Tableau Power Start Workshop

Chart showing the increase of available data has gone beyond our ability to understand data available

Why Tableau? (click to expand)
Whether we are ready or not, we are in a period in human history where the volume, variety and velocity of data have far outpaced our innate abilities to make sense of this data. This is where Tableau can help.

Learning Tableau will not only help you increase your value in the job market and have a greater professional impact, it will also help make you a better citizen of the world.

This Tableau Power Start Workshop is meant to help you get started in asking better questions of your data.

How To Download Your Free License of Tableau And Get Started (click to expand)

Step 1. Downloading and Installing A Tableau Desktop Academic License (requires an .edu email)

If you have a .edu email address, download and install the free 1-year academic license for Tableau Desktop by completing the process here https://www.tableau.com/academic/students (using your .edu email). If you have problems in getting this to work, see here

Step 2. Register With Tableau Public (and option for a free, limited, non-academic Tableau Desktop license)

Tableau Public is a platform that allows you to share your visualizations with others (e.g., your professors, colleagues and me). I encourage you to sign up for it now by going to https://public.tableau.com/s/ and sign up for a Tableau Public account. Click “Sign In” in the upper right and create an account.

Note, while registering for Tableau Public, you will be offered the chance to download a Tableau Public Desktop license. If you do not qualify for a Tableau Academic License, go ahead and download this version which offers sufficient capabilities to fully participate in this workshop (please let me know if you end up using this license type for class, some of the instruction would need to be modified). If you were able to download the full-featured license in Step 1, above, you do not want this version. You want to use the version you already have downloaded.

Step 3. Start Learning

Once you have installed Tableau, follow along with the Tableau Starter Kit here to begin your journey.

Note: As of May 2021, Tableau also offers free access to the Tableau E-Learning platform for one year to academic license holders. This is a fantastic resource; be on the lookout for an email from Tableau with credentials for this platform after you register!

In addition to the videos and resources highlighted in the Tableau Starter Kit, Tableau offers free instructor-led interactive web seminars to take you to the next level. See here

The resource pages for Tableau Public, here, offer an additional learning path and provide links to many datasets you can use to learn Tableau.

Step 4. Datasets to Practice With

Every week, the good folks at Make Over Monday publish a new dataset to practice your data chops with. Up to 500 data enthusiasts then work on creating visualizations based on the dataset and share them via Twitter. At the end of the week, a moderator will highlight lessons to be learned and spotlight a few of the best submissions.

Below is a sample of some of the datasets and the comments offered.

Topic Download Dataset Original Article Best Vizs
Employment Growth in G7 Countries XLS Article Makeovers
Factors people report lead to success XLS Article Makeovers
Job demand for data skills XLS Article Makeovers
Alcohol consumption trends in Briton XLS Article Makeovers
American national park visits XLS Article Makeovers

I invite you to try your hand with a few of these. If you want feedback, please upload your work to Tableau Public (instructions here at the bottom of the page) and send the URL to me (paul (at) vizalyst dot com).

Tableau Resources (click to expand)

  • Learning Resources for Students
  • Guides to Different Types of Charts
  • Community/Learning Resources (Tableau is not just a great product; it is a great community!)
    • Makeover Monday – My top recommendation for learning Tableau! Each Sunday a new dataset is released, and hundreds of people build and share visualizations using this dataset over the week. On Mondays, one of the coordinators gives an hour + YouTube streaming session analyzing the week’s dataset in Tableau (here is a great example focused on comparing two quantities). On Wednesdays, an hour-long “viz review” session is held examining some of the visualizations that were made. On Friday, the coordinators pick their Top 5 favorite visualizations for the week. On Sundays, it begins all over again. Most of this is done over Twitter (#MakeoverMonday, @VizWizBI, @TriMyData).
    • Best of the Tableau Web – Nowadays, it seems everyone is a blogger. To get introduced to the wide world of Tableau Blogs, go here, pull down the Category filter and choose Community.
    • DC Tableau User Group – monthly meetings; network and find a job
  • Where to Find Data to Analyze
    • Tableau’s Post on Finding Data – Gives a nice overview on how to get started on finding and cleaning data.  Good resource list at the end.
    • Data.Gov – This is a website of pointers to U.S. Government data. In my opinion, it is a little lame. Some of the pointers lead to nonexistent or poorly-formatted data.  The site has very lofty goals even if it does not fully meet them.  Nevertheless, it is an important first stop for anyone seeking data about a specific topic.
    • Kaggle.com – – A popular data sharing site.  Some datasets are well suited for Tableau analysis; others are better suited to different tools/techniques (e.g., machine learning, sentiment analysis, network analysis, etc.).  I like this site because it gives a “usability” rating for each dataset and has better search capabilities than other sites (I’m looking at you, Data.World).
    • Data.World – Another popular data sharing site.  Content is posted by users and has varying levels of coverage and quality. 
    • Data is Plural – This is a highly addictive weekly email providing links to a wide-ranging and idiosyncratic list of datasets. A spreadsheet of past datasets listed can be found here.  Take a second and look at the different types of datasets that are out there in the wild (start at the bottom for most recent)!
    • ACLED – International Public Policy students, take note of this! Curated dataset on Armed Conflict Locations and Events. For even more international public policy datasets, see those listed on the bottom of this page
  • Tableau Sponsored Learning

