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Introduction to Tableau Desktop

Version 10
2 Days, 9:00-4:00

Course Overview

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

Course Outline

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 Discrete 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


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual or at Softek
Per student $950
Private Group Class: Live Virtual
1-4 students $4000
5-8 students $5700
9-12 students $7100
*$700 per additional student
Private Group Class: At Your Location or Softek
1-4 students $4300
5-8 students $6000
9-12 students $7450
*$700 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $125 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee