Tableau Fundamentals Training Course

Participants can prepare source data and combine tables while protecting correct row-level detail.

• Assess data grain before combining transactions, budgets and reference tables
• Rename fields and assign data types using the Data Source page
• Union monthly files with matching column structures and consistent meanings
• Join tables using inner, left, right and full outer joins
• Relationships model fact and dimension tables without unnecessary row duplication
• Tableau Prep Builder cleans, pivots and aggregates source data

Participants can build readable Tableau worksheets matched to defined business questions.

• Show Me recommendations evaluated against analytical question and data structure
• Dimensions and measures placed on Rows, Columns and Marks cards
• Discrete headers and continuous axes selected for appropriate comparisons
• Bar, line, scatter and crosstab views matched to question types
• Color, size, label, detail and tooltip encode additional variables
• Format panes control fonts, lines, shading and number presentation

Participants can create calculations and controls that support focused business analysis.

• Create calculated fields using arithmetic, string, date and logical functions
• IF, CASE, DATEPART and DATEDIFF calculations answer business questions
• Build parameters for user-controlled measures, dates and scenario assumptions
• Apply context, dimension and measure filters in the correct order
• Reference lines, bands and distributions benchmark performance against targets
• Quick table calculations produce running totals, differences and percentages

Participants can select the correct calculation method for metrics at different aggregation levels.

• Level of Detail expressions define FIXED, INCLUDE and EXCLUDE aggregation scopes
• FIXED calculations establish customer-level metrics independent of view detail
• INCLUDE expressions calculate averages from finer-grained transactional values
• EXCLUDE expressions remove selected dimensions from displayed aggregation levels
• Table calculation addressing and partitioning diagnosed with Compute Using
• Combine LOD expressions and table calculations without double-counting results

Participants can assemble worksheets into focused dashboards that support user decisions.

• Plan dashboards around audience decisions, questions, metrics and actions
• Use tiled and floating containers to control responsive layout
• Dashboard actions filter, highlight, open target sheets and pass parameter values
• Design tooltips with selected measures, definitions and relevant contextual detail
• Apply visual hierarchy, preattentive attributes and accessible color contrast
• Device Designer creates phone-specific layouts for published dashboards

Participants can build analytical views that reveal geographic, comparative and ranked patterns.

• Assign geographic roles to country, state, city and postal fields
• Generate symbol, filled and density maps from geographic dimensions
• Build dual-axis charts with synchronized scales and clearly differentiated marks
• Use sets to isolate top performers and dynamic membership
• Create groups, hierarchies and drill paths for structured analysis
• Explain trends with annotations, trend lines and forecast settings

Participants can improve workbook responsiveness and validate reporting content before publication.

• Measure workbook performance with Tableau Performance Recording and query timings
• Reduce marks, filters and high-cardinality dimensions to shorten render times
• Choose extract aggregation and extract filters for efficient data access
• Configure incremental extract refreshes where source data supports change tracking
• Document metric definitions, source ownership and refresh expectations for users
• Validate totals against source reports before publishing decisions

Participants can publish Tableau content with appropriate access, refresh and ownership controls.

• Publish workbooks, data sources and extracts to Tableau Cloud or Server
• Project permissions govern viewing, editing, downloading and data-source access
• Apply role-based access through site roles, groups and project rules
• Embed credentials and manage refresh schedules without exposing sensitive data
• Subscriptions and data-driven alerts distribute scheduled insights to stakeholders
• Certify trusted data sources and communicate workbook ownership clearly

Participants can plan a controlled Tableau build for a defined workplace reporting requirement.

• Translate stakeholder requests into measurable questions, fields and dashboard views
• Sketch a dashboard wireframe before building worksheets and interactions
• Sequence data preparation, analysis, review, publishing and maintenance tasks
• Use acceptance criteria to check accuracy, usability and decision relevance
• Record an application plan with data, audience and delivery milestones
• Identify next Tableau learning priorities in calculation, administration or visual design