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Data Science

Tableau Desktop Foundations: Getting Started and Preparing for the Salesforce Exam

From your first data connection to an interactive dashboard: learn Tableau Desktop and prepare for the Foundations exam at the same time.

After this course, you can connect data in Tableau, prepare it for your question and build charts that show the main point of an analysis at a glance. Individual views become a dashboard that other people can filter themselves. You also know the topics of the Foundations exam and where you still need practice. The course suits you if you work with data regularly but are new to Tableau or have only used it briefly. You do not need any programming knowledge.

BeginnerDE / ENBusiness training · Live online

What you’ll take away.

  • Connect data sources in Tableau and adjust them for analysis
  • Sort, filter and group data to answer specific questions
  • Choose and build a suitable chart type for each question
  • Create simple calculations and quick table calculations
  • Build interactive dashboards and understand the ways to share your results
Tableau (Salesforce)

Your training in detail

Who is it for?
People new to Tableau who work with data regularly, for example in controlling, sales, marketing or analysis.
Prerequisites
No Tableau knowledge is needed. Being comfortable with spreadsheets makes the start easier.
Format & planning
Standard length: 2 training days. A different length can be arranged for companies.

Agenda: from understanding to application

Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.

  1. The workspace, dimensions and measures

  2. Connecting to data and editing the data source

  3. Sorting, filtering and grouping

  4. Essential chart types for analysis

  5. Simple calculations and quick table calculations

  6. Building interactive dashboards and publishing them

  7. Reviewing exam topics and working through sample questions

PRACTICE & TRANSFER

You analyse a sample sales data set and turn it into a dashboard that compares regions and product groups through filters.

Exams, licences & credentials

This course prepares you for the Salesforce Certified Tableau Desktop Foundations exam. Salesforce aims it at people with at least three months of practice in Tableau Desktop, so plan your own practice time after the course. The exam and its fees are included only if your offer confirms this. The certificate comes from Salesforce. This is not an official vendor course unless the offer says so.

Vendor references & review date

Sources checked on 2026-11-04. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.

Your learning content

These objectives describe the training topic. The specific syllabus, dates and trainer are agreed before booking; the written offer is binding.

Individual offer: Availability and delivery are confirmed on enquiry.

Frequently asked questions

Do I need any Tableau experience?

No. The course starts with the workspace and your first data connection. It helps if you can already read spreadsheets confidently.

Is the exam part of the course?

Only if your offer confirms it. The exam and the certificate are handled by Salesforce.

Is the course enough for the exam on its own?

Often not. Salesforce expects at least three months of practice in Tableau Desktop for the exam, so plan your own practice time after the course.

Does Tableau Desktop Foundations: Getting Started and Preparing for the Salesforce Exam include a certificate?

This course prepares you for the Salesforce Certified Tableau Desktop Foundations exam. Salesforce aims it at people with at least three months of practice in Tableau Desktop, so plan your own practice time after the course. The exam and its fees are included only if your offer confirms this. The certificate comes from Salesforce. This is not an official vendor course unless the offer says so.

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