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Tableau Fundamentals


Course Details
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601 Montgomery St #409
Btwn Merchant & Clay Streets
San Francisco, California 94111
Book at Office/Home
Class Level: Beginner
Age Requirements: 18 and older
Average Class Size: 4

What you'll learn in this business intelligence training:

Tableau is the leader in Gartner's magic quadrant for BI (Business Intelligence and Data Analytics). Get better insight into your data with our Tableau training.

In this Tableau training class, you will quickly get up to speed with the Tableau terminology and build a solid foundation to start leveraging the power of Tableau with hands on real-world projects. Throughout the course, you will pickup best practice tips about important features and the best use of those features in creating rich stories with data.

Tableau Terminology and User Interface

  • Understanding the Tableau Eco-System
  • Mastering the Tableau Desktop User Interface
  • Demystifying the Visual Cues and Icons

Data Preparation and Connections

  • Connecting to an Excel Data Source
  • Understanding the Data Elements - Dimensions and Measures
  • Structure, reshape, and clean data sets with the Data Interpreter
  • Preparing and ordering data with hierarchies, combined fields, and folders
  • Fine tuning data with splits
  • Organizing similar data with groups
  • Connecting to a MS Access Database
  • Creating joins to combine data from disparate data sets
  • Create and save data subsets with Data Extract
  • Refreshing Data Extract contents from original data source
  • Filtering and appending data to Data Extracts
  • Understanding and working with Tableau File Extension Types
  • Replace References to standardize column headers from multiple data sources

Visualization Basics

  • Tabular to Visual - build out a tabular view with visual options
  • Data formatting and working with Format Shading
  • Working with "Show Me"
  • Presenting data with Maps
  • Working with Filled Maps, Symbol Maps, and Cascading Map Filters
  • Understanding sorting options and sorting data
  • Filtering with Measures, Dimensions (categorical), and Date Dimensions
  • Working with Annotation (Mark, Area, and Captions)
  • Embedding the Caption in the ToolTip
  • Fine tuning data with multiple filters
  • Visualizing Discrete Time Series Data and Time Continuous Data
  • Date filtering Time Continuous and Time Discrete
  • Creating custom date data with Custom Dates
  • Create a dashboard to tell the whole story at a glance

Enhanced Visualization

  • Visualizing multiple measures with Combination Charts
  • Add richer value to visualizations with Reference Lines
  • Working with Scatter Plots and Confidence Bands
  • Create visualizations based on customized sets of data
  • Working with the Quick Table Calculation
  • Visualizing data with Histograms, Bar in Bar, and Box Plots
  • Working with Parameters to create custom visualizations based on dynamic values
  • Create Color Conditioned Tables
  • Blending data from multiple data sources on a single sheet
  • Visualizing Percent of Totals
  • Understanding chart junk and best practices to deal with noise


  • Experience with spreadsheets or databases

Still have questions? Ask the community.

Refund Policy
If you need to reschedule or cancel a class, it's usually no problem. We will move you to a different session, or give you a full refund as long as you give us at least 7 days' notice. If, however, you notify us less than one week before the class (a "late-cancellation"), we do not offer a refund and you only qualify for a late-reschedule. We charge $25 for any reschedule, $50 for reschedules with fewer than 72 hours' notice, and $100 for reschedules with fewer than 24 hours' notice (or no-shows)
Students may withdraw from any course (except when they have late-rescheduled) after instruction has started within 2 hours and receive a full refund, provided the reason for their withdrawal is dissatisfaction with the course. In the case of multi-day and multi-evening courses, students may withdraw after any session before the course's half-way point and receive pro-rated refund for the unused portion of the tuition.


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