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Tableau Desktop Specialist

Course number: CGITDS40

The Tableau training & certification course is curated by Business Intelligence Industry Experts, and it covers in-depth knowledge on Tableau Prep Builder, Tableau Desktop, and Tableau Online. Throughout this online instructor-led Tableau Training, you will be working on real-life industry use cases in retail, entertainment, transportation and life sciences domains.

The Tableau training course is for anyone who works with data regardless of technical or analytical background. Users can create and distribute interactive and shareable dashboards, that depict large volumes of data into easily readable graphs and charts.

This training is designed to help you prepare for the Tableau Desktop Specialist certification examination by providing you rich hands-on training on various Tableau tools. This Tableau certification training is a stepping-stone to your Business Intelligence journey. Throughout this course, you will get an opportunity to work on various Tableau projects.

What you will learn:

This Tableau certification training course is designed to help you become a successful Tableau professional. During this course, our expert instructors will train you to-

  • Gain an understanding on how data can be transformed by cleaning, splitting, pivoting, and merging techniques.
  • Understand how to establish connection with data and perform various data preparation steps for visualizing it.
  • Discover new ways of analyzing data, through various features built in within Tableau.
  • Create personalized, dynamic visualizations through parameters.
  • Develop interactive dashboards using actions.
  • Explore good design practices for dashboards.
  • Learn to publish and share dashboards and manage permissions to your published data.
  • Get an extensive hands-on expertise on various tips and tricks with Tableau.
  • There are no pre-requisites as such for this course. However, prior knowledge of R language and basic concepts related to Data analytics and SQL will be helpful.
Target Audience
  • Business Analysts
  • Data Analysts
  • Project Managers
  • Data Scientists
  • Statisticians and Analysts
  • Business Intelligence Managers

Tableau Desktop Specialist


Tableau Desktop Specialist Exam


Post class completion, students can appear for the Tableau Desktop Specialist exam.

Course Outline
Data Preparation using Tableau Prep

Learning Objective: Get a brief idea on Data Visualization and Tableau Prep Builder tool.

  • Data Visualization
  • Business Intelligence tools
  • Introduction to Tableau
  • Tableau Architecture
  • Tableau Server Architecture VizQL
  • Introduction to Tableau Prep
  • Tableau Prep Builder User Interface
  • Data Preparation techniques using Tableau Prep Builder tool
  • Build a simple data flow using Tableau Prep Builder tool
  • Group and Replace feature using Tableau Prep Builder tool
  • Pivoting data using Tableau Prep Builder tool
  • Aggregate data using Tableau Prep Builder tool
  • Perform Unions and Joins using Tableau Prep Builder tool
Data Connection with Tableau Desktop

Learning Objective: Get a brief idea on Tableau UI components and various ways to establish data connection.

  • Features of Tableau Desktop
  • Types of Connections
  • Joins and Unions
  • Data Blending
  • Tableau Desktop User Interface
  • Basic project: Create a workbook and publish it on Tableau Online
  • Joins using Tableau Desktop
  • Data Blending feature within Tableau
  • Create a Workbook and publish it over Tableau Online
  • Save a workbook in different formats
Basic Visual Analytics

Learning Objective: Understand the importance of Visual Analytics and explore the various charts, features and techniques used for Visualization.

  • Visual Analytics
  • Basic Charts: Bar Chart, Line Chart, and Pie Chart Hierarchies
  • Data Granularity
  • Highlighting Sorting
  • Filtering Grouping Sets
  • Demonstrate Hierarchies, Data Granularity and Highlighting features in Tableau Perform
  • Sorting, Filtering and Grouping techniques in Tableau
  • Sets in Tableau
Calculations in Tableau

Learning Objective: Understand basic calculations such as Numeric, String Manipulation, Date Function, Logical and Aggregate. You will also get introduced to Table Calculations and Level Of Detail (LOD) expressions.

