Tableau Desktop Fundamentals (TTDTAB006)

Tableau Desktop Fundamentals is a two-day, hands-on course designed for users new to Tableau who handle and work with data, regardless of their technical or analytical background. Working in a hands-on learning environment, you’ll learn how to use the key features of Tableau to move from simple to complex visualizations, and then how to combine them in interactive dashboards.

If you’re looking to combine introductory Tableau Desktop topics with a deeper dive into Data Visualization, you might consider the three-day superset course, JumpStart Great Data Visualization with Tableau Desktop (for New Users) (TTDTAB004) , as an alternative.

Course Agenda

Please note that this list of topics is based on our standard course offering, evolved from typical industry uses and trends. We’ll work with you to tune this course and level of coverage to target the skills you need most. Topics, agenda and labs are subject to change, and may adjust during live delivery based on audience interests, skill-level and participation.

1. Getting Started with Tableau
   • Tableau Desktop and the Tableau Product Line
   • Application Terminology
   • Visual Cues for Fields
   • Getting Started in Tableau Desktop
   • Elements of a Visualization
2. Connecting to Data
   • Creating a Live Data Connection
   • Saving and Editing a Data Source
   • Metadata Grid
   • Understanding Changes to Data
   • Data Connection Options
   • Sharing Options
3. Simplifying and Sorting Your Data
   • Data Filtering
   • Creating Date Filters
   • Sorting
4. Organizing your Data
   • Using Groups
   • Creating and Using Hierarchies
5. Slicing your Data by Date
   • Working with Dates in Tableau
   • Using Discrete Date Parts
   • Defining a Fiscal Year
   • Creating Custom Dates
6. Using Multiple Measures in a View
   • Using Measure Values and Measure Names in a View
   • Combo Charts
   • Combined or Shared Axis Charts
   • Creating Dual Axis Charts
7. Showing the Relationship between Numerical Values
   • Creating Scatter Plots
   • Using Sets
8. Mapping Data Geographically
   • Mapping in Tableau
   • Geographic Mapping
   • Background Maps and Layers
   • Navigation and Selection in Maps
9. Viewing Specific Values
   • Creating Heat Maps
   • Creating Crosstabs
   • Creating Highlight Tables
   • Grand Totals, Sub-Totals, and Changing Aggregation
10. Customizing your Data
    • Calculation Types
    • Parts of a Calculated Field
    • Options for Creating Calculated Fields
    • Strings, Dates, and Type Conversion Functions
    • Calculations and Aggregations
11. Analyzing Data with Quick Table Calculations
    • Using Quick Table Calculations
12. Showing Breakdowns of the Whole
    • Pie Charts and Parts of the Whole
    • Creating Tree Maps
13. Viewing Distributions
    • Bins and Histograms
    • Box and Whisker Plots
14. Highlighting Data with Reference Lines
    • Using Reference Lines
    • Reference Bands
    • Using the Analytics Pane
    • Instant Analytics
15. Making Your Views Available
    • Building Dashboards
    • Dashboard Actions