AI and Data in Business
Tableau for Interactive Business Dashboards
This practical course develops directly applicable capability in Tableau for Interactive Business Dashboards. Participants work in depth on Connecting and Preparing Data, and Building Analytical Views, and Tableau Calculations, then convert the methods into tools and actions suited to their workplace.
Objectives
- Apply the principles and methods of connecting and preparing data in a workplace context.
- Apply the principles and methods of building analytical views in a workplace context.
- Apply the principles and methods of tableau calculations in a workplace context.
- Apply the principles and methods of interactive analysis in a workplace context.
- Apply the principles and methods of dashboard assembly in a workplace context.
- Apply the principles and methods of publishing and governance in a workplace context.
Target audience
- Professionals responsible for the subject area
- Managers and supervisors
- Analysts, coordinators, and specialists
- Project and improvement teams
- Employees preparing for broader responsibilities
Program outline
A clear structure for the learning journey.
Outline points are grouped in one designed block instead of being treated as separate module cards.
01Connecting and Preparing Data3 topics
- Live connections and extracts
- Relationships, joins, unions, and data types
- Source filters and data-quality checks
02Building Analytical Views3 topics
- Dimensions, measures, discrete, and continuous fields
- Sorting, grouping, hierarchies, and sets
- Calculated fields for business logic
03Tableau Calculations3 topics
- Row-level and aggregate calculations
- Table calculations and addressing
- Level-of-detail expressions for stable metrics
04Interactive Analysis3 topics
- Filters, parameters, actions, and tooltips
- Drilldown and cross-highlight behavior
- Designing interaction without confusing users
05Dashboard Assembly3 topics
- Containers, device layouts, and visual hierarchy
- Performance-aware sheet design
- Titles, legends, annotations, and accessibility
06Publishing and Governance3 topics
- Workbook validation and user testing
- Permissions, certified sources, and refreshes
- Publishing a documented executive dashboard
Materials provided
- ○ Course-specific presentation slides
- ○ Practical exercises and facilitated activities
- ○ Course-specific worksheets, checklists, and templates
- ○ Applied workplace case studies
- ○ 4D Certificate of Completion issued by 4D Training & Consultancy
- ○ Post-course support for implementation questions
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 4D
4D adapts this program to the participant group and workplace context. Delivery combines structured explanation with course-specific exercises, realistic cases, working tools, and an action-planning component so participants can transfer the learning to their roles.
Related courses
AI Agents and Workflow Automation for Business Operations
This course helps business and operations teams understand how AI agents and workflow automation can reduce repetitive work, improve handoffs, and support faster execution. Participants learn how to map processes, identify automation candidates, design human-in-the-loop controls, and manage risks before scaling AI-enabled workflows.
View courseAI Change Management and Adoption for Managers
This course helps managers lead teams through AI adoption with clarity, confidence, and responsible use. Participants learn how to address resistance, redesign work, set expectations, coach employees, define safe-use rules, and measure adoption without creating fear or unrealistic expectations.
View courseAI for Business Leaders and Department Managers
This course helps business leaders and department managers understand how artificial intelligence can be used responsibly across departments. Participants explore practical AI use cases, productivity opportunities, governance requirements, implementation risks, and decision-making considerations without needing a technical background.
View course