Learning
Free Training Videos
Tableau Desktop
Do you have data and Tableau Desktop? These videos are for you! Learn how to connect, explore, analyze, present, and share your data.
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Getting Started25 min
What is covered:
Downloaded a trial version of Tableau Desktop? Connecting to your data for the first time? Want to know how to begin? This is the video for you. -
The Tableau Interface4 min
What is covered:
- Menus and Toolbar
- Data Pane
- Analytics Pane
- Sheet Tabs
- Shelves and Cards
- Marks Card
- Legends
- Layout for Dashboards & Stories
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Distributing and Publishing4 min
What is covered:
- Ways to Share
- Exporting Images and PDFs
- Workbook File Types
- Opening Workbook Files
- Sharing Securely
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Getting Started with Data6 min
What is covered:
- Connecting to an Excel file
- The Data Source Page
- Adding Another Data Source
- Live versus Extract
- Bringing in More Data with Joins
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Managing Metadata4 min
What is covered:
- Editing Metadata
- Editing Data Connections
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Managing Extracts4 min
What is covered:
- Creating Extracts
- Using Extracts
- Refreshing Extracts
- Changing Data Sources
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Saving and Publishing Data Sources7 min
What is covered:
- Saving Data Sources
- Why Publish Data Sources?
- Publishing a Data Source
- Publishing Extracts to Tableau Online
- Editing a Published Data Source
- A Note on File Types
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Data Prep with Text and Excel Files5 min
What is covered:
- Data Interpreter
- Pivot
- Metadata Grid
- Split
- Custom Split
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Join Types with Union4 min
What is covered:
- Join Types
- Inner Joins
- Left Joins
- Right Joins
- Outer Joins
- Union
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Cross-database Joins3 min
What is covered:
- Data from different sources
- Cross-database joins
- Using Integrated Data Sources
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Data Blending5 min
What is covered:
- What is Data Blending
- The Blend Relationship
- How to Blend
- Swapping Primary and Secondary Data Sources
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Additional Data Blending Topics4 min
What is covered:
- Data Blending and Calculations
- Working with Aggregated Data in Calculations
- Working with Null values
- Asterisks when Blending
- Asterisks Solution
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Connecting to PDFs9 min
What is covered:
- Connecting to PDF data tables
- Union
- Cleaning up imperfect tables
- Dealing with null values
- Fixing headers and pivoting
- Realiasing members of a field
- Recreating Groups and Hierarchies
- Tips on working with PDFs
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Connecting to Cubes7 min
What is covered:
- Introduction to Cubes
- Differences vs Relational Data Sources
- KPIs
- Grouping
- Connecting
- Hierarchies and Filters
- Continuous Date Filters
- Sets for Non-Hierarchical Quick Filters
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Getting Started with Visual Analytics6 min
What is covered:
- Working with Marks
- Changing Mark Types
- Aggregation & Number of Marks
- Building the View
- Level of Detail
- Highlighting
- Show Me
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Drill Down and Hierarchies5 min
What is covered:
- Hierarchy Drill Down
- Drill Down to Data
- Building Hierarchies
- Working With Hierarchies
- Date Hierarchies
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Sorting4 min
What is covered:
- Ways to Sort
- Sorting from the Pill
- Sorting Across Panes
- Clearing Sorts
- Pill Type and Sorting Options
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Grouping4 min
What is covered:
- Grouping
- Grouping from the Header
- Grouping from the Data Pane
- Using a Grouped Field
- Grouping Marks - Visual Grouping
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Additional Ways to Group4 min
What is covered:
- Using Calculations to Create Groups
- Parameterized Calculated Groups
- Creating and Using Bins
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Creating Sets6 min
What is covered:
- Sets
- Creating Sets from Marks
- Creating Sets from a Computation
- Combining Sets
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Working with Sets4 min
What is covered:
- Editing Sets
- IN/OUT versus Members
- Sets and Filters
- Sets in Hierarchies and Calculations
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Ways to Filter2 min
What is covered:
- Ways to Filter
- Removing Filters
- More Information
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Using the Filter Shelf7 min
What is covered:
- Pill Types and Filtering
- Filtering Dimensions
- Filtering Measures or Continuous Dimensions
- Filtering Continuous Dates
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Interactive Filters4 min
What is covered:
- Basic Interactive Filters
- Layout Mode for Interactive Filters
- Cascading Interactive Filters
