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Tableau: Creating Interactive Data Visualizations
Table of Contents
Tableau: Creating Interactive Data Visualizations
Tableau: Creating Interactive Data Visualizations
Credits
Preface
What this learning path covers
What you need for this learning path
Who this learning path is for
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Module 1
1. A Short Dash to Dashboarding!
Introduction
Preparing for your first dashboard
How to do it...
How it works…
See also
Showing the power of data visualization
Getting ready
How to do it…
How it works…
There's more…
See also
Connecting to data sources
Getting ready
How to do it…
How it works…
There's more…
See also
Introducing the Tableau interface
Getting ready
How to do it…
How it works…
See also
Interacting with your first data visualization
Getting ready
How to do it...
How it works…
There's more…
Sharing your visualization with the world
Getting ready
How to do it…
How it works…
There's more…
2. Summarizing Your Data for Dashboards
Introduction
Arithmetic – the queen of mathematics!
Getting ready
How to do it...
How it works…
There's more…
Dashboards and dates
Getting ready
How to do it...
How it works…
There's more…
Grouping your data with calculations
Getting ready
How to do it...
How it works...
Correlation with calculations
Getting ready
How to do it...
How it works...
There's more...
Using cross-tabs flexibly
Getting ready
How to do it...
How it works...
There's more...
Simplifying your business rules with customer calculations
Getting ready
How to do it...
How it works…
There's more…
3. Interacting with Data for Dashboards
Introduction
Fun with filters – grouping your data with clarity
Getting ready
How to do it...
How it works...
See also
Hierarchies for revealing the dashboard message
Getting ready
How to do it...
How it works…
There's more...
See also
Classifying your data for dashboards
Getting ready
How to do it...
How it works...
See also
Actions and interactions
Getting ready
How to do it...
How it works...
See also
Drilling into the details
Getting ready
How to do it...
How it works...
Working with input controls
Getting ready
How to do it...
How it works...
There's more...
4. Using Dashboards to Get Results
Introduction
Enriching data with mashups
Getting ready
How to do it…
How it works…
There's more…
Page trails
Getting ready
How to do it…
How it works…
There's more…
See also
Guided analytics with Tableau
Getting ready…
How to do it…
How it works…
See Also
Sharing your results in a meeting
Getting ready
How to do it...
How it works…
Notes and annotations
Getting ready
How to do it…
Using external data to enrich your dashboard
Getting ready
How to do it…
How it works...
5. Putting the Dash into Dashboards
Introduction
Choosing your visualization
Getting ready
How to do it...
How it works...
There's more...
Using parameters in dashboards
Getting ready
How to do it...
How it works...
Using custom geocoding in Tableau
Getting ready
How to do it…
How it works...
See also
Profiting from Big Data to rev your visualization
Getting ready
How to do it…
How it works...
There's more...
Filtering your data for focus
Getting ready
How to do it…
How it works...
There's more...
See also
Creating choices in dashboards using conditional logic
Getting ready
How to do it...
How it works...
There's more…
6. Making Dashboards Relevant
Introduction
Adding an infographic to your Tableau dashboard
Getting ready
How to do it…
How it works…
There's more…
String manipulation in dashboards
Getting ready
How to do it…
How it works…
Correcting data exports from Tableau to Excel
Getting ready
How to do it…
How it works…
Blending data
Getting ready
How to do it…
How it works…
Optimizing tips for efficient, fast visualization
Getting ready
How to do it…
How it works…
7. Visual Best Practices
Introduction
Coloring your numbers
Getting ready
How to do it…
How it works…
See also
Dueling with dual axes
Getting ready
How to do it…
How it works…
There's more…
Where is the three dimensional data?
Getting ready
How to do it…
Eating humble pie – pie charts or not?
Getting ready
How to do it…
How it works…
See also
Sizing to make a data story
Getting ready
How to do it…
How it works…
See also
2. Module 2
1. Connecting to Data Sources
Introduction
Connecting to text files
Getting ready
How to do it...
