Tableau Desktop (Levels I and II): Hands-On

Duration: 2 Days

Course Overview

Designed for the beginner to intermediate level, this course is for staff that work with data – regardless of technical or analytical background. The 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


Effectively visualise data using the Tableau software

Course Content Day 1

An Introduction to Tableau

Lab 1 – Understanding the Interface:
• The Tableau Product Line
• Key Terminology
• Icons and visual cues
• Getting started
• Dimensions & Measures

Consuming Data with Tableau

Lab 2 – Connecting to Data Sources:
• Creating a Live Data Connection
• Metadata Grid
• Exporting to an image file
• Changes to the Data
• Desktop Architecture
• Data Connection Pane
• Joining Tables

Creating Visualizations

Lab 3 – Visualizing Data:
• Creating Heat Maps
• Creating Crosstabs
• Creating Scatter Plots
• Creating Combo Charts
• Creating Stacked Bar Charts
• Creating Grand Totals, Sub-Totals and Changing Aggregation
• Filtering Data
• Creating Date Filters
• Sorting Data
• Using Groups
• Creating Hierarchies
• Using Hierarchies
• Slicing Data by Date
• Defining Discrete and Continuous Dates
• Using Discrete Date Parts
• Defining a Fiscal Year
• Creating Custom Dates
• Using Measure Values and Measure Names
• Creating Combo Charts
• Creating Combined or Shared Axis Charts
• Creating Dual Axis Charts
• Creating Scatter Plots
• Creating Sets
•Using Sets
• Using the Analytics Pane
• Instant Analytics
• Creating Parameters
• Using Parameters
• Using Parameters and Reference Lines
• Creating Dual Axis Charts
• Box and Whisker Chart
• Bar in Bar

Course Content Day 2

Creating Calculated Fields

Lab 4 – Creating and consuming calculations:
• Calculation Types
• Creating Calculated Fields
• Strings, Dates and Type Conversation Functions
• Creating and Editing Calculated Fields
• Split
• Custom Split
• Calculations and Aggregations
• Calculations Performed on the Database
• Aggregating Dimensions in Calculations
• Level of Detail Calculations

Geographic Data

Lab 5 – Mapping Geographic Data:
• Mapping in Tableau
• Geographic Mapping
• Background Maps and Layers
8 Navigation and Selection in Maps

Dashboards and Stories

Lab 6 – Sharing Insights:Dashboards
• Dashboard Actions
• Creating a Story

Distributing Workbooks

• Saving and Editing a Data Source
• Sharing a Data Source
• Using Data Extracts
• Creating Data Extracts
• Exporting Data only
• Sharing Options

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