Tableau for Beginners: A Comprehensive Guide for All Roles
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- เผยแพร่เมื่อ 9 ก.ค. 2024
- How to learn Tableau in 2023: Full platform guide for all roles.
Are you new to Tableau and looking to get up to speed on the platform? Look no further! my "Tableau for Beginners" video is a comprehensive guide designed to help you get started with Tableau, no matter what role you're in. We'll cover everything you need to know and help plot a path that you can follow to learn just what you need but also avoid some common mistakes made whilst learning Tableau. I also break down some approaches to learning and during the video I cover learning paths that highlight technical skills, analytical skills, soft skills, business knowledge, domain knowledge and more.
Links mentioned in the video in order of appearance.
Tableau Hacks: • Hacks in Tableau: Frid...
Tableau public: public.tableau.com/en-us/s/
Tableau platform Blog post: tabsoft.co/3rLjOu2
Tableau certification guides www.tableau.com/en-gb/learn/c...
Tableau Server certified professional: www.tableau.com/en-gb/learn/c...
Tableau Blueprint help.tableau.com/current/blue...
Tableau Learning Paths: www.tableau.com/learn/learnin...
Discussion on Infovis paper: bit.ly/3KJo1Ho
Infovis paper: bit.ly/3nX8dXs
Timestamps:
0:00 - Intro
0:38 - Learning Tableau today
2:38 - Tableau roles
3:49 - High-level roles in Tableau
4:23 - A note on motivations
05:10 - Learning Tableau as a user
07:57 - Learning Tableau to build content
08:44 - Build for your own consumption
11:11 - Build for others
19:54 - Build as a web developer
21:56 - Learn how to deploy Tableau
26:10 - Approaches to learning Tableau
30:17 - A note on Tableau CRM
31:00 - Outro and a special thank you
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Hi Tim! I am new to tableau and have browsed around your videos, my request is could you possibly arrange them in clusters of beginners to advanced, just so that new users like me have a form of structure of where to start and how to proceed? I hope this is not too much to ask, as you have already done so much for people like me. Thank you so much for your efforts.
You should have a million subscribers. Well today you have one more. I've been learning Tableau for some time now, and man this channel is the best on TH-cam. It's not just how to use Tableau. It's how to GO OUT and learn Tableau from EVERYWHERE. Which is awesome.
Hi Tim! Older worker, recently let go in a big layoff, and looking to skill up before applying for something else. You have a way of teaching that keeps your viewers interested, and excited to learn more No need to reply. Thanks so much!
You are a great teacher I must confess. I have been focusing on creating dashboards majorly recently without trying to understand my purpose of learning Tableau. As soon as I put all these into practice and needs clarifications, I will come back and comment again. This is a just an appreciation note. God Bless.
I know this video is over a year old but it gave me some good insights. Thanks Tim, my favorite color is red and I think now need to add Learning some SQL and Excel into my list of things I need to learn, well want to rather.
Tim. I think you are my go-to guide in this area. I like to listen to you explain stuff!
Am here straight from your introduction to Tableau. You got me interested in a new line of work .. Thank you.
Hello Tim! I came across this video while I was looking for how to get started with tableau. And after watching this video I realized that I could have made a wrong decision if I hadn't watched it. Thank you very much for making this video. It really helped me a lot. An I love the way make things easier to understand by breaking them down. Thank you once again! And yes Yellow it is!
My favorite teacher. Authentic and down to earth ✊🏿
I haven't done a lot with Tableau and the company I work for is tasking us to learn it and work with it. Very good video sir on explaining everything.
Hi Tim, I am new to tableau, I am a teacher who recently relocated to the US. I wanted to start a course in nursing but my friend suggested I learn tableau instead. I have been watching quite a few videos on tableau and just chanced on your page. Thanks for the good work you are doing. I hope to be back here in six months time to testify. Thank you.
Best of luck! Be sure to reach out on LinkedIn I’d love to help you on your journey!
Great video, Tim! It is thoroughly thought out and thoroughly appreciated.
thanks for the first initial impression of tableau with so much calm.
Glad you liked it!
