Skip to content
Search upcoming classes
Course Name
Use coupon code LEARN21 at checkout for 21% off any course. Valid through 3/31/21.
*Offer excludes Scaled Agile (SAFe®) courses and private team training.

JumpStart to Tableau Desktop & Data Visualization

Gain an understanding of the key features and uses of the Tableau toolset in order to move from simple to complex visualizations, and then how to combine them in interactive dashboards.

JumpStart to Tableau Desktop & Data Visualization is a hands-on course designed for users new to Tableau, who handle and work with data, regardless of their technical or analytical background. Data-backed visualizations allow anyone to explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources, and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data driven insights with peers, executives and clients.

This course is only available for private deliveries.  

Available formats for this course
Live Online
Corporate Online
3 days/24 hours of instruction

Starting at: $1795

GSA Price: $1345

Group Rate: $1695

Part 1:  Tableau Fundamentals
1.    Overview of Tableau
2.    Navigate the Tableau Interface and Configure Settings

Part 2:  Connecting to and Preparing Data
1.    Connect to Data
2.    Prepare Data for Analysis
3.    Save Workbook Files

Part 3:  Exploring Data
1.    Create A View
2.    Customize Data in Visualizations

Part 4:  Managing, Sorting and Grouping Data
1.    Adjust Fields
2.    Sort Data
3.    Group Data

Part 5:  Saving and Sharing Data
1.    Save and Publish Data Sources
2.    Share Workbooks for Collaboration

Part 6:  Filtering Data
1.    Configure Worksheet Filters
2.    Apply Advanced Filter Options
3.    Create Interactive Filters

Part 7:  Customizing Visualizations
1.    Format and Annotate Views
2.    Highlight Data
3.    Create Advanced Visualizations
4.    Slicing Your Data by Date, Mapping Data Geographically, and Customizing Your Data
5.    Using Multiple Measures in A View, Showing the Relationship Between Numerical Values, and Viewing Specific Values

Part 8:  Creating Maps, Dashboards, and Stories
1.    Create Maps
2.    Create Dashboards
3.    Create Stories

Part 9:  Blending Data to Visualize Relationships
1.    Blend Data
2.    Troubleshoot and Refine Data Blends

Part 10:  Joining Data
1.    Create Joins
2.    Troubleshoot Joins
3.    Union Data

Part 11:  Accessing Data in Pdfs
1.    Connect to Pdfs
2.    Clean and Organize Pdf Data

Part 12:  Refining Visualizations with Sets and Parameters
1.    Create Sets
2.    Analyze Data with Sets
3.    Apply Parameters to Data to Refine Visualizations

Part 13:  Manipulating Data with Calculations
1.    Create Calculated Fields
2.    Manipulate Data with Functions
3.    Analyze Data with Table Calculations
4.    Analyzing Data with Quick Table Calculations
5.    Showing Breakdowns of the Whole

Part 14:  Visualizing Data with Advanced Calculations
1.    Create Groups and Bins with Calculations
2.    Analyze Data with Lod Expressions

Part 15:  Performing Statistical Analysis and Forecasting
1.    Perform Statistical Analysis
2.    Forecast Data Trends
3.    Highlighting Data with Reference Lines

Part 16:  Enriching Visualizations, Dashboards, and Maps
1.    Customize Mapped Data
2.    Enhance Visualizations with Tooltips
3.    Enhance Dashboards with Actions


  • Tableau Users new to using the tool
  • Tableau Users looking for a refresher of the basics or newer features
  • Beginner Tableau users who want to quickly get up to speed with intermediate level Tableau features and functions. 
  • Individuals working with data-regardless of technical or analytical background

  • Connect to data and save a data source.
  • Use the Tableau interface / paradigm to effectively create powerful visualizations.
  • Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, date math, logic statements and quick table calculations.
  • Represent your data using Cross Tabs, Geographic Maps, Heat Maps, Distribution Charts, Tree Maps, Pie Charts, Bar Charts Dual Axis and Combo Charts with different mark types, Box Plots, Highlight Tables, and Scatter Plots.
  • Use Reference Lines to highlight elements of your data.
  • Use groups, bins, hierarchies, sorts, sets, and filters to create focused and effective visualizations.
  • Use Measure Name and Measure Value fields to create visualizations with multiple measures and dimensions.
  • Handle changes in your data source such as field addition, deletion or name changes.
  • Share your visualizations with others.
  • Combine your visualizations into Inte

JumpStart to Tableau Desktop & Data Visualization Schedule

There are currently no scheduled classes for this course. Please contact us if you would like more information or to schedule this course for you or your company.

Learn more about corporate team training