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The Tableau Workshop

The Tableau Workshop

By : Sumit Gupta, Pinto, Shweta Savale, JC Gillet , Cherven
4.8 (32)
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The Tableau Workshop

The Tableau Workshop

4.8 (32)
By: Sumit Gupta, Pinto, Shweta Savale, JC Gillet , Cherven

Overview of this book

Learning Tableau has never been easier, thanks to this practical introduction to storytelling with data. The Tableau Workshop breaks down the analytical process into five steps: data preparation, data exploration, data analysis, interactivity, and distribution of dashboards. Each stage is addressed with a clear walkthrough of the key tools and techniques you'll need, as well as engaging real-world examples, meaningful data, and practical exercises to give you valuable hands-on experience. As you work through the book, you'll learn Tableau step by step, studying how to clean, shape, and combine data, as well as how to choose the most suitable charts for any given scenario. You'll load data from various sources and formats, perform data engineering to create new data that delivers deeper insights, and create interactive dashboards that engage end-users. All concepts are introduced with clear, simple explanations and demonstrated through realistic example scenarios. You'll simulate real-world data science projects with use cases such as traffic violations, urban populations, coffee store sales, and air travel delays. By the end of this Tableau book, you'll have the skills and knowledge to confidently present analytical results and make data-driven decisions.
Table of Contents (12 chapters)
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Preface

Grouping Data

The grouping of data is useful when you want to simplify or stack multiple dimension rows/members into one bigger bucket. For example, say you are working on a report on the population of countries in the world, and the standard data does not contain a custom grouping of all the South Asian countries. When you decide to create a custom grouping of all the South Asian countries by grouping countries such as India, Pakistan, Nepal, Sri Lanka, and so on, you will notice that a new dimension is added in your Data pane:

Figure 11.1: Sub-category group in the Sample - Superstore dataset

As is often the case with Tableau features, you can achieve the same results in multiple ways. You can use either of the following methods to create a group:

  • Create a group from the worksheet view.
  • Create a group from the Data pane.

You'll practice the both of these options in the following exercise.

Exercise 11.01: Creating Groups

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