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Index
Cover Titlepage Copyright About the Author About the Technical Editor Acknowledgments Introduction: Overview of the Book and Technology
How This Book Is Organized Who Should Read This Book? Tools You Will Need What's on the Companion Website? Summary
Part I: Desktop
Chapter 1: Creating Visual Analytics with Tableau Desktop
The Shortcomings of Traditional Information Analysis The Business Case for Visual Analysis Tableau’s Desktop Tools Introducing the Tableau Desktop Workspace Summary
Chapter 2: Connecting to Your Data Chapter 3: Building Your First Visualization Chapter 4: Creating Calculations to Enhance Data
What Is Aggregation? What Are Calculated Fields and Table Calculations?
Chapter 5: Using Maps to Improve Insight
New Map Features Creating a Standard Map View
Chapter 6: Developing an Ad Hoc Analysis Environment
Data Discovery as a Creative Process Providing Self-Service Ad Hoc Analysis with Parameters
Chapter 7: Tips, Tricks, and Timesavers
Saving Time and Improving Formatting Customizing Shapes, Colors, Fonts, and Images Advanced Chart Types
Chapter 8: Bringing It All Together with Dashboards
How Dashboards Facilitate Analysis and Understanding How Tableau Improves the Dashboard-Building Process The Wrong Way to Build a Dashboard The Right Way to Build a Dashboard Building Your First Advanced Dashboard Sharing Your Dashboard with Tableau Reader Using the Tableau Performance Recorder to Improve Load Speed Sharing Dashboards with Tableau Online or Tableau Server
Chapter 9: Designing for Mobile
The Physics of Mobile Consumption Security Considerations for Mobile Consumption Offline Access Typical Mobile Usage Patterns Design Best Practices for Mobile Consumption A Tablet Dashboard Example Mobile Authoring and Editing A Note on Project Elastic
Chapter 10: Conveying Your Findings with Stories
Turning Analysis into Insight Building a Story Formatting Story Points Sharing Your Story Point Deck
Part II: Server
Chapter 11: Installing Tableau Server
What’s New in Version 9? Reasons to Deploy Tableau Server Licensing Options for Tableau Server and Tableau Online Determining Your Hardware and Software Needs New Feature: Persistent Query Cache Determining What Kind of Server License to Purchase Tableau Server’s Architecture Sizing the Server Hardware Environmental Factors That Can Affect Performance Configuring Tableau Server for the First Time Security Options Managing Ownership Through Hierarchy Permissions What Is the Data Server? When and How to Deploy Server on Multiple Physical Boxes Deploying Tableau Server in High Availability Environments Leveraging Existing Security with Trusted Authentication Deploying Tableau Server in Multi-National Environments Tableau Server Performance Recorder Performance-Tuning Tactics Managing Tableau Server in the Cloud Monitoring Activity on Tableau Server Editing Server Settings and Monitoring Licensing Partner Add-on Toolkits
Chapter 12: Managing Tableau Server
Managing Published Dashboards in Tableau Server Navigating Tableau Server Organizing Reports for Consumption Options for Securing Reports Improve Efficiency with the Data Server Consuming Information in Tableau Server Authoring and Editing Reports via Server What Is Required to Author Reports on the Web? Saving and Exporting via the Web-Tablet Environment Sharing Connections, Data Models, and Data Extracts Embedding Tableau Reports Securely on the Web When Your Reports Are a Piece of a Larger SaaS Offering Using Trusted Ticket Authentication as an Alternative Single Sign-on Method Using Subscriptions to Deliver Reports via E-mail
Chapter 13: Automating Tableau Server
Tableau Server’s APIs What Do tabcmd and tabadmin Do? Automating Extracts with the Extract API REST API
Part III: Case Studies
Chapter 14: Ensuring a Successful Tableau Deployment
Deploying Tableau—Lessons Learned Effective Use of Consultants The Tableau User Group at Cigna Taking Care of Vizness
Part IV: Appendixes
Appendix A: Tableau’s Product Ecosystem
Tableau Desktop Tableau Server Tableau Online Tableau Public Tableau Reader Tableau Mobile Project Elastic Power Tools for Tableau
Appendix B: Supported Data Source Connections
Windows Connections Mac OS X Connections
Appendix C: Keyboard Shortcuts Appendix D: Recommended Hardware Configurations
Tableau Desktop for Windows: Professional and Personal Editions Tableau Desktop for Mac OS X: Professional and Personal Editions Virtual Environments Tableau Server Web Browsers Hardware Guidelines Tableau Server User Authentication and Security Virtual Environments Internationalization
Appendix E: Understanding Tableau Functions
Organization and Key for Appendix E R Integration via Script Functions Other Specialized Functions Alphabetical Function List—Summary
Appendix F: Companion Website Glossary
End-User License Agreement
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