Learning Tableau 2019: Tools for Business Intelligence, data prep, and visual analytics

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
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Index