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Overview

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. 

Tableau Fundamentals

Subscribe

Level 3

Approx 8h to complete

100% online and self-paced

Subscribe to get access to BIDA and other programs

From $497/year

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What you'll learn

Lesson
Multimedia
Exams
Files
Course Summary

Become a certified Business Intelligence & Data Analyst (BIDA)™ Certification

Tableau Fundamentals is part of the Business Intelligence & Data Analyst (BIDA)™ certification, which includes 17 courses.

Business Intelligence & Data Analyst (BIDA)™ Certification
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist

Path to certification

Prep courses

3 courses from beginner to intermediate level.

01 Optional

Core courses

12 courses from beginner to intermediate level.

02 Required

Elective courses

2 courses in advanced and intermediate levels.

03 Optional

Get certified

Submit your BIDA checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Business Intelligence & Data Analyst (BIDA)™ courses are offered 100% online, allowing you the flexibility to start the Business Intelligence & Data Analyst (BIDA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (17 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (BIDA)™ Certification will be emailed to you.

What our students say

Very explanatory
The course goes so much into detail about explaining the subjects that it gets boring and by this I meant to compliment it because they really give you lot of information to absorb.

Nouer Uz-Zaman

Chileshe
This is an excellent courses very clear and concise. if you want the best start to Tableau clear , consider this. It is worth it.

CHILESHE KELVIN

Way to go
Nice course, good content, extra-ordinary explanation

Bhaskar Nemala

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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