Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Learning Tableau 10
Learning Tableau 10

Learning Tableau 10: Business Intelligence and data visualization that brings your business into focus , Second Edition

eBook
$32.99 $47.99
Paperback
$60.99
Subscription
Free Trial
Renews at $19.99p/m

What do you get with Print?

Product feature icon Instant access to your digital eBook copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
OR
Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Table of content icon View table of contents Preview book icon Preview Book

Learning Tableau 10

Chapter 2. Working with Data in Tableau

Tableau offers us the ability to connect to nearly any data source. It does so using a unique paradigm that allows it to leverage the power and efficiency of existing database engines with an option to extract data locally. This chapter focuses on the foundational concepts of how Tableau works with data; we will also cover the following topics:

  • The Tableau paradigm
  • Connecting to data
  • Managing data source metadata
  • Working with extracts instead of live connections
  • Tableau file types
  • Joins and blends
  • Filtering data

The Tableau paradigm

Tableau connects directly to native data engines and also includes the option to extract data locally. The unique experience of working with data in Tableau is a result of Visual Query Language (VizQL).

VizQL was developed as a Stanford Research Project focusing on the natural ways by which humans visually perceive the world and how those ways can be applied to data visualization. We naturally perceive differences in size, shape, spatial location, and color. VizQL allows Tableau to translate your actions, as you drag and drop fields of data in a visual environment, into a query language that defines how the data encodes those visual elements. You will never need to read, write, or debug VizQL.

Tableau will generate the Visual Query Language behind the scenes as you drag and drop fields onto various shelves defining size, color, shape, and spatial location. This allows you to focus on visualizing data and not on writing code!

One of the benefits of VizQL is that it provides...

Connecting to data

There is virtually no limit to the data Tableau can visualize. Each successive version of Tableau adds new native connections. Tableau continues to add native connectors for cloud-based data and recently included the Web Data Connector, which allows you to custom-build a connector for any online data you wish to retrieve. Additionally, for any database without a native connection, Tableau gives you the ability to use a generic ODBC connection. The Extract API allows you to programmatically extract and combine any data source(s) for use in Tableau.

You may have multiple data source connections to different sources in the same workbook. Each connection will show up under the Data tab on the left sidebar.

This section will focus on a few practical examples of connecting to various data sources. We won't cover every possible connection, but we will cover several that are representative of others. You may or may not have access to some of the data sources in the following...

Managing data source metadata

Data sources in Tableau are a definition of the connection(s). In addition to storing information about the connection (such as database server name, database, and/or file names), the data source also contains information about all the fields available (such as field name, data type, default format, comments, aliases, and so on). Often, this data about the data is referred to as metadata.

Right-clicking on a field in the data pane reveals a menu of metadata options. Some of these options will be demonstrated in the following exercise, others will be explained throughout the book. The following are some of the options available via right-click:

  • Rename the field
  • Hide the field
  • Change aliases for values of a dimension (other than date fields)
  • Create calculated fields, groups, or sets
  • Split the field
  • Change the default use of a date or numeric field to either discrete or continuous
  • Redefine the field as a dimension or a measure
  • Change the data type of the field
  • Assign a...

Working with extracts instead of live connections

Most data sources give the option of either connecting live or extracting the data; however, some cloud-based data sources do require an extract. Conversely, OLAP data sources cannot be extracted and require live connections.

When using a live connection, Tableau issues queries directly to the data source (or uses data in the cache if possible). When you extract the data, Tableau pulls some or all of the data from the original source and stores it in a Tableau Data Extract file (.tde). Extracts extend the way in which Tableau works with data. Consider the following diagram:

Working with extracts instead of live connections

The fundamental paradigm of how Tableau works with data does not change, but you'll notice that Tableau is now querying and getting results from the extract. Data can be retrieved from the source again to refresh the extract. Thus, each extract is a snapshot of the data source at the time of the latest refresh. Extracts offer the benefit of being portable and extremely...

The Tableau paradigm


Tableau connects directly to native data engines and also includes the option to extract data locally. The unique experience of working with data in Tableau is a result of Visual Query Language (VizQL).

