Innovative Tableau: 100 More Tips, Tutorials, and Strategies
- Length: 780 pages
- Edition: 1
- Language: English
- Publisher: O'Reilly Media
- Publication Date: 2020-05-26
- ISBN-10: 1492075655
- ISBN-13: 9781492075653
- Sales Rank: #781662 (See Top 100 Books)
Level up with Tableau to build eye-catching, easy-to-interpret data visualizations. In this follow-up guide to Practical Tableau, author Ryan Sleeper takes you through a collection of unique tips and tutorials for using this popular software. Beginning to advanced Tableau users will learn how to go beyond Show Me to make better charts and learn dozens of tricks to improve both the author and user experience.
Featuring many approaches he developed himself, Ryan shows you how to create charts that empower Tableau users to explore, understand, and derive value from their data. He also shares many of his favorite tricks that enabled him to become a Tableau Zen Master, Tableau Public Visualization of the Year author, and Tableau Global Iron Viz Champion.
- Learn what’s new in Tableau since Practical Tableau was released
- Examine unique new charts—timelines, custom gauges, and leapfrog charts—plus innovations to traditional charts such as highlight tables, scatter plots, and maps
- Get tips that can help make a Tableau developer’s life easier
- Understand what developers can do to make users’ lives easier
Cover Copyright Table of Contents Preface This Book’s Purpose This Book’s Audience This Book’s Structure Conventions Used in This Book O’Reilly Online Learning How to Contact Us Acknowledgments Part I. Introduction/What’s New Chapter 1. How to Learn Tableau Read Introducing Playfair Data TV Jump into the Community Attend a Live Training Practice with Tableau Public Chapter 2. Parameter Actions How to Use Tableau Parameter Actions Chapter 3. Set Actions How to Use Tableau Set Actions Chapter 4. Button Dashboard Object How to Use the Button Dashboard Object in Tableau Chapter 5. Transparent Sheets How to Make Worksheet Backgrounds Transparent How to Make Map Backgrounds Transparent Chapter 6. Show/Hide Button on Layout Containers How to Toggle Layout Containers On and Off Chapter 7. New Mapping Capabilities Chapter 8. Explain Data Chapter 9. Viz in Tooltip How to Add a Visualization to a Tooltip Chapter 10. Tableau Extensions Part II. More Chart Types Chapter 11. Chart Types Introduction: Going Beyond Show Me Going Beyond Show Me with the Authoring Interface Canvas and Chart Type Categories Chapter 12. The Data-Ink Ratio and How to Apply It in Tableau Ideas for Improving the Data-Ink Ratio of Tableau Visualizations Step 1: Erase Non-Data Ink Step 2: Erase Redundant Data Ink Step 3: Revise and Edit Chapter 13. 3 Ways to Make Charming Crosstabs: Tip 1 How to Make Flexible Text Tables with Limitless Columns Chapter 14. 3 Ways to Make Charming Crosstabs: Tip 2 How to Make Custom Tableau Table Headers Chapter 15. 3 Ways to Make Charming Crosstabs: Tip 3 How to Align Text with Precision Chapter 16. 3 Ways to Make Handsome Highlight Tables: Tip 1 How to Make a Highlight Table in Tableau How to Format Marks for a Highlight Table Chapter 17. 3 Ways to Make Handsome Highlight Tables: Tip 2 Use Colors in Moderation Chapter 18. 3 Ways to Make Handsome Highlight Tables: Tip 3 Color Cells Based on a Discrete Segmentation Chapter 19. 3 Ways to Use Dual-Axis Combination Charts: Tip 1 Two Ways to Make Dual-Axis Combo Charts Chapter 20. 3 Ways to Use Dual-Axis Combination Charts: Tip 2 Use a Dual-Axis Combination Chart to Make Your User Part of the Story Chapter 21. 3 Ways to Use Dual-Axis Combination Charts: Tip 3 Improving the Design of a Line Graph Chapter 22. 