Tableau Fundamentals Training – Implementing Visual Data Analysis Professionally

Seminar Objective
A chart says more than a thousand rows in Excel: This two-day seminar provides a practical introduction to working professionally with Tableau Desktop. Participants will learn how to analyze data efficiently, create essential charts with just a few clicks, build interactive dashboards, and communicate visual insights effectively. The focus is on a solid understanding of aggregations, filtering options, and visualization techniques – always aligned with common best practices and mindful of common pitfalls in effective visual analytics.

Target Audience
This seminar is designed for analysts, controllers, business users, and decision-makers who want to better understand, visualize, and utilize data – all without any programming knowledge.
Also suitable for those switching to Tableau from Excel, Power BI, or other tools.

Content and Methodology

  • Interactive demo sessions by the instructor
  • Hands-on exercises with real-world data
  • Step-by-step guides for independent implementation
  • Exchange of individual use cases

Seminar Materials

  • Digital handouts as PDF
  • Tableau workbook files (TWBX) to take home
  • Cheatsheets on key functions and visualization tips

Duration
2 days

Format
Live online training or on-site in-house seminar

Prerequisites
Basic computer skills

Agenda

Day 1 – Introduction and Visualization

  • Introduction, goals, and structure of Tableau
  • Why visual analytics? Best practices in data visualization
  • Overview of the interface and data workflow
  • Understanding granularity vs. aggregation (green vs. blue “pills”)
  • Filters, sorting, and interactive controls
  • Using common chart types effectively
  • Practical exercise: First visualizations – from raw data to insight

Day 2 – Calculations, Dashboards & Publishing

  • Order of operations and context in calculations and filters
  • Introduction to Tableau calculations (calculated fields, LOD expressions)
  • Pitfalls and psychological effects in visualization
  • Building interactive dashboards with guided user navigation
  • Best practices for storytelling and layout
  • Publishing options: Tableau Public, Server, PDF
  • Final project & individual coaching

Technical Requirements
Basic knowledge of Excel or any BI tool is helpful but not mandatory.
What matters most is the willingness to engage with data.
The latest version of Tableau Public (free) should be installed beforehand.