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Tableau Data Visualization Course Content

Introduction and Overview

  • Why Tableau? Why Visualization?
  • Level Setting – Terminology
  • Getting Started – Creating powerful visualizations quickly
  • The Tableau Product Line
  • Things you should know about Tableau

Getting Started

  • Connecting to data
  • Introduction to data source concepts
  • Working with data files versus database servers
  • Understanding the Tableau workspace
  • Dimensions and measures
  • Using Show Me!
  • Tour of shelves (how shelves and marks work)
  • Building basic views
  • Help menu and samples
  • Saving and sharing your work

Concepts and Options when Connecting to Data

  • Overview of other connection options
  • Joining multiple tables
  • Data blending
  • Copy and paste
  • Data extracts
  • Custom SQL
  • Publishing and reusing data connections
  • Understand how to deal with data changes in your data
  • source such as field addition, deletion or name change
  • Re-using and sharing data connections (meta data)
  • Working with multiple connections in the same workbook


  • Creating Views
  • Marks
  • Size and transparency
  • Highlighting
  • Dates Working with Dates
  • Date aggregations
  • Dual axis
  • Multiple measures
  • Combo charts
  • Different mark types
  • Geographic map
  • Page trails
  • Heat map
  • Density chart
  • Scatter plots
  • Pie charts
  • Bar charts
  • Aggregate vs. disaggregate
  • Small multiples
  • Sorting
  • Grouping
  • Aliases
  • Filtering and quick filters
  • Cross-tabs (pivot tables)
  • Totals and subtotals
  • Drilling and drill through
  • Aggregation disaggregation
  • Percent of total
  • Stats and trendlines

Getting Started with Calculated Fields

  • Working with string functions
  • Basic arithmetic calculations
  • Date math
  • Working with totals
  • Custom aggregations
  • Logic statements


  • Options in formatting your visualization
  • Working with labels and annotations
  • Effective use of titles and captions
  • Introduction to visual best practices

Building Interactive Dashboards

  • Combining multiple visualizations into a dashboard
  • Making worksheets interactive with actions and filters
  • Best practices in visualization introduction

Sharing Workbooks

  • Publish to Reader
  • Packaged Workbooks
  • Publish to Office
  • Publish to PDF
  • Publish to Tableau Server and sharing on the web
October 4, 2016
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