Mastering Tableau 2021

Cover
Copyright
Foreword
Contributors
Table of Contents
Preface
Chapter 1: Getting Up to Speed – A Review of the Basics
	Creating worksheets and dashboards
		Creating worksheets
			Creating a visualization
			Beyond the default behavior
			Show Me
		Creating dashboards
			Building a dashboard
			Adding interactivity to a dashboard
	Connecting Tableau to your data
		Connecting to a file
		Connecting to Tableau Server
		Connecting to saved data sources
	Measure Names and Measure Values
		Measure Names and Measure Values shortcuts
	Three essential Tableau concepts
		Dimensions and measures
		Row-level, aggregate-level, and table-level calculations
		Continuous and discrete
	Exporting data to other devices
		Exporting data to a mobile phone
		Tableau Mobile
	Summary
Chapter 2: All About Data – Getting Your Data Ready
	Understanding Hyper
		The Tableau data-handling engine
			Changing field attribution
			Table calculation
		Hyper takeaways
	Data mining and knowledge discovery process models
		Survey of the process models
	CRISP-DM
		CRISP-DM phases
	Focusing on data preparation
		Surveying data
			Establishing null values
			Extrapolating data
		Cleaning messy data
			Cleaning the data
			Extracting data
	Summary
Chapter 3: Tableau Prep Builder
	Connecting to data
	The Tableau Prep Builder GUI
		Getting to know Tableau Prep Builder
	Prepping data
		Cleaning data
		Unions and joins
			Adding unions
			Adding joins
		Aggregating
		Pivoting
		Scripting
	Additional options with Tableau Prep Builder
		Insert flow
		Incremental refresh
		Tableau Prep Conductor
	Exporting data
	Summary
Chapter 4: All About Data – Joins, Blends, and Data Structures
	Relationships
	Joins
		Join culling
		Snowflaking
		Join calculations
		Spatial joins
	Unions
	Blends
		Exploring the order of operations
		Adding secondary dimensions
		Introducing scaffolding
	Understanding data structures
	Summary
Chapter 5: Table Calculations
	A definition and two questions
	Introducing functions
	Directional and non-directional table calculations
		Exploring each unique table calculation function
			Lookup and Total
			Previous Value
			Running
			Window
			First and Last
			Index
			Rank
			Size
	Application of functions
		Building a playground
		Partitioning and addressing with one dimension
		Partitioning and addressing with two dimensions
		Partitioning and addressing with three dimensions
	Summary
Chapter 6: All About Data – Data Densification, Cubes, and  Big Data
	Using the OData connector
	Introducing data densification
		Domain completion
			Deploying domain completion
			The usefulness of domain completion
			Removing unwanted domain completion
		Domain padding
			Deploying domain padding
			The usefulness of domain padding
			Problems of domain padding
	Working with cubes
		Data blending for continuous months
		Data blending for hierarchies, aliasing, and grouping
	Tableau and big data
		Addressing Excel\'s row limitation
		Massively parallel processing
		Building a visualization with Google BigQuery
	Summary
Chapter 7: Level of Detail Calculations
	Introducing LOD calculations
	Playground I: FIXED and EXCLUDE
		Setting up the workbook
		Understanding FIXED
			Table-scoped expressions
			Quick LOD calculations
		Understanding EXCLUDE
		Understanding Tableau\'s order of operations
	Playground II: INCLUDE
		Setting up the workbook
		Understanding INCLUDE
	Building practical applications with LODs
		Using the LOD calculation FIXED
		Using the LOD calculation INCLUDE
		Using the LOD calculation EXCLUDE
	Summary
Chapter 8: Beyond the Basic Chart Types
	Improving popular visualizations
		Bullet graphs
			Using bullet graphs
			Bullet graphs – beyond the basics
		Pies and donuts
			Pies and donuts on maps
			Pies and donuts – beyond the basics
		Pareto charts
			Using Pareto charts
			Pareto charts – beyond the basics
	Custom background images
		Creating custom polygons
			Drawing a square around Null Island
			Creating an interactive bookshelf using polygons
		Analyzing a game of chess in Tableau
			Creating an SVG file in Tableau
			Creating a grid
			Using a grid to generate a dataset
			Visualizing a chess game
		Creating polygons on a background image
	Tableau extensions
		Using Show me More
		Einstein Discovery
	Summary
Chapter 9: Mapping
	Extending Tableau\'s mapping capabilities without leaving Tableau
	Creating custom polygons
		Polygons for Texas