Hi Tim, a colleague recommended you and i'm so glad he did. My background is PBI but I've just started at a new company that uses Tableau, so trying to re-programme my brain ! Red.
Thanks professor for these videos. It has been always my dream to introduce myself to this kind of tools. Today is the day, Thanks!
I literally just started looking into Tableau TODAY and I got overwhelmed with all the possible learning tracks and having no idea where to start. Thank you so much for this video Tim! That really was a lot of info and I will have to watch it again to really absorb all of it and choose my next steps :)
I work in IT, used to be a java developer but I had too many soft skills and not enough technical skills to keep up in the insanely complex environment we have at my employer (a worldwide operating wholesale bank). Resulting in a burn out I will probably never fully recover from. This year I want to learn to develop new dashboards and do maintenance on existing ones (built by the team I will be working in), using Tableau Desktop. I am now trying to figure out which learning path I should take - mostly depending on what is needed in the team so I need some answers from them - and whether I need a separate Tableau license (started the free Desktop two-week trial license today) for the stuff I need or want to learn. Getting to learn and appreciate the licensing system and grasping the differences between Server, Online and Desktop is a whole study in an of itself
My favorite color is green, green and green :)
Thanks for the long message! incredible to hear your journey. I must say the soft skills are the hardest stuff to pick up the technical stuff, well you have my channel and many others. Sqlbelle, Andy Kriebel, The Information Lab. All great channels and that s just scratching the surface.
Tim - you have an amazing gift of teaching. Never before in my years of using Tableau has Tableau-related videos captivated me so much. It is now my turn to help onboard people in the organisation on their journeys of discovering the platform, and you can be sure that your videos will be top of the list. Stay awesome! Oh, my favourite colour is dark grey.
Love the support! Messages like this keep the fire and passion going so thank you 🙏 🔥
Favorite color is Royal Blue
Hi Tim 🦋 thank you.
I'm trying to setup Tableau server for work. Everyone uses mac at this place and the T Servers are on Linux. Until starting here 3 years ago, I was a windows person. I need to figure out how to get a second node setup for the backgrounders. We have a lot of data and unfortunately almost all of our dashboards require count distinct, so I'll do anything i can to improve speed.
My favorite color is blue 😊
Thanks for the detailed explaination Tim! Will follow your advice.
Glad it was helpful!
Its a great vedio. An intersting knowledge nugget about Einstein Analytics too. Did not realize it have moved from Salesforce to Tableau sure a better home .
This is amazing. Thank you!
Tim, this is an amazing short Video. You are absolutely right that most Videos for Tableau just focus on Dash Boards, however, its great to know some clear pathways for beginner like myself who is very passionate to learn new skills such as this.
Thank you very much for this.
Hugo Hebala ( Solomon Islands)
HUgo thanks for stopping by! Keep us update don your journey!
I've learnt lots of useful things from your videos over the last few years. Thank you for all your help
You are so welcome! Always my pleasure to help others!
Thank you for the information
Hi Tim! Appreciate the video! I started a role working in IT for an IT Consulting company and they support a client that has their own dev team. The client wants me to work in tableau to make dashboards so they can view their ticket data and progress. It’s the explorer web version of tableau and I’m hoping to learn to navigate it well. Favorite color is yellow.
Keep inspiring many Tim! Thanks for taking the time to make phenomenal content and taking the time to help! One thing that I am looking to learn this year is how to become a data analyst. I know that encompasses a plethora of knowledge, skills, and experience, but I am up for the challenge! I have big life changing reasons for working towards becoming a data analyst. My favorite color is navy blue. Thanks again Tim! Peace, Favor, and Blessings to you and your family. Until next time...
You sound very determined and you know your "why"... looking forward to see what you achieve. Keep me posted along the way.
Wow! I just finished a training course for Tableau in Udemy and I feel puzzled!
As you must have guessed I'm new to all of that but aiming for a career in BI. Your walkthrough guide puts everything in its right place and I was wondering whether you'd like to have a course covering everything about what a Data Analyst will need regarding Tableau in 2022.
