Tableau Training Course


Course Duration: 5 Days

This course helps you implement important concepts, techniques& admin activities in Tableau. Move from simple to complex visualizations and combine them in interactive dashboards.


  • What is Visualization?
  • What Is Dashboard?
  • Why Tableau?
  • Comparison of Tableau with other tools
  • Limitations of Tableau
  • New features in 2019

Connecting to Data 

  • Connecting to files
        o Connecting to data – Basics
        o Editing Data connections and data sources
        o Editing Metadata and saving data sources
        o Joins in Tableau
        o Data Source level Filters

  • Connecting to Databases
        o Connecting to Oracle, SQL Server, Google Analytics, Different         RDBMS Databases 
        o Connecting to Big Databases like HDFS, Hive, Greenplum, Teradata 
        o Calling Stored Procedure in Tableau 
        o Join Types 
        o Custom SQLs 

Creating Basic Visualizations    
        o Getting Started in Tableau Desktop
        o Elements of Visualization
        o Understanding of Dimensions & Measures
        o Basic Graphs
                o Bar Chart
                o Stacked Bar Chart
                o Line Chart
                o Area Chart
                o Pie Chart
                o Filled Maps
                o Symbol Maps
                o Scatter Plots
                o Trend Line
                o Bullet Chart
                o Part to Whole Chart
                o Tree Map
                o Word cloud
                o Bubble Chart
                o Discrete Line Charts
                o Discrete Area Charts
                o Highlight Table
                o Heat Map
                o Cross Tabs
                o Normal Tables
                o Grand Totals, Sub-totals and Changing Aggregation

        o Dual Axis Graphs
                o Dual line chart
                o Side by side bar chart
                o Donut Chart
                o Map and Pie Chart
                o Map and Donut Chart
                o Bar in Bar Chart
                o Bar & Circle Chart

        o Measure Name & Measure Values
                o Multi-line chart 
                o Combo Charts
                o Highlight table with Multiple Measures

Simplifying and Sorting Your Data    
        o Data Filtering 
        o Local Filters
        o Global Filters
        o Data Source Level Filters
        o Context Filters
        o Sorting
                o Sorting Single Dimension Graphs
                o Sorting Multi Dimension Graphs
                o Sorting by Different Measures

Organizing your Data        

        o Using Groups 
                o Static Groups vs. Dynamic Groups
        o Creating and Using Hierarchies
        o Creating a Combined Field
        o Using Sets

Slicing your Data by Date

        o Working with Dates 
        o Using Discrete Date Parts
        o Creating Date Filters
        o Defining a Fiscal Year
        o Creating Custom Dates

Data Blending

        o What is Data Blending?
        o Data Blending on Multiple columns

File Types in Tableau

        o TWB vs TWBX, TDE, TDS vs TDSX, TBM

Connection Types

        o Live Connection Vs Data Extracts
        o Creating Extracts
        o Using and Refreshing Extracts
        o Incremental Refresh

Dashboard Creation

        o Creating Dashboards
        o Actions in Tableau
        o Navigation Buttons
        o Dashboard Formatting
        o Bringing Images, web pages in Tableau
        o Usage of Containers
        o Best Practices in Dashboard Designing

Calculations and Statistics

        o Edit in Shelf
        o Introduction to Calculations
        o Statistical Calculations
        o Calculation Types
        o Creating Calculated Fields
        o Using Logic Statements
        o Type Conversions and Date Calculations
        o Using Quick Table Calculations
        o Calculations and Aggregations
        o Conditional Formatting

Using Parameters for Dynamic Values

        o What if Analysis using parameters
        o Parameters as Column Selectors
        o Dynamic Reference lines using Parameters
        o Dynamic Top N values using Parameters
        o Graph selector using Parameters

Sharing Your Work

        o Export to an Image File
        o Exporting the Data Only
        o Other Sharing Options
        o Integrating Dashboard to Other Portals
        o Publishing Dashboards on Tableau Public

Dashboard Best Practices

        o Sizing
        o Dashboard Designing
        o Finalizing KPIs
        o Dashboard Formatting
        o Working with Big Data
        o Working in Shared Environment
        o Parallel Development & Integration
        o Data Visualization Best Practices
        o Making Efficient Dashboard

Story Telling

        o Why Storytelling?
        o How to Create Story Board

Q&A & Windup Session
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