Providing Technology Training and Mentoring For Modern Technology Adoption
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Canadian Inquiries / 1.877.812.8887
Course #:TP2763

Using Tableau Training

An increase in the volume and velocity of data has spurred a need for new techniques to understand and convey its meaning.  Data visualizations are graphical means of summarizing and describing data.  This course provides participants with instructions on using Tableau to create various types of visualizations.


Upon completion of this course you will:

  • Be able to use Tableau’s core functionality such as calculations, string manipulation, aggregations and visualizations.
  • Apply a set of Tableau data visualization (crosstabs, bar charts, scatterplots, heat maps, etc.) that maximize the ability to use numbers to tell a story.
  • Match a Data Type to its best visualization attribute.
  • Utilize a process to critique and refine visualizations.


•    Business Analyst (IT and non-IT)
•    Project Leaders/Project Managers
•    Systems Analyst
•    Data Analyst


The structure of the courses assumes no prior experience in statistics or data analytics. 


Two days

Outline of Using Tableau Training

Chapter 1. Quick Start Overview

• Create a simple table and change it to a bar chart
• Create a simple table and change it to a stacked bar chart
• Duplicate and Create a Crosstab
• Save and/or Export

Chapter 2. The Tableau Workbook

• The Workspace
• Shelves and Cards
• Tableau File Types

Chapter 3. Creating a Workbook

• Connecting to EXCEL
• Other Data Sources
• Understanding How to Combine Data Sources
• Data in the Workbook
• Creating Workbook Items
• Create a Hierarchy
• Create a Group
• Create a Set
• Create a Custom Date
• Create Calculated Fields

Chapter 4. Visualizations

• Elements of a Visualization
• Sorting Data in a Visualization
• Filtering Data
• Creating a Simple Filter
• Basic Date Options
• Using Marks
• Visualization Based Calculations

Chapter 5. Working with

• Crosstabs
• Bar Charts
• Histograms
• Line Charts
• Plotting Two Measures as a Line
• Moving Averages, Trend Lines & Reference Lines
• Moving Average
• Trend Line
• Reference Lines and Bands
• Scatterplots
• Create a Lattice Scatterplot
• Drilling into a Lattice Scatterplot
• Label each point
• Creating a Geographic Map (as a heat map)

We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
US Inquiries / 1.877.517.6540
Canadian Inquiries / 1.877.812.8887