Turn everyday data into clear, interactive visualizations and dashboards with Tableau Desktop.

Tableau Desktop Training (Basic) provides a practical introduction to data analysis and visual design for new Tableau users.

Learn to connect and organize data, create essential charts, work with calculations, explore trends and relationships, build interactive dashboards, and share insights with others.

  • Why get trained: Learn to connect, explore, visualize, calculate, and present data using Tableau
  • Why it matters: Clear visualizations make patterns, trends, and insights easier to understand and communicate
  • Who should attend: Beginners who work with data and want practical Tableau visualization and analysis skills

Move beyond rows and columns by learning to explore data visually and communicate findings through dashboards that make insights easier to understand. HRD Corp Claimable.

Overview

Learn the fundamentals of Tableau Desktop in this introductory course. In this 2-day instructor-led course, you’ll gain a comprehensive introduction to data analysis and visual design to build a range of visualizations—from single worksheets to dashboards—and learn techniques to apply to your own data analysis with Tableau.

Skills Covered

  • Connect to data to edit its source
  • Gather data for sorting, filtering and grouping
  • Use the Tableau Workspace to create visualizations
  • Build a range of essential chart types for analysis
  • Create basic calculations, including quick table calculations
  • Design interactive dashboards to reveal data insights
  • Describe how to share and publish visualizations

Prerequisites

PREPARE FOR YOUR TRAILHEAD COURSE BY COMPLETING THIS PREWORK BEFORE YOUR SESSION STARTS.

Target Audience

ADMIN, ARCHITECT, BUSINESS ANALYST, CONSULTANT, DESIGNER, END USER, MARKETER.

Course Curriculum

MODULE 1: INTRODUCTION TO TABLEAU

  • DISCOVER THE TABLEAU PLATFORM
  • LEARN APPLICATION TERMINOLOGY
  • IDENTIFY VISUAL CUES FOR FIELDS

MODULE 2: TABLEAU WORKFLOW

  • UNDERSTAND THE TABLEAU WORKFLOW
  • RECOGNIZE ELEMENTS OF A VISUALIZATION
  • GET STARTED IN TABLEAU

MODULE 3: CONNECTION AND DATA SOURCE SETUP

  • IDENTIFY TABLEAU FILE TYPES AND EXTENSIONS
  • CREATE A LIVE DATA CONNECTION
  • SAVE AND EDIT A DATA SOURCE
  • MODIFY DATA ATTRIBUTES
  • UNDERSTAND CHANGES TO DATA

MODULE 4: DATA SIMPLIFICATION AND SORTING

  • FILTER DATA
  • CREATE DATE FILTERS
  • SORT DATA

MODULE 5: DATA ORGANIZATION

  • USE GROUPS
  • CREATE AND USE HIERARCHIES

MODULE 6: SPECIFIC VALUES

  • CREATE CROSSTABS
  • GENERATE GRAND TOTALS, SUBTOTALS, AND CHANGING AGGREGATION
  • BUILD HIGHLIGHT TABLES

MODULE 7: DATA BY DATE

  • WORK WITH DATES IN TABLEAU
  • USE DISCRETE DATE PARTS AND CONTINUOUS DATE VALUES

MODULE 8: MULTIPLE MEASURES IN A VIEW

  • MEASURE VALUES AND NAMES
  • COMBINE OR SHARE AXIS CHARTS
  • CREATE DUAL AXIS CHARTS

MODULE 9: RELATIONSHIPS BETWEEN NUMERICAL VALUES

  • SHOW CORRELATIONS AND OUTLIERS WITH SCATTER PLOTS
    CREATE A SCATTER PLOT
  • ANALYZE USING THE HIGHLIGHTER
  • ANALYZE AN OUTLIER WITH THE DATA GUIDE
  • USE THE ANALYTICS PANE
  • BUILD TREND LINES AND MODELS
  • REFERENCE LINES AND BANDS

MODULE 10: GEOGRAPHIC DATA MAPPING

  • MAP IN TABLEAU
  • NAVIGATE AND SELECT IN MAPS

MODULE 11: DATA CUSTOMIZATION

  • CALCULATE IN TABLEAU
  • CHOOSE BETWEEN CALCULATION TYPES
  • CREATE AND EDIT CALCULATED FIELDS
  • FOLLOW FORMULA EDITOR CONVENTIONS
  • IDENTIFY TYPES OF CALCULATED FIELDS
  • CONDUCT CALCULATIONS AND AGGREGATIONS
  • USE STRING FUNCTIONS
  • BUILD SPLITS AND CUSTOM SPLITS
  • CONVERT TYPES
  • CALCULATE DATES

