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You're reading from  The Tableau Workshop

Product typeBook
Published inApr 2022
Reading LevelBeginner
PublisherPackt
ISBN-139781800207653
Edition1st Edition
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Authors (5):
Sumit Gupta
Sumit Gupta
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Sumit Gupta

Sumit Gupta is an analytics professional with more than 7 years' experience spanning across marketing, sales, and product analytics. As a consultant and trainer, he has utilized Tableau to build better data-driven teams for his organization. Sumit specializes in translating vast amounts of data into easy-to-understand dashboards which provide actionable intelligence. He is a Tableau Certified Associate and enjoys training data enthusiasts to become better Tableau developers and certified Tableau associates. This book is one such effort to reach masses.
Read more about Sumit Gupta

Sylvester Pinto
Sylvester Pinto
author image
Sylvester Pinto

Sylvester Pinto has been using Tableau for almost a decade now for improving business performance for different industries. Sylvester has designed various business solutions using Tableau for different organizations leading to a huge impact to improve their businesses. He has a Tableau certification and as a consultant designs solutions for various organizations.
Read more about Sylvester Pinto

Shweta Sankhe-Savale
Shweta Sankhe-Savale
author image
Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale

JC Gillet
JC Gillet
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JC Gillet

Jean-Charles (JC) Gillet is a seasoned business analyst with over 7 years of experience with SQL at both a large-scale multinational company in the United Kingdom and a smaller firm in the United States, and 5 years of Tableau experience. He has been working with Tableau and SQL for multiple years to share his expertise with his colleagues, as well as delivering SQL training. A French national, JC holds a master's degree in executive engineering from Mines ParisTech and is a Tableau Desktop Certified Associate. In his free time, he enjoys spending time with his wife and daughter (to whom he dedicates his work on this book) and playing team handball, having competed in national championships.
Read more about JC Gillet

Kenneth Michael Cherven
Kenneth Michael Cherven
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Kenneth Michael Cherven

Kenneth Michael Cherven is a Data Analyst and Visualizer based in Detroit, Michigan, USA. He has worked with Tableau for more than 15 years with a focus on making complex data easily understood through the of interactive dashboards and creative displays. Beyond his work in the automotive sector, Kenneth analyzes data and creates visualizations using open data sources from the baseball, government, music, and craft beer domains. Ken has previously published two titles for Packt – Network Graph Analysis and Visualization with Gephi and Mastering Gephi Network Visualization.
Read more about Kenneth Michael Cherven

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Summary

This chapter considered a number of advanced interactivity features in Tableau. We looked closely at the order of operations in Tableau, which is one of the most important concepts to master in Tableau if we want to create an efficient report for our stakeholders. We also discussed filters, sets, groups, and hierarchies, covered filters in depth, explored the difference between dimensions, measures, and date filters, and practiced using data source filters, which can be a great way to limit the data being loaded in your view.

Regarding sets, we reviewed static, dynamic, and combined sets, using the Envelope example to demo the concepts. In the section on parameters, we also defined the difference between static and dynamic parameters and learned one of the advanced use cases of parameters: dimension/measure swapping, which you can use to give end users the ability to choose the dimension/measures that they want to include in the view.

We wrapped up the chapter by working...

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The Tableau Workshop
Published in: Apr 2022Publisher: PacktISBN-13: 9781800207653

Authors (5)

author image
Sumit Gupta

Sumit Gupta is an analytics professional with more than 7 years' experience spanning across marketing, sales, and product analytics. As a consultant and trainer, he has utilized Tableau to build better data-driven teams for his organization. Sumit specializes in translating vast amounts of data into easy-to-understand dashboards which provide actionable intelligence. He is a Tableau Certified Associate and enjoys training data enthusiasts to become better Tableau developers and certified Tableau associates. This book is one such effort to reach masses.
Read more about Sumit Gupta

author image
Sylvester Pinto

Sylvester Pinto has been using Tableau for almost a decade now for improving business performance for different industries. Sylvester has designed various business solutions using Tableau for different organizations leading to a huge impact to improve their businesses. He has a Tableau certification and as a consultant designs solutions for various organizations.
Read more about Sylvester Pinto

author image
Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale

author image
JC Gillet

Jean-Charles (JC) Gillet is a seasoned business analyst with over 7 years of experience with SQL at both a large-scale multinational company in the United Kingdom and a smaller firm in the United States, and 5 years of Tableau experience. He has been working with Tableau and SQL for multiple years to share his expertise with his colleagues, as well as delivering SQL training. A French national, JC holds a master's degree in executive engineering from Mines ParisTech and is a Tableau Desktop Certified Associate. In his free time, he enjoys spending time with his wife and daughter (to whom he dedicates his work on this book) and playing team handball, having competed in national championships.
Read more about JC Gillet

author image
Kenneth Michael Cherven

Kenneth Michael Cherven is a Data Analyst and Visualizer based in Detroit, Michigan, USA. He has worked with Tableau for more than 15 years with a focus on making complex data easily understood through the of interactive dashboards and creative displays. Beyond his work in the automotive sector, Kenneth analyzes data and creates visualizations using open data sources from the baseball, government, music, and craft beer domains. Ken has previously published two titles for Packt – Network Graph Analysis and Visualization with Gephi and Mastering Gephi Network Visualization.
Read more about Kenneth Michael Cherven