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by Shweta Sankhe-Savale
Tableau Cookbook – Recipes for Data Visualization
Tableau Cookbook – Recipes for Data Visualization
Table of Contents
Tableau Cookbook – Recipes for Data Visualization
Credits
About the Author
About the Reviewer
www.PacktPub.com
eBooks, discount offers, and more
Why subscribe?
Customer Feedback
Preface
What this book covers
What you need for this book
Who this book is for
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. Keep Calm and Say Hello to Tableau
Introduction
Starting with Tableau Desktop
Getting ready
How to do it...
How it works...
Introduction to My Tableau Repository and connecting to the sample data source
Getting ready
How to do it...
How it works...
Building our first visualization and understanding the Tableau workspace
Getting ready
How to do it...
How it works...
Saving a Tableau workbook
Getting ready
How to do it...
2. Ready to Build Some Charts? Show Me!
Introduction
Building views manually
Getting ready
How to do it…
How it works…
Building views automatically
Getting ready
How to do it…
How it works…
Understanding Show Me!
Getting ready
How to do it…
How it works…
Creating a Text table
Getting ready
How to do it…
How it works…
Creating a Highlight table
Getting ready
How to do it…
How it works…
Creating a Heat map
Getting ready
How to do it…
How it works…
Creating a Bar chart
Getting ready
How to do it…
How it works…
Creating a Stacked Bar chart
How to do it…
How it works…
Creating a Pie chart
Getting ready
How to do it…
How it works…
Creating a Line chart
Getting ready
How to do it…
How it works…
Creating an Area chart
Getting ready
How to do it…
How it works…
Creating a Treemap
Getting ready
How to do it…
How it works…
Creating a Packed Bubble chart
Getting ready
How to do it…
How it works…
Creating a word cloud
Getting ready
How to do it…
How it works…
3. Hungry for More Charts? Dig In!
Introduction
Creating an Individual axes chart
Getting ready
How to do it…
How it works…
Creating a Blended axes chart
Getting ready
How to do it…
How it works…
Creating a Side by Side Bar chart
Getting ready
How to do it…
How it works…
Creating a Dual axes chart
Getting ready
How to do it…
How it works…
Creating a Combination chart
Getting ready
How to do it…
How it works…
Creating a Scatter plot
Getting ready
How to do it…
How it works…
Creating a Box and Whisker plot
Getting ready
How to do it…
How it works…
Creating a Gantt chart
Getting ready
How to do it…
How it works…
Creating Maps
Getting ready
How to do it…
How it works…
Using Background images
Getting ready
How to do it…
How it works…
There's more…
4. Slice and Dice – Grouping, Sorting, and Filtering Data
Introduction
Sorting our data
Getting ready
How to do it…
How it works…
Creating a custom hierarchy
Getting ready
How to do it…
How it works…
Grouping our data
Getting ready
How to do it…
How it works…
Creating bins to bucket our data
Getting ready
How to do it…
How it works…
Creating and using filters
Getting ready
How to do it…
How it works…
Creating and using sets
Getting ready
How to do it…
How it works…
Creating and using context filters
Getting ready
How to do it…
How it works…
5. Adding Flavor – Creating Calculated Fields
Introduction
Understanding how to create and use Calculations
Creating string calculations
Getting ready
How to do it…
How it works…
Creating arithmetic calculations
Getting ready
How to do it…
How it works…
Creating date calculations
Getting ready
How to do it…
How it works…
Creating logic calculations
Getting ready
How to do it…
How it works…
Using sets in calculations
Getting ready
How to do it…
How it works…
Understanding Table Calculations
Getting ready
How to do it…
How it works…
Understanding Level of Detail (LOD) Calculations
Getting ready
How to do it…
How it works…
Understanding INCLUDE LOD
Getting ready
How to do it…
How it works…
Understanding EXCLUDE LOD
Getting ready
How to do it…
How it works…
Understanding FIXED LOD
Getting ready
How to do it…
How it works…
Understanding how to create and use Parameters
Getting ready
How to do it…
How it works…
6. Serve It on a Dashboard!
Introduction
Combining multiple visualizations into a dashboard
Getting ready
How to do it…
How it works…
There's more...
