Free Training Videos

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.

• Menus and Toolbar
• Data Pane
• Analytics Pane
• Sheet Tabs
• Shelves and Cards
• Marks Card
• Legends
• Layout for Dashboards & Stories

• Ways to Share
• Exporting Images and PDFs
• Workbook File Types
• Opening Workbook Files
• Sharing Securely

• Getting Started with Tableau Prep Builder
• Building a Flow

• Tour the Interface
• Types of Steps

• Adding Data to the Flow
• Wildcard Union
• Data Sampling
• Additional Inputs

• The Context for Cleaning
• How to Clean
• Annotations and Changes

• The Context for Group and Replace
• Out of Domain Values
• Fuzzy Matching Algorithms - Pronunciation
• Fuzzy Matching Algorithms - Common Characters
• Notes on Algorithms
• Edit Value

• The Profile Pane
• Highlighting
• Distributions of Data
• Using the Profile Pane to Identify Errors

• The Context for Pivoting
• How to Pivot
• Modifying the Pivot Step
• Multiple Pivot Groups

• The Context for Aggregation
• How to Aggregate
• Modifying an Aggregate Step

• Joins
• The Join Configuration Pane
• Join Results

• Unions
• Wildcard Union
• The Union Step
• The Union Configuration Pane

• Files Generated by Tableau Prep
• The Output Step
• Running the Flow
• Multiple Outputs
• Preview in Tableau Desktop

• Connecting to an Excel file
• The Data Source Page
• Adding Another Data Source
• Live versus Extract
• Bringing in More Data with Joins

• Editing Metadata
• Editing Data Connections

• Creating Extracts
• Using Extracts
• Refreshing Extracts
• Changing Data Sources

• 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

• Connect to data from the web
• Dashboard Starters
• Files
• Connectors and On this site
• Saving the workbook
• Data Freshness

• Data Interpreter
• Pivot
• Metadata Grid
• Split
• Custom Split

• Join Types
• Inner Joins
• Left Joins
• Right Joins
• Outer Joins
• Union

• Data from different sources
• Cross-database joins
• Using Integrated Data Sources

• What is Data Blending
• The Blend Relationship
• How to Blend
• Swapping Primary and Secondary Data Sources

• Data Blending and Calculations
• Working with Aggregated Data in Calculations
• Working with Null values
• Asterisks when Blending
• Asterisks Solution

• 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

• Introduction to Cubes
• Differences vs Relational Data Sources
• KPIs
• Grouping
• Connecting
• Hierarchies and Filters
• Continuous Date Filters
• Sets for Non-Hierarchical Quick Filters

• Working with Marks
• Changing Mark Types
• Aggregation & Number of Marks
• Building the View
• Level of Detail
• Highlighting
• Show Me

• Hierarchy Drill Down
• Drill Down to Data
• Building Hierarchies
• Working With Hierarchies
• Date Hierarchies

• Ways to Sort
• Sorting from the Pill
• Clearing Sorts
• Nested Sorts

• Grouping
• Grouping from the Header
• Grouping from the Data Pane
• Using a Grouped Field
• Grouping Marks - Visual Grouping

• Using Calculations to Create Groups
• Parameterized Calculated Groups
• Creating and Using Bins

• Sets
• Creating Sets from Marks
• Creating Sets from a Computation
• Combining Sets

• Editing Sets
• IN/OUT versus Members
• Sets and Filters
• Sets in Hierarchies and Calculations

• Building set actions
• Relative dates

• Ways to Filter
• Removing Filters
• More Information

• Pill Types and Filtering
• Filtering Dimensions
• Filtering Measures or Continuous Dimensions
• Filtering Continuous Dates

• Basic Interactive Filters
• Layout Mode for Interactive Filters
• Cascading Interactive Filters

• Summary/Aggregate Filtering
• Record Level Filtering
• Data Source Filtering

• Context Filters
• Apply to Worksheets
• What Field to Filter On
• Filter Order of Operations
• Performance and Filter Queries

• What is a Parameter
• Using Parameters
• Parameters with Filters
• Parameters with Sets
• Parameters with Calculated Fields
• Parameters with Reference Lines
• Parameter Types

• Marks Card Options
• Labels
• Annotations
• Tooltips
• Formatting Specific Parts of the View
• Editing and Formatting Axes
• Map Layers

• Formatting Menu
• The Format Pane Settings
• Font
• Alignment
• Shading
• Borders
• Lines
• Copy & Paste Formatting
• Workbook Level Formatting

• Storytelling with tooltips
• Tooltip selection
• Command Buttons
• Actions from tooltips
• Conditional tooltips

• Viz in Tooltip
• Size of the Target Viz
• Modifying the Tooltip
• Filtering
• Tips for Viz in Tooltip

