Index
A
actions
filter actions 242, 243, 244, 245
Go to Sheet actions 248
highlight actions 246
set actions 249, 250, 251, 252, 253
working 241
ad hoc calculation 171
ad hoc custom territories 355, 356
advanced visualizations
using 305
with slope and bump charts 306, 307
aggregate calculations 118, 127
versus row-level calculations 131, 132, 133
example 458, 459, 460, 461, 462
aggregations, Tableau Prep Builder 490, 491, 492
AI, with Einstein
using, in Tableau 399
AI, with Einstein Discovery 391
datasets 392
alias 434
Alteryx 53
Analytics Extensions API 384
animated visualizations 318
animation
analysis, enhancing with 318, 319
data storytelling, enhancing with 319, 320, 321
area charts 99
Ask Data 522
ask data lens 522
B
background images
data, plotting on 364, 365, 366, 367
categories of interest, highlighting 82, 83
experimenting with 14
iterations, for deeper analysis 12
variations 74
bar-in-bar chart 79
bins 109
blends
usage guidelines 436
box and whisker plots 106
brushing 476
BUFFER() function
C
Calculated Field 118
calculated level of detail 150
calculations 118
aggregate calculations 118, 127
data types 121
level of detail calculations 118
performance considerations 146, 147
row-level calculations 118, 123
table calculations 118
calculations, interface
aggregate 120
calculated field name 120
code editor 120
date 120
functions list 120
indicator 120
logical 120
number 120
Pass Through 120
spatial 121
string 120
table calculation 120
Type Conversion 120
user 120
Cartesian product 456
circle charts 103
cloud
data, connecting 46, 47, 48, 49
clustering 290, 291, 292, 293, 294, 295
color legend
connection 40
continuous (green) fields
controls
displaying 334
hiding 334
Create Parameter interface
features 136
cross-data source filtering 68
cross join 456
custom date formatting 207, 208
custom number formatting 205, 207
custom table calculations 182
lookup and previous value functions 183, 184, 185
running functions 185
script functions 187
window functions 186
custom territories
ad hoc custom territories 355, 356
creating 355
field-defined custom territories 357, 358
D
actions, implementing 234, 235, 236
considerations 28
context filtering 237, 238, 239
device preview, designing 239, 240, 241
displays, designing 239, 240, 241
framework, creating 232, 233, 234
objectives 224
practical example 229
regional scorecard dashboard 253, 254, 255, 256, 257, 258
views, building 229, 230, 231, 232
dashboard approaches 225
exploratory 225
guided analysis 225
narrative 225
scorecard/status snapshot 225
dashboard designing, Tableau 225
floating objects, using 227
objects, manipulating 228
tiled objects, using 227
dashboard extension
code 379
creating 377
environment, setting up 378
files 379
HTML file 380
using 371, 372, 373, 374, 375, 376, 377
data
connecting, in cloud 46, 47, 48, 49
connecting, in file 41, 42, 43
connecting, on server 44, 45, 46
connecting, shortcuts 49
connecting to 40
plotting, on background images 364, 365, 366
structuring, for Tableau 437, 438, 439
data densification 455
data flow 469
data highlighters 247
data level of detail 149
data model
behaviors 415, 416, 417, 418, 419
exploring 409
usage guidelines 435
using 413
data problems, advanced fixes
custom SQL 463
data blending 463
data model 463
data scaffolding 463
table calculations 463
data sampling 475
dataset
data source 40
data source metadata
Data Source screen 409
data story
guidelines 224
data storytelling
enhancing, with animation 319, 320
data types, calculations 121
boolean 121
date 121
date and time 121
number (decimal) 121
number (whole) 121
spatial 121
string 121
data visualization 10
bar charts 10
geographic visualizations 19, 20
line charts 15
date
exact date 87
visualizing 84
DATEDIFF() function 139
dates
date value 87
dimensions 7
dimension tables 443
discrete (blue) fields
discrete fields 8
DISTANCE() function
visualizing 102
dual-axis map 354
