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Robert  Davis, Instructor - Tableau 10 Desktop Training

Robert Davis

Business Intelligence consultant with over ten years of experience in government, insurance, manufacturing, healthcare, utilities, higher ed, and other industries. He was trained by the best analytics mentors at Accenture and today, Rob leverages BI tools like Tableau to drive business strategy, revamp customer experience and revolutionize existing operational processes.

Instructor: Robert Davis

Beginner to expert Tableau Desktop training - learn to create visualizations

  • Create visualizations and acquire the valuable skill of story telling by analyzing your data.
  • Gain Tableau Desktop knowledge necessary for successful Tableau workbook design, implementation, and adoption.
  • This class will make you a highly proficient Tableau Analyst.

Duration: 7h 09m

Course Description

This is a truly a step-by-step course that will take you into the incredible world of Tableau Desktop. Even after the first section of our course, you will understand how to connect to data and build within Tableau! Learn by doing! Our training comes with a multiple data sets for you to download and a ton of lessons and exercises that will challenge you to learn in a fun and engaging way. After our introductory section, every module is independent so you can start from wherever you’d like. The more you learn and practice these skills, the better you will get. Feel free to take your time while you master this valuable set of Tableau Desktop skills. This class will make you a highly proficient Tableau Analyst. By the end of this course you will confidently add Tableau Desktop to your CV.

What am I going to get from this course?

Participants will gain Tableau Desktop knowledge necessary for successful Tableau workbook design, implementation, and adoption

Prerequisites and Target Audience

What will students need to know or do before starting this course?

Some basic knowledge of Microsoft Excel

Who should take this course? Who should not?

  • You should take this course if want to learn Tableau Desktop completely from scratch
  • You should take this course if you know some Tableau Desktop skills but want to get better
  • You should take this course if you are good in Tableau and want to take your skills to the next level and truly leverage the full potential of Tableau


Module 1: Introduction

Lecture 1 Data File Download Instructions
Lecture 2 Tableau Software Introduction
Lecture 3 Tableau Desktop Tour

Module 2: Data Preparation

Lecture 4 Live vs Extract Connection
Lecture 5 Data Source Editor
Lecture 6 Pivoting and Splitting Data
Lecture 7 Data Interpreter

Module 3: Data Visualization

Lecture 8 Pivot Tables and Heat Maps
Lecture 9 Highlight Table
Lecture 10 Bar Chart - Aggregate vs Disaggregated Data
Lecture 11 Bar Chart - Bar in Bar
Lecture 12 Bar Chart - Stacked Bar
Lecture 13 Bar Chart - Bullet
Lecture 14 Bar Chart – Combo Chart
Lecture 15 Bar Charts – Histogram
Lecture 16 Line Charts – Single Axis
Lecture 17 Line Charts – Blended Axis
Lecture 18 Line Charts – Dual Axis
Lecture 19 Maps – Filled Map
Lecture 20 Maps – Symbol Map and Map Settings
Lecture 21 Proportional Charts - Pie Charts vs Treemaps
Lecture 22 Proportional Charts - Scatter Plots
Lecture 23 Proportional Charts - Word Cloud
Lecture 24 Charts - Motion Chart

Module 4: Dashboard Design

Lecture 25 Canvas Selection and Adjusting Size
Lecture 26 Tiled vs Floating Objects
Lecture 27 Pixel Perfect Alignment
Lecture 28 Adding Images and Text
Lecture 29 Adding Background Color, Shading, Separator Lines
Lecture 30 Dynamic Chart Titles
Lecture 31 Information Icons

Lecture 32 Exclude Until Clicked
Lecture 33 Creating a Story

Module 5: Managing Your Data - Filters, Sorts, Actions, and Calculations

Lecture 34 Filters – Application and Customization
Lecture 35 Action Filters
Lecture 36 Action Jumps
Lecture 37 Sorting Your Data
Lecture 38 Top and Bottom N Filtering
Lecture 39 Modifying Measure Aggregation Type
Lecture 40 Totals and Sub Totals
Lecture 41 Calculations – String Functions
Lecture 42 Calculations – Basic Arithmetic
Lecture 43 Calculations – Date Functions
Lecture 44 Calculations – Logic Statements
Lecture 45 Table Calculations
Lecture 46 Date Aggregation
Lecture 47 Discrete vs Continuous Measures
Lecture 48 Level of Detail Calculations
Lecture 49 Parameters - Dimension Swapping

Module 6: Grouping Data

Lecture 50 Groups
Lecture 51 Sets
Lecture 52 Hierarchies
Lecture 53 Bins

Module 7: Formatting

Lecture 54 Size
Lecture 55 Updating the axis
Lecture 56 Colors, Borders, and Transparency
Lecture 57 Adding/Removing Chart Lines
Lecture 58 Trend Lines, Forecasting, and Reference Lines
Lecture 59 Mark Labels vs Annotations
Lecture 60 Enabling the Summary Box
Lecture 61 Chart Titles and Captions

Module 8: Advanced Data Preparation

Lecture 62 Using Blends
Lecture 63 Unions

Module 9: Sharing Your Dashboards

Lecture 64 Publishing To PDF
Lecture 65 Exporting to Pivot Tables and Images
Lecture 66 Exporting Packaged Workbooks
Lecture 67 Publishing to Tableau Server

Module 10: What's New!

Lecture 68 Viz in Tooltips
Lecture 69 Tableau Extract Performance Improvement with Hyper!

Module 11: Tableau + R

Lecture 70 Set Up R Server

Step-By-Step Configuration of a brand new R Server. Everything covered in the video is also detailed out below.