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Learning Tableau

Learning Tableau

By : Joshua N. Milligan
3.8 (22)
Buy this Book
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Learning Tableau

Learning Tableau

3.8 (22)
By: Joshua N. Milligan
Buy this Book

Overview of this book

If you want to understand your data using data visualization and don't know where to start, then this is the book for you. Whether you are a beginner or have years of experience, this book will help you to quickly acquire the skills and techniques used to discover, analyze, and communicate data visually. Some familiarity with databases and data structures is helpful, but not required.
Table of Contents (13 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
Free Chapter
1
1. Creating Your First Visualizations and Dashboard
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1. Creating Your First Visualizations and Dashboard
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Connecting to data in Access
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Foundations for building visualizations
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Visualizing data
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Bringing everything together in a dashboard
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Summary
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2. Working with Data in Tableau
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2. Working with Data in Tableau
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The Tableau paradigm
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Connecting to data
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Working with extracts instead of live connections
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Metadata and sharing data source connections
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Joins and blends
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Filtering data
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Summary
3
3. Moving from Foundational to Advanced Visualizations
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3. Moving from Foundational to Advanced Visualizations
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Comparing values across different dimensions
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Visualizing dates and times
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Relating parts of the data to the whole
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Visualizing distributions
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Visualizing multiple axes to compare different measures
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Summary
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4. Using Row-level and Aggregate Calculations
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4. Using Row-level and Aggregate Calculations
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Creating and editing calculations
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Three levels of calculation
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Parameters
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Practical examples of calculations and parameters
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Ad hoc calculations
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Performance considerations
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Summary
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5. Table Calculations
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5. Table Calculations
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An overview of table calculations
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Quick table calculations
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Scope and direction
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Addressing and partitioning
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Advanced table calculations
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Practical examples
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Summary
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6. Formatting a Visualization to Look Great and Work Well
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6. Formatting a Visualization to Look Great and Work Well
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Formatting considerations
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How formatting works in Tableau
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Adding value to visualizations
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Summary
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7. Telling a Data Story with Dashboards
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7. Telling a Data Story with Dashboards
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Dashboard objectives
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Example – is least profitable always unprofitable?
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How actions work
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Example – a regional scorecard
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Story points
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Summary
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8. Adding Value to Analysis – Trends, Distributions, and Forecasting
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8. Adding Value to Analysis – Trends, Distributions, and Forecasting
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Trends
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Distributions
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Forecasting
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Summary
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9. Making Data Work for You
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9. Making Data Work for You
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Structuring data for Tableau
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Dealing with data structure issues
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An overview of advanced fixes for data problems
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Summary
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10. Advanced Techniques, Tips, and Tricks
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10. Advanced Techniques, Tips, and Tricks
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Sheet swapping and dynamic dashboards
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Leveraging sets to answer complex questions
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Mapping techniques
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Using background images
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Summary
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11. Sharing Your Data Story
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11. Sharing Your Data Story
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Presenting, printing, and exporting
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Sharing a workbook with users of Tableau Desktop or Tableau Reader
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Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
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Summary
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Index
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Index

Metadata and sharing data source connections

Metadata refers to information about the data itself. Nearly every database contains some metadata. This includes lists of the tables and fields for a data source and what type of data (for example, numeric, string, or date) a field contains. Tableau provides an additional layer of metadata that makes it very easy to customize a data connection to add or change attributes of the data.

Customizing a data source

Right-clicking on a field in the Data window reveals a menu of metadata options. Some of these options will be demonstrated in the following exercise, and others will be explained in later chapters. These are some of the options available via right-click:

  • Rename the field
  • Redefine the field as a dimension or a measure
  • Change the default use of a field to either discrete or continuous (this can only be done for date and numeric fields)
  • Add or remove the field from a hierarchy
  • Change the data type of the field
  • Change the geographic role of a field...

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