Tableau is a widely used business intelligence (BI) and analytics software trusted by companies like Amazon, Experian, and Unilever to explore, visualize, and securely share data in the form of Workbooks and Dashboards. With its user-friendly drag-and-drop functionality it can be used by everyone to quickly clean, analyze, and visualize your team’s data. You’ll learn how to navigate Tableau’s interface and connect and present data using easy-to-understand visualizations. By the end of this training, you’ll have the skills you need to confidently explore Tableau and build impactful data dashboards. Let’s dive in.

Getting Started

  • Getting Started
  • The Tableau Interface
  • Distributing and Publishing

Tableau Preparation

  • Getting Started with Tableau Prep Builder
  • The Tableau Prep Builder Interface
  • The Input Step
  • The Cleaning Step
  • Group and Replace
  • The Profile Pane
  • The Pivot Step
  • The Aggregate Step
  • The Join Step
  • The Union Step
  • The Output Step
  • Tableau Prep Conductor

Connecting to Data

  • Getting Started with Data
  • Managing Metadata
  • Managing Extracts
  • Saving and Publishing Data Sources
  • Data Prep with Text and Excel Files
  • Join Types with Union
  • Cross-database Joins
  • Data Blending
  • Additional Data Blending Topics
  • Connecting to PDFs
  • Connecting to Cubes

Visual Analytics

  • Getting Started with Visual Analytics
  • Drill Down and Hierarchies
  • Sorting
  • Grouping
  • Additional Ways to Group
  • Creating Sets
  • Working with Sets
  • Set Actions
  • Ways to Filter
  • Using the Filter Shelf
  • Interactive Filters
  • Where Tableau Filters
  • Additional Filtering Topics
  • Parameters
  • Parameter Actions
  • Formatting
  • The Formatting Pane
  • Basic Tooltips
  • Viz in Tooltip
  • Trend Lines
  • Reference Lines
  • Forecasting
  • Clustering
  • Analysis with Cubes and MDX

Dashboards and Stories

  • Getting Started with Dashboards and Stories
  • Building a Dashboard
  • Dashboard Objects
  • Dashboard Formatting
  • Dashboard Interactivity Using Actions
  • Dashboard Extensions
  • Device Designer
  • Story Points


  • Getting Started with Mapping
  • Maps in Tableau
  • Editing Unrecognized Locations
  • Spatial Files
  • The Density Mark Type (Heat maps)
  • Expanding Tableau’s Mapping Capabilities
  • Custom Geocoding
  • Polygon Maps
  • Mapbox Integration
  • WMS: Web Mapping Services
  • Background Images


  • Getting Started with Calculations
  • Calculation Syntax
  • Intro to Table Calculations
  • Modifying Table Calculations
  • Introduction to LOD Expressions
  • Aggregate Calculations
  • Date Calculations
  • Logic Calculations
  • String Calculations
  • Number Calculations
  • Type Calculations
  • Conceptual Topics with LOD Expressions
  • Aggregation and Replication with LOD Expressions
  • Nested LOD Expressions
  • How to Integrate R and Tableau
  • Using R within Tableau

Why is Tableau Doing That?

  • Understanding Pill Types
  • Measure Names and Measure Values
  • Aggregation, Granularity, and Ratio Calculations
  • When to Blend and When to Join
  • Filtering for Top Across Panes

How To

  • Using a Parameter to Change Fields
  • Finding the Second Purchase Date with LOD Expressions
  • Cleaning Data by Bulk Re-aliasing
  • Bollinger Bands
  • Bump Charts
  • Control Charts
  • Funnel Charts
  • Step and Jump Lines
  • Pareto Charts
  • Waterfall Charts

Publish to Tableau Online

  • Publishing to Tableau Online
  • Device Designer
  • Introduction to the Tableau JavaScript API
  • Publish to Tableau Server
  • Publishing to Tableau Server
  • Device Designer
  • Introduction to the Tableau JavaScript API