Tableau Data Curation Primer

Key Info
Description - a brief synopsis, abstract or summary of what the learning resource is about: 
Tableau Software is a proprietary suite of products for data exploration, analysis, and visualization with an initial concentration in business intelligence. This primer focuses on the Tableau workbook files – .twb and .twbx – produced using Tableau Desktop. Like Microsoft Excel, Tableau Desktop uses a workbook and sheet file structure. Workbooks can contain worksheets, dashboards, and stories.
Key questions for curation review
● Can the Tableau workbook file be opened?
● If the Tableau workbook is provided as a .twb file, is there an accompanying data source file or data extract?
● Is there documentation for how to navigate and work with the Tableau workbook?
● Is there an accompanying snapshot to show how a workbook, dashboard, or story view should be rendered?

This work was created as part of the Data Curation Network “Specialized Data Curation” Workshop #2 held at Johns Hopkins University on April 17-18, 2019.
The full set of Data Curation Primers can be found at:
Interactive primers available for download and derivatives at:

Authoring Person(s) Name: 
Christine Malinowski
Trisha Adamus
Access Cost: 
No fee
Citation - format of the preferred citation for the learning resource: 
Malinowski, Christine; Adamus, Trisha. (2020). Tableau Data Curation Primer. Data Curation Network. Retrieved from the University of Minnesota Digital Conservancy,
Primary language(s) in which the learning resource was originally published or made available: 
More info about
Keywords - short phrases describing what the learning resource is about: 
Business intelligence
Data analysis
Data visualization
Metadata standards
Software management
Software preservation
Tabular data
Published / Broadcast: 
Friday, January 3, 2020
Friday, September 6, 2019
ID - identifier that provides the means to locate the learning resource or its citation:
Type - namespace prefix for the citable locator, if any: 
Publisher - organization credited with publishing or broadcasting the learning resource: 
Data Curation Network
Media Type - designation of the form in which the content of the learning resource is represented, e.g., moving image: 
Text - an explanation of a concept or a story using human readable characters formed into words, usually distinguished from graphical images.
Contributor Organization(s): 
Institute of Museum and Library Services (IMLS)
Funding and sponsorship
Educational Info
Purpose - primary educational reason for which the learning resource was created: 
Instruction - detailed information about aspects or processes related to data management or data skills.
Learning Resource Type - category of the learning resource from the point of view of a professional educator: 
Lesson - detailed description of an element of instruction in a course, [could be] contained in a unit of one or more lessons, and used by a teacher to guide class instruction. Example: presentation slides on a topic.
Target Audience - intended audience for which the learning resource was created: 
Citizen scientist
Data professional
Early-career research scientist
Mid-career research scientist
Research faculty
Research scientist
Software engineer
Technology expert group
Intended time to complete - approximate amount of time the average student will take to complete the learning resource: 
Up to 1 hour
Framework - A community-based organization plan or set of steps for education or training: 
FAIR Data Principles