Companion Resource (Pathfinder) for Create Accurately and Interactive Dashboards with Tableau

Companion Resource (Pathfinder) for Create Accurately and Interactive Dashboards with Tableau

Companion Site to Create Accurate and Interactive Dashboards with Tableau

This companion resource (pathfinder) is designed for users who are new to Tableau Desktop and Tableau Public.

Students may download a free license of Tableau Desktop (for students).  Everyone else may download a free trial of Tableau Desktop.  

To showcase your dashboard and draw inspiration from your new #datafam, we encourage everyone to download the Tableau Desktop Public Edition.   View this blog for instructions on how to get started with Tableau Public.

 As you continue on this site, you will find resources that reinforce your learning of the topics covered during the February 25, 2023 presentation, Create Accurate and Interactive Dashboards with Tableau.  The Tableau Student Ambassador presenters of the workshop were Taiwo Adegite, Junior Analyst; and Zena Patton, Corporate Learning Professional, and Librarian.

Note:  This site was created by Zena Patton, a  Salesforce Tableau Student Ambassador who is not employed by Salesforce.  The resources linked on his website are curated resources from the website.

Image credit:  "Paintbrushes" by John-Morgan is licensed under CC BY 2.0.  Title page image source:  Flickr  Image on title page was modified from the original.

Title page image. A row of paintbrushes. Adapted from Paintbrushes by J. Morgan, 2008.  Flickr Retrieved February 19, 2023. Copyright 2006 by John Morgan.



The resources on this page will help you to learn how to sort your visualization and learn Tableau terminology.  You will learn how to apply a computed, manual and nested sort to the visualizations in your dashboard.


Video Tutorial with Sample Dataset

Tableau video tutoral on sorting with sample datasets.
Sorting video tutorial with sample datasets. (4:49 minutes)

Links from Tableau Help

Sorting Data in a Visualization:  This help guide reinfornces the topics learned during the presentation:  Computed and manual sorting.


Tableau Public Vizzes Examples

  • Nested Sorting by Andy Kriebel:  In the Nested Sorting blog, Kriebel (2015) describes nested sorting as "sorting by more than one dimension."
  • Sorting and Aligning On A Section by Bethany Lyons:  An iengaging viz that integrates storytelling and links to video to demonstrate sorting in Tableau.
  • Sorting Filtering by Tim Lens:  A resource that reinforces your learning of the topics covered in the Create Accurate and Efficient Dashboards presentation (Taiwo Adegite & Zena Patton).


Other related topics

How to Move the Sort Button to Top of View in Tableau (YouTube)


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Filtering Basics


The resources on this page demonstrate how to filter in Tableau using the order of operations.  The order of operations is the process in which Tableau completes actions.  Here is more information about Tableau's Order of Operations.


Video Tutorial with Sample Dataset

 Ways to Filter
Filtering video tutorial with sample datasets. (2:38 minutes)


Links from Tableau Help

Filtering Data from Your Views:  Filtering is a best practice and this help guide will explain how to get started with Tableau.

Tableau Public Vizzes Examples

The examples below are not meant to be an exhaustive list.  We encourage you to perform your search in Tableau Public for inspiring and resourceful visualizations.  Search strategy: Keyword-filtering

  • Advanced Filtering by Mark Wu:  A resourceful viz that discusses twelve (12) types of filters.
  • How to Create a Calendar Widget for Filtering by Andy Kriebel:  This viz demonstrates how to add a calendar view in your dashboard.  It also includes an embedded video.  The entire viz demonstrates the versatility of Tableau visualizations.
  • Sorting Filtering by Tim Lens:  A resource that reinforces your learning of the topics covered in the Create Accurate and Efficient Dashboards presentation (Taiwo Adegite & Zena Patton).
  • Where's Will? by Tableau Academic Programs:  A great tool demonstrating how filters increase the interactivity of your visualizations.

Other related topics

Additional Filtering Topics (Tableau Help):  This video is a little over 7 minutes.  It will cover advanced topics in filtering your Tableau visualization.

Removing Null Values From Filters (YouTube):  At times, null values can negatively impact the accuracy of your dashboard.  This video 1:16 minutes video will demonstrate how to filter null values.


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Best Practices in Choosing the Right Viz Type


Charts! Now that you getting a grasp of data manipulation basics, let's learn how which charts and graphs are best for your question around your data.

Video Tutorial

Getting Started With Visual Analytics
Getting Started With Visual Analytics video tutorial. (6:00 minutes)

Links From Tableau Help

Choose the Right Chart Type for Your Data:  A guide on choosing the appropriate chart or graph to visualize the relationships in your data.

Good Enough to Great:  Tips for making good and great visualizations. This guide also discusses the color theory and universal design features to add to your visualization.


Tableau Public Vizzes Examples

The next visualization is a bonus.  I want to include it because it is one of my favorites:  Visual Resume by Karen Hinson.


Other Related Topics

Fundamentals of Data Visualization:  An hour-long webinar that takes a deeper look at the best way to communicate data using a chart, graph, and map.

How to Choose the Best Visualization For You:  A 55-minute webinar that explains how to choose the best visualization around to answer specific questions.


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Dashboard Performance: Workbook Optimizer tool & Tableau Performance Checklist


Tableau supports the performance of your dashboards with resources and tools that assure that your vizzes are designed according to best practices.  The resources on this page include automated dashboard evaluation tools and links to web pages discussing best practices in dashboard performance.

Video Tutorial 

Best Practiices For Dashboard Performance YouTube Video (53 minutes)
Best Practices For Dashboard Performance YouTube Video (53 minutes)

Links From Tableau Help

Workbook Optimizer (Run Optimizer):  A tool in Tableau that identifies areas where your workbook can be improved using best practices.  The guidelines are descriptive and you may opt to auto-fix (if available) or ignore a recommended solution.

