Tableau Training

Our tableau training service is designed to help our clients familiarize with and navigate through the functions and features of the platform. We equip them with the resources and the skills needed to create their dashboards and maintain their Tableau BI solution in the most optimal way possible.

Our Certified trainers will introduce concepts in easily manageable chunks by walking the client through core use cases, explaining approaches, and teaching tips and tricks acquired through nearly 8 years of development experience.



An overall understanding of Tableau, its products and the flow of its design.

Datasource Connections and ETL

Creating for the client a proficiency with all the datasources, limitations, and different ETL capabilities and optimizing their usage by the client.


A walkthrough of different calculations and scenarios, the prerequisites for each of them, and the best practices for the utilization of same.


An explanation of all the different filters and capabilities, including the best practices for making use of them and providing an understanding of their overall usage.


A thorough walkthrough of all the different native charts as well as how to create custom charts, including their pre-requisites and how to implement them correctly.

Dashboards, User Management and Publishing

How to create dashboards centered around storytelling, combined with how to publish them on the server. In addition, we will teach you how to create groups and roles for your users


An overall understanding of Tableau prep, including its uses and best practices


  • Overview
  • Getting Started
  • Navigation
  • File Types
  • Data Types
  • Show Me
  • Data Terminology

Datasource connections and ETL

  • DataSources
  • Data Joining
  • Data Blending
  • Data Relationships
  • Custom SQL
  • Extracting Data


  • Operators
  • Functions
  • Date, Numeric & String Calculations
  • Table Calculations
  • LOD Expressions

Sorting, Filters, Parameters & Actions

  • Tableau custom connector development
  • Sorting
  • Quick Filters
  • Context Filters
  • Conditional Filters
  • Actions
  • Parameters


  • Default Charts
  • Custom Charts
  • Reference lines

Dashboards and Publishing

  • Dashboard build
  • Formatting
  • Publishing Overview and Best Practices
  • User Management


  • Connection Pane
  • Flow Pane
  • Profile Pane
  • Data Grid


Ready to Get Started?

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