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Learning Tableau 2019

By : Joshua N. Milligan

4.6 (7)

Learning Tableau 2019

4.6 (7)

By: Joshua N. Milligan

Overview of this book

Tableau is the gold standard of business intelligence and visual analytics tools in every industry. It enables rapid data visualization and interpretation with charts, graphs, dashboards, and much more. Updated with the latest features of Tableau, this book takes you from the foundations of the Tableau 2019 paradigm through to advanced topics. This third edition of the bestselling guide by Tableau Zen Master, Joshua Milligan, will help you come to grips with updated features, such as set actions and transparent views. Beginning with installation, you'll create your first visualizations with Tableau and then explore practical examples and advanced techniques. You'll create bar charts, tree maps, scatterplots, time series, and a variety of other visualizations. Next, you'll discover techniques to overcome challenges presented by data structure and quality and engage in effective data storytelling and decision making with business critical information. Finally, you'll be introduced to Tableau Prep, and learn how to use it to integrate and shape data for analysis. By the end of this book, you will be equipped to leverage the powerful features of Tableau 2019 for decision making.

Preface

Preface

Who this book is for

What this book covers

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Section 1: Tableau Foundations

Section 1: Tableau Foundations

Taking Off with Tableau

Taking Off with Tableau

The cycle of analytics

Connecting to data

Foundations for building visualizations

Visualizing data

Putting everything together in a dashboard

Summary

Working with Data in Tableau

Working with Data in Tableau

The Tableau paradigm

Connecting to data

Managing data source metadata

Working with extracts instead of live connections

Tableau file types

Joins and blends

Filtering data

Summary

Venturing on to Advanced Visualizations

Venturing on to Advanced Visualizations

Comparing values

Visualizing dates and times

Relating parts of the data to the whole

Visualizing distributions

Visualizing multiple axes to compare different measures

Summary

Section 2: Leveraging the Full Power of Tableau

Section 2: Leveraging the Full Power of Tableau

Starting an Adventure with Calculations

Starting an Adventure with Calculations

Introduction to calculations

Row-level calculations

Aggregate-level calculations

Level of detail calculations

Parameters

Practical examples of calculations and parameters

Ad hoc calculations

Performance considerations

Summary

Diving Deep with Table Calculations

Diving Deep with Table Calculations

An overview of Table Calculations

Quick Table Calculations

Relative versus fixed

Custom Table Calculations

Practical examples

Data densification

Summary

Making Visualizations That Look Great and Work Well

Making Visualizations That Look Great and Work Well

Visualization considerations

Leveraging formatting in Tableau

Adding value to visualizations

Summary

Telling a Data Story with Dashboards

Telling a Data Story with Dashboards

Key concepts for dashboards

Designing dashboards in Tableau

Dashboard example – is least profitable always unprofitable?

Designing for different displays and devices

How actions work

Dashboard example – regional scorecard

Stories

Summary

Digging Deeper - Trends, Clustering, Distributions, and Forecasting

Digging Deeper - Trends, Clustering, Distributions, and Forecasting

Trends

Clustering

Distributions

Forecasting

Summary

Section 3: Data Prep and Structuring

Section 3: Data Prep and Structuring

Cleaning and Structuring Messy Data

Cleaning and Structuring Messy Data

Structuring data for Tableau

Dealing with data structure issues

Overview of advanced fixes for data problems

Summary

Introducing Tableau Prep

Introducing Tableau Prep

Getting prepped to explore Tableau Prep

Understanding the Tableau Prep Builder Interface

Flowing with the fundamental paradigm

Summary

Section 4: Advanced Techniques and Sharing with Others

Section 4: Advanced Techniques and Sharing with Others

Advanced Visualizations, Techniques, Tips, and Tricks

Advanced Visualizations, Techniques, Tips, and Tricks

Advanced visualizations

Sheet swapping and dynamic dashboards

Mapping techniques

Using background images

Animation

Transparency

Summary

Sharing Your Data Story

Sharing Your Data Story

Presenting, printing, and exporting

Sharing with users of Tableau Desktop or Tableau Reader

Sharing with users of Tableau Server, Tableau Online, and Tableau Public

Summary

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Sharing with users of Tableau Server, Tableau Online, and Tableau Public

Tableau Server, Tableau Online, and Tableau Public are all variations on the same concept: hosting visualizations and dashboards on a server and allowing users to access them through a web browser.

The following table provides some of the similarities and differences between the products, but as details may change please consult with a Tableau representative prior to making any purchasing decisions:

Product	Tableau Server	Tableau Online	Tableau Public
Description	A server application installed on one or more server machines that hosts views and dashboards created with Tableau Desktop.	A cloud-based service maintained by Tableau Software that hosts views and dashboards created with Tableau Desktop.	A cloud-based service maintained by Tableau Software that hosts views and dashboards created...

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