Tableau Training on Tap

If you find that your team are spending too much time collecting and presenting data rather than being empowered, delivering value to the business by supporting decision making using Tableau, we should talk. " We are simply recreating our old reports in Tableau, rather than using its full potential to ask questions and gain insights" is a typical comment we hear form prospective clients.

Tableau Training on Tap



£1,200 per person + VAT

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
Tableau Training on Tap

The course includes the following topics:

Phase 1: DESIGN

  • What is possible
  • How does Tableau deal with data
  • Know your way around
  • Review of Type Conversions
  • Know your way around
  • How do we format charts
  • Dashboard basics – My first Dashboard
  • 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
  • Brainstorm and assess possible priorities
  • Pitfalls to avoid
  • Gather requirements

Phase 2: DEVELOP

  • 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
  • Relationships
  • 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
  • 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: DELIVER

  • 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
  • Design
    • Best Practices & Resources
    • Wireframe templates
  • Questions
  • Process
  • Start building and testing
  • What is Tableau Server
  • Publishing & permissions
  • How can your users engage with content
  • The Tableau ecosystem
  • Review your progress
  • Your next steps

This training course includes over 60 hands-on exercises and quizzes to help participants “learn by doing” and to assist group discussions around real-life use cases. Each attendee receives a login to our extensive training portal which covers the theory, practical applications and use cases, exercises, solutions and quizzes in both written and video format.

Students must use their own laptop with an active version of Tableau Desktop 2018.2 (or later) pre-installed.


Coronavirus Update (COVID-19)

Our Cancellation policy and commitment to our customers

In these uncertain times we would like to provide our clients with assurance that we will limit the impact of the above upon your training as much as possible.
As has always been our policy, should you need to cancel your attendance on one of our courses then we will let you attend the next one at your earliest convenience, with no additional cost.
We are currently providing our training courses live online. If this is of interest, please do get in contact.

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