Tableau Strategies: Solving Real, Practical Problems with Data Analytics

Copyright
Table of Contents
Preface
	Who Should Read This Book
	Why We Wrote This Book
	Navigating This Book
	Conventions Used in This Book
	O’Reilly Online Learning
	How to Contact Us
	Acknowledgments
Chapter 1. Categorical Analysis
	Bar Charts: Banco de Tableau Case Study
		Strategy: Build a Bar Chart in Tableau
		Strategy: Create a Top N Bar Chart
		Strategy: Dynamically Group Other Dimensions
		Strategy: Enhance Your Bar Chart with Color
		Strategy: Left-align Text
		Strategy: Create Bars with Labels on Top
		Strategy: Create a Percent-of-Maximum Bar Chart
	Bar-on-Bar Charts: Amplify Performance Case Study
		Strategy: Create a Bar-on-Bar Chart
	Treemaps: Amplify Performance Case Study
		Strategy: Create a Basic Treemap
		Strategy: Create Drillable Treemaps
		Strategy: Encode a Continuous Measure with Color
	Pie and Donut Charts: IT Employee Wellness Project Case Study
		Strategy: Build a Basic Pie Chart
		Strategy: Build a Donut Chart
		Strategy: Create Small Multiples
	Conclusion
Chapter 2. Quantitative Analysis
	Histograms: Office Essentials Case Study
		Strategy: Make a Simple Histogram of Purchasing Behavior
		Strategy: Create a Histogram with a Continuous Bin
		Strategy: Use LOD Expressions in Histograms
	Dot Plots and Jitterplots: Office Essentials Case Study
		Strategy: Create a Basic Dot Plot
		Strategy: Create a Jitterplot
	Ranged Dot Plots: Office Essentials Case Study
		Strategy: Create a Ranged Dot Plot
		Strategy: Use Median and Leveraged Percentiles
	Box Plots: Spear-Tukey Shipping Case Study
		Strategy: Create a Basic Box Plot
		Strategy: Combine a Box Plot and Histogram
	Line Charts: Office Essentials Case Study
		Strategy: Build a Line Chart
		Strategy: Add Reference Distributions to a Line Chart
		Strategy: Add a Standard Deviation to a Line Chart
		Strategy: Use Reference Distributions as an Alerting Tactic
	Calculated Dimensions Based on Statistics: Banco de Tableau Case Study
		Strategy: Assign a Summary Statistical Value to Data Points
	Pareto Charts: Amplify Performance (AP) Case Study
		Strategy: Use Pareto Charts to Show Categorical Data
	Conclusion
Chapter 3. Making Comparisons
	Bar Charts and Alternatives: Amplify Performance Case Study
		Strategy: Compare with a Basic Bar Chart
		Strategy: Convert a Vertical Bar Chart to Horizontal
		Strategy: Create a Lollipop Chart
		Strategy: Create a Basic Cleveland Dot Plot
	Bar Charts for Rank Changes: AP Case Study
		Strategy: Show Rank and Change of Rank on a Bar Chart
	Bump Charts for Rank Changes over Multiple Periods: AP Case Study
		Strategy: Make a Bump Chart
	Barbell Plots for Hierarchical Data: Office Essentials Case Study
		Strategy: Build a Barbell Plot
	Trellis Charts/Small Multiples: Office Essentials Case Study
		Strategy: Create a Trellis Chart for a Single Dimension
	Parallel Coordinates Plots for Multiple Measures: OE Case Study
		Strategy: Build a Parallel Coordinates Chart
	Conclusion
Chapter 4. Working with Time
	Understanding Dates and Time
		Date Parts and Date Values
		Date Calculations
	Date Hierarchies and Custom Dates
		Discrete Versus Continuous Dates
	Call Frequency: Chips and Bolts Call Center Case Study
		Strategy: Determine Total Call Time by Hour
		Strategy: Create a Plot to Measure Total Call Time by Minute
		Strategy: Create a Continuous Datetime Axis by the Second
		Strategy: Create a Continuous Datetime Axis for 15-Second Intervals
		Strategy: Create a Continuous Datetime Axis for 15-Minute Intervals
	Heatmaps (Highlight Tables)
		Strategy: Build an Essential Heatmap
		Strategy: Create a More Detailed Heatmap
	Comparing Values Year-to-Date: CaB Call Center Case Study
		Strategy: Show Progress to the Total by Using Two Bar Charts
		Strategy: Compare Similar Periods on a Line Chart
