Tableau Fundamentals Training

Tableau Fundamentals

A beginner friendly course on turning data into clear, trustworthy visuals with Tableau. Participants learn how to connect to data, build core charts, design simple dashboards, and share results safely.

What will you learn?

You will understand Tableau’s workflow from data connection to publishing. You will create clean visualizations, apply basic calculations, add interactivity, and prepare a small dashboard that answers a practical question.

After this training you will be confident in:

Navigating Tableau, connecting to files and databases, and shaping data
Building core charts and choosing the right visual for the job
Using filters, groups, sets, and parameters for flexible analysis
Creating a simple, readable dashboard and sharing it responsibly

Requirements:

Tableau Desktop or Tableau Cloud authoring access
Sample datasets you can use safely during training
Comfort with spreadsheets and basic data concepts

Course Outline*:

*We know each team has their own needs and specifications. That is why we can modify the training outline per need.

Module 1: Getting started with Tableau

Interface tour and the data to visuals workflow
Dimensions vs measures, discrete vs continuous fields
Show Me, marks card, shelves, and pills explained
Saving projects and organizing workbooks

Module 2: Connecting and shaping data

Connecting to Excel, CSV, and common databases
Joins vs unions and when to use relationships
Data types, roles, and geographic roles
Cleaning with Data Source page and basic pivots

Module 3: Visual analytics basics

Bar, line, area, scatter, and highlight tables
Sorting, grouping, and quick totals
Filters, top N, and context filters
Tooltips and number formatting for readability

Module 4: Building a first dashboard

Layout, containers, and spacing for clean design
Using actions for simple cross filtering
Titles, legends, and annotation best practices
Checklist for clarity and accessibility

Module 5: Calculations you will use often

Row level vs aggregate calculations
Calculated fields for ratios and per capita views
Table calculations for running totals and percent of total
Quick LOD concepts for fixed comparisons

Module 6: Interactivity and parameters

Hierarchies and drill down patterns
Parameter controls to switch metrics or views
Dynamic titles, reference lines, and bands
Simple what if analysis with parameters

Module 7: Dates, maps, and small multiples

Date parts vs date values and custom date hierarchies
Creating maps, layers, and custom territories
Density and symbol maps with meaningful color and size
Small multiples to compare categories at a glance

Module 8: Publishing, data refresh, and governance

Packaging workbooks and publishing to Tableau Cloud or Server
Permissions, data source publishing, and refresh basics
Versioning, descriptions, and documentation in the workbook
Sharing dashboards responsibly with context and caveats

Hands-on learning with expert instructors at your location for organizations.

Level:

Intermediate

Duration:

Hours (days:

)

Training customized to your needs

Immersive hands-on experience in a dedicated setting

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

Master new skills guided by experienced instructors from anywhere.

Level:

Intermediate

Duration:

Hours (days:

)

Training customized to your needs

Reduced training costs

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

You can participate in a Public Course with people from other organisations.

/per trainee

Thanks for the numbers, they could be going to your emails. But they're going to mine... Thanks ;D

Oops! Something went wrong while submitting the form.

Level:

Intermediate

Duration:

Hours (days:

)

Fits ideally for individuals and small groups

Networking opportunities with fellow participants.

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

Tableau Fundamentals

What will you learn?

Requirements:

Course Outline*:

Module 1: Getting started with Tableau

Module 2: Connecting and shaping data

Module 3: Visual analytics basics

Module 4: Building a first dashboard

Module 5: Calculations you will use often

Module 6: Interactivity and parameters

Module 7: Dates, maps, and small multiples

Module 8: Publishing, data refresh, and governance

Get Quote for:

Tableau Fundamentals

Start your training experience here!