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Tableau Desktop I: Fundamentals

Learn the fundamentals of Tableau Desktop in this foundational course for Creators. In this 2-day instructor-led course, you’ll gain a comprehensive introduction to data analysis and visual design...

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$1,200 USD
Duration 2 days
Course Code TTD101
Available Formats Classroom

Overview

Learn the fundamentals of Tableau Desktop in this foundational course for Creators. In this 2-day instructor-led course, you’ll gain a comprehensive introduction to data analysis and visual design to build a range of visualizations—from single worksheets to dashboards—and learn techniques to apply to your own data analysis with Tableau.

Skills Gained

When you complete this class, you will be able to:

  • Connect to data to edit its source.
  • Gather data for sorting, filtering, and grouping.
  • Use the Tableau workspace to create visualizations.
  • Build a range of essential chart types for analysis.
  • Create basic calculations, including quick table calculations.
  • Design interactive dashboards to reveal data insights.
  • Describe how to share and publish visualizations.

Who Can Benefit

This course is designed for Tableau Data Analysts to gain foundational Tableau skills to analyze and present data effectively. This course supports authoring in Tableau Desktop, Tableau Cloud, and Tableau Server. This course is recommended for those with a Creator license.

Course Details

Course Outline

Introduction to Tableau

  • Discover the Tableau Platform
  • Learn Application Terminology
  • Identify Visual Cues for Fields

Tableau Workflow

  • Understand the Tableau Workflow
  • Recognize Elements of a Visualization
  • Get Started in Tableau

Data Organization

  • Use Groups
  • Create and Use Hierarchies

Specific Values

  • Create Crosstabs
  • Generate Grand Totals, Subtotals, and Changing Aggregation
  • Build Highlight Tables

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

Data by Date

  • Work with Dates in Tableau
  • Use Discrete Date Parts and Continuous Date Values

Multiple Measures in a View

  • Measure Values and Names
  • Combine or Share Axis Charts
  • Create Dual Axis Charts

Relationships Between Numerical Values

  • Show Correlations and Outliers with Scatter Plots
  • Create a Scatter Plot
  • Analyze Using the Highlighter
  • Analyze an Outlier with the Data Guide
  • Use the Analytics Pane
  • Build Trend Lines and Models
  • Reference Lines and Bands

Geographic Data Mapping

  • Map in Tableau
  • Navigate and Select in Maps

Data Customization

  • Calculate in Tableau
  • Choose Between Calculation Types
  • Create and Edit Calculated Fields
  • Follow Formula Editor Conventions
  • Identify Types of Calculated Fields
  • Conduct Calculations and Aggregations
  • Use String Functions
  • Build Splits and Custom Splits
  • Convert Types
  • Calculate Dates

Quick Table Calculations

  • Discover Table Calculations
  • Use Quick Table Calculations
  • Harness Rank To Show Biggest to Smallest

Breakdowns of the Whole

  • Generate Pie Charts and Parts of the Whole
  • Create Tree Maps

View Sharing

  • Build Dashboards
  • Demonstrate Relations Between Dashboards and Worksheets
  • Generate Tiled or Floating Objects
  • Format Components
  • Change Dashboard Device Layouts
  • Conduct Dashboard Actions
  • Publish Your Dashboard Online

Schedule

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Fantastic and great training. Tons of hands-on labs to really make you understand the material being thought.

This was effective way to provide a ton of information in a short time period.

I thought the course was informative and the tools to go over the material were very nice.

Very interactive and in-depth course that really got me ready for the industry

the course is good, covers many aspects, wish the lab is a little bit more in depth