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Mastering Tableau

You're reading from   Mastering Tableau Smart Business Intelligence techniques to get maximum insights from your data

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781784397692
Length 476 pages
Edition 1st Edition
Languages
Tools
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Authors (2):
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Jen Stirrup Jen Stirrup
Author Profile Icon Jen Stirrup
Jen Stirrup
David Baldwin David Baldwin
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David Baldwin
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Toc

Table of Contents (14) Chapters Close

Preface 1. Getting Up to Speed – a Review of the Basics FREE CHAPTER 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 7. Beyond the Basic Chart Types 8. Mapping 9. Tableau for Presentations 10. Visualization Best Practices and Dashboard Design 11. Improving Performance 12. Interacting with Tableau Server 13. R Integration

Understanding the Tableau interface and basic terminology

To begin our survey of the basics, let's consider the terminology and associated definitions of assets that make up the Tableau workspace. Lingering a little on these terms should prove helpful, since each is used throughout the book:

Understanding the Tableau interface and basic terminology

Go to Start

Click to toggle between the start page and the workspace.

Data Pane

Provides access to the data source, all fields, sets, and parameters, and displays the underlying data when the View Data icon is clicked.

Data Source

Lists all data sources and provides access to edit data sources, create data extracts, publish data sources, and more.

Dimensions

Lists all fields classified as Dimensions.

Measures

Lists all fields classified as Measures.

Sets

Lists all sets created by the Tableau author.

Parameters

Lists all parameters created by the Tableau author.

Data Source Tab

Provides access to the Data Source page.

Shelves

Areas where fields are placed to create views.

Legend

Serves the dual purpose of communicating Color, Size, and Shape information that exists in the view, as well as providing sorting, filtering, and highlighting capabilities.

Status Bar

Displays information about the current view.

Fit

Determines how a view is sized on the screen.

View

That which the end user sees via Tableau Server or Reader. Includes the visualization, legends, displayed filters, parameters, captions, and so on.

Pills

Fields, sets, or parameters that have been placed on one or more shelves. So named because the shape resembles a pill.

Show Me

Tool used to automatically create visualizations based on selected fields and any fields already placed on shelves.

Displayed Filter

A field exposed to the end user providing the ability to display/hide a numeric or date range of the field or display/hide members of the field. In earlier versions of Tableau this was referred to as a Quick Filter.

You have been reading a chapter from
Mastering Tableau
Published in: Dec 2016
Publisher: Packt
ISBN-13: 9781784397692
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