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 The Tableau Environment
   • Tableau Products
   • What is a Data Visualization?
   • The Viz
   • The Start Page
   • The Tableau Interface
   • Workbooks and Sheets
   • Navigating Workbooks and Sheets
2. Connecting to Data
   • The Role of Data in Tableau
   • Static vs. Live Data Sources
   • Types of Data Sources
   • Establishing a Data Connection
   • Editing a Data Source
   • Data Source Page
   • Data Grid vs. Metadata Grid
   • Refreshing a Data Source
   • What Happens When You Connect to Data?
3. Creating a Visualization
   • The Data Pane
   • Data Types
   • Changing Data Types
   • Dimensions and Measures
   • Tableau-Generated Fields
   • Understanding Dimensions
   • Understanding Measures
   • Searching for a Field
   • Understanding Shelves
   • Building a View
   • The View Area
   • What is Show Me?
4. Saving, Publishing, and Sharing
   • Saving Visualizations
   • Publishing Visualizations
   • Saving Data Sources
   • Location of Saved Data Sources
   • Publishing Data Sources
5. Chart Types and Uses
   • Tabular Data (Crosstabs or Pivot Tables)
   • Pie Charts
   • Line Charts
   • Bar Charts
   • Heat Maps (Density Maps)
   • Highlight Tables
   • Treemap Charts
   • Gantt Charts
   • Scatterplots
   • Types of Correlation
   • Outliers
   • Histograms
6. Discrete vs. Continuous
   • Discrete vs. Continuous
   • Converting Fields Between Discrete and Continuous
   • Using Totals and Aggregation
   • Understanding Discrete and Continuous Time
   • Convert a Measure to a Dimension
7. Adding Visual Details
   • Understanding Marks
   • Marks Card
   • Text Mark
   • Shape Mark
   • Bar Mark
   • Line Mark
   • Titles and Captions
   • Legends
   • Tooltips
   • Tooltip Command Buttons
   • Annotations
   • Creating Annotations
   • Formatting Annotations
8. Formatting Basics
   • Formatting a Workbook
   • Themes
   • Editing Axes
   • Changing Axis Range
   • Editing Tick Marks
   • Formatting Fields
   • Formatting Field Labels
   • Formatting Numbers and Null Values
   • Resizing Tables and Cells
9. Working with Multiple Measures
   • Working with Multiple Measures in a View
   • Adding Individual Axes for Each Measure
   • Creating Combined (Blended) Axis Charts
   • Understanding a Dual Axis Chart
   • Creating a Dual Axis Chart
10. Organizing, Filtering, and Sorting
    • Hiding Fields
    • Data Properties
    • Renaming Fields
    • Creating Aliases
    • Sorting Data
    • Sorting Options
    • Creating Folders
    • Creating Hierarchies
    • Using Hierarchies
    • Drill Up or Down a Hierarchy
    • Understanding Filters
    • Creating Filters
    • Applying a Filter
    • Filtering Qualitative Data (Dimensions)
    • Filtering Quantitative Data (Measures)
    • Creating Groups
    • Creating Sets
11. Mapping Data Geographically
    • Understanding Mapping Concepts
    • Latitude and Longitude
    • Working with Location Data
    • Creating a Simple Map
    • The View Toolbar
12. Using Calculations
    • Understanding Calculations
    • Creating a Calculated Field
    • Formatting Calculations
    • Working with Functions
    • Working with Aggregates
    • Applying Quick Table Calculations
13. Creating Dashboards
    • What is a Dashboard?
    • Building a Dashboard
    • Dashboard Interactivity
    • Creating Dashboards for Different Devices
    • Dashboard Size Options
    • Tiled vs. Floating Items
    • Switching Between Tile or Float
14. Creating Stories
    • What is a Story?
    • The Story Workspace
    • Creating a Story