Using the filter action
Getting ready
How to do it…
How it works…
Using the highlight action
Getting ready
How to do it…
How it works…
Using the URL action
Getting ready
How to do it…
How it works…
7. The Right MIX – Blending Multiple Data Sources
Introduction
Understanding Multiple Table Join within a single database
Getting ready
How to do it…
How it works…
Understanding Multiple Table Join across databases
Getting ready
How to do it…
How it works…
Understanding Data Blending
Getting ready
How to do it…
How it works…
Understanding and using Unions
Getting ready
How to do it…
How it works…
Using Custom SQL Query to fetch data
Getting ready
How to do it…
How it works…
Working with Tableau Extracts
Getting ready
How to do it…
How it works…
8. Garnish with Reference Lines, Trends, Forecasting, and Clustering
Introduction
Understanding how to create and use trend lines
Getting ready
How to do it…
How it works…
Understanding and using the forecasting functionality
Getting ready
How to do it…
How it works…
Understanding and using reference lines – the bullet chart
Getting ready
How to do it…
How it works…
Understanding how to perform clustering
Getting ready
How to do it…
How it works…
9. Bon Appétit! Tell a Story and Share It with others
Introduction
Understanding and using story points
Getting ready
How to do it…
How it works…
Saving our work as a packaged workbook
Getting ready
How to do it…
How it works…
Publishing our work to Tableau Server or Tableau Online
Getting ready
How to do it…
How it works…
10. Formatting in Tableau for Desserts
Introduction
Formatting across our entire workbook
Getting ready
How to do it…
How it works…
Formatting within a worksheet
Getting ready
How to do it…
How it works…
Using and formatting labels and annotations
Getting ready
How to do it…
How it works…
Using and formatting titles and captions
Getting ready
How to do it…
How it works…
Index
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Prev
Previous Chapter
Using and formatting titles and captions
Index
A
Annotations
using /
Using and formatting labels and annotations
,
How to do it…
,
How it works…
formatting /
Using and formatting labels and annotations
,
How to do it…
,
How it works…
architecture-aware nature
about /
Working with Tableau Extracts
Area chart
about /
Creating an Area chart
creating /
Creating an Area chart
,
Getting ready
,
How to do it…
working /
How it works…
arithmetic calculations
creating /
Creating arithmetic calculations
,
How to do it…
working /
How it works…
Automatic approach
about /
Introduction
B
background images
about /
Using Background images
using /
Using Background images
,
How to do it…
working with /
How it works…
Bar chart
creating /
Creating a Bar chart
,
Getting ready
about /
Creating a Bar chart
working /
How it works…
BEDMAS /
Creating arithmetic calculations
binning
about /
Creating bins to bucket our data
bins
creating /
Creating bins to bucket our data
,
How to do it…
working /
How it works…
Blended axes chart
creating /
Creating a Blended axes chart
,
How to do it…
about /
Creating a Blended axes chart
working with /
How it works…
Blue pill
about /
How it works…
reference /
How it works…
BODMAS /
Creating arithmetic calculations
Box and Whisker plot
about /
Creating a Box and Whisker plot
creating /
Creating a Box and Whisker plot
,
Getting ready
,
How to do it…
working with /
How it works…
bullet chart
about /
Understanding and using reference lines – the bullet chart
Bullet Chart
about /
There's more…
C
calculations
creating /
Understanding how to create and use Calculations
using /
Understanding how to create and use Calculations
classifying /
Understanding how to create and use Calculations
string calculations /
Creating string calculations
arithmetic calculations /
Creating arithmetic calculations
date calculations /
Creating date calculations
logic calculations /
Creating logic calculations
Sets, using /
Using sets in calculations
,
How to do it…
,
How it works…
table calculations /
Understanding Table Calculations
Captions
using /
Using and formatting titles and captions
,
How to do it…
,
How it works…
formatting /
Using and formatting titles and captions
,
How to do it…
,
How it works…
categorical qualitative data
about /
How it works...
