Faysal AzizTableau Foundations
Practical Skills for Immediate Impact - 2 days
Why this course
In a data-first world, the ability to quickly turn raw data into intuitive visuals is a competitive advantage. Over two days, this course equips participants with industry-tested workflows in Tableau Desktop and Cloud. Grounded in three decades of real-world BI consulting, it emphasizes hands-on application, practical problem solving, and real datasets—no fluff, no theory.
With 30+ years spanning BI consulting, data warehousing, and dashboard development across finance, retail, and healthcare, the instructor delivers industry-centered training. You’ll work with real client-style datasets, explore best-practice governance, and build dashboards built to solve real challenges.
Learning outcomes
Participants will be able to:
- Install and navigate Tableau Desktop
- Connect to diverse data sources, apply joins, blends, extracts
- Create core chart types (bar, line, scatter, pie, histogram, maps)
- Build interactive dashboards with filters, parameters, actions
- Use calculations, table calculations, and Level of Detail (LOD) expressions
- Leverage analytics features: trend lines, reference lines, forecasting
- Implement best practices in dashboard design and data governance
- Publish to Tableau Cloud and manage permissions and data refreshes
Prerequisites
- Basic spreadsheet familiarity (Excel/Google Sheets)
- No prior Tableau or BI tool experience required
9 modules
01Getting Started and Setup2 topics
- Overview of Tableau product ecosystem (Desktop, Cloud, Prep Builder, Public)
- Installing Tableau; working with .twb, .twbx files; interface fundamentals
02Connecting to Data3 topics
- Connecting to Excel, CSV, SQL, cloud sources
- Comparing live connections vs. extracts
- Joins, unions, blends, relationships in modern semantic data model
03Core Visual Analytics3 topics
- Differentiating dimensions vs. measures; discrete vs. continuous
- Creating bar, line, scatter, pie, histogram, and map charts
- Introduction to Show Me panel for quick chart generation
04Calculations and Data Structuring3 topics
- Basic calculated fields: arithmetic, date, string, logical
- Table calculations: running totals, percent of total, ranking
- LOD expressions: FIXED, INCLUDE, EXCLUDE for advanced aggregation
05Intermediate Charts and Analytics3 topics
- Building advanced charts: dual-axis, bullet, waterfall
- Adding reference lines, bands, trend lines, forecasting
- Intro to clustering and sets for segment analysis
06Interactive Dashboards3 topics
- Combining worksheets into dashboards; layout and formatting principles
- Adding filters, parameters, highlight and URL actions
- Custom tooltips and interactivity for user-driven insights
07Mapping and Geo-Analytics2 topics
- Working with geographic data (cities, postal codes, lat/long)
- Advanced mapping techniques: layers, territories, custom shapes
08Data Preparation and Cleansing2 topics
- Tableau Prep basics: cleaning, pivoting, shaping
- Using relationships to maintain clean data models
09Publishing, Governance, and Cloud Features3 topics
- Publishing workbooks and data sources to Tableau Cloud
- Setting refresh schedules, managing permissions
- Custom themes, formatting, naming conventions, folder structures
A programme built around your team.
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