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LEXX Live

Tableau Desktop Analyst

Course Overview

This three day course encompasses the skills every analyst needs, from performing ad hoc analysis for data exploration to producing well-designed, interactive dashboards that present data accurately. Participants will learn how to share actionable data insights within their organization and provide business value that enables more informed decision-making. At the completion of this course, participants will be able to:

  • Understand the fundamental concepts of Tableau and how to navigate the Tableau Desktop environment.
  • Learn to connect to various data sources and perform data extraction for efficient analysis.
  • Master the creation of various chart types including scatter plots, pie charts, histograms, and more to visually represent data.
  • Develop skills in data preparation techniques such as creating relationships, joins, unions, and blending data sources.
  • Acquire the ability to perform complex calculations, including calculated fields, aggregate functions, and Level of Detail (LOD) expressions for in-depth data analysis.
  • Gain proficiency in utilizing table calculations to uncover deeper insights from data.
  • Create dynamic visualizations using filters, parameters, groups, hierarchies, and sets to facilitate interactive data exploration.
  • Learn to build geospatial visualizations with maps and perform analytical techniques like adding reference lines, trend lines, and forecasting.
  • Design, build, and refine interactive dashboards and stories that effectively communicate findings and insights.
  • Format and publish dashboards, data sources, and manage Prep Flows and workbooks for distribution and collaboration within your organization.

Schedule

Tableau Desktop Analyst

date
location
price
6/01/26 - 6/03/26 (3 days)
Live Online
Open
$2,495
9/09/26 - 9/11/26 (3 days)
Live Online
Open
$2,495
12/16/26 - 12/18/26 (3 days)
Live Online
Open
$2,495

Course Outline

Module 0: Introduction to Tableau Fundamentals

• Revisit to Tableau basics

Module 1: Connecting to Data and Creating Charts

• Connect to data

• Working with Data Extract

• Introduction to Tableau Desktop

• Compare multiple measure in Views

• Build Scatter Plot, Text Tables, Highlight Tables

• Show breakdowns using Pie Charts and Tree Maps

• Bar-in bar charts and Bullet Graphs to compare measures

• Use Histograms and Box & Whiskers Plots to show distribution

Module 2: Preparing Data

• Create relationships, joins, unions

• Blend multiple data sources

• Perform data transformation in Tableau Prep

• Customizing fields

Module 3: Calculations

• Create calculated fields for deeper analysis

• Work with date, string and type conversion functions

• Work with aggregate functions

• Aggregate dimensions in advanced calculations

• LOD expressions

Module 4: Table Calculations

• Create Quick Table Calculations

• Create custom table calculations

Module 5: Filters, Parameters and Grouping Data

• Create and use filters

• Create Parameters to enable interactivity

• Structure the data

• Create groups, hierarchies and sets

Module 6: Mapping and Analytics

• Build symbol, filled, and density maps.

• Use text tables to analyze data.

• Add totals and subtotals to text tables.

• Use the Analytics pane to add reference lines and bands.

• Analyze data using trend lines.

• Analyze data using forecasts.

Module 7: Dashboards

• Build and refine dashboards

• Create stories with data

• Add interactivity to dashboards

Module 8: Formatting and Publishing

• Format dashboards

• Publish Data sources, Extracts

• Publishing and managing Prep Flows

• Publish and manage workbooks

 

LEXX Live is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints re-garding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

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