UM Tableau Training and Knowledge Resources
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Tableau Resources
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GENERAL
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Quickstart guides - desktop and server--extensive listweb pagehttp://www.tableausoftware.com/support/manuals/quickstartTableau
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Training & Tutorials, including recordings of webinars
● Introductory
● Advanced
● Server
● Chart types
web pagehttp://www.tableausoftware.com/learn/trainingTableau
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Dashboards overviewquick ref dochttps://docs.google.com/a/umich.edu/file/d/0BxFTHikrinskSzNFaUUyTElScU9memtvMElFR3loSURrNFNN/editPrinceton University
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Best Practices for Designing Efficient Tableau Workbooks (V10.0 edition)whitepaper on how to author efficient Tableau workbookshttps://blog.databender.net/2016/06/16/best-practices-for-designing-efficient-tableau-workbooks-the-v10-0-edition/The Last Data Bender (Tableau blogger)
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Creating a Table of Contents to navigate to other dashboardsarticle
http://kb.tableausoftware.com/articles/knowledgebase/creating-table-contents-navigate-other-dashboards
Tableau
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Searchable knowledge baseknowledge basehttp://kb.tableausoftware.com/Tableau
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Tableau manuals (available via U-M Library with umich sign-in)online instructional manualshttp://proquest.safaribooksonline.com/search?q=tableauSafari books online
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Tableau Blogbloghttp://www.tableausoftware.com/about/blogTableau
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Tableau Forum (requires creating user profile)web-based forumhttp://community.tableausoftware.com/community/forumsTableau
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Up and Running with Tableau - video tutorialsonline videoshttp://www.lynda.com/Tableau-training-tutorials/2048-0.htmllynda.com
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Desktop
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Online help for desktopweb page
http://onlinehelp.tableausoftware.com/v8.1/pro/online/en-us/help.htm#default.html%3FTocPath%3D_____1
Tableau
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Tableau Desktop Starter Kit - a 4-week guide (what to read, do, download, watch)web page
http://public.tableausoftware.com/views/StarterKit_0/TableauDesktopStarterKit?:showVizHome=no#1
Tableau
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Tableau toolbar customizationweb pagehttps://onlinehelp.tableau.com/current/server/en-us/embed_list.htmTableau
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U-M Specific
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Analytics and BI Google+ CommunityGoogle+ community https://plus.google.com/communities/110887258286329998797U-M
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U-M Tableau User Group meetingsYouTubeYouTube playlist of meeting recordingsU-M
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Tableau Basics--getting started at U-MGoogle doc
https://docs.google.com/document/d/1CF2uET6_gykeK14Swn_cl1vAAAXtMU2InKH1mgB11sc/edit?usp=sharing
U-M
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U-M Analytics and BI web page on Tableauweb pagehttp://www.bi.umich.edu/products/tableau.htmlU-M
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U-M Tableau Server Quick Reference Guide
● Log in to U-M Tableau Server
● Unique features of server
● Tableau Views--getting started
Google doc
https://docs.google.com/a/umich.edu/document/d/1E-2mx2oNbuiYXFa4cDfBj2djIcfkZ8dE1ot6TiBSiuw/edit?usp=sharing
U-M
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Connecting to Oracle DataGoogle doc
Tableau - Connect to Oracle data on DWPROD with notes about Oracle Schemas
U-M
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Using Excel flat files as a sourceGoogle doc
https://docs.google.com/a/umich.edu/document/d/1AnbE1gOfcFhpUTgw_2Trd7yO5FPS806-Cg7oXp_EpKk/edit?usp=sharing
U-M
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Tableau Publishing Best PracticesGoogle doc
https://docs.google.com/a/umich.edu/document/d/1CowytVKZatlw3UKz41STOACQlm8lfIcSMYIvRb7kBJ8/edit?usp=sharing
U-M
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Tableau Publishing--settingsGoogle doc
https://docs.google.com/a/umich.edu/document/d/1b1-KKPoO7RCT905Qv2gYNZ1SoDfSeb6OZ6XICJ280ZI/edit
U-M
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Tableau Publishing from DesktopGoogle doc
https://docs.google.com/a/umich.edu/document/d/1vfXP1uO4gKWHitYUDCfSiRfxFlqil9MFX7ljoXYUDGA/edit
