Learning Tableau

Joshua N. Milligan

• Editorial: Packt Publishing
• Año: 2015
• ISBN:
  9781784391164
• Categoría: Informatica
• Categoría: Visualizzazione di dati

Learning 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...