Tableau

This 20-hour program develops practical Tableau skills, from foundational charting through calculated fields, Level of Detail (LOD) expressions, interactive dashboards, and publishing. The course emphasizes visual best p…

Program Overview

Target Audience

Business analysts, data analysts, and reporting professionals who need to build interactive visualizations and dashboards.

Prerequisites

Basic spreadsheet/data literacy. No programming experience required.

Learning Objectives

By the end of this module, participants will be able to:

Connect to, prepare, and visualize data using Tableau
Apply calculated fields, table calculations, and LOD expressions to solve analytical problems
Design interactive dashboards with filters, parameters, and actions
Build geographic visualizations and data-driven stories
Publish and optimize workbooks for sharing across an organization

Detailed Syllabus

Unit 1: Tableau Foundations (3 hrs)

Data visualization concepts and the Tableau product family
Tableau interface and connecting to data
Introduction to Tableau Prep for data preparation

Unit 2: Building Visualizations (4 hrs)

Dimensions, measures, and aggregations
Core chart types: bar, line, pie, scatter
Calculated fields and basic calculations

Unit 3: Advanced Calculations (3 hrs)

Table calculations
Level of Detail (LOD) expressions: FIXED, INCLUDE, EXCLUDE

Unit 4: Interactivity & Geographic Analysis (3 hrs)

Filters, parameters, and sets
Maps and geographic visualization

Unit 5: Dashboards & Storytelling (4 hrs)

Dashboard design principles and layout containers
Dashboard actions and interactivity
Advanced chart types (dual-axis, combo charts)
Storytelling with Story Points

Unit 6: Publishing & Optimization (2 hrs)

Publishing to Tableau Server/Public/Cloud
Performance optimization best practices

Unit 7: Capstone Project (1 hr)

End-to-end visualization project build and presentation

Hour-Wise Breakdown (20 Hours)

Hour	Topic	Content Covered	Hands-On Activity
1	Tableau Foundations	Data visualization concepts & Tableau product family	Explore Tableau Public gallery for visualization ideas
2	Tableau Foundations	Tableau interface & connecting to data	Connect Tableau to an Excel/CSV dataset
3	Tableau Foundations	Introduction to Tableau Prep	Clean a raw dataset using Tableau Prep
4	Building Visualizations	Dimensions, measures & aggregations	Build basic aggregated views of sales data
5	Building Visualizations	Core chart types: bar, line, pie, scatter	Create 5 core chart types from one dataset
6	Building Visualizations	Calculated fields & basic calculations	Build 5 calculated fields (margin, growth, ratios)
7	Building Visualizations	Formatting and visual best practices	Refine chart formatting following design guidelines
8	Advanced Calculations	Table calculations	Build running totals and percent-of-total views
9	Advanced Calculations	LOD expressions: FIXED and INCLUDE	Calculate customer-level metrics using FIXED LOD
10	Advanced Calculations	LOD expressions: EXCLUDE and nested LOD	Solve a cohort analysis problem using nested LOD
11	Interactivity	Filters, parameters & sets	Build a parameter-driven what-if analysis view
12	Geographic Analysis	Maps and geographic visualization	Build a regional sales map with custom territories
13	Dashboards	Dashboard design principles & layout containers	Plan and lay out a KPI dashboard
14	Dashboards	Building interactive dashboards	Assemble views into a cohesive dashboard
15	Dashboards	Dashboard actions & interactivity	Add filter and highlight actions between views
16	Advanced Visualization	Advanced chart types: dual-axis, combo charts	Build a dual-axis combo chart for target vs. actual
17	Storytelling	Storytelling with Story Points	Build a 4-point data story from the dashboard
18	Publishing & Optimization	Publishing to Tableau Server/Public/Cloud; performance tips	Publish a workbook and review performance recommendations
19	Capstone Project	Applied project work session	Build an end-to-end analytical dashboard for a business case
20	Capstone Project	Project presentation & wrap-up	Present the dashboard/story and receive feedback

Practical Exercises

Cleaning and reshaping a raw dataset in Tableau Prep
Building calculated fields for margin, growth, and ratio metrics
Solving customer-level and cohort-analysis problems using LOD expressions
Assembling an interactive dashboard with filter and highlight actions
Building a geographic sales map with custom territories

Real-World Projects

Capstone: End-to-end interactive sales/operations analytics dashboard with LOD-based KPIs, geographic analysis, and a guided data story.
Mini-project: Customer cohort retention analysis using LOD expressions.

Assessment Plan

Component	Weight	Description
Formative quizzes (end of each unit)	20%	Short quizzes on calculations, LOD, and visualization concepts
Practical exercises	30%	Hands-on tasks completed during each session
Capstone project	40%	End-to-end dashboard/story build and presentation
Participation & engagement	10%	In-class contribution and peer feedback

Tools Required

Tableau Desktop (trial or licensed) or Tableau Public
Tableau Prep Builder
Sample datasets (provided): sales, customer, and geographic data
Windows or Mac laptop with internet access

Expected Outcomes

Independently build charts, dashboards, and stories in Tableau
Solve complex analytical problems using LOD expressions
Design intuitive, interactive dashboards for business users
Create effective geographic and comparative visualizations
Publish and share governed Tableau content across teams

Full curriculum is for enrolled learners

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