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Tableau – a new perspective on working with data, analysing and visualising data

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Confident Tableau workflow - You will navigate the Tableau interface with confidence, find key options faster, and build analyses more efficiently without guessing where the most important features are.

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Connecting multiple data sources - You will learn how to connect data from Access, Excel, and CSV files, so you can prepare your own analysis workspace without relying on additional technical support.

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Organizing and filtering data - You will master filtering, sorting, and grouping, which will help you spot the most relevant information faster, structure results clearly, and prepare useful data views.

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Creating effective visuals - You will learn when to use line, bar, and scatter charts, so you can present data in a way that is clear, accurate, and easy for business stakeholders to understand.

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Building dashboards - You will build dashboards on your own, add report actions, and prepare them for sharing, allowing you to present results in one consistent and practical analytical view.

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Practical calculations - You will create calculated fields, table calculations, and aggregate-based calculations, enabling you to enrich reports with custom metrics and more precise analysis logic.

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Statistical insight in reports - You will use medians, quartiles, trend lines, and forecasts to go beyond historical reporting, interpret results more accurately, and support decisions with analytical context.

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Parameters and interactivity - You will learn to use parameters in calculations and filters, along with formatting options, so you can build more flexible reports tailored to different user needs.

Training programme

1. Introduction to Tableau

  • functions,
  • application. 

2. Tableau – introduction

  • discussion of the user interface,
  • connecting to data: Access, Excel, csv,
  • hierarchies and drill-downs.

3. Basic functions

  • filtering,
  • sorting,
  • grouping.

4. Pivot Tables in Tableau

  • creation,
  • editing.

5. Data visualizations

  • line chart,
  • bar chart,
  • scatter plot,
  • good practices of visualization.

6. Creating dashboards

  • structure,
  • actions on reports,
  • sharing dashboards.

7. Calculations

  • tabular,
  • calculated fields,
  • on aggregates.

7. Statistics in Tableau

  • median,
  • quartiles,
  • trend line,
  • forecasts.

9. Parameters

  • formatting,
  • parameters in calculations,
  • parameters in filters.

10. Training summary

What are the prerequisites for participating in the training?

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Basic computer skills - You should be comfortable using a computer, opening applications, saving files, and navigating the system so you can focus on analysis instead of basic technical tasks.

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Basic data understanding - You should understand what rows, columns, and headers are and be able to work with a simple data table, as this will make analysis building much easier for you.

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Spreadsheet familiarity - You should know the basics of Excel or a similar spreadsheet tool, including opening files and reading tables, so working with training data will feel natural to you.

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Intro to business analysis - You should understand basic analytical terms such as filter, aggregation, and metric, so you can turn data into practical conclusions and business questions more quickly.