MODULE 12: QUICK TABLE CALCULATIONS

  • DISCOVER TABLE CALCULATIONS
  • USE QUICK TABLE CALCULATIONS
  • HARNESS RANK TO SHOW BIGGEST TO SMALLEST

MODULE 13: BREAKDOWNS OF THE WHOLE

  • GENERATE PIE CHARTS AND PARTS OF THE WHOLE
  • CREATE TREE MAPS

MODULE 14: VIEW SHARING

  • BUILD DASHBOARDS
  • DEMONSTRATE RELATIONS BETWEEN DASHBOARDS AND WORKSHEETS
  • GENERATE TILED OR FLOATING OBJECTS
  • FORMAT COMPONENTS
  • CHANGE DASHBOARD DEVICE LAYOUTS
  • CONDUCT DASHBOARD ACTIONS
  • PUBLISH YOUR DASHBOARD ONLINE

Dates & Locations

Let’s make it work for you

Can’t find a date that fits? Need to train your whole team? Looking for a discount?
Speak to one of our learning experts today.

x Clear all selections

October 5, 2026 - October 6, 2026

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

October 5, 2026 - October 6, 2026

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200

December 1, 2026 - December 2, 2026

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

December 1, 2026 - December 2, 2026

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200

January 11, 2027 - January 12, 2027

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

January 11, 2027 - January 12, 2027

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200

March 1, 2027 - March 2, 2027

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

March 1, 2027 - March 2, 2027

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200

May 10, 2027 - May 11, 2027

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

May 10, 2027 - May 11, 2027

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200

July 22, 2027 - July 23, 2027

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

July 22, 2027 - July 23, 2027

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200

September 13, 2027 - September 14, 2027

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

September 13, 2027 - September 14, 2027

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200

November 4, 2027 - November 5, 2027

Location: Kuala Lumpur
Modal: ILT
Availability: TBC
Exam:
RM 450
RM 4200

November 4, 2027 - November 5, 2027

Location: Online
Modal: VILT
Availability: TBC
Exam:
RM 450
RM 4200
Trainocate exam and cert

Exam & Certification

Tableau Desktop Specialist

This exam is for those who have foundational skills and understanding of Tableau Desktop and at least three months of applying this understanding in the product. Be sure to review the details of the full Tableau Desktop Specialist Exam Prep Guide before registering. There are no required prerequisites for this exam.

Training & Certification Guide

Frequently Asked Questions

You will learn how to turn raw data into meaningful visualizations and interactive dashboards using the core capabilities of Tableau Desktop.

The course takes you through the Tableau workflow from connecting to data through to communicating insights. You will learn how to:

  • Connect to and modify data sources
  • Sort, filter, group, and organize data
  • Build essential chart types
  • Work with dates and multiple measures
  • Create scatter plots, maps, and trend lines
  • Build calculated fields and quick table calculations
  • Create interactive dashboards
  • Publish and share visualizations

The focus is on giving you a practical foundation that you can apply to your own business data and analysis.

Pro Tip: Bring examples of the reports or spreadsheets you regularly work with to mind during training. This will help you identify where Tableau could replace static reporting with more interactive analysis.

es. TDT-B is fundamental-level training designed specifically for learners who are new to Tableau.

You do not need to be a data scientist or programmer to benefit. The course is suitable for anyone who works with data and wants to develop practical visualization and analytics skills, including:

  • Business Analysts
  • Consultants
  • Administrators
  • Designers
  • Marketers
  • Business users
  • Professionals responsible for reporting or analysis

Tableau similarly positions its Desktop Fundamentals training for beginners regardless of their technical or analytical background.

Pro Tip: If you regularly work with Excel reports, business KPIs, sales data, marketing data, or operational reports, you already have useful context for learning Tableau. You do not need advanced analytics experience to start.

You will be able to connect to business data, explore it visually, perform basic analysis, and build dashboards that communicate your findings.

Tableau Desktop Basic training goes beyond learning the Tableau interface. You will work with common analytical techniques such as filtering, grouping, hierarchies, aggregations, calculations, trend lines, geographic mapping, and multiple measures. You then bring these capabilities together when creating interactive dashboards.

