Tableau Training on Tap TToT™️ - FAST TRACK
£995 per person plus VAT
Tableau is an intuitive and simple tool to learn. This Tableau training course is a jumpstart to getting report writers and analysts who are self-taught or have no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in three days. Having a quick turnaround from starting to use Tableau, to getting real, actionable insights means that you get a swift return on your investment. At the end of this course, you will be able to communicate insights more effectively, enabling your organisation to make better decisions, quickly.
This accelerated approach is key to getting engagement from within your organisation so everyone can immediately see and feel the impact of the data and insights you create.
Our Tableau Desktop Fast Track course combines all of our Foundation (Fundamentals) and Analyst (Intermediate) content into a 3 day live online course with added access to online bonus content of 3 additional modules. Gathering Requirements, Bring Your Own Data and Engaging Users.
What do you get?
This course is delivered live virtually and has all material provided through our online portal, together with email support and live coaching sessions. The full program includes all of the following elements:
- 3 days of live and interactive instructor-led sessions delivered by an expert Tableau Trainer
- 6 weeks access to our live coaching program delivered by expert Tableau coaches
- 50+ practical exercises to practice what you learn
- 12 months access to video’s that walk you through the theory and exercise solutions
- Practical advice, tools and resources for using Tableau in the real world
- The three additional online modules provide:
- Clarity on the approach to gathering dashboard requirements in a way that can be translated into dashboard designs.
- An agile and iterative development process that delivers products that meet user needs more quickly and effectively.
- An understanding of how end users will interact with dashboards to ensure that designers deliver actionable results.
PHASE 1: DESIGN
MODULE 1: UNDERSTAND TABLEAU
- What is possible
- How does Tableau deal with data
- Know your way around
- Review of Type Conversions
- How do we format charts
- Dashboard basics – My first Dashboard
MODULE 2: TRANSFORM DATA
- Connecting to and setting up data in Tableau
- Modifying data attributes
- How Do I Structure my Data – Groups & Hierarchies, Visual Groups
- How Tableau Deals with Dates – Using Discrete and Continuous Dates, Custom Dates
- How do I create calculated fields and why? – Creating Calculated Fields, Types of calculated fields, Row Level v Aggregations, Aggregating dimensions in calculations, Changing the Level of Detail (LOD) of calculations – What, Why, How
MODULE 3: GATHER REQUIREMENTS(Online Content Only)
- Brainstorm and assess possible priorities
- Pitfalls to avoid
- Gather requirements
PHASE 2: DEVELOP
MODULE 4: CREATE CHARTS
- Charts that Compare Multiple Measures – Measure Names and Measure Values, Shared Axis Charts, Dual Axis Charts, Scatter Plots
- Showing progress over time
- Creating Tables – Creating Tables, Highlight Tables, Heat Maps
- Showing Relational & Proportional Data – Pie Charts, Donut Charts, Tree Maps
- Making things dynamic with parameters
MODULE 5: COMBINE DATA
- Joining Tables – Join Types, Joining tables within the same database, cross database joins, join calculations
- Blending – How to create a blend with common fields, Custom defined Field relationships and mismatched element names, Calculated fields in blended data sources
- Unions – Manual Unions and mismatched columns, Wildcard unions
- Data Extracts – Creating & Editing Data extracts
MODULE 6: ANALYSE INFORMATION
- Table Calculations
- Sets, Reference Lines, Trends and Forecasting
- Answering spatial questions – Mapping, Creating a choropleth (filled) map, Using your own images for spatial analysis, Mapping with spatial files
- Advanced charts
- Bar in Bar charts
- Bullet graphs
- Creating Bins and Histograms
- Creating a Box & Whisker plot
- Viz in Tooltips
PHASE 3: DESIGN
MODULE 7: BUILD DASHBOARDS
- Using the Dashboard Interface
- Device layouts
- Dashboard Actions – Set actions, Parameter actions
- Viz in Tooltips for Dashboards
- Dashboard containers – Horizontal & Vertical containers, Hidden containers
- Navigate between dashboards
- Telling data driven stories
MODULE 8: BRING YOUR OWN DATA
- Best Practices & Resources
- Wireframe templates
- Start building and testing
MODULE 9: EMPOWER STAKEHOLDERS
- What is Tableau Server
- Publishing & permissions
- How can your users engage with content
- The Tableau ecosystem
- Review your progress
- Your next steps
HOW MUCH OF YOUR TIME WILL THIS TAKE?
Delegates are also provided 6 weeks access to our Tableau Coaching. We run Live Q&A sessions from 4pm-5pm on a Monday (Connecting to Data and Calculated Fields), 2pm-3pm Friday (Creating Charts) & 4pm-5pm Friday (Dashboard Design).
The coaching helps delegates to transition from the theory of using Tableau to its practical use. We’d be expecting them to apply the exercises you’ll be doing during the course, onto your own data after the course. In our experience, this is the best way to increase both understanding and long term memory retention.
The live coaching also acts as a troubleshooting platform for any practical issues that delegates need to overcome in the real world.
Delegates also have 12 months access to all of the training material covered in the course in the form of an online portal (this includes theory videos, exercise solution videos, exercise materials and even quizzes). We have a growing LinkedIn community that delegates are encouraged to join and participate in. We regularly post useful blog posts and additional training that will enhance the Tableau journey and understanding.
We help teams using Tableau to transform in the following ways :
- From a disjointed understanding of Tableau – To being familiar with Tableau terminology and capability
- From ad-hoc data uploads and error prone calculations – To reusable data connections and robust metrics
- From disjointed stakeholder questions – To clear and concise requirements that lead to decision making
- From being unsure how difficult Tableau will be to learn – To being able to develop standard charts and tables in Tableau with dynamic reporting capabilities
- From manually combining data for each analytical task – To dynamically combining data from multiple tables for analysis
- From being unsure how to answer analytical questions and what options there are – To being equipped with multiple actionable, dynamic, analytical use cases
- From not knowing Why, When and How to create Dashboards or Story’s – To being able to combine analysis to answer complex questions and tell data driven stories
- From using demo data theory – To Delivering value [Answering questions] on their own data
- From spending lots of time answering colleagues ad-hoc (data) questions – To empowering stakeholders in answering ad-hoc queries and reducing the time to analyse and steer the business