Tableau Resources

Tableau Conference 2024 – San Diego

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 VideosFrom 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 LearnitYouTube (6:40:32) by Trish Conner-Cato
Getting Started with TableauFrom Tableau.
Tableau Desktop Crash Course | Tableau training for beginnersYouTube (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 Newbiesby 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.
Think Data ThursdayFrom Tableau. Bunch of videos.
MLuttonBIMatt Lutton’s blog site with lots of video links.

Explore ForumsGet Answers from the Tableau Community.
Discover Tableau Public“A free platform to explore, create, and publicly share data visualization online.”
Tableau Desktop – Release ListFrom Tableau. Includes download links.
Tableau Blueprint OverviewFrom Tableau.
This is really a parent document to many other documents. Guidance. Governance. Strategy. Adoption.
The Tableau WorkspaceFrom Tableau.
Parts of the View From Tableau.
(Axes, Panes, Cells, Marks, Tooltips, Titles, Captions, Field Lables, and Legends)
Keyboard ShortcutsFrom Tableau, for both Windows and Mac.
Shelves and Cards ReferenceFrom Tableau.
A Guide to ChartsFrom Tableau. Separate linked topics for each of the following visualization types:

Pie Chart
Bar Chart
Line Chart
Bullet Graph
Packed Bubble Chart
Box & Whisker
The Best Visualization for YouFrom Tableau. Map vs. Bar, Line vs. Bar, Text Table vs. Bar, etc.
Data Source PageFrom Tableau. Nice “tour” of the UI.
Create Custom Color PalettesFrom Tableau.
Tableau Functions (by Category)From Tableau. Here is the link to the “Alphabetical” listing.
Format TextFrom Tableau.
Format Numbers and Null ValuesFrom Tableau.
Show, Hide, and Format Mark LabelsFrom Tableau.
Sort Data in a VisualizationFrom Tableau.
Removing “Abc” Placeholder TextFrom Tableau.
Best Practices for Telling Great StoriesFrom Tableau.
Tableau Workbook Performance ChecklistFrom 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 CasesBy Jim Dehner.
When to Use Filters, Groups & Sets in TableauFrom InterWorks.
Filters and Level of Detail ExpressionsFrom Tableau. I like the graphic in this reference which describes the timing of filter applications.
How to Spot Misleading ChartsA Checklist by Sue Kraemer, Senior Data Skills Curriculum Strategy Manager, Tableau.
Many additional visualization best-practice and related references!
Use Background Images in Your ViewsFrom Tableau.
The Order of Things: How to Control the Layout of Marks by Florian Ramseger, Product Specialist, Tableau Public.
Tableau REST APIFrom Tableau.
Tableau’s Order of OperationsGood, thorough reference, from Tableau.

Tableau Beginners | Understand Tableau’s Data ModelYouTube (14:40) from The Information Lab (NL).
Unlocking Data Access for Business Users in Tableau: A Step-by-Step Guideby Matthias Giger from the Tableau Blueprint.
Connect to a Custom SQL QueryFrom Tableau.
Using Custom SQL in Tableau: Points to ConsiderFrom The Information Lab.
What is the difference between Custom SQL and Initial SQL?Tableau forum reference.
A Comprehensive Guide to Custom SQL in TableauFrom Zenlytic.
SQL with TableauFrom DataCamp.

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 JoinsFrom Tableau. Excellent reference with multiple graphics.
The Tableau Data ModelFrom Tableau. Excellent reference describing the differences between logical and physical data layers and excellent supporting graphics.
Relate Your DataFrom Tableau. Excellent reference. Describes relationships v. joins and more.
Connecting to Multiple Data Sources Without Joining or BlendingFrom Salesforce.

Tableau Dimension vs Measure: 4 Important Differencesby Enterprise DNA.
Tableau Tips | Exclude & Keep Only Option Disableby CrackerzIn.
NULL Handling
How to Replace NULLs in Tableauby Pop!Automation.
How to Remove Null Values in Tableau: 4 Quick Waysby Enterprise DNA.
Replacing Null LiteralsTableau knowledgebase, 3 solutions.
Replace NULL in Numeric FieldTableau forum post.
Display Data Without AggregationTableau forum post.
How to remove null values from date fieldsby Steffen at Tableau Adventurer
Turning “Null” Dates into Blank Values in Tableau – InterWorksby Interworks.
Conditional Formatting
How To Display Text Labels In Different Colors According To ConditionsFrom Tableau.
Conditional Colouring of Totals and Subtotals in Tableauby Anna Prosvetova at The Data School
Tableau Tutorial – Improved Tables – KPIs, Conditional Formatting, Sparklines (Step-by-Step Tutorial)by SQLBelle, YouTube 36:06.
Tableau Conditional Formatting: Easy Steps & Hacks To Follow in 2024by Sergii Fedianin at
Ultimate Guide to Tables in Tableau, Part 5: (Custom) Headers

Part 1: Introduction
Part 2: Pagination
Row Density
Filtering with Tables
by Luke Stanke at phData (
Sort Data in a VisualizationFrom Tableau.
Sorting in Tableauby Fabricia at TAR Solutions. Sorting isn’t trivial in Tableau.
How to implement a sort order based on another field from data source?Tableau forum post.
How can I sort months based on their order? Right now it’s on the basis of the alphabetical orderTableau forum post.
How to Set Up a Nested Sort on Multiple Fields in Tableauby Eric Parker at OneNumber
The Definitive Guide to Filters in Tableauby Ethan Lang at PlayfairData.

