Welcome to ONLC Training Centers

Tableau Desktop Level 1: Introduction for Novice Users Course Outline

 (4 days)
Version 2020
Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

*** WARNING: High Volume Class, Sign up Early ***
Tableau is our most popular series of classes. A green flag beside a date on the right means that a session has met the minimum enrollment levels and is running. However, it is common for dates for this course to fill weeks in advance. Even if a date has a green flag, you might not be able to get into that session if it is full. To avoid disappointment, it is best to register for this class at least three weeks in advance.

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 four-day 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. This will be a slower-paced class for users who need more time to review basic concepts and to allow additional lab time for practice.

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. See outline for this class below:
Tableau Desktop Level 1: Introduction for Experienced IT Professionals.

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

Course Outline

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

2. 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

3. 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

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

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

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

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

8. Digging Deeper – Trends, Clustering, Distributions and Forecasting

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

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

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

12. 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 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 Courses and select the one that's right for you.

Microsoft Gold Partner
Class Dates
(click date for class times)
(click Enroll for locations)
More dates...

Fee:  $1995

Savings options:

 15 Day Pass
 CEA Tech Saver
Need a price quote?

Follow the link to our self-service price quote form to generate an email with a price quote.

Email Alert

Receive an email when this class is available as "Ready to Run" or "Early Notice" status.

Train from your home or office

If you have high-speed internet and a computer you can likely take this class from your home or office.

Need a class for a group?

We can deliver this class for a private group at your location. Follow the link to request more information.

Attend computer classes from ONLC Training Centers Request a copy via mail


Class Format
Class Policies
Student Reviews

Bookmark and Share

First Name

Last Name