These references are from the perspective of someone who has worked with Microsoft Power BI for years and then needed to learn Tableau.
Note: Creating this page reminded me of the difficulty in creating a taxonomy/classification of links.
|Free Training Videos
|From Tableau. (Especially the 9 videos in the “Getting Started” section), total of 20 minutes. Very dense, useful introduction to Tableau Desktop.
|Tableau Basics Full Course by Learnit
|YouTube (6:40:32) by Trish Conner-Cato
|Getting Started with Tableau
|Tableau Desktop Crash Course | Tableau training for beginners
|YouTube (3:44:07) From Tableau Tim (Tim Ngwena, a Tableau Visionary).
I have not actually seen this. Please let me know if you like it.
|Tableau Desktop Resources for Newbies
|by Katie Kilroy from Tableau.
|What Is Trailhead? All About Salesforce’s Free Online Learning Platform
|“Anyone can skill up with Trailhead. Whatever your background or interest, there’s a learning path for you.” by Ann Weeby at Salesforce.
|Get Answers from the Tableau Community.
|Discover Tableau Public
|“A free platform to explore, create, and publicly share data visualization online.”
|Tableau Blueprint Overview
This is really a parent document to many other documents.
|The Tableau Workspace
|Parts of the View
(Axes, Panes, Cells, Marks, Tooltips, Titles, Captions, Field Lables, and Legends)
|Shelves and Cards Reference
|A Guide to Charts
|From Tableau. Separate linked topics for each of the following visualization types:
Packed Bubble Chart
Box & Whisker
|Data Source Page (tour of the UI)
|Create Custom Color Palettes
|Tableau Functions (by Category)
|From Tableau. Here is the link to the “Alphabetical” listing.
|Format Numbers and Null Values
|Show, Hide, and Format Mark Labels
|Sort Data in a Visualization
|Removing “Abc” Placeholder Text
|Best Practices for Telling Great Stories
|Tableau Workbook Performance Checklist
|From Tableau. This leads to various additional resources. See this additional resource from InterWorks.
|10 hacks to make your dashboard GREAT!
|By Louis Yu found at Tableau Public
|Parameters – How-to and Use Cases
|By Jim Dehner.
|When to Use Filters, Groups & Sets in Tableau
|Filters and Level of Detail Expressions
|From Tableau. I like the graphic in this reference which describes the timing of filter applications.
|How to Spot Misleading Charts
|A Checklist by Sue Kraemer, Senior Data Skills Curriculum Strategy Manager, Tableau.
Many additional visualization best-practice and related references!
|Use Background Images in Your Views
|The Order of Things: How to Control the Layout of Marks
|by Florian Ramseger, Product Specialist, Tableau Public.
|Tableau REST API
|Tableau’s Order of Operations
|Good, thorough reference, from Tableau.
|Tableau Beginners | Understand Tableau’s Data Model
|YouTube (14:40) from The Information Lab (NL).
|Unlocking Data Access for Business Users in Tableau: A Step-by-Step Guide
|by Matthias Giger from the Tableau Blueprint.
|Connect to a Custom SQL Query
|Using Custom SQL in Tableau: Points to Consider
|From The Information Lab.
|What is the difference between Custom SQL and Initial SQL?
|Tableau forum reference.
|A Comprehensive Guide to Custom SQL in Tableau
|SQL with Tableau
In this tutorial, you will learn how to connect Tableau to a Microsoft SQL Server database and then analyze the data to get insights.
|How Relationships Differ from Joins
|From Tableau. Excellent reference with multiple graphics.
|Advanced Tableau Dashboard Formatting Tips and Techniques
|From Data Crunch.
|Best Practices for developing Tableau Dashboards (Step 7.3)
|UCSF Data Resources.
|Control Vertical Alignment of Text In Title Container for Tableau Dashboards
|5 easy cheats to make stellar Tableau dashboards
|by Bridget Cogley at TableauFit.
|The Ultimate Guide to Tableau Dashboards (+ Examples)
|by Hady Elhady at Layer.
|How To Avoid the Dystopian and Dope Extremes of Dashboard Development
|by Robby White at Interworks.
|Using Lines, Borders And Padding To Split Up Your Dashboard
|by Timothy Manning (a.k.a., TableauTimothy) at The Data School
|Tableau Date Calculations Cheat Sheet
|Tableau Date Calculation Cheat Sheet
|by Ken Flerlage at The Flerlage Twins.
|Understanding Level of Detail (LOD) Expressions
|Downloadable whitepaper, detailed, from Tableau.
|Can I combine FIXED and INCLUDE/EXCLUDE within the same calculated field?
|Tableau forum question.
Good case study question, code sample and output screenshots!
|Tips for Working with Calculated Fields in Tableau
|Comment Your Code in Tableau!
|by Tim Costello at Interworks
|20 Uses for Tableau Level of Detail Calculations
|by Ken Flerlage at The Flerlage Twins.
|Tableau to Power BI: FIXED LOD Expressions
|by David Eldersveld at DataVeld
|What is a Tableau Style Guide
Check the “Related Resources”, too
|Save time with these 10 Tableau shortcuts
|by Tableau Zen Master Jeffrey Shaffer.
Google doc link
|by Brian & Jacqi Moore at Do Mo(o)re With Data.
“By going through a list of common data source and publishing checklist items before publishing, you can prevent a lot of common issues with data sources and dashboards from making it to your users.”
|Tableau Desktop – Latest Release download link and info
|Understanding License Models and Product Keys
|DataFam Roundup: October 16–20, 2023
|Tableau blog, ton of potentially useful links.
|How To Build Collapsible Menus In Tableau
|by Luke Stanke at phData.
|Top articles on Tableau, Alteryx and Data
|TAR Solutions blog.
|Let’s build – A dynamic table allowing your viewers to select the drill down dimensions
|by Steffen at Tableau Adventurer.
He uses some infrequently used Tableau functions. Not all of them (i.e., REGEXP_EXTRACT( ) ) are available for use with SQL Server.
Lots of other great topic links on the side, too.
|4 Design Techniques that I am Obsessed With
|by Kevin Flerlage at The Flerlage Twins.
|Several free downloadable ebooks
|Moxy Analytics (Flerlages)
|How to Drill into a Single Row of a Text Table in Tableau
Tableau Tip: Single Row Drilldown “Deluxe”
|by Ryan Sleeper at Playfair Data
|“Recognized for their contributions, they are nominated by the community and represent diverse skill sets, backgrounds, and interests from all around the world.”
|“Tableau Ambassadors teach and share while fostering a positive and supportive space within the community.”
2023 Tableau Ambassadors
|What is Tableau’s Iron Viz?
Top 10 Qualifiers for Iron Viz 2024
|Tableau Desktop Specialist
Tableau Data Analyst
Tableau Server Associate
Certified Tableau Consultant
Certified Tableau Architect
Click on the picture below on some certification advice from Interworks, and see this link also.
|Roman empire visualization and timeline
|by Nir Smilga