Tableau is an intuitive and simple tool to learn. This Tableau training course is a jumpstart to getting report writers and analysts who are self-taught or have no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in three days. Having a quick turnaround from starting to use Tableau, to getting real, actionable insights means that you get a swift return on your investment. At the end of this course, you will be able to communicate insights more effectively, enabling your organisation to make better decisions, quickly.
This accelerated approach is key to getting engagement from within your organisation so everyone can immediately see and feel the impact of the data and insights you create.
Our Tableau Desktop Fast Track course combines all of our Foundation (Fundamentals) and Analyst (Intermediate) content into a 3 day live online course with added access to online bonus content of 3 additional modules. Gathering Requirements, Bring Your Own Data and Engaging Users.
What do you get?
This course is delivered live virtually and has all material provided through our online portal, together with email support and live coaching sessions. The full program includes all of the following elements:
3 days of live and interactive instructor-led sessions delivered by an expert Tableau Trainer
6 weeks access to our live coaching program delivered by expert Tableau coaches
50+ practical exercises to practice what you learn
12 months access to video’s that walk you through the theory and exercise solutions
Practical advice, tools and resources for using Tableau in the real world
The three additional online modules provide:Clarity on the approach to gathering dashboard requirements in a way that can be translated into dashboard designs.An agile and iterative development process that delivers products that meet user needs more quickly and effectively.An understanding of how end users will interact with dashboards to ensure that designers deliver actionable results.
THE SYLLABUS
PHASE 1: DESIGN
MODULE 1: UNDERSTAND TABLEAU
What is possible
How does Tableau deal with data
Know your way around
Review of Type Conversions
How do we format charts
Dashboard basics – My first Dashboard
MODULE 2: TRANSFORM DATA
Connecting to and setting up data in Tableau
Modifying data attributes
How Do I Structure my Data – Groups & Hierarchies, Visual Groups
How Tableau Deals with Dates – Using Discrete and Continuous Dates, Custom Dates
How do I create calculated fields and why? – Creating Calculated Fields, Types of calculated fields, Row Level v Aggregations, Aggregating dimensions in calculations, Changing the Level of Detail (LOD) of calculations – What, Why, How
MODULE 3: GATHER REQUIREMENTS(ONLINE CONTENT ONLY)
Brainstorm and assess possible priorities
Pitfalls to avoid
Gather requirements
PHASE 2: DEVELOP
MODULE 4: CREATE CHARTS
Charts that Compare Multiple Measures – Measure Names and Measure Values, Shared Axis Charts, Dual Axis Charts, Scatter Plots
Showing progress over time
Creating Tables – Creating Tables, Highlight Tables, Heat Maps
Showing Relational & Proportional Data – Pie Charts, Donut Charts, Tree Maps
Making things dynamic with parameters
MODULE 5: COMBINE DATA
Relationships
Joining Tables – Join Types, Joining tables within the same database, cross database joins, join calculations
Blending – How to create a blend with common fields, Custom defined Field relationships and mismatched element names, Calculated fields in blended data sources
Unions – Manual Unions and mismatched columns, Wildcard unions
Data Extracts – Creating & Editing Data extracts
MODULE 6: ANALYSE INFORMATION
Table Calculations
Sets, Reference Lines, Trends and Forecasting
Answering spatial questions – Mapping, Creating a choropleth (filled) map, Using your own images for spatial analysis, Mapping with spatial files
Advanced charts
Bar in Bar charts
Bullet graphs
Creating Bins and Histograms
Creating a Box & Whisker plot
Viz in Tooltips
PHASE 3: DESIGN
MODULE 7: BUILD DASHBOARDS
Using the Dashboard Interface
Device layouts
Dashboard Actions – Set actions, Parameter actions
Viz in Tooltips for Dashboards
Dashboard containers – Horizontal & Vertical containers, Hidden containers
Navigate between dashboards
Telling data driven stories
MODULE 8: BRING YOUR OWN DATA
Design
Best Practices & Resources
Wireframe templates
Questions
Process
Start building and testing
MODULE 9: EMPOWER STAKEHOLDERS
What is Tableau Server
Publishing & permissions
How can your users engage with content
The Tableau ecosystem
Review your progress
Your next steps
HOW MUCH OF YOUR TIME WILL THIS TAKE?
Delegates are also provided 6 weeks access to our Tableau Coaching. We run Live Q&A sessions from 4pm-5pm on a Monday (Connecting to Data and Calculated Fields), 2pm-3pm Friday (Creating Charts) & 4pm-5pm Friday (Dashboard Design).
The coaching helps delegates to transition from the theory of using Tableau to its practical use. We’d be expecting them to apply the exercises you’ll be doing during the course, onto your own data after the course. In our experience, this is the best way to increase both understanding and long term memory retention.
The live coaching also acts as a troubleshooting platform for any practical issues that delegates need to overcome in the real world.
Delegates also have 12 months access to all of the training material covered in the course in the form of an online portal (this includes theory videos, exercise solution videos, exercise materials and even quizzes). We have a growing LinkedIn community that delegates are encouraged to join and participate in. We regularly post useful blog posts and additional training that will enhance the Tableau journey and understanding.
We help teams using Tableau to transform in the following ways :
From a disjointed understanding of Tableau – To being familiar with Tableau terminology and capability
From ad-hoc data uploads and error prone calculations – To reusable data connections and robust metrics
From disjointed stakeholder questions – To clear and concise requirements that lead to decision making
From being unsure how difficult Tableau will be to learn – To being able to develop standard charts and tables in Tableau with dynamic reporting capabilities
From manually combining data for each analytical task – To dynamically combining data from multiple tables for analysis
From being unsure how to answer analytical questions and what options there are – To being equipped with multiple actionable, dynamic, analytical use cases
From not knowing Why, When and How to create Dashboards or Story’s – To being able to combine analysis to answer complex questions and tell data driven stories
From using demo data theory – To Delivering value [Answering questions] on their own data
From spending lots of time answering colleagues ad-hoc (data) questions – To empowering stakeholders in answering ad-hoc queries and reducing the time to analyse and steer the business