Tableau lessons
27 lessons across 6 tracks, each ending with a short self-check. Work through a track in order, or jump to whatever you're stuck on.
27lessons
222mtotal
6tracks
54checks
Connecting & structuring data
Files, databases, live versus extract, relationships, joins, unions and blends.
Tableau file typesWhat .twb, .twbx, .tds, .tdsx and .hyper each hold, and which to send someone.JoinsInner, left, right and full outer joins — and the duplication trap.Data blendingCombining separate data sources on a shared dimension, and why it is not a join.Extracts vs. live connectionsWhen to snapshot your data and when to query it directly.Connecting to files and databasesThe data source page, connection types, and what to do before building anything.Relationships and unionsThe relationship model, when to use it over a join, and stacking tables.
Visual analytics & charting
Dimensions and measures, core chart types, dates, dual axis and mapping.
The Tableau Desktop interfaceWhere everything lives: the Data pane, shelves, Marks card, and Show Me.Dimensions vs. measuresThe single most important distinction in Tableau, and why fields are colour-coded.Discrete vs. continuous fieldsWhy the same field can produce headers or an axis, and when to switch.Choosing the right chartMatching chart type to the question, and the ones to avoid.Dual axis and combination chartsTwo measures, two axes, and the synchronisation that keeps it honest.Maps and custom geocodingGeographic roles, custom locations, territories and layered maps.
Calculated fields & parameters
Row-level, aggregate, conditional, date, LOD and table calculations.
Calculated fieldsRow-level vs. aggregate calculations, and the error that trips everyone up.Level of detail expressionsFIXED, INCLUDE and EXCLUDE — computing at a granularity other than the view.Table calculationsRunning totals, moving averages, and the addressing/partitioning model.ParametersUser-controlled variables, and the swap patterns that make dashboards feel interactive.Date calculationsDate parts and values, DATEDIFF and DATEADD, and relative date logic.Conditional calculationsIF, CASE, IIF and the aggregation error everyone meets.
Formatting & dashboard interactivity
Filters, sets and groups, formatting, layout and actions.
Filters and the order of operationsWhy your filter did not do what you expected — the pipeline that governs everything.Building dashboardsLayout containers, sizing, and actions that connect sheets together.Sets and groupsTwo ways to combine dimension members, and why they behave differently.FormattingThe formatting hierarchy, number formats, and removing what does not help.Dashboard actionsFilter, highlight, parameter, set and URL actions.
Sharing, Server & performance
Publishing, row-level security, tuning and certification.
Publishing to Server and CloudProjects, permissions, and the difference between embedded and published data sources.Row-level securityShowing each user only their own rows, using entitlement tables and user functions.Making workbooks fasterFinding the real bottleneck before changing anything, then the fixes that matter.Preparing for certificationWhat the Tableau exams cover and how to study for them.