There's a good chance you've already done that in you're previous videos and I'll try to find out (I'm new here :P), but your way is a lot inspiring and to the point!
So I want to say a huge thank you and I'm diggin'
Btw my favourite colour right now is caterpillar green!
Take care.
George
Phenomenal! Green.
Really big one indeed. Thanks for this masterpiece.
My pleasure!
Hey Tim, I subscribed to your channel like 2 weeks ago because I really liked how thoroughly you explain different tableau topics. I wasn't aware tableau offered a "Certified Data Analyst" certification and will definitely look into it. Kudos to your awesome production and edit assitant.
It’s a new exam as of this year so it’s still being promoted and marketed. Have the video here on it .
th-cam.com/video/NhdPBkkmmrs/w-d-xo.html
First of all, congratulations! your material is so clear and useful, as a viewer of your channel and part of the community, we see your growth so.... congratulations! . Initially I worked as a tableau analyst, then I specialized to improve my dashboards using UX/UI heuristics. Now in another step of my career I am implementing Tableau Server so...more Server stuff or Server tips, etc could be really good. My favorite color is classic black. Have a great day!
Sounds like your on the true path of a data hero! Thanks for watching the video all the way through. Classic black hows that different?
as for more server stuff. I assume you run an on premise server rather than tableau online. What sort of things along the journey are you trying to build up? Each org is different so wondered if you had a particular goal in mind or maybe theres a particular activity coming up you'd like some resources on?
Some amazing content you are putting out Tim so thank you! I am studying for the Desktop Specialist certification now, and along with some combined Python project work hopefully the Data Analyst certification not too far after.
Orange has always been my favorite. My background is military leadership so there isn't much of a "industry" that I fit into. My question would -"How do I leverage knowledge of this platform to search for leadership roles, or should I looking at different roles?"
Thanks, and can't wait to watch more as well as Baraa's series.
I was about to give up but now I’m even more determined to get Tableau under my belt. So now I have Tableau and Knime, it looks like a long journey ahead. Thanks Tim.
You can do it!
Hi Tim. Thanks for this video and great content. As a what I'd guess would be described as an older learner (50+) I have a passion for numbers and data. Only just starting on my journey to learn all the skills I'm going to need but greatly encouraged by yourself and the great content I've seen so far. Big thanks. Looking forward to discovering more. Fabulous mindset too. Will try interact and comment on your content as I work my way through it. Hope to not embarass myself but just to improve and gain confidence and competence. All the best Tim. Favourite colour: Blue (sky) Regards. James
I'm hoping to start the Data Scientist learning path this year. I am in a graduate program for data science and I want to start developing my skills with Tableau now. My fave color is purple!
You've gained a fan Tim, nice work and clear information that's easy to follow
Awesome, thank you!
That was extremely helpful and informative. Thanks a lot!
Glad it was helpful!
Hi Tim, I've been following your vids for a bit now. I'm part of my school's Tableau Dashboard and I'm trying to build out a training module for helping Adults learn Tableau. Thank you!
Amazing. Thanks for letting me know. If you've got topics you think could be covered better or just have general feedback. Feel free to do a brain dump here tableautim.canny.io/suggestions and we can get some videos or resources sent your way.
Thank you so much Tim for these videos. Well explanatory... Please, do you have a book on Tableau.. I would love to get one
Not yet!
Thanks for the long video. I gained a lot from watching it. Really helped me put things into perspective--I had never thought about the different roles people have in Tableau. I'm a Research Analyst and our organization just got Tableau desktop this past year, so the learning is very recent for me. I am hoping to continue to gain the skills to be a user and builder (for others), but also would like to build for myself, to grow my skills personally. I think a key soft skill you mentioned is definitely the communication piece and describing what you know, which helps to identify gaps in knowledge. Favorite color is blue!
Hi Rebecca! Thanks for watching and thanks for taking the extra time to leave a note. Glad to hear you're at the early part of your journey. I have to admit i secretly wish i could start my journey again and relearn Tableau today. You've got so much to look forward to and I promise it's a rewarding experience so stick at it and as and when you get stuck, just shout here or int he community and someone will catch your call!
