Tableau Fundamentals to Advanced Training Course

This course explores human perception and how to leverage it to deliver the most impactful insights. You will become familiar with design theory, including Gestalt Laws, pre-attentive attributes, and inclusive design principles. You will also understand the similarities and differences between exploratory and explanatory analysis. Through this course, you will discover how to select and effectively use the right chart types for your data. By the end, you will be equipped to implement core design principles in visualisations created using Tableau software.

This instructor-led, live training in New Zealand (available online or on-site) is designed for data scientists and developers who aim to integrate and leverage SQL, Python, and Tableau to carry out advanced data analysis, processing, and visualisation.

By the conclusion of this training, participants will be able to:

• Set up the necessary environment to perform data analysis using SQL, Python, and Tableau.
• Grasp the core concepts of software integration, including data, servers, clients, APIs, and endpoints.
• Refresh their understanding of the fundamentals of Python and SQL.
• Apply data pre-processing techniques using Python.
• Learn how to connect Python and SQL for effective data analysis.
• Create insightful data visualisations and charts using Tableau.

Throughout this course, you will be able to:

This is an introductory Tableau course for users, designed for anyone looking to work with data and intended to help you master the core functions of Tableau.

• Connect to your data sources.
• Edit and save data sources.
• Understand key Tableau terminology.
• Leverage the Tableau interface and paradigm to create impactful visualisations effectively.
• Create basic calculations, including arithmetic operations, custom aggregations and ratios, date calculations, and quick table calculations.
• Represent your data using the following visualisation types:
  • Cross tabs
  • Geographic maps
  • Heat maps
  • Tree maps
  • Pie charts and bar charts
  • Dual-axis and combined charts with different mark types
  • Highlight tables
  • Scatter plots
• Build dashboards to share your visualisations.

This instructor-led, live training in New Zealand (online or on-site) is aimed at beginner-level professionals who wish to use Tableau to create data visualisations and interactive dashboards.

By the end of this training, participants will be able to: connect to data sources, build visualisations, design dashboards, and apply basic data analysis techniques.

By the conclusion of this training, participants will be able to:

This instructor-led, live training in New Zealand (online or on-site) is tailored for data scientists who wish to program in R for use with Tableau.

• Implement Tableau analytics using R.
• Return values to Tableau using machine learning algorithms in R.
• Structure and visualise R functions in Tableau.
• Make data-driven decisions to support business operations.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner to intermediate-level data analysts who want to use Tableau Desktop to transform raw data into meaningful insights through graphical representations such as charts, graphs, maps, and tables.

By the end of this training, participants will be able to:

• Connect to multiple types of data sources (Excel, CSV, databases, cloud-based) and understand the differences between live and extract connections.
• Prepare and clean data for analysis, including renaming fields, handling null values, and combining datasets through joins and blends.
• Create basic visualisations such as tables, bar charts, line charts, and maps, and apply filters to refine data presentations.
• Develop intermediate visualisations including geographic maps, dual-axis charts, and use hierarchies, groups, and sets to enhance analysis.
• Build calculated fields and parameters to create dynamic and customised visualisations based on user inputs and logical functions.
• Design interactive dashboards and stories, incorporating multiple visualisations and filters to tell a cohesive narrative.

Tableau Explorer is a licence level in Tableau Cloud designed for users who interact with dashboards, apply filters, create views, and collaborate with teams using published data sources.

This instructor-led, live training (online or onsite) is aimed at beginner to intermediate business users who wish to explore, filter, and interact with data using Tableau Explorer in Tableau Cloud.

By the end of this training, participants will be able to:

• Navigate Tableau dashboards and shared workbooks with confidence.
• Apply filters, drill down, and export data from dashboards.
• Create saved views and custom alerts based on data changes.
• Collaborate with team members using comments, subscriptions, and shared views.

Course Format

• Interactive lectures and demonstrations.
• Hands-on exercises using shared dashboards and published content.
• Real-time practice in Tableau Cloud with guided exploration.

Course Customisation Options

• To request a customised training session for this course, please contact us to arrange.