3 Ways to Make Stunning Scatter Plots: Tip 1 How to Make a Scatter Plot in Tableau A Formatting Trick for Better Mark Borders Chapter 23. 3 Ways to Make Stunning Scatter Plots: Tip 2 How to Automate Scatter Plot Segmentation Chapter 24. 3 Ways to Make Stunning Scatter Plots: Tip 3 How to Make Connected Scatter Plots Chapter 25. 3 Ways to Make Splendid Slope Graphs: Tip 1 How to Make Slope Graphs in Tableau How to Make Slope Graphs Dynamic Based on a Date Range Filter Chapter 26. 3 Ways to Make Splendid Slope Graphs: Tip 2 How to Add a Slope Graph/Line Graph Toggle Chapter 27. 3 Ways to Make Splendid Slope Graphs: Tip 3 How to Add Vertical Lines to Connect Slope Graphs Chapter 28. 3 Ways to Make Magnificent Maps: Tip 1 How to Make Hub-and-Spoke Maps in Tableau Chapter 29. 3 Ways to Make Magnificent Maps: Tip 2 How to Make Maps with Custom Territories Chapter 30. 3 Ways to Make Magnificent Maps: Tip 3 Combine Generated and Custom Lat-Long Coordinates Chapter 31. How to Make a Custom Geographic Map How to Map a Background Image to Create a Custom Geographic Map in Tableau Chapter 32. How to Make Trellis/Tile/Small Multiple Maps How to Make Trellis Maps with Automated Grids How to Make Trellis Maps with Manual Grids A Creative Hack for Adding a Label for Each Cell in a Grid of Maps Chapter 33. How to Make a Timeline How to Create a Timeline of Key Events in Tableau How to Display a Reference Line for the Current Date Chapter 34. How to Make a Diverging Bar Chart How to Make Positive Values Diverge Left Making a Diverging Bar Chart on a Single Sheet Chapter 35. How to Make Marginal Histograms How to Add Histograms to the Margins of Scatter Plots How to Make Marginal Bar Charts in Tableau Chapter 36. How to Make Unit Histograms/Wilkinson Dot Plots How to Stack Marks to Create Unit Histograms in Tableau Chapter 37. How to Make a Dual-Axis Waterfall Chart How to Use Running Total to Create a Waterfall Chart in Tableau Chapter 38. How to Make Performance Indicator Titles How to Directly Communicate Performance in Chart Titles Chapter 39. How to Create Performance Indicator Titles with Comparison Score How to Create a Current Versus Comparison Index Callout in Tableau An Alternative Current Versus Comparison Index Callout in Tableau Chapter 40. How to Highlight a Dimension Member on a Minimalist Dot Plot How to Make a Minimalist Dot Plot in Tableau How to Highlight a Dimension Member Throughout Dot Plots Chapter 41. 3 Ways to Make Gorgeous Gauges: Tip 1 How to Make Rounded Gauges Chapter 42. 3 Ways to Make Gorgeous Gauges: Tip 2 How to Make Gauges with a Custom Background Image How to Customize Tableau Gauges Using Images Chapter 43. 3 Ways to Make Gorgeous Gauges: Tip 3 How to Make a Stock Ticker Gauge How to Use Gantt Marks and Alt Code Characters to Create Gauges Chapter 44. How to Make Ranged Dot Plots in Tableau How to Make a Dot Plot with a Performance Range for Each Dimension Member Chapter 45. Introducing Leapfrog Charts in Tableau How to Combine Dot Plots, Gantt Marks, and Table Calculations to Create Leapfrog Charts Chapter 46. How to Let Users Choose Between Chart Types How to Change Charts Using a Parameter Control How to Change Chart Selections with Layout Containers Part III. Author Experience Chapter 47. 3 Innovative Ways to Use Text: Tip 1 How to Install Custom Fonts Chapter 48. 3 Innovative Ways to Use Text: Tip 2 How to Conditionally Format Text Chapter 49. 3 Innovative Ways to Use Text: Tip 3 Format Text Tables Like Finance Reports Chapter 50. How to Deduplicate Joined Rows The Challenge of Working with Joined Data Sources in Tableau How to Deduplicate Joined Rows Using Tableau’s LOD Expressions How to Deduplicate Using a Row ID Field How to Deduplicate Using LODs with More Than One Dimension Chapter 51. How to Pass Parameters and Filters Between Workbooks How to Pass Fields Between Workbooks Using Query Strings Chapter 52. 