Learning
Free Training Videos
Creator
Are you doing deep data prep and analysis? Responsible for creating content for others? If you have Tableau Prep and Tableau Desktop, these videos are for you. Learn how to prepare, analyze, 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 Tableau Prep Builder5 min
What is covered:
- Getting Started with Tableau Prep Builder
- Building a Flow
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The Tableau Prep Builder Interface8 min
What is covered:
- Tour the Interface
- Types of Steps
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The Input Step5 min
What is covered:
- Adding Data to the Flow
- Wildcard Union
- Data Sampling
- Additional Inputs
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The Cleaning Step7 min
What is covered:
- The Context for Cleaning
- How to Clean
- Annotations and Changes
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Group and Replace6 min
What is covered:
- The Context for Group and Replace
- Out of Domain Values
- Fuzzy Matching Algorithms - Pronunciation
- Fuzzy Matching Algorithms - Common Characters
- Notes on Algorithms
- Edit Value
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The Profile Pane6 min
What is covered:
- The Profile Pane
- Highlighting
- Distributions of Data
- Using the Profile Pane to Identify Errors
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The Pivot Step4 min
What is covered:
- The Context for Pivoting
- How to Pivot
- Modifying the Pivot Step
- Multiple Pivot Groups
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The Aggregate Step5 min
What is covered:
- The Context for Aggregation
- How to Aggregate
- Modifying an Aggregate Step
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The Join Step4 min
What is covered:
- Joins
- The Join Configuration Pane
- Join Results
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The Union Step5 min
What is covered:
- Unions
- Wildcard Union
- The Union Step
- The Union Configuration Pane
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The Output Step3 min
What is covered:
- Files Generated by Tableau Prep
- The Output Step
- Running the Flow
- Multiple Outputs
- Preview in Tableau Desktop
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Tableau Prep Conductor5 min
What is covered:
- Publishing Flows
- Scheduling Flows
- Alerting
- Flow Permissions
- Administrative Views
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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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Sorting5 min
What is covered:
- Ways to Sort
- Sorting from the Pill
- Clearing Sorts
- Nested Sorts
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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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Set Actions6 min
What is covered:
- Building set actions
- Relative dates
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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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Parameter Actions7 min
What is covered:
- Define Parameter Actions
- Interact with Marks on a Viz
- Affect Parameter Values
- Drive Reference Lines and Calculations
- Aggregate Selected Marks
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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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Basic Tooltips7 min
What is covered:
- Storytelling with tooltips
- Tooltip selection
- Command Buttons
- Actions from tooltips
- Conditional tooltips
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Viz in Tooltip6 min
What is covered:
- Viz in Tooltip
- Size of the Target Viz
- Modifying the Tooltip
- Filtering
- Tips for Viz in Tooltip
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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 Objects4 min
What is covered:
- Tiled and Floating Layouts
- Floating Objects
- Images and Web Pages
- Layout Containers
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Dashboard Formatting4 min
What is covered:
- Titles and Dynamic Values
- Formatting Fonts
- Shading
- Dashboard Spacing
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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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Dashboard Extensions4 min
What is covered:
- Using Dashboard Extensions
- Working with Extensions
- Managing Extensions
- Developing Extensions with the API
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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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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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Spatial Files4 min
What is covered:
- Spatial Files
- Connecting to Spatial Files
- Working with the Geometry field
- Working with Additional Data
- Joining Data
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The Density Mark Type (Heat maps)4 min
What is covered:
- Density Mark on a Map
- Density Mark on a Scatterplot
- Changes over time
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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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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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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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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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String Calculations3 min
What is covered:
- String Parameters
- Splitting Strings
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Number Calculations2 min
What is covered:
- Data Validation - Nulls to Zeros
- Difference from Quota
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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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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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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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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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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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Step and Jump Lines3 min
What is covered:
- Line Graphs
- Step and Jump Lines
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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
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Publishing to Tableau Online3 min
What is covered:
- How to Publish a Workbook
- Sharing Published Workbooks
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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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Publishing to Tableau Server3 min
What is covered:
- How to Publish a Workbook
- Sharing Published Workbooks
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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.
Explorer
Do you have access to Tableau Server or Tableau Online to work with data? If you can access published data sources and create or modify content, these videos are for you. Learn how to work with your data on the web.
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Getting Started with Tableau Online6 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 Online (Explorer)4 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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Ask Data7 min
What is covered:
- Asking Questions
- Aggregation and Grouping
- Filtering and Limits
- Specifying a Viz Type
- Synonyms
- Asking Complex Questions
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Tableau Mobile5 min
What is covered:
- Locating Content
- Favorites
- Interactive Previews
- Live Views
- Linking
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Getting Started with Tableau Server6 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 Server (Explorer)4 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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Ask Data7 min
What is covered:
- Asking Questions
- Aggregation and Grouping
- Filtering and Limits
- Specifying a Viz Type
- Synonyms
- Asking Complex Questions
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Tableau Mobile5 min
What is covered:
- Locating Content
- Favorites
- Interactive Previews
- Live Views
- Linking
Viewer
Are you consuming analytics on Tableau Server or Tableau Online? If you're looking to make data-driven decisions based on your organization's analytics, these videos are for you. Learn how to interact with content right from your browser.
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Getting Started with Tableau Online6 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 Online (Viewer)3 min
What is covered:
- Drill Down & Actions
- View Underlying Data
- Custom Views
- Comments
- Download & Export
- Sharing
- Subscriptions
- Alerts
- Favorites
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Tableau Mobile5 min
What is covered:
- Locating Content
- Favorites
- Interactive Previews
- Live Views
- Linking
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Getting Started with Tableau Server6 min
What is covered:
- Logging In
- Projects
- Workbooks
- Views
- Searching Content
- Data Sources
- Sites
- Account Settings Page
-
Interacting with Content on Tableau Server (Viewer)3 min
What is covered:
- Interactions
- Comments
- Custom Views
- Download & Export
- Subscriptions
- Favorites
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Tableau Mobile5 min
What is covered:
- Locating Content
- Favorites
- Interactive Previews
- Live Views
- Linking
Admin
Do you manage a Tableau deployment, either on-premises or in the cloud? If you're responsible for security, governance, or administration of your organization's deployment of Tableau, these are the videos for you.
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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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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
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Tableau Server Administrative Overview3 min
What is covered:
- Sites
- Users & Groups
- Schedules
- Tasks
- Status
- Settings
- Alerts
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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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Understanding Schedules3 min
What is covered:
- Assigning an Extract to an Extract Schedule
- Subscription Schedules
- Creating New Schedules
- Best Practices
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TSM: Tableau Services Manager8 min
What is covered:
- In the Browser
- Status
- Maintenance
- Configuration
- GUI and CLI
- Backups with TSM
- Upgrading Tableau Server with TSM
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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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Upgrading to Tableau Server with TSM10 min
What is covered:
- Creating a Server Backup
- Uninstalling Tableau Server 2018.1
- Installing Tableau Server 2019.1
- Generating a Bootstrap File
- Running the Upgrade Script
- Starting Tableau Server
- Applying a Custom Logo
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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
