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CUIN 7303 - Professional Seminar I

This guide is intended to introduce you to information and tools relevant to educational research

Presenting Data with Tableau

Tableau is a commonly used tool for creating data visualizations. This page serves as an access point for resources that will help you to:

  • Obtain a license and register your account
  • Prepare your data
  • Create visualizations

Obtain a License and Register!

There are different versions of Tableau. 

  • Tableau Public, the free program, has limitations on the size of data, types of data, and publishing rights. With Tableau public, you can only save work to the web, which means you can not share visualizations you created with private data, such as data retrieved from library databases.
  • Tableau Desktop is not free, but faculty and students can get it for instruction or learning. It allows you to save files privately and has no data size limits.

You can download Tableau Public or obtain a one year Tableau student license. Faculty can obtain a Tableau license for teaching. The recommended version for students is the Tableau student license.

After you have access to Tableau, you will need to Register an account. After you register, you will be able to watch the 3 videos for getting started.

Prepare Your Data

Before you begin creating data visualizations, you will need to prepare your data so that it is in a format that Tableau can process. Read tips for working with your data. To learn more about how to structure your data, read get your data Tableau ready and tips for managing your data.

Create Visualizations

Watch the Tableau videos shared by your professor.

To learn more about how to build visualizations, watch section 4: Building Vizzes.

Publish your Visualization

Before you publish your visualizations, you can create either a dashboard or a storyboard. The dashboard allows you to demonstrate visualizations on one canvas, while storyboard looks like a photo book that you can flip. 

To learn more, watch the videos on dashboards and stories.

Once everything is ready, you can publish to Tableau online. Watch the video on publishing and embedding vizzes.

Remember, you can only publish visualizations you created using public dataset. Do not publish something you created using data that is not publicly available. School district data from ISD websites, or census data are fine, but do NOT publish visualizations created using data from ReferenceUSA. You can also disable data download so that people can only download your visualizations, but not your raw data.