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.
Program outline
Outline points are grouped in one designed block instead of being treated as separate module cards.
Module 1: Connecting and Preparing Data
Live connections and extracts
Relationships, joins, unions, and data types
Source filters and data-quality checks
Module 2: Building Analytical Views
Dimensions, measures, discrete, and continuous fields
Sorting, grouping, hierarchies, and sets
Calculated fields for business logic
Module 3: Tableau Calculations
Row-level and aggregate calculations
Table calculations and addressing
Level-of-detail expressions for stable metrics
Module 4: Interactive Analysis
Filters, parameters, actions, and tooltips
Drilldown and cross-highlight behavior
Designing interaction without confusing users
Module 5: Dashboard Assembly
Containers, device layouts, and visual hierarchy
Performance-aware sheet design
Titles, legends, annotations, and accessibility
Module 6: Publishing and Governance
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.
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