This foundation is useful for everyday tasks such as:

  • Analyzing sales performance
  • Tracking operational KPIs
  • Comparing categories or business units
  • Identifying trends and outliers
  • Exploring geographic performance
  • Presenting results through dashboards

Pro Tip: Focus on the question your visualization needs to answer before choosing a chart. Tableau proficiency is not just about creating more visualizations, but choosing ones that make your data easier to understand.

No. Tableau Desktop Basic training is designed as introductory Tableau training and does not require programming or advanced data analytics expertise.

The course begins with the Tableau platform, terminology, workflow, data connections, sorting, filtering, and organization before progressing into calculations and visualization techniques.

Tableau’s corresponding Fundamentals training is likewise designed for beginners and states that learners can come from different technical and analytical backgrounds.

You should, however, complete the specified Trailhead prework before your training session.

Pro Tip: Basic familiarity with data tables, spreadsheets, rows, columns, and common business metrics will help, but you do not need to learn a programming language before attending.

Yes. Dashboard creation, formatting, interactivity, device layouts, and publishing are all included in the TDT-B curriculum.

After learning how to build individual visualizations, you will progress to combining them into dashboards. The course covers:

  • Relationships between dashboards and worksheets
  • Tiled and floating dashboard objects
  • Dashboard formatting
  • Device-specific layouts
  • Dashboard actions
  • Publishing dashboards online

This progression is important because Tableau’s value extends beyond individual charts. Dashboards allow multiple visualizations to work together so users can interact with and explore business information.

Pro Tip: Think about your dashboard’s audience before designing it. A dashboard for senior management may need a very different level of detail and interaction from one designed for analysts.

Tableau Desktop Basic establishes your core Tableau skills, while Intermediate and Advanced training progressively develop more sophisticated analysis and visualization capabilities.

Trainocate currently offers a structured Tableau Desktop pathway comprising:

TDT-B: Basic
Start here to learn Tableau workflow, data connections, essential charts, calculations, maps, dashboards, and publishing.

TDT-I: Intermediate
Progress here after developing your fundamental Tableau capabilities.

TDT-ADV: Advanced
Continue here when you are ready to work with more advanced Tableau techniques.

Trainocate also offers TDT-A: Tableau Desktop Training (Accelerated) as a 3-day alternative. Tableau’s official instructor-led portfolio similarly separates Desktop learning into Fundamentals, Intermediate, Advanced, and Accelerated options.

Pro Tip: If you are new to Tableau, start with Basic rather than jumping directly into Intermediate. A strong understanding of Tableau’s workflow, data model, calculations, and visualization fundamentals makes advanced techniques considerably easier to learn.

TDT-B builds foundational Tableau Desktop skills relevant to the Tableau Desktop Specialist certification, but additional practice is recommended before attempting the exam.

The Trainocate course page associates TDT-B with Tableau Desktop Specialist and lists the certification exam as available separately.

The certification is intended for candidates with foundational Tableau Desktop skills. Trainocate’s certification guidance recommends having at least three months of experience applying Tableau knowledge in the product, although there are no mandatory exam prerequisites.

TDT-B therefore provides a strong learning foundation, but completing a two-day course should not be treated as a substitute for continued hands-on Tableau practice.

Pro Tip: After training, recreate several dashboards independently using different datasets. This will reinforce your skills while building the practical familiarity expected of a Tableau Desktop Specialist candidate.

Choose Tableau Desktop Basic if you are new to Tableau and prefer a structured introduction; consider Accelerated if you learn quickly and want to cover both foundational and intermediate material in a shorter learning pathway.

TDT-B provides 2 days of fundamental-level training focused on establishing your core Tableau skills.

Tableau describes its accelerated course as a fast-paced, 3-day program combining curated content from Desktop I: Fundamentals and Desktop II: Intermediate. It is specifically intended for learners who acquire new technology skills quickly and want to develop broader Tableau competency within a compressed timeframe.

Pro Tip: If Tableau is completely new to you or you prefer time to practise each concept, choose Basic. If you already have strong data-analysis experience and are comfortable learning new software quickly, the Accelerated route may be worth considering.

Speak to a Training Consultant

All courses are HRD Claimable.
Get in touch with our team via the form or WhatsApp us on +6011-5119 6631

Preferred mode of training
Checkboxes