Learning Tableau

Leverage the power of Tableau 9.0 to design rich data visualizations and build fully interactive dashboards

Learning Tableau

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Joshua N. Milligan

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Leverage the power of Tableau 9.0 to design rich data visualizations and build fully interactive dashboards
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Book Details

ISBN 139781784391164
Paperback340 pages

Book Description

In the professional world, turning massive amounts of data into something that can be seen and understood is vitally important. This is where Tableau steps in. It has emerged as a clear leader in data visualization because it translates your actions into a database query and expresses the response graphically.

It also has the unique ability to do ad hoc analysis of millions of rows of data in just a matter of seconds with Tableau's Data Engine. Tableau is a rare software platform that is intuitive and even fun to use, which also enables you to dive deep into answering complex questions about your data.

Starting with creating your first dashboard in Tableau 9.0, this book will let you in on some useful tips and tricks, teach you to tell data stories using dashboards, and teach you how to share these data stories. Practical examples along with detailed explanations of how and why various techniques work will help you learn Tableau quickly - and master its advanced functions too.

Table of Contents

Chapter 1: Creating Your First Visualizations and Dashboard
Connecting to data in Access
Foundations for building visualizations
Visualizing data
Bringing everything together in a dashboard
Summary
Chapter 2: Working with Data in Tableau
The Tableau paradigm
Connecting to data
Working with extracts instead of live connections
Metadata and sharing data source connections
Joins and blends
Filtering data
Summary
Chapter 3: Moving from Foundational to Advanced Visualizations
Comparing values across different dimensions
Visualizing dates and times
Relating parts of the data to the whole
Visualizing distributions
Visualizing multiple axes to compare different measures
Summary
Chapter 4: Using Row-level and Aggregate Calculations
Creating and editing calculations
Three levels of calculation
Parameters
Practical examples of calculations and parameters
Ad hoc calculations
Performance considerations
Summary
Chapter 5: Table Calculations
An overview of table calculations
Quick table calculations
Scope and direction
Addressing and partitioning
Advanced table calculations
Practical examples
Summary
Chapter 6: Formatting a Visualization to Look Great and Work Well
Formatting considerations
How formatting works in Tableau
Adding value to visualizations
Summary
Chapter 7: Telling a Data Story with Dashboards
Dashboard objectives
Example – is least profitable always unprofitable?
How actions work
Example – a regional scorecard
Story points
Summary
Chapter 8: Adding Value to Analysis – Trends, Distributions, and Forecasting
Trends
Distributions
Forecasting
Summary
Chapter 9: Making Data Work for You
Structuring data for Tableau
Dealing with data structure issues
An overview of advanced fixes for data problems
Summary
Chapter 10: Advanced Techniques, Tips, and Tricks
Sheet swapping and dynamic dashboards
Leveraging sets to answer complex questions
Mapping techniques
Using background images
Summary
Chapter 11: Sharing Your Data Story
Presenting, printing, and exporting
Sharing a workbook with users of Tableau Desktop or Tableau Reader
Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
Summary

What You Will Learn

  • Explore and analyze your data by creating basic and advanced data visualizations
  • Fix data problems, enhance your analysis, and create rich interactivity using custom calculations
  • Perform effective analysis by joining and blending data from different sources
  • Enhance your visualizations with custom formatting, labels, and annotations
  • Explore advanced topics such as sheet swapping, custom maps, and LOD calculations
  • Create meaningful dashboards in Tableau
  • Extend the value and functionality of your data
  • Share your data story using story points and fully interactive dashboards

Authors

Table of Contents

Chapter 1: Creating Your First Visualizations and Dashboard
Connecting to data in Access
Foundations for building visualizations
Visualizing data
Bringing everything together in a dashboard
Summary
Chapter 2: Working with Data in Tableau
The Tableau paradigm
Connecting to data
Working with extracts instead of live connections
Metadata and sharing data source connections
Joins and blends
Filtering data
Summary
Chapter 3: Moving from Foundational to Advanced Visualizations
Comparing values across different dimensions
Visualizing dates and times
Relating parts of the data to the whole
Visualizing distributions
Visualizing multiple axes to compare different measures
Summary
Chapter 4: Using Row-level and Aggregate Calculations
Creating and editing calculations
Three levels of calculation
Parameters
Practical examples of calculations and parameters
Ad hoc calculations
Performance considerations
Summary
Chapter 5: Table Calculations
An overview of table calculations
Quick table calculations
Scope and direction
Addressing and partitioning
Advanced table calculations
Practical examples
Summary
Chapter 6: Formatting a Visualization to Look Great and Work Well
Formatting considerations
How formatting works in Tableau
Adding value to visualizations
Summary
Chapter 7: Telling a Data Story with Dashboards
Dashboard objectives
Example – is least profitable always unprofitable?
How actions work
Example – a regional scorecard
Story points
Summary
Chapter 8: Adding Value to Analysis – Trends, Distributions, and Forecasting
Trends
Distributions
Forecasting
Summary
Chapter 9: Making Data Work for You
Structuring data for Tableau
Dealing with data structure issues
An overview of advanced fixes for data problems
Summary
Chapter 10: Advanced Techniques, Tips, and Tricks
Sheet swapping and dynamic dashboards
Leveraging sets to answer complex questions
Mapping techniques
Using background images
Summary
Chapter 11: Sharing Your Data Story
Presenting, printing, and exporting
Sharing a workbook with users of Tableau Desktop or Tableau Reader
Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
Summary

Book Details

ISBN 139781784391164
Paperback340 pages
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