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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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Catching Up with Tableau 2018

Publishing and modifying contents


On Tableau Desktop, you can connect to Tableau Server from the Sign In... option on the Server menu, highlighted in the following screenshot:

Then, you can publish the Data Source and the Workbook individually. The most common way to work with Tableau Server is first to publish the Data Source (usually an Extract), then the Workbook.

Why and how to publish a data source

Tableau Desktop is the only tool that allows you to connect to a Dataset, create an Extract, publish it to Tableau Server, and schedule an automatic refresh. Publishing a Data Source offers multiple advantages:

  • All the customization (aliases, default properties, hidden or renamed fields, and so on) is saved. If you, or another Tableau Server User, uses the published Data Sources, all the customization work is already done.
  • All the newly created fields (Calculated Field, Sets, Groups, Parameters, Bins, and so on) are also saved. All Workbooks based on the same published Data Source use the same...

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