Mastering Tableau 2019.1, 2nd Edition
- Length: 558 pages
- Edition: 1
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2019-02-28
- ISBN-10: 1789533880
- ISBN-13: 9781789533880
- Sales Rank: #267564 (See Top 100 Books)
Build, design and improve advanced business intelligence solutions using Tableau’s latest features, including Tableau Prep, Tableau Hyper, and Tableau Server
Key Features
- Master new features in Tableau 2019.1 to solve real-world analytics challenges
- Perform Geo-Spatial Analytics, Time Series Analysis, and self-service analytics using real-life examples
- Build and publish dashboards and explore storytelling using Python and MATLAB integration support
Book Description
Tableau is one of the leading business intelligence (BI) tools used to solve BI and analytics challenges. With this book, you will master Tableau’s features and offerings in various paradigms of the BI domain.
This book is also the second edition of the popular Mastering Tableau series, with new features, examples, and updated code. The book covers essential Tableau concepts and its advanced functionalities. Using Tableau Hyper and Tableau Prep, you’ll be able to handle and prepare data easily. You’ll gear up to perform complex joins, spatial joins, union, and data blending tasks using practical examples. Following this, you’ll learn how to perform data densification to make displaying granular data easier. Next, you’ll explore expert-level examples to help you with advanced calculations, mapping, and visual design using various Tableau extensions. With the help of examples, you’ll also learn about improving dashboard performance, connecting Tableau Server, and understanding data visualizations. In the final chapters, you’ll cover advanced use cases such as Self-Service Analytics, Time Series Analytics, and Geo-Spatial Analytics, and learn to connect Tableau to R, Python, and MATLAB.
By the end of this book, you’ll have mastered the advanced offerings of Tableau and be able to tackle common and not-so-common challenges faced in the BI domain.
What you will learn
- Get up to speed with various Tableau components
- Master data preparation techniques using Tableau Prep
- Discover how to use Tableau to create a PowerPoint-like presentation
- Understand different Tableau visualization techniques and dashboard designs
- Interact with the Tableau server to understand its architecture and functionalities
- Study advanced visualizations and dashboard creation techniques
- Brush up on powerful Self-Service Analytics, Time Series Analytics, and Geo-Spatial Analytics
Who this book is for
This book is designed for business analysts, BI professionals and data analysts who want to master Tableau to solve a range of data science and business intelligence problems. The book is ideal if you have a good understanding of Tableau and want to take your skills to the next level.
Table of Contents
- Getting Up to Speed – a Review of the Basics
- All about Data – Getting Your Data Ready
- Tableau Prep
- All about Data – Joins, Blends, and Data Structures
- All about Data – Data Densification, Cubes, and Big Data
- Table Calculations
- Level of Detail Calculations
- Beyond the Basic Chart Types
- Mapping
- Tableau for Presentations
- Visualization Best Practices and Dashboard Design
- Advanced Analytics
- Improving Performance
- Interacting with Tableau Server
- Programming Tool Integration
Title Page Copyright and Credits Mastering Tableau 2019.1 Second Edition About Packt Why subscribe? Packt.com Contributors About the authors About the reviewers Packt is searching for authors like you Preface Who this book is for What this book covers To get the most out of this book Download the example code files Download the color images Conventions used Get in touch Reviews Section 1: Tableau Concepts, Basics Getting Up to Speed - A Review of the Basics Creating worksheets and dashboards Creating worksheets Exercise: fundamentals of visualizations Beyond the default behavior Exercise: overriding defaults Show Me Creating dashboards Exercise: building a dashboard Exercise: adding interactivity to a dashboard Connecting Tableau to your data Exercise: observing metadata differences Connecting to Tableau Server Exercise: connecting to Tableau Server Connecting to saved data sources Exercise: creating a local data connection Measure Names and Measure Values Exercise: Measure Names and Measure Values Exercise: Measure Names and Measure values shortcuts Exercise: commentary Three essential Tableau concepts Dimensions and measures Exercise: dimensions and measures Row level, aggregate level, table level Exercise: row level, aggregate level, table level Exercise: commentary Continuous and discrete Exporting data to other devices Exporting data to a mobile phone Summary All About Data - Getting Your Data Ready Understanding Tableau's data handling engine, hyper The Tableau data handling engine Changing field attribution Table calculation Hyper takeaways Data mining and knowledge discovery process models Survey of the process models CRISP–DM CRISP–DM Phases Phase I: business understanding Phase II: data understanding Phase III: data preparation Phase IV: modeling Phase V: evaluation Phase VI: deployment Focus on data preparation Surveying data Exercise: surveying data Exercise: extrapolating data Exercise: commentary Cleaning the data Exercise: cleaning the data Exercise: commentary Exercise: extracting data Exercise: commentary Summary Tableau Prep Connecting to data Exercise: connecting data to Tableau Prep The Tableau Prep GUI Exercise: getting to know Tableau Prep Prepping data Cleaning data Exercise: cleaning data Unions and joins Exercise: unions and joins Introduction to aggregating Exercise: aggregating Pivoting Exercise: pivoting Exporting data Summary All About Data - Joins, Blends, and Data Structures Introduction to joins Introduction to complex joins Exercise: observing join culling Exercise: steps Exercise: commentary Introduction to join calculations Introduction to spatial joins Introduction to