Workshop Week 1

  1. Welcome to the workshop. In Week 1 we will start with an overview of Tableau and learn how to do some basic chart types. Mostly we will be following the Week 1 Workbook linked to below. You might want to have it available for reference, but mostly you will be following along with the instructor. For sure, you will want to download and have available the Week 1 Dataset on your computer.
  2. More on what makes a “good” visualization
  3. More on pie charts (do they really “subtract from knowledge in the world?”)
  4. Less is More (effective) – see Tufte’s principle of Data to Ink Ratio explored here – (Bar Charts, Tables, Maps, Pie Charts(?!?))
  5. Assignment: Download this 2/23/2020 Makeover Monday dataset looking at which traits pro and anti Brexit British people would find acceptable/unacceptable for the next actor to portray James Bond and create 1) your choice of visualization and 2) Likert bars showing results. Upload visualizations to your Tableau Public Account.
    (Original Visualization, Makeovers, Viz Review Webinar, Top 5)(Google “Likert Chart Tableau,” Good Likert Post, Good Likert Video, Another Good Likert Video)

Workshop Week 2

  1. This week we are going to primarily use a dataset that ships with Tableau (the World Indicators dataset under the Welcome Page’s “Saved Data Sources” header on the left). We will begin by building on the basic chart types we learned in Week 1 and then extend. Our focus will include:
    • Mapping
    • Data Table analysis
    • Filters (static and interactive)
    • Calculations
    • Grouping
  2. I am a huge fan of Cole Knaffic’s Storytelling with Data book series. She has offered much of the series exercise materials to the learning community here. If you liked the “Big Idea Worksheet” shown in this week’s session, you can download it here.
  3. Assignments:
    1. Assignment A: Have a try visualizing another Makeover Monday dataset. Makeover Monday 2/29/21 (MoM 2021/W9) – Women Representation in EU Parliaments. Click here to view some of the submissions, here to view the hour long Watch Me Viz session using this dataset and here for the week’s top vizs.
    2. Assignment B: Bullet Charts. In my opinion, Bullet Charts are the most insightful chart type that has been invented in the last hundred years. To my regret, I do not have time to teach them in this workshop! For your Assignment B, find 3 tutorials (Tableau help files, public blogs or public videos) that explain what they are and how to create them in Tableau.
  4. Optional: Itching to grow your Tableau muscles a bit more? Try your hand with this dataset while following this workshop workbook.

Workshop Week 3

  1. This week we will continue to build on the chart types and techniques learned in the first two weeks. Additional topics to be covered include:
    • Messy Data (data cleaning and pivoting) – for more on messy/tidy data see here
    • Building and sharing dashboards (for best results, make sure you have a Tableau Public account in order to publish your dashboard)
    • Story Points
    • A brief look at Tableau Prep (included with your Tableau Academic License)
    • Best practices for keeping a project notebook and file naming conventions.
  2. Possible datasets that we might use this week include:
  3. Looking for inspiration (or just the common name for a chart type)? Here are two great resources: The Tableau Chart Catalog and The Tableau Financial Times Chart Catalog.
  4. Public policy students, here are over 300 great examples of live citizen-facing Tableau dashboards in use for inspiration. 2021 North American State and Local Government Tableau Dashboard Examples.
  5. Next Steps: This workshop was meant to give you a rudimentary foundation in Tableau.
    1. Extend your learning by taking advantage of the free 1-year on the Tableau E-Learning platform that came with your academic license.
    2. Use the skills you’ve learned. Use Tableau for your classes and internships. Commit to doing at least one Make Over Monday exercise a month. Build a Tableau Public gallery to show future employers what you can do.
    3. JOIN THE COMMUNITY! By itself, Tableau is a great product. When you add in the benefits of the Tableau Community, your capabilities and accomplishments can grow exponentially. Join a local Tableau user group. Follow the community in social media. Virtually attend a Tableau Conference (its free!). The next Tableau Conference is Nov. 9 – 12, 2021 and will be virtual! Register here.