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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)


Who should take this course?

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

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

  • Connect to data to edit its source.

  • Gather data for sorting, filtering, and grouping.

  • Use the Tableau workspace to create visualizations.

  • Build a range of essential chart types for analysis.

  • Create basic calculations, including quick table calculations.

  • Design 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

  • Discover the Tableau Platform

  • Learn Application Terminology

  • Identify Visual Cues for Fields


Tableau Workflow

  • Understand the Tableau Workflow

  • Recognize Elements of a Visualization

  • Get Started in Tableau


Connection and Data Source Setup

  • Identify Tableau File Types and Extensions

  • Create a Live Data Connection

  • Save and Edit a Data Source

  • Modify Data Attributes

  • Understand Changes to Data


Data Simplification and Sorting

  • Filter Data

  • Create Date Filters

  • Sort Data


Data Organization

  • Use Groups

  • Create and Use Hierarchies


Specific Values

  • Create Crosstabs

  • Generate Grand Totals, Subtotals, and Changing Aggregation

  • Build Highlight Tables


Data by Date

  • Work with Dates in Tableau

  • Use Discrete Date Parts and Continuous Date Values


Multiple Measures in a View

  • Measure Values and Names

  • Combine or Share Axis Charts

  • Create Dual Axis Charts


Relationships Between Numerical Values

  • Show Correlations and Outliers with Scatter Plots

  • Create a Scatter Plot

  • Analyze Using the Highlighter

  • Analyze an Outlier with the Data Guide

  • Use the Analytics Pane

  • Build Trend Lines and Models

  • Reference Lines and Bands


Geographic Data Mapping

  • Map in Tableau

  • Navigate and Select in Maps


Data Customization

  • Calculate in Tableau

  • Choose Between Calculation Types

  • Create and Edit Calculated Fields

  • Follow Formula Editor Conventions

  • Identify Types of Calculated Fields

  • Conduct Calculations and Aggregations

  • Use String Functions

  • Build Splits and Custom Splits

  • Convert Types

  • Calculate Dates


Quick Table Calculations

  • Discover Table Calculations

  • Use Quick Table Calculations

  • Harness Rank To Show Biggest to Smallest


Breakdowns of the Whole

  • Generate Pie Charts and Parts of the Whole

  • Create Tree Maps


View Sharing 

  • Build Dashboards

  • Demonstrate Relations Between Dashboards and Worksheets

  • Generate Tiled or Floating Objects

  • Format Components

  • Change Dashboard Device Layouts

  • Conduct Dashboard Actions

  • Publish Your Dashboard Online