Tableau Resources and Documentation Page

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What is Tableau?

Tableau is an analytics platform that allows users to clean, analyze and visualize their data. It is the primary tool used by the Office of Institutional Data to report on official Lehigh data, via the creation of interactive dashboards. Lehigh leverages the following Tableau products: Tableau Prep Builder, Tableau Desktop and Tableau Server (an online platform that hosts the Institutional Data Portal).

A Note about Tableau Licenses at Lehigh:

OID has oversight on the usage of some of the Tableau licenses at Lehigh, limited mostly to administrative reporting needs.  We handle all licensing requests for access to the Institutional Data Portal, which requires a Viewer license.  However, we do not provide Creator licenses for Tableau Desktop, except on a few rare occasions for specific projects.


OID's Tableau Version(s): 

[Last Update: 5/8/2024]

Current Install of Tableau Server:  2023.3

(Note: Following this link will redirect you to the current prod version at The current test version is

Matching Version of Tableau Desktop: 2023.3

Tableau Prep Builder:  2023.3

For documentation on troubleshooting connections between Tableau and Banner, contact Zane Kratzer.

Learning Tableau
Lehigh Tableau User Group (TUG):

Are you a Lehigh staff member using Tableau to understand, analyze, and visualize Lehigh data? Join the Lehigh TUG! We meet regularly to exchange on our use of the tool, learn from each other, and make sure we stay on top of any changes in the tool. Reach out to to be notified of upcoming meetings!

Tableau Training Workshops:

Periodically, OID staff will provide training and support for Lehigh users on Tableau Desktop and Tableau Prep Builder.  [Note: These events are by invite only for licensed Desktop users.]

  • Recent Workshops: Tableau Prep Workshop with Caitlin Mercer, Jan 17, 2024
  • Upcoming Workshops: Tableau Desktop Workshop, TBD 2024
  • Past Workshops: Tableau Desktop Preliminary Training with Zane Kratzer, May/June 2019 [Training Session Script (PDF)]
Other Resources: 

Training resources available to Lehigh users:


Free online training resources:


Online Tableau Communities