Learning Tableau 10 - Second Edition电子书

Learning Tableau 10 Second Edition

Learning Tableau 10 Second Edition

Credits

About the Author

About the Reviewers

www.PacktPub.com

Why subscribe?

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

1. Creating Your First Visualizations and Dashboard

Connecting to data

Foundations for building visualizations

Measures and dimensions

Discrete and continuous

Discrete fields

Continuous fields

Visualizing data

Creating bar charts

Iterations of bar charts for deeper analysis

Creating line charts

Iterations of line charts for deeper analysis

Creating geographic visualizations

Filled maps

Symbol maps

Using Show Me

Bringing everything together in a dashboard

Building your dashboard

Summary

2. Working with Data in Tableau

The Tableau paradigm

A simple example

Connecting to data

Connecting to data in a file

Connecting to data on a server

Connecting to data in the cloud

Shortcuts for connecting to data

Managing data source metadata

Working with extracts instead of live connections

Creating extracts

Using extracts

Performance

Portability and security

When to use an extract

Tableau file types

Joins and blends

Joining tables

Cross – database joins

Blending data sources

Blending example

Filtering data

Filtering discrete fields

Filtering continuous fields

Filtering dates

Other filtering options

Summary

3. Moving from Foundational to More Advanced Visualizations

Comparing values across different dimensions

Bar charts

Bar chart variations

Bullet chart – showing progress toward a goal

Bar in bar chart

Highlighting categories of interest

Visualizing dates and times

The built-in date hierarchy

Variations of date and time visualizations

Gantt charts

Relating parts of the data to the whole

Stacked bars

Treemaps

Area charts

Pie charts

Visualizing distributions

Circle charts

Jittering

Box and whisker plots

Histograms

Visualizing multiple axes to compare different measures

Scatterplot

Dual axis

Combination charts

Summary

4. Using Row-Level, Aggregate, and Level of Detail Calculations

Creating and editing calculations

Overview of the three main types of calculations

Row Level examples

Aggregate Level example

Row Level or Aggregate – why does it matter?

Level of Detail calculations

Level of Detail syntax

Level of Detail example

Parameters

Creating parameters

Practical examples of calculations and parameters

Fixing data issues

Extending the data

Enhancing user experience, analysis, and visualizations

Achieving flexibility with data blends

Ad hoc calculations

Performance considerations

Summary

5. Table Calculations

Overview of table calculations

Creating and editing table calculations

Quick table calculations

Relative versus fixed

Scope and direction

Working with scope and direction

Addressing and partitioning

Advanced addressing and partitioning

Custom table calculations

Practical examples

Year – over – Year growth

Ranking within higher levels

Late filtering

Data densification

When and where data densification occurs

An example of leveraging data densification

Summary

6. Formatting a Visualization to Look Great and Work Well

Formatting considerations

Understanding how formatting works in Tableau

Worksheet level formatting

Field-level formatting

Additional formatting options

Adding value to visualizations

Tooltips

Summary

7. Telling a Data Story with Dashboards

Dashboard objectives

Example - is least profitable always unprofitable?

Building the views

Creating the dashboard framework

Implementing actions to tell the story

Designing for different displays and devices

How actions work

Filter actions

Highlight actions

URL actions

Example - regional scorecard

Stories

Summary

8. Deeper Analysis – Trends, Clustering, Distributions, and Forecasting

Trending

Customizing trend lines

Trend models

Analyzing trend models

Clustering

Distributions

Forecasting

Summary

9. Making Data Work for You

Structuring data for Tableau

Good structure - tall and narrow instead of short and wide

Wide data

Tall data

Wide and tall in Tableau

Good structure - star schemas

Techniques for dealing with data structure issues

Restructuring data in Tableau connections

Union files together

Originals

Prequels

Sequels

Cross-database joins

Working with different Level of Detail

Overview of advanced fixes for data problems

Summary

10. Advanced Visualizations, Techniques, Tips, and Tricks

Advanced visualizations

Slope chart

Lollipop chart

Waterfall chart

Sparklines

Dumbbell chart

Unit chart/symbol chart

Marimekko chart

Sheet swapping and dynamic dashboards

Dynamically showing and hiding other controls

Advanced mapping techniques

Supplementing the standard in geographic data

Manually assigning geographic locations

Creating custom territories

Ad hoc custom territories

Field – defined custom territories

Some final map tips

Using background images

Animation

Summary

11. Sharing Your Data Story

Presenting, printing, and exporting

Presenting

Printing

Exporting

Sharing with users of Tableau Desktop and Tableau Reader

Sharing with Tableau Desktop users

Sharing with Tableau Reader users

Sharing with users of Tableau Server, Tableau Online, and Tableau Public

Publishing to Tableau Public

Publishing to Tableau Server and Tableau Online

Interacting with Tableau Server

Additional distribution options using Tableau Server

Summary