Designed for the beginner to intermediate level, Tableau Fundamentals is for anyone who works with data - regardless of technical or analytical background.This course teaches the important concepts and techniques used in Tableau Desktop. Attendees will learn how to build a wide variety of visualisations, combining them into interactive dashboards.


This training course is designed for Report and dashboard developers

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

Tableau Basics for Desktop

  • The Tableau Product Line
  • Key Terminology
  • Icons and visual cues
  • Getting started
  • Dimensions & Measures

Connecting to Data

  • Creating a Live Data Connection
  • Saving and Editing a Data Source
  • Metadata Grid
  • Sharing a Data Source
  • Exporting to an image file
  • Exporting Data only
  • Changes to the Data
  • Sharing Options

Filtering and Sorting Data

  • Filtering Data
  • Creating Date Filters
  • Sorting Data

Organising Data

  • Using Groups
  • Creating Hierarchies
  • Using Hierarchies

Working with Dates

  • Slicing Data by Date
  • Defining Discrete and Continuous Dates
  • Using Discrete Date Parts
  • Defining a Fiscal Year
  • Creating Custom Dates

Using Multiple Measures in a View

  • Using Measure Values and Measure Names
  • Creating Combo Charts
  • Creating Combined or Shared Axis Charts
  • Creating Dual Axis Charts

Showing the relationship between Numerical Values

  • Creating Scatter Plots
  • Creating Sets
  • Using Sets

Mapping Data Geographically

  • Mapping in Tableau
  • Geographic Mapping
  • Background Maps and Layers
  • Navigation and Selection in Maps

Using Specific Values

  • Creating Heat Maps
  • Creating Crosstabs
  • Creating Grand Totals, Sub-Totals and Changing Aggregation

Customising Data

  • Calculation Types
  • Creating Calculated Fields
  • Strings, Dates and Type Conversation Functions

Quick Table Calculations

  • Creating Quick Table Calculations
  • Running Totals
  • Displaying Year over Year Change
  • Using Rank

Showing Breakdowns of the Whole

  • Pie Charts and Parts of the Whole
  • Creating Tree Maps

Viewing Distributions

  • Bins and Histograms
  • Box Plots
  • Whisker Plots

Highlighting Data with Reference Lines

  • Using Reference Lines
  • Reference Bands
  • Using the Analytics Pane
  • Instant Analytics

Making your Views Available

  • Dashboards
  • Dashboard Actions

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