About the course
Tableau is a powerful and intuitive data visualization and business intelligence tool that empowers users to quickly connect to diverse data sources, visually explore their data, and create interactive dashboards to discover and share insights. Its drag-and-drop interface makes complex data analysis accessible, enabling users to turn raw data into meaningful visual stories without requiring extensive technical expertise. This 2-day intensive hands-on training course provides a comprehensive introduction to Tableau Desktop, equipping participants with the foundational skills needed to confidently navigate the interface, connect to various data sources, perform essential data exploration and preparation tasks, and build impactful visualisations and interactive dashboards.
The course begins by introducing the Tableau ecosystem and helping participants become familiar with the Tableau Desktop environment. Participants will learn the key steps involved in the analytical process using Tableau, starting with how to connect to different types of data sources (including connecting to live data), understanding essential data preparation techniques within Tableau (such as splitting fields), and learning how to create reusable data sources and the considerations for sharing them and the impact of underlying data changes. A significant portion of the training is dedicated to exploring and organising data effectively within Tableau, covering crucial techniques such as filtering data based on dimensions, measures, and dates, sorting data for clear presentation, understanding and creating Groups and Hierarchies to structure data logically, and working effectively with various representations of Time data (discrete vs. continuous, creating custom dates).
Building upon data preparation and exploration skills, the course guides participants through creating a variety of standard and advanced visualisations and reports in Tableau. This includes techniques for analysing multiple measures in the same chart using Measure Values and Measure Names, creating charts with multiple measures sharing the same axis or using dual axes with different chart types, building Scatter plots, producing clear tabular reports using Text Tables and adding insight with Highlight Tables, and visualising proportional data effectively with Pie Charts and Tree Maps. Participants will also learn to perform essential calculations using Calculated Fields (covering aggregations, strings, dates, and comparative calculations) and receive an introduction to Table Calculations and Quick Table Calculations. The course culminates in demonstrating how to combine analyses into interactive Dashboards and enhance their usability and narrative power with Dashboard Actions, empowering attendees to create and share insightful data stories that drive understanding and inform decisions.
Instructor-led online and in-house face-to-face options are available - as part of a wider customised training programme, or as a standalone workshop, on-site at your offices or at one of many flexible meeting spaces in the UK and around the World.
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- Navigate the Tableau Desktop interface and understand the basic analytical process within Tableau.
- Connect to various data sources (including live data), perform basic data preparation (splitting fields), and manage data sources for reusability and sharing.
- Explore and filter data using dimensions, measures, and dates, and sort data effectively within views.
- Organise data by creating and using Groups and Hierarchies.
- Work effectively with different representations of date and time data in Tableau.
- Create various standard chart types to analyse data, including charts with multiple measures, scatter plots, maps, pie charts, and tree maps.
- Produce tabular reports such as Text Tables and Highlight Tables.
- Perform calculations using Calculated Fields (including aggregations, strings, dates, and comparative calculations) and Quick Table Calculations.
- Add analytical context to visuals using Reference Lines and Reference Bands.
- Combine analyses into interactive Dashboards and add interactivity using Dashboard Actions.
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This 2-day intensive hands-on training course is designed for individuals who are new to Tableau Desktop and want to learn how to connect to data, perform analysis, and create visualisations and interactive dashboards. It is ideal for:
Data Analysts
Business Intelligence Professionals
Business Users and Managers
Researchers
Anyone who needs to visualize, explore, and analyse data using Tableau Desktop.
Individuals looking to get started with a leading data visualisation tool.
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Participants should have:
Familiarity with basic data concepts (e.g., understanding of tables, fields/columns, rows/records, data types).
Basic computer literacy.
No prior experience with Tableau Desktop is required.
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This Tableau course is available for private / custom delivery for your team - as an in-house face-to-face workshop at your location of choice, or as online instructor-led training via MS Teams (or your own preferred platform).
Get in touch to find out how we can deliver tailored training which focuses on your project requirements and learning goals.
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Introduction to Tableau
The Tableau Ecosystem: Overview of Tableau products and capabilities.
Know your way around: Navigating the Tableau Desktop interface.
Getting started
Understanding the analytical process in Tableau: From connection to dashboard.
Creating your first Dashboard.
Connecting to a data source
Connecting to live data.
Splitting fields within Tableau.
Creating reusable data sources.
Sharing data sources.
Understanding the impact of underlying data changes.
Exploring your data
Filtering data:
Filtering using Dimensions.
Filtering using Measures.
Filtering using Dates.
Using Views to sort data.
Organising your data
Understanding Groups & Hierarchies concepts.
Creating a Tableau Group using multiple members within a dimension.
Creating a Tableau Hierarchy using multiple dimensions.
Working with Time data
Discrete and Continuous Dates in Tableau.
Creating Custom Dates.
Analysing multiple measures in the same chart
Using Measure Values and Measure Names.
Displaying multiple measures sharing the same axis.
Creating Dual axes with multiple chart types.
Building Scatter plots.
Mapping your data
Map Navigation and Map options in Tableau.
Creating Territory groups on maps.
Producing tabular reports
Creating Text Tables in Tableau.
Adding insight with Highlight Tables.
Performing calculations
Introduction to Calculated Fields.
Performing Aggregations.
Working with Strings in calculations.
Working with Dates in calculations.
Comparative calculations.
Introduction to Table Calculations.
Using Quick Table Calculations.
Visualisation of proportional data
Creating Pie Charts.
Creating Tree Maps.
Reference lines and data
Adding Reference Lines to charts.
Adding Reference Bands to charts.
How do I combine my analyses?
Creating Dashboards: Layout and design.
Making Dashboards Interactive with Actions (Filter, Highlight, Go To URL).
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Tableau Online Help/Documentation: The official and comprehensive documentation for Tableau Desktop features.
Tableau Community Forums: A valuable resource for asking questions, finding answers, and connecting with other Tableau users.
Tableau Public: A platform to explore and share public data visualisations, offering inspiration and examples.
Tableau Blog: Provides articles, tips, and insights on effective data visualization principles.
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