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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

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Level 3

Approx 8h to complete

100% online and self-paced

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What you'll learn

Lesson
Multimedia
Exams
Files
Course Summary

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

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

What our students say

Satisfactory
Satisfactory

CECILIA ATEGO

Tableau makes everything easy
If only coding was as easy as Tableau!

Pule Molise

Great
Great

Rakan Radwan Suliman Aldalabieh

Tableau
I really enjoyed every bit of the course

Valentine Mwai

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
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?
You will have yearly access to the courses as long as you maintain an active subscription. 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?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, 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?
None! 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. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
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.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
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 that 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.
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 to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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