Introduction to Tableau for Beginners: Practical Workshop

11/F, 244-248 Des Voeux Rd Central, Sheung Wan

This will be a practical hands-on workshop This workshop will be in Cantonese

This is an introductory session of Tableau, a state-of-the-art business intelligence tool, which would enable you to design dashboards and smart charts for your management. Using this tool, you will be able to transform a massive number of regular reports into consolidated charts powered with interactive data filtering, drill-through analysis and exception highlighting with ease.

During the session, you will have hands-on practice with this software and will realize how more powerful it is, relative to using traditional spreadsheets.

Having learnt even the basic Tableau functions, you will certainly have a WOW surprise!

Practical Workshop:
  1. Reporting Needs of Various User Roles

  2. Loading Data into Tableau

  3. Dimensions and Measures

  4. Dimension Filtering

  5. Top-N Analysis

  6. Bar Chart, Line Chart and Scatter Plot

  7. Data Grouping

  8. Use of Sets for Focus Analysis

  9. Color Highlighting of Figures

  10. Drill-Down Feature

  11. Adding Totals and Percentages

  12. Simple Map Design

Chart Demonstration:
  1. Market Basket Analysis

  2. New Customer Analysis

  3. Customer Second Purchase Analysis

  4. Pareto Sales Distribution

  5. Bump Chart for Customer/Product Rank Change Analysis

  6. Moving Average Analysis and Bollinger Band for Stock Price Change

  7. Financial Analysis with YTD, QTD, MTD, YoY Comparison, Rolling Sum, Compound Growth Percentage

  8. Sales Management Report

Who Should Attend:

  1. Executives

  2. Data Analysts

  3. Sales / Marketing Analysts

  4. BI Developers

  5. General Excel Users

  6. Those interested in Impressing Your Boss with Your Charting Skills


  1. You are required to bring your own notebook computer (preferably installed Windows 10)

  2. The tutor will guide you to install Tableau Public which is free of charge


W.C. Chan


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