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Mastering Tableau 2019.1
Mastering Tableau 2019.1

Mastering Tableau 2019.1: An expert guide to implementing advanced business intelligence and analytics with Tableau 2019.1 , Second Edition

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Mastering Tableau 2019.1

Getting Up to Speed - A Review of the Basics

Tableau is one of the leading tools used to solve business intelligence (BI) and analytics challenges. With this book, you will master Tableau's features and offerings in various paradigms of the business intelligence domain. It's an update to the successful Mastering Tableau series, which covers essential Tableau concepts, data preparation, and calculations with Tableau. But this book will also include examples on improving dashboard performance, the know-how of data visualizations, and connecting to Tableau Server. This book covers the latest and most exciting features, such as Tableau Prep, the connections with Python and MATLAB, Tableau Extensions, Joins, and Unions, and last but not least, three use cases of powerful Self-Service Analytics, Time Series Analytics, and Geo-Spatial Analytics in order to manifest the learned...

Creating worksheets and dashboards

At the heart of Tableau are worksheets and Dashboards. Worksheets contain individual visualizations and Dashboards contain one or more worksheets. Additionally, worksheets and Dashboards may be combined into stories to communicate particular insights to the end user through a presentation environment. Lastly, all worksheets, Dashboards, and stories are organized in workbooks that can be accessed with the Tableau desktop, Server, reader or the Tableau mobile app. In this section, we'll survey creating worksheets and Dashboards, with the intention of communicating the basics, but we'll also provide some insight that may prove helpful to more seasoned Tableau users.

Creating worksheets

...

Connecting Tableau to your data

At the time of writing, Tableau's data connection menu includes 70 different connection types. And that's somewhat of an understatement since some of those types contain multiple options. For example, the selection choice, Other Files, includes 34 options. Of course, we won't cover the details for every connection type, but we will cover the basics.

Upon opening a new instance of Tableau Desktop, you'll notice a link in the top-left corner of the workspace. Clicking on that link will enable you to connect to the data. Alternatively, you can click on the New Data Source icon on the toolbar:

Although in future chapters we'll connect to other data sources, here we'll limit the discussion to connecting to the Microsoft Excel and text files.

...

Connecting to Tableau Server

Connecting to Tableau Server is perhaps the single most important server-connection type to consider, since it's frequently used to provide better performance than may otherwise be possible. Additionally, connecting to Tableau Server enables the author to receive not only data, but information regarding how that data is to be interpreted; for example, whether a given field should be considered a measure or a dimension.

Exercise: connecting to Tableau Server

The following are the steps for connecting to Tableau Server:

  1. To complete this exercise, access to an instance of Tableau Server is necessary. If you don't have access to Tableau Server, consider installing a trial version on your...

Connecting to saved data sources

Connecting to a saved data source on a local machine is very similar to connecting to a data source published on Tableau Server. Metadata definitions associated with the local data source are preserved just as they are on Tableau Server. Of course, since the data source is local instead of remote, the publication process is different.

Exercise: creating a local data connection

Let's explore the following steps for creating a local data connection using an example:

  1. In the workbook associated with this chapter, navigate to the Local Data Connection tab.
  2. In the Data pane, right-click on the Superstore data source and select Add to Saved Data Sources.
  3. Using the resulting dialog box, save...

Measure Names and Measure Values

I've observed the following scenario frequently, wherein a new Tableau author creates a worksheet and drags a measure to the Text shelf. The author does this in order to create another row to display a second measure but doesn't know how. They drag the second measure to various places on the view and gets results that seem entirely unpredictable. The experience is very frustrating for the author since it's so easy to accomplish this in Microsoft Excel! The good news is that it's also easy to accomplish this in Tableau. It just requires a different approach. Let's explore the solution with an exercise.

Measure Names and Measure Values are generated fields in Tableau. They don't exist in the underlying data, but they're indispensable for creating many kinds of views. As may be guessed from its placement in the...

Three essential Tableau concepts

The road to mastering Tableau begins with three essential concepts. We'll discuss each of the following concepts:

  • Dimensions and Measures
  • Row Level, Aggregate Level, Table Level
  • Continuous and Discrete

Dimensions and measures

Tableau categorizes every field from an underlying data source as either a dimension or a measure. A dimension is qualitative or, to use another word, categorical. A measure is quantitative or aggregable. A measure is usually a number but may be an aggregated, non-numeric field, such as MAX (Date of Hire). A dimension is usually a text, Boolean, or date field, but may also be a number, such as Pay Rate. Dimensions provide meaning to numbers by slicing those numbers...

Exporting data to other devices

Once a Dashboard looks as it's expected to, the developer has different choices of sharing the work. An upload to the Tableau Server is the most likely option. The end user might not look at the results on just a laptop; they could use a tablet or cellphone, too.

Exporting data to a mobile phone

While developing a Dashboard, the Tableau Creator has the option to take a look at Device Designer or Device Preview. You can find it here:

Please be aware that you can only use the sheets that are in the default layout of your Dashboard. Once you're in the Device Designer mode, select a Device type and you'll get choices of the most common Models:

A cellphone is usually designed...

