Introduction
Welcome to the course
()
What you should know before starting
()
1. Understanding Tableau Concepts
Tableau workspace tour: Panes, shelves, and Show Me basics
()
Tableau dimensions vs. measures explained for beginners
()
How aggregation works in Tableau: Control default sums
()
Saving Tableau workbooks: TWB vs. TWBX file types explained
()
2. Connecting to Data
Connect to Excel and text files in Tableau
()
Connect Tableau to databases and cloud data sources
()
Tableau live connections vs extracts: When to use each
()
Create and refresh Tableau extracts
()
Connect to published data sources in Tableau: Step by step
()
Replace a data source in Tableau
()
3. The Data Model: Relationships, Joins, and Unions
Understanding the Tableau data model
()
Create relationships in Tableau
()
Create joins in Tableau
()
Create unions in Tableau
()
Multifact relationships in Tableau
()
Using data blends in Tableau to combine sources
()
4. Managing Data Properties
Rename fields and assign aliases
()
Change data types and default properties
()
Set default properties
()
Assign geographic roles
()
Organize fields into folders and hierarchies
()
5. Building Visualisations
Build a bar chart in Tableau
()
Build line and area charts in Tableau
()
Build scatter plots in Tableau
()
Build pie charts in Tableau
()
Build treemaps in Tableau
()
Dual axis and combo charts in Tableau
()
Build a highlight table in Tableau
()
Build a histogram in Tableau
()
Build Gantt charts in Tableau
()
Build a box plot in Tableau
()
Build Sankey charts in Tableau
()
6. Organising Data: Groups, Sets, and Hierarchies
Creating and editing groups in Tableau
()
Creating and combining sets in Tableau
()
Creating and managing hierarchies in Tableau
()
7. Sorting and Filtering
Sorting data in Tableau
()
Tableau dimensional filters
()
Filtering values and dates in Tableau
()
Tableau context filters
()
Apply Tableau filters across sheets and data sources
()
8. Calculated Fields
Tableau calculations: Row-level vs. aggregate
()
String calculations in Tableau
()
Tableau date functions
()
Logical and Boolean expressions in Tableau
()
Aggregate functions in Tableau
()
Type conversions in Tableau
()
9. Table Calculations
Understanding table calculations in Tableau
()
Tableau running totals and moving averages
()
Understanding Tableau window functions
()
Tableau INDEX and RANK functions
()
10. Level of Detail Expressions
Fixed Level of Detail (LOD) calculations in Tableau
()
Tableau INCLUDE function for LODs
()
Tableau EXCLUDE LOD function
()
Nested LODs in Tableau
()
11. Parameters for Interactivity
Create parameters in Tableau
()
Using parameters in Tableau
()
Parameter actions in Tableau
()
What-if analysis in Tableau
()
12. Mapping Geographic Data
Build a symbol map in Tableau
()
Create a filled map (choropleth) in Tableau
()
Create a density map in Tableau
()
Tableau map layers
()
Sync Tableau maps with viewport parameters
()
13. Building Interactive Dashboards and Formatting
Create a Tableau dashboard
()
Build Tableau dashboards with layout containers
()
Format a Tableau dashboard
()
Custom fonts and themes in Tableau
()
Tableau dashboard actions: Filter, highlight, and menu
()
Add parameter and create interactive selector
()
Tableau set actions
()
Tableau dashboard navigation buttons
()
Design Tableau dashboards for different devices
()
14. Tableau AI: Using Tableau Agent
Tableau web authoring and enabling Tableau AI features
()
Introduction to Tableau Agent
()
Generate Tableau calculations with AI
()
Using AI for Tableau metadata: Descriptions and data guides
()
15. Publishing and Working in Tableau Cloud and Server
Publish a Tableau workbook to Tableau Cloud or Server
()
Schedule an extract refresh in Tableau Cloud and Server
()
Create alerts and subscriptions in Tableau Cloud and Server
()
Save and share custom views in Tableau dashboards
()
16. Final Portfolio Project
Final Tableau project: Setting the stage
()
Conclusion
Additional resources and next steps
()
Ex_Files_Tableau_EssT_2026.zip
(79.8 MB)