Mastering Tableau 2019.1电子书

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Copyright and Credits

Mastering Tableau 2019.1 Second Edition

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Preface

Who this book is for

What this book covers

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Conventions used

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Section 1: Tableau Concepts, Basics

Getting Up to Speed - A Review of the Basics

Creating worksheets and dashboards

Creating worksheets

Exercise: fundamentals of visualizations

Beyond the default behavior

Exercise: overriding defaults

Show Me

Creating dashboards

Exercise: building a dashboard

Exercise: adding interactivity to a dashboard

Connecting Tableau to your data

Exercise: observing metadata differences

Connecting to Tableau Server

Exercise: connecting to Tableau Server

Connecting to saved data sources

Exercise: creating a local data connection

Measure Names and Measure Values

Exercise: Measure Names and Measure Values

Exercise: Measure Names and Measure values shortcuts

Exercise: commentary

Three essential Tableau concepts

Dimensions and measures

Exercise: dimensions and measures

Row level, aggregate level, table level

Exercise: row level, aggregate level, table level

Exercise: commentary

Continuous and discrete

Exporting data to other devices

Exporting data to a mobile phone

Summary

All About Data - Getting Your Data Ready

Understanding Tableau's data handling engine, hyper

The Tableau data handling engine

Changing field attribution

Table calculation

Hyper takeaways

Data mining and knowledge discovery process models

Survey of the process models

CRISP–DM

CRISP–DM Phases

Phase I: business understanding

Phase II: data understanding

Phase III: data preparation

Phase IV: modeling

Phase V: evaluation

Phase VI: deployment

Focus on data preparation

Surveying data

Exercise: surveying data

Exercise: extrapolating data

Exercise: commentary

Cleaning the data

Exercise: cleaning the data

Exercise: commentary

Exercise: extracting data

Exercise: commentary

Summary

Tableau Prep

Connecting to data

Exercise: connecting data to Tableau Prep

The Tableau Prep GUI

Exercise: getting to know Tableau Prep

Prepping data

Cleaning data

Exercise: cleaning data

Unions and joins

Exercise: unions and joins

Introduction to aggregating

Exercise: aggregating

Pivoting

Exercise: pivoting

Exporting data

Summary

All About Data - Joins, Blends, and Data Structures

Introduction to joins

Introduction to complex joins

Exercise: observing join culling

Exercise: steps

Exercise: commentary

Introduction to join calculations

Introduction to spatial joins

Introduction to unions

Understanding union

Understanding data blending

Order of operations

Exercise: a data blend vs a left join

Exercise: steps

Understanding the join

Understanding the data blend

No dimensions from a secondary source

Exercise: adding secondary dimensions

Introduction to scaffolding

Exercise: enhanced forecasting through scaffolding

Introduction to data structures

Exercise: adjusting the data structure for different questions

Exercise steps: part I

Exercise steps: part II

Summary

All About Data - Data Densification, Cubes, and Big Data

Introduction to data densification

Domain completion

Deployment of domain completion

Exercise: activating domain completion in a crosstab part I

Exercise: activating domain completion in a crosstab part II

Exercise: activating domain completion through view types

Usefulness of domain completion

Exercise: labelling nulls

Problems of domain completion

Exercise: unwanted domain completion

Domain padding

Deploying domain padding through Show Empty Rows/Columns

Exercise: activating domain padding through Show Empty Rows/Columns

Usefulness of domain padding

Exercise: domain padding – filling date gaps

Problematic domain padding

Exercise: from a domain-padded visualization to a crosstab

Working with cubes

Data blending for continuous months

Exercise: data blending for continuous months

Data blending for hierarchies, aliasing, and grouping

Exercise: demonstrating data blending for hierarchies, aliasing, and grouping

The deprecation of cubes

Tableau and big data

Addressing Excel's row limitation

Exercise: Excel's row limitation

Massively parallel processing

Building a visualization with Google BigQuery

