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Getting Started with Tableau 2019.2

Getting Started with Tableau 2019.2

By : Tristan Guillevin
5 (2)
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Getting Started with Tableau 2019.2

Getting Started with Tableau 2019.2

5 (2)
By: Tristan Guillevin

Overview of this book

Tableau is one of the leading data visualization tools and is regularly updated with new functionalities and features. The latest release, Tableau 2019.2, promises new and advanced features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2019.2 will get you up to speed with these additional functionalities. The book starts by highlighting the new functionalities of Tableau 2019.2, providing concrete examples of how to use them. However, if you're new to Tableau, you won't have to worry as the book also covers the major aspects of Tableau with relevant examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and even share data online. In the concluding chapters, you'll delve into advanced techniques such as creating a cross-database join and data blending. By the end of this book, you will be able to use Tableau effectively to create quick, cost-effective, and business-efficient Business Intelligence (BI) solutions.
Table of Contents (16 chapters)
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15
Index

Row-level filters

To create a row-lever filter, your Data Source must contain a field with the name of the Tableau Server Users. This solution only works when the access level is already defined in your data. This option uses a Tableau function called USERNAME() that returns the username of the currently logged-in user.

Again, the best way to understand this is with an example. You can reproduce the tutorial with your own Users and Groups in your Tableau Server and the Sample - Superstore Data Source.

In my case, I've created three Users in Tableau Server and the following Excel file, which I named User Access.xlsx:

In the Excel file, we specified that the following:

  • John Snow has access to all the Regions (do not confuse John Snow, a famous epidemiologist who discovered, in 1854, that cholera deaths were clustered around the water pumps in London thanks to data visualization, with Jon Snow, who knows nothing).
  • William Playfair only has access to West.
  • Charles Minard only has access to Central...
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