Dr Data Insight - Tableau Basics Course

Welcome

M1: Getting Started Tableau

Welcome to the Tableau Basics Course

In today’s data-driven healthcare environment, turning complex data into clear, actionable insights is essential—and Tableau is one of the world’s leading tools for doing exactly that. Used across industries and increasingly within NHS Trusts and Integrated Care Systems (ICSs), Tableau empowers professionals to build interactive dashboards, uncover patterns, and communicate trends with speed and clarity.

This beginner-friendly course is designed to help you confidently explore and visualise data using Tableau. You’ll learn how to connect to data sources, create insightful charts, and build dashboards that support decision-making in clinical, operational, and management contexts. With over 100,000 organisations worldwide using Tableau, and growing adoption in NHS transformation programmes, these skills are highly relevant and in demand.

Whether you're a data analyst, healthcare professional, or new to data visualisation, this course will equip you with the tools to make your data speak—and drive better decisions, faster.

Welcome to Tableau Basics — your hands-on guide to building impactful data visualizations! Below is a breakdown of the modules included in this course:
Module 1: Getting Started with Tableau
🔹 Introduction to Tableau
🔹 Tableau Desktop vs. Tableau Public
🔹 Connecting to Data Sources
🔹 Navigating the Tableau Interface
🔹 Building Your First Visualization
🔹 Saving and Publishing Your Work
Module 2: Filters, Parameters & Drill-Down
🔹 Using Filters for Data Exploration
🔹 Quick Filters vs Context Filters
🔹 Creating and Using Parameters
🔹 Drill-Down and Hierarchies
🔹 Interactive Dashboards with Filters
Module 3: Visual Best Practices
🔹 Choosing the Right Chart Type
🔹 Color, Size, and Shape – What to Use When
🔹 Avoiding Common Visualization Mistakes
🔹 Designing for Clarity and Insight
🔹 Accessibility and Audience Consideration
Module 4: Calculated Fields & Data Blending
🔹 Introduction to Calculated Fields
🔹 String, Date, and Logical Functions
🔹 Table Calculations and Level of Detail (LOD)
🔹 Blending Data from Multiple Sources
🔹 Managing Relationships and Joins
Module 5: Presenting Dashboards & Interviews
🔹 Designing Effective Dashboards
🔹 Layout, Containers, and Navigation
🔹 Storytelling with Data
🔹 Tips for Presenting in Stakeholder Meetings
🔹 Interview Scenarios & Common Tableau Tasks
🔹 Final Capstone Dashboard Project

Disclaimer: The videos included have been thoughtfully selected to support and enrich the learning experience. While not essential to the completion of the course, they offer valuable insights that may deepen your understanding of the module content. Dr Data Insights does not claim authorship or involvement in the creation of these tutorials.

Module 1: Getting Started with Tableau

Module 2: Filters, Parameters & Drill-Down

Module 3: Visual Best Practices

Module 4: Calculated Fields & Data Blending

Module 5: Presenting Dashboards & Interviews