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Tableau training

Effective data analysis and visualisation in a single day!

Who do we organise the training for?

We direct our training to people for whom data analysis is an important aspect of work. Do you work in sales, marketing, finance, analysis or maybe in IT? If your competences include keeping statistics, preparing analyses or presenting data, the training is for you.

What will you learn?

  • Connecting data from various sources and importing it to Tableau or working on-line
  • Effective data visualisation methods
  • Data presentation on geographical maps
  • Grouping, sorting and creating dynamic filters
  • Creating tabular reports with conditional formatting
  • Basic calculations
  • Using parameters in calculations
  • Designing interactive dashboards
  • Working with statistical functions



Tableau training agenda

Show the training agenda


  1. Introduction to Tableau self-service BI and data discovery methodologies.
  2. Becoming familiar with the intended use of products: Tableau Desktop, Tableau Reader, Tableau Server, Tableau Online and Tableau Public.
  3. A quick overview of functionalities that will be practised during training.

Connecting data to the Tableau and importing it

  1. Work in Live mode.
  2. Work with extracts, incremental refreshing, aggregated extracts, optimisation.
  3. Working with excel (Excel Data Interpreter) and csv files.
  4. Integration of data from various sources using cross database joins.
  5. Working with the metadata layer.

Visualisations in Tableau and practical examples of their applications

  1. Understanding the Tableau interface.
  2. Introduction to the effective data visualisation methodology.
  3. Practical exercises for using various types of charts for the most effective data analysis.
  4. Formatting visualisation.

Making reports in a tabular format

  1. Designing a PivotTable View Layout.
  2. Conditional formatting.

Sorting, grouping and data filtering.

  1. Basic and advanced use of filters (Top N, formulas).
  2. Using grouping functionality.
  3. Creating data sets and using them in calculations.

Calculations in Tableau

  1. Source level calculations.
  2. Calculations on aggregates.
  3. Tabular calculations.

Applications of parameters

  1. Formatting parameters.
  2. Using parameters in calculations.
  3. Using parameters in filters.
  4. Using parameters for the selection of measures.

Working with geographic maps

  1. Basics of map design.
  2. Integration with map services (WMS, MapBox).
  3. Own definitions of geographic hierarchies (custom geocoding).

Methods of designing dashboards and Stories

  1. Dashboard design, arrangement of elements.
  2. Defining the interaction between dashboard elements using actions.
  3. Adapting the dashboard format to various formats: desktop, tablet, mobile phone.
  4. Effective data presentation methods.

Data Blending, i.e. many data sources on one visualisation

  1. Combining data at different levels of aggregation.
  2. Calculations and their interpretation at many data sources.
  3. Practical examples of applications.

Statistics in Tableau

  1. Trend lines.
  2. Medians, quartiles.
  3. Forecasting.
  4. Cluster analysis.