Circle mark type
about /
Creating a Packed Bubble chart
Class Interval
about /
Creating bins to bucket our data
clustering
about /
Understanding how to perform clustering
performing /
Getting ready
,
How to do it…
working /
How it works…
reference /
How it works…
Combination chart
about /
Creating a Combination chart
creating /
Creating a Combination chart
,
Getting ready
working with /
How it works…
context filters
about /
Creating and using context filters
,
How it works…
creating /
Creating and using context filters
,
How to do it…
using /
Creating and using context filters
,
How to do it…
working /
How it works…
Continuous fields
about /
How it works…
cross-database Joins
about /
Understanding Multiple Table Join across databases
Crosstabs
about /
Creating a Text table
custom hierarchy
creating /
Creating a custom hierarchy
,
How to do it…
working /
How it works…
Custom SQL Query
used, for fetching data /
Using Custom SQL Query to fetch data
,
How to do it…
working /
How it works…
reference /
How it works…
Custom Territories /
How it works…
D
dashboard objects
Horizontal object /
How it works…
Vertical object /
How it works…
Text object /
How it works…
Image object /
How it works…
Web Page object /
How it works…
Blank object /
How it works…
data
sorting /
Sorting our data
,
How to do it…
,
How it works…
grouping /
Grouping our data
,
How to do it…
,
How it works…
fetching, Custom SQL Query used /
Using Custom SQL Query to fetch data
,
How to do it…
Data Blending functionality
about /
Understanding Data Blending
exploring /
Understanding Data Blending
,
How to do it…
,
How it works…
working /
How it works…
reference /
How it works…
data source
My Tableau Repository, connecting to /
Introduction to My Tableau Repository and connecting to the sample data source
,
Getting ready
,
How to do it...
,
How it works...
references /
Getting ready
date calculations
about /
Creating date calculations
creating /
Creating date calculations
,
How to do it…
working /
How it works…
Date functions
reference /
How it works…
descriptive fields
about /
How it works...
Discrete fields
about /
How it works…
discrete qualitative data
about /
How it works...
Double-click approach /
How to do it…
drag and drop approach /
How to do it…
Dual axes chart
about /
Creating a Dual axes chart
creating /
Creating a Dual axes chart
,
How to do it…
working with /
How it works…
E
Employee Master
working /
Understanding Multiple Table Join within a single database
Excel files
reference link /
How it works...
EXCLUDE LOD
about /
Understanding EXCLUDE LOD
using /
Understanding EXCLUDE LOD
working /
How it works…
reference /
How it works…
F
filter action
using /
Using the filter action
,
How to do it…
working /
How it works…
reference /
How it works…
filters
creating /
Creating and using filters
using /
Creating and using filters
,
Getting ready
,
How to do it…
working /
How it works…
Local filters /
How it works…
FIXED LOD
about /
Understanding FIXED LOD
using /
Understanding FIXED LOD
,
How to do it…
working /
How it works…
reference /
How it works…
forecasting functionality
about /
Understanding and using the forecasting functionality
enabling /
Getting ready
using /
How to do it…
working /
How it works…
reference /
How it works…
G
Gantt chart
about /
Creating a Gantt chart
creating /
Creating a Gantt chart
,
How to do it…
working /
How it works…
Global filter /
How it works…
Green pill
about /
How it works…
reference /
How it works…
Group
creating /
Getting ready
Grouping feature
about /
Grouping our data
H
Heat map
creating /
Creating a Heat map
,
How to do it…
working /
How it works…
highlight action
about /
Using the highlight action
using /
Using the highlight action
,
How to do it…
working /
How it works…
reference /
How it works…
Highlight table
creating /
Creating a Highlight table
,
Getting ready
,
How to do it…
working /
How it works…
Histogram
about /
Creating bins to bucket our data
I
in-memory data
reference link /
How it works...
