Tableau Desktop Level 1

Our classes are always live and instructor led from our Exton, PA or EPIC Partner locations. Springhouse AnywhereLive options require Internet Access. Select classes are Guaranteed to Run (GTR). View our complete schedule policies.





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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 provide an abundance of computational power and storage, allowing organizations of all sort to capture, store data. Leveraging that data effectively can provide timely insights and competitive advantage.

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 allow 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.

Intended Audience

​This course is designed for 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 need to be able to provide data visualizations in reports or explain data analysis through visualizations.

At Completion


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 courses:

  • Microsoft Office Excel 2016: Level 1
  • Microsoft Office Excel 2016: Level 2

Optionally, having experience with other data analytics tools, such as Google Analytics™ or Customer Relationship Management (CRM) tools, as well as an understanding of database design concepts or a background in statistical analysis will help you get even more out of Tableau.

Exams & Certifications


Course Outline

Tableau and Data Visualization

  • What is Data Visualization
  • Analyze Existing Tableau Workbooks
  • Create a New Workbook
  • Using Show Me
  • Sharing Tableau Workbooks



  • Using Keep Only and Exclude
  • Using the Filters Shelf
  • Managing Interactive Filters
  • Using Filter Scope


Geographic Mapping

  • Geographic Dimensions/Geocoding
  • Latitude/Longitude Combined with Background Maps
  • Symbol Maps
  • Filled Maps
  • Map Layers


Date/Time Analysis

  • Navigating Date Hierarchies
  • Discrete/Continuous Dates
  • Date Filters


Customized Calculations

  • Ad-Hoc Versus the Calculation Editor
  • Parts of Calculated Fields
  • Calculated Field Data Types
  • Aggregation Options


Quick Table Calculations

  • "Second Pass" Table Calculations
  • Table Calculation Scope and Direction


Interactive Dashboards

  • Setting Dashboard Size
  • Adding Worksheets
  • Customizing Legend and Filter Appearance
  • Dashboard Interactivity


Guided Analysis with Stories

  • Setting Story Size
  • Adding Worksheets, Dashboards, and Text to Story Points
  • Modifying Sheet State
  • Formatting Stories


Customizing the Data Source (optional)

  • Joining Tables
  • Data Pane Customization
  • Saving Custom Data Sources


Additional Chart Types

  • Measure Names/Measure Values
  • Show Me Charts
  • Text Tables
  • Heat Maps
  • Horizontal Bar
  • Stacked Bar
  • Side-By-Side Bar
  • Treemap
  • Circle View
  • Lines
  • Dual Combination
  • Scatter Plot
  • Histogram
  • Box and Whisker Plot
  • Gantt View
  • Bullet Graph
  • Packed Bubble



Tableau Desktop Level 1 Desktop Level 1

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