Contents
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 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.
- Release via the Internet.
- Other publishing options.
Learning environment
Once you have registered, you will find useful information, downloads and extra services relating to this training course in your online learning environment.
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, create hierarchies and 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.
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 user:in 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 SVerweis 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.
Further recommendations for "Tableau Basic for controllers"
Attendees comments
"I particularly liked the flexibility of the lecturer. He responded to individual needs very competently and conveyed them wonderfully."

Seminar evaluation for "Tableau Basic for controllers"







Start dates and details

Tuesday, 17.06.2025
09:00 am - 5:00 pm

Friday, 22.08.2025
09:00 am - 5:00 pm

Monday, 23.03.2026
09:00 am - 5:00 pm