Course Length: 2 days

Course Description

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

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 allows 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.

Course Objectives:

visualize data with Tableau.

Identify and configure basic functions of Tableau.

Connect to data sources, import data into Tableau, and save Tableau files.

Create views and customize data in visualizations.

Manage, sort, and group data.

Save and share data sources and workbooks.

Filter data in views.

Customize visualizations with annotations, highlights, and advanced features.

Create maps, dashboards, and stories.


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:

Excel Level 1 Foundation 

Excel Level 2 Intermediate 

Excel Dashboards for Business Intelligence

Course Outline

Lesson 1: Tableau Fundamentals

Lesson 2: Connecting to and Preparing Data

Lesson 3: Exploring Data

Lesson 4: Managing, Sorting, and Grouping Data


Lesson 5: Saving and Sharing Data

Lesson 6: Filtering Data

Lesson 7: Customizing Visualizations

Lesson 8: Creating Maps, Dashboards, and Stories


You may also be interested in:

Tableau Desktop: Part 2



This exam is for those who have foundational skills and understanding of Tableau Desktop and at least three months of applying this understanding in the product. Be sure to review the full Desktop Specialist Exam Prep Guide before registering. You will need to complete Tableau Desktop Part 1 and Part 2 before testing.