Master Course in Tableau for Business Intelligence from Udemy

New to Tableau? or Just looking to fill in knowledge gaps?

This course is designed for both needs. Using real open source data you will become technically fluent in using tableau, one of the best data visualization software on the market. This course is the result of over five years of experience in tableau. The course is split into three stages, each designed to give a solid foundation in tableau without leaving the student with knowledge gaps.

If you are a complete beginner or have Basic knowledge you should start at stage one.
If you have experience in Tableau you should start at stage two, but review any gaps in stage one you have.

If you would like to know exactly what skills you will learn please view the full technical list at the bottom of this description box. Please note this course doesn't cover updates since 2022

Why a course by Jamie Fry?

I have 10 years experience with tableau in the workplace. I've watched it grow from simple drag and drop tool into a extremely powerful visualisation software, from a Private company to an IPO. I am not a full time udemy instructor, which i believe is a strength. What i will teach you i use everyday in my workplace, for all different manner of clients across the globe. My technical teaching of this tool comes with real workplace Do's and Don'ts, teaching you will not get from full time instructors that have been out of the workplace for a number of years. I teach tableau in classrooms face to face and via video conferencing, and years of this experience has led to this streamlined course. Please see my Bio for more information on my academic and professional background.

The three stages of this course:

Stage 1: The Apprentice

The absolute fundamentals of tableau. Hit the ground running by learning all the basics, and how tableau manipulates your data. Even students with existing knowledge may learn something here.

Stage 2: The Master

Advance your data visualisation skills and learn to leverage your data. Students will learn the bulk of tableau here.

Stage 3: The Hero

Put all your skills learned to the test, and learn even more by completing a fully interactive workbook consisting of three linked dashboards. You will learn advanced dashboard skills here whilst bringing together all your knowledge.

Bonus Lectures:

A number of bonus lectures have been added to enhance your skills once you have completed the course. These include new chart types such as the "Waterfall" chart which cannot done by the "show me" tab in tableau.

A full list of what technical skills you will Learn:

Dashboard Functionality

Actions (Filter, Highlight and URL)
Navigation between dashboards via actions
Parameters: The Fundamentals
Parameters: Switching between measures
Parameters: As a global filter
Dashboard Design: Make it look good
Dashboard Design: Make it function well
Review & Publishing
When to use storyboards vs dashboards

Chart Types

Text Tables
Heat Maps
Highlight Tables
Waterfall Chart (BONUS)
Symbol Maps
Filled Maps
Pie Charts
Bar Charts
Stacked Bars
Side by Side Bars
Duel Axis Charts
Tree Maps
Scatter Plots
Area Charts
Box and Whisker
Histogram
Bullet
Bubbles
Control Charts
Word cloud (BONUS)

Tableau Essentials

Connecting to Data
Level of Detail (LOD)
What "Good" data Looks like
Dashboards and Stories
How tableau pivots on your data
Hierarchies
Bins and Distributions
Calculated Fields
Table Calculations
Tableau Calculations as functions
Window calculations
Data blending and joining
Reference lines & bollinger bands
Forecast
Trend line
Clustering
Filters, including the context filter
Grouping & Sets
Using time series charts
Formatting (colours, fonts etc)
Custom colours
Custom shapes
WMS Mapping
Packaging workbooks

Notable features which are NOT covered:

Using APIs (web data connectors)
Tableau Server (you should not need to buy courses on this, support is included in Tableaus fee when you buy the server).

What's inside

Learning objectives

Master the latest tableau software for use in a professional business environment

See course description for all technical skills taught

Master the latest tableau software for use in a professional business environment
See course description for all technical skills taught

Syllabus

Stage 1: Prep work

Please view videos in 1080p!

An overview of this course and what you will achieve! Important to view so you know where to start.

Links for installing tableau and picking the correct product

Learn how to connect to the data we are using for section 1. Alternative source for downloading data here: https://drive.google.com/drive/folders/1qtz6cfjmOpSfycYq7c450qVn_o8V6CcK?usp=sharing

what to do if your data is different from the videos

A brief introduction to the different 'Cards' in tableau, learn how tableau works whilst building the most common viz, a bar chart.

Add filters and colour to your bar chart

Learn how to use tooltips to maximise the interaction of your visual, and format your visual to make it pleasing to the eye.

Updated Jan 2018 for v10.5 tooltip features

Learn how to build a box and whisker plot from scratch.

