Data Visualization using Tableau Training Course

This course equips participants with practical skills to connect, analyze, and visualize data using Tableau. It focuses on data connections, calculated fields, charts, dashboards, storytelling, and publishing insights for decision-making.

Target Groups

• Data analysts and business intelligence officers
• Monitoring and evaluation and research officers
• Finance and operations analysts
• Managers who use data for decisions
• Marketing and sales analysts
• Government and NGO reporting staff
• Managers and supervisors seeking to strengthen organizational practice in this field
• Consultants and professionals supporting related organizations

Course Objectives

By the end of this course, participants will be able to:

• Navigate the Tableau interface and workflow
• Connect to and prepare data from multiple sources
• Build core chart types and maps
• Create calculated fields, parameters, and sets
• Apply table calculations and level-of-detail expressions
• Design interactive dashboards
• Use filters, actions, and highlighting
• Apply visualization best practices and storytelling
• Publish and share workbooks and dashboards
• Troubleshoot performance and data issues

Course Modules

Module 1: Introduction to Tableau and Data Visualization

• Tableau products
• Interface overview
• Visualization principles
• Dimensions and measures
• Workflow from data to insight

Module 2: Connecting and Preparing Data

• Connecting to files and databases
• Joins, unions, and blends
• Data interpreter and cleaning
• Extracts versus live
• Data types and hierarchies

Module 3: Building Core Visualizations

• Bar, line, and area charts
• Scatter plots and histograms
• Pie, treemap, and heat maps
• Marks card and formatting
• Sorting and grouping

Module 4: Maps and Geographic Analysis

• Geographic roles
• Filled and symbol maps
• Custom geocoding
• Map layers
• Spatial insights

Module 5: Calculations and Parameters

• Calculated fields
• Logical and string functions
• Date functions
• Parameters
• Sets and groups

Module 6: Table Calculations and LOD Expressions

• Quick table calculations
• Running totals and percent of total
• FIXED, INCLUDE, and EXCLUDE
• Ranking
• Cohort analysis

Module 7: Dashboard Design

• Layout containers
• Interactivity and actions
• Filters and highlights
• Device layouts
• Design best practice

Module 8: Storytelling and Communication

• Story points
• Choosing the right visual
• Annotations
• Narrative structure
• Accessibility

Module 9: Publishing, Sharing, and Performance

• Tableau Public, Server, and Cloud
• Publishing workbooks
• Permissions
• Performance tuning
• Maintenance

Module 10: Practical Exercises and Capstone Project

• Connecting and preparing a sample dataset
• Building a series of visualizations
• Creating calculations and parameters
• Designing an interactive dashboard
• Publishing and presenting a data story