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Course Skill Level:


Course Duration:

2 day/s

  • Course Delivery Format:

    Live, instructor-led.

  • Course Category:

    Big Data & Data Science

  • Course Code:


Who should attend & recommended skills:

Those preparing for the Tableau® Desktop Qualified Associate certification

Who should attend & recommended skills

  • Professionals in a variety of job roles who are currently using desktop or web-based data-management tools to perform numerical or general data analysis. This includes capturing and reporting on data to peers, executives, and clients. These professionals must also provide data visualizations in reports or explain data analysis through visualizations.
  • This course is also designed for students who plan to obtain Tableau Desktop Qualified Associate certification, which requires candidates to pass the Desktop Qualified Associate exam.
  • To ensure your success in this course, you should have experience managing data with Microsoft Excel or Google Sheets. You can obtain this level of skills and knowledge by taking the following Logical Operations courses:
  • Microsoft Office Excel 2016: Part 1 (Desktop/Office 365)
  • Microsoft Office Excel 2016: Part 2
  • Data analytics tools, such as Google Analytics or Customer Relationship Management (CRM) tools: Not required but helpful
  • Database design concepts or a background in statistical analysis: Not required but helpful
  • The following courses are helpful but not required:
  • Google Analytics: Foundation (Second Edition)
  • Database Design: A Modern Approach
  • Microsoft Office Excel 2016: Dashboards

About this course

As technology progresses and becomes more interwoven with our businesses and lives, more and more data is collected about business and personal activities. This era of “big data” has exploded due to the rise of cloud computing, which provides an abundance of computational power and storage, allowing organizations of all sorts to capture and store data. Leveraging that data effectively can provide timely insights and competitive advantages.
The creation of data-backed visualizations is a key way data scientists, or any professional, can explore, analyze, and report insights and trends from data. Tableau software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Tableau’s data connection capabilities and visualization features go far beyond those that can be found in spreadsheets, allowing users to create compelling and interactive worksheets, dashboards, and stories that bring data to life and turn data into thoughtful action.
Tableau Desktop: Part 1 (course link) is the follow-up course to this one.

Skills acquired & topics covered

  • Identify and configure basic functions of Tableau
  • Connect to data sources, import data into Tableau, and save Tableau files
  • Create views and customize data in visualizations
  • Manage, sort, and group data
  • Save and share data sources and workbooks
  • Filter data in views
  • Customize visualizations with annotations, highlights, and advanced features
  • Create maps, dashboards, and stories

Course breakdown / modules

  • Overview of Tableau
  • Topic B: Navigate the Tableau Interface and Configure Settings

  • Connect to Data
  • Topic B:Prepare Data for Analysis
  • Save Workbook Files

  • Create a View
  • Customize Data in Visualizations

  • Adjust Fields
  • Topic B:Sort Data
  • Group Data

  • Save and Publish Data Sources
  • Share Workbooks for Collaboration

  • Configure Worksheet Filters
  • Topic B:Apply Advanced Filter Options
  • Create Interactive Filters

  • Format and Annotate Views
  • Topic B:Highlight Data
  • Create Advanced Visualizations

  • Create Maps
  • Topic B:Create Dashboards
  • Create Stories