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Where Tableau Filters4 min
What is covered:
- Summary/Aggregate Filtering
- Record Level Filtering
- Data Source Filtering
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Additional Filtering Topics7 min
What is covered:
- Context Filters
- Apply to Worksheets
- What Field to Filter On
- Filter Order of Operations
- Performance and Filter Queries
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Parameters5 min
What is covered:
- What is a Parameter
- Using Parameters
- Parameters with Filters
- Parameters with Sets
- Parameters with Calculated Fields
- Parameters with Reference Lines
- Parameter Types
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Formatting7 min
What is covered:
- Marks Card Options
- Labels
- Annotations
- Tooltips
- Formatting Specific Parts of the View
- Editing and Formatting Axes
- Map Layers
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The Formatting Pane7 min
What is covered:
- Formatting Menu
- The Format Pane Settings
- Font
- Alignment
- Shading
- Borders
- Lines
- Copy & Paste Formatting
- Workbook Level Formatting
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Tooltips7 min
What is covered:
- Storytelling with tooltips
- Tooltip selection
- Command Buttons
- Actions from tooltips
- Conditional tooltips
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Trend Lines5 min
What is covered:
- Adding Trend Lines
- Trend Line Options
- Trend Line Significance
- Residuals
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Reference Lines7 min
What is covered:
- Adding a Reference Line
- Reference Line Options
- Formatting Reference Lines
- Lines, Bands, Distributions, Boxes
- Reference Bands
- Reference Distributions
- Box Plots
- Drop Lines
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Forecasting6 min
What is covered:
- Creating a Forecast
- Forecast Options
- Describing the Forecast
- Constraints on Forecasting in Tableau
- Forecast Fields
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Clustering2 min
What is covered:
- k-means Cluster Analysis
- Using Clustering in Tableau
- Working with Clusters
- Conditions for Clustering
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Analysis with Cubes and MDX5 min
What is covered:
- MDX
- Creating a Calculated Member for Grouping
- Cohort Calculations
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Getting Started with Dashboards and Stories4 min
What is covered:
- Dashboards and Stories
- Working with Views in Dashboards and Stories
- Working with Sheets
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Building a Dashboard5 min
What is covered:
- Dashboard Size
- Adding Views to a Dashboard
- Adding Objects to a Dashboard
- Fitting Sheets
- Legends and Quick Filters
- Filters on Dashboards
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Dashboard Layouts and Formatting6 min
What is covered:
- Tiled and Floating Layouts
- Floating Objects
- Titles and Dynamic Values
- Format Menu
- Images and Web Pages
- Layout Containers
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Device Designer5 min
What is covered:
- The Default Layout
- Adding a Device Layout
- Customizing Layouts
- Adding Content
- Adding More Device Layouts
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Dashboard Interactivity Using Actions5 min
What is covered:
- Actions
- Highlight Actions
- Filter Actions
- URL Actions
- Using Field Names in URLs and Names
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Story Points5 min
What is covered:
- What Are Story Points
- Creating a New Story
- Updating a Point
- Creating Additional Points
- Fitting Visualizations in Stories
- Updating the Underlying Sheet
- Rearranging Content
- Annotating with Descriptions
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Getting Started with Mapping3 min
What is covered:
- Coordinate Points
- Plotting Latitude and Longitude
- Custom Geocoding
- Polygon Maps
- WMS and Background Images
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Maps in Tableau4 min
What is covered:
- Geographic Roles
- Plotting Geographic Data
- Symbol and Filled Maps
- Map Layers & Options
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Editing Unrecognized Locations3 min
What is covered:
- Ambiguous Geographic Data
- Editing Locations
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Expanding Tableau's Mapping Capabilities4 min
What is covered:
- Joining or Blending Geocoded Data
- Polygon Maps
- Custom Geocoding
- Importing Custom Geocoding
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Custom Geocoding4 min
What is covered:
- Creating a Custom Geocoding Import File
- Extending an Existing Role
- Adding New Roles
- Adding New Hierarchies
- Importing the Folder
- Sharing and Saving Custom Geocoding
- Geocoded Data vs Custom Geocoding
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Polygon Maps4 min
What is covered:
- Filled Maps
- Custom Territories
- Custom Polygon Maps
- Required Data for Polygon Maps
- Building a Polygon Map
- Analysis with Custom Polygon Maps
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Mapbox Integration2 min
What is covered:
- Mapbox in Tableau
- Mapbox GL
- Mapbox Classic
- Changing Maps
