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Index
Title Page
Copyright and Credits
Learning Tableau 2019 Third Edition
About Packt
Why subscribe?
Packt.com
Contributors
About the author
About the reviewers
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Download the color images
Conventions used
Get in touch
Reviews
Section 1: Tableau Foundations
Taking Off with Tableau
The cycle of analytics
Connecting to data
Foundations for building visualizations
Measures and dimensions
Discrete and continuous fields
Discrete fields
Continuous fields
Visualizing data
Bar charts
Iterations of bar charts for deeper analysis
Line charts
Iterations of line charts for deeper analysis
Geographic visualizations
Filled maps
Symbol maps
Density maps
Using Show Me
Putting everything together in a dashboard
The Dashboard interface
Building your dashboard
Summary
Working with Data in Tableau
The Tableau paradigm
A simple example
Connecting to data
Connecting to data in a file
Connecting to data on a server
Connecting to data in the cloud
Shortcuts for connecting to data
Managing data source metadata
Working with extracts instead of live connections
Creating extracts
Using extracts
Performance
Portability and security
When to use an extract
Tableau file types
Joins and blends
Joining tables
Cross database joins
Blending data sources
A blending example
Filtering data
Filtering discrete (blue) fields
Filtering continuous (green) fields
Filtering dates
Other filtering options
Summary
Venturing on to Advanced Visualizations
Comparing values
Bar charts
Bar chart variations
Bullet chart – comparing to a goal, target, or threshold
Bar-in-bar chart
Highlighting categories of interest
Visualizing dates and times
Date parts, date values, and exact dates
Variations of date and time visualizations
Gantt Charts
Relating parts of the data to the whole
Stacked bars
Treemaps
Area charts
Pie charts
Visualizing distributions
Circle charts
Jittering
Box and whisker plots
Histograms
Visualizing multiple axes to compare different measures
Scatterplot
Dual axis and combination charts
Summary
Section 2: Leveraging the Full Power of Tableau
Starting an Adventure with Calculations
Introduction to calculations
Creating and editing calculations
Additional functions and operators
Four main types of calculations
Example data
Row-level calculations
Aggregate-level calculations
Why the row-level/aggregate-level difference matters
Level of detail calculations
Level of detail syntax
Level of detail types
FIXED
INCLUDE
EXCLUDE
Level of detail example
Parameters
Creating parameters
Practical examples of calculations and parameters
Fixing data issues
Extending the data
Enhancing user experience, analysis, and visualizations
Ad hoc calculations
Performance considerations
Summary
Diving Deep with Table Calculations
An overview of Table Calculations
Creating and editing Table Calculations
Quick Table Calculations
Relative versus fixed
Scope and direction
Working with scope and direction
Addressing and partitioning
Advanced addressing and partitioning
Custom Table Calculations
Meta table functions
Lookup and previous value
Running functions
Window functions
Rank functions
Script functions
The Total function
Practical examples
Year over Year Growth
Dynamic titles with totals
Late filtering
Data densification
When and where data densification occurs
An example of leveraging data densification
Summary
Making Visualizations That Look Great and Work Well
Visualization considerations
Leveraging formatting in Tableau
Workbook-level formatting
Worksheet-level formatting
Field-level formatting
Custom number formatting
Custom date formatting
Null formatting
Additional formatting options
Adding value to visualizations
Tooltips
Viz in Tooltip
Summary
Telling a Data Story with Dashboards
Key concepts for dashboards
Dashboard definition
Dashboard objectives
Dashboard approaches
Designing dashboards in Tableau
Objects
Tiled versus floating
Manipulating objects on the dashboard
Dashboard example – is least profitable always unprofitable?
Building the views
Creating the dashboard framework
Implementing actions to guide the story
Interlude – context filtering
Designing for different displays and devices
How actions work
Filter actions
Highlight actions
URL actions
Set actions
Sets
A set action example
Dashboard example – regional scorecard
Stories
Summary
Digging Deeper - Trends, Clustering, Distributions, and Forecasting
Trends
Customizing Trend Lines
Trend models
Linear
Logarithmic
Exponential
Power
Polynomial
Analyzing trend models
Exporting statistical model details
Advanced statistics (and more!) with R and Python
Clustering
Distributions
Forecasting
Summary
Section 3: Data Prep and Structuring
Cleaning and Structuring Messy Data
Structuring data for Tableau
Good structure – tall and narrow instead of short and wide
Wide data
Tall data
Wide and tall in Tableau
Good structure – star schemas (Data Mart/Data Warehouse)
Dealing with data structure issues
Restructuring data in Tableau connections
Union files together
Cross database joins
A practical example – filling out missing/sparse dates
Working with different levels of detail
Overview of advanced fixes for data problems
Summary
Introducing Tableau Prep
Getting prepped to explore Tableau Prep
Understanding the Tableau Prep Builder Interface
Flowing with the fundamental paradigm
Connecting to data
Cleaning the data
Union, merging mismatched fields, and removing unnecessary fields
Grouping and cleaning
Calculations and aggregations in Tableau Prep
Filtering in Tableau Prep
Transforming the data for analysis
Options for automating flows
Summary
Section 4: Advanced Techniques and Sharing with Others
Advanced Visualizations, Techniques, Tips, and Tricks
Advanced visualizations
Slope Charts
Lollipop Charts
Waterfall Charts
Step Lines and Jump Lines
Spark Lines
Dumbbell Charts
Unit chart/symbol charts
Marimekko Charts
Sheet swapping and dynamic dashboards
Dynamically showing and hiding other controls
Mapping techniques
Supplementing the standard in geographic data
Manually assigning geographic locations
Creating custom territories
Ad hoc custom territories
Field-defined custom territories
Leveraging spatial objects
Some final map tips
Using background images
Animation
Transparency
Summary
Sharing Your Data Story
Presenting, printing, and exporting
Presenting
Printing
Exporting
Sharing with users of Tableau Desktop or Tableau Reader
Sharing with Tableau Desktop users
Sharing with Tableau Reader users
Sharing with users of Tableau Server, Tableau Online, and Tableau Public
Publishing to Tableau Public
Publishing to Tableau Server and Tableau Online
Interacting with Tableau Server
Additional distribution options using Tableau Server
Summary
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