This course is designed for the professional who has a solid working experience with Tableau and is eager to take it to the next level.Attendees should have a deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch their heads when it comes to table calculations or building advanced visualisations.
  • Tableau Desktop - Fundamentals


This training course is designed for Report and dashboard developers.

To enable the delegate to start to visualise their data using the Tableau software.

Review of Fundamentals

  • Creating A Heat Map
  • Creating Scatter Plots
  • Creating Combo Charts
  • Creating Stacked Bar Charts
  • Using Measure Values and Measure Names in a view

Working with Single Data Sources

  • Desktop Architecture
  • Data Connection Pane
  • Metadata Grid
  • Using Data Extracts
  • Creating Data Extracts
  • Joining Tables
  • Using Custom SQL

Using Calculations

Using Multiple Data Sources

  • Data BlendingBlending without a Linked Field
  • Using Calculated Fields in a Blended View
  • Understanding where calculations occur
  • Creating and Editing Calculated Fields
  • Split
  • Custom Split
  • Calculations and Aggregations
  • Calculations Performed on the Database
  • Aggregating Dimensions in Calculations
  • Level of Detail Calcualtions

Advanced Table Calculations

  • Table Calculation Overview
  • Scope and Direction
  • Null Values in Table Calculations
  • Table Calculations for Statistical Analysis

Creating and Using Parameters

  • Creating Parameters
  • Using Parameters
  • Using Parameters and Reference Lines
  • Creating Dual Axis Charts

Comparing Measures against a goal

  • Showing Progress towards Target (Bar in Bar graph)
  • Showing Staged progress towards a Target (Bullet graph)

Showing Ranked Data

  • Showing Top N / Bottom N Values
  • Nested Top N with Context

Tableau Geocoding

  • Navigation and selection in Maps
  • How Tableau performs Automatic Geocoding of Data
  • Modifying Geocode Locations
  • Using Background images for Spatial Analysis

Statistics and Forecasting

  • Trend Lines
  • Forecasting
  • Instant Analytics

Showing Distributions of Data

  • Reference Distributions
  • Pareto Charts (80:20 concept)

Dashboard & Stories

  • Planning your Dashboard
  • Building your Dashboard with Advanced Techniques
  • Adding Actions to your Dashboard
  • Visual Best Practices
  • Creating Stories with Data

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