Exercise: building a visualization with Google BigQuery

Summary

Table Calculations

A definition and two questions

Introduction to functions

Directional and non-directional

Directional and non-directional table calculations

Exercises: exploring each unique table calculation function

Lookup and Total

Previous Value

Running

Window

First and Last

Index

Rank

Size

Application of functions

Building a playground

Partitioning and addressing with one dimension

Partitioning and addressing with two dimensions

Partitioning and addressing with three dimensions

Summary

Level of Detail Calculations

Building playgrounds

Playground I: FIXED and EXCLUDE

Exercise: exploring Fixed and Exclude and setting up the workbook

Inspecting the worksheet and initial setup

Understanding FIXED

Understanding EXCLUDE

Understanding order of filtering

Exercise: commentary

Playground II: INCLUDE

Inspecting the worksheet and initial setup

Exercise steps: exploring INCLUDE

Practical application

Exercise: practical FIXED

Exercise steps: practical FIXED – the problem

Exercise steps: practical FIXED – table calc solution

Exercise steps: practical FIXED – LOD solution

Exercise: commentary

Exercise: practical INCLUDE

Exercise steps part I – solving using an LOD calculation

Exercise steps part II – solving without an LOD calculation

Exercise: commentary

Exercise: practical EXCLUDE

Exercise steps part I: solving using an LOD calculation

Exercise steps part II: solving using blending

Exercise: commentary

Summary

Section 2: Advanced Calculations, Mapping, Visualizations

Beyond the Basic Chart Types

Improving popular visualizations

Bullet graphs

Exercise steps for the bullet graph: the basics

Exercise steps for bullet graph: beyond the basics

Making useful pies and donuts

Exercise: pies and donuts on maps

Exercise: steps for pies and donuts

Exercise: steps for pies and donuts – beyond the basics

Pareto charts

Exercise: steps for a Pareto chart – the basics

Exercise: steps for a Pareto chart – beyond the basics

Custom background images

Exercise: creating a grid

Exercise: steps for creating a grid

Exercise: steps for using a grid to generate a dataset

Exercise: visualizing a chess game

Exercise: creating polygons on a background image

Exercise: steps for creating polygons on a background image

Tableau extensions

Show me More

Extensions API exercise

Summary

Mapping

Extending Tableau's mapping capabilities without leaving Tableau

Exercise: displaying routes and calculating distances

Extending Tableau mapping with other technology

Exercise: connecting to a WMS server

Exploring the TMS file

The TMS file structure

Accessing popular map servers

ArcGIS

Stamen

Exploring Mapbox

Exercise: Mapbox Classic

Exercise: Mapbox GL

Accessing different maps with a dashboard

Exercise: swapping maps

Creating custom polygons

Exercise: Drawing a square around Null Island

Exercise: steps

Converting shape files for Tableau

Exercise: polygons for Texas

Exercise: steps

Heatmaps

Example

Summary

Tableau for Presentations

Getting the best images out of Tableau

A brief survey of screen capture tools

Tableau's native export capabilities

The five export types

From Tableau to PowerPoint

Exercise: creating a template

Exercise: creating two dashboards

Exercise: creating a PowerPoint presentation

Exercise: automating a weekly PowerPoint presentation

Embedding Tableau in PowerPoint

Exercise: creating an interactive PowerPoint presentation

Animating Tableau

Exercise: creating an animation with Tableau

Exercise: using an animation to export many images

Exercise: using an animation in Tableau to create an animation in PowerPoint

Story points and dashboards for Presentations

Presentation resources

Exercise: using Tableau dashboards to create a PowerPoint-like presentation

Summary

Visualization Best Practices and Dashboard Design

Visualization design theory

Formatting rules

Rule: keep the font choice simple

Rule: using lines in order of visibility

Rule: band in groups of three to five

Exercise: banding

Color rules

Rule: keep colors simple and limited

Rule: respect the psychological implications of colors

Rule: be colorblind friendly

Rule: use pure colors sparingly

Exercise: using pure colors

Rule: color variations over symbol variation

Visualization type rules

Rule: keep shapes simple

Exercise: shapes

