Model Online / On-Site
Duration
Modules 6 modules

Course Objective & Scope

Tableau's drag-and-drop interface enables fast exploratory analysis and interactive dashboards, but using it well requires a solid grasp of dimensions, measures, continuous/discrete fields and filter order. The programme covers data connections and relationships, core charts, calculated fields, table calculations and LOD expressions.

Participants design an interactive dashboard with parameters and actions, build a story and publish content to Tableau Cloud or Tableau Server. Exercises run on a sample dataset adapted to the organisation's domain.

Who Should Attend?

  • Analysts starting to use Tableau
  • Reporting and business intelligence teams
  • Marketing, sales and finance specialists who analyse data
  • Prerequisite: basic analysis experience in Excel

Key Takeaways

  • Connect to different data sources and define relationships
  • Build correct charts using dimension/measure and continuous/discrete concepts
  • Write calculated fields, table calculations and LOD expressions
  • Design interactivity with parameters and dashboard actions
  • Publish and share work on Tableau Cloud

Curriculum

Tableau Interface and Data Connections
  • Data sources, relationships and extract/live connections
  • Dimensions, measures, continuous and discrete fields
Core Charts and Filters
  • Bar, line, map and scatter charts
  • Filter types and order of operations
Calculations
  • Calculated fields and table calculations
  • FIXED, INCLUDE and EXCLUDE LOD expressions
Parameters and Interactivity
  • Dynamic measures and scenarios with parameters
  • Filter, highlight and set actions
Dashboard and Story Design
  • Layout, containers and device layouts
  • Presenting findings with stories
Publishing and Sharing
  • Publishing to Tableau Cloud/Server and permissions
  • Subscriptions and data refresh

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