Introduction to Tableau Desktop

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 as a private group class in the following delivery formats:

Live Virtual
1-4 students	$3000
5-8 students	$5700
9-12 students	$7500
*$700 per additional student

At Your Location
1-4 students	$3500
5-8 students	$6200
9-12 students	$8000
*$700 per additional student

Private Group Training

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.).

Customization

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 $150 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.

Why Choose Softek?

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