MCW149 - Tableau Fundamentals

Outline info
Last revision date 2018-09-24 01:04:53.909
Last review date 2018-11-07 14:38:55.046

Subject Title
Tableau Fundamentals

Subject Description
This two day workshop will allow participants to create professional Business Intelligence Dashboards using Tableau Software's powerful features. Connecting to data, setting up visuals, interactive dashboards, and bringing your data to life are just a few topics covered during this workshop.

Credit Status
Participating students who attend at least 70% of the scheduled class(es) receive a document confirming he/she attended this workshop.

Learning Outcomes
Upon successful completion of this subject the student will be able to:

  1. Connect to various data sources
  2. Import data and understand Tableau Software layout
  3. Create and format basic visuals and crosstabs
  4. Create BI Dashboards
  5. Modify dashboard 'Actions'
  6. Sharing Dashboards

Cheating and Plagiarism
Each student should be aware of the College's policy regarding Cheating and Plagiarism. Seneca's Academic Policy will be strictly enforced.

To support academic honesty at Seneca College, all work submitted by students may be reviewed for authenticity and originality, utilizing software tools and third party services. Please visit the Academic Honesty site on for further information regarding cheating and plagiarism policies and procedures.

All students and employees have the right to study and work in an environment that is free from discrimination and/or harassment. Language or activities that defeat this objective violate the College Policy on Discrimination/Harassment and shall not be tolerated. Information and assistance are available from the Student Conduct Office at

Accommodation for Students with Disabilities
The College will provide reasonable accommodation to students with disabilities in order to promote academic success. If you require accommodation, contact the Counselling and Disabilities Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.

Topic Outline

  • Introducing the Tableau User Interface
  • Connecting to Data
  • A Survey of Tableau Visualisation Types
  • Creating your own Custom Calculations
  • Introducing Tableau Table Calculations
  • Creating Interactive Dashboards (with a few thoughts on Information Design)
  • Formatting for Impact and the user of Color, Size, and Tooltips
  • Building a Paved Road through your Data with Tableau Actions
  • Making your Visualizations more interactive and dynamic with Tableau Parameters
  • Analytic Techniques:
    • Data Groupings Data Hierarchies, and Sets
    • Reference Lines, Binning, Trend Lines, Box Plots
    • Forecasting in Tableau, and interpreting the results
  • More on Connecting to Data: using the Tableau Data Interpreter
  • Configuring Data Connections with Data JOINS, Data BLENDING, and  Data UNIONS
  • Performance Tips re: using Tableau with large Datasets (with a few thoughts on Data Architecture)
  • Answering the “Where Question” with Geo-Mapping
  • Creating “Data Stories” with Tableau Story View
  • Extending Tableau with R Statistical Language integration
  • Review and Open Q and A

Mode of Instruction
Classroom instruction and extensive hands-on experience will be provided with each participant having exclusive use of a computer.
Additional modes of instruction will include class discussion and question and answer period.

Prescribed Texts

Promotion Policy

Grading Policy
A+ 90%  to  100%
A 80%  to  89%
B+ 75%  to  79%
B 70%  to  74%
C+ 65%  to  69%
C 60%  to  64%
D+ 55%  to  59%
D 50%  to  54%
F 0%    to  49% (Not a Pass)
EXC Excellent
SAT Satisfactory
UNSAT Unsatisfactory

For further information, see a copy of the Academic Policy, available online ( or at Seneca's Registrar's Offices.

Modes of Evaluation
There is no formal testing or process to evaluate the students understanding. It is up to the student to evaluate his/her own progress. Students must attend 70% of the class(es) to receive a document confirming he/she attended this workshop.

Approved by: Sharon Estok