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Tableau Jumpstart: Putting Your Knowledge into Practice

Published by Pearson

Build a Dashboard for Your Organization

Nov. 22, 2021

6 - 10 p.m. Coordinated Universal Time

This event has ended.

What you’ll learn and how you can apply it

  • How to connect to data and implement enterprise best practices
  • Why Tableau behaves the way it does
  • How to create professional-looking dashboards
  • How to enhance user experience
  • How to increase the reach of your dashboard with enterprise tools

This live event is for you because…

  • You’re an analyst and want to find insights in your data, then communicate those insights
  • You have some experience with Tableau Desktop but want to take your skills to the next level
  • You want to learn practical tips for using Tableau effectively within an organization


Course Set-up

If you plan to follow along during the hands-on portion of the course, ensure you have the following configuration:

  • Download sample data set, available here:
  • Download sample data set, available here
  • Tableau Desktop (version 2020 or greater) installed and licensed
  • Tableau Server (version 2020 or greater) or Tableau Online with publishing capabilities (talk with your administrator if you don’t know)
  • Alternatively, you can use Tableau Public (sign up for an account, then download and install the software), but note that you will not be able to complete some of the exercises
  • If you are unable to complete the above, you are still welcome to attend, watch, and ask questions.

Recommended Follow-up


The timeframes are only estimates and may vary according to how the class is progressing.

Segment 1: Connecting to Data (55 mins)

  • Tableau’s Preferred Data Format
  • Flat Files (mapped drives vs UNC path)
  • Databases (relationships vs physical joins)
  • Data Types and Default Properties
  • Q&A
  • Hands-on practice connecting to sample data and/or your own data

Break (5 mins)

Segment 2: Developing Graphs (25 mins)

  • Style Guide Step 1 & 2
  • The Tableau Canvas
  • Bar Charts, Trend Charts, Scatterplots
  • Q&A
  • Hands-on practice building graphs using sample data and/or your own data

Segment 3: Customizing Graphs (30 mins)

  • Filtering
  • Customizing Your Graph
  • Calculated Fields
  • Tables
  • Q&A
  • Hands-on practice customizing graphs using sample data and/or your own data

Break (5 mins)

Segment 4: Dashboarding (55 mins)

  • Style Guide Step 3
  • Dashboard Layout
  • Applying Filters
  • Dashboard Actions
  • User Experience Checklist
  • Q&A
  • Hands-on practice creating dashboards for end users

Break (5 mins)

Segment 5: Utilizing Tableau Server/Online (55 mins)

  • Publishing (data sources vs workbooks)
  • Refreshes
  • Subscriptions
  • Custom Views
  • Embedded Analytics
  • Q&A
  • Hands-on practice sharing, automating, and making the most of your dashboard

Course wrap-up and next steps

Your Instructor

  • Brandi Beals

    Brandi Beals is a Tableau Ambassador, certified both in Tableau Desktop and Tableau Server. She has been using Tableau for over 10 years in a variety of enterprise capacities. As the manager of the data analytics team at a global investment management firm she determines the direction and strategy of business intelligence and data science capabilities as well as the tools used to support those capabilities. In doing so, she has helped to build a culture that uses data to drive decision making. She is focused on developing a scalable data strategy, building a data literacy program, delivering an enterprise analytics platform, and growing a community interested in data science and analytics. Skilled in Tableau, Alteryx, and Python, she has a strong technical track record supported by a Bachelor of Arts in Economics and Management and Studio Art from Beloit College. She recently completed her Masters of Science in Predictive Analytics from Northwestern University. In addition to co-leading the Milwaukee Tableau User Group and Wisconsin Tableau User Group, Brandi runs the Data Book Club.

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