myCPE
myCPE

Tableau Fundamentals for Professionals 1 Credit

Tableau Fundamentals for Professionals 1 Credit

  • Rating

    4.4
  • Published on

    May, 2024
  • Subject Area

    Information Technology

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  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • Explain what Tableau Is and Isn’t.
  • Discuss how to form a relationship in Tableau.
  • Know how to build a basic Tableau report, including filtering.
  • Analyze how Accountants and professionals can use this tool.

Course Overview

Are you curious about using Tableau in your line of work?  Join us for an engaging 1-hour presentation that will give you a high-level overview of Tableau.

In this CPE Course, we'll take you on a journey through the world of Tableau, providing a high-level overview that demystifies its functionalities. From understanding what Tableau is to mastering Tableau Public, we'll equip you with the essential skills to leverage this powerful tool effectively.

But that's not all - we'll delve into the nitty-gritty of connecting files in Tableau and designing impactful reports. With hands-on demonstrations, you'll learn how to create cross-tab reports and captivating pie graphs using real-world data sets. Get ready for a deep dive into the world of data visualization, where filtering becomes your secret weapon for unlocking insights.

This CPE Information Technology Course will explore how professionals can leverage Tableau to elevate their game. Discover how this tool can streamline your workflow, enhance decision-making, and unleash your analytical prowess.

Key topics covered:

  • What is Tableau?
  • How to get Tableau Public?
  • Tableau’s Connectivity
  • Basic anatomy and layout of Tableau
  • Simple Visualizations
  • How accountants can use Tableau?

Join this CPE course and delve into Tableau basics, empowering yourself with the skills needed to visualize data seamlessly and streamline reporting tasks.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 1 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 1 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Statement Analysis for CIPM 1 PL Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Information Technology for Certified Management Accountants (CMA) 1 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 1 CPD Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Statement Analysis for CIPM 1 PL Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today! 

About Instructor

Shea Boothe
Shea Boothe

CFO/Controller, Concord University

  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating

Shea Boothe holds a CPA license in the State of West Virginia.  He also holds a Professional in Human Resources (PHR) certification.  He holds a Master of Professional Accountancy from West Virginia University and an Executive Certificate in Business Administration from Liberty University.  His undergraduate degree is in Business Administration from Concord University.  

Shea currently is the Controller of a public 4-year university, where he prepares the financial statements and manages budgetary control.  Previously roles include Budget Director, Assistant Controller, and Payroll Manager.  He has also taught courses at the collegiate level.  

He is an active member of the West Virginia Society of CPAs and the treasurer of the Concord University Alumni Association.  Shea is also 10-year volunteer of the IRS’s Volunteer Income Tax Assistance (VITA) program, helping prepare tax returns for underprivileged individuals.  

Shea’s professional interests and expertise include GASB accounting and the intersection of technology and accounting.  He is passionate about sharing knowledge with others and developing efficient and effective processes.  

In his free time, Shea enjoys traveling to multiple beaches along the eastern seaboard.  He also enjoys spending time with his nephews and his pet cat.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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GO

Greg Ostock, PMI-PBA
5

Nice intro to Tableau with a walkthru demo and available resources.

CC

Charlene Chang, CPA (US)
5

Very good introduction to Tableau and it's easy to follow!

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