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.

What is tableau all about?

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

You will learn the basics of tableau and be able to build different vizs

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

Scatter Plots & Clustering

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

Summary of Section

A quick quiz to check you were listening ;)

You will learn the intermediate levels of tableau, and begin to leverage your data

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

Stage 2: Leveraging data

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

Gantt Chart

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

Know the features of tableau that will make your life easier

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

Window Calculations & Bollinger Bands

Stage Summary

The ultimate test. We will build three dashboard from scratch and link them together. You will put everything you have learnt thus far into practice, and learn advanced tableau techniques

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

Build View 1

Build View 2

Build View 3

Page 2 Dashboard Design

Build View 4

Build View 5

Page 3 Dashboard Design

Build View 6 & 7, plus Cover Page Design

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

No good being a hero without showing off! Learn how to review and publish your work

What Next?

Tableau Qualified Associate Exam

Showcasing To Employers

Some added bonuses if being a hero is simple not enough

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

Coupons

Good to know

Know what's good

, what to watch for

, 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

Solid tableau course for beginners

According to students, this Tableau course is well received by learners and particularly well suited for beginners. Students say the course is easy to understand, beginner-friendly, and well-structured. Many students say instructor Sal Jade makes this course easy to follow and engaging with her detailed teaching style and relatable anecdotes. Students who are completely new to Tarot remark that this course is an excellent starting point. Students especially appreciate the video lectures in this course and remark that there are many helpful examples.

Course includes a number of helpful examples.

"good easy to understand"

"easy to understand and lots of examples"

Instructor Sal Jade presents information clearly.

"very interesting, easy to follow, easy to understand. Very enjoyable thank you!"

"Absolutely Amazing! Love how Sal is so detailed with her teaching and explains so well."

"Sal's background as a teacher really shows in the way she structures her courses and in the way she produces the content."

Course is beginner-friendly and organized.

"Easy to understand for beginners. Well-structured."

"I like the way the course is set up."

"She speaks clearly and offers great insight to the new learner, like me."

Course is accessible for learners with no prior experience.

"It was great course for beginners."

"Loved the course. It was easy to learn as Iam beginner"

"it is absolutely great! I am a total beginner and the explanations are great to understand the tarot clearly!"

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.

See salaries and explore the career path for Business Intelligence Analyst

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.

See salaries and explore the career path for Data Analyst

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.

See salaries and explore the career path for Data Scientist

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.

See salaries and explore the career path for Financial Analyst

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.

See salaries and explore the career path for Market Researcher

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.

See salaries and explore the career path for Statistician

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.

See salaries and explore the career path for Management Consultant

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.

See salaries and explore the career path for Actuary

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.

See salaries and explore the career path for Operations Research Analyst

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.

See salaries and explore the career path for Information Systems Manager

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.

See salaries and explore the career path for Software Engineer

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.

See salaries and explore the career path for Data Engineer

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.

See salaries and explore the career path for Computer Scientist

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.

See salaries and explore the career path for IT Manager

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.

See salaries and explore the career path for Systems Analyst