Introduction to Tableau for Beginners: Practical Workshop

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11/F, 244-248 Des Voeux Rd Central

Sheung Wan, 00000

Hong Kong

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**This workshop will be in Cantonese**

This will be a practical hands-on workshop

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 learning this trending skill


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


Mr. Danny Chan, has possessed rich experience and knowledge in ERP systems, data warehousing, data analytics, cloud technologies and data science. Mr Chan worked as an IT practitioner over a decade and he is now a professional trainer on Big Data Technology, Data Visualization, Data Mining, Machine Learning and Cloud-based solutions. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University. He is also devoted to learning new technologies and it is worth mentioning that he earned the following professional certifications during the last three years:

1. DELL EMC Data Science Associate
2. AWS Certified Big Data Specialty
3. AWS Certified Solutions Architect (Associate)
4. AWS Certified Developers (Associate)
5. AWS Certified Cloud Practitioner
6. SAS Certified Advanced Programmer for SAS 9
7. SAP Certified Associate Consultant - Financial Management
8. SAP Certified Associate Consultant - Material Management
9. SAP Certified Associate Consultant - Sales and Distribution Management
10. SAP Certified Associate Consultant - Sales and Distribution Management
11. SAP Certified Associate Consultant - Production and Planning Management
12. Microsoft Dynamics AX - Financials
13. Microsoft Dynamics AX - Trade and Logistics.

Mr Chan has a great passion in training and he has a mission to share his expertise and knowledge to those who are keen on learning Big Data and AI technologies from him. His motto is "Learning is fun and it will make your life a success!". So, come and take a course to pave your life to success.

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11/F, 244-248 Des Voeux Rd Central

Sheung Wan, 00000

Hong Kong

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