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Tableau Fundamentals

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  • Prepare for the Tableau Specialist exam
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Course Overview

Build a solid foundation in Tableau. This course equips you with the essential Tableau skills to analyze data, build dashboards, and prepare for the Tableau Desktop Specialist certification exam. 

Course Length:               2  Days

Audience: This course is designed for the beginner Tableau user. It is for anyone who works with data, regardless of technical or analytical background. You’ll learn about and how to use the important concepts and techniques in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards.

Prerequisites: Working knowledge of Windows operating systems.

What You're Going To Learn

  • Connect to your data.
  • Edit and save a data source.
  • Understand Tableau terminology.
  • Use the Tableau interface / paradigm to effectively create powerful visualizations.
  • Create basic calculations including basic arithmetic calculations, custom aggregations and ratios, date math, and quick table calculations.
  • Represent your data using the following visualization types: Cross Tabs, Geographic Maps, Heat Maps, Tree Maps, Pie Charts, Bar Charts, Dual Axis and Combo Charts with different mark types, Highlight Tables, Scatter Plots.
  • Build dashboards to share visualizations

Register for an Upcoming Date

Date Location Price Register
Nov 2, 2026 Remote Live $1,299.00 Register
Jan 7, 2027 Remote Live $1,299.00 Register

Course Outline

Lesson 1: Tableau Fundamentals

  • Overview of Tableau
  • Navigate the Tableau Desktop Interface

Lesson 2: Connecting to and Preparing Data

  • Connect to Data
  • Save Workbook and Extract Files
  • Build a Data Model
  • Prepare Data for Analysis

Lesson 3: Exploring Data with Views and Visualizations

  • Create Views and Visualizations
  • Edit Visualizations to Support Data Analysis
  • Create and Use Hierarchies
  • Perform Quick Table Calculations

Lesson 4: Managing, Sorting, and Grouping Data

  • Manage Fields
  • Sort Data
  • Group Data

Lesson 5: Saving, Publishing, and Sharing Data

  • Save Data Sources
  • Publish Data Sources
  • Share and Publish Workbooks

Lesson 6: Filtering Data

  • Configure Basic Filters
  • Configure Advanced Filter Options
  • Create Interactive Filters

Lesson 7: Customizing Visualizations

  • Format and Annotate Views
  • Emphasize Data in Visualizations
  • Create Animated Workbooks
  • Apply Best Practices for Visual Design

Lesson 8: Creating and Enhancing Dashboards

  • Create Dashboards
  • Enhance Dashboards with Actions
  • Create Mobile Dashboards

Lesson 9: Creating and Enhancing Stories

  • Create Stories
  • Enhance Stories with Tooltips

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