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Overview

Tableau Reader

Tableau Reader is a free desktop application that allows users to open and interact with dashboards and data visualizations built in Tableau Desktop.  

Download Tableau Reader here.

Tableau Desktop

Tableau Desktop allows users to explore data and build advanced charts and interactive data visualizations with a variety of data sources. Dashboards can be shared online with collaborators via Tableau Reader or Server.

Departments wishing to purchase Tableau desktop software for administrative use must purchase a license. Submit a request to Tufts Technology Services or call 617-627-3376.

Tufts recommends using Tableau Desktop Version 2018.3.5 as that is the current Tufts Tableau Server version. Information on Server and Desktop Compatibility can be found here.

Tableau Server

With a Tufts Tableau Server account, users can view and publish Tableau dashboards to facilitate collaboration as well as access secure online data sets. 

Content owners can easily disseminate information to a team via email subscriptions to specific dashboard views. Access levels can be controlled through dashboard and project security settings as well as assigning specific user roles. 

More information on Tableau Server can be found here.

Learning Tableau

 Onsite Resources

The Data and Analytics Services Team runs provide a beginner training session every other month or as needed through the Tufts Learning Center.  Please contact dwbi@tufts.edu to inquire about training.

Tableau training sessions are also run by the Tufts Data Lab.

Information is dispersed to our user community via the Tableau elist: tableau-users-group@elist.tufts.edu 

Online Resources

Tableau offers a number of excellent FREE training and support resources.

ResourceDescription
On Demand Videos

Watch recorded on demand videos at your own pace.

We suggest you start with these tutorials (2 to 20 minutes each) to build a solid working knowledge of visualizations and dashboards. Once you become a power user, expand your skill set with additional tutorials.

Getting Started

  • Getting Started

Connecting to Data

  • Connecting to Data Basics
  • Using and Refreshing Extracts

Visual Analytics

  • Analyzing
  • Formatting
  • Parameters
  • Sorting
  • Grouping

Dashboards and Stories

  • Dashboard Development
  • Story Points
  • Sharing (includes focus on Tableau Server)

Mapping and Images

  • Basic Mapping

Calculations and Statistics

  • Introduction to Calculations

Lynda.com

Up and Running with Tableau

Up and Running with Tableau

Length: 1 hour 22 minutes

Topics:

  • Installing and running Tableau
  • Connecting to a data source
  • Joining related data sources
  • Displaying the data underlying a workbook
  • Adding, duplicating, and renaming worksheets
  • Creating a packaged workbook
  • Creating a heat map
  • Creating a basic map
  • Setting map options
  • Creating a dashboard 

To request a Lynda.com account: Account Request

Live Online Training

Tableau offers live online training and regularly rotates through topics. 

Note: Advanced topics are best for someone who has taken Introductory training AND has some experience using Tableau.

Whitepapers

Tableau offers a number of well-written white papers to help you make effective visualizations.

Tableau Knowledge BaseTableau publishes articles in their Knowledge Base describing the issue and solution to customer support tickets.
Tableau Community

In the Tableau Community you can: 

Note: You can browse without joining.

Tableau Public Gallery

The Tableau Public Gallery is great for inspiration. Browse or search visualizations by keyword. See something you like? You can download a visualization and take a peek under the hood to see how it was accomplished.

NoteTableau Public is a free product. Visualizations (and underlying data) are published to the Tableau Public Server to be available in the gallery for the world to see and enjoy.

Tableau 10 Bootcamp

This resource walks users through using Tableau Version 10 - from the basics to more advanced calculations. It's available in hard copy and also via Tisch Library's Safari Book Collection. The sample files associated with the book are available here: Tableau 10 Bootcamp Sample files

Calculation Reference Library Visit the Calculation Reference Library for a list of common calculations.
Tufts Tableau 10.5 Beginner Training Guide

This is a training guide created by the Data and Analytics Services Team. It's a hands-on training guide that walks the user through importing an Excel spreadsheet, creating various charts and visualizations and then building a dashboard to view the data. The training guide is used with this Shopping Data spreadsheet.