INCLUDE LOD
about /
Understanding INCLUDE LOD
using /
Understanding INCLUDE LOD
,
How to do it…
working /
How it works…
reference /
How it works…
Individual axes chart
creating /
Creating an Individual axes chart
,
How to do it…
about /
How to do it…
working with /
How it works…
Inner Join
about /
How to do it…
Interquartile Range (IQR) /
Creating a Box and Whisker plot
intersecting icon
about /
How to do it…
J
Joins
types /
How it works…
L
Labels
using /
Using and formatting labels and annotations
,
How to do it…
,
How it works…
formatting /
Using and formatting labels and annotations
,
How to do it…
,
How it works…
Left Join
about /
How to do it…
legacy connection /
How it works...
Level of Detail (LOD) calculations
about /
Understanding Level of Detail (LOD) Calculations
using /
Understanding Level of Detail (LOD) Calculations
,
How to do it…
working /
How it works…
Line chart
creating /
Creating a Line chart
,
How to do it…
working /
How it works…
Line mark type
about /
Creating a Line chart
Live data
reference link /
How it works...
Local filter /
How it works…
Logical functions
reference /
How it works…
logic calculations
about /
Creating logic calculations
creating /
Creating logic calculations
,
How to do it…
working /
How it works…
M
Manual approach
about /
Introduction
Mapbox Maps /
How it works…
maps
creating /
Creating Maps
,
How to do it…
Online map /
Creating Maps
Offline map /
Creating Maps
Symbol map /
How to do it…
Filled map /
How to do it…
working with /
How it works…
Metadata
about /
How it works...
Multiple Table Join, across databases
about /
Understanding Multiple Table Join across databases
,
Getting ready
,
How to do it…
working /
How it works…
Multiple Table Joins
about /
Understanding Multiple Table Join within a single database
Multiple Table Joins, within single database
about /
Understanding Multiple Table Join within a single database
,
How to do it…
working /
How it works…
multiple visualizations
combining, into dashboard /
Combining multiple visualizations into a dashboard
,
Getting ready
,
How to do it…
,
There's more...
working with, on dashboard /
How it works…
,
There's more...
My Tableau Repository
about /
Introduction to My Tableau Repository and connecting to the sample data source
connecting, to data source /
Introduction to My Tableau Repository and connecting to the sample data source
,
Getting ready
,
How to do it...
,
How it works...
N
numeric values
about /
How it works...
O
Operators
reference /
How it works…
outliers
about /
How it works…
P
Packed bubble chart
about /
Creating a Packed Bubble chart
creating /
Creating a Packed Bubble chart
working /
How it works…
parameters
about /
Understanding how to create and use Parameters
creating /
Getting ready
,
How to do it…
using /
Getting ready
,
How to do it…
working /
How it works…
references /
How it works…
PEMDAS /
Creating arithmetic calculations
Pie chart
about /
Creating a Pie chart
creating /
Creating a Pie chart
,
How to do it…
working /
How it works…
Pie mark type /
Creating a Pie chart
Plan versus Performance analysis
about /
There's more…
Q
Quick
about /
How it works…
R
Reference Lines
about /
There's more…
reference lines
about /
Understanding and using reference lines – the bullet chart
using /
Getting ready
,
How to do it…
working /
How it works…
reference /
How it works…
S
Scatter plot
about /
Creating a Scatter plot
creating /
Getting ready
,
How to do it…
working with /
How it works…
Sets
about /
Creating and using sets
using /
Creating and using sets
,
How to do it…
creating /
Getting ready
,
How to do it…
working /
How it works…
using, in calculations /
Using sets in calculations
,
How to do it…
,
How it works…
Show Me!
about /
Understanding Show Me!