	Heatmaps
	Dual axes and layering maps
		Using dual axes
		Adding map layers
	Extending Tableau mapping with other technology
		Using custom maps with a Web Map Service
		Exploring Mapbox
	Swapping maps
	Summary
Chapter 10: Tableau for Presentations
	Getting the best images out of Tableau
		Tableau\'s native export capabilities
	From Tableau to PowerPoint
		Creating a template
		Creating a dashboard for print
		Semi-automating a PowerPoint presentation
	Embedding Tableau in PowerPoint
	Animating Tableau
		Using an animation to export many images
		Using an animation in Tableau to create an animation in PowerPoint
	Story points and dashboards for presentations
	Presentation resources
	Summary
Chapter 11: Visualization Best Practices and Dashboard Design
	Visualization design theory
	Formatting rules
		Keep the font choice simple
		Use lines in order of visibility
		Use bands in groups of three to five
	Color rules
		Keep colors simple and limited
		Respect the psychological implications of colors
		Be colorblind-friendly
		Use pure colors sparingly
		Choose color variations over symbol variation
	Visualization type rules
		Keep shapes simple
		Use pie charts sparingly
	Compromises
		Making the dashboard simple and robust
		Presenting dense information
		Telling a story
		Maximizing documentation on a dashboard
	Keeping visualizations simple
	Dashboard design
		Dashboard layout
			The golden ratio layout
			The quad layout
			The small multiple layout
		Utilizing sheet swapping
		Creating a collapsible menu
	Dashboard best practices for user experience
		Actions
			Filter actions
			Highlight actions
			URL actions
			Navigation actions
			Parameter actions
			Set actions
		Export Dashboard Button
		Item hierarchy
		Used In
	Summary
Chapter 12: Advanced Analytics
	Visualizing world indices correlations
		Plotting a scattergraph
		Adding axis distributions
		Adding a correlation matrix
		Finalizing the dashboard
	Geo-spatial analytics with Chicago traffic violations
		Preparing the data
		Building a map of intersections
		Adding a corresponding heatmap worksheet
		Finalizing the dashboard
	Extending geo-spatial analytics with distance measures
		Adding measure points to the map
		Adding the distance line
	Summary
Chapter 13: Improving Performance
	Understanding the performance-recording dashboard
	Hardware and on-the-fly techniques
		Configuring auto updates
		The Run Update feature
		Small extracts
	Connecting to data sources
		Working efficiently with large data sources
			Defining primary and foreign keys
			Defining columns as NOT NULL
			Indexing
	Working with extracts
		Constructing an extract
		Aggregation
		Optimizing extracts
	Using filters wisely
		Extract filters
		Data source filters
		Context filters
		Dimension and measure filters
		Table calculation filters
		Using actions instead of filters
	Efficient calculations
		Prioritizing code values
		Level-of-detail calculation or table calculations
	Other ways to improve performance
		Avoid overcrowding a dashboard
		Fixing dashboard sizing
		Setting expectations
	Summary
Chapter 14: Interacting with Tableau Server/Online
	Publishing a data source to Tableau Server
		Tableau file types
			Tableau data source
			Tableau packaged data source
			Tableau workbook
			Tableau packaged workbook
			Other file types
		Tableau Server architecture
			Approaches to avoid
			Approaches to adopt
	Web authoring
		Editing an existing workbook with web authoring
		Understanding the Tableau Server web authoring environment
		Comparing Tableau Desktop and web authoring
	Maintaining workbooks on Tableau Server
		Revision history
		User filters
		Performance-recording dashboard
	More Tableau Server settings and features
		Features on the worksheet level
		Features on the view level
	Summary
Chapter 15: Programming Tool Integration
	Integrating programming languages
	R installation and integration
	Implementing R functionality
		Reproducing native Tableau functionality in R
		Using R for regression calculations
		Clustering in Tableau using R
		Introducing quantiles
		Performance challenges
	Python installation and integration
	Implementing Python functionality
		Random and random normal
			Generating random numbers
			Random normal
		Calculating sentiment analysis
		Deploying models with TabPy
		Predeployed TabPy functions
	Summary
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