Summary

In this chapter, we covered the basics of Tableau. We began with some basic terminology, then we looked at the basics of creating worksheets and Dashboards. We focused on default behavior, how to override that behavior, and we considered best practices. Then we reviewed Measure Names and Measure Values.

After that, we explored three essential Tableau concepts: Dimensions and Measures, Row-, Aggregate-, and Table-level, and Continuous and Discrete. Of particular importance is understanding that row- and aggregate-level calculations are computed by the data source engine, while table-level calculations are handled by Tableau. Finally, we saw how to adjust your Dashboard for other devices, such as a cellphone or tablet.

In the next chapter, we'll continue our Tableau exploration by looking at data. We'll explore how to prepare data for Tableau by looking at joins...

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Key benefits

  • Master new features in Tableau 2019.1 to solve real-world analytics challenges
  • Perform Geo-Spatial Analytics, Time Series Analysis, and self-service analytics using real-life examples
  • Build and publish dashboards and explore storytelling using Python and MATLAB integration support

Description

Tableau is one of the leading business intelligence (BI) tools used to solve BI and analytics challenges. With this book, you will master Tableau's features and offerings in various paradigms of the BI domain. This book is also the second edition of the popular Mastering Tableau series, with new features, examples, and updated code. The book covers essential Tableau concepts and its advanced functionalities. Using Tableau Hyper and Tableau Prep, you’ll be able to handle and prepare data easily. You’ll gear up to perform complex joins, spatial joins, union, and data blending tasks using practical examples. Following this, you’ll learn how to perform data densification to make displaying granular data easier. Next, you’ll explore expert-level examples to help you with advanced calculations, mapping, and visual design using various Tableau extensions. With the help of examples, you’ll also learn about improving dashboard performance, connecting Tableau Server, and understanding data visualizations. In the final chapters, you’ll cover advanced use cases such as Self-Service Analytics, Time Series Analytics, and Geo-Spatial Analytics, and learn to connect Tableau to R, Python, and MATLAB. By the end of this book, you’ll have mastered the advanced offerings of Tableau and be able to tackle common and not-so-common challenges faced in the BI domain.

Who is this book for?

This book is designed for business analysts, BI professionals and data analysts who want to master Tableau to solve a range of data science and business intelligence problems. The book is ideal if you have a good understanding of Tableau and want to take your skills to the next level.

What you will learn

  • Get up to speed with various Tableau components
  • Master data preparation techniques using Tableau Prep
  • Discover how to use Tableau to create a PowerPoint-like presentation
  • Understand different Tableau visualization techniques and dashboard designs
  • Interact with the Tableau server to understand its architecture and functionalities
  • Study advanced visualizations and dashboard creation techniques
  • Brush up on powerful Self-Service Analytics, Time Series Analytics, and Geo-Spatial Analytics
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Publication date : Feb 28, 2019
Length: 558 pages
Edition : 2nd
Language : English
ISBN-13 : 9781789533880
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Tools :

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Table of Contents

19 Chapters
Section 1: Tableau Concepts, Basics Chevron down icon Chevron up icon
Getting Up to Speed - A Review of the Basics Chevron down icon Chevron up icon
All About Data - Getting Your Data Ready Chevron down icon Chevron up icon
Tableau Prep Chevron down icon Chevron up icon
All About Data - Joins, Blends, and Data Structures Chevron down icon Chevron up icon
All About Data - Data Densification, Cubes, and Big Data Chevron down icon Chevron up icon
Table Calculations Chevron down icon Chevron up icon
Level of Detail Calculations Chevron down icon Chevron up icon
Section 2: Advanced Calculations, Mapping, Visualizations Chevron down icon Chevron up icon
Beyond the Basic Chart Types Chevron down icon Chevron up icon
Mapping Chevron down icon Chevron up icon
Tableau for Presentations Chevron down icon Chevron up icon
Visualization Best Practices and Dashboard Design Chevron down icon Chevron up icon
Advanced Analytics Chevron down icon Chevron up icon
Improving Performance Chevron down icon Chevron up icon
Section 3: Connecting Tableau to R, Python, and Matlab Chevron down icon Chevron up icon
Interacting with Tableau Server Chevron down icon Chevron up icon
Programming Tool Integration Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.5
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5 star 50%
4 star 16.7%
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1 star 33.3%
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Amazon Kunde Jun 22, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Fantastic book. Well written and with a lot of examples.
Amazon Verified review Amazon
Daniele De A. Soares Jun 13, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
What is so nice in this book is that it provides a lot of downloads so you have downloads of the software and can follow along the steps in the book to learn the software. It is really helpful. A must-have.
Amazon Verified review Amazon
Agata Nov 27, 2023
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My favourite Tableau book. The more I learnt the more it answered to my further needs
Amazon Verified review Amazon
Gabriel Nov 27, 2019
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
content was good but presentation can improve
Amazon Verified review Amazon
George_MD Feb 26, 2020
Full star icon Empty star icon Empty star icon Empty star icon Empty star icon 1
The book is constantly referring to non-existing worksheets or missing dimensions in the sample workbook.Poorly organized.Provided examples lack basic explanation as to what is being done and WHY.Buy another book, avoid this one
Amazon Verified review Amazon
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