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Learning Tableau 2019

Learning Tableau 2019

By : Joshua N. Milligan
4.6 (7)
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Learning Tableau 2019

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.
Table of Contents (18 chapters)
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1
Section 1: Tableau Foundations
5
Section 2: Leveraging the Full Power of Tableau
10
Digging Deeper - Trends, Clustering, Distributions, and Forecasting
11
Section 3: Data Prep and Structuring
14
Section 4: Advanced Techniques and Sharing with Others

Aggregate-level calculations

We've already considered aggregations such as sum, min, and max in Tableau. Often, you'll use fields as simple aggregations in the view. But sometimes, you'll want to use aggregations in more complex calculations.

For example, you might be curious to explore the percentage of the rent that was discounted. There is no such field in the data. It could not really be stored in the source, because the value changes based on the level of detail present in the view (for example, the percent discounted for an individual unit will be different to the percent discounted per floor or per building). Rather, it must be calculated at as an aggregate and recalculated as the level of detail changes.

Let's create a calculation named Discount % with the following code:

SUM([Discount]) / SUM([Rent]) 

This code indicates that the sum of Discount should...

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