Tableau Desktop Level I: Fundamentals

Duration: 1 Day

Course Overview

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.

How can I attend my course?

On-line from
your chosen location

At our dedicated
training facility

On-site at
your premises


Visualise data using the Tableau software

Course Content

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

You will receive a full set of course notes
and all supporting materials for your course.

Hard Copy Delivered to your premises or Downloaded to a chosen device.

To book this course please call 
+44 (0) 1444 410296 or email