Working with Tableau and Alteryx (TTTABALX2) Course Details:

Both Tableau and Alteryx have disrupted the world of Data Analytics by offering solutions accessible to the analyst (beyond the realm of the coders and programmers), boosting their productivity and their time to insight along the way. Those solutions combine offer to the analyst full control over the data processing chain, from the moment it is extracted, to the moment it is consumed. Each solution has its strengths:

  • Tableau is a great tool to explore data, and Alteryx is a great tool to prepare data in sequence
  • Alteryx is a great tool to blend data, and Tableau is a great tool to share data
  • Tableau is hiding the complexity from the users, Alteryx is exposing it


    No classes are currenty scheduled for this course.

    Call (919) 283-1674 to get a class scheduled online or in your area!

Session 1: Connecting to Data Sources

  • Connecting to text, Excel, Access, and SQL files
  • Pasting from a clipboard
  • Connecting to other databases
  • Connecting to Windows Azure Marketplace
  • Understanding dimensions and measures
  • Changing data types
  • Applying filters
  • Merging multiple data sources

Session 2: Creating Univariate Charts

  • Creating tables
  • Creating bar graphs
  • Creating pie charts
  • Sorting the graphs
  • Creating histograms
  • Creating line charts
  • Using the Show Me toolbar
  • Creating stacked bar graphs
  • Creating box plots
  • Showing aggregate measures
  • Showing the top 10 items

Session 3: Creating Bivariate Charts

  • Creating tables
  • Creating scatter plots
  • Swapping rows and columns
  • Adding trend lines
  • Selecting color palettes
  • Using dates

Session 4: Creating Multivariate Charts

  • Creating facets
  • Creating area charts
  • Creating bullet graphs
  • Creating dual axes charts
  • Creating Gantt charts
  • Creating heat maps
  • Dueling with dual axes
  • Creating animated visualizations
  • Correcting data exports from Tableau to Excel
  • Blending data
  • Optimizing tips for efficient, fast visualization

Session 5: Creating Maps

  • Setting geographic roles
  • Placing marks on a map
  • Overlaying demographic data
  • Creating choropleth maps
  • Using polygon shapes
  • Customizing maps
  • Introduction to Dashboards
  • Using external data to enrich your dashboard
  • Using custom geocoding in Tableau

Session 6: Calculating User Defined Fields

  • Hierarchies for revealing the dashboard message
  • Classifying your data for dashboards
  • Using predefined functions
  • Calculating percentages
  • Applying the If-Then logic
  • Applying logical functions
  • Showing totals
  • Showing the percentage of totals
  • Guided analytics with Tableau
  • Discretizing data
  • Manipulating text
  • Aggregating data
  • Creating choices in dashboards using conditional logic
  • String manipulation in dashboards


Session 7: Customizing and Saving

  • Adding title and caption
  • Modifying font sizes and colors
  • Applying various marks
  • Adding colors, labels
  • Changing marks sizes
  • Adding reference lines
  • Printing to PDF
  • Saving packaged workbooks
  • Creating a workbook data extract
  • Sharing your results in a meeting
  • Packaging workbooks with data
  • Publishing dashboards to Tableau Server
  • Publishing dashboards to Tableau Public
  • Notes and annotations

Session 8: Exploring and Sharing

  • Saving a workbook on a Tableau server
  • Saving a workbook on the Web
  • Sizing to make a data story
  • Exporting images
  • Exporting data

Session 9: Exploring Advanced Features

  • Viewing data
  • Changing the mark size
  • Using the presentation mode
  • Adding annotations
  • Excluding data on the fly
  • Customizing mark shapes
  • Adding drop-down selectors
  • Adding search box selectors
  • Adding slider selectors
  • Actions and interactions
  • Drilling into the details
  • Working with input controls
  • Creating dashboards
  • Creating parameters
  • Using parameters in dashboards
  • Mobilizing your dashboards
  • Mixing Tableau with Power BI

Working with Alteryx

  • Using the RegEx Tool
  • Using the Formula Tool
  • Blending Data Overview
  • Combining Data by Column Name
  • Combining Data by Column Position
  • Combine Data with Different Fields and Headings
  • Join Two data sets using Key Fields
  • Blending Memory Considerations
  • Join Multiple Data Streams on Key Fields    
  • Parsing JSON Data
  • Downloading JSON Introduction to Geocoding and Drive Time
  • Regression Analysis
  • Server Architecture
  • AB Analysis
  • Clustering and Means Analysis
  • Time Series Forecasting
  • Market Basket Analysis

*Please Note: Course Outline is subject to change without notice. Exact course outline will be provided at time of registration.

This course is divided into two parts. The first part of the course provides students with a deep dive exploration of Tableau's visualization capabilities, and then the second half focuses on creating dashboards.

This course is about 50% hands-on lab and 50% lecture, with multiple practical exercises designed to reinforce core skills and concepts taught throughout the course.  Students will be led through a series of progressively advanced topics, where each topic consists of lecture, group discussion, hands-on lab exercises, and lab review. This course is “skills-centric”, designed to train attendees in essential Tableau data handling functions and reporting skills, coupling the most current, effective techniques with the soundest practices.

Attending students should have a basic understanding of data and databases.


This is an introductory-level course geared for attendees who want a quick introduction to working with both Tableau and Alteryx, or for those who want a refresher of the basics or newer features. Individuals working with data-regardless of technical or analytical background are a fit for this course.

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