How it works…
There's more...
Connecting to Excel files
Getting ready
How to do it...
How it works...
There's more...
Connecting to Access databases
Getting ready
How to do it...
How it works...
Connecting to a SQL Server
Getting ready
How to do it...
How it works...
Pasting from a clipboard
Getting ready
How to do it...
How it works...
There's more...
Connecting to other databases
Getting ready
How to do it...
How it works...
There's more...
Connecting to Windows Azure Marketplace
Getting ready
How to do it...
How it works....
There's more...
Understanding dimensions and measures
Changing data types
Getting ready
How to do it....
How it works...
Applying filters
Getting ready
How to do it...
How it works...
Merging multiple data sources
Getting ready
How to do it...
How it works...
There's more...
2. Creating Univariate Charts
Introduction
Creating tables
Getting ready
How to do it...
How it works...
Creating bar graphs
Getting ready
How to do it...
How it works...
Creating pie charts
Getting ready
How to do it...
How it works...
Sorting the graphs
Getting ready
How to do it...
How it works....
Creating histograms
Getting ready
How to do it...
How it works...
Creating line charts
Getting ready
How to do it...
How it works...
Using the Show Me toolbar
Getting ready
How to do it...
How it works....
Creating stacked bar graphs
Getting ready
How to do it...
How it works...
Creating box plots
Getting ready
How to do it...
How it works...
Showing aggregate measures
Getting ready
How to do it...
How it works...
Showing the top 10 items
Getting ready
How to do it...
How it works...
3. Creating Bivariate Charts
Introduction
Creating tables
Getting ready
How to do it....
How it works....
There's more...
Creating scatter plots
Getting ready
How to do it....
How it works...
There's more...
Swapping rows and columns
Getting ready
How to do it...
How it works...
Adding trend lines
Getting ready
How to do it...
How it works....
There's more...
Selecting color palettes
Getting ready
How to do it...
How it works...
There's more...
Using dates
Getting ready
How to do it....
How it works...
4. Creating Multivariate Charts
Introduction
Creating facets
Getting ready
How to do it...
How it works...
There's more...
Creating area charts
Getting ready
How to do it...
How it works…
There's more...
Creating bullet graphs
Getting ready
How to do it...
How it works...
There's more...
Creating dual axes charts
Getting ready
How to do it...
How it works...
Creating Gantt charts
Getting ready
How to do it...
How it works...
There's more...
Creating heat maps
Getting ready
How to do it...
How it works...
5. Creating Maps
Introduction
Setting geographic roles
Getting ready
How to do it...
How it works...
There's more...
Placing marks on a map
Getting ready
How to do it...
How it works...
Overlaying demographic data
Getting ready
How to do it...
How it works...
There's more...
Creating choropleth maps
Getting ready
How to do it...
How it works...
Using polygon shapes
Getting ready
How to do it...
How it works...
Customizing maps
Getting ready
How to do it...
How it works...
6. Calculating User-defined Fields
Introduction
Using predefined functions
Getting ready
How to do it...
How it works...
There's more...
Calculating percentages
Getting ready
How to do it...
How it works...
Applying the If-Then logic
Getting ready
How to do it...
How it works...
Applying logical functions
Getting ready
How to do it...
How it works...
Showing totals
Getting ready
How to do it...
Showing the percentage of totals
Getting ready
How to do it...
There's more...
Discretizing data
Getting ready
How to do it...
How it works...
Manipulating text
Getting ready
How to do it...
How it works...
Aggregating data
Getting ready
How to do it...
7. Customizing and Saving
Introduction
Adding title and caption
Getting ready
How to do it...
Modifying font sizes and colors
Getting ready
How to do it...
Applying various marks
Getting ready
How to do it...
How it works...
Adding colors
Getting ready
How to do it...
How it works...
Adding labels
Getting ready
How to do it...
