Tableau Desktop Level 1: Introduction for Novice Users


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SKU: 10-1 Category:

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Course Description

Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern business. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent.

We’ll make sure you’re well prepared to take full advantage of Tableau’s features. Whether you’re an experienced data analyst that wants to explore 2019-2020’s new Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. Beginning with the fundamentals, such as data connections with various file types, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data visualization. You’ll also work with Tableau’s many wizards and shortcuts, for the purpose of creating beautiful Business Intelligence visualizations quickly and with the least amount of effort.

In addition, we’ll show you how to work with calculations, dashboards and stories and be able to understand the various Tableau products that your company may be using. Therefore, you and your organization – will start making smarter and informed decisions which is really what this class provides.


Learning Objectives

  • Find out how to build effective visualizations and dashboards
  • Prepare and clean your data so you can be sure Tableau Desktop is finding answers to your questions – not raising more problems
  • Discover how to create advanced visualizations that explain complexity with clarity and style
  • Learn how to use data storytelling to aid decision-making and strategy
  • Share dashboards and visualizations to cultivate a culture where data is available and valued


Certification Options
This class offers a strong foundation in preparation for the Tableau Desktop Specialist Exam. The prep guide is shown here:
Tableau Desktop Specialist Exam Guide

• Create stylish visualizations and dashboards that explain complexity with clarity
• Learn effective data storytelling to transform how your business uses ideas and makes decisions
• Explore features in Tableau Desktop that will help you redefine what business visualizations mean to your organization



This four-day course is designed for the beginner Tableau user. It will help you understand and use the basic techniques for creating visualizations and combining them in interactive dashboards. This will be a slower-paced class for users who need more time to review basic concepts and to allow additional lab time for practice.

Alternative Class for Experienced IT Professional
If you already have some practice time with Tableau Desktop or have prior experience with similar software such as Power BI, you should consider taking the 2-day Tableau Introduction for Experienced IT Professionals. It has very similar content but moves at a faster pace. See outline for this class below:
Tableau Desktop Level 1: Introduction for Experienced IT Professionals.



Before attending this course, students should have experience using Microsoft Excel and Pivot Tables and calculations in Excel are recommended. Use of Windows Operating System is also highly recommended.









Course Outline

1. Taking Off with Tableau
–The Cycle of Analytics
–Connecting to Data
–Foundations of Building Visualizations
–Visualizing Data
–Putting Everything Together in a Dashboard

2. Working with Data in Tableau
–The Tableau Paradigm
–Connecting to Various Types of Data
–Managing Data Source Metadata
–Working with Extracts Instead of Live Connections
–Tableau File Types
–Joins and Blends
–Filtering Data

3. Venturing on to Advanced Visualizations
–Comparing Values
–Visualizing Dates and Times
–Relating Parts of the Data to the Whole
–Visualizing Distributions and Multiple Axes to Compare Different Measures

4. Starting an Adventure with Calculations
–Row-Level and Aggregate-Level Calculations
–Level of Detail Calculations
–Ad Hoc Calculations
–Performance Considerations

5. Diving Deep with Table Calculations
–Quick Table Calculations
–Relative Versus Fixed
–Custom Table Calculations
–Data Densification

6. Making Visualizations that Look Great and Work Well
–Visualization Considerations
–Leveraging Formatting in Tableau
–Adding Value to Visualizations

7. Telling a Data Story with Dashboards
–Key Concepts for Dashboards
–Designing Dashboards in Tableau
–Designing for Different Displays and Devices
–How Actions Work

8. Digging Deeper – Trends, Clustering, Distributions and Forecasting

9. Cleaning and Structuring Messy Data
–Structuring Data for Tableau
–Dealing with Data Structure Issues
–Overview of Advanced Fixes for Data Problems

10. Introducing Tableau Prep
–Getting Prepped to Explore Tableau Prep
–Understanding the Tableau Prep Builder Interface
–Flowing with the Fundamental Paradigm

11. Advanced Visualizations, Techniques, Tips, and Tricks
–Advanced Visualizations
–Sheet Swapping and Dynamic Dashboards
–Mapping Techniques
–Using Background Images

12. Sharing your Data Story
–Presenting, Printing, and Exporting
–Sharing with Users of Tableau Desktop or Tableau Reader
–Sharing with Users of Tableau Server, Tableau Online, and Tableau Public


With CCS Learning Academy, you’ll receive:

  • Certified Instructor-led training
  • Official Training Seminar Student Handbook
  • Pre and Post assessments/evaluations
  • Collaboration with classmates (not currently available for self-paced course)
  • Real-world learning activities and scenarios
  • Exam scheduling support*
  • Enjoy job placement assistance for the first 12 months after course completion.
  • This course is eligible for CCS Learning Academy’s Learn and Earn Program: get a tuition fee refund of up to 50% if you are placed in a job through CCS Global Tech’s Placement Division*
  • Government and Private pricing available.*

*For more details call: 858-208-4141 or email:;

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