Class Details
Tableau Course: Level 1A
Course summary
In this introductory Tableau course, you will learn the basics of how to analyse data, create charts and tell stories. Turn your data into actionable insights with Tableau’s data management, visualisation, interactive dashboard and online sharing capabilities. Tableau enables you to perform essential tasks for many of today’s research, analysis and business intelligence jobs.
This instructor-led course will build your skills in analysing data through the use of Tableau charts and Tableau data functions, so that you will have the confidence to immediately apply this learning in your own workplace. This is achieved through hands-on exercises that will give you the practical steps needed for using Tableau, with confidence.
This course will build your skills in creating stylish visualisations and dashboards that can be used to explain complexity with clarity. In so doing, you will learn how effective data storytelling can be used to improve business decision-making.
After completing this course, we encourage you to proceed with Tableau Course: Level 1B.
Please use the CCE Tableau self-assessment tool if you are unsure which course level to enrol in.
Aims
The course aims to build your skills in:
- performing basic functions in Tableau
- connecting to data sources, importing data into Tableau and saving Tableau files
- managing, sorting and grouping data
- filtering data in views
- creating maps, dashboards, visualisations and stories
- saving and sharing data sources and workbooks.
Learning outcomes
By the end of this course, you should be able to:
- prepare and clean data so that Tableau displays the best answers to your questions
- analyse data using Tableau data functions
- build effective visualisations and dashboards in Tableau
- share dashboards and visualisations for telling a story
- tell stories with data to aid decision-making.
Content
Downloading Tableau
- Tableau Public
- Tableau licensed versions
Connecting Tableau to data files
- Excel
- CSV
- Other file formats
Tableau worksheets
- Understanding the Tableau workspace
- An overview of the worksheet
- Meaning of icons
Tableau Data Properties
- How to define the data type in Tableau
- Data properties and data fields
- Change data type for a data field (number, date, string, Boolean, etc.)
- Manage data properties (dimensions, measures)
- Manage data fields (discrete, continuous)
Tableau Data Commands
- Filtering
- Sorting
- Grouping
- Hierarchies
Tableau Chart functions
- How to create a basic chart
- Line chart
- Bar chart
- Scatter Plots
- Pie Charts
- Effective Use of Titles and Captions
Tableau Data Analysis
- Basic arithmetic calculations with Tableau
- Working with Statistics and Trend lines
Creating visualisations and story-telling with Tableau
- Creating visualisations with data sets provided
- Building a Dashboard
Saving and sharing data
- Share Workbooks for Collaboration
- Save and Publish Data Sources
Who this course is for
This course is designed for the beginner Tableau user. It will help you understand and use the basic techniques within Tableau for creating visualisations. This is a slower-paced class for users who need time to grasp the fundamental concepts relating to use of Tableau.
Prerequisites
It is assumed you have data literacy knowledge to the level of performing basic data analysis tasks in Microsoft Excel.
Delivery modes
- Face-to-face, presenter-taught training using your own device
- Online training via the platform Zoom
Materials
Training materials, including a mixture of step-by-step instructions and exercises are provided electronically using Dropbox. These materials will serve as a useful reference when working with Tableau in the future.
What you need to do before the course
To participate in this course, you will need Tableau installed on your device. It can be downloaded free of charge from Tableau Public.
Face-to-face classes
Please bring your own laptop with all required software pre-installed.
Online classes
For the best experience, we recommend using a computer with a large monitor or dual screens/devices. Small laptop screens can make it difficult to follow the facilitator’s display while working in the software.
Sessions
Location
Face-to-face (CCE Building, Sydney)
Public transport
As bus and train timetables regularly change, we suggest you visit the Transport for NSW trip planner before you set out.
The nearest train stations are Newtown Station and Macdonaldtown Station. Macdonaldtown Station is closer by distance than Newtown Station, however trains do not stop as frequently as at Newtown Station.
Other information
Parking
Nearby parking is available at Wilson Parking - RPA Medical Centre Car Park (entry via Elizabeth Street off Carillon Avenue).
A Flexi Saver Rate is available but must be booked in advance online and includes the booking fee. Bookings can be made via the Wilson website or by downloading the Wilson Parking App. Otherwise, hourly parking rates will apply, as advertised on the Wilson Parking website.
Meet the facilitators
John Le Mesurier
John brings a wealth of business, management, IT, consultancy and training experience to many of the professional development courses on offer at CCE. This experience has included senior corporate and general management roles in American, British and Chinese multinationals, as well as consultancies for several leading UK and Irish management firms. His consulting projects have covered advanced practice studies in leadership, sales & customer service processes, strategic sourcing, human resource models and organisational issues. These projects have been undertaken in North & South America, Europe and China. His international client list includes Procter & Gamble, Red Bull, Johnson & Johnson, SC Johnson, Eli Lilly, Roche, Mitsubishi, Vodafone/ Hutchison Telecoms, Danone, Heineken, BOC/ Linde, Boehringer Ingelheim, British Government and Qantas. John also works for an Australian consulting firm, Newfocus, conducting projects in the government and Not-For-Profit sectors. John has been involved in projects at PwC and Macquarie University.
John is currently undertaking a M. Phil/ PhD and holds a Master of Business Administration (with Distinction), Bachelor of Arts (with Distinction), majors in Psychology and Statistics, sub-majors in Accounting and Economics; Diplomas in Management, Change Management, Risk Management, Project Management; Digital Badge in Advanced Analytics, Graduate Certificate in Learning & Teaching, and Certificate IVs in Competitive Manufacturing (Lean) and Training and Assessment. John has been awarded the highest qualification by The Australian Research Society, namely Qualified Professional Researcher. John is an accredited Sydney Lifeline counsellor, where he also trained counsellors for more than 20 years.
John has lectured in Bachelor of Business at Torrens University, Master of Business Analytics at Kaplan Business School and Master of Community Development offered through Southern Cross University (SCBIT Sydney campus). John has been an Executive Coach at UNSW, where he has also been a guest lecturer in marketing and change management. He has taught 1st year statistics at UTS (Insearch) and Macquarie University (Navitas) and delivered IT training in corporate settings for 30 years.
