Tableau Essential Reading

People regularly ask us for tips on getting started with Tableau—how to learn the platform, how to master certain features, etc.—and we find ourselves providing links to some of the same content. So, to simplify this, we’ve created this page of “essential reading”. Contained here are a handful of blogs that will get you started with mastering Tableau and engaging the Tableau community.



4 Tips for Mastering Tableau – People who are just getting started with Tableau often reach out to us, asking for advice on how to improve their skills. And we generally always provide the same 4 tips which we share in this blog: Train, Practice, Engage, Teach.


Why & How to Connect with the Tableau Community – The Tableau Community has been the most important part of our development as Tableau users. This blog dives into the benefits of connecting with the community.


A Beginner’s Guide to IF Statements in Tableau – IF statements are a fundamental part of Tableau, as well as other analytics platforms, programming languages, and even tools like spreadsheets. This blog takes you through the basics of IF statements, touching on their components, some rules that govern them, the order of operations, etc. 

Tableau Data Sources Part 1: Data Source Types – This blog introduces you to the different types of data sources available in Tableau, detailing the differences between file-based and server-based data sources as well as extract and live data sources.

Tableau Data Sources Part 2: Published Data Sources & More – This focuses on how to work with published data sources in Tableau.

The Tableau Order of Operations – Tableau’s Order of Operations is a topic that every single Tableau user needs to be intimately familiar with. This blog introduces the Order of Operations and each of its components then shares five common Order of Operations problems that we regularly encounter, along with how to address them.


3 Ways to Pivot Data for Tableau – If your data is not structured properly, it can be really hard to work with in Tableau. One of the most common requirements is pivoting your data. This blog shares three methods for pivoting your data so that you can better leverage it in Tableau.


20 Uses for Level-of-Detail Calculations – Tableau Level-of-Detail (LOD) calculations are incredibly powerful. In our opinion, every Tableau user should know the basics of how and when to use them. This blog introduces LOD calculations then shares 20 different use cases, ranging from simple to complex.


Simple Steps for Better Design – A lot of our blog posts focus on the technical aspects of Tableau. These can be very complicated or difficult to learn, but generally, are relatively straightforward to teach. But there are some aspects of Tableau that are, in our opinion, much harder to teach and learn, one of which is design. This blog provides some simple techniques for improving the design of your Tableau dashboards.

If you really want to up your game, check out our Tableau BootcampIt's 21 hours of content across 6 days spread over 2 weeks. It's one of the most intensive courses you can take and is taught by both of us. Come join us.

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