	Automated Reports
	Automating Reports for Month-over-Month and Year-over-Year Change: CaB Call Center Case Study
		Strategy: Automated Rolling Table
	Nonstandard Calendars
		Strategy: Build a Monthly Bar Chart with a June 1 Fiscal Year Start
	Visualizing the 4-5-4 Calendar: Office Essentials Case Study
		Strategy: Build a Bar Chart Using the 4-5-4 Retail Calendar
	Conclusion
Chapter 5. Key Performance Indicators
	Displaying KPIs
	Displaying KPIs: Office Essentials Case Study
		Strategy: Designing Clear KPIs
		Strategy: Create Single-Sheet KPIs
		Strategy: Automate Your KPIs
		Strategy: Create Year-over-Year Calculations
	Sparklines
	Sparklines: Office Essentials Case Study
		Strategy: Create Sparklines
		Strategy: Create Year-to-Date Sparklines
		Strategy: Create Rolling 24-Month Sparklines
		Strategy: Build Delta Spark Bars
		Strategy: Progress to Target
	Multiple KPIs as a Scorecard
	KPI Scorecard: Office Essentials Case Study
		Strategy: Create Aggregate KPIs
	Tracking Daily Changes: Office Essentials Case Study
		Strategy: Create Month-to-Date Sparklines
		Strategy: Create Month-to-Date KPIs
		Strategy: Combine KPI Visualizations in a Dashboard
	Conclusion
Chapter 6. Building Impactful Tables
	Building Great Tables
		Ensure a Clear Purpose for Your Table
		Format Your Table to Maximize Readability
	Using Color in Tables: Office Essentials Case Study
		Strategy: Create a Table Using Limited Color
		Strategy: Encode Color with Dots
	Moving Beyond Measure Names and Values: Office Essentials Case Study
		Strategy: Create a Table Body Without Measure Names or Measure Values
		Strategy: Create Table Headers Without Measure Names or Measure Values
		Strategy: Use Measures as Headers
	Problem-Solving with Subsets and Hiding the Dreaded Abc: Office Essentials Case Study
		Strategy: Show the Top Products Within Sub-Categories
		Strategy: Hide the Abc
	Conclusion
Chapter 7. Working with Geospatial Data
	Choropleth (Filled) Maps
	Displaying Customer Penetration with Choropleth Maps: Office Essentials Case Study
		Strategy: Create a Simple Choropleth Map
		Strategy: Normalize a Choropleth Map
		Strategy: Add a Custom Color Palette
		Strategy: Make a Decile Choropleth Map
	Symbol Maps
	Using Symbol Maps to Show Profitability and Channel Distribution: OE Case Study
		Strategy: Create a Symbol Map
		Strategy: Create a Map with Donut Charts
	Tile Maps (Cartograms)
	Showing Education Level with a Tile Map: Aloft Educational Services Case Study
		Strategy: Build a Square Tile Map
		Strategy: Compare Parts Against the Whole with a Tile Map
	Built-in Features and Functions
	Using Built-in Features and Functions with Marketing Data: SAGE Digital Marketing Case Study
		Strategy: Build Custom Polygons Using Groups
		Strategy: Build Custom Polygons Using Underlying Geographic Data
		Strategy: Use the Distance Function to Show Zip Codes’ Distance from a Central Location
		Strategy: Use the Buffer Function to Map a Trade Area Using Radial Distance
		Strategy: Create Paths Between a Starting Point and Destinations with MakePoint and MakeLine
	Conclusion
Chapter 8. Advanced Mathematical Concepts
	Forecasting
	Using Forecasting to Predict Staffing Needs: CaB Call Center Case Study
		Strategy: Create a Monthly Forecast
	Relationships Between Two Numerical Values
	Using Scatter Plots to See Relationships Between Spend and Conversions: SAGE Digital Marketing Case Study
		Strategy: Create a Scatter Plot
		Strategy: Create a Quadrant Chart
		Strategy: Add a Trend Line to a Scatter Plot
	Cluster Analysis
	Creating Segmentation Among Employees to Assess Differences in Attrition: Banco de Tableau Case Study
		Strategy: Add Cluster Analysis to a Scatter Plot and Use Analysis in Another Chart
	Alternative Axis and Many Multiples
	Tracking Positive Cases of COVID-19 Globally: Logistics Case Study