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WMS: Web Mapping Services2 min
What is covered:
- Using a WMS connection
- Tableau Map Source Files
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Background Images4 min
What is covered:
- Adding an Image
- Generating Coordinates from the Image
- Plotting Points on the Image
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Getting Started with Calculations3 min
What is covered:
- Types of Calculation Functions
- Calculations in Tableau
- In-Shelf Calculations
- Brief Introduction to Table Calculations
- Quick Table Calculations
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Calculation Syntax4 min
What is covered:
Dissect a simple calculation to see what the various aspects of calculation syntax are in Tableau.
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Introduction to LOD Expressions6 min
What is covered:
- Average Profit
- Using an LOD Expression
- Comparison of Average Profits
- LOD Expression Syntax
- FIXED and INCLUDE
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Intro to Table Calculations3 min
What is covered:
- Example and Definition
- Field Set
- Quick Table Calculations
- Manual Table Calculations
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Modifying Table Calculations5 min
What is covered:
- Editing the Table Calculation
- Compute Using
- Referencing Specific Dimensions
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Aggregate Calculations4 min
What is covered:
- AGG Calculations
- Attribute Aggregation
- Aggregated versus Record Level Calculations
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Date Calculations3 min
What is covered:
- Calculate Time Between Dates
- Creating Tableau Dates
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Logic Calculations3 min
What is covered:
- Performance Indicator with Parameter
- Logical Conditional Filter
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Number Calculations2 min
What is covered:
- Data Validation - Nulls to Zeros
- Difference from Quota
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String Calculations3 min
What is covered:
- String Parameters
- Splitting Strings
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Type Calculations3 min
What is covered:
- Data Validation - Check Length
- Rounding Down
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Conceptual Topics with LOD Expressions4 min
What is covered:
- Syntax
- Dimension or Measure
- LOD Expressions and Filtering
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Aggregation and Replication with LOD Expressions5 min
What is covered:
- Aggregation or Replication of Results
- FIXED - Aggregated Results
- FIXED - Replicated Results
- FIXED - Disjoint Results
- INCLUDE
- EXCLUDE
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Nested LOD Expressions3 min
What is covered:
- Nested LOD Expressions
- Context of Nested Expressions
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How to Integrate R and Tableau4 min
What is covered:
- Overview
- Necessary Installations & Setup
- Publishing Workbooks with an Rserve Connection
- Installing Packages and Calling Libraries
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Using R within Tableau4 min
What is covered:
- Writing R in Tableau
- Outlier Analysis
- Cluster Analysis
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Understanding Pill Types5 min
What is covered:
- Why Pill Type Matters
- Dimensions and Measures
- Continuous and Discrete
- Changing Default Pill Types
- Axis vs Label
- Color and Maps
- Date Types
- Filtering
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Aggregation, Granularity, and Ratio Calculations4 min
What is covered:
- Aggregation and Granularity
- The Detail Shelf
- Aggregation in Calculations
- Profit Ratio Calculation
- Summary
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When to Blend and When to Join6 min
What is covered:
- One-to-many relationships
- Joins inflating the number of rows
- Benefits of each
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Fixing "Incorrect" Sorts3 min
What is covered:
- "Incorrect" Sorts
- Using RANK
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Filtering for Top Across Panes6 min
What is covered:
- Filtering for the Top 10
- Top 10 Using INDEX()
- Top 10 Using RANK
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Measure Names and Measure Values5 min
What is covered:
- Text Table
- A Shortcut
- Other Chart Types
- Measure Names as Field Labels
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Using a Parameter to Change Fields3 min
What is covered:
- Overview
- Creating the Parameter
- Creating the Calculated Field
- Building the View
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Finding the Second Purchase Date with LOD Expressions7 min
What is covered:
- Intro
- Breaking Apart the Question
- First Order Date
- Second Order Date
- Comparing Dates
- Repeat Purchasing
- Final Analysis
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Cleaning Data by Bulk Re-aliasing2 min
What is covered:
- Setting up the Data Blend
- Create Primary Group
- Edit Primary Aliases
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Bollinger Bands4 min
What is covered:
- What are Bollinger Bands?