Stay tuned to Tim's channel and you'll be updated on what is to be known about the Tableau world 😀
Thank you bother for the effort you put into making this video. Really great content.
Glad you enjoyed it!
Great video
Looking forward to the new video explaining how to learn Tableau within Salesforce ecosystem: Modelling with Salesforce Data Cloud + building metrics and dashboards + embedding in web/applications. Would be cool to see some kind of similar tutorials
Hi TT - this was a super video, some portions of it I rewound many times to make sure that I could jot down notes of your message - and I was plastered to the screen going "wow" and thank you - thank you for taking the time to share and dispense all of what you've shared - I'm all ears.... where I am currently is data just waiting to be show cased.. at the gate... fav color is forest green --
Angel thanks for taking the time to leave a comment here! Glad you found the video useful! It's a long journey depending on where you start but I thought it helps to set out the journey as clearly as possible. Be sure to check in along the way, Reply to this comment in due course Would love to know how the journey is going.
Great video. I started working as a Business Analysis last year. Still have a lot to learn.
If you know that then you much further along than most. Keep at it, great to have you on the Tableau journey!
mmhhh, hooked and encouraged. I almost gave up
Thnak you Tim for this video. I'd love to watch your advice about good and bad ways of using one's soft skills as I would really like to improve in that field 😀
Great suggestion!
@@TableauTim by the way, I'm hoping to learn a lot about Tableau desktop this year and my favorite color is blue 😀
Tim this was a great video - starting to form bit of an action plan to implement this in our organization. How would recommend a business owner implement tableau? My favorite color is blue/green.
Thanks a lot Tim for making this type of videos !! Really it's inspiring and helping us a lot & making us to learn new concepts everyday. I know today is your birthday. Wishing you a Happy Birthday !! Stay Blessed & Stay Healthy !! Enjoy ur day....
My birthday was in December but i do wish it was my birthday all the time!
@@TableauTim Ha ha ha...sorry it's on 25th Dec....
Hi Tim! Thanks for such a thorough video. I'm brand new to Tableau but my goal is to be a certified associate by this time next year. I've jumped the academic ship and landed a job in Business Analytics. As someone who hasn't used Excel professionally in 15yrs, do you suggest I focus on my Excel skills or SQL (no experience) as I'm building out my Tableau abilities? My favorite color is pink, specifically salmon, coral, and pastel varieties. :)
Hi Tim,
Thanks for making this video. I am working as a Customer Success associate. My main role will be to build the dashboard for Customer Success Directors and Sales directors.
I am really new on analysing data. I have downloaded few data sets for practice but I am still unsure what are the common KPIs that I could bring and display on dashboard.
Would be great if you can suggest me some lights
Hello, I need to create Tableau dashboard with file upload button (or file drop zone), which will send file to server particular url (over HTTP) - as multipart form.Is this even possible?
My favorite color is blue. I want to understand where the raw data is housed in and what is fed to the external team through the tableau hud so that I can break down the data myself and create reports that serve my needs at work.
Hi. Calculated field question. Is there a way to do something like in a calculated field:
IF field in (A,B) then 10
IF field = A then 6
IF field = B then 4
When I do a case statement it works for the single value statement. But the one with IN tends to produce a value of 6 because it reads the first value instead of saying it has to be both.
Any suggestions?
Hi Tim,
Thank you so much for this video. This is something I needed to see. I have been learning tableau for a quite some time now. I'm from a non - technical background and recently I landed a job as a Tableau Developer. Honestly I'm bit scared as I am a beginner and this will be my first time working on tableau with some organization, hopefully I'll make myself Proud and learn more & more about tableau.
