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Learning Tableau 2022 - Fifth Edition
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Learning Tableau 2022 - Fifth Edition
by Joshua N. Milligan, Blair Hutchinson, Mark Tossell, Roberto Andreoli
Learning Tableau 2022 - Fifth Edition
Preface
Taking Off with Tableau
Connecting to Data in Tableau
Moving Beyond Basic Visualizations
Starting an Adventure with Calculations and Parameters
Leveraging Level of Detail Calculations
Diving Deep with Table Calculations
Making Visualizations that Look Great and Work Well
Telling a Data Story with Dashboards
Visual Analytics: Trends, Clustering, Distributions, and Forecasting
Advanced Visualizations
Dynamic Dashboards
Exploring Mapping and Advanced Geospatial Features
Integrating Advanced Features: Extensions, Scripts, and AI
Understanding the Tableau Data Model, Joins, and Blends
Structuring Messy Data to Work Well in Tableau
Taming Data with Tableau Prep
Sharing Your Data Story
Other Books You May Enjoy
Index
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Learning Tableau 2022 - Fifth Edition
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Preface
Contents
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Taking Off with Tableau
Foundations for building visualizations
Measures and dimensions
Discrete and continuous fields
Discrete fields
Continuous fields
Visualizing data
Bar charts
Line charts
Iterations of line charts for deeper analysis
Geographic visualizations
Filled maps
Symbol maps
Density maps
Using Show Me
Putting everything together in a dashboard
The dashboard interface
Building your dashboard
Summary
Connecting to Data in Tableau
The Tableau paradigm
The Tableau paradigm in action
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
Managing data source metadata
Working with extracts instead of live connections
Creating extracts
Using extracts
Performance
Portability and security
When to use an extract
Using sets and groups
Filtering data
Filtering discrete (blue) fields
Filtering continuous (green) fields
Filtering dates
Other filtering options
Tableau Order of Operations
Summary
Moving Beyond Basic Visualizations
Comparing values
Bar charts
Bar chart variations
Bullet chart
Bar-in-bar chart
Highlighting categories of interest
Visualizing dates and times
Date parts, date values, and exact dates
Variations of 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
Scatterplot
Dual-axis and combination charts
Summary
Starting an Adventure with Calculations and Parameters
Introduction to calculations
The four main types of calculations
Creating and editing calculations
Data types
Additional functions and operators
Understanding the data used in chapter examples
Row-level calculations
Concatenating strings
String manipulation and conditional logic
Planning for data variations
Aggregate calculations
Why the row-level versus aggregate difference matters
Parameters
Creating parameters
Practical examples of calculations and parameters
Fixing data issues
Extending the data
Enhancing user experience, analysis, and visualizations
Meeting business requirements
Ad hoc calculations
Performance considerations
Summary
Leveraging Level of Detail Calculations
Overview of level of detail
Level of detail calculations
Level of detail syntax
Level of detail types
Fixed
Include
Exclude
An illustration of the difference level of detail can make
Examples of fixed level of detail calculations
Flagging members based on historical values
Latest balance for a member
Examples of include level of detail expressions
Average loans per member
Alternative approaches
Example of exclude level of detail calculations
Average credit score per loan type
Summary
Diving Deep with Table Calculations
An overview of table calculations
Creating and editing table calculations
Quick table calculations
Fundamental table calculation concepts
Relative versus fixed
Scope and direction
Addressing and partitioning
Custom table calculations
Meta table functions
Lookup and previous value
Running functions
Window functions
Rank functions
Script functions
The Total function
Practical examples
Year over year growth
Dynamic titles with totals
Table calculation filtering (late filtering)
Summary
Making Visualizations that Look Great and Work Well
Visualization considerations
Leveraging formatting in Tableau
Workbook-level formatting
Worksheet-level formatting
Field-level formatting
Custom number formatting
Custom date formatting
Null formatting
Additional formatting options
Adding value to visualizations
Tooltips
Viz in Tooltip
Summary
Telling a Data Story with Dashboards
