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Index
Communicating Data with Tableau
Preface
Intended Audience
Assumptions This Book Makes
Contents of This Book
Conventions Used in This Book
Using Code Examples
Safari® Books Online
How to Contact Us
Acknowledgments
1. Communicating Data
A Step in the Process
A Model of Communication
Three Types of Communication Problems
Six Principles of Communicating Data
Principle #1: Know Your Goal
Principle #2: Use the Right Data
Principle #3: Select Suitable Visualizations
What type of data do you have?
What are the most effective types of visualizations for your data type?
Principle #4: Design for Aesthetics
Principle #5: Choose an Effective Medium and Channel
Principle #6: Check the Results
Summary
2. Introduction to Tableau
Using Tableau
My Tableau Story
Tableau Products
Connecting to Data
The Tableau User Interface
Sheets
Dashboards
The toolbar
Data types
Changing data types
Calculated fields
Creating visualizations
Show Me
Summary
3. How Much and How Many
Communicating “How Much”
An Example of How Much
Comparing Comparisons
Fine-Tuning the Default
Sorting
The Dot Chart
Communicating “How Many”
A Tale of Two Formats
Counting Dimensions
Histograms: How Many of How Much?
Summary
4. Ratios and Rates
Ratios
Two Ways of Adding Rank
Rates
Blending Data Sources
Visualizing Rates
Summary
5. Proportions and Percentages
Part-to-Whole
Introducing Filters and Quick Filters
Introducing Table Calculations
Proportions as Waterfall Charts Using Gantt
Current-to-Historical
The Bullet Graph
Reference Lines
Actual-to-Target
Summary
6. Mean and Median
The Normal Distribution
An Example of “Normal” Data
Box Plots
An Example of “Non-Normal” Data
Sensitivity to Outliers
Visualizing Typical Values of Non-Normal Distributions
Summary
7. Variation and Uncertainty
Respecting Variation
Visualizing Variation
Variation Over Time: Control Charts
Anatomy of a Control Chart
How to Create a Control Chart in Tableau
The quick method
The rigorous method
Understanding Uncertainty
Summary
8. Multiple Quantities
Scatterplots
Who Is Who?
Labels
Tooltips
Annotations
Making it Exploratory
Adding Background Images
Stacked Bars
Regression and Trend Lines
The Quadrant Chart
Summary
9. Changes Over Time
The Origin of Time Charts
The Line Chart
The Dual-Axis Line Chart
The Connected Scatterplot
The Date Field Type and Seasonality
The Timeline
The Slopegraph
Step 1: Get the Data
Step 2: Connect Tableau
Step 3: Create a Parameter and Matching Calculated Field
Step 4: Create the Basic Slopegraph
Step 5: Add Line Coloring and Thickness
Step 6: Design the Dashboard
Summary
10. Maps and Location
One Special Map
Circle Maps
Adding a Second Encoding
When Marks Multiply
Filled Maps
Dual-Encoded Maps
A Dual-Axis Map
A Dual-Encoded Circle Map
Summary
11. Advanced Maps
Maps with Shapes
Maps Showing Paths
Plotting Map Shapes Using Axes
Summary
12. The Joy of Dashboards
Dashboards in Tableau
A Word of Caution
“Begin with the End in Mind”
Types of Dashboards
Context Is King
Summary
13. Building Dashboards
Building an Exploratory Dashboard
Step 1: Design
Step 2: Sheets
Moving Things Around
Step 3: Annotations
Step 4: Objects
“Hover for More Info” icons
Step 5: Actions
Quick Filters on Dashboards
Dynamic Labels on Dashboards
Using Sheets as Filters on Dashboards
Highlighting Sheets
Using Sheets to Highlight
Step 6: Formatting
Steps 7 and 8: Delivery and Results
Building an Explanatory Dashboard
A Key Point to Explain: Nordic Countries in the Lead
Another Key Point to Explain: The Emergence of China
Summary
14. Advanced Dashboard Features
Animating Dashboards
Showing Multiple Tabs
Adding Navigation with Filters
Adding Custom Header Images
Adding Google Maps to Dashboards
Create the URLs
Adding Dynamic Google Maps Satellite Images to Our Dashboard
Adding YouTube Videos to Dashboards
Summary
A. Resources
Training
Examples
Blogs
Other Resources
Index
Colophon
Copyright
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