- Building Bollinger Band Parameters
- Building Bollinger Band Calculations
- Building the View
- Summary of Steps
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Bump Charts1 min
What is covered:
- What is a Bump Chart?
- Building a Bump Chart
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Control Charts4 min
What is covered:
- What is a Control Chart?
- Building a Control Chart – the calculations
- Building a Control Chart – the view
- Summary of Steps
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Funnel Charts3 min
What is covered:
- What is a Funnel Chart?
- Building a Basic Funnel Chart
- Building a Smooth Funnel Chart
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Pareto Charts4 min
What is covered:
- What is a Pareto Chart?
- Building a Pareto Chart - the line
- Building a Pareto Chart - the bar
- Building a Pareto Chart - the reference lines
- Summary of Steps
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Waterfall Charts2 min
What is covered:
- What is a Waterfall Chart?
- Building a Waterfall Chart
- Summary of Steps
Tableau Online
Whether you consume data on Tableau Online, create content for others, or manage the system, check out the videos below to learn more.
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Getting Started with Tableau Online4 min
What is covered:
- Logging In
- Projects
- Workbooks
- Views
- Searching Content
- Data Sources
- Sites
- Account Settings Page
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Interacting with Content on Tableau Online3 min
What is covered:
- Drill Down & Actions
- View Underlying Data
- Custom Views
- Comments
- Download & Export
- Sharing
- Subscriptions
- Favorites
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Web Authoring3 min
What is covered:
- Web Editing
- Saving
- Using Published Data Sources
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Navigating the Tableau Mobile App3 min
What is covered:
- Basic Navigation
- Favorites and Snapshots
- Viewing Content
- Searching
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Interacting with Content in the Tableau Mobile App4 min
What is covered:
- Working with Marks
- Maps
- Custom Views
- Sheets and Workbooks
- Editing a View
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Tableau on the Phone3 min
What is covered:
- Basic Navigation
- Viewing Content
- Searching
- Favorites and Snapshots
- Working with Marks
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Publishing to Tableau Online3 min
What is covered:
- How to Publish a Workbook
- Sharing Published Workbooks
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Saving and Publishing Data Sources7 min
What is covered:
- Saving Data Sources
- Why Publish Data Sources?
- Publishing a Data Source
- Publishing Extracts to Tableau Online
- Editing a Published Data Source
- A Note on File Types
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Device Designer5 min
What is covered:
- The Default Layout
- Adding a Device Layout
- Customizing Layouts
- Adding Content
- Adding More Device Layouts
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Introduction to the Tableau JavaScript API13 min
What is covered:
Introduction to the Tableau JavaScript API covering when and why to use. At the end of the video you will have a high-level understanding of how it works and be able to start using it in your own applications.