dumbbell chart 312
E
Einstein analytics extension
Einstein dashboard extension
Einstein Discovery 384
Einstein Discovery story
creating 393, 394, 395, 397, 398, 399
exact date 87
exclude level of detail calculations 152
average credit score per loan type 163, 164, 165
examples 163
Explain Data 286, 287, 288, 289, 290
exponential trend 278
Extracted Dataset 69
extracts
portability and security 58
F
fact tables 443
field-defined custom territories 357, 358
field-level formatting 204, 205
custom date formatting 207, 208
custom number formatting 205, 207
file
data, connecting to 41, 42, 43
filter action 242
creating 242
fixed level of detail calculations 151
examples 154
latest balance, for member 157, 158, 159
members, flagging based on historical values 155, 156, 157
fixed table calculation 173
flow 469
flow pane, Tableau Prep
forecasting 298, 299, 300, 301, 302, 303
foreign key 444
format level
dashboard level 199
data source level 199
locale level 199
story level 199
workbook level 199
worksheet level 199
formatting
additional formatting options 200, 213, 214
field-level formatting 200, 204, 205
leveraging 198
null formatting 208, 210, 211, 212
rich-text formatting 200
sheet formatting 199
workbook-level formatting 200
worksheet-level formatting 201, 202, 204
foundations, for building visualizations
full outer join 420
functions 122
fundamental table calculation concepts 172
partitioning 178, 179, 180, 181
relative, versus fixed 172, 173
G
Gantt charts 89
geographic visualizations 19, 20
geospatial data
definitions, importing 347
using 345
Git 378
Go to Sheet actions 248
H
highlight actions 246
highlighters 247
histograms 107
I
Image Map Filter extension 371
include level of detail calculations 152
alternative approaches 162
average loans per member 160, 161, 162
examples 160
Index() function 175
inner join 419
inner joins 444
Interquartile Range (IQR) 106
J
join 419
considerations 425
cross-database joins 427
join calculation, using 426
tables, joining 422, 423, 424, 425
types 419
usage guidelines 436
join calculation 456
join culling 444
example 454, 455, 456, 457, 458
join types
full outer 420
inner 419
left 419
right 420
K
k-means clustering 290
L
left join 419
level of detail
calculated level of detail 150
data level of detail 149
overview 149
view level of detail 149
level of detail calculations 118
level of detail calculations (LOD calcs) 149, 151
exclude level of detail 152
fixed level of detail 151
include level of detail 152
syntax 151
types 151
level of detail calculations, Tableau Prep Builder 488, 489, 490
Level of Detail (LOD) calculations 461
Level of Detail (LOD) expressions 351, 418
linear trend 276
line charts 15
iterations, for deeper analysis 17, 18, 19
time series 15
live connections 444
logarithmic trend 277
logical layer, data model 412, 413
M
MAKELINE() function
MAKEPOINT() function
map layers 358, 359, 360, 361, 362
maps
layers, customizing 341, 342, 344
options, customizing 344
overview 340
rendering, with Tableau 340, 341
Marimekko chart 315
measures 6
metadata 49
multiple axes
visualizing, to different measures 112
N
Natural Language Processing (NLP) 522
nested calculations 127
nesting 127
Node.js 378
non-Cartesian chart types 99
noodle 411
npm 378
null formatting 208, 210, 211, 212
O
Online Analytical Processing (OLAP) 2, 41, 301
Online Transactional Processing (OLTP) 57
operators 122
P
pane (across) 176
pane (across then down) 177
pane (down) 177
parameters 133
creating 134
functionalities 134
parameters, Tableau Prep Builder
physical layer, data model 412, 413
example 101
pivots 445
example 445, 447, 448, 449, 450
polynomial trend 280
power trend 279
practical examples, parameters in calculations 137
business requirements, meeting 143
data issues, fixing 137, 138, 139
user analysis, enhancing 140, 141, 142, 143
user experience, enhancing 140, 141, 142, 143
user visualizations, enhancing 140, 141, 142, 143
