Learning Tableau 10 - Second Edition

Learn how to create effective data visualizations with Tableau and unlock a smarter approach to business analytics. It might just transform your organization

Learning Tableau 10 - Second Edition

This ebook is included in a Mapt subscription
Joshua N. Milligan

6 customer reviews
Learn how to create effective data visualizations with Tableau and unlock a smarter approach to business analytics. It might just transform your organization
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Book Details

ISBN 139781786466358
Paperback432 pages

Book Description

Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern businesses. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent…

We’ll make sure you’re well prepared to take full advantage of Tableau 10’s new features. Whether you’re an experienced data analyst that wants to explore 2016’s new Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. Beginning with the fundamentals, such as data preparation, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You’ll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics.

But it’s not just about you – when it comes to data it’s all about availability and access. That’s why we’ll show you how to share your Tableau visualizations. It’s only once insights are shared and communicated that you – and your organization – will start making smarter and informed decisions. And really, that’s exactly what this guide is for.

Table of Contents

Chapter 1: Creating Your First Visualizations and Dashboard
Connecting to data
Foundations for building visualizations
Visualizing data
Creating bar charts
Creating line charts
Creating geographic visualizations
Using Show Me
Bringing everything together in a dashboard
Summary
Chapter 2: Working with Data in Tableau
The Tableau paradigm
Connecting to data
Managing data source metadata
Working with extracts instead of live connections
Tableau file types
Joins and blends
Filtering data
Summary
Chapter 3: Moving from Foundational to More 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, Aggregate, and Level of Detail Calculations
Creating and editing calculations
Overview of the three main types of calculations
Level of Detail calculations
Parameters
Practical examples of calculations and parameters
Ad hoc calculations
Performance considerations
Summary
Chapter 5: Table Calculations
Overview of table calculations
Quick table calculations
Relative versus fixed
Scope and direction
Addressing and partitioning
Custom table calculations
Practical examples
Data densification
Summary
Chapter 6: Formatting a Visualization to Look Great and Work Well
Formatting considerations
Understanding 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?
Designing for different displays and devices
How actions work
Example - regional scorecard
Stories
Summary
Chapter 8: Deeper Analysis – Trends, Clustering, Distributions, and Forecasting
Trending
Clustering
Distributions
Forecasting
Summary
Chapter 9: Making Data Work for You
Structuring data for Tableau
Techniques for dealing with data structure issues
Overview of advanced fixes for data problems
Summary
Chapter 10: Advanced Visualizations, Techniques, Tips, and Tricks
Advanced visualizations
Sheet swapping and dynamic dashboards
Advanced mapping techniques
Using background images
Animation
Summary
Chapter 11: Sharing Your Data Story
Presenting, printing, and exporting
Sharing with users of Tableau Desktop and Tableau Reader
Sharing with users of Tableau Server, Tableau Online, and Tableau Public
Additional distribution options using Tableau Server
Summary

What You Will Learn

  • Find out how to build effective visualizations and dashboards
  • Prepare and clean your data so you can be sure Tableau is finding answers to your questions – not raising more problems
  • Discover how to create advanced visualizations that explain complexity with clarity and style
  • Dig deeper into your data with clustering and distribution models that allow you to analyze trends and make forecasts
  • Learn how to use data storytelling to aid decision-making and strategy
  • Share dashboards and visualizations to cultivate a culture where data is available and valued

Authors

Table of Contents

Chapter 1: Creating Your First Visualizations and Dashboard
Connecting to data
Foundations for building visualizations
Visualizing data
Creating bar charts
Creating line charts
Creating geographic visualizations
Using Show Me
Bringing everything together in a dashboard
Summary
Chapter 2: Working with Data in Tableau
The Tableau paradigm
Connecting to data
Managing data source metadata
Working with extracts instead of live connections
Tableau file types
Joins and blends
Filtering data
Summary
Chapter 3: Moving from Foundational to More 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, Aggregate, and Level of Detail Calculations
Creating and editing calculations
Overview of the three main types of calculations
Level of Detail calculations
Parameters
Practical examples of calculations and parameters
Ad hoc calculations
Performance considerations
Summary
Chapter 5: Table Calculations
Overview of table calculations
Quick table calculations
Relative versus fixed
Scope and direction
Addressing and partitioning
Custom table calculations
Practical examples
Data densification
Summary
Chapter 6: Formatting a Visualization to Look Great and Work Well
Formatting considerations
Understanding 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?
Designing for different displays and devices
How actions work
Example - regional scorecard
Stories
Summary
Chapter 8: Deeper Analysis – Trends, Clustering, Distributions, and Forecasting
Trending
Clustering
Distributions
Forecasting
Summary
Chapter 9: Making Data Work for You
Structuring data for Tableau
Techniques for dealing with data structure issues
Overview of advanced fixes for data problems
Summary
Chapter 10: Advanced Visualizations, Techniques, Tips, and Tricks
Advanced visualizations
Sheet swapping and dynamic dashboards
Advanced mapping techniques
Using background images
Animation
Summary
Chapter 11: Sharing Your Data Story
Presenting, printing, and exporting
Sharing with users of Tableau Desktop and Tableau Reader
Sharing with users of Tableau Server, Tableau Online, and Tableau Public
Additional distribution options using Tableau Server
Summary

Book Details

ISBN 139781786466358
Paperback432 pages
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