Course Level:
Introduction
This hands-on training course enables analysts, researchers, and professionals to master Tableau, a popular tool for data visualization and business intelligence.
Participants will learn to connect, prepare, visualize, and share impactful dashboards and stories.
Duration
5 days
Who Should Attend
- Data analysts
- Business intelligence professionals
- Marketing and sales professionals
- Financial analysts
- Project managers
- IT professionals
- Data engineers
- NGO and development practitioners communicating program impact
- Students, M&E professionals, and anyone wanting to bring data to life
Training Methodology
- Instructor-led demos and presentations
- Hands-on labs using real-world datasets
- Group activities and peer learning
- Templates, resources, and guided exercises provided
Learning Outcomes (Course Objectives)
Upon completion, participants will be able to:
- Navigate the Tableau interface and connect to data sources.
- Clean, shape, and prepare data using Tableau Prep and built‑in tools.
- Create effective visualizations: bar charts, line graphs, maps, and heat maps.
- Build interactive dashboards and use storytelling features.
- Apply best practices in design, aesthetics, and usability.
- Share dashboards via Tableau Server, Online, or public exports.
Course Outline
Module I: Introduction to Data Visualization with Tableau
- Data visualization principles and storytelling with data
- Overview of Tableau ecosystem: Desktop, Public, Prep, Server/Online
- Workspace navigation: data pane, shelves, marks, show-me
- The relationship between data analysis and data visualization
Module II: Connecting & Preparing Data For Importing to Tableau
- Connecting to data sources: Excel, CSV, databases
- Data cleaning: filtering, formatting, joins, pivots
- Introducing Tableau Prep basics (if applicable)
Module III: Basic Charting Techniques in Tableau
- Creating bar charts, line charts, and area charts
- Using simple calculated fields
- Creating custom and quick table calculations
- Implementing advanced groups and sorting
- Designing scatter plots and visualizing correlations
- Utilizing timelines and basic forecasting
Module IV: Advanced Visualization & Analytics
- Geospatial visualizations: maps, symbols, and filled maps
- Heat maps, highlight tables, Gantt charts, and histograms
- Employing analytics: aggregations, percent of total, trend lines, reference bands
Module V: Creating Effective Dashboards & Storytelling
- Best practices in dashboard design: layout, interactivity, filters
- Building interactive dashboards and creating a data story
- Adding actions, tooltips, and filters for navigation
- Optimizing Performance and Usability
Module VI: Design Principles & Advanced Features
- Applying visual best practices: colors, fonts, accessibility
- Parameter-driven interactivity and calculated fields
- Level-of-detail (LOD) calculations overview
Module VII: Publishing & Sharing
- Export options: images, PDFs, packaged workbooks
- Introduction to Tableau Server / Online (publishing, permissions)
- Embedding dashboards and collaboration essentials
Module VIII: Final Hands-On Project
- Participants build an end-to-end Tableau workbook: connect data, create visualizations, and assemble a dashboard/story
- Presentation of dashboards, peer review, and feedback session
Related Courses
Course Administration Details:
Methodology
This instructor-led training course is delivered using a blended learning approach and comprises presentations, guided sessions of practical exercise, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience, working as professionals and trainers in these fields. All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion.
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.
- Email: letstalk@techfordevelopment.com
- Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: letstalk@techfordevelopment.com
- Phone: (+254) 790 824 179
Payment
Payment should be transferred to our bank account on or before the start of the course. Send proof of payment to letstalk@techfordevelopment.com
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