Data & Business Intelligence · Transights certificate
TAB
Business Intelligence with Tableau (TAB)
Why business intelligence with Tableau matters
A chart that answers the right question can settle a discussion that a table of figures would prolong. When analysts can combine sources, derive the metrics that matter and arrange views into a dashboard with a clear narrative, decision-makers see the pattern, the exception and the trend without reading every row.
Without that skill, data reaches meetings as dense tables or as charts that compare the wrong things, and the insight is lost before it reaches the people who need it. This programme takes you from your first data connection to published, interactive dashboards through hands-on sessions, and leads to a Transights certificate of completion.
What you will be able to do
- Connect Tableau to files and databases and prepare data with joins, unions, relationships and blending
- Build bar, line, map and table views, and explore data with filters, sorting and grouping
- Create calculated fields, table calculations and level-of-detail (LOD) expressions
- Design interactive dashboards with dual-axis and combination charts, filters and dashboard actions
- Structure findings into a Tableau story and add trend lines, reference lines and forecasts
- Publish workbooks to a Tableau platform and manage access and data refresh
Course outline: 9 modules
Each module below shows what it covers and what you will be able to do at the end of it.
1. Introduction to Business Intelligence and Tableau
Introduces business intelligence concepts and the Tableau products, interface and workflow.
- Explain the role of business intelligence in decision-making
- Navigate the Tableau workspace and its main components
2. Working with Data in Tableau
Covers connecting to data sources and preparing data in Tableau through joins, unions and data types.
- Connect Tableau to files and databases
- Prepare data using joins, unions and field settings
3. Data Exploration and Basic Visualisations
Covers exploring data with dimensions and measures and building core chart types in Tableau.
- Build bar, line, map and table views from dimensions and measures
- Use filters, sorting and grouping to explore data
4. Calculated Fields and Table Calculations
Covers creating calculated fields and table calculations to derive new metrics from existing data.
- Create calculated fields with logical, string and date functions
- Apply table calculations such as running totals and percent of total
5. Advanced Visualisations and Dashboards
Covers advanced chart types and combining views into interactive dashboards with filters and actions.
- Build advanced charts such as dual-axis and combination charts
- Design interactive dashboards using filters and dashboard actions
6. Storytelling with Data
Covers structuring data findings into a clear narrative using Tableau stories and sound design choices.
- Structure analysis into a logical story for a target audience
- Build a Tableau story that guides viewers through key insights
7. Advanced Data Modelling
Covers combining multiple tables with relationships, blending and level-of-detail expressions for accurate analysis.
- Model multiple tables using relationships and data blending
- Use level-of-detail (LOD) expressions to control aggregation
8. Forecasting, Trends and Analytics
Uses Tableau's built-in analytics features to identify trends, forecast values and highlight patterns.
- Add trend lines, reference lines and forecasts to views
- Interpret trend and forecast results for business planning
9. Publishing and Sharing Dashboards
Covers publishing workbooks to Tableau Server, Tableau Cloud or Tableau Public and sharing them with users.
- Publish workbooks and data sources to a Tableau platform
- Share dashboards and manage access and data refresh
Programme details
| Award | Transights certificate of completion for Business Intelligence with Tableau. |
|---|---|
| Award criteria | Awarded on completing the programme; there is no external or vendor certification exam. |
| Duration | 24 training hours over 4 weeks. |
| Level | Intermediate. |
| Tools used | Tableau (desktop authoring and publishing/sharing of dashboards). |
| Prerequisites | Comfort with basic Excel and working with tabular data; no prior Tableau experience needed. |
| Format | Practical, hands-on sessions: connecting and preparing data, calculations, dashboards and data storytelling. |
| Structure | Nine topics including calculated fields, table calculations, advanced dashboards, storytelling, data modelling, forecasting and publishing. |
| Next step | Participants wanting a multi-tool qualification can continue to Transights' Data Analysis Diploma. |
Your path through TAB
- Enquire and choose your format. Classroom in Cairo, live online, or an in-house cohort for your team. You should be comfortable with basic Excel and tabular data; no prior Tableau experience is needed.
- Learn the nine modules with an instructor. 24 hours over 4 weeks, every live session recorded on our learning platform.
- Practise on business data. Hands-on sessions on connecting and preparing data, calculations, dashboards and data storytelling.
- Receive your certificate. A Transights certificate of completion for Business Intelligence with Tableau, awarded on completing the programme. There is no external exam.
- Take the next step. For a multi-tool qualification, continue to Transights' Data Analysis Diploma.
What you walk away with
- A structured way to turn a business question into a clear, interactive dashboard, ready to use the next working day
- A Transights certificate of completion for Business Intelligence with Tableau
- Recordings of every live session and the course files on our learning platform
- A clear next step to the Data Analysis Diploma
Want the full picture?
The TAB brochure has the complete module outline, exam facts and delivery options in one PDF.
Download the TAB brochure (PDF) Enquire about the next cohort
How you will learn
- Classroom: Interactive sessions at our training and exam centre in Nasr City, Cairo, Egypt.
- Live online: Instructor-led virtual classes for participants anywhere in the region.
- In-house: A private cohort for your team, at your premises and tailored to your context.
- Every live session recorded: Watch any session again, or catch up on one you missed, on our learning platform.
- Official study material: Books, handbooks and course files for the programme, in one place.
Exam and certification
Transights
| Exams | No external exam |
|---|---|
| Certificate | Transights certificate of completion |
| Where you sit it | Awarded on completing the programme |
Who should attend
- Business, data and BI analysts
- Managers and consultants
- Decision-makers presenting data
- Excel and database users
Frequently asked questions
What is the TAB course?
A practical introduction to business intelligence using Tableau. Participants learn to connect, prepare, analyse and visualise data, and to communicate findings through interactive dashboards.
Who should take TAB?
It suits: Business, data and BI analysts; Managers and consultants; Decision-makers presenting data; Excel and database users.
How long is the TAB course at Transights?
24 hours, 4 weeks. It runs live online, in class in Cairo, or in-house for company teams in Egypt and the GCC.
Is there an exam?
There is no external exam. Participants receive a Transights certificate of completion.