Thanks for watching! Glad you found it useful. As I said in the video, if your feeling a little scared that’s a good thing, you’ve taken on a challenge and you’ll inevitably get asked to do something you’ve never done. When that happens it’s about being resourceful so find what you need, reach out for help and the community (me included) is here to help. all the best for the road ahead. Come back to this comment and let us know how you’re doing in a months time 👍🏾
@MADHURIMA MISHRA Hiii madhurima congratulations for getting a job in tableau,been struggling with that is there a way i can connect 2 u, thru emaild.want to know ur journey,from starting to clearing the interview s,would be very helpful if u can share,promising will not talk anything other than tableau,looking forward to hear 4m.u.thank u
@@TableauTim Thank you so much for being so kind, really means lot. Yes, definitely will come back here in some months and let you know. :)
@@andhrabatman2732 HI, Thank you so much.
Please make sure, you are clear with the basics of tableau. For entry level job, they ask basic questions and if you know SQL, it gives preference, yes there might be questions from SQL as well. If you have attempted any interviews, write down the questions (Tableau, SQL), and prepare them well. Just Keep learning. Since you are here, I believe you follow Tim already and I hope you watch his videos because it will definitely help you to clear so many doubts. And don't worry, you will get the job, just keep doing your bit. The drill is to learn, improve and never lose hope. I wish you all the best:)
@@madhurimamishra4854 hii mishra thank u so much for the reply,just small confirmation how dod u get the call as an junior developer,afaik atleast we have to show 4 yrs if experience r8??have u got any referrals 5m anybody??
Where do i get data? Stuff like rental price in different areas and housing prices? Where can i find csvs or connect to apis from websites?
2022 I am starting with the desktop specialist certification what is your opinion in buying the expensive tableau given training vs finding the material on our own (being resourceful 😀) valuing saving time as main thing for me at this time. Any advise appreciated.
The training is great but as I highlight in my video it doesn't really count for anything if its not applied and often the training can give you a false sense of confidence. As an instructor I can say its a worthwhile course but only if you then spend at least 1 hour a day with tableau building something for about a month after that training to really make sure it settles in.
I know many people who learn without attending the training, whilst it's harder its definitely possible. I'm working on a resource for the specialist exam which includes only freely available resource. Will do a video walking people through it when it's available.
Wow, brilliant video! This is only the 2nd of yours I've seen, but I'll definitely stick around. Thanks so much for focusing on the *_suite_* of skills, not just the technical.
As for what I'm learning, I'll check out the developer guide you mentioned, which'll come in really handy to give my own development plan some clear direction. (Being new to Tableau, I'm a bit bewildered by how much there is to learn, and how many 8-hour Tableau videos there are on TH-cam!)
Hmmm, what question to ask? *_What's the quickest way to reproduce an image_* (which is used to hyperlink to external resources) with its formatting, Alt text, URL etc, so we can reuse it on several dashboards in the workbook, or even in numerous workbooks? (Given that Tableau seems to outlaw Copy and Paste!)
Favourite colour: *_pink._* P.S. Loved seeing your "crew" at the end :)
Outlaw? they enabled it in 2021.4 th-cam.com/video/KJ5fC4CqoYg/w-d-xo.html its still lacking some capability in some areas but check out this video. I do lots of videos on whats new in tableau so definitely have a browse or just search on my channel page.
Great to have you on the channel too! Be sure to let me know if there's a video you might find useful!
@@TableauTim OK cool, thanks for the update. I'm glad that Tableau's latest version now has Copy and Paste, though it seems patchily implemented by the sound of it, and in some ways it's like we're still in 1985 or something!
As it was seemingly *_just_* implemented, might be a while before we get it at work, as it can take quite some time for software to be rolled out across large enterprises, sadly.
Great video Tim... I'm planning to get back into database and IT after around 20 years running a travel business (which is suffering thanks to you know what - thus I need some extra income). I have experience in corporate finance, database design, SQL, accounting, and know Excel well. What is your advice on best way for me to dive in and learn desktop first and then perhaps delve further? (favorite=sky blue).
