Data Visualization & Dashboarding, Fundamentals

Beginning 1/2 day


In this course you will learn to

  • Create a simple worksheet
  • Create calculated fields
  • Format visualizations for best practice presentation
  • Work with dates
  • Work with maps
  • Create dashboards
  • Put views together in a story
  • Review publishing and sharing

Included in this course

  • Hands-on exercises
  • Course manual

Suggested attendees

Business analysts. No Tableau experience required.

Choose Format


Course Outline

  • Review the Tableau product line
    • Understand the value of Tableau
    • Review Tableau Desktop, Server, Viewer and Public
    • Examine the Tableau Desktop user interface
    • Introduce the Tableau Desktop product
  • Create a simple worksheet
    • Create views via drag and drop
    • Use the Marks card to add detail
    • Discuss formatting visualizations
    • Enhance views with sorting and filtering
  • Introduction to calculated fields
    • Create calculated fields
    • Base calculations of formulas, fields and other calculations
  • Format visualizations for best practices
    • Use marks
    • Explore various visualization types
  • Work with dates
    • Compare discrete versus continuous dates
    • Create views using different date types
  • Work with maps
    • Display geographical results with map displays
    • Customize maps
  • Create dashboards
    • Add sheets to a dashboard
    • Customize dashboards with visualizations and other features
  • Putting views together in a story
    • Learn how stories can organize and present your results
  • Publishing and sharing
    • Learn how Tableau Server and Tableau Public can be used to share your results

  • Payments by purchase order and invoice incur a $50 service fee.
  • Paying party will receive a payment confirmation email upon receipt of payment.
  • Each registered student will receive an email with the course details.
  • Self-paced training subscriptions start when payment is received.

  • Students will receive electronic copies of the course materials and may print one hard copy for their personal use. The course materials are copyrighted and any other reproduction or distribution of these materials is strictly prohibited.

Before class begins, you will need to have a local copy of Tableau Desktop. Download it for free

Instructor-led online

We recommend using two monitors in order to simultaneously view the training presentation and hands-on class work.

You’ll receive a Zoom link to join the class. We recommend using a headset instead of the computer’s microphone and speakers. You may also listen to the audio by phone.

Instructor-led online

  • 100% refund for cancellations made more than 10 days before the first class
  • 50% refund for cancellations made 5-9 days before the first class
  • No refund for cancellations made less than 5 days before the first class


  • Full refund if cancelling within 24 hours of registration
  • $15 fee for cancellations after 24 hours of registration
  • No refund for cancellations after 15 days of registration
  • Shared subscriptions will be immediately deactivated and no refund issued


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