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Getting Started with Tableau 2018.x

Getting Started with Tableau 2018.x

By : Guillevin, Pires
4 (3)
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Getting Started with Tableau 2018.x

Getting Started with Tableau 2018.x

4 (3)
By: Guillevin, Pires

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (16 chapters)
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1
Catching Up with Tableau 2018

Wildcard Union


The first time you saw how to create Unions, you had to select the different tables of the same dataset. Wildcard Unions allow you to create more powerful Unions that automatically add all the files and all the tables that match a specific pattern. This kind of Union is convenient as you don't have to add the new Tables manually, you only need to refresh the Data Source. 

As an example for Wildcard Union, I split the Sample-Superstore Excel file into four files, one for each year, and I put it in a folder named Sales as displayed here: 

Note

To reproduce the following example, you need to download the Sales zip file available on the website, book.ladataviz.com, in the Chapter 12 section or use this link: https://ladataviz.com/wp-content/uploads/2018/09/Sales.zip.

Let's Union those files:

  1. Open Tableau Desktop and chose Microsoft Excel from the list of connectors.
  2. Select the Sales 2015.xlsx file.
  3. Replace Sheet1 with New Union:
  1. Select the second tab, Wildcard, and configure it to include...
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