Summary
In this chapter, we looked at the basics of Tableau. We began our survey by considering the Tableau universe, as well as the Tableau interface and some basic terminology. This is important, since definitions given here will be used throughout the book and are prevalent in any discussion concerning Tableau.
Next we considered the basics of creating worksheets and dashboards. We focused on default behavior and how to override that behavior, and we also considered best practices, particularly with regard to the prudent use of Show Me.
Next we reviewed Measure Names and Measure Values. Note that this is often an area where new Tableau authors stumble. If you struggle with proper utilization of Measure Names and Values, consider repeating the exercises and constructing some of your own to ensure clear comprehension.
Finally, we considered three essential Tableau concepts: dimensions and measures; row, aggregate, and table levels; and continuous and discrete. Of particular importance is the understanding that row- and aggregate-level calculations are computed by the data-source engine, while table-level calculations are handled by Tableau. Also, a clear understanding of the seven considerations regarding continuous and discrete should prove helpful.
We will continue our exploration of Tableau with a series of chapters that are all about the data. In these chapters, we will consider how to prepare your data for Tableau; joins, blends, and data structures; and data densification, cubes, and big data.
