When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Tableau for Consultants
This Tableau course is for consultants who want to learn how to transform complex, messy, and multi-source data into actionable insights. Learners gain skills in both Tableau Desktop and Tableau Prep...
Read MoreOverview
This Tableau course is for consultants who want to learn how to transform complex, messy, and multi-source data into actionable insights. Learners gain skills in both Tableau Desktop and Tableau Prep to clean, structure, and join real-world data sets, then visualize trends, compare key metrics, and create interactive dashboards. By the end of the course, learners confidently turn disorganized data into clear, client-ready insights that support confident, data-driven consulting. This hands-on training teaches consultants how to deliver high-impact recommendations to clients, driving strategic decisions and improving outcomes.
Our expert-led approach ensures that you not only learn the software but also develop the skills to tackle real-world challenges and deliver measurable results. With a focus on storytelling and practical applications, you'll be able to create memorable and impactful visualizations that persuade stakeholders and drive organizational change.
Skills Gained
- Master the basics of Tableau to create clear and compelling data visualizations
- Connect to various data sources effortlessly
- Clean and structure messy, multi-source data using Tableau Prep
- Combine and blend related datasets with inconsistent fields or formats
- Create custom fields and filters to support trend, cohort, and comparison analysis
- Build dashboards that visualize key performance indicators (KPIs) and uncover hidden patterns
- Use parameters and interactivity to explore different scenarios or business segments
- Present insights using dashboards and storypoints tailored for client communication
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 consultants.
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
- From Spreadsheets to Strategy: Visual Analytics for Modern Finance
- Simple Data Connections and the Data Connection Interface
- Understanding the Main Tableau Interface
- Building Simple Visualizations
- Saving Options
- Understanding and Utilizing “Show Meâ€
- Dimensions vs. Measures and How They Affect a Visualization
- What if We Wanted to Convert a Measure to a Dimension? How Would the Viz Change?
- Continuous vs. Discrete Variables
- Basic Dates
- Setting the Fiscal Year
- Basic Aggregations
- Hierarchies
- Sorting
- Grouping
- Formatting
- Color
- Size
- Labels
- Detail
- Formatting Individual Elements vs. the Entire Sheet vs. the Entire Workbook
- Building Your First Dashboard
- Labeling, Annotations, Tooltips and Data Highlighting
- Axis Labels
- Annotations
- Tooltips
- Using the Data Highlighter
- Quick Filters
- Filter Behavior Customization
- Dashboard Objects
- Navigation Button
- Download Button
- Publishing and Sharing
- Managing Multiple Data Connections in a Single Workbook
- Cross Database Filters
- Cross Database Joins
- Understanding the Navigation Menu
- Calculated Fields for Custom Metrics and Analysis
- Basic Calculations
- If/Then
- Case/When
- Date Calculations
- Showing Trends or Change Over Time
- Trends
- Rate of Change and Moving Average
- Running Totals
- Forecasting
- Part to Whole and Ranking Analysis
- The Standard Bar Chart
- The Stacked Bar Chart
- The Side-by-Side Bar
- Pie Charts
- Using the Index and Ranking Calculated Fields
- Bar Charts with Conditional Formatting
- 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
- Location-Based KPIs
- Map Zooming and Layered Filtering
- Understanding Relationships and Drivers
- Scatter Plots
- Trend Lines and Statistical Features
- Reference Lines
- Quadrant Charts
- Control Charts
- Distributions
- Heatmaps and Highlight Tables
- Histograms
- Box Plots
- Tying it Together: Insights and Recommendations
- Storypoints for Structuring a Client Narrative
- What-If Scenario Analysis
- KPI Tiles 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
Overall experiance is very nice. the online training plateform is very advance.
this class was informative, made me think about certifying for the suse manager cert.
It is very good and very simple instructions. almost to much hand holding.
Class was easy to sign up for and ExitCertified provided very good communication
I was very pleased with the course setup by ExitCertified and the instructor.
