Learning Tableau 2019 : tools for business intelligence, data prep, and visual analytics

Description

Cover Title Page Copyright and Credits About Packt Contributors Table of Contents Preface Section 1: Tableau Foundations Chapter 1: 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 Chapter 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 A blending example Filtering data Filtering discrete (blue) fields Filtering continuous (green) fields Filtering dates Other filtering options Summary Chapter 3: 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 Chapter 4: 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 Chapter 5: 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 Chapter 6: 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 Chapter 7: 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 Chapter 8: 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 Chapter 9: 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 Chapter 10: 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 Chapter 11: 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 Chapter 12: 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 Other Books You May Enjoy Index