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Tableau for Healthcare Professionals

This Tableau training is for healthcare professionals who want to learn how to use data to find transformative insights that dramatically improve patient care and organizational efficiency. Whether...

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Duration 2 days
Course Code TAB-HEALTH
Available Formats Classroom

Overview

This Tableau training is for healthcare professionals who want to learn how to use data to find transformative insights that dramatically improve patient care and organizational efficiency. Whether in pharmaceuticals, insurance, clinical care, or administration, this course teaches learners how to turn raw data into powerful, actionable strategies that drive improvements in the health sector.

Our hands-on training goes beyond just teaching the software. By the end of the course, learners confidently leverage data visualization to solve critical challenges in healthcare that reduce operational costs, identify treatment trends, optimize patient care pathways, and help make evidence-based decisions.

Skills Gained

  • Transform complex healthcare data into clear, compelling visual stories that drive decision-making
  • Easily connect and explore patient and clinical data from multiple sources, revealing hidden insights that can improve patient care and operational efficiency
  • Create interactive dashboards that track critical healthcare metrics, such as:
    • Patient treatment trends
    • Encounter volume patterns
    • Population health characteristics
    • Geographic variations in health outcomes
  • Develop advanced data analysis skills to:
    • Segment patient populations
    • Identify cost-saving opportunities
    • Uncover emerging health trends
    • Support evidence-based strategic planning
  • Navigate and protect sensitive health information while generating powerful, shareable reports
  • Use geographic mapping to understand regional health patterns and resource allocation needs
  • Apply practical, immediately usable techniques that can be implemented across various healthcare sectors (providers, insurers, pharmaceuticals)

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 healthcare.

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 Patient Data to Actionable Insight
    • A strategic overview of transforming raw healthcare information into powerful, decision-driving visualizations that can improve patient care and operational efficiency
  • Understanding the Main Tableau Interface
    • Demystifying the software's core environment, making data visualization accessible and intuitive for healthcare professionals
  • Building Simple Visualizations
    • Learn to create clear, compelling visual representations of complex healthcare data that tell meaningful stories
  • Saving Options
    • Protecting and preserving your critical healthcare insights with robust data management techniques
  • Understanding and Utilizing "Show Me"
    • Discover how to quickly and effortlessly generate impactful visualizations with just a few clicks
  • Dimensions vs. Measures and How They Affect a Visualization
    • Understand the fundamental building blocks of data visualization and how they shape your analytical insights
  • Continuous vs. Discrete Variables
    • Mastering the nuanced ways different data types can reveal hidden healthcare trends
  • Basic Dates
    • Leveraging time-based data to track patient care, treatment outcomes, and organizational performance
  • Basic Aggregations
    • Powerful techniques to summarize and understand large-scale healthcare datasets
  • Formatting
    • Creating visually stunning and professionally polished healthcare dashboards
  • Building a Visit Volume Dashboard
    • Practical, real-world skills to track and analyze patient engagement and healthcare service utilization
  • Labeling, Annotations, Tooltips and Data Highlighting
    • Advanced techniques to make your visualizations more informative and interactive
  • Quick Filters
    • Enabling dynamic, user-friendly exploration of complex healthcare datasets
  • Dashboard Objects
    • Creating professional, navigable dashboards that facilitate quick decision-making
  • Publishing and Sharing
    • Securely distribute insights across your healthcare organization
Visual Best Practices and Visual Analytics
  • Connecting to Different Databases and Data Formats
    • Mastering data integration techniques to consolidate insights from multiple sources
  • Live vs. Extract Connections – The Basics
    • Understanding flexible data connection strategies for real-time and historical analysis
  • Reshaping and Formatting Data for Tableau
    • Transforming raw data into powerful, actionable visualizations
  • Managing Multiple Data Connections in a Single Workbook
    • Creating comprehensive, multi-source analytical environments
  • Cross Database Filters
    • Advanced filtering techniques to drill down into complex datasets
  • Cross Database Joins
    • Seamlessly combining data from different sources to unlock comprehensive insights
  • Understanding the Navigation Menu
    • Efficiently navigating Tableau's powerful analytical environment
  • Calculated Fields
    • Creating custom metrics that reveal deeper healthcare insights
  • Showing Trends or Change Over Time
    • Tracking critical healthcare performance metrics and evolutionary patterns
      • Trends
      • Rate of Change and Moving Average
  • Part to Whole and Ranking Analysis
    • Understanding comparative and proportional healthcare data dynamics
      • The Standard Bar Chart
      • The Stacked Bar Chart
      • The Side-by-Side Bar
      • Pie Charts
      • Using the Index and Ranking Calculated Fields
  • Creating Dual Axis Charts and Combo Charts
    • Advanced visualization techniques for multi-dimensional healthcare analysis
  • Using Measure Names and Measure Values to Build a Data Table
    • Constructing comprehensive, multi-metric analytical tables
  • Totals and Subtotals
    • Summarizing and aggregating healthcare performance data
  • Using Maps and Spatial Analysis
    • Geographical insights for regional healthcare planning
      • Regional Analysis
  • Showing Relationships between Numbers
    • Uncovering complex correlations in healthcare data
    • Scatter Plots
    • Trend Lines and Statistical Features
    • Reference Lines
  • Distributions
    • Analyzing data spread and concentration patterns
      • Heatmaps and Highlight Tables
      • Histograms

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

ExitCertified provided a very organized way to learn and provided materials to follow along.

Good Course. We covered a lot of material in a short amount of time. This course had useful labs that built upon each other.

The class covered the concepts needed for the AWS Cloud Practitioner Certification.

Overall experiance is very nice. the online training plateform is very advance.

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.