Tableau for Beginners — CA/MT/ID

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Please join us and learn the basics of how to use Tableau Desktop to build reports and dashboards, Tableau Server to share, consume and interact with reports and dashboards, and Tableau Prep to profile, prep, cleanse, deduplicate and join the data. The webinar is targeted for any skill set but will teach the basics of Desktop, Server, and Prep.


Agenda and Topics

11:00am - 11:15am EST
11:15am - 11:45am EST
Tableau Desktop for Beginners
  • Understand the layout of Tableau Desktop (Toolbars, buttons, layout)
  • How to connect to data (Understand the different out of the box data connections)
  • How to Drag and Drop fields to visualize your data
  • How to use the different types of visualizations available
  • Creating an Interactive Dashboard using multiple Visualizations
  • Publish your Dashboard to Tableau Server for others to view
11:45am - 12:00pm EST
Tableau Server for Beginners
  • How to Access and Navigate Tableau Server
  • Viewing and Interacting with dashboards
  • Drilling into dashboards to see record-level details
  • Subscribing to dashboards, Setting up data-driven alerts
  • Web Edit
  • Mobile
  • PDF Report Bursting
12:00pm - 12:15pm EST
Tableau Prep for Beginners
  • When to use Tableau Prep
  • Data Profiling
  • Data Cleansing, Reformatting, Deduplicating, Joining, etc.
12:15pm - 12:30pm EST

About the speaker


Amanda Westland

Solutions Engineer, Tableau

Amanda is the solutions engineer covering the Pacific Northwest along with California, Montana, and Idaho. She has years of IT industry experience and is happy to help serve customers with any technical expertise they may need.