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Mastering Tableau 2021 - Third Edition

Release Date: 2021/05/01
ISBN: 9781800561649
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Build, design, and improve advanced business intelligence solutions using Tableau's latest features, including Tableau Prep Builder, Tableau Hyper, and Tableau Server

Key Features

  • Master new features in Tableau 2021 to solve real-world analytics challenges
  • Perform geo-spatial, time series, and self-service analytics using real-life examples
  • Build and publish dashboards and explore storytelling using Python and R integration support

Book Description

Tableau is one of the leading business intelligence (BI) tools used to solve data analysis challenges. With this book, you will master Tableau's features and offerings in various paradigms of the BI domain.

Updated with fresh topics including Quick Level of Detail expressions, the newest Tableau Server features, Einstein Discovery, and more, this book covers essential Tableau concepts and advanced functionalities. Leveraging Tableau Hyper files and using Prep Builder, you'll be able to perform data preparation and handling easily. You'll gear up to perform complex joins, spatial joins, unions, and data blending tasks using practical examples. Following this, you'll learn how to execute data densification and further explore expert-level examples to help you with calculations, mapping, and visual design using Tableau extensions. You'll also learn about improving dashboard performance, connecting to Tableau Server and understanding data visualization with examples. Finally, you'll cover advanced use cases such as self-service analysis, time series analysis, and geo-spatial analysis, and connect Tableau to Python and R to implement programming functionalities within Tableau.

By the end of this Tableau book, you'll have mastered the advanced offerings of Tableau 2021 and be able to tackle common and advanced challenges in the BI domain.

What you will learn

  • Get up to speed with various Tableau components
  • Master data preparation techniques using Tableau Prep Builder
  • 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

Who this book is for

This book is designed for business analysts, business intelligence 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.