presentation 507
Presentation mode 508
proportional brushing 250
Python script
using, in Tableau 387, 388, 389, 390, 391
Q
quick table calculations 170, 171, 172
R
relationship 411
relative table calculation 172
right join 420
row-level calculations 118, 123
conditional logic 124, 125, 126
planning, for data variations 127
strings, concatenating 123, 124
strings manipulation 124, 125, 126
versus aggregate calculations 131, 132, 133
row-level calculations, Tableau Prep Builder 486, 487
RServe 384
R-Squared 281
S
sample dataset
using 408
scatterplot 112
scope and direction
defining, for table calculation 174, 175
server
data, connecting on 44, 45, 46
set 60
set actions 249, 250, 251, 252
sheet swapping 329
principles 329
using, to modify views on dashboard 329, 330, 332, 333, 334
Show/Hide buttons 323
Show Me 25
features 26
slope chart 306
with slope and bump charts 306, 308
spatial functions
AREA() 349
spatial objects
stacked bar chart 13
stacked bars 92
statistical model details
stories feature 258
example 258, 259, 260, 261, 262, 263, 265
Story interface 260
surrogate key 444
T
table (across) 175
table (across then down) 176
Tableau 1
actions 241
dashboards, designing 225
data, structuring 437, 438, 439
maps 340
Python script, using 387, 388, 389, 390, 391
Tableau analytics extensions 384
Python script example 385
Tableau Cloud
additional distribution options 524
users, sharing with 514
Tableau Dashboard Extension 369, 370
Tableau Dashboard Extensions API 370
Tableau Desktop
users, sharing with 513
Tableau Exchange 372
Tableau Extensions API SDK 378
Tableau Hyper API 40
Tableau mapping
Tableau Mobile app 521
implementing 36, 37, 38, 39, 40
Order of Operations 68, 69, 70
Tableau Prep 53
batch mode 471
data cleaning 481, 482, 483, 484, 486
data, cleaning 479
data, connecting 472, 473, 474, 475, 476, 477, 478
data grouping 481, 482, 483, 484, 486
data transformation, for analysis 494, 495, 496, 497, 498, 499, 500, 501, 503
design mode 471
download link 466
execution mode 471
exploring 466
fundamental paradigm 469
level of detail calculations 488, 489, 490
mismatched fields, merging 479, 480
mismatched fields, unioning 479, 480
options, for automating flow 506
parameters, using 503, 504, 505
row-level calculations 486, 487
Tableau Prep Conductor 465, 506
Tableau Public
publishing to 516
users, sharing with 514
Tableau Reader 514
users, sharing with 514
Tableau Server
additional distribution options 524
interacting with 521
users, sharing with 514
table calculation filtering (late filtering) 190
creating 169
custom table calculations 182
editing 169
fundamental concepts 172
overview 168
quick table calculations 170, 171
table calculations, practical examples 189
dynamic titles with totals 191, 192
table calculation filtering (late filtering) 193, 194
year over year growth of sales 189, 190, 191
table (down) 176
TabPy 384
versus wide data 440, 441, 442
techniques, for data filtering
custom SQL filters 63
data source filters 63
extract filters 63
time
visualizing 84
time series 15
visualizations, embedding 220, 221
transformations
aggregation 458, 459, 460, 461, 462
aggregations 445
joins 445, 454, 455, 456, 457, 458
pivots 445, 447, 448, 449, 450
trend models 276
exponential trend 278
linear trend 276
logarithmic trend 277
polynomial trend 280
power trend 279
statistical model details, exporting 283, 284, 286
trend lines, customizing 272, 273, 274, 276
two-pass total technique 461
U
unit chart 313
Universal Naming Convention (UNC) path 514
V
values
comparing 72
view level of detail 13, 149, 150
views, on dashboard
modifying, with sheet swapping 329, 330, 332, 333, 334
visible fields 55
visualizations
W
waterfall chart 308
features 308
techniques 308
web data connector 40
Web Data Connector (WDC) 437
wide data 439
versus tall data 440, 441, 442
workbook-level formatting 200
Workbook Optimizer
using 520