Learn &
Resources

For most people in this community, Tableau Public is the right choice. It's completely free, has all the features you need to become proficient and lets you publish your work online to build a portfolio. Tableau Desktop is now also free for personal use — choose it when your data is private or confidential and can't be published publicly.

Before building anything, spend 30-60 minutes getting oriented. Tableau's interface looks complex at first but has a clear logic. Once you understand the five key areas, everything else is just practice.

• Data Pane (left sidebar): your fields, split into Dimensions (blue pills, categorical) and Measures (green pills, numeric). Drag these to build.
• Columns / Rows shelves: defines what goes on each axis. Dragging a dimension here creates a header; dragging a measure creates an axis.
• Marks card: controls everything about how your data is drawn: colour, size, label, detail, shape and tooltip.
• Show Me (top-right): highlights which chart types are valid for your selected fields. A useful guide, not a rule.
• Filters shelf: drag any field here to restrict the data shown in the view. Works across the entire sheet.

Recommended starting resources

Tableau ships with the Superstore dataset, a fictional retail company with sales, profit and shipping records. It's the industry-standard learning dataset and virtually every Tableau tutorial online uses it, so learning with it means every resource you find is immediately applicable.

To open it: Connect > Sample Data > Superstore Sales

Build these 5 charts in order

1. Bar chart: Sales by Category Drag Category to Rows, Sales to Columns. Click the sort descending button in the toolbar. This is the most common chart in business. Learn it well.
2. Line chart: Sales over time Drag Order Date to Columns, Sales to Rows. Right-click the date pill on Columns and switch to a continuous Month. Watch how the aggregation changes.
3. Scatter plot: Sales vs Profit by Sub-Category Sales to Columns, Profit to Rows, Sub-Category to the Detail square on the Marks card. Add Profit to Colour. This reveals which products lose money despite high revenue.
4. Map: Profit by State Double-click the State field. Tableau auto-geocodes it. Drag Profit to Colour on the Marks card. Change the colour palette to Red-Blue Diverging to show losses vs gains instantly.
5. Treemap: Sales by Sub-Category Select Sub-Category and Sales in the Data pane, then click Treemap in Show Me. Drag Profit to Colour. A single view that shows volume AND profitability at once.

A dashboard brings multiple chart sheets together into a single screen. This is the step where Tableau starts feeling powerful, especially once you add filter actions and the views start talking to each other.

How to create one

1. Create a new dashboard tab Click the grid icon at the bottom of the screen next to your sheet tabs, or go to Dashboard > New Dashboard.
2. Set the canvas size In the left Dashboard pane, choose a fixed size (try 1200 x 800 to start). Fixed sizes are easier to control. "Automatic" is better once you're comfortable with layout.
3. Drag your sheets onto the canvas Your sheets appear in the Sheets section of the left panel. Drag them onto the canvas. A blue highlight shows the drop zone. Start with 2-3 sheets maximum.
4. Control layout with containers Drag a Horizontal or Vertical Container from the Objects panel before dragging sheets. This locks views into rows or columns and makes resizing predictable.
5. Add a filter action Dashboard > Actions > Add Action > Filter. Set "Run on: Select". Now clicking any mark in one chart filters all others. This one step makes any dashboard feel interactive and professional.

• Less is more. 2-3 focused charts beat 6 cluttered ones every time. Start minimal.
• Device Preview. Click the phone/tablet icons in the toolbar to test how your dashboard looks at different screen sizes.
• Tooltips. Right-click any mark and select Edit Tooltip to customise the hover popup. You can embed other charts inside a tooltip.

Publishing your first viz is a milestone. Don't wait until it's polished. Publish then improve. Your Tableau Public profile is your data portfolio and every viz is evidence of your growth over time.

How to publish

1. Create a free Tableau Public account Go to public.tableau.com and sign up. Your profile URL will be public.tableau.com/app/profile/your-name.
2. Save from Tableau to the cloud File > Save to Tableau Public As. Sign in when prompted. Your workbook uploads and opens automatically in the browser when done.
3. Set your viz details On the Tableau Public site, add a title, description and relevant tags. A clear title and description help your work get discovered.
4. Build out your profile Add a bio, a profile photo, your location and links to LinkedIn. Your Tableau Public profile is increasingly treated like a portfolio page by hiring managers in data roles.
5. Share in the community Post your link in the Kenya TUG community. Use the hashtag #TableauPublic on LinkedIn for broader reach. We celebrate every first publish.

The Tableau community is one of the most generous in the data world. Wherever you are in your learning, there are people a few steps ahead who are happy to help, along with people a few steps behind who benefit from your perspective right now.

Data challenges give you a dataset, a prompt, a deadline and a global audience. Each one is a complete practice loop: connect to data, build a story, publish, get feedback and repeat. After 8 consistent weeks, the improvement is always dramatic.

Once the basics are solid, five skills separate a beginner from a practitioner. You don't need all of them at once. Pick one at a time and build a viz specifically to practice it.

The five skills to master

• Calculated Fields: Create new data from existing fields using Tableau's formula language. Start with simple IF/THEN logic and string concatenations before moving to harder cases. Every real-world dataset needs at least one.
• Level of Detail (LOD) Expressions: FIXED, INCLUDE and EXCLUDE let you control what level of granularity a calculation runs at, independently of the view. FIXED [Region] : SUM([Sales]) gives you region sales no matter what else is on the viz. Game-changing once it clicks.
• Table Calculations: Running totals, percent of total, rank and moving averages computed across the table, not the database. Right-click any measure pill and select Add Table Calculation. RUNNING_SUM and PERCENT OF TOTAL are the most useful starting points.
• Parameters: Dynamic inputs a viewer can change to control what the viz shows (switch between metrics, adjust a threshold, move a date window). Create > Parameter, then pair it with a calculated field to make it do something.
• Tableau Prep: A visual data cleaning tool, now free to download alongside Tableau Desktop. Drag, pivot, join and reshape messy source data before it enters Tableau Desktop. No SQL required. If your data ever comes from Excel with merged cells or inconsistent formats, Prep is what you need.

Where to learn these specifically

Tableau certifications are globally recognized and increasingly expected for data analyst roles. There are two that matter for most people. Start with the Specialist, then move to the Data Analyst once you have more experience.

How to prepare

• Use official study guides first. Tableau publishes exam guides that list every tested topic. Map them against what you know and target the gaps.
• Practice with real data. Both exams include hands-on tasks in an actual Tableau instance. Passive video watching won't prepare you. You need hands-on repetition.
• Do Workout Wednesday. Many of the techniques tested (table calculations, parameter actions, LOD expressions) come up repeatedly in the archive. Searching by topic is essentially a practice exam.
• Build a study workbook. Create one workbook that demonstrates every tested skill. Rebuilding it from scratch the week before the exam is the best final revision.