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Tableau Desktop Pocket Reference

Release Date: 2021/06/01
ISBN: 9781492093473
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In a crowded field of data visualization and analytics tools, Tableau Desktop has emerged as the clear leader. This is partly due to its ease of use, but once you dive into Tableau's extensive feature set, you'll understand just how powerful and flexible this software can be for your business or organization.

With this handy pocket reference, author Ryan Sleeper (Innovative Tableau) shows you how to translate the vast amounts of data into useful information. Tableau has done an amazing job of making valuable insights accessible to analysts and executives who would otherwise need to rely on IT. This book quickly guides you through Tableau Desktop's learning curve.

You'll learn:

  • How to shape data for use with Tableau Desktop
  • How to create the most effective chart types
  • Core concepts including discrete versus continuous
  • Must-know technical features including filters, parameters, and sets
  • Key syntax for creating the most useful analyses
  • How to bring it all together with dashboards
And more!

Table of Contents

  1. Preface
    1. Conventions Used in This Book
    2. Playfair Data TV
    3. O’Reilly Online Learning
    4. How to Contact Us
    5. Acknowledgments
  2. 1. Tableau’s Product Ecosystem
    1. Tableau Products
    2. Tableau License Model 
    3. Tableau Version Updates
  3. 2. Shaping Data
    1. Common Data Layout
    2. Ideal Data Layout
    3. How to Reshape Data
  4. 3. Connecting to Data
    1. Data Models
    2. Live Data Connections Versus Data Extracts
    3. Data Source Versus Extract Filters
    4. Data Types
  5. 4. Tableau Terminology
    1. Data Pane
    2. Fields
    3. Shelves
    4. Marks Card
    5. Columns, Rows, and Chart Types
  6. 5. Dimension Versus Measure
    1. Using Measures
    2. Using Dimensions
    3. Making Classifications
  7. 6. Discrete Versus Continuous
    1. Visualizing Discrete and Continuous Options
    2. Changing Discrete and Continuous Options
  8. 7. How to Make a Bar Chart
    1. Creating a Bar Chart
    2. Introducing Aggregation in Tableau
    3. Combining Measures and Dimensions to Glean Insight
  9. 8. How to Make a Line Graph
    1. Tableau Line Graph Defaults
    2. Using the Show Me Feature
    3. Adding Context to a Line Graph by Encoding Marks
    4. Formatting Tips for Line Graphs
  10. 9. How to Make a Scatter Plot
    1. Visualization Level of Detail
    2. Getting Started with the Analytics Pane
    3. Closing Thoughts on Chart Types
  11. 10. Filters
    1. Types of Filters
    2. Options for Scaling Filters
    3. Understanding Tableau’s Filter Order of Operations
    4. Data Source and Extract Filters
  12. 11. Calculated Fields
    1. Basic Calculated Fields
    2. Aggregate Calculated Fields
    3. Row-Level Calculated Fields
    4. Table Calculations
    5. Level of Detail Calculations
  13. 12. Parameters
    1. How to Make a Parameter
    2. How to Use Dynamic Parameters
    3. Popular Use Cases
    4. Using a String for Dimension Member Highlighting and/or Filtering
    5. Using a Float for Scenario Playing
    6. Using a Dynamic Parameter for Date Filtering
  14. 13. Sets
    1. How to Create Sets
    2. Practical Use Cases
    3. Sets as a Filter
    4. Sets as a Dimension
    5. Sets within Calculated Fields
    6. Sets as a Highlighter
  15. 14. Dashboards and Distribution
    1. The Dashboard Pane
    2. Choosing the Layout and Size of a Dashboard
    3. Dashboard Sheets and Objects
    4. Tiled, Floating, and Hybrid Objects
    5. The Layout Pane
    6. Dashboard Actions
    7. Distributing Dashboards
    8. Tableau Server or Tableau Online
    9. Tableau Public
    10. Tableau Packaged Workbook
    11. PDF
    12. PowerPoint
    13. Images
    14. Conclusion
  16. Index
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