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Data Visualization with Tableau: The Ultimate Guide

Master Tableau, create insightful visuals and become a skilled data visualization expert.

Top-Rated 4,863+ Learners

Created By Jeremiah Lobo

  • Expert-Taught Videos

  • Guided Hands-On Exercises

  • Capstone Projects

  • Outcome Focus

  • Auto-Graded Assessments

  • Recall Quizzes

  • Real-Time Insights

    What You Will Learn

    • Learn how to choose the right charts and effectively visualize data insights.
    • Master Tableau from installation to advanced features for data manipulation.
    • Acquire skills to import, clean, and structure data for analysis.
    • Create diverse visualizations for different data types and scenarios.
    • Enhance data exploration with sorting, filtering, and dynamic features.
    • Understand how to share insights via publishing on various platforms.

    KnowledgeHut Edge

    Superior Outcomes

    Focus on skilled-based outcomes with advanced insights from our state-of-the art learning platform.

    Immersive Learning

    Go beyond just videos and learn hands-on with guided exercises, projects, assignments and more.

    World-Class Instructors

    Course instructors and designers from top businesses including Google, Amazon, Twitter and IBM.

    Hands-On with Cloud Labs

    A fully-provisioned developer environment where you can practice your code right in your browser.

    Real-World Learning

    Get an intimate, insider look at leading companies in the field through real-world case studies.

    Industry-Vetted Curriculum

    Curriculum primed for industry relevance and developed with guidance from industry advisory boards.

    Curriculum

    Learning Objectives:

    Upon completion of the training, participants should be able to identify and select appropriate chart types (e.g., bar chart, line chart, pie chart, scatterplot) based on the specific data and analysis requirements to effectively communicate insights through data visualization.

    Topics

    • Tableau Desktop: Download and Install
    • Tableau Public: Download and Install
    • Tableau: Trials and Offers Available for Download
    • What is data visualization?
    • Types of Charts: Bar Chart
    • Types of Charts: Line Chart
    • Types of Charts: Pie Chart
    • Types of Charts: Scatterplot
    • Why data visualization? 
    • What is Tableau? 
    • How to use Tableau? 
    • Why should we use Tableau?
    • Tableau Product Suite: Tableau Desktop
    • Tableau Product Suite: Tableau Public
    • Tableau Product Suite: Tableau Server
    • Tableau Product Suite: Tableau Online
    • Tableau Product Suite: Tableau Reader
    • Tableau Product Suite: Tableau Mobile
    • Tableau File Type: Workbooks (.twb)
    • Tableau File Type: Packaged Workbooks (.twbx)
    • Tableau File Type: Data Source (.tds)
    • Tableau File Type: Packaged Data Source (.tdsx)
    • Tableau File Type: Data Extract (.hyper or .tde) 
    • Tableau File Type: Bookmarks (.tbm)
    • Tableau Interface
    • Overview of Tableau Features

    Learning Objectives:

    At the end of this training, participants should be able to effectively manipulate and utilize Tableau properties, auto-generated fields, data types, aggregation types, and marks cards to create meaningful data visualizations that convey insights from various datasets.

    Topics
    • Tableau Property: Dimension
    • Tableau Property: Measures
    • Auto-Generated Fields: Measure Names
    • Auto-Generated Fields: Measure Values
    • Auto-Generated Fields: Latitude
    • Auto-Generated Fields: Longitude
    • Auto-Generated Fields: Orders Count
    • Data Types: String Values
    • Data Types: Number
    • Data Types: Date Values
    • Data Types: Date and Time Values
    • Data Types: Boolean Values
    • Tableau Property: Discrete Fields
    • Tableau Property: Continuous Fields
    • Tableau Property: Aggregation
    • Aggregation Type: Sum
    • Aggregation Type: Count
    • Tableau Property: Granularity
    • Comparison between Granularity and Aggregation
    • Tableau Property: Marks cards
    • Features of Marks Cards
    • Tableau Show Me: Rebuild Data
    • Tableau Show Me: Rebuild Charts

    Learning Objectives:

    Upon completing this training, participants should be able to efficiently import data from different sources, such as Excel, CSV, PDF, and SQL Server, and effectively navigate and utilize the metadata grid in Tableau to understand and manage the structure of imported datasets.

