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Tableau® Desktop: Part 1 (Second Edition)

Tableau® Desktop: Part 1 (Second Edition)
Course Description Overview

Course Specifications

Course Number:
Course Length:
2 days
Course Description Overview:

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 advantage.

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 and enhance dashboards in Tableau.
  • Create and enhance stories in Tableau.

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 Tableau Desktop Certified 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 South African Career Campus courses:

  • Microsoft® Excel® for Office 365™/2019: Part 1
  • Microsoft® Excel® for Office 365™/2019: 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® Excel® for Office 365™: Dashboards

Course-specific Technical Requirements Hardware:

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 gigahertz (GHz) 64-bit (x64) processor.
  • 4 gigabytes (GB) of Random Access Memory (RAM).
  • 32 GB available storage space.
  • Monitor capable of a screen resolution of at least 1,024 × 768 pixels, at least a 256-color display, and a video adapter with at least 4 MB of memory.
  • Bootable DVD-ROM or USB drive.
  • Keyboard and mouse or a compatible pointing device.
  • Fast Ethernet (100 Mb/s) adapter or faster and cabling to connect to the classroom network.
  • IP addresses that do not conflict with other portions of your network.
  • Internet access (contact your local network administrator).
  • (Instructor computer only) A display system to project the instructor's computer screen.

Course-specific Technical Requirements Software:
Microsoft® Windows® 10 Microsoft® Excel® for Microsoft® 365/2019 
Microsoft® PowerPoint® for Microsoft® 365/2019 
Adobe® Acrobat® Reader Tableau® Desktop 2020.2 
Tableau® Prep Builder 2020.2 
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 and Configure Tableau

Lesson 2: Connecting to and Preparing Data

Topic A: Connect to Data

Topic B: Build a Data Model

Topic C: Save Workbook Files

Topic D: Prepare Data for Analysis

Lesson 3: Exploring Data

Topic A: Create Views

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, Publishing, and Sharing Data

Topic A: Save Data Sources

Topic B: Publish Data Sources and Visualizations

Topic C: 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: Emphasize Data in Visualizations

Topic C: Create Animated Workbooks

Topic D: Best Practices for Visual Design

Lesson 8: Creating Dashboards in Tableau

Topic A: Create Dashboards

Topic B: Enhance Dashboards with Actions

Topic C: Create Mobile Dashboards

Lesson 9: Creating Stories in Tableau

Topic A: Create Stories

Topic B: Enhance Stories with Tooltips

Appendix A: Tableau Web Authoring and Interaction

Appendix B: Mapping Course Content to the Tableau Desktop Certified Associate Certification Objectives

Appendix C: Mapping Course Content to the Tableau Desktop Specialist Certification Objectives

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Certification reference (where applicable)