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Learning Tableau
Joshua N. Milligan
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- 340 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
Learning Tableau
Joshua N. Milligan
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Information
Topic
InformaticaSubtopic
Visualizzazione di datiLearning Tableau
Table of Contents
Learning Tableau
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. Creating Your First Visualizations and Dashboard
Connecting to data in Access
Foundations for building visualizations
Visualizing data
Bar charts
Extending bar charts for deeper analysis
Line charts
Extending line charts for deeper analysis
Geographic visualizations
Filled maps
Symbol maps
Using Show Me
Bringing everything together in a dashboard
Building your dashboard
Summary
2. Working with Data in Tableau
The Tableau paradigm
A simple example
Connecting to data
Connecting to data in a file
Connecting to data on a server
Connecting to data in the cloud
Shortcuts for connecting to data
Working with extracts instead of live connections
Creating extracts
Using extracts
Performance
Portability and security
When to use an extract
Metadata and sharing data source connections
Customizing a data source
Sharing a data source
An example of customizing and sharing a connection
Joins and blends
Joining tables
Blending data sources
A blending example
Filtering data
Filtering discrete (blue) fields
Filtering continuous (green) fields
Filtering dates
Other filtering options
Summary
3. Moving from Foundational to Advanced Visualizations
Comparing values across different dimensions
Bar charts
Bar chart variations
Bullet charts – showing progress toward a goal
The bar-in-bar chart
Highlighting a single category
Visualizing dates and times
The built-in date hierarchy
Variations in date and time visualizations
Gantt charts
Relating parts of the data to the whole
Stacked bars
Treemaps
Area charts
Pie charts
Visualizing distributions
Circle charts
Jittering
Box and whisker plots
Histograms
Visualizing multiple axes to compare different measures
Scatterplots
Dual Axis
Combination charts
Summary
4. Using Row-level and Aggregate Calculations
Creating and editing calculations
Three levels of calculation
A row-level example
An aggregate-level example
Row level or aggregate – why does it matter?
Parameters
Creating parameters
Practical examples of calculations and parameters
Fixing data issues
Extending the data
Enhancing user experience, analysis, and visualizations
Achieving flexibility with data blends
Ad hoc calculations
Performance considerations
Summary
5. Table Calculations
An overview of table calculations
Creating and editing table calculations
Quick table calculations
Scope and direction
Working with scope and direction
Addressing and partitioning
Advanced addressing and partitioning
Advanced table calculations
Practical examples
Moving Average
Ranking within higher levels
Late filtering
Last occurrence
Summary
6. Formatting a Visualization to Look Great and Work Well
Formatting considerations
How formatting works in Tableau
Worksheet-level formatting
Field-level formatting
Additional formatting options
Adding value to visualizations
Tooltips
Summary
7. Telling a Data Story with Dashboards
Dashboard objectives
Example – is least profitable always unprofitable?
Building the views
Creating the dashboard framework
Implementing actions to tell the story
How actions work
Filter actions
Highlight actions
URL actions
Example – a regional scorecard
Story points
Summary
8. Adding Value to Analysis – Trends, Distributions, and Forecasting
Trends
Customizing trend lines
Trend models
Analyzing trend models
Distributions
Forecasting
Summary
9. Making Data Work for You
Structuring data for Tableau
Good structure – tall and narrow instead of short and wide
Good structure – star schemas (data mart / data warehouse)
Dealing with data structure issues
Restructuring data in Tableau connections
Working with poorly shaped data in visualizations
Working with an incorrect level of detail
An overview of advanced fixes for data problems
Summary
10. Advanced Techniques, Tips, and Tricks
Sheet swapping and dynamic dashboards
Dynamically showing and hiding other controls
Leveraging sets to answer complex questions
Answering complex questions
Mapping techniques
Supplementing the standard geographic data
Customizing a geographic view
Some final mapping tips
Using background images
Summary
11. Sharing Your Data Story
Presenting, printing, and exporting
Presenting
Printing
Exporting
Sharing a workbook with users of Tableau Desktop or Tableau Reader
Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
Publishing to Tableau Public
Publishing to Tableau Server and Tableau Online
Interacting with Tableau Server
Additional distribution options using Tableau Server
Summary
Index
Learning Tableau
Copyright © 2015 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical artic...