Mastering Tableau

Master core Tableau skills from first connection to enterprise-grade dashboards. Build and optimize fast, interactive visual analytics with formulas, LODs, Prep flows, and performance tuning.

Data

Tableau

About This Learning Path

Mastering Tableau is a comprehensive learning path that takes you from first principles to advanced analytics in Tableau Desktop and Tableau Prep. You begin by connecting data, understanding the interface, and building clean, professional visualizations. From there, you’ll design effective dashboards that tell clear stories, add interactivity with filters and parameters, and apply Tableau’s calculation language to solve real business questions. As you progress, you’ll work with Level of Detail expressions, table and window functions, and advanced charts such as layered maps, waterfalls, and funnels. You’ll also learn how to clean and reshape data with Tableau Prep, connect to SQL and cloud sources, and choose between joins, blends, extracts, and live connections. The path finishes with performance optimization techniques and best practices for publishing data sources. Throughout, Kubicle’s applied, project‑based approach keeps the focus on practical outcomes-faster decisions, reliable dashboards, and analytics that scale across teams in finance, operations, sales, and beyond.

What You'll Learn

Understand Tableau’s interface, data types, and connection options across files, databases, and cloud services.

Build clear visualizations and assemble them into effective, interactive dashboards for different audiences.

Apply filters, parameters, groups, and sets to create intuitive exploration paths and governed interactivity.

Develop calculations using aggregates, table and window functions, and Level of Detail expressions to handle mixed granularity.

Clean, reshape, and combine data with Tableau Prep, unions, joins, and blends to create analysis‑ready datasets.

Optimize performance using extracts, efficient calculations, and view design to reduce query time and load latency.

Forecast trends, add analytics lines, and create advanced visuals such as layered maps, waterfalls, and funnels.

Skills You'll Gain

Tableau Desktop

Dashboard design

Data visualization

Tableau Prep

LOD expressions

Table calculations

Data modeling & joins

Performance tuning

Geospatial mapping

Forecasting

Curriculum

Introducing Tableau

Course

Our first Tableau course will show you how to connect datasets to Tableau, understand the user interface, create interactive visualizations and how to save and distribute your work.

2 Hours

Beginner

2 CPE / CPD Credits

Advanced Visualizations in Tableau

Course

This course moves beyond the regular visualizations in Tableau and shows users how to create more advanced charts such as layered maps, funnels and waterfall charts.

1 Hour

Advanced

1 CPE / CPD Credits

Connecting to Different Data Sources

Course

Tableau contains connectors to many data sources, from Google Sheets to SQL databases. We'll learn how to connect to these data sources, create joins and blends across them, and publish them to Tableau Online and Tableau Server.

2 Hours

Advanced

1 CPE / CPD Credits

Cleaning Data with Tableau Prep

Course

In this course, we'll use Tableau Prep's basic cleaning tools. We'll prepare a dataset with many errors for use with Tableau Desktop.

2 Hours

Intermediate

1 CPE / CPD Credits

Reshaping Data in Tableau Prep

Course

This course is about the Tableau Prep tools which enable you to reshape and reform your data. This includes merging multiple data sources, adjusting the granularity of the data and pivoting from wide to tall datasets.

2 Hours

Advanced

1 CPE / CPD Credits

Creating Visualizations in Tableau

Course

Tableau has many excellent visualization options for your data, from simple bar charts to interactive maps and box-plots. In this course, we will step through each type of visualization, learning how and when to use them.

3 Hours

Beginner

2 CPE / CPD Credits

Filter, Groups, and Sets

Course

Filters, sets and groups enable users to create custom lists and calculations that can enhance your ability to isolate certain portions of your dataset. Filters also create great interactive elements on your dashboards.

2 Hours

Beginner

2 CPE / CPD Credits

Dashboard Design

Course

Creating proper visualizations is only useful if you can also arrange them into dashboards that communicate your messages effectively. This course will teach you how to do this.

3 Hours

Intermediate

2 CPE / CPD Credits

Prevent decision paralysis with dashboard reports

Project

Help a meal-prep startup that's paralyzed by a lack of clear and current data. At present, reports are contained within static PowerPoint and quickly go out of date. You'll assist the company by building a valuable Tableau Dashboard that updates automatically.

2 Hours

Beginner

2 CPE / CPD Credits

Introduction to Formulas in Tableau

Course

Tableau has its own Calculation Language that is similar to SQL or Excel. In this course, we'll write some basic formulas in the Tableau Calculation Language, incorporating useful in-built functions like LOOKUP() and WINDOWSUM().

2 Hours

Intermediate

2 CPE / CPD Credits

Further Formulas in Tableau

Course

In our second course on Tableau formulas, we learn how to use logical functions, such as AND, IF and OR. In the second part of this course we also examine text, time and date functions and how they are best used in Tableau.

2 Hours

Intermediate

2 CPE / CPD Credits

Level of Detail Expressions

Course

In Tableau, it can be difficult to combine different levels of granularity in a single view. Level of Detail (LOD) Expressions solve this problem but do require some practice to master.

2 Hours

Advanced

2 CPE / CPD Credits

Optimizing for Performance

Course

As Tableau can combine multiple large data sources, users must monitor performance and loading times carefully. In this course, we'll see techniques for reducing loading times, from joining data sources to changing calculations.

1 Hour

Advanced

1 CPE / CPD Credits