The Tableau Performance Checklist:  The link will open a blog on the Interworks website.  This checklist offers best practices and guidelines in seven areas of dashboard performance: Data, filtering, custom SQL, calculations, rendering, local computations, and dashboard layout.

Tableau Public Vizzes Examples

  • Checklist (Best Practices In Dashboard Performance) by Lovekeesh Babar:  An impressive visualization that organizes issues affecting dashboard performance from high to low-impact areas.
  • Tips to Improve Performance by Lovekeesh Babar:  This viz organizes dashboard performance best practices and solutions on how to improve your dashboard into two areas:  How much an issue impacts your dashboard performance; and how easy it is to fix the issue based on best practices.

Other Related Topics

Designing Efficient Production Dashboards:  To access this whitepaper you may need to sign in or fill out a short form.  This resource discusses topics on how to optimize your data source, data modeling, calculations, filter controls, worksheets, and dashboards.  Also, there is a chapter that discusses how to optimize your workbook using features on  Tableau Server and Tableau Online. 

Open Data & Other Resources


     Open data, like open education resources (OER), are resources that can be freely re-distributed, reused and often many times, remixed or transformed to create new datasets.  On this page are links to open data resources where you may find data for your next viz, absolutely free! 

     To learn more about what open data is and the benefits of disseminating open data, take a look at the Open Data Handbook

Figshare:  Some of the winning authors of past Student Iron Vizzes used data from this repository.  The best feature of this repository is that it has an easy to use interface and search tool.

ICPSR (University of Michigan) Data Repository: World renown data repository of social-behavioral research data.  Data in the repository has gone through a rigourous data preparation process.  It is the go to for most social scientists.'s List of Free Public Datasets For Analysis:  A comprehensive, but not exhaustive, list of free datasets ranging from climate, to video game related datasets.

Tableau Public:  Tableau Public is probably the best kept secret of all data repositories.  You will find that some authors allow access to their viz's datasets.  Find a viz, click "Download" for deeper exploration of your favorite viz.



Academic Program Information & Professional Development Resources for Job Seekers


  Welcome to the #DataFam community!  Tableau is more than a software or tool, it’s a community of people and resources to support your journey.  Take a look at the Tableau Community webpage.  On this page, you will find links to Tableau-related resources to guide you and help you learn about ways to engage with your new family.  


Academic Programs

Tableau for Students:  This resource is suitable for all students.  Also, you will find instructions on how to access the free student licenses for Tableau Desktop and Tableau Prep.

Tableau Desktop Certification Exam: Students can also get a 20% discount on the Tableau Desktop Specialist Exam which is a very great way for you to boost your resume.

Tableau for Teaching: An excellent resource for all teachers.   Also, you will find instructions on how to access the free educator licenses for Tableau Desktop and Tableau Prep.

Tableau for Kids:  Are you an educator or librarian wanting to teach data literacy to students K-12?  Tableau has you covered.  On the webpage, you will find the "Data Kids Educator Kit" which includes engaging activities like icebreakers.

Data Literacy & Lifelong Learning Resources for Everyone 

Data Literacy For All:  Tableau is committed to improving the data skills gap, globally.  This resource will support those who are beginning their data skills journey or would like a refresh their skillsets with Tableau.


Tableau On-Demand Webinars:  One of the best features of this library of recorded, live demonstrations of the Tableau software is that you can filter by industry.

Professional Development Resources

Jobseekers start here!  

Seek feedback loops to build data fluency skills:  The following list is not exhaustive.  The following items on the list are a few feedback loops to increase your skills and visibility in the #Datafam community:

Remember, Tableau Public  is free and Tableau offers Tableau Desktop & Tableau Public as a free trial for everyone!!






Tableau.  n.d.  Sort.

Kriebel, A. (2023, February 18).  Nested sorting.  Retrieved February 19, 2022 from


APA Examples

Canadian Cancer Society. (2013, April 14). Cancer research. T

Montgomery County, Maryland. (2023, February 1). COVID-19 surveillance dashboard. Retrieved February 1, 2023, from

Nye, B. [TheRealBillNye]. (2009, April 8). Bill Nye the science guy on energy [Video]. YouTube.







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Frequently Asked Questions from Tableau Reference Appointments

     The following questions were extracted from Flip the Tableau! Learning Experience reference appointments. The goal of the reference appointments is to provide attendees with a tailored, advisory experience of Tableau resources to support their learning. The attendees of the Tableau reference appointments were also enrolled in the open education resource, Flip the Tableau! Google Classroom Self-Paced Learning. The reference appointments were offered as Flip the Tableau! Virtual Office Hours where attendees of the Google Classroom opted to schedule appointments with me and co-instructor, Taiwo Adegite for additional learning support.

     Our approach in curation the resources for Flip the Tableau! Learning Experience attendees were to offer free, open education Tableau-related resources. Doing so aligns with Tableau's Academic Program goal of "data literacy for all" and its mission to close the data skills gap. Tableau's Academic Program offerings are free for students, and educators. To learn more about the Academic Program at Tableau, click the following link

We provided this data literacy learning support during our tenure as a Tableau Community Leader Ambassador. To learn more about Tableau's Ambassador programs, click the following link


Connecting data to Tableau Public  

Enhancing Tableau Visualizations Using Color Theory and Background Images

How and Whom to Turn to for advice, feedback, or help?

What and When to use for self-paced learning resources?

Site Survey

Image of the Google form site survey.
Site Survey