Learning Tableau 2022: Create effective data visualizations, build interactive visual analytics, and improve your data storytelling capabilities, 5th Edition

Cover
Copyrights
Contributors
Table of Contents
Preface
Chapter 1: Taking Off with Tableau
	Foundations for building visualizations
		Measures and dimensions
		Discrete and continuous fields
			Discrete fields
			Continuous fields
	Visualizing data
		Bar charts
		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: Connecting to Data in Tableau
	The Tableau paradigm
		The Tableau paradigm in action
	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
	Using sets and groups
	Filtering data
		Filtering discrete (blue) fields
		Filtering continuous (green) fields
		Filtering dates
		Other filtering options
		Tableau Order of Operations
	Summary
Chapter 3: Moving Beyond Basic Visualizations
	Comparing values
		Bar charts
		Bar chart variations
			Bullet chart
			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
Chapter 4: Starting an Adventure with Calculations and Parameters
	Introduction to calculations
		The four main types of calculations
		Creating and editing calculations
		Data types
		Additional functions and operators
		Understanding the data used in chapter examples
	Row-level calculations
		Concatenating strings
		String manipulation and conditional logic
		Planning for data variations
	Aggregate calculations
		Why the row-level versus aggregate difference matters
	Parameters
		Creating parameters
	Practical examples of calculations and parameters
		Fixing data issues
		Extending the data
		Enhancing user experience, analysis, and visualizations
		Meeting business requirements
		Ad hoc calculations
	Performance considerations
	Summary
Chapter 5: Leveraging Level of Detail Calculations
	Overview of level of detail
	Level of detail calculations
		Level of detail syntax
		Level of detail types
			Fixed
			Include
			Exclude
		An illustration of the difference level of detail can make
	Examples of fixed level of detail calculations
		Flagging members based on historical values
		Latest balance for a member
	Examples of include level of detail expressions
		Average loans per member
			Alternative approaches
	Example of exclude level of detail calculations
		Average credit score per loan type
	Summary
Chapter 6: Diving Deep with Table Calculations
	An overview of table calculations
	Creating and editing table calculations
	Quick table calculations
	Fundamental table calculation concepts
		Relative versus fixed
		Scope and direction
		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
		Table calculation filtering (late filtering)
	Summary
Chapter 7: 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 8: Telling a Data Story with Dashboards
	Introduction to dashboards
		Dashboard objectives
		Dashboard approaches
	Designing dashboards in Tableau
		Using objects
			Tiled versus floating
			Manipulating objects on the dashboard
	A dashboard to understand profitability
		Building the views
		Creating the dashboard framework
		Implementing actions to guide the story
		Context filtering
	Designing for different displays and devices
	Interactivity with actions
		Filter actions
		Highlight actions
		URL actions
		Go to Sheet actions
		Parameter actions
		Set actions
	A regional scorecard dashboard
	Stories
	Summary
Chapter 9: Visual Analytics: Trends, Clustering, Distributions, and Forecasting
	Trends
		Customizing trend lines
		Trend models
			Linear
			Logarithmic
			Exponential
			Power
			Polynomial
		Analyzing trend models
			Exporting statistical model details
	Explain Data
	Clustering
	Distributions
	Forecasting
	Summary
Chapter 10: Advanced Visualizations
	Advanced visualizations – when and why to use them
	Slope charts and bump charts
	Waterfall charts
	Step lines and jump lines
	Sparklines
	Dumbbell charts
	Unit/symbol charts
	Marimekko charts
	Animated visualizations
	Enhancing analysis with animation
	Enhancing data storytelling with animation
	Summary
Chapter 11: Dynamic Dashboards
	Show/Hide buttons
	Sheet swapping
	Basic principles of sheet swapping
	Using sheet swapping to change views on a dashboard
	Automatically showing and hiding other controls
	Summary
Chapter 12: Exploring Mapping and Advanced Geospatial Features
	Overview of Tableau maps
	Rendering maps with Tableau
		Customizing map layers
		Customizing map options
	Using geospatial data
		Including latitude and longitude in your data
		Importing definitions into Tableau’s geographic database
		Leveraging spatial objects
	Leveraging spatial functions
		MAKELINE() and MAKEPOINT()
		DISTANCE()
		BUFFER()
	Creating custom territories
		Ad hoc custom territories
		Field-defined custom territories
	Map layers
	Tableau mapping – tips and tricks
	Plotting data on background images
	Summary
Chapter 13: Integrating Advanced Features: Extensions, Scripts, and AI
	Tableau Dashboard Extensions
		What Is a Dashboard Extension?
		Using a dashboard extension
		Creating an extension
			Setting up your environment
			The files and code that define the dashboard extension
			The dashboard extension in action
	Tableau analytics extensions
		Scripting with Python
			Setting up TabPy
			Using a Python script in Tableau
	AI with CRM Analytics (Einstein Discovery)
		The data used in the examples
		Creating the Einstein Discovery story
		Leveraging AI with Einstein in Tableau
			Using the Einstein analytics extension
			Using the Einstein dashboard extension
	Summary
Chapter 14: Understanding the Tableau Data Model, Joins, and Blends
	Explanation of the sample data used in this chapter
	Exploring the Tableau data model
		Creating a data model
		Layers of the data model
		Using the data model
			The data pane interface
			Data model behaviors
	Using joins
		Types of joins
		Joining tables
		Other join considerations
			Join calculations
			Cross-database joins
			The unintentional duplication of data
	Using blends
		Using blending to show progress toward a goal
	When to use a data model, joins, or blends
	Summary
Chapter 15: Structuring Messy Data to Work Well in Tableau
	Structuring data for Tableau
		Well-structured data in Tableau
			Wide data
			Tall data
			Wide versus tall data in Tableau
		Star schemas
	The four basic data transformations
		Overview of transformations
		Pivots (along with some simple data cleaning)
		Unions
		Joins
		Aggregation
	Overview of advanced fixes for data problems
	Summary
Chapter 16: Taming Data with Tableau Prep
	Getting ready to explore Tableau Prep Builder
	Understanding the Tableau Prep Builder interface
	Flowing with the fundamental paradigm
		Connecting to data
		Cleaning the data
			Unioning and merging mismatched fields, and removing unnecessary fields
			Grouping and cleaning
		Calculations and aggregations in Tableau Prep
			Row-level calculations
			Level of detail calculations
			Aggregations
		Filtering data in Tableau Prep
		Transforming the data for analysis
	Using parameters in Tableau Prep Builder
	Options for automating flows
	Summary
Chapter 17: 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 Cloud, and Tableau Public
		Publishing to Tableau Public
		Publishing to Tableau Server and Tableau Cloud
			Using the Workbook Optimizer to maximize performance on Server or Cloud
			Interacting with Tableau Server
			Leveraging Ask Data for a natural language guided analysis
			Additional distribution options using Tableau Server or Tableau Cloud
	Summary
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Index