How it works...
Changing marks sizes
Getting ready
How to do it...
Adding reference lines
Getting ready
How to do it...
Printing to PDF
Getting ready
How to do it...
Saving packaged workbooks
Getting ready
How to do it...
Creating a workbook data extract
Getting ready
How to do it...
There's more...
8. Exporting and Sharing
Introduction
Saving a workbook on a Tableau server
Getting ready
How to do it...
Saving a workbook on the Web
Getting ready
How to do it...
Exporting images
Getting ready
How to do it...
Exporting data
Getting ready
How to do it...
How it works...
9. Exploring Advanced Features
Introduction
Viewing data
Getting ready
How to do it...
Changing the mark size
Getting ready
How to do it...
Using the presentation mode
Getting ready
How to do it...
Adding annotations
Getting ready
How to do it...
Excluding data on the fly
Getting ready
How to do it...
Customizing mark shapes
Getting ready
How to do it...
Adding drop-down selectors
Getting ready
How to do it...
Adding search box selectors
Getting ready
How to do it...
Adding slider selectors
Getting ready
How to do it...
Creating dashboards
Getting ready
How to do it...
Creating animated visualizations
Getting ready
How to do it...
Creating parameters
Getting ready
How to do it...
3. Module 3
1. Getting Started with Tableau Public
A Tableau Public overview
Telling your story with Tableau Public
Installing Tableau Public
Exploring Tableau Public
Connecting to data
Opening files and creating your profile
Discover
Exploring the visualizations of other authors
Summary
2. Tableau Public Interface Features
Touring the Tableau Public user interface
The side bar
The Data pane
Visual cues
The Analytics pane
Menus and toolbars
Canvas and Column/Row shelves
Using the Columns and Rows shelves
Using the Marks card
The Filters and Pages shelves
The workspace control tabs of Tableau Public
The Show Me tool
Summary
3. Connecting to Data
Public data
Tables and databases
The data sources that Tableau Public connects to
The databases, tables, dimensions, facts, field formats and conventions
Connecting to the data in Tableau Public
The data source user interface
Using the data interpreter
Pivoting data
Filtering data sources
Joining tables
Connecting to web-based data sources
Summary
4. Visualization – Tips and Types
An overview of the development lifecycle
Ten visualization tips
The perception of visual clues
Using the Show Me tool to create charts
Answering questions using Show Me chart types
About dimensions and measures
Continuous and discrete dimensions and measures
Selecting aggregation types for measures
Swapping and sorting
Types of visualization
Line graphs
Continuous versus discrete date-time elements
Tables
Bar charts
Geographic maps
Scatter plots
Pie charts
Using groups and sets
Summary
5. Calculations
Creating calculated fields
Editing calculated fields
Types of calculations
The number functions
The date functions
Type conversions
The string functions
The aggregate functions
The logic functions
Blending data sources
Summary
6. Level of Detail and Table Calculations
About data sources
Creating quick table calculations
Changing over time
Compute using
Moving average
Editing table calculations
Manually editing table calculations
Ranking
Window versus running functions
A note on addressing
The level of detail calculations
A FIXED LOD calculation
The INCLUDE and nested LOD calculations
Summary
7. Dashboard Design and Styling
The dashboard design process
Best practices for dashboard design
Creating a dashboard
The dashboard tab interface
Layout objects
Setting the size of dashboard elements
Sizing the dashboard
Building a dashboard
Summary
8. Filters and Actions
Adding and using Filters
Adding Filters to worksheets
Adding Quick Filters to a dashboard
Moving the Quick Filter
Filtering across Data sources with parameters
Using parameters as Filters
Modifying titles
Filtering across multiple Data sources with parameters
Actions
URL actions
Summary
9. Publishing Your Work
Saving your work and logging in to Tableau Public
Opening work from the Cloud
Managing your profile
Viewing your work online
Managing workbook details
Summary
A. Bibliography
Index
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