Introduction to Tableau

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  • Reviews star_rate star_rate star_rate star_rate star_half 839 Ratings
  • Course Code TABLEAU-INTRO
  • Duration 2 days
  • Available Formats Classroom

Tableau Software helps people analyze their data visually in just a few clicks, unlocking insights that were previously hidden in spreadsheets or databases. In this course, students will learn how to work with Tableau 9 or 10, connect to a variety of databases and data sources, and answer questions about trends, exceptions, and hidden insights. Then, presenting those insights in dashboards and sharing and presentation options will be covered. Students will move from novice to intermediate level and lay the foundation to take their skills to the next level.

Who Can Benefit

  • Tableau Users

Course Details

Tableau Fundamentals (Day 1)

  • Simple Data Connections and the Data Connection Interface
  • Understanding the Main Tableau Interface
  • Building Simple Visualizations
  • Saving Options
  • Understanding and Utilizing “Show Me”
  • Dimensions vs. Measures and How They Affect a Viz
  • What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
  • Continuous vs. Discrete Variables
  • Basic Dates
  • Setting the Fiscal Year
  • Basic Aggregations
  • Hierarchies
  • Sorting
  • Grouping
  • Formatting:
  • Color
  • Size
  • Labels
  • Detail
  • Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
  • Building Your First Dashboard
  • Labeling, Annotations, Tooltips and Data Highlighting:
  • Axis Labels
  • Annotations
  • Tooltips
  • Using the Data Highlighter
  • Quick Filters
  • Publishing and Sharing

Visual Best Practices and Visual Analytics (Day 2)

  • Connecting to Different Databases and Data Formats
  • Live vs. Extract Connections – The Basics
  • Reshaping and Formatting Data for Tableau
  • Managing Multiple Data Connections in a Single Workbook
  • Cross Database Filters
  • Cross Database Joins & Data Blending:
  • What about Data from 2 Different Sources?
  • What’s the Difference Between Joins, Cross-Database Joins, and Blending?
  • How Do I Create a Cross-Database Join?
  • When Would I Use a Cross-Database Join vs. Data Blending?
  • How Do I Blend Data?
  • Understanding the Navigation Menu:
  • File
  • Data
  • Worksheet
  • Dashboard
  • Story
  • Analysis
  • Map
  • Format
  • Server
  • Window and Help
  • Icon Menu
  • Showing Trends or Change Over Time:
  • Trends
  • Rate of Change and Moving Average
  • Part to Whole and Ranking Analysis:
  • The Standard Bar Chart
  • The Stacked Bar Chart
  • The Side-by-Side Bar
  • Pie Charts
  • Using the Index and Ranking Calculated Fields
  • Creating Dual Axis Charts and Combo Charts
  • Using Measure Names and Measure Values to Build a Viz
  • Totals and Subtotals
  • Using Maps and Spatial Analysis
  • Map Zooming
  • Showing Relationships between Numbers:
  • Scatter Plots
  • Trend Lines and Statistical Features
  • Reference Lines
  • Distributions
  • Heatmaps and Highlight Tables
  • Histograms
  • Motion Charts

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Good job coping with the "new" training, of having video learning in a group setting.

Fantastic and great platform for training! Would definitely take another course with them!

It was a great class taught by Ruben. It was great the way he used his experience and use cases to communicate to the class.

This was my second course through ExitCertified, and it continues to be a great way to learn and advance my career!

Excellent facilities, excellent staff.. and the coffee is good too! Thanks for helping to advance my career and the career of my colleagues!

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