U-M
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Tableau Publishing from Desktop--simulationsimulationhttps://maislinc.umich.edu/mais/flash/Tableau_Publishing.htmU-M
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Tableau - publishing for PUBLIC Google doc
https://docs.google.com/a/umich.edu/document/d/1soFyTHO5vCAEia4YJKcCyGjwSFd0fQBN1PXOwDrdBmU/edit?usp=sharing
U-M
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Publishing to the ALL USERS groupGoogle doc
https://docs.google.com/document/d/1T8cSMFMG8Cns4p_2EUSwumb2FoFpJtz9cZ4DH-VnFCI/edit?usp=sharing
U-M
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Tableau - set up Projects and membershipGoogle doc
https://docs.google.com/a/umich.edu/document/d/1bVNgkSs5yJDiEpl2bDLKKDE0PTJVOLkxJoeRKSu5yl0/edit?usp=sharing
U-M
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U-M Data Warehouse and Data Dictionariesweb page
http://www.mais.umich.edu/reporting/about-um-data-warehouse-and-dictionary.html
U-M
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U-M Tableau Server Project Siteweb pagehttps://sites.google.com/a/umich.edu/um-tableau-server/U-M
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Tableau Data Plus Science Referencesweb pagehttp://www.dataplusscience.com/TableauReferenceGuide/index.html
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Recordings of U-M user meetings and webinars
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Refer to BI Events tab for complete list of 2015 Events with links to recordings.http://www.bi.umich.edu/events/index.php
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9/17/14 U-M Tableau Users Group Meeting
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Meeting introduction: Jonathan Greenberg (UMHS), Fusen Li (ITS)8 minute video recordinghttp://univofmichigan.adobeconnect.com/p682ij55o73/
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Presentation by Rob Levine, Senior Engineer, Tableau first 46 minutes of 1:09 hour video recordinghttp://univofmichigan.adobeconnect.com/p5ae84tzuny/
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Round table discussion of recent Tableau Customer Conference in Seattle, WASkip to 46:50 minutes of video recordinghttp://univofmichigan.adobeconnect.com/p5ae84tzuny/
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5/19/14 U-M Analytics and BI Event
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John Gonzalez from Rackham on UM Dashboard telling a story of the entire admissions, recruitment to placement path.32 minute video recordinghttp://univofmichigan.adobeconnect.com/p4gz1pkftsb/
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Heather Hampton & Marcy Brighton from Ford School of Public Policy27 minute video recordinghttp://univofmichigan.adobeconnect.com/p2ej91ifdmi/
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Chris Allan from ISR Tableau Table of Contents, embedding in an iFrame, parameters, sets, organization strategies:27 minute video recordinghttp://univofmichigan.adobeconnect.com/p52y847mgw1/
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4/22/14 U-M Tableau Users Group Meeting
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David Berrie--All About Parameters36 minute video recordinghttp://univofmichigan.adobeconnect.com/p96rj2m7ina/
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David Berrie Tableau Intro Pageworkbook
http://public.tableausoftware.com/profile/#!/vizhome/DaveUMTUGDemo4-22-14/Intro
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Thomas Cook - Tableau Intro Page38 minute video recordinghttp://univofmichigan.adobeconnect.com/p7apfhnjy4f/
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Thomas Cook: Dashboard Actions and Other TipsWorkbook
http://public.tableausoftware.com/profile/#!/vizhome/TomUMTUGDemo4-22-14/Intro
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3/17/2014 U-M Analytics and BI Event
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Analyzing Marketing Effort Results with Tableau
Kevin Riegle, Assistant Director, Reporting and Information Analysis, U-M Office of University Development

Use of Tableau as an analysis tool tool in regards to Marketing Efforts and Annual Giving
Patrick Franklin, Assistant Director, Reporting and Information Analysis, U-M Office of University Development

Tableau presentation by Rodger Devine, Information & Analytics Manager, Ross School of Business 
video recordinghttp://univofmichigan.adobeconnect.com/p5uybrsp6jf/
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IT4U webinar: Data Analysis with Tableau (3/11/14)44-minute webinar recordinghttp://nextgen.umich.edu/collaboration/webinars.php#other
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Tableau Resources