1. Tableau 101 September 7, 2017 Maggie Konich
Director of Data Analysis, Arts & Sciences
Washington University Tableau Users Group (WU TUG)

2. Back to Basics 1) What is Tableau? 2) How do I get access to it?
3) How do I get started with it?

3. What is Tableau? 1) Connect to data source
2) Create a visualization (“viz”)
3) Combine multiple visualizations into
an interactive dashboard (“dash”)

4. Mentoring Service Analysis
Richard Payton

5. Olin Fellowship Alumnae in Law
Cecily Stewart-Hawksworth

6. Survey and Attendance Data
Erin Daugherty

7. Interactivity!

8. TABLEAU (WUSTL) SERVER
Private
Public
Create
TABLEAU DESKTOP
Individual computer software license
Create and edit vizzes
$1100/license + $300 annual fee
Free licenses for students and instructors
TABLEAU PUBLIC
Free
Data stored and accessed through website
NOT FERPA OR HIPAA COMPLIANT
Consume
TABLEAU (WUSTL) SERVER
Private hosting for Tableau files
Can do customized security
Read and interact with vizzes
$$$ (institution level)
HIPAA and FERPA compliant
TABLEAU PUBLIC SERVER
Public hosting for Tableau files
Free and open access
Anything you save in Tableau Public is published to this server

9. 2) How do I get access to it?
Back to Basics
1) What is Tableau?
2) How do I get access to it?
3) How do I get started with it?

10. Depends on your role and commitment
What is your role on campus?
Staff
How committed do you feel?
100% committed, I’ll pay for a license.
Still undecided, I need some more exposure.
Instructional/Research/
Student
You may get a free Desktop license for a year!

11. Depends on your role and commitment
Instructors and Researchers
Free Desktop license for a year (renewable)
Some caveats apply
Students

12. Depends on your role and commitment
Staff: I’m all in!
Download version
Turn off automatic updates
Software Licensing
As of Sept 6: Nine license keys still available
Staff: I need more time
Free Tableau Public license (remember, data not secure!)

13. Depends on your role and commitment

14. BONUS!
Q: I’ve already created dashes, how can I publish them to the WUSTL Server?
A: You need a site on the Server!
[Tableau New Site Request.pdf]

15. DOUBLE BONUS! Q: Can I get access to a site someone has already built?
A: Yes!
[Tableau Security Authorization.pdf]
Roles: Interactor (more common) or Publisher

16. 3) How do I get started with it?
Back to Basics
1) What is Tableau?
2) How do I get access to it?
3) How do I get started with it?

18. Tips & Tricks WU TUG website: Tableau Public Gallery
Use Meeting archives
Watch Bootcamp from Spring 2017
Check out Resource links
Tableau Public Gallery
Download and recreate
Join us for the next three weeks of WU TUG 

19. WU TUG Washington University Tableau User Group
THURSDAYS 10:00AM
CUPPLES II HALL, ROOM 221