic data concepts
  • Ability to create, format charts in Excel or other visualisation tool
  • Be able to create formulas using standard aggregate functions

Target Audience

Anyone who needs to work with data to be able to connect, process and analyse the data to produce insight for an organisation.

It is assumed that attendees on the course are already familiar with charts and fundamental data processing concepts.

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Delegates will learn how to

  • Tableau Desktop concepts and main features
  • Data Sources compatible with Tableau Desktop
  • The process to connect data with Tableau Desktop
  • Data preparation and transformation functionality
  • How Tableau Desktop organises data into dimensions and measures
  • Techniques to model and prepare data in Tableau Desktop including relationships and unions
  • How to create visualisations and apply options
  • Core concepts used to create calculated fields and table calculations
  • Work with worksheet formats and elements
  • Create a dashboard and a story
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Lesson 1: Getting Started with Tableau Desktop

Tableau Desktop Concepts and Overview

Introduction to Main Features

Workbook elements and application structure



Output options



File types

Lesson 2: Connecting to Data Sources with Tableau Desktop

Data Sources Tableau Desktop will connect to

Field classifications

Data Types and Roles in Tableau Desktop

Dimensions and Measures

Qualitative and quantitative data

Continuous (Green) and discrete (Blue) classifications

Bringing in the data

Add a Connection

Working in the Data Source view

Commands and icons

Preparing the Data

Setting data types manually

Selecting the fields to include and exclude

Applying filters to a connection

Use Aliases in fields

Clean, Trim and Format

Split Column or Extract Using Delimiters

Lesson 3: Combining Data Source

Introducing Relationships, Unions and Joins


Relationship or Union – Use Cases

Creating and Defining Table Relationships

Combine tables using a Union

Lesson 4: Visualising the Data

Overview of Data Visualisations

Worksheet structure

Pages, Filters and Marks

Columns, Rows, Pills and Shelf

Show Me

Data and Analytics pane

Key menus – Worksheet, Format and Analysis

Crosstab and text visuals

Creating a visual

Working with Marks options

Colour - applying Conditional Formats

Text and Detail – adding data to a visual

Tooltip – adding contextual information to tooltips

Sorting a visual

Formatting options

Adding Table Calculations using Analysis and the Marks card

Quick Table Calculations


Percent Of





Setting chart options using Marks

Measure calculations

Conditional colours

Details, labels and tooltips

Adding filters to visuals

Setting filter controls and options

Using filters across multiple worksheets

View Data to see underlying data in a Viz

Working with Hierarchies

Analytics in Visualizations

Summarise Lines and Total

Using Groups and Bins in Visualizations

Create Calculated Fields and Measures

Create a KPI Visualization

Geo-Data Roles and Maps

Lesson 5: Workbook and Worksheets

Format the Workbook

Fonts, Lines and Colours

Setting worksheet options

The Show Settings

Export, Copy and Updates

Format elements

Lesson 6: Dashboards and Stories

Build a Dashboard

Adding Sheets

Working with Device Layouts

Adding Objects to a Dashboard

Format the Dashboard

Test in Presentation Mode

Build a Story

Add sheets

Set captions

Test in Presentation Mode

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Why choose QA

Special Notices

Please Note: This course is currently under development. As such, elements of this syllabus could be subject to change.

Dates & Locations

Data for Business Users learning paths

= Required
= Certification
Microsoft Excel
Google Sheets
Microsoft Power BI
Microsoft Access
Need to know

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