Learning Tableau 2022: Create effective data visualizations, build interactive visual analytics, and improve your data storytelling capabilities, 5th Edition
- Length: 566 pages
- Edition: 5
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2022-08-26
- ISBN-10: 1801072329
- ISBN-13: 9781801072328
- Sales Rank: #68039 (See Top 100 Books)
Now in color, this edition of Learning Tableau will empower you to bring data to life and make better business decisions
Key Features
- Learn the basics of data analysis, from snappy visualizations to comprehensive dashboards
- Gain meaningful insights with geospatial analysis, scripting extensions, and other advanced methods
- Explore the latest Tableau 2022 features, including Einstein Discovery and Explain Data
Book Description
Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features.
This new edition is updated with Tableau’s latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau.
After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data.
You’ll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau’s Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder’s ability to efficiently clean and structure data.
By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data.
What you will learn
- Develop stunning visualizations to explain complex data with clarity
- Build interactive dashboards to drive actionable user insights
- Explore Data Model capabilities and interlink data from various sources
- Create and use calculations to solve problems and enrich your analytics
- Enable smart decision-making with data clustering, distribution, and forecasting
- Extend Tableau’s native functionality with extensions, scripts, and AI through CRM Analytics (formerly Einstein Analytics)
- Leverage Tableau Prep Builder’s amazing capabilities for data cleaning and structuring
- Share your data stories to build a culture of trust and action
Who this book is for
This Tableau book is for aspiring BI developers and data analysts, data scientists, researchers, and anyone else who wants to gain a deeper understanding of data through Tableau. This book starts from the ground up, so you won’t need any prior experience with Tableau before you dive in, but a full Tableau license (or 14-day demo license) is essential to be able to make use of all the exercises.
Preface Who this book is for What this book covers To get the most out of this book Get in touch Taking Off with Tableau Foundations for building visualizations Measures and dimensions Discrete and continuous fields Discrete fields Continuous fields Visualizing data Bar charts Line charts Iterations of line charts for deeper analysis Geographic visualizations Filled maps Symbol maps Density maps Using Show Me Putting everything together in a dashboard The dashboard interface Building your dashboard Summary Connecting to Data in Tableau The Tableau paradigm The Tableau paradigm in action Connecting to data Connecting to data in a file Connecting to data on a server Connecting to data in the cloud Shortcuts for connecting to data Managing data source metadata Working with extracts instead of live connections Creating extracts Using extracts Performance Portability and security When to use an extract Using sets and groups Filtering data Filtering discrete (blue) fields Filtering continuous (green) fields Filtering dates Other filtering options Tableau Order of Operations Summary Moving Beyond Basic Visualizations Comparing values Bar charts Bar chart variations Bullet chart Bar-in-bar chart Highlighting categories of interest Visualizing dates and times Date parts, date values, and exact dates Variations of date and time visualizations Gantt charts Relating parts of the data to the whole Stacked bars Treemaps Area charts Pie charts Visualizing distributions Circle charts Jittering Box and whisker plots Histograms Visualizing multiple axes to compare different measures Scatterplot Dual-axis and combination charts Summary Starting an Adventure with Calculations and Parameters Introduction to calculations The four main types of calculations Creating and editing calculations Data types Additional functions and operators Understanding the data used in chapter examples Row-level calculations Concatenating strings String manipulation and conditional logic Planning for data variations Aggregate calculations Why the row-level versus aggregate difference matters Parameters Creating parameters Practical examples of calculations and parameters Fixing data issues Extending the data Enhancing user experience, analysis, and visualizations Meeting business requirements Ad hoc calculations Performance considerations Summary Leveraging Level of Detail Calculations Overview of level of detail Level of detail calculations Level of detail syntax Level of detail types Fixed Include Exclude An illustration of the difference level of detail can make Examples of fixed level of detail calculations Flagging members based on historical values Latest balance for a member Examples of include level of detail expressions Average loans per member Alternative approaches Example of exclude level of detail calculations Average credit score per loan type Summary Diving Deep with Table Calculations An overview of table calculations Creating and editing table calculations Quick table calculations Fundamental table calculation