Tableau Course Content

Tableau Data Visualization & Analytics






Overview of Tableau. Why Tableau?

Tableau Software Edition & Environment Setup

Tableau ETL workflow

Tableau & it's extension

Terminology: Workbook, Sheet, Dashboard, Story, Dimension, Measure etc.


Getting Started with Data

Connecting to Excel, CSV, and text; connecting to tables; live vs extract (in-memory); connecting to multiple tables.

Connecting to Databases and Advanced Features

Connecting to databases, join vs data blending, custom SQL, and data source filters.

Editing Data Connections and Data Sources

Editing data connections and changing data sources.

Editing Metadata and Saving Data Sources

Editing metadata and saving data sources.

Using and Refreshing Extracts

Extracts (bringing data in-memory) and refreshing extracts.


Join Types

Join types (left joins, right joins, inner joins, and outer joins).

Data Blending

Bring data from multiple data sources into a single view in Tableau.

Analyzing Data

Getting Started with Visual Analytics

Tableau and building views

Ways to Filter

Basic filtering options in Tableau.


Quick Filters

How to add interactivity to your visualizations with Tableau quick filters.

Using the Filter Shelf

Filter shelf to filter dimensions and measures.

Filtering Conditions

Different levels of filtering including conditional filtering by formula.

Filtering Measures


How to create parameters within Tableau.


Simple sorting, more complex sorting, sorting calculated fields, and parameter sorting.



Ways to add groups (creating a field by combining members of a dimension).

Creating Sets

Create sets (custom fields that are subsets of data that meet certain conditions) and how to combine sets for analysis.

Working with Sets

IN/OUT feature available when working with sets, creating a set from filter results, adding sets to hierarchies, and using sets in calculations.


Visual analytic topics above as well making hierarchies, generating a crosstab from data, modifying aggregations of data, analyzing with trend lines, using the page shelf, and forecasting data.

Designing Efficient Workbooks



Getting Started with Calculations

Creating a calculated field, using calculated fields, and discusses regular calculations vs table calculations in Tableau.

Date Calculations

Calculate time between dates and a formula combining separate date dimensions into a date format recognizable by Tableau.

Aggregate Calculations

Explains the aggregate and attribute functions available in Tableau calculations.

User Calculations

Create user filters that affect published views to Tableau Server and column-level security filters that show different information to different people.

Intro to Table Calculations

Quick table calculations, and creating a ranking result using a table calculation.


Modifying Table Calculations

Setting the direction of the table calculation computation, and addressing vs partitioning dimensions used in table calculations edits.

Table Calculations

Provides a very useful in-depth explanation of table calculations and contains various examples.

Top Ten Tableau Table Calculations

Most popular table calculations with interactive views of each of the examples.

Logic Calculations

How to use logical calculations (Boolean logic) within Tableau.

Logical Calculations

String Calculations

Number Calculations

Type Calculations


Type conversion calculations by demonstrating data validation and rounding down calculations.

Visualizing your Data - Charts and Graphs

Which chart or graph is right for you?

When to use the most common types of charts and graphs (bar graphs, line charts, pie charts, etc.) and shares best practices for each.

Which chart or graph is right for you? (Tableau Whitepaper)

When determining which visualization is best to use given the data being analyzed.

Efficiency Tips


Keyboard commands, drop areas on the view, and shortcuts.


Marks card options, labels, annotations, tooltips, formatting various parts of the view, and formatting axes.


How to create traditional and cumulative histograms.

Treemaps, Word Clouds and Bubble Charts

New chart types that were introduced with Tableau Desktop 8.0.

Pareto Charts

How to create a Pareto chart.


Waterfall Charts

How to build a waterfall chart.

Bump Charts

How to build a bump chart.

Funnel Charts

How to create a funnel chart.

Bollinger Bands

How to build Bollinger bands.


Visualizing your Data - Maps and Images

Maps in Tableau

Plotting geographic data, symbol maps, filled maps, and map options.

Expanding Tableau's Mapping Capabilities

Mapping geocoded data and a brief review of polygon maps and custom geocoding.

Advanced Mapping Techniques

How to calculate the distance between given points on a map, how to use a parameter to select any given city and then calculate the distance from that city to other cities on that map, and how to filter using a radius.

Background Images

How to add an image, plot data on the image, and filter multiple images.

Polygon Maps

How to quickly create field maps using Tableau’s field map feature with specific geographic roles.


WMS: Web Mapping Services

How to import and export a .tms file, and how to apply different layers once you’ve connected to a WMS URL.

Custom Geocoding

How you can custom geocode your data when Tableau doesn’t detect it as a geographic role.

Controls, Forecasting, and Statistics

Control Charts

To create control charts.


Statistics Calculations

How you can take statistical equations and translate them into Tableau’s calculations. It discusses Z-scores, correlation coefficients, and how to build a trend model.

Box Plots

How to create a traditional box and whisker plot and a hybrid box plot.

Trend Lines

Data modeling with a line, trend line options, viewing the resulting model summary and the ANOVA table, and residuals.


How to use Tableau’s forecasting capabilities.


Benford's Law

Defines Benford’s Law and discusses its implications in data analysis.

How to Integrate R and Tableau

How to integrate R and Rserve with Tableau.

Authoring Dashboards and Stories

Getting Started with Dashboard and Stories

Introduction to dashboards (multiple worksheets combined into one view with connected interactivity) and stories (narrated walkthroughs of multiple worksheets or dashboards) within Tableau.

Building a Dashboard

Adding views, objects, legends, and quick filters into a dashboard. This video also covers dashboard size considerations.


Dashboard Interactivity using Actions

Adding highlight, filter, and URL actions to a dashboard.

Story Points

Creating a new story, adding content, updating, creating additional points, fitting visualizations in stories, updating the underlying sheet, rearranging content, annotating with descriptions, navigation/title, and exploring a story.

Sharing Dashboards


How to share (publish) your dashboards dealing with file formats (e.g., twbx), exporting an image, and printing to PDF. Tableau Reader and Tableau Server are briefly discussed.

Connecting to Cubes


Connecting to Cubes, functional differences between Cubes and relational data sources, grouping, and creating a non-hierarchical quick filter with sets.

Connecting to Google Analytics

Google Analytics and how to connect and analyze with it.

Google Analytics

This Tableau web page details how to connect Tableau with Google Analytics, advanced analytics, and sharing your dashboards.

Connecting to Salesforce

How to connect and analyze with it.



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