Learn Tableau

A practical Tableau subject for finance and consulting professionals visualising data and building dashboards. Sixteen courses and projects across four tracks, from Tableau essentials and chart construction through to formulas, Level of Detail expressions, advanced visualisations, financial statements and Tableau Prep. Beginner to Advanced.

Curriculum

16 courses & projects
Total Learning
~30 hours
Level
Beginner to Advanced
Credits
23 CPE/CPD

1M+ learners trained 4.7/5 average G2 rating 80% course completion rate

Why Tableau?

Dashboards and visualisations finance and consulting teams actually trust.

Tableau is the visualisation tool finance and consulting teams reach for when reports need to communicate, not just calculate. This subject takes a complete beginner from the Tableau interface and chart construction through to dashboard design, the full formula language, Level of Detail expressions, advanced visualisations, financial statements and Tableau Prep. No coding background required.

See the learning outcomes →

Beginner to advanced in one subject

Open Tableau in week one. Build advanced LOD expressions and financial statements in Tableau by the end. Skip ahead, jump in mid‑subject, or run it all top to bottom.

Three workplace projects, not just lectures

Workplace cases on dashboard reports for a meal‑prep startup, a dashboard design audit for a newspaper, and identifying profitable airline routes.

A finance and operations stack

Dedicated content on financial statements in Tableau and Tableau Prep for clean, reshaped datasets that are ready for analysis before they hit Tableau Desktop.

Credentials that stand up

Every milestone is independently accredited by CPD, CPE and NASBA, so what learners earn here counts towards continuing professional development.

Learning Outcomes

What learners will be able to do by the end of the program.

Every outcome is mapped to a specific lesson and assessed through scenario‑based exercises. Learners walk away with practical Tableau skills they can apply on the next client engagement, deal review or finance close.

Connect data and build interactive visualisations

Connect datasets to Tableau, get comfortable with the interface, and build interactive visualisations that stakeholders can read at a glance.

Use filters, groups and sets to enhance interactivity

Isolate the right slice of any dataset and build the interactive elements that make a Tableau dashboard genuinely useful, not just decorative.

Design dashboards that communicate clearly

Arrange visualisations into dashboards that lead the eye, surface the message, and survive scrutiny from stakeholders who don't care how clever the build is.

Write Tableau Calculation Language formulas

LOOKUP, WINDOWSUM, IF, AND, OR, plus the date and text functions. The full Tableau formula toolkit, used the way analysts actually use it.

Master Level of Detail (LOD) expressions

Combine different levels of granularity in a single view. LOD expressions have a real learning curve, and that curve is worth climbing.

Optimise performance and connect data sources

Tune joins, blends and calculations for speed. Build advanced charts (layered maps, funnels, waterfalls) and connect to Google Sheets, SQL and Tableau Server.

Prepare and reshape data in Tableau Prep

Clean data with Tableau Prep, merge multiple sources, adjust granularity, and pivot from wide to tall datasets so every dashboard starts from a trustworthy base.

The Curriculum

Sixteen courses and projects across four tracks.

Tableau is built as four tracks. Tableau essentials and dashboard design through to formulas and Level of Detail expressions, advanced visualisations and financial statements, and Tableau Prep, with three workplace projects threaded through. Pick a single track or run the full subject end to end.

Track 01 · 5 items

Tableau Essentials

The starting point. Connect data, build visualisations, filter and group, design dashboards, then a workplace project on a meal‑prep startup's reporting.

  1. Introducing Tableau
    Connect datasets to Tableau, get comfortable with the interface, create interactive visualisations, then save and distribute the work.
  • 2 hours
  • 1.5 CPE/CPD
  1. Creating Visualizations in Tableau
    Tableau's full visualisation toolkit, from simple bar charts to interactive maps and box plots. Learn how and when to use each.
  • 2.5 hours
  • 2.0 CPE/CPD
  1. Filter, Groups, and Sets
    Filters, sets and groups isolate the right slice of the dataset and create the interactive elements that make dashboards useful.
  • 2 hours
  • 1.5 CPE/CPD
  1. Dashboard Design
    Visualisations are only useful when arranged into dashboards that communicate the message. Build dashboards that audiences actually read.
  • 2.5 hours
  • 2.0 CPE/CPD
  1. Prevent decision paralysis with dashboard reports
    A workplace project. Help a meal‑prep startup move from stale PowerPoint reports to a Tableau dashboard that updates automatically and surfaces the right data fast.
  • 1.5 hours
  • 1.5 CPE/CPD

Track 02 · 4 items

Formulas in Tableau

The calculation layer. Tableau's formula language, advanced logical and date functions, Level of Detail expressions, and a workplace project on dashboard design.

