When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Tableau for Marketing Professionals
This Tableau course is for marketing professionals who want to leverage Tableau to analyze customer data, track website performance, and optimize their marketing strategies. By the end of this...
Read MoreOverview
This Tableau course is for marketing professionals who want to leverage Tableau to analyze customer data, track website performance, and optimize their marketing strategies. By the end of this course, learners become more effective marketers and are able to confidently create interactive dashboards and compelling stories that drive business growth and inform strategic marketing decisions.
In just two days, you'll gain hands-on experience with Tableau, learning how to connect to various data sources, build visualizations, and create dashboards that tell a story. Whether you're tracking campaign performance, understanding audience behavior, or optimizing your marketing mix, this course gives you the skills to make data-driven decisions that get results.
Skills Gained
- Learn the basics of Tableau to visualize your marketing data effectively
- Connect to different data sources seamlessly
- Create charts that show campaign performance, audience behavior, and conversion trends
- Combine key insights into dashboards that inform your marketing team and stakeholders
- Identify trends using table calculations
- Filter data effectively for different audiences, channels, or campaign types
- Map performance by region to understand geographic trends
- Share and publish your dashboards with ease
Prerequisites
This course is designed for beginners, so no prior experience with Tableau is required. We'll guide you through the fundamentals and help you build a strong foundation in data visualization tailored specifically for marketing.
Course Details
Technical Requirements
- Internet-connected laptop with Chrome or Firefox installed
- Microsoft Excel 2010 or later (2013 or later recommended)
- Tableau Desktop
- Tableau Server, Online, or Cloud, with at least one project learners can publish workbooks to
Materials
- All students will receive slides with lecture material, data sets, and labs
Course Outline
Tableau Fundamentals
- Transforming Marketing Data into Strategic Advantage
- Learn how to track performance across different channels, optimize your marketing spend, and present results that drive smarter decisions.
- Simple Data Connections and the Data Connection Interface
- Understanding the Main Tableau Interface
- Building Simple Visualizations
- Saving Options
- Understanding and Utilizing “Show Me”
- Dimensions vs. Measures and How They Affect a Visualization
- Understand what happens when you convert a measure to a dimension and how it changes your visualization.
- Continuous vs. Discrete Variables
- Basic Dates
- Learn how to set the fiscal year for your data
- Basic Aggregations
- Understand hierarchies, sorting, and grouping
- Formatting
- Learn how to customize color, size, labels, and detail for your visualizations.
- Building a Campaign Performance Dashboard
- Labeling, Annotations, Tooltips and Data Highlighting
- Learn how to use axis labels, annotations, tooltips, and the data highlighter to enhance your visualizations.
- Quick Filters
- Customize filter behavior to suit your needs
- Dashboard Objects
- Navigation Button
- Learn how to use navigation buttons and download buttons in your dashboards
- Publishing and Sharing
- Connecting to Campaign Performance Data
- Live vs. Extract Connections – The Basics
- Reshaping and Formatting Data for Tableau
- Managing Multiple Data Connections in a Single Workbook
- Cross Database Filters
- Cross Database Joins
- Understanding the Navigation Menu
- Calculated Fields
- Learn basic calculations, if/then statements, case/when statements, date calculations, ratios, aggregations, YTD and rolling averages, and fixed LOD calculations.
- Showing Trends or Change Over Time
- Use line charts, moving averages, percent change, year-over-year growth, and forecasting to track trends.
- Part to Whole and Ranking Analysis
- Use bar charts, stacked bar charts, side-by-side bars, pie charts, and ranking calculated fields to analyze data.
- Creating Dual Axis Charts and Combo Charts
- Using Measure Names and Measure Values to Build a Data Table
- Totals and Subtotals
- Using Maps and Spatial Analysis
- Learn how to zoom in on maps for detailed analysis.
- Showing Relationships between Numbers
- Use scatter plots, trend lines, correlation, and reference lines to explore relationships.
- Distributions
- Use heatmaps, highlight tables, and histograms for campaign comparison across segments.
- KPI and BANs
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.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
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
The class covered the concepts needed for the AWS Cloud Practitioner Certification.
Exit certified was great as it is very in depth and hands on learning which made it very easy to learn this type of work.
The tool provided to practice the course teachings is very functional and easy to use.
Great and very intuitive. Better than the traditional hit the wrong button/lose points.
It was very informative and covered all the required materials along with handson labs for practice.
