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Tableau Desktop: Beyond the Basics

Class Code


Class Description

Effective immediately in response to COVID-19, all Technology Training classes will be delivered online until further notice.

In advance of each session, Tech Training will provide you with a Zoom link to your class, along with any required class materials.

This course helps advance your knowledge of Tableau Desktop data visualization tool with advanced connectors, features, and graphs. Tableau is an industry leader for data visualization, with a drag-and-drop interface to create high-quality graphs and dashboards.


  • SQL and data knowledge preferred 
  • Tableau Desktop: Beginner course or equivalent knowledge of Tableau desktop tool


Learning Objectives:

After this course, you will be able to:

  • Actively recall the basic features we learned during the beginner's training
  • Understand how to create various types of reports for each type of dataset
  • Perform some analytical operations and do calculations in Tableau
  • Introduction to Maps / identify unrecognized coordinates / custom geo-coding
  • Connect to SQL tables and generate reports / dashboards / stories
  • A brief introduction to R tool and learn its integration/benefits with Tableau 
  • Connect to R tool and calculate basic measures, use it to plot graphs 
  • Learn about Tableau Public, its usage and create a Tableau Public profile
  • Create interactive data visualization in Tableau Public and publish it to the web 
  • Share the data visualization via email with the fellow trainees in the room 


Topic Outline:

Day 1

  • Course introduction
  • Recall the Introduction to Tableau session with the trainer 
  • Discuss briefly about the features and functionalities of Tableau learned during the beginner's session
  • Connect to Excel datasheet, create a report, and use all the cards we familiarized during last session
  • Introduction to table calculations in Tableau Desktop 
  • Perform basic arithmetic calculations, data math, logic statement, string manipulation using the data sets we are analyzing
  • Introduction to maps graph and its usage
  • Plot the coordinate points on the map and analyze multiple views
  • Correct the unrecognized coordinates and custom geocoding
  • Connect to SQL database and plot graphs using single table data
  • Connect to multiple data tables, use joins, plot graphs, analyze the data and create dashboards for presentation
  • Solve a real-time business problem in the class and simulate the real-time working environment by yourself


Day 2

  • Introduction to R programming
  • Benefits for R and Tableau integration during data analysis
  • Installation of R / R Serve Packages in the class
  • Integration of R and Tableau
  • Calculation of measures using R
  • Integrated visualization using Tableau
  • Generate graphs and dashboards using these calculated fields 
  • Verify how the changes in the data / calculation reflects in the reports / dashboards
  • Learning about Tableau Public profile creation and its benefits
  • Creation of Tableau Public profile in the class
  • Generate basic visualization in your Tableau Public profile 
  • Share the visualization in the web and via email with your fellow trainees
  • Collaborate and work on the visualization in the class forming a group of two or more
  • References and next steps


Structured Activity/Exercises/Case Studies:


Day 1:

  • Exercise 1: Create maps, plot unrecognized geo-coordinates in the graphs
  • Exercise 2: Connect to SQL and join multiple tables to create dashboards to present (optional)
  • Exercise 3: Use calculations to analyze the data directly in Tableau 
  • Exercise 4:  Solve a business problem and present the analysis story in Tableau 


Day 2:

  • Exercise 5: Connect to R and use calculated measures to generate the dashboard in Tableau 
  • Exercise 6: Create Tableau Public profile, generate visualization and collaborate with team to analyze your data analysis results



University IT Technology Training classes are only available to Stanford University staff, faculty, or students. A valid SUNet ID is needed in order to enroll in a class.