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(Full Color) Tableau Desktop: Part 1

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Tableau® Desktop: Part 1

Course Specifications

Course Number:


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:

In this course, you will visualize data with Tableau. You will:

  • 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.

Target Student:

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 must also provide data visualizations in reports, or explain data analysis through visualizations.

This course is also designed for students who plan to obtain Tableau® Desktop Qualified Associate certification, which requires candidates to pass the Desktop Qualified Associate exam.


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 Logical Operations courses:

  • Microsoft® Office Excel® 2016: Part 1 (Desktop/Office 365™)
  • Microsoft® Office Excel® 2016: Part 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. The following courses are helpful but not required:

  • Google Analytics™: Foundation (Second Edition)
  • Database Design: A Modern Approach
  • Microsoft® Office Excel® 2016: Dashboards

Course-specific Technical Requirements


For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:

  • 1 GHz or faster 32-bit (x86) or 64-bit (x64) processor
  • 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
  • 16 GB available hard disk space (32-bit) or 20 GB (64-bit)
  • Keyboard and mouse (or other pointing device)
  • 1,024 x 768 resolution monitor recommended
  • Network cards and cabling for local network access
  • Internet access (contact your local network administrator)
  • Printer (optional) or an installed printer driver
  • Projection system to display the instructor's computer screen


  • Microsoft® Windows® 10
  • Microsoft® Office 2016 (only Excel® is required)
  • Adobe® Acrobat® Reader
  • Tableau® Desktop 2018.2.x
  • Any web browser.
  • Students will need a valid email address that they can access during the course.
  • If necessary, software for viewing the course slides. (Instructor machine only.)

Course Content

Lesson 1: Tableau Fundamentals

Topic A: Overview of Tableau

Topic B: Navigate the Tableau Interface and Configure Settings

Lesson 2: Connecting to and Preparing Data

Topic A: Connect to Data

Topic B: Prepare Data for Analysis

Topic C: Save Workbook Files

Lesson 3: Exploring Data

Topic A: Create a View

Topic B: Customize Data in Visualizations

Lesson 4: Managing, Sorting, and Grouping Data

Topic A: Adjust Fields

Topic B: Sort Data

Topic C: Group Data

Lesson 5: Saving and Sharing Data

Topic A: Save and Publish Data Sources

Topic B: Share Workbooks for Collaboration

Lesson 6: Filtering Data

Topic A: Configure Worksheet Filters

Topic B: Apply Advanced Filter Options

Topic C: Create Interactive Filters

Lesson 7: Customizing Visualizations

Topic A: Format and Annotate Views

Topic B: Highlight Data

Topic C: Create Advanced Visualizations

Lesson 8: Creating Maps, Dashboards, and Stories

Topic A: Create Maps

Topic B: Create Dashboards

Topic C: Create Stories

Appendix A: Mapping Course Content to the Tableau® Desktop Qualified Associate Certification Objectives

More Information
SKU 095204SC
Days Of Training 2.0
Course Number 095204
Page Count 296
Product Type Print and Digital Courseware
Electronic 1
Publication Date 2018-05-16 00:00:00
Curriculum Library Tableau
Secondary Category IT Management
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