3 Innovative Ways to Use Dates: Tip 1 How to Equalize Dates Using the MAKEDATE Function The Challenge of Not Having a Month + Day Date Part in Tableau Equalizing Year-Over-Year Dates on the Same Axis Using the MAKEDATE Function Chapter 53. 3 Innovative Ways to Use Dates: Tip 2 How to Normalize Current Dates and Prior Dates on One Axis How to Equalize a Selected Date Range with a Prior Date Range on One Axis in Tableau Chapter 54. 3 Innovative Ways to Use Dates: Tip 3 How to Make Better Relative Date Filters How to Create Flexible and User-Friendly Relative Date Filters in Tableau How to Allow Users to Select the Relative Date Range Combine This Relative Date Filtering with Parameter Actions for a Better User Experience More Ways to Use These Better Relative Date Filters Chapter 55. 3 Innovative Ways to Use Tooltips: Tip 1 How to Add an Image to a Tooltip How to Add Image Branding with the Viz in Tooltip Feature Chapter 56. 3 Innovative Ways to Use Tooltips: Tip 2 How to Add a Tooltip to a Dimension How to Display Definitions in Tooltips of Discrete Dimensions Chapter 57. 3 Innovative Ways to Use Tooltips: Tip 3 How to Make Dynamic Tooltips How to Automatically Display Varying Information Within Tooltips Chapter 58. How to Use INDEX() for Easier Top N Filters How to Create More Predictable, Flexible Top N Filters Chapter 59. How to Dynamically Display the Top N Versus Other How to Group the Top N and Everything Else with Parameters and Sets Chapter 60. 3 Ways to Use the Describe Feature Using Describe to Save Processing Time A Method of Reverse-Engineering Calculated Field Writing Chapter 61. 3 Ways to Use Tableau in the Flow How to Reverse-Engineer Table Calculations How to Update Calculations on the Fly How to Save Updated Calculations for Future Use Chapter 62. How to Make a Signature Line with Data Status Alert How to Automatically Detect Whether Data Is Up-to-Date Chapter 63. How to Improve Your Dashboard Design with White Space What Is White Space in Data Visualization? Sketch Out the Dashboard Dimensions in Advance Take Advantage of the Padding Options on the Layout Pane Use a Blank Dashboard Object Chapter 64. How to Display Varying Decimal Places Using Tableau’s ROUND and IIF Functions to Display Varying Decimal Places How to Display Two (or Three) Number Formats for the Same Measure in Tableau Chapter 65. How to Dynamically Change Number Units Between K/M/B How to Automatically Change Display Units for Thousands, Millions, and Billions in Tableau Chapter 66. 3 More Innovative Ways to Use Dates: Tip 1 How to Compare the Last Two Full Days, Weeks, Months How to Isolate the Last Two Complete Date Periods Other Ideas for Comparing the Last Two Complete Date Periods in Tableau Chapter 67. 3 More Innovative Ways to Use Dates: Tip 2 How to Compare the Last Two Partial Weeks, Months, Quarters, or Years Chapter 68. 3 More Innovative Ways to Use Dates: Tip 3 How to Automatically Change Date Granularity Based on Days in Range Chapter 69. 3 Innovative Ways to Use Parameter Actions: Tip 1 How to Highlight Dimension Members Using Parameter Selections Chapter 70. 3 Innovative Ways to Use Parameter Actions: Tip 2 Using Parameter Actions to Change Date Parts with the Click of a Button Chapter 71. 