		Strategy: Use a Logarithmic Axis to Understand Rate of Change
		Strategy: Normalize a Date Axis
		Strategy: Create a Trellis Chart
	Advanced Modeling Using Statistical Add-Ons
	Using Python Analytics Extension for Web Page A/B Testing: Squeaks Pet Supply Case Study
	Sentiment Analysis on Customer Reviews: Amazing Products Case Study
	Conclusion
Chapter 9. Constructing Dynamic Analyses
	Parameters
	Using Parameters to Change Measures and Dimensions: Office Essentials Case Study
		Strategy: Use a Parameter to Change a Measure in a Bar Chart
		Strategy: Use Regex Functions to Dynamically Format a Parameterized Metric
		Strategy: Use a Parameter to Change the Dimension in a Bar Chart
	Using Parameters to Set Time Periods and Date Aggregations in Line Charts: Office Essentials Case Study
		Strategy: Use a Parameter to Change the Date in a Line Chart
		Strategy: Add Hidden Date Filters to Prevent Truncated Time Parts
	Using Parameter Actions to Change Trended Metrics: SAGE Digital Marketing Case Study
		Strategy: Change a Metric Dynamically Using Parameter Actions and Measure Names
	Using Parameter Actions to View Daily and 7-Day Average Value: SAGE Digital Marketing Case Study
		Strategy: Compute a 7-Day Moving Average Reference Line That Dynamically Changes with a Date Selection
	Sets and Set Actions
	Using Set Actions to Drill Down and Filter Data: Digital Marketing Case Study
		Strategy: Drill from Week to Date in a Line Chart
		Strategy: Expand a Section of a Data Table
	Animation
	Competitor Analysis Study: Using Animations to Compare Ranking Performance
		Strategy: Build an Animated Bump Chart
		Strategy: Create a Racing Bar Chart
	Conclusion
Chapter 10. Advanced Data Modeling
	Data Modeling
		Strategy: Create a Calendar with Data Densification
		Strategy: Create Rounded Bar Charts
		Strategy: Create an Accordion Table
		Strategy: Create a Sales Funnel
	Market Basket Analysis
		Strategy: Basket Analysis
		Strategy: Build a Multidimension Waterfall
		Strategy: Layer Marks with Maps Without Making a Map
	Conclusion
	Further Reading
Chapter 11. Advanced Interactivity
	Sheet Swapping with Parameters and Parameter Actions: Superstore Case Study
		Strategy: Use Parameter-Based Sheet Swapping
		Strategy: Use a Parameter-Action Sheet Swap
		Strategy: Automatically Deselect Marks
	Using Parameters and Parameter Actions to Create Multiple Select Parameters: Superstore Case Study
		Strategy: Create a Multiple-Select Parameter
	Swapping Metrics Using Parameter Actions: Office Essentials Case Study
		Strategy: Use Sheets as Buttons
	Adding Pagination to Tables with Parameters, Parameter Actions: Superstore Case Study
		Strategy: Add Table Pagination
	Creating Dynamic, Single-Click Drill-Throughs: Superstore Case Study
		Strategy: Build Drill-Through Interactivity
	Conclusion
	Further Reading
Chapter 12. Building Dashboards and Data Products
	Dashboard Design
		Know Your Audience
		Dashboard Types
	Mobile Dashboard Design
		Design Details
		Strategy: Display Different Visuals for Desktop and Mobile
	Accessibility
		Dyslexia
		Color and Visual Impairment
	Formatting Consistency
		Rounding Numbers
		Axes Versus Labels
		Font Styling
	Conclusion
Chapter 13. The Broader Tableau Ecosystem
	Data Preparation: Where and When
		Spreadsheets: Microsoft Excel
		Traditional Data Preparation: SQL
		Modern Data Preparation: ELT Tools
		Review
	Building a Thriving Analytics Platform
	Future Trends
		Data Journalism and the Rise of Data Storytelling
		Analytics Within Human Workflows
		Analytics as a Product
	Conclusion
Chapter 14. Industry Frameworks
	Healthcare
	Education
		Elementary, Middle, and High School
		College and University
	Logistics
	Marketing
	Sales
	Retail
	Finance
	Conclusion
Index
About the Authors
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