Proudly serving the D.C. metro
area for over 25 years.

Softek Services, Inc.
1156 15th Street, NW, Suite 100
Washington, DC 20005
(202) 747-5000

Computer Training Software Consulting Database Programming

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  • Instructor-led Training Instructor-led Training
  • Join a Public Class Join a Public Class
  • Private Group Classes Private Group Classes
  • Transition Classes Transition Classes
  • Virtual Training Virtual Training
  • Customization & Documentation Customization & Documentation
  • Web and Database Development Web and Database Development
  • We Have Classrooms We Have Classrooms

Getting Started with Tableau Desktop

2 Days, 9:00-4:00, 12 Hours

Tableau transforms your data into rich visuals that facilitate new ways of thinking about and organizing information. This two-day course is designed to help you understand and use the important concepts and techniques in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards. This course is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data — regardless of technical or analytical background.

Course objectives:

  • Become familiar with the Tableau interface
  • Connect to various data sources
  • Create different types of data visualizations
  • Build dashboards to present findings and share insights

Creating Your First Visualizations and Dashboard

  • Connecting to Data
  • Foundations for Building Visualizations
  • Measures and Dimensions
  • Discrete and Continuous
  • Visualizing Data
  • Creating Bar Charts
  • Creating Line Charts
  • Creating Geographic Visualizations
  • Using Show Me
  • Bringing Everything Together in a Dashboard

Working with Data in Tableau

  • Connecting to Data in a File, Server, or in the Cloud
  • Managing Data Source Metadata
  • Working with Extracts Instead of Live Connections
  • Creating Extracts
  • Using Extracts
  • Performance Considerations
  • Tableau File Types
  • Joins and Blends
  • Joining Tables
  • Cross Database Joins
  • Blending Data Sources
  • Filtering Data
  • Filtering Discreate Fields
  • Filtering Continuous Fields
  • Filtering Dates
  • Making Data Work for You
  • Structuring Data for Tableau: Tall and Narrow vs. Short and Wide
  • Techniques for Dealing with Data Issues


Creating More Visualizations

  • Comparing Values Across Different Dimensions
  • Visualizing Dates and Times
  • Built-in Date Hierarchy
  • Gantt Charts
  • Relating Parts of the Data to the Whole
  • Visualizing Distributions
  • Comparing Measures with Multiple Axes

Working with Calculations

  • Creating and Editing Calculations
  • Overview of Calculation Types
  • Row Level Examples
  • Aggregate Level Examples
  • Level of Detail Examples
  • Creating Parameters
  • Ad Hoc Calculations

Formatting Visualizations

  • Formatting Considerations
  • Worksheet Level Formatting
  • Field-Level Formatting
  • Adding Value to Visualizations

Telling Stories with Dashboards

  • Creating Views that Drill-down on Data
  • Creating the Dashboard Framework
  • Implementing Actions and Interactivity

Sharing the Data Story

  • Presenting, Printing and Exporting
  • Sharing with Tableau Desktop and Tableau Reader


View Upcoming Schedule or Register for a Class

Is this the right course for you? Please contact our office at (202) 747-5000 if you have any questions.

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Public Class

$950 per student


Private Group Classes

Conducted at Your Office

$5700 flat fee for up to 6 students

$600 per additional student

Conducted at Softek's Facility

$6000 flat fee for up to 6 students

$600 per additional student

View Schedule or Register

Why choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee