search

CUSTOM TABLEAU TRAINING

Turn your investment into a data-capable team

We help organizations roll out Tableau with tailored training based on your data and business goals. By focusing on real workflows and real datasets, we accelerate adoption, improve dashboard quality, and help teams make better decisions, faster.

Get Information on Training

You’ve invested in a powerful analytics platform. The value comes when your team knows how to use it with clarity, confidence, and purpose.  Our training goes beyond features and functions. We focus on how people learn, how teams work, and how insights actually get used.

XeoMatrix ensures your team:

  • Builds a strong foundation through applied, real-world use cases
  • Creates visualizations that communicate meaning and drive decisions
  • Uses advanced capabilities to explore, validate, and explain insights
  • Develops efficient, repeatable workflows that accelerate analytical thinking

Training Designed for Your Organization

No two teams learn the same way. We design each engagement around your goals, workflows, and real-world use cases.

Each Custom Tableau Training session includes:

  • Structured pre-engagement alignment to define objectives, audience needs, and relevant use cases.
  • 10 hours of instructor-led, interactive training spanning foundational through advanced topics.
  • Applied exercises using your data or realistic business scenarios.
  • Full session recordings (MP4) for continued access and reinforcement.
  • Curated session summaries with key takeaways and timestamped navigation.
  • Focus on building lasting capability, not just delivering a one-time training.

What Our Clients Say

XeoMatrix really helped get things done and relieve pressure. It never felt like we were alone on an island. They understood what we needed and felt like they’d been on our team forever.
Leslie Wansing, Director Decision Support at Helzberg Diamonds

Topics

Introduction to Tableau Desktop

Data Connectivity, Data Types, Measures & Dimensions, Discrete vs. Continuous fields

Tableau Desktop Fundamentals

Aggregating Dimensions & Measures, Hierarchies, Filters, Groups, and Sets

Introduction to Tableau Visualizations

Bar Charts, Line Charts, Heat Maps, Geographical Maps, KPIs, Dual Axis Charts, & Scatter Plots, Viz-in-Tooltips

Calculations 101 & Advanced Calcs

Boolean, If/Then, String, Date, Parameters, Table calcs, Level-of-Detail

Dashboard Development & Best Practices

Containers,  Objects, Navigation and Custom Images, Layouts, Filtering, and Dashboard Actions

Included Resources

All XeoMatrix training is delivered live via Zoom and built around your real data. Your team gains hands-on experience creating dashboards and visualizations they can use immediately.

In addition to live training sessions, deliverables include:

  • On-demand Zoom recordings
  • Transcript aligned to discussion topics with minute-by-minute references
  • Quick-reference Tableau field and term guide
  • Tableau functions and commands cheat sheet
  • Starter and completed Tableau workbooks for practice
Contact Us