Hi James, apologies for the delayed reply. Your comment escaped me yesterday when i checked in. You have alot of technical experience already so you have an advantage in that you're probably already quite familiar with the terminology and domain experience ( both in travel but also finance and database design). I would tkae this experience and charge ahead with it. Start by just getting as fluent as you can with Tableau so you know where things are. I would also recommend Sqlbelle ( another great channel bit.ly/34gffQ4 ) as she has quite a few great scenario-based videos I haven't had a chance to do myself and you will likely pick a lot of the small details of how things come together whilst leaning on your existing technical knowledge. Once there, just get religious about using tableau daily. If you did it in excel, ask if you can do it in tableau. This will start off pretty painful at the beginning but eventually, the tide will change and you'll start defaulting to Tableau. Now, this is how I would approach it, but the main takeaway here however you learn best is to lead with your strongest hand and use that to accelerate your journey as much as possible. The tools have gotten better but the theory is mostly unchanged.
ps: #87ceeb isn't bad at all! nice choice.
Hello Tim! First of all, thank you for your video. You really do a great job and your videos are always very informative. I want to do the Tableau Desktop Specialist this year and also the Tableau Data Analyst. I have been working with Tableau for over 3 years but have never done a certificate. Is there a big difference between specialist and data analyst? I know you made a video about this but it would be interesting to know. I would be interested to know which certificates or trainings you can recommend (doesn't have to be only Tableau). My favorite color is red ;)
Many greetings
Chris (from Germany)
Hi Chris! Good question. If you've been using Tableau for 3 years id say skip the specialist. It's the easier of the 2 exams and is really intended for people really new to the journey. The data analyst is an all round exam so i would just sit that one and save your self some money along the way. The key difference is that with the analyst you need some good hands on experience as i suggest in the video. It also sets you up better for future exams if you need to go that way. That said if you'd like to build some confidence then do both and start with the specialist.
Beyond Tableau, it's good to do some non Tableau Certificates as well. The Google Data Analytics Certificate is a nice option as it spans multiple tools. One final thing I'll say is certifications shouldn't be the main goal. They're good but i know many very skilled people who don't have certifications and are doing great things. The curriculum for them is just a nice way to think about learning and make sure you cover key topics. Application (using your new skills) is far more important than certification.
Hi Tim! Thank you for your detailed answer.the company I work for pays with the certificates, so I will do both. I know that the skill is more important than certificates, however, it is in Germany so that here certificates for the companies are very important unfortunately. The more the better, so to speak. Thank you ☺️
@@TableauTim
.
BLUE - Great job Tim! New Subscriber. What are some suggestions in making a dashboard where “filters” are linked to an object (chart) mimicking a monthly calendar? Dataset is a list of events with details (date, time, title, etc) Also want user to click on ToolTip or field to add select event(s) to their personal calendar (.ics, etc).
BLUE
@vizwiz recently did a video on calendars I think. th-cam.com/video/s0Ny6AgTEYU/w-d-xo.html You could adapt this approach or were you looking for a dont on the date? Either way the same approach with a trellis chart might work really well. Fun challenge def worth trying.
if I have great interest then what minimum time to learn tableau?
Hi Tim, I have basic understanding of Tableau, I am more of a PBI immediate to advanced user, I think what confuses me is about the relatipnship in Tableau data model e.g. in PBI I often have one date table that relates to multiple fact tables where in Tableau I found it is very hard to eastablish, it seems one dim table can or only relate to one fact table, this really frustrates me a little as I am not sure what I did wrong. I am also use to use Time intelligence function in PBI to do calcs, it does not seem availiable in Tableau. I am learning Tableau through Maven Analytics, but it seems there is always information gap that does not suit my learning style. What you reckon?
There’s a few things that are different I’m going to start my power bi journey soon so maybe I’ll. e able to shed some light. The data model in tableau is fairly new and isn’t as advanced as PBI but I think you can still achieve what you need to with the skills you have. Are there specific date calculations you’re looking for?
@@TableauTim One very common one to use is YTD Calcs, I learned from someone that in Tableau to acheive YTD you have to set YTD Flag and multiply this flag to acheive YTD cacls which it does the job but with DAX it is so much easier just using a time intel function. Am I right regarding the Tableau part or nah?
Learning Tableau... EXCEL...SQL... in that order.
Favourite colour is WHITE
since last 10 minutes you are just doing a pravachan
whats a pravachan?
Thanks for uploading!! Use a service like Promo'SM!!
Ive never heard of that. What does it do?