Job Role

Admin, Architect, Business Analyst, Consultant, Designer, End User, Marketer


In-Person: 2 Full Day(s)
Virtual: 2 Full Day(s) or 4 Half Day(s)

User Interface

Lightning Experience


Who should take this course?

This course is designed for Tableau beginners. It’s for anyone who works with data, regardless of technical or analytical background. If you’re an author, analyst, designer, data scientist, or admin new to Tableau, start here. This course accommodates authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.


Tableau Desktop I: Fundamentals is included in the Tableau Training Pass.

When you complete this course, you will be able to:

  • Connect to data and edit a data source.
  • Sort, filter, and group data.
  • Use the Tableau workspace to create visualizations.
  • Build a range of essential chart types for analysis.
  • Create basic calculations, including quick table calculations.
  • Build interactive dashboards to reveal data insights.
  • Describe how to share and publish visualizations.


Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Introduction to Tableau 

  • The Tableau Platform
  • Application Terminology 
  • Visual Cues for Fields 
  • Understanding Permissions in Tableau
  • Navigating a Tableau Site


Tableau Workflow

  • Understanding the Tableau Workflow
  • Elements of a Visualization
  • Getting Started in Tableau


Setting Up Connections and Data Sources 

  • Tableau File Types and Extensions
  • Creating a Live Data Connection
  • Saving and Editing a Data Source
  • Modifying Data Attributes
  • Understanding Changes to Data


Simplifying and Sorting Your Data

  • Data Filtering 
  • Creating Date Filters
  • Sorting


Organizing Your Data

  • Using Groups
  • Creating and Using Hierarchies


Viewing Specific Values

  • Creating Crosstabs
  • Grand Totals, Subtotals, and Changing Aggregation
  • Creating Highlight Tables


Slicing Your Data by Date

  • Working with Dates in Tableau
  • Using Discrete Date Parts and Continuous Date Values
  • Using Multiple Measures in a View
  • Using Measure Values and Measure Names in a View
  • Combined or Shared Axis Charts
  • Creating Dual Axis Charts


Showing the Relationship Between Numerical Values

  • Showing Correlations and Outliers with Scatter Plots
  • Create a Scatter Plot
  • Analyze Using the Highlighter
  • Analyze an Outlier Using Explain Data
  • Using the Analytics Pane
  • Trend Lines and Trend Model 
  • Reference Lines and Bands 


Mapping Data Geographically

  • Mapping in Tableau
  • Navigation and Selection in Maps


Customizing Your Data

  • Using Calculations in Tableau
  • Calculation Types
  • Creating and Editing Calculated Fields
  • Formula Editor Conventions
  • Types of Calculated Fields - Examples
  • Calculations and Aggregations
  • String Functions
  • Split and Custom Split
  • Type Conversions
  • Date Calculations - Examples


Analyzing Data with Quick Table Calculations

  • Table Calculation Overview
  • Using Quick Table Calculations
  • Using Rank to Show Biggest to Smallest


Showing Breakdowns of the Whole

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


Making Your Views Available

  • Dashboards
  • Dashboard Actions
  • Publish Your Dashboard Online