
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.

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
August 10, 2026 - August 11, 2026
August 10, 2026 - August 11, 2026
October 5, 2026 - October 6, 2026
October 5, 2026 - October 6, 2026
December 1, 2026 - December 2, 2026
December 1, 2026 - December 2, 2026

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
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























