Tableau Desktop - Part 1

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Course Overview

Drowning in spreadsheets and scattered data, but struggling to find clear answers? Many professionals waste hours searching for insights, only to end up with confusing reports and missed opportunities. Tableau Desktop: Part 1 provides the solution with a hands-on course that empowers you to connect, analyze, and visualize data, transforming chaos into compelling dashboards and actionable insights—no coding required.

With over 90% of the world’s data created in just the last two years, the ability to turn raw information into meaningful insights has become a critical skill. Tableau is the industry-leading platform for intuitive data analysis and visualization, trusted by organizations worldwide. In this course, you’ll learn how to build interactive dashboards, create dynamic reports, and tell clear data-driven stories that inform smarter decisions. Whether you’re new to data visualization or preparing for Tableau certification, you’ll leave with the skills to make a measurable impact.

Who Should Attend

This course is ideal for anyone who works with data and wants to communicate insights more effectively, including:

  • Professionals who use desktop or web-based data-management tools for numerical or general data analysis
  • Individuals responsible for capturing and reporting on data to peers, executives, or clients
  • Those who need to create data visualizations for reports or explain data analysis through visuals
  • Anyone aiming to communicate complex findings clearly through interactive dashboards and stories
  • Students or professionals planning to earn the Tableau Desktop Specialist certification (by passing the Tableau Desktop Specialist exam)
  • Those preparing for the Tableau Certified Data Analyst certification (by passing the Tableau Certified Data Analyst exam)

Course Objectives

    This course equips you with the essential Tableau skills to analyze data, build dashboards, and prepare for the Tableau Desktop Specialist certification exam.

    You will learn to:

    • Navigate Tableau and configure core functions with confidence
    • Connect to data sources, prepare data, and manage fields effectively
    • Create and customize impactful visualizations and dashboards
    • Apply filters, groups, and annotations to highlight key insights
    • Build the knowledge needed to succeed on the Tableau Desktop Specialist exam

Course Outline

Lesson 1: Tableau Fundamentals

  • Overview of Tableau
  • Navigate the Tableau Desktop Interface

Lesson 2: Connecting to and Preparing Data

  • Connect to Data
  • Save Workbook and Extract Files
  • Build a Data Model
  • Prepare Data for Analysis

Lesson 3: Exploring Data with Views and Visualizations

  • Create Views and Visualizations
  • Edit Visualizations to Support Data Analysis
  • Create and Use Hierarchies
  • Perform Quick Table Calculations

Lesson 4: Managing, Sorting, and Grouping Data

  • Manage Fields
  • Sort Data
  • Group Data

Lesson 5: Saving, Publishing, and Sharing Data

  • Save Data Sources
  • Publish Data Sources
  • Share and Publish Workbooks

Lesson 6: Filtering Data

  • Configure Basic Filters
  • Configure Advanced Filter Options
  • Create Interactive Filters

Lesson 7: Customizing Visualizations

  • Format and Annotate Views
  • Emphasize Data in Visualizations
  • Create Animated Workbooks
  • Apply Best Practices for Visual Design

Lesson 8: Creating and Enhancing Dashboards

  • Create Dashboards
  • Enhance Dashboards with Actions
  • Create Mobile Dashboards

Lesson 9: Creating and Enhancing Stories

  • Create Stories
  • Enhance Stories with Tooltips

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Class Dates & Times

Class times are listed Eastern time

This is a 2-day class

Register for Class

Register When Time Where How
Register 01/15/2026 9:00AM - 5:00PM Online VILT
Register 03/09/2026 9:00AM - 5:00PM Online VILT
Register 05/04/2026 9:00AM - 5:00PM Online VILT
Register 07/09/2026 9:00AM - 5:00PM Online VILT

The classes listed are available to all United Training customers and does not reflect, in any way,
the availability or support of technology within the University of Maine System.