Rule: use pie charts sparingly

Compromises

Making the dashboard simple and dashboard robust

Presenting dense information and sparse Information

Telling a story

Documenting

Exercise: tooltips for extensive help

Keeping visualizations simple

Dashboard design

Dashboard layout

The golden rectangle layout

The quad layout

The small multiple layout

Sheet selection

Exercise: sheet swapping pie charts and treemaps

Exercise: collapsible menu

Summary

Advanced Analytics

Self-service Analytics

Use case – Self-service Analytics

Use case – Geo-spatial Analytics

Summary

Improving Performance

Understanding the performance-recording dashboard

Exercise: exploring performance recording in Tableau desktop

Performance-recording dashboard events

Behind the scenes of the performance- recording dashboard

Hardware and on-the-fly techniques

Hardware considerations

On-the-fly-techniques

Exercise: pause/resume auto-updates

Exercise: run update

Exercise: small extracts

Single Data Source > Joining > Blending

Three ways Tableau connects to data

Using referential integrity when joining

Exercise: referential integrity

Advantages of blending

Exercise: necessary blending

Efficiently working with data sources

Tuning data sources

Primary and foreign keys

NOT NULL

Introduction to Index

Indexing

Working efficiently with large data sources

Intelligent extracts

Understanding the Tableau data extract

Constructing an extract for optimal performance

Exercise: summary aggregates for improved performance

Optimizing extracts

Exercise: materialized calculations

Parameters

Using filters wisely

Extract filter performance

Data source filter performance

Context filters

Dimension and measure filters

Table-calculation filters

Exercise: late filter

Using actions instead of filters

Efficient calculations

Boolean/Numbers > Date > String

Exercise: an efficient and an inefficient way to determine N figure salary

Exercise: date vs integer

Level-of-detail calculation or table calculations

Additional performance considerations

Avoid overcrowding a dashboard

Fixing dashboard sizing

Setting expectations

Summary

Section 3: Connecting Tableau to R, Python, and Matlab

Interacting with Tableau Server

Tableau file types

Tableau data source

Tableau packaged data source

Exercise: publishing a data source to Tableau Server

Tableau workbook

Tableau packaged workbook

Other file types

Tableau Server architecture

Tableau Server architecture approaches to avoid

Tableau Server architecture: TWB-centric

Tableau Server architecture: TWBX-centric

Tableau Server architecture approaches to adopt

Tableau Server architecture: TDS-centric

Tableau Server architecture: TDSX-centric

Tableau Server revision history

Tableau Server web-authoring environment

Basic web-authoring instructions

Exercise: editing an existing workbook on Tableau Server

Exercise: creating a new workbook on Tableau Server

Capabilities and limitations of web-authoring

Exercise: the Tableau Server web-authoring environment

Comparing Tableau Desktop and web-authoring

User filters

Exercise: deploying a view-level user filter

Performance-recording dashboard

Exercise: exploring Performance Recording on Tableau Server

More Tableau Server settings

Alerting

Subscribing

Creating custom views

Commenting

Certified Data Source

Tableau Service Manager

Summary

Programming Tool Integration

The architecture

R installation and integration

Installation

Installing R

Integration: starting Rserve, connecting to Tableau, and installing RStudio

Using R functions

Exercise: reproducing native Tableau functionality in R

Introduction to correlations

Exercise: correlations

Introduction to regression analysis

Exercise: regression analysis

Introduction to clustering

Exercise: clustering

Introduction to quantiles

Exercise: quantiles

Troubleshooting in Tableau and R

Examples of troubleshooting in Tableau and R

R scripts and Tableau table calculations

Performance challenges

Python installation and integration

Installation

Installing Python

Integrating Python

Using Python functions

Random and random normal

Exercise: random number

Exercise: random normal

Introduction to sentiment analysis

Exercise: sentiment analysis

MATLAB installation and integration

Installing MATLAB

Integrating MATLAB

Functions of MATLAB

Summary

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