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Tableau Online Administrative Overview2 min
What is covered:
- Sites
- Users and Groups
- Schedules
- Tasks
- Status
- Settings
- Alerts
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The Tableau Bridge3 min
What is covered:
- Tableau Bridge Requirements
- Setting up the Bridge Client
- Using the Bridge Client for Live Connections
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Data Connections with Tableau Online3 min
What is covered:
- Data Hosted in the Cloud
- Data from Web Applications
- On-Premises Data
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Tabcmd: Tableau Command Line Utility5 min
What is covered:
- Installing Tabcmd
- Running Tabcmd
- Tabcmd Commands
- User Import via CSV File
- Creating a Group and Adding Users
- Exporting a PDF from Tableau Online
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Permissions11 min
What is covered:
- Permissions & Site Roles
- Groups & Users
- Projects & Project Permissions
- Assigning Permissions
- Adding a Group Rule
- Editing Permissions
- Web Edit & Save/Save As
- Locking Permissions to the Project
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Data Security with User Filters5 min
What is covered:
- Tableau Approach to Data Security
- User Filters - Tableau Only
- User Filters - Hybrid
Tableau Server
Whether you consume data on Tableau Server, create content for others, or manage the system, check out the videos below to learn more.
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Getting Started with Tableau Server4 min
What is covered:
- Logging In
- Projects
- Workbooks
- Views
- Searching Content
- Data Sources
- Sites
- Account Settings Page
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Interacting with Content on Tableau Server4 min
What is covered:
- Drill Down & Actions
- View Underlying Data
- Custom Views
- Comments
- Download & Export
- Sharing
- Subscriptions
- Alerts
- Favorites
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Web Authoring3 min
What is covered:
- Web Editing
- Saving
- Using Published Data Sources
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Data Driven Alerts4 min
What is covered:
- Setting up an alert on a published workbook
- Refining the alert
- Managing alerts
- Stacked bars
- Building views for alerting
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Navigating the Tableau Mobile App3 min
What is covered:
- Basic Navigation
- Favorites and Snapshots
- Viewing Content
- Searching
-
Interacting with Content in the Tableau Mobile App4 min
What is covered:
- Working with Marks
- Maps
- Custom Views
- Sheets and Workbooks
- Editing a View
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Tableau on the Phone3 min
What is covered:
- Basic Navigation
- Viewing Content
- Searching
- Favorites and Snapshots
- Working with Marks
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Publishing to Tableau Server3 min
What is covered:
- How to Publish a Workbook
- Sharing Published Workbooks
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Saving and Publishing Data Sources7 min
What is covered:
- Saving Data Sources
- Why Publish Data Sources?
- Publishing a Data Source
- Publishing Extracts to Tableau Online
- Editing a Published Data Source
- A Note on File Types
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Device Designer5 min
What is covered:
- The Default Layout
- Adding a Device Layout
- Customizing Layouts
- Adding Content
- Adding More Device Layouts
-
Introduction to the Tableau JavaScript API13 min
What is covered:
Introduction to the Tableau JavaScript API covering when and why to use. At the end of the video you will have a high-level understanding of how it works and be able to start using it in your own applications.
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Installing and Configuring Tableau Server15 min
What is covered:
Walk through initial installation options for Tableau Server.
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Tabadmin: Administrative Tableau Command Line Utility6 min
What is covered:
- Using Tabadmin
- Example Command - backgrounder querylimit
- Taking a Backup
- Restoring a Backup
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Upgrading Tableau Server6 min
What is covered:
- Pre-Upgrade Checklist
- Preliminary Steps
- Upgrading Tableau Server
- Upgrading Tableau Server with a Distributed Installation
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Tabcmd: Tableau Command Line Utility5 min
What is covered:
- Installing Tabcmd
- Running Tabcmd
- Tabcmd Commands
- User Import via CSV File
- Creating a Group and Adding Users
- Exporting a PDF from Tableau Online
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Tableau Server Administrative Overview3 min
What is covered:
- Sites
- Users & Groups
- Schedules
- Tasks
- Status
- Settings
- Alerts
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Understanding Schedules3 min
What is covered:
- Assigning an Extract to an Extract Schedule
- Subscription Schedules
- Creating New Schedules
- Best Practices
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Permissions11 min
What is covered:
- Permissions & Site Roles
- Groups & Users
- Projects & Project Permissions
- Assigning Permissions
- Adding a Group Rule
- Editing Permissions
- Web Edit & Save/Save As
- Locking Permissions to the Project
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Data Security with User Filters5 min
What is covered:
- Tableau Approach to Data Security
- User Filters - Tableau Only
- User Filters - Hybrid
