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Getting Started with Tableau 2018.x

By : Guillevin, Pires

4 (3)

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.

Preface

Preface

Disclaimer

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

Catching Up with Tableau 2018

Catching Up with Tableau 2018

Tableau Desktop

Tableau Server/Online

Summary

The Tableau Core

The Tableau Core

The different Tableau products

Speaking Tableau

Dimension and Measure

Blue and green – Discrete and Continuous

The toolbar options

Live or Extract

Summary

A First Dashboard and Exploration

A First Dashboard and Exploration

Connect to data

Create a first set of visualizations

Building your first Dashboard

Using Tableau for data exploration

Summary

Connect to Data and Simple Transformations

Connect to Data and Simple Transformations

Data connection

Join data easily

Union your data

Simple transformations

Summary

Build an Efficient Data Source

Build an Efficient Data Source

Understanding the Data Source

Refresh a Data Source and deal with changes

Field customization and default properties

Hierarchies

Groups, Sets, and Bins

Summary

Design Insightful Visualizations - Part 1

Design Insightful Visualizations - Part 1

Creating a visualization the automatic and manual way

The different Mark types

Mark properties

Summary

Design Insightful Visualizations - Part 2

Design Insightful Visualizations - Part 2

Using multiple Measures

Filters

Pages

Worksheet options and format

Summary

Create Powerful Dashboards and Stories

Create Powerful Dashboards and Stories

Before we start

Dashboard basics

Tiled, Floating, and Container Layouts

Dashboard Actions

Creating a Story

Summary

Publish and Interact in Tableau Server

Publish and Interact in Tableau Server

Introduction to Tableau Server

Tableau Server contents

Publishing and modifying contents

Interacting with published Contents

Device layout

Summary

An Introduction to Calculations

An Introduction to Calculations

Calculated Field basics

Advanced functions

Summary

Analytics and Parameters

Analytics and Parameters

Using built-in Analytics tools

How to work with Parameters

Creating a year-on-year comparator

Summary

Advanced Data Connections

Advanced Data Connections

Cross-database Join

Data-blending

Wildcard Union

Summary

Deal with Security

Deal with Security

Tableau Server security

User Filters

Row-level filters

Summary

How to Keep Growing Your Skills

How to Keep Growing Your Skills

The Tableau Community

Tableau Public

Community projects

Ambassadors, Zen Masters, and Iron Viz

Summary

Other Books You May Enjoy

Other Books You May Enjoy

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Build an Efficient Data Source

The Data Source is a crucial part of Tableau. Of course, the purpose of the tool is to visualize data, but without Data Source, there's no visualization. The Data Source is the engine of Tableau. It affects the performance, the quality of the analysis, the speed, and more. Also, like any engine, it's necessary to spend some time taking care of it.

In this chapter, you'll learn how to build the best possible engine for your analysis. We will cover the following topics:

Understanding the Data Source
Refreshing a Data Source and dealing with changes
Field customization and default properties
Hierarchies
Groups, Sets, and Bins

Let's start with a clear explanation of what a Data Source is.

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