concepts Relative versus fixed Scope and direction Addressing and partitioning Custom table calculations Meta table functions Lookup and previous value Running functions Window functions Rank functions Script functions The Total function Practical examples Year over year growth Dynamic titles with totals Table calculation filtering (late filtering) Summary Making Visualizations that Look Great and Work Well Visualization considerations Leveraging formatting in Tableau Workbook-level formatting Worksheet-level formatting Field-level formatting Custom number formatting Custom date formatting Null formatting Additional formatting options Adding value to visualizations Tooltips Viz in Tooltip Summary Telling a Data Story with Dashboards Introduction to dashboards Dashboard objectives Dashboard approaches Designing dashboards in Tableau Using objects Tiled versus floating Manipulating objects on the dashboard A dashboard to understand profitability Building the views Creating the dashboard framework Implementing actions to guide the story Context filtering Designing for different displays and devices Interactivity with actions Filter actions Highlight actions URL actions Go to Sheet actions Parameter actions Set actions A regional scorecard dashboard Stories Summary Visual Analytics: Trends, Clustering, Distributions, and Forecasting Trends Customizing trend lines Trend models Linear Logarithmic Exponential Power Polynomial Analyzing trend models Exporting statistical model details Explain Data Clustering Distributions Forecasting Summary Advanced Visualizations Advanced visualizations – when and why to use them Slope charts and bump charts Waterfall charts Step lines and jump lines Sparklines Dumbbell charts Unit/symbol charts Marimekko charts Animated visualizations Enhancing analysis with animation Enhancing data storytelling with animation Summary Dynamic Dashboards Show/Hide buttons Sheet swapping Basic principles of sheet swapping Using sheet swapping to change views on a dashboard Automatically showing and hiding other controls Summary Exploring Mapping and Advanced Geospatial Features Overview of Tableau maps Rendering maps with Tableau Customizing map layers Customizing map options Using geospatial data Including latitude and longitude in your data Importing definitions into Tableau’s geographic database Leveraging spatial objects Leveraging spatial functions MAKELINE() and MAKEPOINT() DISTANCE() BUFFER() Creating custom territories Ad hoc custom territories Field-defined custom territories Map layers Tableau mapping – tips and tricks Plotting data on background images Summary Integrating Advanced Features: Extensions, Scripts, and AI Tableau Dashboard Extensions What Is a Dashboard Extension? Using a dashboard extension Creating an extension Setting up your environment The files and code that define the dashboard extension The dashboard extension in action Tableau analytics extensions Scripting with Python Setting up TabPy Using a Python script in Tableau AI with CRM Analytics (Einstein Discovery) The data used in the examples Creating the Einstein Discovery story Leveraging AI with Einstein in Tableau Using the Einstein analytics extension Using the Einstein dashboard extension Summary Understanding the Tableau Data Model, Joins, and Blends Explanation of the sample data used in this chapter Exploring the Tableau data model Creating a data model Layers of the data model Using the data model The data pane interface Data model behaviors Using joins Types of joins Joining tables Other join considerations Join calculations Cross-database joins The unintentional duplication of data Using blends Using blending to show progress toward a goal When to use a data model, joins, or blends Summary Structuring Messy Data to Work Well in Tableau Structuring data for Tableau Well-structured data in Tableau Wide data Tall data Wide versus tall data in Tableau Star schemas The four basic data transformations Overview of transformations Pivots (along with some simple data cleaning) Unions Joins Aggregation Overview of advanced fixes for data problems Summary Taming Data with Tableau Prep Getting ready to explore Tableau Prep Builder Understanding the Tableau Prep Builder interface Flowing with the fundamental paradigm Connecting to data Cleaning the data Unioning and merging mismatched fields, and removing unnecessary fields Grouping and cleaning Calculations and aggregations in Tableau Prep Row-level calculations Level of detail calculations Aggregations Filtering data in Tableau Prep Transforming the data for analysis Using parameters in Tableau Prep Builder Options for automating flows Summary Sharing Your Data Story Presenting, printing, and exporting Presenting Printing Exporting Sharing with users of Tableau Desktop and Tableau Reader Sharing with Tableau Desktop users Sharing with Tableau Reader users Sharing with users of Tableau Server, Tableau Cloud, and Tableau Public Publishing to Tableau Public Publishing to Tableau Server and Tableau Cloud Using the Workbook Optimizer to maximize performance on Server or Cloud Interacting with Tableau Server Leveraging Ask Data for a natural language guided analysis Additional distribution options using Tableau Server or Tableau Cloud Summary Other Books You May Enjoy Index
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