,
How to do it…
working /
How it works…
Side by Side Bar chart
about /
Creating a Side by Side Bar chart
creating /
Getting ready
,
How to do it…
working with /
How it works…
Stacked Bar chart
about /
Creating a Stacked Bar chart
creating /
Creating a Stacked Bar chart
,
How to do it…
working /
How it works…
story points
about /
Understanding and using story points
,
How to do it…
,
How it works…
using /
Understanding and using story points
,
Getting ready
,
How to do it…
,
How it works…
reference link /
How it works…
string calculations
creating /
Creating string calculations
,
How to do it…
working /
How it works…
String functions
reference /
How it works…
T
Tableau
reference link, for formatting /
How it works…
Tableau Data Extract
about /
Working with Tableau Extracts
Tableau Desktop
about /
Starting with Tableau Desktop
,
Getting ready
,
How it works...
Tableau Desktop Professional Edition Version 10.1 /
Starting with Tableau Desktop
,
Getting ready
Tableau Extracts
working with /
Working with Tableau Extracts
,
How it works…
creating /
Getting ready
,
How to do it…
reference /
How it works…
Tableau Online
work, publishing /
Publishing our work to Tableau Server or Tableau Online
,
How to do it…
,
How it works…
Tableau Server
work, publishing /
Publishing our work to Tableau Server or Tableau Online
,
How to do it…
,
How it works…
references /
How it works…
Tableau Workbook
saving /
Saving a Tableau workbook
,
How to do it...
about /
How to do it...
work, saving /
Saving our work as a packaged workbook
,
How to do it…
,
How it works…
reference link /
How it works…
formatting /
Formatting across our entire workbook
,
How to do it…
,
How it works…
formatting, within worksheet /
Formatting within a worksheet
,
How to do it…
,
How it works…
Tableau Workspace
about /
Building our first visualization and understanding the Tableau workspace
,
How to do it...
,
How it works...
visualization, building /
Building our first visualization and understanding the Tableau workspace
,
How to do it...
,
How it works...
name /
How it works...
start page /
How it works...
toolbar /
How it works...
side bar /
How it works...
table calculations
about /
Understanding Table Calculations
,
How to do it…
example /
Understanding Table Calculations
working /
How it works…
Tag cloud
about /
Creating a word cloud
Target Highlighting
about /
How it works…
Text table
creating /
Creating a Text table
,
Getting ready
,
How to do it…
,
How it works…
Titles
formatting /
Using and formatting titles and captions
,
How to do it…
,
How it works…
using /
Using and formatting titles and captions
,
How to do it…
,
How it works…
Treemap
about /
Creating a Treemap
creating /
Getting ready
,
How to do it…
working /
How it works…
trend lines
about /
Understanding how to create and use trend lines
using /
Understanding how to create and use trend lines
generating /
Understanding how to create and use trend lines
,
How to do it…
working /
How it works…
reference /
Understanding and using the forecasting functionality
types, Joins
Inner Join /
How it works…
Left Join /
How it works…
Right Join /
How it works…
Full Join /
How it works…
U
Union functionality
about /
Understanding and using Unions
,
Getting ready
,
How to do it…
working /
How it works…
reference /
How it works…
URL action
using /
Using the URL action
,
Getting ready
,
How to do it…
working /
How it works…
reference /
How it works…
V
views
building manually /
Building views manually
,
How to do it…
,
How it works…
building automatically /
Building views automatically
,
How it works…
Viz of the week
about /
How it works...
W
Web Map Servers (WMS) /
How it works…
Word cloud
about /
Creating a word cloud
creating /
Getting ready
working /
How it works…
workbook
about /
How it works...
World Indicators.tde
URL /
Getting ready
X
X axis
about /
How it works…
XY axis Scatter Plot
creating /
Using Background images
Add Highlight
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