  1. Introduction to Formulas in Tableau
    Tableau's Calculation Language, similar to SQL or Excel. Write your first formulas, with built‑in functions like LOOKUP() and WINDOWSUM().
  • 2 hours
  • 1.5 CPE/CPD
  1. Further Formulas in Tableau
    Logical functions (AND, IF, OR), text, time and date functions, and how to use them well in Tableau's calculation engine.
  • 2 hours
  • 1.5 CPE/CPD
  1. Level of Detail Expressions
    Combining different levels of granularity in a single view is hard in Tableau. LOD expressions solve it, with a learning curve worth investing in.
  • 2 hours
  • 1.5 CPE/CPD
  1. Revamp confusing dashboards with a design audit
    A workplace project. Help a newspaper rebuild a failing customer satisfaction dashboard, applying dashboard design principles to restore stakeholder confidence.
  • 1.5 hours
  • 1.5 CPE/CPD

Track 03 · 5 items

Advancing in Tableau

Tableau in production. Performance, advanced charts, data connections, financial statements and a workplace project on profitable airline routes.

  1. Optimizing for Performance
    Tableau combines large data sources and performance can suffer. Reduce loading times by tuning joins, blends and calculations.
  • 1.5 hours
  • 1.0 CPE/CPD
  1. Advanced Visualizations in Tableau
    Beyond the standard charts. Layered maps, funnels and waterfall charts for the questions standard charts can't answer.
  • 1.5 hours
  • 1.0 CPE/CPD
  1. Connecting to Different Data Sources
    Tableau connects to a wide range of sources, from Google Sheets to SQL databases. Connect, join, blend and publish to Tableau Online or Tableau Server.
  • 1.5 hours
  • 1.0 CPE/CPD
  1. Identify profitable airline routes with data visualization
    A workplace project. Help an airport increase direct flights and trim unprofitable routes. Visualise and analyse passenger data to support the decision.
  • 1.5 hours
  • 1.5 CPE/CPD
  1. Preparing Financial Statements
    Build an Income Statement, Balance Sheet and Statement of Cash Flows directly in Tableau. Analyse accounts and build clear visualisations of the financial reports.
  • 2.5 hours
  • 2.0 CPE/CPD

Track 04 · 2 items

Tableau Prep

Clean and reshape data before it hits Tableau Desktop. The unglamorous work that makes every dashboard trustworthy.

  1. Cleaning Data with Tableau Prep
    Use Tableau Prep's basic cleaning tools. Prepare a dataset with errors so it's ready for Tableau Desktop.
  • 1.5 hours
  • 1.0 CPE/CPD
  1. Reshaping Data in Tableau Prep
    Tableau Prep's reshape tools. Merge multiple sources, adjust granularity and pivot from wide to tall datasets.
  • 1.5 hours
  • 1.0 CPE/CPD

The Kubicle Learning Experience

Why learners actually finish and apply what they learn.

Kubicle is engineered around a single goal: practical skills that get used. Every design choice, from lesson length to assessment style, is made to keep finance and consulting professionals engaged and to translate watch time into measurable outcomes at their desk.

Bite‑sized lessons

Most lessons run 5–10 minutes. Designed to fit between meetings, not block out a Tuesday afternoon. The result: 80% completion vs. a 7% industry benchmark.

Real workplace projects

Learners build a portfolio of project work, not a list of completion certificates. Skills practised on the kind of data they'll see on a real engagement.

Frequently Asked

Who is this subject designed for?

Finance and consulting professionals who visualise data and build dashboards: audit, advisory, deals, FP&A, corporate finance and risk. The sixteen courses and projects are pitched at every level, from complete beginners through to advanced LOD expressions and financial statements in Tableau. No prior Tableau experience required to start.