TABLEAU - Tableau Training 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
  • Connecting to data – Basics
  • Editing Data connections and data sources
  • Editing Metadata and saving data sources
  • Joins in Tableau
  • Data Source level Filters 
  • Connecting to Databases
  • Connecting to Oracle, SQL Server, Google Analytics, Different RDBMS Databases
  • Connecting to Big Databases like HDFS, Hive, Greenplum, Teradata
  • Calling Stored Procedure in Tableau
  • Join Types
  • Custom SQLs 

Creating Basic Visualizations  

  • Getting Started in Tableau Desktop 
  • Elements of Visualization 
  • Understanding of Dimensions & Measures 
  • Basic Graphs 
  • Bar Chart
  1. Stacked Bar Chart 
  2. Line Chart
  3. Area Chart
  4. Pie Chart
  5. Filled Maps
  6. Symbol Maps
  7. Scatter Plots 
  8. Trend Line
  9. Bullet Chart
  10. Part to Whole Chart
  11. Tree Map
  12. Word cloud 
  13. Bubble Chart
  14. Discrete Line Charts
  15. Discrete Area Charts 
  16. Highlight Table
  17. Heat Map
  18. Cross Tabs
  19. Normal Tables
  20. Grand Totals, Sub-totals and Changing Aggregation 
  • Dual Axis Graphs
  1. Dual line chart
  2. Side by side bar chart 
  3. Donut Chart
  4. Map and Pie Chart
  5. Map and Donut Chart
  6. Bar in Bar Chart 
  7. Bar & Circle Chart 
  • Measure Name & Measure Values
  1. Multi-line chart
  2. Combo Charts 
  3. Highlight table with Multiple Measures 


Simplifying and Sorting Your Data

  • Data Filtering 
  • Local Filters 
  • Global Filters 
  • Data Source Level Filters 
  • Context Filters 
  • Sorting 
  • Sorting Single Dimension Graphs 
  • Sorting Multi Dimension Graphs 
  • Sorting by Different Measures 


Organizing your Data

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


Slicing your Data by Date 

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


Data Blending 

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


File Types in Tableau 



Connection Types 

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

Dashboard Creation 

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

Calculations and Statistics 

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


Using Parameters for Dynamic Values

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


Sharing Your Work 

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


Dashboard Best Practices 

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


Story Telling 

  • Why Storytelling? 
  • How to Create Story Board 

Q&A & Windup Session


Tableau Fundamentals & Advance serves the beginner to intermediate Tableau user, targeted towards anyone who works with data – regardless of technical or analytical background.




Trainocate Certificate of Attendance


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