Tableau Level 1

Learning Method: Instructor-led Classroom Learning Duration: 2.00 Day

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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.

Who Should Attend:

This course is designed for professionals in a variety of job roles who are currently using desktop (Excel) 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.

At Course Completion:

Upon successful completion of this course, students will be able to:

  • 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®. You can obtain this level of skills and knowledge by taking the following courses:

  • Microsoft® Office Excel® 2016: Level 1
  • Microsoft® Office Excel® 2016: Level 2

Course Outline:

Lesson 1: Tableau Fundamentals

  • Overview of Tableau
  • Navigate the Tableau Interface and Configure Settings

 Lesson 2: Connecting to and Preparing Data

  • Connect to Data
  • Prepare Data for Analysis
  • Save Workbook Files

Lesson 3: Exploring Data

  • Create a View
  • Customize Data in Visualizations

Lesson 4: Managing, Sorting, and Grouping Data

  • Adjust Fields
  • Sort Data
  • Group Data

Lesson 5: Saving and Sharing Data

  • Save and Publish Data Sources
  • Share Workbooks for Collaboration

Lesson 6: Filtering Data

  • Configure Worksheet Filters
  • Apply Advanced Filter Options
  • Create Interactive Filters

Lesson 7: Customizing Visualizations

  • Format and Annotate Views
  • Highlight Data
  • Create Advanced Visualizations

Lesson 8: Creating Maps, Dashboards, and Stories

  • Create Maps
  • Create Dashboards
  • Create Stories
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