• Adding Trend Lines
• Trend Line Options
• Trend Line Significance
• Residuals

• Adding a Reference Line
• Reference Line Options
• Formatting Reference Lines
• Lines, Bands, Distributions, Boxes
• Reference Bands
• Reference Distributions
• Box Plots
• Drop Lines

• Creating a Forecast
• Forecast Options
• Describing the Forecast
• Constraints on Forecasting in Tableau
• Forecast Fields

• k-means Cluster Analysis
• Using Clustering in Tableau
• Working with Clusters
• Conditions for Clustering

• MDX
• Creating a Calculated Member for Grouping
• Cohort Calculations

• Dashboards and Stories
• Working with Views in Dashboards and Stories
• Working with Sheets

• Dashboard Size
• Adding Views to a Dashboard
• Adding Objects to a Dashboard
• Fitting Sheets
• Legends and Quick Filters
• Filters on Dashboards

• Tiled and Floating Layouts
• Floating Objects
• Images and Web Pages
• Layout Containers

• Titles and Dynamic Values
• Formatting Fonts
• Shading
• Dashboard Spacing

• Actions
• Highlight Actions
• Filter Actions
• URL Actions
• Using Field Names in URLs and Names

• Using Dashboard Extensions
• Working with Extensions
• Managing Extensions
• Developing Extensions with the API

• The Default Layout
• Adding a Device Layout
• Customizing Layouts
• Adding Content
• Adding More Device Layouts

• 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

• Coordinate Points
• Plotting Latitude and Longitude
• Custom Geocoding
• Polygon Maps
• WMS and Background Images

• Geographic Roles
• Plotting Geographic Data
• Symbol and Filled Maps
• Map Layers & Options

• Ambiguous Geographic Data
• Editing Locations

• Spatial Files
• Connecting to Spatial Files
• Working with the Geometry field
• Working with Additional Data
• Joining Data

• The context for spatial joins
• Joining spatial files
• Working with joined spatial data

• Density Mark on a Map
• Density Mark on a Scatterplot
• Changes over time

• Joining or Blending Geocoded Data
• Polygon Maps
• Custom Geocoding
• Importing Custom Geocoding

• 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

• Filled Maps
• Custom Territories
• Custom Polygon Maps
• Required Data for Polygon Maps
• Building a Polygon Map
• Analysis with Custom Polygon Maps

• Mapbox in Tableau
• Mapbox GL
• Mapbox Classic
• Changing Maps

• Using a WMS connection
• Tableau Map Source Files

• Adding an Image
• Generating Coordinates from the Image
• Plotting Points on the Image

• Types of Calculation Functions
• Calculations in Tableau
• In-Shelf Calculations
• Brief Introduction to Table Calculations
• Quick Table Calculations

Dissect a simple calculation to see what the various aspects of calculation syntax are in Tableau.

• Example and Definition
• Field Set
• Quick Table Calculations
• Manual Table Calculations

• Editing the Table Calculation
• Compute Using
• Referencing Specific Dimensions

• Average Profit
• Using an LOD Expression
• Comparison of Average Profits
• LOD Expression Syntax
• FIXED and INCLUDE

• AGG Calculations
• Attribute Aggregation
• Aggregated versus Record Level Calculations

• Calculate Time Between Dates
• Creating Tableau Dates

• Performance Indicator with Parameter
• Logical Conditional Filter

• String Parameters
• Splitting Strings

• Data Validation - Nulls to Zeros
• Difference from Quota

• Data Validation - Check Length
• Rounding Down

• Syntax
• Dimension or Measure
• LOD Expressions and Filtering

• Aggregation or Replication of Results
• FIXED - Aggregated Results
• FIXED - Replicated Results
• FIXED - Disjoint Results
• INCLUDE
• EXCLUDE

• Nested LOD Expressions
• Context of Nested Expressions

• Overview
• Necessary Installations & Setup
• Publishing Workbooks with an Rserve Connection
• Installing Packages and Calling Libraries

• Writing R in Tableau
• Outlier Analysis
• Cluster Analysis

• Why Pill Type Matters
• Dimensions and Measures
• Continuous and Discrete
• Changing Default Pill Types
• Axis vs Label
• Color and Maps
• Date Types
• Filtering

• Text Table
• A Shortcut
• Other Chart Types
• Measure Names as Field Labels

• Aggregation and Granularity
• The Detail Shelf
• Aggregation in Calculations
• Profit Ratio Calculation
• Summary

• One-to-many relationships
• Joins inflating the number of rows
• Benefits of each

• Filtering for the Top 10
• Top 10 Using INDEX()
• Top 10 Using RANK

• Overview
• Creating the Parameter
• Creating the Calculated Field
• Building the View

• Intro
• Breaking Apart the Question
• First Order Date
• Second Order Date
• Comparing Dates
• Repeat Purchasing
• Final Analysis