Introduction to dashboards
Dashboard objectives
Dashboard approaches
Designing dashboards in Tableau
Using objects
Tiled versus floating
Manipulating objects on the dashboard
A dashboard to understand profitability
Building the views
Creating the dashboard framework
Implementing actions to guide the story
Context filtering
Designing for different displays and devices
Interactivity with actions
Filter actions
Highlight actions
URL actions
Go to Sheet actions
Parameter actions
Set actions
A regional scorecard dashboard
Stories
Summary
Visual Analytics: Trends, Clustering, Distributions, and Forecasting
Trends
Customizing trend lines
Trend models
Linear
Logarithmic
Exponential
Power
Polynomial
Analyzing trend models
Exporting statistical model details
Explain Data
Clustering
Distributions
Forecasting
Summary
Advanced Visualizations
Advanced visualizations – when and why to use them
Slope charts and bump charts
Waterfall charts
Step lines and jump lines
Sparklines
Dumbbell charts
Unit/symbol charts
Marimekko charts
Animated visualizations
Enhancing analysis with animation
Enhancing data storytelling with animation
Summary
Dynamic Dashboards
Show/Hide buttons
Sheet swapping
Basic principles of sheet swapping
Using sheet swapping to change views on a dashboard
Automatically showing and hiding other controls
Summary
Exploring Mapping and Advanced Geospatial Features
Overview of Tableau maps
Rendering maps with Tableau
Customizing map layers
Customizing map options
Using geospatial data
Including latitude and longitude in your data
Importing definitions into Tableau’s geographic database
Leveraging spatial objects
Leveraging spatial functions
MAKELINE() and MAKEPOINT()
DISTANCE()
BUFFER()
Creating custom territories
Ad hoc custom territories
Field-defined custom territories
Map layers
Tableau mapping – tips and tricks
Plotting data on background images
Summary
Integrating Advanced Features: Extensions, Scripts, and AI
Tableau Dashboard Extensions
What Is a Dashboard Extension?
Using a dashboard extension
Creating an extension
Setting up your environment
The files and code that define the dashboard extension
The dashboard extension in action
Tableau analytics extensions
Scripting with Python
Setting up TabPy
Using a Python script in Tableau
AI with CRM Analytics (Einstein Discovery)
The data used in the examples
Creating the Einstein Discovery story
Leveraging AI with Einstein in Tableau
Using the Einstein analytics extension
Using the Einstein dashboard extension
Summary
Understanding the Tableau Data Model, Joins, and Blends
Explanation of the sample data used in this chapter
Exploring the Tableau data model
Creating a data model
Layers of the data model
Using the data model
The data pane interface
Data model behaviors
Using joins
Types of joins
Joining tables
Other join considerations
Join calculations
Cross-database joins
The unintentional duplication of data
Using blends
Using blending to show progress toward a goal
When to use a data model, joins, or blends
Summary
Structuring Messy Data to Work Well in Tableau
Structuring data for Tableau
Well-structured data in Tableau
Wide data
Tall data
Wide versus tall data in Tableau
Star schemas
The four basic data transformations
Overview of transformations
Pivots (along with some simple data cleaning)
Unions
Joins
Aggregation
Overview of advanced fixes for data problems
Summary
Taming Data with Tableau Prep
Getting ready to explore Tableau Prep Builder
Understanding the Tableau Prep Builder interface
Flowing with the fundamental paradigm
Connecting to data
Cleaning the data
Unioning and merging mismatched fields, and removing unnecessary fields
Grouping and cleaning
Calculations and aggregations in Tableau Prep
Row-level calculations
Level of detail calculations
Aggregations
Filtering data in Tableau Prep
Transforming the data for analysis
Using parameters in Tableau Prep Builder
Options for automating flows
Summary
Sharing Your Data Story
Presenting, printing, and exporting
Presenting
Printing
Exporting
Sharing with users of Tableau Desktop and Tableau Reader
Sharing with Tableau Desktop users
Sharing with Tableau Reader users
Sharing with users of Tableau Server, Tableau Cloud, and Tableau Public
Publishing to Tableau Public
Publishing to Tableau Server and Tableau Cloud
Using the Workbook Optimizer to maximize performance on Server or Cloud
Interacting with Tableau Server
Leveraging Ask Data for a natural language guided analysis
Additional distribution options using Tableau Server or Tableau Cloud
Summary
Other Books You May Enjoy
Index
Landmarks
Cover
Index
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