Learn how tableau handles text tables, and the importance of using measure names and values

Learn how to turn a text table into a highlight table, great for communicating a message

Learn how to generate a map in tableau. This lecture includes using dual axis maps, as well as changing the mapping WMS Server

Connect to new data sourced from the UK government (open data)

Learn how to build a tree map, a great visual for portraying measures with vastly different values at either end of the scale

Learn how a stacked bar is built and how to use them to show value breakdowns

A quick quiz to check you were listening ;)

A taste of what is covered in this stage

Connect to the first set of data in this stage

Learn how time series charts work, and the importance of the data and time fields as dimensions and measures

Learn how dual axis charts work

Learn how to master reference lines

Learn how trend and forecasting works in tableau

Learn the difference between groups and sets, and the powerful use of these features in tableau

Learn how to join multiple datasets into one

Learn the most powerful way to utilise multiple data sources, data blending

Learn the power of table calculations and calculated fields, and the differences between the two

Learn how table calculations can be used as functions to customise your table views

An introduction to parameters and learn how to switch between chart measures on one simple view.

Learn how to use global filters and use a parameter in place of a global filter

Learn how to use parameters to control reference lines

Learn what context filters are and how filters work across your data sources

Learn the basics of dashboards

Learn the basics of story boards and their pros and cons

Learn how to organise your data in the data pane, and how hierarchies can be used within your vizs

Learn what bins are and how to create them

Learn how to use "pivot" in tableau data connection screen

Learn our goal, know the data

A view of the final dashboard which we will be creating

Important note on version 2018.3

Learn how to set up the default dashboard formatting and connect to the data

Learn how actions work, and how to navigate between dashboards using the filter action

Part two of navigating with actions

Adding highlight actions to page 2 of our dashboard

Set up global filters

Learn best practice in reviewing your work

Learn how to add in your own custom colour palettes and shapes

Learn how to create a waterfall chart

Learn how to create a word cloud in tableau

Learn level of detail expressions: FIXED, INCLUDE, EXCLUDE

For advanced users

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a comprehensive introduction to Tableau software for beginners

Led by an experienced instructor with over ten years of industry experience

Covers a comprehensive range of Tableau features, including visualizations, data manipulation, and dashboard creation

Includes real-world examples and hands-on exercises to reinforce learning

Suitable for learners with varying levels of experience, but particularly beneficial for those with limited knowledge of Tableau

Requires access to Tableau software, which may incur additional costs

Reviews summary

Practical tableau for business intelligence mastery

According to learners, this course is a largely positive and comprehensive guide to Tableau, highly praised for its practical, real-world application in Business Intelligence. Students especially value the instructor's extensive industry experience, which provides unique insights and "Do's and Don'ts" not typically found in other courses. The well-structured three-stage curriculum (Apprentice, Master, Hero) offers a clear progression from fundamentals to advanced dashboard creation, making it suitable for both complete beginners and those filling knowledge gaps. Learners appreciate the hands-on activities and projects that solidify understanding. However, a notable point for prospective students is that the course does not cover updates since 2022, meaning some recent Tableau features may require supplemental learning.

Focus on real-world projects and examples allows for immediate practical application.

"The real-world examples were incredibly useful for applying what I learned directly to my work."

"The hands-on projects were the best part for solidifying my learning and building confidence."

"I learned how to use practical tools and strategies that I could apply immediately to my work."

The course is well-structured from beginner to advanced stages, building skills progressively.

"I went from zero Tableau knowledge to confidently building dashboards. The three-stage structure is brilliant."

"The course is well-structured and easy to follow, making it great for learners of all levels."

"It covers a wide range of Tableau features from basics to advanced, providing a solid foundation."

Jamie Fry's deep workplace experience provides invaluable, real-world insights.

"Jamie explains complex concepts in a really clear, concise way, making Tableau easy to understand."

"Jamie's practical insights from years in the industry are invaluable. He teaches not just how to use Tableau, but why."

"His technical teaching of this tool comes with real workplace Do's and Don'ts, which you won't get from full-time instructors."

Pacing may vary for different skill levels; advanced topics could benefit from more detailed explanations.

"The pace was great for the first two stages, but I found the 'Hero' section a bit rushed for new concepts."

"While comprehensive, it doesn't dive super deep into niche advanced topics or performance optimization."

"For very experienced users, some early sections might feel slow, but overall it's a balanced approach."

The course doesn't cover Tableau updates since 2022, a point for consideration.

"Some sections feel a bit outdated with Tableau's rapid updates, especially since it mentions no updates past 2022."

"While the foundational knowledge is solid, for the very latest Tableau features you'll need to seek external resources."

"As stated, this course doesn't cover updates since 2022, which is a consideration for advanced users."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Master Course in Tableau for Business Intelligence with these activities:

Refresh your data visualization skills by revisiting basic concepts and applying them in a hands-on setting

Show steps

Tableau requires a solid background in data visualization techniques. This activity will help you refresh your memory on these fundamentals.

