Tableau Desktop (Level I)

Creating data-backed visualizations is a keyway you can leverage “big data” to glean timely intelligence and realize competitive advantages. Tableau® software was built to connect to a wide range of data sources and allows you to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau's data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing you to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn that information into thoughtful action.

Course Content – Part I                                                       Course Content – Part II


Lesson 1: Introduction

Topic A: What is Tableau Desktop?

Topic B: The types of visualizations you can create

Topic C: The Tableau interface

Topic D: The Data Window/Sidebar

Topic E: Data Roles – Discrete versus Continuous

Topic F: Understanding field colors and symbols

Topic G: Understanding field icons

Lesson 2: Working with Imported Data

Topic A: Accessing your data from the program

Topic B: Modifying imported data

Topic C: Changing a measure to dimension or vice versa

Topic D: Setting the default properties for a dimension

Topic E: Setting the default properties for a measure

Lesson 3: Creating Visualizations

Topic A: Creating bar charts

Topic B: Creating heat maps

Topic C: Creating crosstabs

Topic D: Adding row or column totals to crosstabs

Topic E: Creating highlight tables

Topic F: Creating pie charts

Topic G: Creating tree maps

Topic H: Creating histograms and bins

Topic I: Creating combination charts        

Topic J: Creating scatter plots

Topic K: Creating motion charts

Lesson 4: Modifying Visualizations

Topic A: Replacing fields in a view        

Topic B: Replacing an axis in a view with a different measure        

Topic C: Swapping fields

Topic D: Displaying titles,  captions and summaries

Topic E: Displaying trend lines

Topic F: Highlighting data with reference lines

Topic G: Highlighting data with reference bands

Topic H: Using the new Analytics Pane        

Lesson 5: Sorting data

Topic A: Applying computed sorts

Topic B: Applying manual sorts        

Topic C: Applying nested sorts

Lesson 6: Filtering data

Topic A: Displaying quick filters

Topic B: Applying date filters

Topic C: Applying relative date filters

Topic D: Working with dates

Topic E: Range of dates filter

Topic F: Creating a starting or ending date filter

Tableau Desktop (Level II)


The advent of cloud computing and storage has ushered in the era of "big data." With the abundance of computational power and storage, organizations and employees with many different roles and responsibilities can benefit from analyzing data to find timely insights and gain competitive advantage.

Data-backed visualizations allow anyone to explore, analyze, and report insights and trends from data. Tableau® software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data driven insights with peers, executives and clients.

Course Content – Part I                                                     Course Content – Part II


Lesson 1:Hierarchies, Groups and Sets

Topic A: Creating Hierarchies

Topic B: Creating Regular and Visual Groups

Topic C: Creating sets

Lesson 2: Working with Multiple Measures

Topic A: Creating individual axes

Topic B: Creating blended axes

Topic C: Creating and color coding dual axes​​

Lesson 3: Mapping

Topic A: Creating a Map

Topic B: Displaying map layers

Topic C: Displaying data layers

Topic D: Mapping Tips!

Topic E: Removing a map background from a filled map

Lesson 4: Calculated Fields

Topic A: Creating a calculation

Topic B: Important things to know about calculations

Topic C: Editing a calculation

Topic D: Concatenating text with a calculation

Topic E: Converting data types with a calculation

Topic F: Modifying dates with a calculation

Topic G: Using logical functions in a calculation

Topic H: Applying Quick Table calculations

Lesson 5: Parameters

Topic A: Creating and using parameters

Lesson 6: Formatting Your View

Topic A: Using the Marks card to apply formatting

Topic B: Applying contextual formatting

Lesson 7: Dashboards

Topic A: Creating a Dashboard

Topic B: Displaying a Title on a Dashboard

Topic C: Renaming a Dashboard

Topic D: Tiled or Floating Objects

Topic E: Hiding a Worksheet

Topic F: Adding an Image to a Dashboard

Topic G: Using a Worksheet in the Dashboard as a filter (AKA Filter Actions)