Resources

How-to Videos

A buffet of materials to help get you started, or take you to the next level.

Select a video below or click/tap here to start from the beginning. Either way, explosions of knowledge will follow.

1. Tableau Public Overview (7:10)

Learn the basics of creating visualizations with Tableau Public

Covers:

  • Connecting to data
  • Creating Sheets and Dashboards
  • Publishing to the web

Data: World Bank CO2 (.xlsx)
Viz: CO2 Emissions

2. Connecting to Excel and Text Files (4:32)

Learn how to connect to data in Microsoft Excel and CSV files

Covers:

  • Connecting to data in Excel
  • Connecting to data in CSVs

Data: World Bank CO2 (.xlsx)

3. Connecting to Google Sheets (3:15)

See how to connect to data in Google Sheets, and how to enable auto-update on your viz

Covers:

  • Connecting to data in Google Sheets
  • Enabling Google Sheets viz auto-update

Data: World Bank CO2 (.xlsx)

4. Connecting to Web Data Connectors (2:16)

Learn how to connect to Web Data Connectors

Covers:

  • What a Web Data Connector is
  • How to connect to Web Data Connectors

Data: World Bank CO2 (.xlsx)

5. Connecting to Spatial Files (6:03)

See how to build maps with spatial files

Covers:

  • How to connect to spatial data
  • Create a map with a spatial file
  • How to join other data sets to a spatial file

Files: River Basin Spatial File
London Boroughs Spatial File
Carbon Emissions (.xlsx)

6. Connecting to PDFs

Learn how to connect to data in PDFs directly in Tableau

Covers:

  • Connecting to PDF data tables
  • Union
  • Cleaning up imperfect tables
  • Dealing with null values
  • Fixing headers and pivoting
  • Re-aliasing members of a field
  • Recreating Groups and Hierarchies
  • Tips on working with PDFs

Files: Amazon Stock Prices (.pdf)
New Zealand: Water Physical Stock Account 1995–2010 (.pdf)

7. Data Preparation – The Data Interpreter (4:29)

See Tableau Public’s ideal data structure, and learn how to use the Data Interpreter to clean data

Covers:

  • How your data should (ideally) be structured
  • How to clean your data using the Data Interpreter

Data: World Bank CO2 (.xlsx)

8. Data Preparation – Pivoting your Data (4:54)

Learn how to pivot your data structure in Tableau

Covers:

  • Why you might need to pivot your data structure
  • How to use Tableau Public’s pivot function

Data: World Bank CO2 (.xlsx)

9. Data Preparation – Splitting your Data (2:26)

Learn how to split a field into multiple fields in Tableau

Covers:

  • Why you might need to split a field in Tableau Public
  • How to use Tableau Public’s split function

Data: World Bank CO2 (.xlsx)

10. Data Preparation – Joins and Unions (6:28)

Learn how to join multiple data sets together in Tableau

Covers:

  • What are joins and unions
  • How to join two data sets together
  • How to union multiple data sets

Data: World Bank CO2 (.xlsx)

11. Creating Your First Chart (2:34)

Find out how to create your first chart in Tableau Public

Covers:

  • How to create a chart by double clicking on fields
  • How to add extra levels of information to your viz

Data: World Bank CO2 (.xlsx)

12. Using the Show Me Tool Bar (4:15)

Find out how to create multiple visualization types using the Show Me Tool Bar

  • The Show Me tool
  • Overview of Chart types

Data: World Bank CO2 (.xlsx)

13. Understanding the Logic of Charts (5:05)

Learn about the logic of how Tableau Public creates charts

Covers:

  • Overview of Dimensions and Measures
  • Overview of Columns and Rows shelf
  • Overview of the Marks card

Data: World Bank CO2 (.xlsx)

14. Combining Sheets on a Dashboard (5:27)

See how to combine your visualizations together on a dashboard

Covers:

  • How to combine sheets on a dashboard
  • How to re-arrange and add items to a dashboard

Data: World Bank CO2 (.xlsx)
Viz: Combine Sheets on a Dashboard

15. Adding Interactivity to Dashboards (4:30)

Learn how to add interactivity to your dashboards

Covers:

  • See how to add filter actions
  • See how to add highlight actions

Data: World Bank CO2 (.xlsx)
Viz: Adding Interactivity to Dashboards

16. Dashboard Formatting (4:05)

Make your dashboards functional and look fantastic with these formatting tips

Covers:

  • See how to quickly globally format your dashboards
  • Tips to add titles and instructions to your dashboard

Data: World Bank CO2 (.xlsx)
Viz: Dashboard Formatting

17. Creating Stories (5:55)

Learn how to turn your data into a cohesive narrative using Story Points

Covers:

  • See examples of data stories
  • Learn how to create story points

Data: World Bank CO2 (.xlsx)

18. Formatting Story Points (6:54)

Make your stories come to life with these formatting tips

Covers:

  • Learn how to fit your dashboards to the story points
  • See how to format the story points
  • See how to add annotations to your story

Data: World Bank CO2 (.xlsx)

19. Designing for Mobile with the Device Designer (12:29)

Learn how to make your viz look great on any device with the Device Designer feature

Covers:

  • Preview how your viz will look on multiple devices
  • How to add a device specific view
  • Tips on fitting your viz to device sizes

Data: World Bank CO2 (.xlsx)
Viz: Device Designer Dashboard

20. Publishing and Embedding Vizzes (4:01)

Once you have made your viz, see how you can share it

Covers:

  • How to save a viz to the web
  • Edit your viz details
  • How to use the viz URL and embed codes

Data: World Bank CO2 (.xlsx)

21. Adding a custom Viz in Tooltip (2:49)

Learn how to show a different level of detail with the Viz in Tooltip feature

Covers:

  • How to create a viz in tooltip
  • Resizing your viz in tooltip

Data: World Indicators Sample Data (.tde)
Viz: Viz In Tooltip