Tableau
Book - 2023
Offers information on how to perform complex data analysis and create powerful visualizations and dashboards using Tableau, covering such topics as navigating the user interface, understanding data sources, and publishing workbooks.
Saved in:
- Subjects
- Published
-
Hoboken, NJ :
John Wiley & Sons, Inc
[2023]
- Language
- English
- Main Author
- Other Authors
- Edition
- Second edition
- Item Description
- Includes index.
- Physical Description
- x, 308 pages : illustrations (some color) ; 24 cm
- ISBN
- 9781119684589
- Introduction
- About This Book
- Foolish Assumptions
- Icons Used in This Book
- Beyond the Book
- Where to Go from Here
- Part 1. Tackling Tableau Basics
- Chapter 1. Learning Tableau Lingo
- What Is Tableau?
- Tableau and Business Intelligence
- Connecting Big Data with Business Intelligence
- Analyzing Data with Tableau
- Visualizing Data
- Understanding Key Tableau Terms
- Data source
- Data type
- Data fields
- Dimensions and measures
- Continuous versus discrete
- Filter
- Aggregation
- Workbook and worksheet
- Gearing Up for the Tableau Journey
- Understanding installation prerequisites
- Getting familiar with Tableau file types and sources
- Chapter 2. Venturing into Tableau Versions
- Getting to Know the Tableau Product Line
- Tableau Desktop
- Tableau Prep
- Tableau Server and Tableau Cloud
- Tableau Public
- Tableau Reader
- Tableau CRM Analytics
- Tableau Data Management
- Tableau Advanced Management
- Choosing the Right Version
- Chapter 3. Mapping Out the Data Journey
- Cycling Down the Tableau Highway
- Identifying the right question or business need
- Getting raw data
- Choosing mapping techniques
- Viewing and preparing datasets
- Developing visual insights
- Publishing and sharing insights
- Knowing What Tools You Need in Each Stage of the Data Life Cycle
- Understanding User Types and Their Capabilities
- Viewer
- Explorer
- Creator
- Engaging Users Based on User Type
- Access
- Author
- Prepare
- Interact
- Collaborate
- Govern
- Part 2. Prepping Data in Tableau
- Chapter 4. Connecting Your Data
- Understanding Data Source Options
- Connecting to Data
- Making the Desktop or Prep connection
- Locating the Server and Online connections
- Setting Up and Planning the Data Source
- Relating and Combining Data Sources
- Working with Data Relationships
- Knowing the advantages of relationships
- Seeing the disadvantages of relationships
- Creating relationships
- Editing relationships
- Moving tables to create different relationships
- Changing the root table of a relationship
- Removing tables from a relationship
- Joining Data
- Understanding join types
- Setting up join clauses
- Creating a join
- Joining fields that contain null values
- Blending data from multiple sources
- Working with clipboard data
- Chapter 5. Ready, Set, Data Prep: Readying Your Data for Prime Time
- Dabbling in Data Flows
- Connecting the data dots
- Going down the data flow pathway
- Configuring the data flow
- Going with the data flow
- Nurturing a flow
- Grouping flows
- Filtering flows
- Calculating values
- Validating Data
- Assigning roles to data
- Publishing output as a data role
- Saving Prep Data
- Saving flows
- Automating flows
- Viewing outputs on Tableau Desktop
- Crafting published data sources
- Chapter 6. Structuring Data for Liftoff
- Dipping into Data Structure and Results
- Peering into Data Structures
- Rows and records
- Columns and fields
- Categorizing fields
- Structuring for Data Visualization
- Binning and histograms
- Distributions and outliers
- Pivoting with data: Tall versus wide
- Normalizing Data
- Part 3. Telling the Data Story in Tableau
- Chapter 7. Touring Tableau Desktop
- Getting Hands-On in the Tableau Desktop Workspace
- Making use of the Tableau Desktop menus
- Tooling around in the toolbar
- Understanding sheets versus workbooks
- Integrating Filters and Actions
- Filtering for the needle in the haystack
- Activating your viz with actions
- Getting Guidance from Tableau for Your Visualization and Analysis
- Differentiating between a Dashboard and a Story
- The dashboard
- The story
- Customizing the Workspace
- Rearranging workspace cards
- Putting your data in motion using Presentation Mode
- Showing and hiding workspace features
- Chapter 8. Visualization Foundations in Tableau
- Finding the Ideal Dataset
- Connecting to the Data Source in Desktop
- Introducing the Visualizations
- The text table
- The heat map and highlight table
- Maps with and without symbols
- The pie chart
- The bar chart
- The treemap
- Circles and bubbles
- The line chart
- The area chart
- The dual combination chart
- The scatter plot
- The histogram
- The box and whisker plot
- The Gantt chart
- The bullet chart
- Converting a Visualization to a Crosstab
- Publishing Visualizations
- Chapter 9. Analytic Practices in Action
- Understanding Calculations
- Crafting Calculated Fields
- Starting with a simple calculated field
- Formatting your calculations
- Getting the syntax of a calculation right
- Evaluating Your Data Using the Explain Data Feature
- Spotting Patterns in the Data through the Analytics Tools
- Chapter 10. Showcasing Data with Dashboards and Stories
- Dashboards in Tableau
- Configuring the dashboard
- Customizing the dashboard
- Adding Objects to Dashboards
- Tackling text, fonts, and color
- Integrating images and logos
- Weaving in web pages
- Buttoning up the dashboard
- Extending the dashboard
- Adhering to best practices for dashboard design
- Acing Accessibility with Tableau
- Synthesizing Data through a Tableau Story
- Planning your story to perfection
- Surveying the story workspace
- Crafting the story
- Formatting the story
- Enhancing Visualizations with Actions
- Part 4. Showcasing Your Data in the Tableau Cloud
- Chapter 11. Collaboration and Publishing with Tableau Cloud
- Comparing the Desktop to the Cloud
- Strolling through the Tableau Cloud Experience
- Evaluating Personal Features in Tableau Cloud
- Personal Space
- Favorites
- Recents
- Sharing Experiences and Collaborating with Others
- Sharing content
- Shared with Me
- Collections
- Explore
- Recommendations
- Chapter 12. Administration in Tableau Cloud
- Noting How Tableau Server and Tableau Cloud Differ
- Opting for Tableau Server
- Considering Tableau Cloud
- Setting Up Your Tableau Cloud Site for Success
- Administrative Functionality in Tableau Cloud
- Managing users and groups
- Setting automated schedules
- Arranging jobs and tasks to run in the background
- Checking the status of your site
- Seeking Tableau Cloud Settings
- Configuring General settings
- Authenticating users
- Bridging to your data connections with Tableau Bridge
- Adding extensions to Tableau
- Integrating Tableau with the Salesforce CRM and Slack
- Connecting third-party apps with Tableau
- Going mobile
- Part 5. The Part of Tens
- Chapter 13. Ten Tableau Must-Know Function Types
- Number Functions
- String Functions
- Date Functions
- Type Conversion
- Logical Functions
- Aggregate Functions
- Pass-Through Functions (RAWSQL)
- User Functions
- Table Calculation Functions
- Spatial Functions
- Predictive Modeling Functions
- Chapter 14. Ten Helpful Tableau Resources
- Tableau Free Trials
- Tableau Training
- Tableau Help Documentation
- Tableau Resource Gallery
- Tableau Community
- Tableau Newsroom
- Tableau Academic Programs
- Tableau Templates and Dashboards
- Tableau Accelerators
- Tableau YouTube Channel
- Index