Tableau Desktop I: Fundamentals Training
This course is designed for Tableau beginners. It’s for anyone who works with data, regardless of technical or analytical background. If you’re an author, analyst, designer, data scientist, or admin new to Tableau, start here. This course accommodates authoring in Tableau Desktop, Tableau Cloud, and Tableau Server.
Tableau Desktop I: Fundamentals
Course Overview
When you complete this course, you will be able to:
- Connect to data and edit a data source.
- Sort, filter, and group data.
- Use the Tableau workspace to create visualizations.
- Build a range of essential chart types for analysis.
- Create basic calculations, including quick table calculations.
- Build interactive dashboards to reveal data insights.
- Describe how to share and publish visualizations.
Course Outline
- Introduction to Tableau
- The Tableau Platform
- Application Terminology
- Visual Cues for Fields
- Understanding Permissions in Tableau
- Navigating a Tableau Site
- Tableau Workflow
- Understanding the Tableau Workflow
- Elements of a Visualization
- Getting Started in Tableau
- Setting Up Connections and Data Sources
- Tableau File Types and Extensions
- Creating a Live Data Connection
- Saving and Editing a Data Source
- Modifying Data Attributes
- • Understanding Changes to Data
- Simplifying and Sorting Your Data
- Data Filtering
- Creating Date Filters
- Sorting
- Organizing Your Data
- Using Groups
- Creating and Using Hierarchies
- Viewing Specific Values
- Creating Crosstabs
- Grand Totals, Subtotals, and Changing
- Aggregation
- Creating Highlight Tables
- Slicing Your Data by Date
- Working with Dates in Tableau
- Using Discrete Date Parts and
- Continuous Date Values
- Using Multiple Measures in a View
- Using Measure Values and Measure
- Names in a View
- • Combined or Shared Axis Charts
- • Creating Dual Axis Charts
- Showing the Relationship Between Numerical Values
- Showing Correlations and Outliers
- with Scatter Plots
- Create a Scatter Plot
- Analyze Using the Highlighter
- Analyze an Outlier Using Explain Data
- Using the Analytics Pane
- Trend Lines and Trend Model
- Reference Lines and Bands
- Mapping Data Geographically
- Mapping in Tableau
- Navigation and Selection in Maps
- Customizing Your Data
- Using Calculations in Tableau
- Calculation Types
- Creating and Editing Calculated
- Fields
- Formula Editor Conventions
- Types of Calculated Fields - Examples
- Calculations and Aggregations
- String Functions
- Split and Custom Split
- Type Conversions
- Date Calculations - Examples
- Analyzing Data with Quick Table Calculations
- Table Calculation Overview
- Using Quick Table Calculations
- Using Rank to Show Biggest to
- Smallest
- Showing Breakdowns of the Whole
- Pie Charts and Parts of the
- Whole
- Creating Tree Maps
- Making Your Views Available
- Dashboards
- Dashboard Actions
- Publish Your Dashboard Online
Intended Audience
- New Tableau users and those seeking a formal introduction to Tableau.
- Administrator Architect
- Business Analyst
- Consultant
- Designer
- End User
- Marketer
Prerequisites
There are no prerequisites for this course.
Follow-On Courses
Related training topics
Justify your training
Use this sample request letter — copy it into an email to your manager and personalize the bracketed details to make the case for the time and budget.
Sample training request letter
Subject: Request for Data Analytics & Databases training from Applied Technology Academy
[Decision Maker Name],
I'm writing to request time and budget approval to complete Applied Technology Academy's course, Tableau Desktop I: Fundamentals Training. The information below outlines how this training benefits our organization, the tasks I'll be able to perform after completing it, and relevant cost and funding details.
Course Description
This course is designed for Tableau beginners. It’s for anyone who works with data, regardless of technical or analytical background. If you’re an author, analyst, designer, data scientist, or admin new to Tableau, start here. This course accommodates authoring in Tableau Desktop, Tableau Cloud, and Tableau Server. Applied Technology Academy is an award-winning, SBA-certified woman-owned training provider (est. 2008) whose instructors are active practitioners; the course is hands-on with virtual labs and a learn-by-doing methodology.
Course Objectives
Once I've completed the course, I'll have hands-on, job-ready skills in data analytics & databases that I can apply immediately to our work.
Expected Organizational Benefits
After completing this course, I will be better equipped to apply these skills directly to our projects, reduce our reliance on outside expertise, strengthen our team's capabilities, and share what I learn with colleagues.
Expected Cost & Funding
Course fee: [request an itemized quote at the link below]. Applied Technology Academy supports multiple funding paths that may reduce or cover this cost: GSA MAS purchasing and government purchase orders, military credentialing funding (Army CA, AF COOL, CG COOL), VA GI Bill and VR&E, ATA Flexible Spending, and student financing. Private team cohorts are available if colleagues should attend with me.
Conclusion
This training provides practical, hands-on experience I can apply immediately to strengthen our work in data analytics & databases. Additional course information is available at https://appliedtechnologyacademy.com/tableau-training/tableau-desktop-i-fundamentals-training/.
Thank you for your consideration,
[Your Name]
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