Tableau Desktop Analyst
Data Analytics
Course Overview
This comprehensive course is designed to take learners from foundational to advanced Tableau skills. Participants will learn how to connect to data, build visualizations, create interactive dashboards, and apply advanced analytics techniques to support data-driven decision-making.
COURSE OBJECTIVES
By the end of this course, participants will be able to:
· Understand core Tableau concepts, terminology, and interface
· Connect to and prepare data from multiple sources
· Create a wide range of visualizations for data exploration
· Build and use calculations, including advanced and Level of Detail (LOD) expressions
· Apply filtering, sorting, grouping, and hierarchies effectively
· Perform data blending and joins across datasets
· Use parameters and controls to enhance interactivity
· Develop dashboards with guided analytics and user-focused design
· Apply basic statistical and analytical techniques in Tableau
· Optimize performance using extracts and efficient data connections
· Share and publish dashboards for collaboration and decision-making
TARGET AUDIENCE
· Beginners to intermediate users working with data
· Business analysts, data analysts, and professionals transitioning into analytics
· Users who want to become proficient Tableau Desktop Analysts
PREREQUISITES
· No prior Tableau experience required (basic data literacy recommended)
Course Outline
Day 1: Foundations
· Introduction to Tableau
o Introduction to Tableau Desktop
o Terminology and concepts
o Interface and workflow
· Connecting and Preparing Data
o Connecting to data sources
o Customizing and saving data sources
o Data extracts
o Split and custom split
· Data Organization and Transformation
o Filtering and sorting
o Groups and hierarchies
o Date fields (discrete vs continuous, custom dates)
· Building Core Visualizations
o Crosstabs and highlight tables
o Bar charts and pie charts
Day 2: Core Visualizations & Dashboards
· Building Core Visualizations
o Heat maps and tree maps
o Geographic maps
o Scatter plots
o Relationships and distributions
· Working with Multiple Measures
o Dual-axis charts
o Combined axis charts
o Combo charts
· Calculations – Fundamentals
o Basic calculations
o Strings, dates, type conversion
o Quick table calculations
· Dashboard Development – Basics
o Building dashboards
o Combining views
Day 3: Intermediate Data & Calculations
· Advanced: Data Preparation
o Joining tables
o Data blending
o Blending without a common field
· Advanced Calculations
o Aggregating dimensions
o Controlling table calculations
o LOD expressions
o Filtering with LOD
· Analytical Techniques
o Top/bottom analysis
o Trends and outliers
o Reference lines
Day 4: Interactivity & Advanced Visualization
· Parameters and Interactivity
o Creating parameters
o User input controls
o Swapping measures
· Geographic and Spatial Analysis
o Mapping data
o Advanced mapping
o Custom geocoding
· Dashboard Development – Advanced
o Dashboard actions
o Guided analytics
o Visual best practices
Day 5: Performance, Sharing & Capstone
· Performance Optimization
o Data engine
o Extracts vs live connections
o Performance best practices
· Sharing and Collaboration
o Publishing dashboards
o Collaboration best practices
· Capstone Project
o Build an end-to-end interactive dashboard
o Apply data prep, calculations, and visualization
o Present insights and recommendations
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