Table of Contents

  1. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the example code files
    5. Download the color images
    6. Conventions used
    7. Get in touch
    8. Reviews
  2. Getting Up to Speed – A Review of the Basics
    1. Creating worksheets and dashboards
    2. Creating worksheets
    3. Creating a visualization
    4. Beyond the default behavior
    5. Show Me
    6. Creating dashboards
    7. Building a dashboard
    8. Adding interactivity to a dashboard
    9. Connecting Tableau to your data
    10. Connecting to a file
    11. Connecting to Tableau Server
    12. Connecting to saved data sources
    13. Measure Names and Measure Values
    14. Measure Names and Measure Values shortcuts
    15. Three essential Tableau concepts
    16. Dimensions and measures
    17. Row-level, aggregate-level, and table-level calculations
    18. Continuous and discrete
    19. Exporting data to other devices
    20. Exporting data to a mobile phone
    21. Tableau Mobile
    22. Summary
  3. All About Data – Getting Your Data Ready
    1. Understanding Hyper
    2. The Tableau data-handling engine
    3. Changing field attribution
    4. Table calculation
    5. Hyper takeaways
    6. Data mining and knowledge discovery process models
    7. Survey of the process models
    8. CRISP-DM
    9. CRISP-DM phases
    10. Focusing on data preparation
    11. Surveying data
    12. Establishing null values
    13. Extrapolating data
    14. Cleaning messy data
    15. Cleaning the data
    16. Extracting data
    17. Summary
  4. Tableau Prep Builder
    1. Connecting to data
    2. The Tableau Prep Builder GUI
    3. Getting to know Tableau Prep Builder
    4. Prepping data
    5. Cleaning data
    6. Unions and joins
    7. Adding unions
    8. Adding joins
    9. Aggregating
    10. Pivoting
    11. Scripting
    12. Additional options with Tableau Prep Builder
    13. Insert flow
    14. Incremental refresh
    15. Tableau Prep Conductor
    16. Exporting data
    17. Summary
  5. All About Data – Joins, Blends, and Data Structures
    1. Relationships
    2. Joins
    3. Join culling
    4. Snowflaking
    5. Join calculations
    6. Spatial joins
    7. Unions
    8. Blends
    9. Exploring the order of operations
    10. Adding secondary dimensions
    11. Introducing scaffolding
    12. Understanding data structures
    13. Summary
  6. Table Calculations
    1. A definition and two questions
    2. Introducing functions
    3. Directional and non-directional table calculations
    4. Exploring each unique table calculation function
    5. Lookup and Total
    6. Previous Value
    7. Running
    8. Window
    9. First and Last
    10. Index
    11. Rank
    12. Size
    13. Application of functions
    14. Building a playground
    15. Partitioning and addressing with one dimension
    16. Partitioning and addressing with two dimensions
    17. Partitioning and addressing with three dimensions
    18. Summary
  7. All About Data – Data Densification, Cubes, and Big Data
    1. Using the OData connector
    2. Introducing data densification
    3. Domain completion
    4. Deploying domain completion
    5. The usefulness of domain completion
    6. Removing unwanted domain completion
    7. Domain padding
    8. Deploying domain padding
    9. The usefulness of domain padding
    10. Problems of domain padding
    11. Working with cubes
    12. Data blending for continuous months
    13. Data blending for hierarchies, aliasing, and grouping
    14. Tableau and big data
    15. Addressing Excel's row limitation
    16. Massively parallel processing
    17. Building a visualization with Google BigQuery
    18. Summary
  8. Level of Detail Calculations
    1. Introducing LOD calculations
    2. Playground I: FIXED and EXCLUDE
    3. Setting up the workbook
    4. Understanding FIXED
    5. Table-scoped expressions
    6. Quick LOD calculations
    7. Understanding EXCLUDE
    8. Understanding Tableau's order of operations
    9. Playground II: INCLUDE
    10. Setting up the workbook
    11. Understanding INCLUDE
    12. Building practical applications with LODs
    13. Using the LOD calculation FIXED
    14. Using the LOD calculation INCLUDE
    15. Using the LOD calculation EXCLUDE
    16. Summary
  9. Beyond the Basic Chart Types
    1. Improving popular visualizations
    2. Bullet graphs
    3. Using bullet graphs
    4. Bullet graphs – beyond the basics
    5. Pies and donuts
    6. Pies and donuts on maps
    7. Pies and donuts – beyond the basics
    8. Pareto charts
    9. Using Pareto charts
    10. Pareto charts – beyond the basics
    11. Custom background images
    12. Creating custom polygons
    13. Drawing a square around Null Island
    14. Creating an interactive bookshelf using polygons
    15. Analyzing a game of chess in Tableau
    16. Creating an SVG file in Tableau
    17. Creating a grid
    18. Using a grid to generate a dataset
    19. Visualizing a chess game
    20. Creating polygons on a background image
    21. Tableau extensions
    22. Using Show me More
    23. Einstein Discovery
    24. Summary
  10. Mapping
    1. Extending Tableau's mapping capabilities without leaving Tableau
    2. Creating custom polygons