• Setting up the Data Blend
• Create Primary Group
• Edit Primary Aliases

• What are Bollinger Bands?
• Building Bollinger Band Parameters
• Building Bollinger Band Calculations
• Building the View
• Summary of Steps

• What is a Bump Chart?
• Building a Bump Chart

• What is a Control Chart?
• Building a Control Chart – the calculations
• Building a Control Chart – the view
• Summary of Steps

• What is a Funnel Chart?
• Building a Basic Funnel Chart
• Building a Smooth Funnel Chart

• Line Graphs
• Step and Jump Lines

• 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

• What is a Waterfall Chart?
• Building a Waterfall Chart
• Summary of Steps

• How to Publish a Workbook
• Sharing Published Workbooks

• The Default Layout
• Adding a Device Layout
• Customizing Layouts
• Adding Content
• Adding More Device Layouts

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.

• How to Publish a Workbook
• Sharing Published Workbooks

• The Default Layout
• Adding a Device Layout
• Customizing Layouts
• Adding Content
• Adding More Device Layouts

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.

• Logging In
• Projects
• Workbooks
• Views
• Searching Content
• Data Sources
• Sites
• Account Settings Page

• Drill Down & Actions
• View Underlying Data
• Custom Views
• Comments
• Download & Export
• Sharing
• Subscriptions
• Alerts
• Favorites

• Web Editing
• Saving
• Using Published Data Sources

• Setting up an alert on a published workbook
• Refining the alert
• Managing alerts
• Stacked bars
• Building views for alerting

• Basic Navigation
• Favorites and Snapshots
• Viewing Content
• Searching

• Working with Marks
• Maps
• Custom Views
• Sheets and Workbooks
• Editing a View

• Basic Navigation
• Viewing Content
• Searching
• Favorites and Snapshots
• Working with Marks

• Logging In
• Projects
• Workbooks
• Views
• Searching Content
• Data Sources
• Sites
• Account Settings Page

• Drill Down & Actions
• View Underlying Data
• Custom Views
• Comments
• Download & Export
• Sharing
• Subscriptions
• Alerts
• Favorites

• Web Editing
• Saving
• Using Published Data Sources

• Setting up an alert on a published workbook
• Refining the alert
• Managing alerts
• Stacked bars
• Building views for alerting

• Basic Navigation
• Favorites and Snapshots
• Viewing Content
• Searching

• Working with Marks
• Maps
• Custom Views
• Sheets and Workbooks
• Editing a View

• Basic Navigation
• Viewing Content
• Searching
• Favorites and Snapshots
• Working with Marks

• Logging In
• Projects
• Workbooks
• Views
• Searching Content
• Data Sources
• Sites
• Account Settings Page

• Drill Down & Actions
• View Underlying Data
• Custom Views
• Comments
• Download & Export
• Sharing
• Subscriptions
• Alerts
• Favorites

• Basic Navigation
• Favorites and Snapshots
• Viewing Content
• Searching

• Working with Marks
• Maps
• Custom Views
• Sheets and Workbooks
• Editing a View

• Basic Navigation
• Viewing Content
• Searching
• Favorites and Snapshots
• Working with Marks

• Logging In
• Projects
• Workbooks
• Views
• Searching Content
• Data Sources
• Sites
• Account Settings Page

• Interactions
• Comments
• Custom Views
• Download & Export
• Subscriptions
• Favorites

• Basic Navigation
• Favorites and Snapshots
• Viewing Content
• Searching

• Working with Marks
• Maps
• Custom Views
• Sheets and Workbooks
• Editing a View

• Basic Navigation
• Viewing Content
• Searching
• Favorites and Snapshots
• Working with Marks

• Sites
• Users and Groups
• Schedules
• Tasks
• Status
• Settings
• Alerts

• Tableau Bridge Requirements
• Setting up the Bridge Client
• Using the Bridge Client for Live Connections

• Installing Tabcmd
• Running Tabcmd
• Tabcmd Commands
• User Import via CSV File
• Creating a Group and Adding Users
• Exporting a PDF

• 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

• Tableau Approach to Data Security
• User Filters - Tableau Only
• User Filters - Hybrid

• Sites
• Users & Groups
• Schedules
• Tasks
• Status
• Settings
• Alerts

Walk through initial installation options for Tableau Server.

• Assigning an Extract to an Extract Schedule
• Subscription Schedules
• Creating New Schedules
• Best Practices

• In the Browser
• Status
• Maintenance
• Configuration
• GUI and CLI
• Backups with TSM
• Upgrading Tableau Server with TSM

• Installing Tabcmd
• Running Tabcmd
• Tabcmd Commands
• User Import via CSV File
• Creating a Group and Adding Users
• Exporting a PDF

• 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

• 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

• Tableau Approach to Data Security
• User Filters - Tableau Only
• User Filters - Hybrid