Program Structure

Module 1: BI Basics + Tableau Interface

• BI workflow: questions → data → dashboard → decisions.
• Tableau workspace: dimensions/measures, shelves, marks.
• Connecting to files and databases (overview).
• Extract vs live connection: when to use.

Module 2: Data Preparation in Tableau

• Data types, roles, and basic cleaning.
• Joins, unions, relationships (concepts + use).
• Filtering and sorting; handling nulls.
• Building a tidy dataset for dashboards.

Module 3: Core Charts for Business

• Bar/line/area charts, scatter, histograms.
• Time-series and trends; moving averages (intro).
• Maps: filled maps and point maps (overview).
• KPI cards and summary tables.

Module 4: Calculations (Practical)

• Calculated fields: ratios, growth %, margins.
• Common date calculations and cohorts (intro).
• Table calculations: running totals, percent of total (intro).
• LOD expressions: FIXED/INCLUDE/EXCLUDE (intro).

Module 5: Dashboards & Interactivity

• Dashboard layout: containers, spacing, formatting.
• Filters, parameters, and dynamic controls.
• Dashboard actions: highlight, filter, URL actions (intro).
• Design for clarity: hierarchy, colors, and labels.

Module 6: Storytelling & Insight Writing

• Choosing the right chart for the question.
• Annotations, tooltips, and guided narratives.
• Building story points (overview).
• Insight checklist: trends, drivers, outliers.

Module 7: Performance & Best Practices

• Extract optimization and efficient filters (intro).
• Reduce dashboard load time: practical tips.
• Data model hygiene and calculation costs.
• Versioning and documentation basics.

Module 8: Publishing & Collaboration

• Publishing to Tableau Server/Cloud (overview).
• Permissions and access concepts.
• Refresh schedules and alerts (overview).
• Sharing dashboards with stakeholders.

Final Project

• Pick a domain dataset: sales, marketing, HR, finance, operations.
• Build: data prep → charts → dashboard → insights summary.
• Deliverables: Tableau workbook + dashboard PDF + insight notes.