3 Innovative Ways to Use Parameter Actions: Tip 3 Using Parameter Actions to Use Measure Names in Calculated Fields Part IV. User Experience Chapter 72. How to Create a Custom Top Navigation Eight Characteristics of Successful User Interfaces How to Create a Custom Top Navigation with Button Objects Chapter 73. How to Make an Alert-Style Splash Page with Cross-Dashboard Filters Chapter 74. How to Make an Intro-Style Dashboard with Cross-Dashboard Navigation Don’t Bury the Workbook Lead Introduction-Style Dashboard Alternative: The Welcome Mat Chapter 75. How to Add a Cross-Workbook Menu How to Navigate Users Between Tableau Workbooks Chapter 76. How to Show Top 10 Lists in Tooltips Displaying Top N Lists Using the Viz in Tooltip Feature Chapter 77. How to Color the Highest and Lowest Points on a Highlight Table How to Use Table Calculations to Automatically Answer Business Questions Chapter 78. How to Automatically Highlight the Latest Trends Chapter 79. How to Do Anomaly Detection Using Table Calculations to Do Statistical Anomaly Detection in Tableau Chapter 80. How to Highlight Data Points in a Custom Date Range Chapter 81. How to Add a Date Period Notification to a Dashboard Chapter 82. How to Turn Data Normalization On and Off How to Toggle Between Actual and Normalized Data Chapter 83. How to Add a Filter(s) in Use Alert to a Dashboard How to Use Level of Detail Expressions to Know When a Dataset Is Being Filtered Chapter 84. How to Add Custom Integrated Insights to a Dashboard How to Add Actionable Insights and Recommendations with Parameters Chapter 85. How to Make Automated Insights in Tableau An Example of Automatic Insights in Tableau How to Concatenate Strings or Text Fields in Tableau Using LODs to Create an Automatic Insight to Compare Against a Benchmark Chapter 86. How to Make Color-Coded Navigation Using Dashboard Actions How to Convert a Highlight Table into a Navigation + Color Legend Chapter 87. How to Make a Parameterized Scatter Plot How to Let Your Audience Build Their Own Scatter Plot in Tableau Chapter 88. How to Make a Global Filters Tab How to Clean Up Dashboards by Moving Filters to Their Own Worksheet Chapter 89. How to Make Indicators with Custom Shape Palettes How to Create an Engaging, Explanatory View by Using Custom Shapes Add Value with Tableau’s Viz in Tooltip Feature and/or Dashboard Actions Chapter 90. How to Make a Timeline When Events Overlap How to Make a Jittered Timeline in Tableau How to Make an Axis Range for a Tableau Timeline Chapter 91. How to Change Sort Order with Buttons in Tableau How to Simultaneously Change the Sort Order Across Multiple Sheets Chapter 92. 3 Innovative Ways to Use Transparent Sheets: Tip 1 Add Context to Callout Numbers Chapter 93. 3 Innovative Ways to Use Transparent Sheets: Tip 2 Add Context to Line Graphs by Adding a Timeline of Key Events Chapter 94. 3 Innovative Ways to Use Transparent Sheets: Tip 3 Add Context to Scatter Plots by Coloring Quadrants Chapter 95. 3 Innovative Ways to Use Set Actions: Tip 1 How to Do Button Swapping in Tableau Chapter 96. 3 Innovative Ways to Use Set Actions: Tip 2 How to Drill into a Single Row Chapter 97. 3 Innovative Ways to Use Set Actions: Tip 3 How to Create Persistent Comparison Sets How to Create Segments on the Fly with Set Actions Chapter 98. 3 Innovative Ways to Integrate Other Products: Tip 1 How to Complement Dashboard Design with Third-Party Design Elements Chapter 99. 3 Innovative Ways to Integrate Other Products: Tip 2 3 Ways to Use Google with Dashboard Actions How to Add a URL Dashboard Action to a Tableau Dashboard Ways to Integrate Google with Tableau URL Actions Chapter 100. 3 Innovative Ways to Integrate Other Products: Tip 3 How to Make a Commenting System with Google Forms Integration Chapter 201 Index About the Author Colophon
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