  • Types of Calculations
  • Built-in Functions (Number, String, Date, Logical and Aggregate)
  • Operators and Syntax Conventions
  • Table Calculations
  • Level Of Detail (LOD) Calculations Using R within Tableau for Calculations
  • Demonstrate calculations using Built-in Functions in Tableau
  • Perform Quick Table and Level Of Detail (LOD) calculations in Tableau
  • Installing R and establishing connection with R within Tableau
Advanced Visual Analytics

Learning Objective: Deep dive into Visual Analytics in a more granular manner. It covers various advanced techniques for analysing data that includes Forecasting, Trend Lines, Reference Lines, Clustering, and Parameterized concepts.

  • Parameters
  •  Trend lines
  • Reference lines
  • Forecasting
  • Clustering
  • Demonstrate Parameters in Calculations
  • Perform Data Visualization using Trend lines, Forecasting and Clustering feature in Tableau
  • In-class Project 1- Domain: Media & Entertainment Industry
Level Of Detail (LOD) Expressions in Tableau

Learning Objective: Deep dive into advanced analytical scenarios, using Level Of Detail expressions.

  • Use Case I – Count Customer by Order Use Case II – Profit per Business Day Use Case III – Comparative Sales
  • Use Case IV – Profit Vs Target
  • Use Case V – Finding the second order date Use Case VI – Cohort Analysis
  • Geographic Visualizations in Tableau
  •  Introduction to Geographic Visualizations Manually assigning Geographical Locations Types of Maps
  • Spatial Files, Custom Geocoding, Polygon Maps, Web Map Services
  • Create a Map and assign Geographic locations to the fields
  • Demonstrate how to create a Map from a Spatial file
  • Learn how to create a Filled Map, Symbol Map, and a Density Map
  • Perform Custom Geocoding in Maps
  • Build a Polygon Map
  • Establish connection with the WMS Server
Advanced Charts in Tableau

Learning Objective: Learn to plot various advanced charts in Tableau Desktop.

  • Box and Whisker’s Plot
  • Bullet Chart
  • Bar in Bar Chart
  • Gantt Chart
  • Waterfall Chart
  • Pareto Chart
  • Funnel Chart
  • Bump Chart
  • Step and Jump Lines
  • Word Cloud
  • Donut Chart
Dashboards and Stories

Learning Objective: Build Dashboards and Stories within Tableau.

  • Introduction to Dashboards
  • The Dashboard Interface
  • Dashboard Objects
  • Building a Dashboard
  • Dashboard Layouts and Formatting
  • Interactive Dashboards with actions
  • Designing Dashboards for devices
  • Story Points
  • Demonstrate how to add objects to a Dashboard
  • Build a simple Dashboard (using Layouts and Formatting features)
  • Create Interactive Dashboards using actions
  • Learn to create Dashboard for devices using Device Designer
  •  In-class Project 2- Domain: Retail Industry
Get Industry Ready

Learning Objective: Learn effective ways of designing Dashboards with minimum time investment.

  • Tableau Tips and Tricks
  • Choosing the right type of Chart
  • Format Style
  • Data Visualization best practices
  • Prepare for Tableau Interview
  • Hands-on experience on various tips and tricks with Tableau
  • In-class Industry Grade Major Project-Domain: Transportation Industry
Exploring Tableau Online

Learning Objective: Learn to publish data, interact, modify, and secure the published data on Tableau Online.

  • Publishing Workbooks to Tableau Online
  • Interacting with Content on Tableau Online
  • Data Management through Tableau Catalog
  • AI-Powered features in Tableau Online (Ask Data and Explain Data)
  • Understand Scheduling
  • Managing Permissions on Tableau Online
  • Data Security with Filters in Tableau Online
  • Publishing Workbooks to Tableau Online
  • Interacting with Content on Tableau Online
  • Data security using User-based and Row-level filters
In-Class Project

Learning Objective: Learn to create Tableau reports for various industrial scenarios and publish them on Tableau Online. Learn to manage permissions and secure data using filters.

Project Statement:

You have been recruited as a freelancer for a Retail store that supplies Furniture, Office Supplies and Technology products to customers across Europe. You have been asked to create interactive dashboards which can be used to gain insights into the profits for orders over the years.

Available Formats

Live Online