Book description
Master the intricacies of Tableau to create effective data visualizations
About This Book
Arm yourself with an arsenal of advanced chart types and geocoding to efficiently and engagingly present information
Map a grid over a network node diagram and use that grid to demonstrate loads, processing time, and more in Tableau
Integrate R with Tableau by utilizing R functions, libraries, and saved models
Who This Book Is For
If you are a business analyst without developer-level programming skills, then this book is for you. You are expected to have at least a fundamental understanding of Tableau and basic knowledge of joins, however SQL knowledge is not assumed. You should have basic computer skills, including at least moderate Excel proficiency.
What You Will Learn
Create a worksheet that can display the current balance for any given period in time
Recreate a star schema from in a data warehouse in Tableau
Combine level of detail calculations with table calculations, sets, and parameters
Create custom polygons to build filled maps for area codes in the USA
Visualize data using a set of analytical and advanced charting techniques
Know when to use Tableau instead of PowerPoint
Build a dashboard and export it to PowerPoint
In Detail
Tableau has emerged as one of the most popular Business Intelligence solutions in recent times, thanks to its powerful and interactive data visualization capabilities. This book will empower you to become a master in Tableau by exploiting the many new features introduced in Tableau 10.0.
You will embark on this exciting journey by getting to know the valuable methods of utilizing advanced calculations to solve complex problems. These techniques include creative use of different types of calculations such as row-level, aggregate-level, and more. You will discover how almost any data visualization challenge can be met in Tableau by getting a proper understanding of the tool’s inner workings and creatively exploring possibilities.
You’ll be armed with an arsenal of advanced chart types and techniques to enable you to efficiently and engagingly present information to a variety of audiences through the use of clear, efficient, and engaging dashboards. Explanations and examples of efficient and inefficient visualization techniques, well-designed and poorly designed dashboards, and compromise options when Tableau consumers will not embrace data visualization will build on your understanding of Tableau and how to use it efficiently.
By the end of the book, you will be equipped with all the information you need to create effective dashboards and data visualization solutions using Tableau.
Style and approach
This book takes a direct approach, to systematically evolve to more involved functionalities such as advanced calculation, parameters & sets, data blending and R integration. This book will help you gain skill in building visualizations previously beyond your capacity.
Table of contents
-
Mastering Tableau
- Mastering Tableau
- Credits
- About the Author
- www.Packtpub.com
- Preface
- 1. Getting Up to Speed – a Review of the Basics
- 2. All about Data – Getting Your Data Ready
- 3. All about Data – Joins, Blends, and Data Structures
- 4. All about Data – Data Densification, Cubes, and Big Data
- 5. Table Calculations
-
6. Level of Detail Calculations
-
Building playgrounds
- Playground 1 - FIXED and EXCLUDE
- Playground #2 - INCLUDE
- Practical application
- Summary
-
Building playgrounds
- 7. Beyond the Basic Chart Types
- 8. Mapping
- 9. Tableau for Presentations
-
10. Visualization Best Practices and Dashboard Design
-
Visualization design theory
- Formatting rules
- Color rules
- Visualization type rules
-
Compromises
- Make the dashboard simple versus make the dashboard robust
- Presenting dense information versus presenting sparse information
- Telling a story versus allowing a story to be discovered
- Document, document, document! But don't use any space!
- Keeping visualizations simple versus exploring esoteric chart types
- Dashboard design
- Sheet selection
- Summary
-
Visualization design theory
- 11. Improving Performance
-
12. Interacting with Tableau Server
- Tableau file types
- Tableau Server architecture
- Tableau Server revision history
- Tableau Server web authoring environment
- User filters
- Accessing the Tableau Server Performance Recording dashboard
- Summary
- 13. R Integration
Product information
- Title: Mastering Tableau
- Author(s):
- Release date: December 2016
- Publisher(s): Packt Publishing
- ISBN: 9781784397692
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