Tableau Getting Started Guide

Do-IT yourself install guide for Tableau desktop and other resources for new Tableau users.

Welcome to the Tableau Community at Rice University! Visit to learn about using Tableau at Rice and more information.

Article Contents:

Tableau Desktop and Prep Builder Install Instructions

Tableau User Group (TUG) information

Tableau Server

Training/Self-Help Resources

Tableau Desktop and Prep Builder Install Instructions

  1. Obtain a Tableau license key. If you don't already have a Tableau license, request a quote by creating an RT Ticket ( to Central Procurement. If you are unsure or already have a Tableau license key assigned to you and are having issues retrieving it, please create a ticket to Enterprise Data and Business Intelligence (EDBI) Team for assistance.

  2. Download Tableau. Click on the link below for which product you are downloading:

    1. Download Tableau Desktop - OIT suggests using Tableau Desktop 2021.3.7.

    2. Download Tableau Prep Builder - OIT suggests using Tableau Prep Builder 2021.3.3.

  3. Once the file above has finished downloading:

    1. Follow these instructions to install Tableau Desktop and Prep.

    2. Follow these instructions to activate Tableau Desktop and Prep with a product key.
  4. If you encounter any issues installing, please contact the EDBI Team by filling out this form.

Tableau User Group (TUG) information

Join Tableau User Group meetings to stay up-to-date with Tableau updates on campus, learn tips and tricks, and see other members of the Rice community present their innovative dashboards! Keep a lookout for emails from for upcoming meetings and information. All Tableau desktop license holders are automatically added to the Tableau User Group. For more information, visit

Tableau Server

Tableau server is a platform that allows you to share your reports to others across campus. Tableau server can be accessed via on the Rice university network or VPN.

Request access by creating a ticket in the OIT Enterprise Data and BI Queue or visit

For instructions on publishing objects to Tableau server, visit Publishing content on Tableau server requires a Tableau license.
For more information, visit

Training/Self-Help Resources

Rice University Tableau User Group Portal - view resources or request access to the portal here.

Tableau Self-Help Resources - Visit the Tableau KnowledgeBase to view troubleshooting articles, product Help guides, white papers, and more.

Join the Tableau Community to raise and answer questions and search for previous questions first as someone has likely run into the same issue as you have.

Tableau Learning

Tableau Training Videos

KeywordsTableau Data Visualization installation instruction   Doc ID105114
OwnerLailah H.GroupRice U
Created2020-08-20 08:27:11Updated2024-01-02 09:23:30
SitesRice University
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