Tableau Fundamentals

Tableau Fundamentals course overview

This course provides step-by-step instructions on how to build stunning, interactive visuals in Tableau, before publishing them as part of dashboards in Tableau Public. You’ll learn techniques that help you prep and manipulate your data, before creating calculations that help deliver business insights.

At the end of each chapter, you’ll apply the skills you’ve learned to hands-on examples using alternative scenarios. We also provide a fresh dataset for the final assessment, giving you yet another dataset on which to test your skills.

By the end of the course you’ll be able to create interactive dashboards in Tableau that will deliver powerful and meaningful data backed stories. You’ll be proficient in the basics of Tableau Public, and you’ll have a few tricks up your sleeve to create visuals, and dashboards that impress.

Tableau Fundamentals learning objectives

Upon completing this course, you will be able to:

• Import, transform, and combine data from different tables to create a Tableau dataset.

• Use basic and table calculations to turn source data into meaningful metrics.

• Create the most common and popular visuals, along with a variety of interactive features such as slicers and timelines.

• Give users options of which metrics to see, or which to highlight in a given visual.

• Create stunning, insightful and interactive dashboards using multiple visuals.

• Use simple tricks like collapsible containers to give your dashboards a professional edge.

Who should take this course?

This Tableau course is perfect for professionals who have a solid understanding of data analysis and want to expand their skillset to include Tableau’s world leading visualizations. This course is designed to equip anyone who desires to begin a career in business analysis—or other roles that requires displaying and analyzing data sets—with a fundamental knowledge of this core tool. 

Tableau Fundamentals is a required course of CFI’s BIDA™ program

This Tableau Fundamentals course is part of CFI’s upcoming Business Intelligence & Data Analyst (BIDA)™ Program. This program will cover all the basic, intermediate, and advanced topics about business intelligence, and data analysis. The program will also include a number of case studies to allow students to practice skills and tasks on sample data. This program will teach you quantitative methods used in the finance and capital markets industry. It is ideal for students who want to learn how to analyze complex data. The program is completely online so you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the BIDA™ program are Business Intelligence, Asset Management, Data Analyst, Quantitative Analyst, and other finance careers.

Students can sign up for updates and reserve a spot in the Business Intelligence & Data Analyst (BIDA)™ Program on the student dashboard.