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4.3

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Tableau Basic for controllers

Convincing visualizations and interactive dashboards

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This training is held in German.

The powerful tool Tableau is used to process and present analyses. From the basics such as data sources, filters, data preparation, formulas, calculations to the creation of visualizations and dashboards, the important practical knowledge for an application in controlling is covered. In this training course, the modern data visualization tool is introduced, participants work and practice actively with Tableau and gain practical experience in order to carry out innovative analyses and create interactive dashboards.

Getting started with "Tableau"

Connect with data.
Options for connecting to data.
Data types and data roles.
Table joins and data blending.
Optimal performance considerations.
Reuse and sharing of data connections.
Working with Tableau Prep and multiple connections.

Visualization basics

Dimensions and measurements.
Use of "Show Me".
Create basic views.
Analyze geographic data.
Formatting options.
Labels and annotations, titles and captions.

Calculated fields

Working with string functions.
Basic arithmetic calculations.
Working with sums.
User-defined aggregations.
Logical instructions.

Analytical techniques

Calculations in tabular form.
Sorting, grouping.
Filtering and quick filter.
Crosstabs/pivot tables, text tables.
Aggregations.
Statistics and trend lines.

Visualization: creating dashboards and stories

Combine visualizations in one dashboard.
Actions and filters.
Dashboard objects.
Filter actions.
Highlighting actions.
Creating stories.

Shared use of workbooks

Packed workbooks.
Publishing to Tableau Server.
Other publishing options.
AI-powered insights to scale data-driven decision making with Tableau Pulse.

Learning environment

In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.

Your benefit

You know the most important terms and use cases of Tableau Desktop and can implement this knowledge in your company.
You will learn how to use Tableau to create data models, calculate key figures and display them using different visualizations.
You will learn about the most important transformation steps in data preparation, how to create hierarchies and how to apply them to an example.
You will learn the basic analytical functions of Tableau with statistics and characteristic curves.
You will learn how to visualize data and prepare it in dashboards and stories for your colleagues so that it forms the basis for further decisions.
You will get to know Tableau Pulse, the quasi "ChatGPT" integration in Tableau.

trainer

Robert Buk

Methods

Presentation, practical examples and independent exercises on the PC, group work, sample solutions, tips and tricks. Due to the workshop nature of the seminar, questions, tasks and your own suggestions for solutions are very welcome and practical relevance is guaranteed.

Recommended for

controllers and users from other areas who want to process, analyze and visualize data.

Previous knowledge and initial experience in working with data is desirable, e.g. MS Excel S-Reference and pivot functionality.

Important note/ requirement:

The training is suitable for you if you are allowed to install software on your PC/notebook.

Therefore, please install Tableau Public or Tableau Desktop on your PC/notebook before the training.

Open Badges - Show what you can do digitally too.

Open Badges are recognized, digital certificates of participation. These verifiable credentials are the current standard for integration in career networks such as LinkedIn.

With them, you digitally demonstrate the competences you possess. After successful completion, you will receive an Open Badge from us.

Further recommendations for "Tableau Basic for controllers"

Digital reporting: data management - analysis techniques - visualization

Interactive and dynamic dashboards with pivot in Excel

Business Intelligence with Excel

Attendees comments

"I particularly liked the flexibility of the lecturer. He responded to individual needs very competently and conveyed them wonderfully."

Lisa Mücke

BG RCI

Seminar evaluation for "Tableau Basic for controllers"

4.3 from 5

with 8 ratings

training content:

4.2

Content comprehensibility:

4.3

Practical relevance:

3.5

Trainer expertise:

4.5

Participant orientation:

4.7

Method variety:

4.3

Joint online training

Booking number
34367

€ 790,- plus VAT

Details

1 day

Online

2 Events

German

Events

Train several employees internally

Pricing upon request

Customized training courses according to your needs
Directly at your premises or online
Cost advantage from 5 participants
We contact you within 24 hours (Mon-Fri)

1 day

In-person or Online

Request

Start dates and details

22.08.2025

Live-Online

Details

Booking number: 34367

€ 790,- plus VAT.

€ 940.10 incl. VAT.

Course

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Technical notes

We use various software to conduct our online events.

To the system check

Days & Times

1 day

Limited number of participants

Friday, 22.08.2025

09:00 am - 5:00 pm

23.03.2026

Live-Online

Details

Booking number: 34367

€ 790,- plus VAT.

€ 940.10 incl. VAT.

Course

zoom

Technical notes

We use various software to conduct our online events.

To the system check

Days & Times

1 day

Limited number of participants

Monday, 23.03.2026

09:00 am - 5:00 pm

Sufficient places are still free.

Don't wait too long to book.

Fully booked.

Booking number: 34367

€ 790,- plus VAT.

€ 940.10 incl. VAT.

Details

1 day

Limited number of participants

Booking number: 34367

€ 790,- plus VAT.

€ 940.10 incl. VAT.

Details

1 day

Limited number of participants

Book later

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