    Topics

    • Data Import: Excel
    • Data Import: CSV
    • Data Import: PDF
    • Data Import: SQL Server
    • SQL Server: Authentication
    • SQL Server: Extract Views
    • SQL Server: Extract stored procedure
    • Overview of Metadata Grid 

    Learning Objectives:

    Upon completion of this training, participants should be proficient in utilizing Tableau functions such as Data Interpreter, Pivot, Custom Split, Automatic Split, Joins (including Left Join, Inner Join, Right Join, Full Outer Join, and Cross Database Joins), Union, Data Extracts, and Data Source Filters to clean, transform, and combine data from various sources, enabling them to prepare datasets for effective visualization and analysis.

    Topics

    • Data Cleaning
    • Tableau Function: Data Interpreter
    • Tableau Function: Pivot
    • Tableau Function: Custom Split
    • Tableau Function: Automatic Split
    • Tableau Function: Joins
    • Tableau Function: Left Join
    • Tableau Function: Inner Join
    • Tableau Function: Right Join
    • Tableau Function: Full Outer Join
    • Tableau Function: Cross Database Joins
    • Tableau Function: Union
    • Tableau Function: Data Extracts
    • Tableau Function: Data Source Filters

    Learning Objectives:

    At the end of this training, participants should be proficient in creating a wide range of charts and graphs, including crosstabs, text tables, highlight tables, heat maps, column charts, bar charts, stacked column charts, dual axis charts, and blended axis charts in Tableau, using both discrete and continuous data, to effectively represent and visualize data for different analytical needs.

    Topics
    • Charts and Graphs: Creating Crosstabs/Text Tables
    • Charts and Graphs: Creating Crosstab with Multiple Measures
    • Charts and Graphs: Creating Highlight Tables
    • Charts and Graphs: Creating Heat Map
    • Charts and Graphs: Creating Column Chart
    • Charts and Graphs: Creating Bar Chart
    • Charts and Graphs: Creating Stacked Column Chart
    • Charts and Graphs: Creating Stacked Horizontal Bar Chart
    • Charts and Graphs: Creating Bar in Bar Chart
    • Charts and Graphs: Creating Line Chart
    • Charts and Graphs: Creating Line Chart - Discrete and Continuous
    • Charts and Graphs: Creating Dual Axis Charts
    • Charts and Graphs: Creating Blended Axis Charts

    Learning Objectives:

    At the end of this training, participants should be able to effectively select and create a diverse set of visualizations, including scatter plots, pie charts, treemaps, heat maps, packed bubble charts, word clouds, symbol maps, filled maps, histograms, and area charts in Tableau, catering to different data types and business scenarios, to communicate insights and patterns from data visually.

    Topics
    • Charts and Graphs: Scatter Plot
    • Charts and Graphs: Pie Chart
    • Charts and Graphs: Treemaps
    • Charts and Graphs: Heat Maps
    • Charts and Graphs: Packed Bubble Chart
    • Charts and Graphs: Word Cloud
    • Charts and Graphs: Symbol Maps
    • Charts and Graphs: Filled Maps
    • Charts and Graphs: Histograms
    • Charts and Graphs: Area Chart

    Upon completion of this training, participants should be able to proficiently utilize Tableau functions such as sorting, hierarchy creation, grouping, sets, filters, date filters, dependent interactive filters, and tooltip command buttons to manipulate and enhance data visualizations, enabling effective data exploration, analysis, and presentation.

    Topics
    • Tableau Function: Sorting
    • Tableau Function: Hierarchy
    • Tableau Function: Groups
    • Tableau Function: Groups using Label
    • Tableau Function: Sets
    • Tableau Function: Filters
    • Tableau Function: Date Filters
    • Tableau Function: Dependent Interactive Filters
    • Tableau Function: Tooltip Command Buttons

    Learning Objectives:

    After completing this training, participants should be proficient in creating and using calculated fields in Tableau, including string functions, date functions, type conversions, and logical functions (IF_ELSE and CASE_WHEN), to perform data manipulations, aggregations, and conditional logic within Tableau worksheets, and effectively work with grand totals and subtotals in their data visualizations.

    Topics
    • Tableau Basic Calculation: Calculated Fields
    • Tableau Basic Calculation: String Function
    • Tableau Basic Calculation: String Function
    • Tableau Basic Calculation: Date Function
    • Tableau Basic Calculation: Type Conversion
    • Tableau Basic Calculation: Logical Functions IF_ELSE
    • Tableau Basic Calculation: Logical Functions CASE_WHEN
    • Tableau Basic Calculation: Logical Function
    • Tableau Basic Calculation: Grand Totals and Subtotals

    Learning Objectives:

    Upon completion of this training, participants should be proficient in utilizing advanced calculation techniques in Tableau, including Quick Table Calculations, Level of Detail (LOD) expressions (Fixed LOD, Include LOD, and Exclude LOD), and Parameters, to gain a deeper understanding of data relationships, perform complex calculations, and create more advanced and customized data visualizations to address specific analytical challenges.

