Learning Tableau 2019电子书

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Copyright and Credits

Learning Tableau 2019 Third 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 Foundations

Taking Off with Tableau

The cycle of analytics

Connecting to data

Foundations for building visualizations

Measures and dimensions

Discrete and continuous fields

Discrete fields

Continuous fields

Visualizing data

Bar charts

Iterations of bar charts for deeper analysis

Line charts

Iterations of line charts for deeper analysis

Geographic visualizations

Filled maps

Symbol maps

Density maps

Using Show Me

Putting everything together in a dashboard

The Dashboard interface

Building your dashboard

Summary

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

A blending example

Filtering data

Filtering discrete (blue) fields

Filtering continuous (green) fields

Filtering dates

Other filtering options

Summary

Venturing on to Advanced Visualizations

Comparing values

Bar charts

Bar chart variations

Bullet chart – comparing to a goal, target, or threshold

Bar-in-bar chart

Highlighting categories of interest

Visualizing dates and times

Date parts, date values, and exact dates

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 and combination charts

Summary

Section 2: Leveraging the Full Power of Tableau

Starting an Adventure with Calculations

Introduction to calculations

Creating and editing calculations

Additional functions and operators

Four main types of calculations

Example data

Row-level calculations

Aggregate-level calculations

Why the row-level/aggregate-level difference matters

Level of detail calculations

Level of detail syntax

Level of detail types

FIXED

INCLUDE

EXCLUDE

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

Ad hoc calculations

Performance considerations

Summary

Diving Deep with Table Calculations

An 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

Meta table functions

Lookup and previous value

Running functions

Window functions

Rank functions

Script functions

The Total function

Practical examples

Year over Year Growth

Dynamic titles with totals

Late filtering

Data densification

When and where data densification occurs

An example of leveraging data densification

Summary

Making Visualizations That Look Great and Work Well

Visualization considerations

Leveraging formatting in Tableau

Workbook-level formatting

Worksheet-level formatting

Field-level formatting

Custom number formatting

Custom date formatting

Null formatting

Additional formatting options

Adding value to visualizations

Tooltips

Viz in Tooltip

Summary

Telling a Data Story with Dashboards

Key concepts for dashboards

Dashboard definition

Dashboard objectives

Dashboard approaches

Designing dashboards in Tableau

Objects

Tiled versus floating

Manipulating objects on the dashboard

Dashboard example – is least profitable always unprofitable?

Building the views

Creating the dashboard framework

Implementing actions to guide the story

Interlude – context filtering

Designing for different displays and devices

How actions work

Filter actions

Highlight actions

URL actions

Set actions

Sets

A set action example

Dashboard example – regional scorecard

Stories

Summary

Digging Deeper - Trends, Clustering, Distributions, and Forecasting

Trends

Customizing Trend Lines

Trend models

Linear

Logarithmic

Exponential

Power

Polynomial

Analyzing trend models

Exporting statistical model details

Advanced statistics (and more!) with R and Python

Clustering

Distributions

Forecasting

Summary

Section 3: Data Prep and Structuring

Cleaning and Structuring Messy Data

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 (Data Mart/Data Warehouse)

Dealing with data structure issues

Restructuring data in Tableau connections

Union files together

Cross database joins

A practical example – filling out missing/sparse dates

Working with different levels of detail

Overview of advanced fixes for data problems

Summary

Introducing Tableau Prep

Getting prepped to explore Tableau Prep

Understanding the Tableau Prep Builder Interface

Flowing with the fundamental paradigm

Connecting to data

Cleaning the data

Union, merging mismatched fields, and removing unnecessary fields

Grouping and cleaning

Calculations and aggregations in Tableau Prep

Filtering in Tableau Prep

Transforming the data for analysis

Options for automating flows

Summary

Section 4: Advanced Techniques and Sharing with Others

Advanced Visualizations, Techniques, Tips, and Tricks

Advanced visualizations

Slope Charts

Lollipop Charts

Waterfall Charts

Step Lines and Jump Lines

Spark Lines

Dumbbell Charts

Unit chart/symbol charts

Marimekko Charts

Sheet swapping and dynamic dashboards

Dynamically showing and hiding other controls

Mapping techniques

Supplementing the standard in geographic data

Manually assigning geographic locations

Creating custom territories

Ad hoc custom territories

Field-defined custom territories

Leveraging spatial objects

Some final map tips

Using background images

Animation

Transparency

Summary

Sharing Your Data Story

Presenting, printing, and exporting

Presenting

Printing

Exporting

Sharing with users of Tableau Desktop or 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

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