Browse courses on Data Visualization

Show steps

Review the stages of data visualization.
Try out simple data manipulation techniques, such as sorting and filtering

Show all one activities

Career center

Learners who complete Master Course in Tableau for Business Intelligence will develop knowledge and skills that may be useful to these careers:

Business Intelligence Analyst

A Business Intelligence Analyst analyzes data to identify trends and patterns. They use this information to help businesses make better decisions. This course will help you develop the skills you need to become a successful Business Intelligence Analyst. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of business intelligence or to advance your career as a Business Intelligence Analyst.

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Data Analyst

A Data Analyst collects, cleans, and analyzes data to help businesses make better decisions. This course will help you develop the skills you need to become a successful Data Analyst. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of data analysis or to advance your career as a Data Analyst.

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Data Scientist

A Data Scientist uses data to solve business problems. They use a variety of techniques, including machine learning and artificial intelligence, to analyze data and develop predictive models. This course will help you develop the skills you need to become a successful Data Scientist. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of data science or to advance your career as a Data Scientist.

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Market Researcher

A Market Researcher collects and analyzes data about markets and customers. They use this information to help businesses make better decisions about product development, marketing, and sales. This course will help you develop the skills you need to become a successful Market Researcher. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of market research or to advance your career as a Market Researcher.

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Financial Analyst

A Financial Analyst analyzes financial data to help businesses make better decisions about investments, budgeting, and financial planning. This course will help you develop the skills you need to become a successful Financial Analyst. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of financial analysis or to advance your career as a Financial Analyst.

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Operations Research Analyst

An Operations Research Analyst uses data to solve problems in business and industry. They use a variety of techniques, including mathematical modeling and optimization, to analyze data and develop solutions to problems. This course will help you develop the skills you need to become a successful Operations Research Analyst. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of operations research or to advance your career as an Operations Research Analyst.

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Management Consultant

A Management Consultant helps businesses improve their performance. They use a variety of techniques, including data analysis and problem solving, to help businesses identify and solve problems. This course will help you develop the skills you need to become a successful Management Consultant. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of management consulting or to advance your career as a Management Consultant.

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Actuary

An Actuary uses data to assess risk and uncertainty. They use a variety of techniques, including statistical modeling and financial analysis, to analyze data and develop solutions to problems. This course will help you develop the skills you need to become a successful Actuary. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of actuarial science or to advance your career as an Actuary.

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Statistician

A Statistician collects, analyzes, and interprets data. They use a variety of techniques, including statistical modeling and data analysis, to analyze data and develop solutions to problems. This course will help you develop the skills you need to become a successful Statistician. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of statistics or to advance your career as a Statistician.

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Data Engineer

A Data Engineer builds and maintains data systems. They use a variety of techniques, including data modeling and data integration, to build and maintain data systems that can be used by businesses to analyze data and make better decisions. This course will help you develop the skills you need to become a successful Data Engineer. You will learn how to use Tableau to connect to data, create visualizations, and analyze data. You will also learn how to use Tableau to create dashboards and stories to communicate your findings to others. This course is a great way to get started in the field of data engineering or to advance your career as a Data Engineer.

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Software Engineer

A Software Engineer designs, develops, and maintains software systems. They use a variety of techniques, including software design and programming, to design, develop, and maintain software systems that can be used by businesses to solve problems and improve efficiency. This course may be useful for developing skills in data visualization and data analysis, which can be helpful for Software Engineers who are working on data-driven projects.

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Computer Scientist

A Computer Scientist designs, develops, and analyzes computer systems. They use a variety of techniques, including computer science and mathematics, to design, develop, and analyze computer systems that can be used by businesses to solve problems and improve efficiency. This course may be useful for developing skills in data visualization and data analysis, which can be helpful for Computer Scientists who are working on data-driven projects.

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Information Systems Manager

An Information Systems Manager plans, implements, and manages information systems. They use a variety of techniques, including information systems management and project management, to plan, implement, and manage information systems that can be used by businesses to improve efficiency and productivity. This course may be useful for developing skills in data visualization and data analysis, which can be helpful for Information Systems Managers who are working on data-driven projects.

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IT Manager

An IT Manager plans, implements, and manages information technology systems. They use a variety of techniques, including IT management and project management, to plan, implement, and manage information technology systems that can be used by businesses to improve efficiency and productivity. This course may be useful for developing skills in data visualization and data analysis, which can be helpful for IT Managers who are working on data-driven projects.

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Systems Analyst

A Systems Analyst designs, develops, and implements computer systems. They use a variety of techniques, including systems analysis and design, to design, develop, and implement computer systems that can be used by businesses to solve problems and improve efficiency. This course may be useful for developing skills in data visualization and data analysis, which can be helpful for Systems Analysts who are working on data-driven projects.

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