    Topics
    • Tableau Advanced Calculation: Quick Table Calculations
    • Tableau Advanced Calculation: Level of Detail
    • Tableau Advanced Calculation: Fixed LOD
    • Tableau Advanced Calculation: Include LOD
    • Tableau Advanced Calculation: Exclude LOD
    • Tableau Advanced Calculation: Parameters

    Learning Objectives:

    After completing this training, participants should be able to effectively apply formatting techniques in Tableau, including formatting font styles, alignment, borders, shading, and editing axes for both standard and date-based axes, to enhance the visual appeal and clarity of their data visualizations and dashboards.

    Topics
    • Tableau Formatting: Font
    • Tableau Formatting: Alignment
    • Tableau Formatting: Borders
    • Tableau Formatting: Shading
    • Tableau Formatting: Edit Axes
    • Tableau Formatting: Edit Axes - Date

    Learning Objectives:

    At the end of this training, participants should be proficient in designing and developing interactive Tableau dashboards, utilizing the Tableau dashboard interface, actions, designer, and containers, to create cohesive and insightful data presentations that effectively convey information and facilitate data exploration for end-users.

    Topics
    • Tableau Dashboard: Interface
    • Tableau Dashboard: Actions
    • Tableau Dashboard: Designer
    • Tableau Dashboard: Story
    • Tableau Dashboard: Containers
    • Tableau Dashboard: Design
    • Tableau Dashboard: Development

    Learning Objectives:

    At the end of this training, participants should be proficient in sharing and publishing Tableau workbooks and dashboards, including exporting them in various formats, and publishing to different Tableau platforms, such as Tableau Online, Tableau Server, and Tableau Public, in order to make data-driven insights accessible and shareable with a wider audience.

    Topics
    • Tableau Sharing
    • Tableau Exporting
    • Publish to Tableau Online
    • Publish to Tableau Server
    • Publish to Tableau Public

    Prerequisites

    • Recommended to have basic knowledge of Excel, Tableau, and R.
    • Familiarity with data analysis and visualization using charts and graphs is beneficial.
    • This course caters to learners with varying levels of experience in Excel, Tableau, and R, making it accessible to all.

    What Learners Are Saying

    On-demand course helped me to upskill despite my hectic work schedule. Will be back for more BI courses.

    W
    Will Fisher

    Data Expert

    Really enjoyed self-learning. This course has everything starting from assignments to assessments needed to become a Tableau Expert

    P
    P.R. Arthur

    Data Analyst

    The expert-led on-demand videos helped me to grasp concepts of Data Visualization and Tableau from scratch, at my own pace.

    E
    Edward Miro

    Tableau Expert

    The Data Visualization course is very comprehensive. The on-demand videos are beginner-friendly and cover all important topics. 

    S
    Stuart Fynn

    Python Developer

    Really helpful on-demand videos covering important analytical topics.

    A
    Andrew Casey

    Data Engineer

    How Our Course Compares

    YouTube Videos Online Courses KnowledgeHut

    On-Demand Videos

    Immersive Learning Experience

    Structured Curriculum

    Course Curated by Industry Experts

    Auto-Graded Assessments

    Real-World Projects

    Lifetime Access to Courseware

    Course Advisor

    Jeremiah Lobo
    Jeremiah Lobo

    Sr. BI Consultant, Bank of America

    Jeremiah has been a Data Visualization Lead around the world including at Bank of America and Capgemini, helping the organizations glean rich insights from their data. He brings on board 15+ years of industry experience.

    Course Advisor

    Jeremiah has been a Data Visualization Lead around the world including at Bank of America and Capgemini, helping the organizations glean rich insights from their data. He brings on board 15+ years of industry experience.

    Jeremiah Lobo
    Jeremiah Lobo

    Sr. BI Consultant, Bank of America

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    Frequently Asked Questions

    Yes, you will experience KnowledgeHut's immersive learning in an on-demand format. This will include e-learning material to help you:

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    More than the certificate, however, you will get to showcase your newly acquired skills by working on real-world projects and adding these to your portfolio. KnowledgeHut’s online courses is well-regarded by industry experts, who contribute to our curriculum and use our tech programs to train their own teams.

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