VizQL was developed as a Stanford Research Project focusing on the natural ways by which humans visually perceive the world and how those ways can be applied to data visualization. We naturally perceive differences in size, shape, spatial location, and color. VizQL allows Tableau to translate your actions, as you drag and drop fields of data in a visual environment, into a query language that defines how the data encodes those visual elements. You will never need to read, write, or debug VizQL.

Tableau will generate the Visual Query Language behind the scenes as you drag and drop fields onto various shelves defining size, color, shape, and spatial location. This allows you to focus on visualizing data and not on writing code!

One of the benefits of VizQL is that it provides...

Connecting to data


There is virtually no limit to the data Tableau can visualize. Each successive version of Tableau adds new native connections. Tableau continues to add native connectors for cloud-based data and recently included the Web Data Connector, which allows you to custom-build a connector for any online data you wish to retrieve. Additionally, for any database without a native connection, Tableau gives you the ability to use a generic ODBC connection. The Extract API allows you to programmatically extract and combine any data source(s) for use in Tableau.

You may have multiple data source connections to different sources in the same workbook. Each connection will show up under the Data tab on the left sidebar.

This section will focus on a few practical examples of connecting to various data sources. We won't cover every possible connection, but we will cover several that are representative of others. You may or may not have access to some of the data sources in the following examples...

Managing data source metadata


Data sources in Tableau are a definition of the connection(s). In addition to storing information about the connection (such as database server name, database, and/or file names), the data source also contains information about all the fields available (such as field name, data type, default format, comments, aliases, and so on). Often, this data about the data is referred to as metadata.

Right-clicking on a field in the data pane reveals a menu of metadata options. Some of these options will be demonstrated in the following exercise, others will be explained throughout the book. The following are some of the options available via right-click:

  • Rename the field

  • Hide the field

  • Change aliases for values of a dimension (other than date fields)

  • Create calculated fields, groups, or sets

  • Split the field

  • Change the default use of a date or numeric field to either discrete or continuous

  • Redefine the field as a dimension or a measure

  • Change the data type of the field

  • Assign a geographic...

Working with extracts instead of live connections


Most data sources give the option of either connecting live or extracting the data; however, some cloud-based data sources do require an extract. Conversely, OLAP data sources cannot be extracted and require live connections.

When using a live connection, Tableau issues queries directly to the data source (or uses data in the cache if possible). When you extract the data, Tableau pulls some or all of the data from the original source and stores it in a Tableau Data Extract file (.tde). Extracts extend the way in which Tableau works with data. Consider the following diagram:

The fundamental paradigm of how Tableau works with data does not change, but you'll notice that Tableau is now querying and getting results from the extract. Data can be retrieved from the source again to refresh the extract. Thus, each extract is a snapshot of the data source at the time of the latest refresh. Extracts offer the benefit of being portable and extremely...

Left arrow icon Right arrow icon
Download code icon Download Code

Key benefits

  • Create stylish visualizations and dashboards that explain complexity with clarity
  • Learn effective data storytelling to transform how your business uses ideas and makes decisions
  • Explore all the new features in Tableau 10 and start to redefine what business analytics means to your organization

Description

Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern businesses. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent… We’ll make sure you’re well prepared to take full advantage of Tableau 10’s new features. Whether you’re an experienced data analyst that wants to explore 2016’s new Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. Beginning with the fundamentals, such as data preparation, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You’ll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics. But it’s not just about you – when it comes to data it’s all about availability and access. That’s why we’ll show you how to share your Tableau visualizations. It’s only once insights are shared and communicated that you – and your organization – will start making smarter and informed decisions. And really, that’s exactly what this guide is for.

Who is this book for?

Got data? Not sure what to make of it? This is the guide for you – whether you’ve been working with Tableau for years or are just beginning your adventure into business analytics.

What you will learn

  • Find out how to build effective visualizations and dashboards
  • Prepare and clean your data so you can be sure Tableau is finding answers to your questions – not raising more problems
  • Discover how to create advanced visualizations that explain complexity with clarity and style
  • Dig deeper into your data with clustering and distribution models that allow you to analyze trends and make forecasts
  • Learn how to use data storytelling to aid decision-making and strategy
  • Share dashboards and visualizations to cultivate a culture where data is available and valued
Estimated delivery fee Deliver to Colombia

Standard delivery 10 - 13 business days

$19.95

Premium delivery 3 - 6 business days

$40.95
(Includes tracking information)

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Sep 30, 2016
Length: 432 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786466358
Vendor :
Tableau
Category :
Languages :
Tools :

What do you get with Print?

