Habanero Data Solutions

Tableau Essentials

Interactive data visualisation
Approved by Habanero Data
next available COURSE:
Duration :
5 Day/s
5 Day/s
₦ 400,000
$ 900

Course Information

Everything you need to know

About this course:
This five day course is designed for the beginner to Tableau user. It is for anyone who works with data regardless of technical or analytical background. This course is designed to help you understand and use the important concepts and techniques in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards. This course will be taught on Tableau Desktop version 2020.2
Come enjoy the motivating atmosphere, learning with your peers while you discover the possibilities of the Tableau.

Audience: Data Analysts, Business Analysts, Developers, Data Managers, Business Intelligence Analysts, IT Administrators, Data Architects

Recommended Prerequisites: None

Course Schedule: 5 Days, 40 Academic Hours

Day 1

Data Visualisation

  • What is Data Visualisation and why should we use it?

What is Tableau?

  • The Tableau Ecosystem

Lets get started with Tableau

  • Overview and a tour of the Tableau interface
  • Connecting to sample data
  • Loading data
  • Understanding “Show Me” Tableau
  • Categorically clear views

Fundamental Topics in Tableau

  • Dimensions & Measures
  • Discrete vs Continuous

Basic views in Tableau

  • Creating Charts in Tableau
  • Tables
  • Text tables
  • Highlight tables
  • Heat maps
  • Bar Charts – five flavours to meet your needs
  • Horizontal bars
  • Stacked bars
  • Side-by-side bars
  • Histogram
  • Bullet graphs
  • Line Charts
  • Dual Axis Charts
  • Combined Axis Chart
  • Lines (continuous)
  • Lines (discrete)
  • Pie Charts
  • Funnel Charts
  • Cross Tabs
  • Measure Name and Measure Values
  • Hands on Practical Sessions

Day 2

Advanced views in Tableau

    • Scatter Plots – explore relationships
    • Circle Plots – go beyond bar charts
    • Circle views
    • Side-by-side circles
    • Maps – great for location data
    • Symbol maps
    • Filled maps
    • Area Charts – track multiple groups over time
    • Area charts (continuous)
    • Area charts (discrete)
    • Dual Charts – compare two measures on two vertical axes
    • Dual lines
    • Dual combination
    • Dual points
    • Gantt Chart – track activity over time
    • Customization of views with Tableau
    • Customize views using the Columns, Rows, Pages and Filters Shelves
    • Enhance your visual appeal with the Marks card
      1. Label
      2. Text
      3. Color
      4. Size
      5. Shape
      6. Level of Detail
  • The Summary Card – handy description of your data
  • Headers and Axes
  • Titles, Captions, Field Labels and Legends
  • Format values in your views
  • Organise the data in your views
  • Sort views for quick comparison
  • Filter views to find the right information
  • Aggregations for measures – sums, averages and more
  • Use percentages to find the right ratios
  • Spotlight your view to emphasize important values
  • Add totals and subtotals
  • Create a motion chart after connecting to a new data source
  • Hands on Practical Sessions

Day 3

Calculations and Models

  • Introduction to Table Calculations
  • Customized Table Calculations using data in your views
  • Reference Lines, Bands and Distributions
  • Model your data with Trend Lines
  • Filters
  • Parameters

Dashboards and Data Stories

  • Introduction to Dashboards
  • Best Practices for Dashboard design
  • Dashboard Design Principles
  • Designing Dashboard for Devices
  • Creating a dashboard layout
  • Changing the layout of the dashboard
  • Create an interactive dashboard using actions (filter, highlight, URL)
  • Data Stories
  • Story Considerations
  • Creating Points in the Story
  • Interactive Story
  • Creating Story with dashboard

Data management in Tableau

  • Data items: names, types, roles, properties, attributes and hierarchies
  • View Data to see the data behind your view
  • Bins to divide numeric data items
  • Group dimensions into categories
  • The power of sets to combine and filter your views

Day 4

Advanced data management in Tableau

  • Calculated Fields, Functions, and Parameters
  • Calculated Fields – power to answer your difficult questions
  • Calculated Field Operators
  • Numeric Functions (Singular)
  • Character Functions (Modify Items)
  • Character Functions (Locate Values in String)
  • Power BI Mobile apps
  • Date Functions
  • Type Conversion Functions
  • Logical Functions (If, Then, Else
  • Aggregate Functions
  • Table Calculation Functions
  • Parameters add additional control for your analysis
  • Hands on Practical Sessions /li>

Data Blending

  • Queries to retrieve the data you need
  • Data blending to use data from multiple sources in one view
  • Extracts to accelerate your data exploration in Tableau

Day 5

Deploy and Publish workbooks

  • Export images to other applications
  • Export data to other applications or back into Tableau
  • Print to PDF – export your views to Adobe Reader format
  • Packaged Workbooks – take Tableau on the road!
  • Tableau Reader – share packaged workbooks with your colleagues
  • Tableau Server – powerful insights for everyone!
  • Tableau Desktop and Tableau Server
  • Tableau Public – share your insights with the world!
  • Hands on Practical Sessions
  • Customer Specific Topics
  • Hyperlink Access
  • Regression Analysis
  • Forecasting
  • P/E Ratio
  • Calculations using Statistical Functions
  • Integration with R model
  • Social Media Analytics (Data from Twitter, Facebook, etc..)
  • Best Practices
  • Performance Tuning / Tipsat Data and Application Level

Tableau Server

  • Publishing Dashboard on Tableau Server
  • Creating Users
  • Creating Project
  • Embedded code / Tool box
  • Hands on Practical Sessions


  • Summary

Our international certified trainers have highly experienced Tableau practitioners who have real-world expertise.

I – Laptops will be provided for all candidates with pre-installed Tableau.

II – Our training venue is based in Lekki, Lagos (Specific venue will be emailed on confirmation of a place on the course).

III – Lunches and refreshments are provided inclusive of the cost. Wi-fi and access to spaces to take private calls are also available.

For more information on our training, please enquire using the form above or call +2348103382376

Timeline and Delivery:
Our training courses are meticulously planned by Habanero Data Solutions and are designed in a manner geared towards maximum of efficiency. Your time is valuable and so is ours, so our goal is best to prepare you while taking up the least amount of your time possible.

Daily training lasts from 9am until 5pm.

Tableau Essentials

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    Tableau Essentials

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    September 26, 2022

    Abuja, Accra, Kigali, Lagos

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    Call our team today on +234 8103382376 or email [email protected]

    We’re here to discuss your needs with a free consultation and to offer guidance on the best route forward for you or your team. We’re proud of our expert data courses and consultancy services, and we’re always happy to talk about them.