In this instructor-led, live training in New Zealand, participants will learn how to extend the capabilities of Tableau to align with the specific requirements of their organisation.

By the end of this training, participants will be able to:

• Install and configure Tableau (Desktop, Server, Online).
• Understand the fundamentals of developing with Tableau.
• Create and publish data visualisations and interactive elements using Tableau.
• Leverage Tableau's developer tools and APIs to customise and extend Tableau's functionality for their organisation.

By the conclusion of this training, participants will be able to:

This instructor-led, live training in New Zealand (online or on-site) is designed for intermediate-level digital forensic and cybersecurity professionals seeking a thorough understanding and hands-on skills in using the Tableau Forensic Imager for forensic investigations.

• Comprehend the role and significance of digital forensic imaging in investigations.
• Operate the Tableau Forensic Imager to acquire forensically sound images.
• Apply best practices in the handling and preservation of digital evidence.
• Navigate the software interface to configure, execute, and manage imaging tasks.
• Analyse and validate forensic images to ensure their integrity and admissibility in court.

This instructor-led, live training in New Zealand (delivered online or on-site) is intended for data analysts who wish to prepare and shape data using Tableau Prep Builder.

By the end of this training, participants will be able to:

• Install Tableau Prep.
• Understand and implement a Data Science Workflow.
• Read data from a variety of sources, such as Excel and databases.
• Prepare, shape, and sample data for analysis in Tableau Desktop.
• Explore and validate data.
• Create and publish Tableau Prep flows.

This instructor-led, live training in New Zealand (online or on-site) is aimed at beginner-level to intermediate-level data analysts who wish to gain practical knowledge of Tableau Prep Builder and the essential mapping functionalities in Tableau to address data preparation and visualisation challenges.

By the end of this training, participants will be able to:

• Connect to a variety of data sources, including cloud-based and local files, and manage live and extracted data connections.
• Perform data fusion and combination using advanced joining techniques to merge multiple datasets from different sources for better analysis.
• Create calculated fields and perform operations to manipulate and analyse data dynamically.
• Publish and update prepared data to Tableau Server or Tableau Online, enabling automated updates and scheduling.
• Create basic and advanced maps with geographic data, including filled maps, density maps, and dual-axis maps.
• Apply mapping techniques to solve real-world business problems by creating interactive, detailed geographic visualisations.

Tableau is a business intelligence and data visualisation tool. Python is a widely used programming language that provides support for a wide range of statistical and machine learning techniques. By combining Tableau's data visualisation capabilities with Python's machine learning functions, developers can rapidly build advanced data analytics applications tailored to various business use cases.

In this instructor-led, live training, participants will learn how to integrate Tableau and Python to perform advanced analytics. The integration between the two tools will be achieved via the TabPy API.

By the end of this training, participants will be able to:

• Integrate Tableau and Python using the TabPy API
• Leverage the combined power of Tableau and Python to analyse complex business scenarios using only a few lines of Python code

Audience

• Developers
• Data scientists

Course format

• A mix of lecture, discussion, exercises and extensive hands-on practice

By the conclusion of this training, participants will be able to:

This instructor-led, live training in New Zealand (online or on-site) is designed for intermediate to advanced-level data architects seeking to develop the skills required to install, configure, manage, and maintain a Tableau Server.

• Gain a deep understanding of the Tableau Server architecture.
• Comprehend Tableau Server processes and functions.
• Use Tableau Server to automate tasks.
• Configure and manage the Tableau Server.
• Set up Tableau Server for high availability and scalability.

This instructor-led, live training in New Zealand (online or on-site) is designed for beginner to intermediate-level data scientists and analysts who wish to learn how to leverage Tableau tools for data visualisation and analysis. By the conclusion of this training, participants will be able to: Connect to multiple data sources. Create fundamental data visualisations. Apply calculations ranging from basic to advanced for data analysis. Learn best practices for using graphs and visualisations.

This course is designed for learners who have never used Tableau before, or who may need a refresher. It will guide you through the steps necessary to create your first visualisation from the beginning. You will also learn how to apply essential design principles to your Tableau visualisations. By the end of the course, you will be able to create and share your insights with a broader audience.