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Tableau Essentials

1,530 USD
2 Days
Classroom Training
Open Source

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  • Date: 20-May-2024 to 21-May-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 1,530 USD
  • Date: 17-Jun-2024 to 18-Jun-2024
    Time: 9AM - 5PM US Eastern
    Location: Virtual
    Language: English
    Delivered by: LearnQuest
    Price: 1,530 USD
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Course Description


This Tableau Essentials course is designed to provide students with the understanding of important concepts and techniques used in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards. Students will gain fundamental skills to visualize data, use a wide variety of visual types, connect to data, create basic calculations, build interactive dashboards, share visualizations, and more!


Upon completion of the Tableau Essentials course, students will be able to:
  • Understand the many options for connecting to data
  • Understand the Tableau interface / paradigm – components, shelves, data elements, and terminology. The student will be able to use this knowledge to effectively create the most powerful visualizations
  • Create basic calculations including string manipulation, basic arithmetic calculations, custom aggregations and ratios, and logic statements
  • Understand the different types of calculations and the difference between row-level and view-level calculations
  • Understand the difference between date parts and date values
  • Able to represent your data using the following visualization types: Crosstab / Text Tables, Geographic Maps, Paged Charts / Animated Charts, Heat Maps, Scatter Plots, Bar Charts, Line Charts, Spark lines, KPI Tiles
  • Implement all options in working with data: Joining multiple tables, defining relationships between two or more tables, performance considerations, and understand when to implement which connection method.
  • Use Trend Lines, Reference Lines and statistical techniques to describe your data
  • Understanding how to use group, hierarchy, sort, set and filter options effectively
  • Understanding how and when to use parameters
  • Create visually appealing, customized tooltips
  • Work with the many formatting options to fine tune the presentation of your visualizations
  • Understand all options for sharing your visualizations with others
  • Understand how to use container objects to better organize dashboards
  • Combine your visualizations into Interactive Dashboards and publish them to the web
  • Create Interactive Story Points


  • Anyone who works with data regardless of technical or analytical background


    • none


  • Introduction and Overview
    • Level Setting – Terminology
    • Getting Started – creating some powerful visualizations quickly
  • Getting Started
    • Connecting to Data and introduction to data source concepts
    • Data Types and Roles:Dimensions versus Measures, Discrete versus Continuous, The meaning of pill colors
    • Database Joins
    • Data Blending
    • Understanding the Tableau workspace
    • Dimensions and Measures
    • Using Show Me!
    • Tour of Shelves (How shelves and marks work)
    • Building Basic Views
    • Help Menu and Samples
    • Saving and Sharing your work
  • Concepts and Options when Connecting to Data
    • Overview of other connection options: Joining multiple tables, Establishing relationships between multiple tables, Data Extracts
    • Working with multiple connections in the same workbook
  • Analysis
    • Creating views: Marks, Size and Transparency, Highlighting, Working with Dates, Geographic Map, Paged charts, Heat Map, Scatter Plots, Bar Charts, Small Multiple charts, Working with aggregate versus disaggregate data
    • Analyzing: Sorting & Grouping, Aliases, Filtering and Quick Filters, Cross-Tabs/Pivot Tables/Text Tables, Totals and Subtotals, Aggregation and Disaggregation, Working with Statistics and Trendlines
  • Getting Started with Calculated Fields
    • Basic Arithmetic Calculations
    • Working with Totals
    • Custom Aggregations
    • Logic Statements
  • Formatting
    • Options in Formatting your Visualization
    • Working with Labels
    • Effective Use of Titles and Captions
    • Introduction to Visual Best Practices
  • Working with Parameters
    • Parameter Basics: Data types of parameters, Using parameters in calculated fields, Inputting parameter values and parameter control options
  • Building Interactive Dashboards
    • Combining multiple visualizations into a dashboard
    • Making your worksheet interactive by using actions and filters
    • An Introduction to Best Practices in Visualization
    • Quick Filters
    • Dashboard Objects
    • Filter Actions
    • Highlighting and Actions
    • URL Actions
    • Performance
  • Sharing Workbooks
    • Publish to Reader
    • Packaged Workbooks
    • Publish to PDF
    • Publish to Tableau Server and Sharing over the Web
  • Putting it all together
    • Scenario-based Review Exercises
    • Best Practices
  • Where to get Further Assistance
    • The Help File / Product Manual
    • Knowledge base
    • Forums
    • Whitepapers & Books
    • Further Training Offerings & Professional Services
    • Technical Support
    • Tableau Advanced

      • Duration: 2 Days
      • Delivery Format: Classroom Training
      • Price: 1,530.00 USD
    • Tableau Desktop Level 1

      • Duration: 2 Days
      • Delivery Format: Classroom Training, Online Training
      • Price: 1,400.00 USD
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