Index
As this ebook edition doesn't have fixed pagination, the page numbers below are hyperlinked for reference only, based on the printed edition of this book.
A
adding new rows
additional connectors 147, 148
artificial intelligence (AI) 95
Ask Data 270
working with 270
B
Boolean calculation 46
C
canvas 126
certified data sources 295-304
columns
adding, by data join creation 76-83
pivoting, to rows 140
columns-to-rows pivot
comma-separated value (CSV) 110, 131
connectors
additional connectors 147, 148
databases, connecting without listed connection 151
reference link 145
used, for connecting to servers 147
web data connectors (WDCs) 148-50
continuous fields 5
Creator role 20
custom SQL 206
pitfalls 207
using 206
D
data
connecting, in Tableau Desktop 5-9
obtaining, from Microsoft Excel files 123-130
obtaining, from tables in PDF files 137-139
obtaining, from text files 131-134
database joins
relationships, opening to join at physical layer through 192
use cases 192
using, for data filtering 193-199
database management systems (DBMS) 151
databases
connecting, without listed connection 151
database security features
using, for row and column-level security 267
database table
data model, outputting 115, 116
Data Details 300
data format
data grid 126
data interpreter
preformatted reporting files, dealing with 140-144
data join
creating, to add columns 76-83
data model
creating, from JSON files 135-137
creating, from statistical files 135
outputting, to database tables 115, 116
outputting, to published data sources 112-115
rows, adding with unions 68-75
rows, adding with wildcard unions 68-75
security, managing with Tableau projects 246-254
data model, with row-level security
creating, with joins 205
data policies 267
data quantity warnings 292
data role 63
data sampling 48
data science models
data shaping
data source page 124
data sources
curating, for Explain Data to exclude columns 278-283
discrete fields 5
E
embedded data source
versus published data source 218-225
entitlements table 260
used, for adding user-based security 261-266
used, for adding user-based security in published data source 260
Explain Data 277
data sources, curating to exclude columns 278-283
outliers, finding 277
Explorer role 20
extracted data
versus live data 37
creating, with Tableau Hyper engine 211-216
scenarios 210
versus live connections 210
F
fields
files
data model, outputting 110-112
finance user
with quarterly financial reporting 319, 320
flat files 122
flow 41
G
geospatial join type
using, to drive map-based analysis 199-205
H
Hyper extract 38
Hyper file 127
I
identity provider (IdP) 240
information systems analytics
of internal employee intranet site visits 322, 323
installed connectors
used, for connecting to servers 144-146
internal employee intranet site visits
information systems analytics 322, 323
J
Java Database Connectivity (JDBC) 151
JavaScript Object Notation (JSON) files 135
joins 68
versus relationships 181
L
lens 277
creating, for Ask Data 270-277
level of detail (LOD) 96
live connections 210
scenarios 210
versus extracts 210
live data
versus extracted data 37
logical layer
relationships, using to combine tables at 158
logical tables 128
M
machine learning (ML) 95
manual union
creating, in Tableau Desktop to add additional rows of data 183
map-based analysis
driving, with geospatial join type 199-205
marketing analytics
of social media campaigns 323, 325
merging field process 72
metadata grid 125
Microsoft Excel files
Microsoft Excel (.xlsx) 110
multi-factor authentication (MFA) 241
multiple tables
connecting, to new columns 14-18
N
noodle 160
O
Open Database Connectivity (ODBC) 151
P
PDF files
data, obtaining from tables 137-139
Performance recording feature 213
physical 158
physical tables 128
pivoting rows to columns
portable document format (PDF) 137
preformatted reporting files
dealing, with data interpreter 140
published data source 152
creating, from web interface of Tableau Server or Cloud 225-227
versus embedded data source 218-225
published data sources 19, 23, 121
data model, outputting 112-115
R
Recommendations pane 63
relationships
performance options, setting 181, 183
using, to combine tables at logical layer 158
versus joins 181
row and column-level security
database security features, using 267
row-level security (RLS) 254
rserve 106
S
sales performance management dashboards 320, 322
schedules
using, with subscriptions 311-315
Server Administrator role 20
servers
connecting, through connectors 147
connecting, through installed connectors 144-146
single data model
single sign-on (SSO) 267
Site Administrator role 21
social media campaigns
Statistical Analysis System (SAS) 135
statistical files
data model, creating 135
Statistical Package for the Social Sciences (SPSS) 135
subscriptions
synonyms 272
System for Cross-Domain Identity Management (SCIM) 240
T
Tableau
usage, considerations 315, 316
Tableau Cloud
Tableau published data sources, working 29-34
users and groups, adding to 240-246
Tableau Data Extract (.hyper) 110
Tableau Data Management, features
certified data sources 295-304
Tableau data management licensing 21
Tableau data model
extending, with calculations 228-235
extending, with descriptions 228-235
extending, with folders 228-235
extending, with grouping 228-235
extending, with hierarchies 228-235
Tableau data server
Tableau Desktop
manual unions, creating to add additional rows of data 183
wildcard unions, creating to add additional rows of data 183
Tableau Desktop, field types
continuous fields 5
discrete fields 5
Tableau Desktop files
connecting to 122
data model, creating from statistical files 135
data, obtaining from Microsoft Excel files 123-130
data, obtaining from tables in PDF files 137-139
data, obtaining from text files 131
geospatial file types, importing for visual analysis with maps 132-134
Tableau Desktop for data modeling
versus Tableau Prep Builder for data modeling 317, 318
Tableau Desktop licensed version
reference link 4
Tableau embedded data sources 34-37
Tableau Hyper engine 38
used, for creating extracts 211-216
Tableau Prep Builder
fields, hiding and removing 58,-63
using, to connect to data 42-49
Tableau Prep Builder for data modeling
versus Tableau Desktop for data modeling 317, 318
Tableau Prep flows
scheduling, from Tableau Prep Conductor 286-295
Tableau projects
using, to manage data model security 246-254
Tableau published data sources 23-28
working, on Tableau Cloud 29-34
working, on Tableau Server 29-34
Tableau roles 20
Creator role 20
Explorer role 20
Viewer role 20
Tableau Server
Tableau published data sources, working 29-34
users and groups, adding to 240-246
Tableau virtual connection 22
using, to manage access and security 267
tables
combining, with relationships at logical layer 158
data, obtaining in PDF files 137-139
handling, at different levels of aggregation 174-181
tabPy 106
text files
U
used, for adding rows to data model 68-75
user-based security
adding, in published data source with entitlements table 260-266
adding, with user filter 255-260
user filter 255
used, for adding user-based security 255-260
users and groups
adding, to Tableau Cloud 240-246
adding, to Tableau Server 240-246
V
Viewer role 20
W
web data connectors (WDCs) 148-150
web interface of Tableau Server or Cloud
used, for creating published data source 225-227
wildcard union
creating, in Tableau Desktop to add additional rows of data 183
wildcard unions