Product feature icon Instant access to your digital eBook copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
OR
Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Estimated delivery fee Deliver to Colombia

Standard delivery 10 - 13 business days

$19.95

Premium delivery 3 - 6 business days

$40.95
(Includes tracking information)

Product Details

Publication date : Sep 30, 2016
Length: 432 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786466358
Vendor :
Tableau
Category :
Languages :
Tools :

Packt Subscriptions

See our plans and pricing
Modal Close icon
$19.99 billed monthly
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Simple pricing, no contract
$199.99 billed annually
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts
$279.99 billed in 18 months
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts

Frequently bought together


Stars icon
Total $ 170.97
Learning Tableau 10
$60.99
Tableau 10 Business Intelligence Cookbook
$54.99
Mastering Tableau
$54.99
Total $ 170.97 Stars icon
Banner background image

Table of Contents

11 Chapters
1. Creating Your First Visualizations and Dashboard Chevron down icon Chevron up icon
2. Working with Data in Tableau Chevron down icon Chevron up icon
3. Moving from Foundational to More Advanced Visualizations Chevron down icon Chevron up icon
4. Using Row-Level, Aggregate, and Level of Detail Calculations Chevron down icon Chevron up icon
5. Table Calculations Chevron down icon Chevron up icon
6. Formatting a Visualization to Look Great and Work Well Chevron down icon Chevron up icon
7. Telling a Data Story with Dashboards Chevron down icon Chevron up icon
8. Deeper Analysis – Trends, Clustering, Distributions, and Forecasting Chevron down icon Chevron up icon
9. Making Data Work for You Chevron down icon Chevron up icon
10. Advanced Visualizations, Techniques, Tips, and Tricks Chevron down icon Chevron up icon
11. Sharing Your Data Story Chevron down icon Chevron up icon

Customer reviews

Top Reviews
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.2
(10 Ratings)
5 star 40%
4 star 50%
3 star 0%
2 star 10%
1 star 0%
Filter icon Filter
Top Reviews

Filter reviews by




Donald Q Mar 18, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Very good information in this book. Well written. Assumes some experience with computers and programming.
Amazon Verified review Amazon
Not Hidden Dec 20, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Learning on the job just wasn't cutting it at all as everyone here seems to fumble thru development. I felt much more confident after reading chapter 1.
Amazon Verified review Amazon
Amazon Customer Jun 18, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Well done. Using it to teach Tableau around the country.
Amazon Verified review Amazon
MN mom May 27, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Purchased for online course. Pleased with the book.
Amazon Verified review Amazon
S. Tescione Jun 15, 2017
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This book made my job so much easier! We are implementing three new software applications: Tableau, Webi, and Alteryx. These books have been enormously helpful in figuring out what the lessons and job aids should be for new users. This book is easy to understand and I can use the practice files to set up the lessons and figure out content and then use my company's data sources for the actual course materials.This book has been a lifesaver on a project with a short timeline. My only complaint is that entirely too much space is spent on how Tableau works with lots of explanation. Frankly my dear, my users don't give a hoot. They don't want to know what it is and how it works. They want to know how to use it. So it could use a lot less on technical explanation and a lot more "cookbook".
Amazon Verified review Amazon
Get free access to Packt library with over 7500+ books and video courses for 7 days!
Start Free Trial

FAQs

What is the delivery time and cost of print book? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela
What is custom duty/charge? Chevron down icon Chevron up icon

Customs duty are charges levied on goods when they cross international borders. It is a tax that is imposed on imported goods. These duties are charged by special authorities and bodies created by local governments and are meant to protect local industries, economies, and businesses.

Do I have to pay customs charges for the print book order? Chevron down icon Chevron up icon

The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges? Chevron down icon Chevron up icon

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

  • If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
  • Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.
How can I cancel my order? Chevron down icon Chevron up icon

Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact [email protected] with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at [email protected] using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy? Chevron down icon Chevron up icon

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on [email protected] with the order number and issue details as explained below:

  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on [email protected] within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on [email protected] who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on [email protected] within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela