Tableau Data Analyst and Specialist Desktop Certification

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Skill Level


course Duration



Eng & Esp


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Do you already use reporting software such as Access, SSRS or WebI? Or is this your first reporting software tool? Either way, welcome.

In this course, learn the skills that Tableau want you to know, and add another tool to your CV, and even go for either of the first two official Tableau certifications.

Tableau is one of the most requested reporting tools that are requested in the job market, and the ability to being able to use it now could be very useful for your current work, and your next job hunt.

The course will take around a little more than 14 hours to complete, but completing this will enable you to create vizzes, dashboards and stories of your own, and know how to overcome common problems.

The course increases in difficulty slowly, so you’ll create for instance a basic bar chart, then turn it into a stacked bar chart, and adding coloring and information through tooltips and labels, step by step.

The course is fairly relaxed – there will be a few “wrong turns”, so you can see what problems might arise, but every lesson works towards an end goal at a relatively slow pace, so you can follow on your own computer easily. I assume that you know how to use a computer, including installing programs, but the actual analysis will be at a basic level, and I’ll introduce every component as we go on.

At the end of the course, you can download a certificate of completion, so you can show everyone your new-found skills, prepare for the official Tableau certifications, and be able to start creating analyses for yourselves.

The course is recorded on a combination of Tableau 2018 to 2021, but most of it will also work on Tableau 10 and Tableau 9.

Completing this course will help you:

  • Download for free and install and run the full version of Tableau Public, the BI and analysis software.
  • Be able to create analyses, such as line charts, stacked bar charts, or geographic analyses using maps.
  • You will also be able to show an overview using dashboards, and tell a story using storyboards.
  • You will be able to format numbers and dates, and add labels, tooltips and animation.
  • You can also become used to more advanced features, such as Calculated Fields, Parameters and Hierarchies.
  • By the end of the course, you will, with some experience, have the knowledge to take (and pass) the official Tableau certifications.

Who is the course for?

This reporting course is meant for anyone who has no prior experience of Tableau. It’s also for you if you have used it, but never designed a report.

It’s great if you have created analyses in other reporting tools, such as Microsoft Access, WebI, SSRS or Yellowfin, but it not essential. If you have, then it will be another string to your bow.

No prior experience in reporting tools is required.

This course is probably not for you if you always know how to use Tableau and know how to create reports, although we will be looking at some more advanced topics.

Learning Path

Level 1: Creating our first visualizations

  • User Interface – Data Source page, sheets tabs and status bar
  • User Interface – Side Bar, Shelves and Card
  • Dimensions v Measures, and Introducing Date Hierarchies
  • Explain the difference between Discrete and Continuous fields
  • Changing the aggregation, both for a single viz, or changing default aggregation
  • More about aggregations
  • Publishing your viz
  • Exporting as PowerPoint
  • Share as image, PDF and PowerPoint presentation
  • Error saving to Tableau Public

Level 2: Expanding our Vizzes

Developing the Marks card

  • Organising fields
  • Show Me!
  • Adding colors
  • Discrete and continuous colors
  • Tooltips
  • Size button

The Filter and Pages shelves, Labels and Annotations

  • Scatter plots
  • Data Highlighter
  • Filters and Pages card
  • Viz animations
  • Mark labels
  • Annotations

Level 3: Dashboards

  • Pre-designing the layout
  • Fine-tuning layout
  • Device Layout and Device Designer
  • Dashboard filters
  • Dashboard actions
  • Drill down reports
  • Buttons/Navigation and Export objects
  • Stories

Level 4: Maps and Organizing and simplifying data


  • Navigate maps
  • Density maps
  • Map layering
  • Geographic search

Organizing and simplifying data

  • Hierarchies
  • Filters
  • Sort data
  • Build groups
  • Build sets

Level 5: Field and Chart Types

Field and Chart Types

  • Vizzes in tooltips
  • Creating bins
  • Histograms
  • Heat maps
  • Cross tabs
  • Tree maps
  • Combined Axis Charts
  • Dual Axis Charts
  • Scatter plots
  • Motion charts
  • Bar in bar charts

Advanced Field and Chart Types with basic Analytics

  • Instant Analytics
  • Confidence Intervals
  • Reference Lines
  • Reference Bands
  • Reference Distributions
  • Box Plots
  • Bullet Graphs
  • Statistical Summary Card
  • Quick Table Calculations
  • Paretos

Level 6: Calculations

Gantt Bar Chart, calculations, and date Analytics

  • Sparklines
  • Date calculations
  • Arithmetic calculations
  • Trend lines
  • Trend model
  • Forecasting
  • Quick table calculations using dates


  • Relationships
  • Joining tables
  • Aggregation options
  • Logic statements
  • String calculations
  • Date calculations
  • Arithmetic calculations
  • Grand totals and sub-totals
  • Parameters

Level 7: Advanced features

Level of Detail (LOD) calculations


Data connections

  • Calculations in join clauses
  • Union
  • Blending
  • Pivot and Data Interpreter
  • Split

Level 8: Tableau Desktop and Data Flows

More Data Connections

  • Connect to different file types and Tableau Server
  • Pull data from relational databases by using custom SQL queries
  • Create data extracts – differences between live connections and extracts
    Save metadata properties in a .TDS file
  • Understand Shadow extracts

Other Aspects of Tableau Desktop and Tableau Online

  • Printing content and publishing visualization or workbook
  • Create extract filters, connect to .hyper files, and publish a data source
  • Schedule data extract refreshes
  • Create subscriptions
  • Create alerts

Creating, managing, editing and running data flows

What people are saying

“With this course i got certified as a Tableau Desktop Specialist. THANKS Phillip!”
“Adequate knowledge and good understanding I did not have before about Tableau. With this new knowledge and clear understanding of Tableau I truly believe I can now work as a Tableau Developer. ”
“Very informative. I feel that I could teach someone Tableau based upon what I have learned here.”
“Just got my qualified associate certificate yesterday with 91%(75% required to pass). I am a graduate student and have 0 experience with Tableau. But this course gave me an in-depth understanding of Tableau which allows me to be very flexible in ways to solve the questions in the exam. This course is excellent! Thank you, Phillip! ”
“This course has exceed my expectations in all fronts. Very complete, very comprehensive and at the right pace. I like the fact of going into some important details without getting bored or distracted. The pace of talk of demonstrations was perfect for me. It is clearly an outstanding value for money and I truly recommend it to everyone who wants to master Tableau. Well done and thank you. ”

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