There is an excellent, animated GIF of the Tableau “Order of Operations”.
Filters in Tableau: The Ultimate Guideby ArtOfViz. Descriptions of the following filter types in Tableau: Extract, Data Source, Context, Dimension, Measure, and Table Calculation Filters (and Extra Filters).
Creating a Filter for Start and End Dates Using ParametersFrom Tableau.
Filter ActionsFrom Tableau.
Clearing All Filters and Filter Actions on a Dashboard with One ClickFrom Salesforce. That is, create a button to clear all filters.
Proper Use of Context FiltersFrom Tableau.
 Use Context FiltersFrom Tableau.
What is a Context Filter in Tableau?by Enterprise DNA. How to Apply and Set
Tips for Formatting Text Tables in Tableauby Ryan Sleeper at Playfair.
3 Ways to Create Charming Crosstabs in TableauAlso by Ryan Sleeper at Playfair.
A Deep Dive into Tableau’s Format Paneby Grant Eisenmenger at interworks.
Add a Column Header for a MeasureFrom the Tableau Community Forums.

Advanced Tableau Dashboard Formatting Tips and TechniquesFrom Data Crunch.
Best Practices for developing Tableau Dashboards (Step 7.3)UCSF Data Resources.
Control Vertical Alignment of Text In Title Container for Tableau Dashboardsby
5 easy cheats to make stellar Tableau dashboardsby 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 Developmentby Robby White at Interworks.
Using Lines, Borders And Padding To Split Up Your Dashboardby Timothy Manning (a.k.a., TableauTimothy) at The Data School
Adding Borders Around Sheets on Dashboardsby Tableau.
Tableau Server Permission Icons by Bryce Larsen at Medium

This allows you to build a clever admin report of the “securables”, “principals”, and the permissions assigned.

Tableau Date Calculations Cheat Sheetby pHData.
Tableau Date Calculation Cheat Sheetby Ken Flerlage at The Flerlage Twins.
Demystifying Dates in Tableauby Deepak Holla at Medium (may need a subscription).
Dynamic Default Date Parameters: No Time Like the Presentby Caitlin Walsh at The Data School.
The Key to Dynamic Parameters & Some Good Use Casesby Kevin Flerlage at Flerlage Twins.
Understanding Level of Detail (LOD) ExpressionsDownloadable 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!
Tableau LoDs Converted into Power BI DAX – Part 1

How to use Tableau’s FIXED LOD in Power BI by DAX?
By Sekou Tyler.

by Joe Chan.
Tips for Working with Calculated Fields in Tableauby Tableau.
Comment Your Code in Tableau!by Tim Costello at Interworks
20 Uses for Tableau Level of Detail Calculationsby Ken Flerlage at The Flerlage Twins.
Tableau to Power BI: FIXED LOD Expressionsby David Eldersveld at DataVeld
At the Level – Unlocking the Mystery Part 1: Ordinal Calcsby Jonathan Drummey at Drawing with Numbers (recommended link on Table Calculations from Marleen Meier…
AGG in Tableau: Explained With Examplesby EnterpriseDNA.

What is a Tableau Style GuideFrom DataBrains
Check the “Related Resources”, too
Save time with these 10 Tableau shortcutsby Tableau Zen Master Jeffrey Shaffer.
Publishing Checklist

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 KeysTableau documentation.
DataFam Roundup: October 16–20, 2023Tableau blog, ton of potentially useful links.
How To Build Collapsible Menus In Tableauby Luke Stanke at phData.
Top articles on Tableau, Alteryx and DataTAR Solutions blog.
Let’s build – A dynamic table allowing your viewers to select the drill down dimensionsby 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 Withby Kevin Flerlage at The Flerlage Twins.
Several free downloadable ebooksMoxy 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.
How to Build Collapsible Containers Five Different Ways(Tableau Public) by Data Coach.
Tableau Zen Master builds Collapsible TablesYouTube (24:18) by Tableau Zen Master Luke Stanke.
Action AnalyticsLibrary, including videos.
The Visual CapitalistBunch of infographics, not vendor specific.
BLOGGERS and YouTubers
Baraa Khatib SalkiniBlogsite

Tableau Public

YouTube Channel
Andy KriebelThe VizWiz, a “highly decorated” Tableau professional.

Tableau Visionaries“Recognized for their contributions, they are nominated by the community and represent diverse skill sets, backgrounds, and interests from all around the world.”

Tableau Visionaries were formerly called Tableau Zen Masters, explained here, with the 2021 Zen Master List.
Some Tableau Visionaries elevate to the Tableau Visionary Hall of Fame“Hall of Fame Visionaries serve at least 5 terms and are selected based on overall contributions to and stewardship of the Tableau Community. We are privileged to recognize these individuals for their dedication to the Visionary Program.”
Tableau Ambassadors“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 CertificationsTableau 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 timelineby Nir Smilga

Tableau Newbies
Tableau Chicago
Tableau New York City