    3. Polygons for Texas
    4. Heatmaps
    5. Dual axes and layering maps
    6. Using dual axes
    7. Adding map layers
    8. Extending Tableau mapping with other technology
    9. Using custom maps with a Web Map Service
    10. Exploring Mapbox
    11. Swapping maps
    12. Summary
  11. Tableau for Presentations
    1. Getting the best images out of Tableau
    2. Tableau's native export capabilities
    3. From Tableau to PowerPoint
    4. Creating a template
    5. Creating a dashboard for print
    6. Semi-automating a PowerPoint presentation
    7. Embedding Tableau in PowerPoint
    8. Animating Tableau
    9. Using an animation to export many images
    10. Using an animation in Tableau to create an animation in PowerPoint
    11. Story points and dashboards for presentations
    12. Presentation resources
    13. Summary
  12. Visualization Best Practices and Dashboard Design
    1. Visualization design theory
    2. Formatting rules
    3. Keep the font choice simple
    4. Use lines in order of visibility
    5. Use bands in groups of three to five
    6. Color rules
    7. Keep colors simple and limited
    8. Respect the psychological implications of colors
    9. Be colorblind-friendly
    10. Use pure colors sparingly
    11. Choose color variations over symbol variation
    12. Visualization type rules
    13. Keep shapes simple
    14. Use pie charts sparingly
    15. Compromises
    16. Making the dashboard simple and robust
    17. Presenting dense information
    18. Telling a story
    19. Maximizing documentation on a dashboard
    20. Keeping visualizations simple
    21. Dashboard design
    22. Dashboard layout
    23. The golden ratio layout
    24. The quad layout
    25. The small multiple layout
    26. Utilizing sheet swapping
    27. Creating a collapsible menu
    28. Dashboard best practices for user experience
    29. Actions
    30. Filter actions
    31. Highlight actions
    32. URL actions
    33. Navigation actions
    34. Parameter actions
    35. Set actions
    36. Export Dashboard Button
    37. Item hierarchy
    38. Used In
    39. Summary
  13. Advanced Analytics
    1. Visualizing world indices correlations
    2. Plotting a scattergraph
    3. Adding axis distributions
    4. Adding a correlation matrix
    5. Finalizing the dashboard
    6. Geo-spatial analytics with Chicago traffic violations
    7. Preparing the data
    8. Building a map of intersections
    9. Adding a corresponding heatmap worksheet
    10. Finalizing the dashboard
    11. Extending geo-spatial analytics with distance measures
    12. Adding measure points to the map
    13. Adding the distance line
    14. Summary
  14. Improving Performance
    1. Understanding the performance-recording dashboard
    2. Hardware and on-the-fly techniques
    3. Configuring auto updates
    4. The Run Update feature
    5. Small extracts
    6. Connecting to data sources
    7. Working efficiently with large data sources
    8. Defining primary and foreign keys
    9. Defining columns as NOT NULL
    10. Indexing
    11. Working with extracts
    12. Constructing an extract
    13. Aggregation
    14. Optimizing extracts
    15. Using filters wisely
    16. Extract filters
    17. Data source filters
    18. Context filters
    19. Dimension and measure filters
    20. Table calculation filters
    21. Using actions instead of filters
    22. Efficient calculations
    23. Prioritizing code values
    24. Level-of-detail calculation or table calculations
    25. Other ways to improve performance
    26. Avoid overcrowding a dashboard
    27. Fixing dashboard sizing
    28. Setting expectations
    29. Summary
  15. Interacting with Tableau Server/Online
    1. Publishing a data source to Tableau Server
    2. Tableau file types
    3. Tableau data source
    4. Tableau packaged data source
    5. Tableau workbook
    6. Tableau packaged workbook
    7. Other file types
    8. Tableau Server architecture
    9. Approaches to avoid
    10. Approaches to adopt
    11. Web authoring
    12. Editing an existing workbook with web authoring
    13. Understanding the Tableau Server web authoring environment
    14. Comparing Tableau Desktop and web authoring
    15. Maintaining workbooks on Tableau Server
    16. Revision history
    17. User filters
    18. Performance-recording dashboard
    19. More Tableau Server settings and features
    20. Features on the worksheet level
    21. Features on the view level
    22. Summary
  16. Programming Tool Integration
    1. Integrating programming languages
    2. R installation and integration
    3. Implementing R functionality
    4. Reproducing native Tableau functionality in R
    5. Using R for regression calculations
    6. Clustering in Tableau using R
    7. Introducing quantiles
    8. Performance challenges
    9. Python installation and integration
    10. Implementing Python functionality
    11. Random and random normal
    12. Generating random numbers
    13. Random normal
    14. Calculating sentiment analysis
    15. Deploying models with TabPy
    16. Predeployed TabPy functions
    17. Summary
    18. Why subscribe?
  17. Another Book You May Enjoy
  18. Index
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