How to start learning Tableau

Step-1: Download and install Tableau

Tableau offers five main products catering to diverse visualization needs for professionals and organizations. They are:

  • Tableau Desktop: Made for individual use
  • Tableau Server: Collaboration for any organization
  • Tableau Online: Business Intelligence in the Cloud
  • Tableau Reader: Let you read files saved in Tableau Desktop.
  • Tableau Public: For journalists or anyone to publish interactive data online.

If you are a student, you should apply for the one year free license for Tableau Desktop else you should be downloading Tableau Public version to start learning.

Step-2: Getting Started with Tableau

To Start with, Tableau’s website has almost all the resources which one can go through and have the basic knowledge of using the software and making some visualisations.

They have different paths like Tableau Analyst, Data Scientist, Developer, Server Architect and many more. You can choose any of the path as per your need. Here is the Link

If you want to have a structured course then you should definitely go through the course on Udemy.

For a crash course which is about 30 minutes long, please do check out Freecodecamp.org’s video.

After going through the above resources, you should definitely check the following websites/blogs. Almost all of your problem statements will have a solution if you go through these links.

  1. The Flerlage Twins
  2. Toan Hoang’s Website
  3. VizArtPandey
  4. Vizzing Data
  5. Tableau Essential Reading

You want some YouTube Channels?

Andy Kriebel’s Channel is the one stop for everything you need. His Watch Me Viz playlist is what you should go through and try to replicate his process of making a dashboard.

Step 3: Create your dashboard

Your first few dashboards will take a lot of time and may very well be not so great but publish it to the Tableau Public Server and Show your work.

For inspiration and checking other dashboards, check out the discover page of Tableau Public.

Step 4: Get Involved with Social Data Initiatives

  1. Make Over Monday
  2. Sports Viz Sunday
  3. Back 2 Viz Basics
  4. Viz For Social Good
  5. 30DayChartChallenge

They will give you the dataset and also have a lot of blogposts dealing with particular scenarios.

You will have to make your version of dashboard and share it on Twitter or LinkedIn to get feedback from the community. You will be amazed by how welcoming and helpful the community is.

There are many folks on twitter that you should be following. I might miss few but you can follow:

Cédric Scherer
Priya Padham
Kevin Flerlage
Ghaffar Shah
Judit Bekker
Chimdi Nwosu
Sarah Bartlett
Wendy Shijia
CJ Mayes

And you can also follow the Twitter List “Data Visualisation”

Step 5: Teach

Whatever it is that you learn, try to blog about it or share it on Twitter as that will help you in understanding the concept even better.

I started learning Tableau in 2018 by going through the resources mentioned above and I consider myself still an amateur and will always be.

Update: If you want to go through some books?

  1. To Get an Idea about how to represent data and use colour palette etc you should be reading Storytelling with Data.

2. To Learn how Charts can deceive people and how you should be careful while making them?

If you have any other cool resource or suggestion then please do share it.

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