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Tableau On-Demand: Desktop Level 1 - Introduction for Novice Users


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Tableau On-Demand: Desktop Level 1 - Introduction for Novice Users Course Outline

***Note: This is an On-Demand (self-study) course, 180 day, 24/7 access via the internet***
(Applicable State and Local taxes may be added for On-Demand purchases, depending on your location.)
You may take this course at any time, there are no set dates. This On-Demand (self-study) training course includes expert lectures, demonstrations and exercises. Note: The 6-month course access period begins at time of purchase.

Software Note
This class assumes you have your own Tableau Desktop software license. This can either be purchased or you can use free trial software. See Tableau web site regarding trial software restrictions (may be limited to 14-day trial on any single computer for each software version).

Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern business. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent.

We’ll make sure you’re well prepared to take full advantage of Tableau's features. Whether you’re an experienced data analyst that wants to explore 2019-2020’s new Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. Beginning with the fundamentals, such as data connections with various file types, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data visualization. You’ll also work with Tableau’s many wizards and shortcuts, for the purpose of creating beautiful Business Intelligence visualizations quickly and with the least amount of effort.

In addition, we’ll show you how to work with calculations, dashboards and stories and be able to understand the various Tableau products that your company may be using. Therefore, you and your organization – will start making smarter and informed decisions which is really what this class provides.

This course is designed for the beginner Tableau user. It will help you understand and use the basic techniques for creating visualizations and combining them in interactive dashboards.

Alternative Class for Experienced IT Professional
If you already have some practice time with Tableau Desktop or have prior experience with similar software such as Power BI, you should consider taking the 2-day Tableau Introduction for Experienced IT Professionals. It has very similar content but moves at a faster pace. For course details click:
Tableau Training Classes & Certification

Before attending this course, students should have experience using Microsoft Excel and Pivot Tables and calculations in Excel are recommended. Use of Windows Operating System is also highly recommended.

Certification Options
This class offers a strong foundation in preparation for the Tableau Desktop Specialist Exam. The prep guide is shown here: https://mkt.tableau.com/files/DesktopSpecialist_ExamGuide.pdf

• Create stylish visualizations and dashboards that explain complexity with clarity
• Learn effective data storytelling to transform how your business uses ideas and makes decisions
• Explore features in Tableau Desktop that will help you redefine what business visualizations mean to your organization

• Find out how to build effective visualizations and dashboards
• Prepare and clean your data so you can be sure Tableau Desktop is finding answers to your questions – not raising more problems
• Discover how to create advanced visualizations that explain complexity with clarity and style
• Learn how to use data storytelling to aid decision-making and strategy
• Share dashboards and visualizations to cultivate a culture where data is available and valued

You have 24/7 access for 180-days to this digital course that includes 3h 40m of video presentation. As a traditional course it would be a 1-day class.

Course Outline

Taking Off with Tableau
The Cycle of Analytics
Connecting to Data
Foundations of Building Visualizations
Visualizing Data
Putting Everything Together in a Dashboard

Working with Data in Tableau
The Tableau Paradigm
Connecting to Various Types of Data
Managing Data Source Metadata
Working with Extracts Instead of Live Connections
Tableau File Types
Joins and Blends
Filtering Data

Venturing on to Advanced Visualizations
Comparing Values
Visualizing Dates and Times
Relating Parts of the Data to the Whole
Visualizing Distributions and Multiple Axes to Compare Different Measures

Starting an Adventure with Calculations
Row-Level and Aggregate-Level Calculations
Level of Detail Calculations
Ad Hoc Calculations
Performance Considerations

Diving Deep with Table Calculations
Quick Table Calculations
Relative Versus Fixed
Custom Table Calculations
Data Densification

Making Visualizations that Look Great and Work Well
Visualization Considerations
Leveraging Formatting in Tableau
Adding Value to Visualizations

Telling a Data Story with Dashboards
Key Concepts for Dashboards
Designing Dashboards in Tableau
Designing for Different Displays and Devices
How Actions Work

Digging Deeper – Trends, Clustering, Distributions and Forecasting

Cleaning and Structuring Messy Data
Structuring Data for Tableau
Dealing with Data Structure Issues
Overview of Advanced Fixes for Data Problems

Introducing Tableau Prep
Getting Prepped to Explore Tableau Prep
Understanding the Tableau Prep Builder Interface
Flowing with the Fundamental Paradigm

Advanced Visualizations, Techniques, Tips, and Tricks
Advanced Visualizations
Sheet Swapping and Dynamic Dashboards
Mapping Techniques
Using Background Images

Sharing your Data Story
Presenting, Printing, and Exporting
Sharing with Users of Tableau Desktop or Tableau Reader
Sharing with Users of Tableau Server, Tableau Online, and Tableau Public

View outline in Word


Attend hands-on, instructor-led Tableau On-Demand: Desktop Level 1 - Introduction for Novice Users training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Tableau Courses and select the one that's right for you.


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