unions Understanding union Understanding data blending Order of operations Exercise: a data blend vs a left join Exercise: steps Understanding the join Understanding the data blend No dimensions from a secondary source Exercise: adding secondary dimensions Introduction to scaffolding Exercise: enhanced forecasting through scaffolding Introduction to data structures Exercise: adjusting the data structure for different questions Exercise steps: part I Exercise steps: part II Summary All About Data - Data Densification, Cubes, and Big Data Introduction to data densification Domain completion Deployment of domain completion Exercise: activating domain completion in a crosstab part I Exercise: activating domain completion in a crosstab part II Exercise: activating domain completion through view types Usefulness of domain completion Exercise: labelling nulls Problems of domain completion Exercise: unwanted domain completion Domain padding Deploying domain padding through Show Empty Rows/Columns Exercise: activating domain padding through Show Empty Rows/Columns Usefulness of domain padding Exercise: domain padding – filling date gaps Problematic domain padding Exercise: from a domain-padded visualization to a crosstab Working with cubes Data blending for continuous months Exercise: data blending for continuous months Data blending for hierarchies, aliasing, and grouping Exercise: demonstrating data blending for hierarchies, aliasing, and grouping The deprecation of cubes Tableau and big data Addressing Excel's row limitation Exercise: Excel's row limitation Massively parallel processing Building a visualization with Google BigQuery Exercise: building a visualization with Google BigQuery Summary Table Calculations A definition and two questions Introduction to functions Directional and non-directional Directional and non-directional table calculations Exercises: exploring each unique table calculation function Lookup and Total Previous Value Running Window First and Last Index Rank Size Application of functions Building a playground Partitioning and addressing with one dimension Partitioning and addressing with two dimensions Partitioning and addressing with three dimensions Summary Level of Detail Calculations Building playgrounds Playground I: FIXED and EXCLUDE Exercise: exploring Fixed and Exclude and setting up the workbook Inspecting the worksheet and initial setup Understanding FIXED Understanding EXCLUDE Understanding order of filtering Exercise: commentary Playground II: INCLUDE Inspecting the worksheet and initial setup Exercise steps: exploring INCLUDE Practical application Exercise: practical FIXED Exercise steps: practical FIXED – the problem Exercise steps: practical FIXED – table calc solution Exercise steps: practical FIXED – LOD solution Exercise: commentary Exercise: practical INCLUDE Exercise steps part I – solving using an LOD calculation Exercise steps part II – solving without an LOD calculation Exercise: commentary Exercise: practical EXCLUDE Exercise steps part I: solving using an LOD calculation Exercise steps part II: solving using blending Exercise: commentary Summary Section 2: Advanced Calculations, Mapping, Visualizations Beyond the Basic Chart Types Improving popular visualizations Bullet graphs Exercise steps for the bullet graph: the basics Exercise steps for bullet graph: beyond the basics Making useful pies and donuts Exercise: pies and donuts on maps Exercise: steps for pies and donuts Exercise: steps for pies and donuts – beyond the basics Pareto charts Exercise: steps for a Pareto chart – the basics Exercise: steps for a Pareto chart – beyond the basics Custom background images Exercise: creating a grid Exercise: steps for creating a grid Exercise: steps for using a grid to generate a dataset Exercise: visualizing a chess game Exercise: creating polygons on a background image Exercise: steps for creating polygons on a background image Tableau extensions Show me More Extensions API exercise Summary Mapping Extending Tableau's mapping capabilities without leaving Tableau Exercise: displaying routes and calculating distances Extending Tableau mapping with other technology Exercise: connecting to a WMS server Exploring the TMS file The TMS file structure Accessing popular map servers ArcGIS Stamen Exploring Mapbox Exercise: Mapbox Classic Exercise: Mapbox GL Accessing different maps with a dashboard Exercise: swapping maps Creating custom polygons Exercise: Drawing a square around Null Island Exercise: steps Converting shape files for Tableau Exercise: polygons for Texas Exercise: steps Heatmaps Example Summary Tableau for Presentations Getting the best images out of Tableau A brief survey of screen capture tools Tableau's native export capabilities The five export types From Tableau to PowerPoint Exercise: creating a template Exercise: creating two dashboards Exercise: creating a PowerPoint presentation Exercise: automating a weekly PowerPoint presentation Embedding Tableau in PowerPoint Exercise: creating an interactive PowerPoint presentation Animating Tableau Exercise: creating an animation with Tableau Exercise: using an animation to export many images Exercise: using an animation in Tableau to create an animation in PowerPoint Story points and dashboards for Presentations Presentation resources Exercise: using Tableau dashboards to create a PowerPoint-like presentation Summary Visualization Best Practices and Dashboard Design Visualization design theory Formatting rules Rule: keep the font choice simple Rule: using lines in order of visibility Rule: band in groups of three to five Exercise: banding Color rules Rule: keep colors simple and limited Rule: respect the psychological implications of colors Rule: be colorblind friendly Rule: use pure colors sparingly Exercise: using pure colors Rule: color variations over symbol variation Visualization type rules Rule: keep shapes simple Exercise: shapes Rule: use pie charts sparingly Compromises Making the dashboard simple and dashboard robust Presenting dense information and sparse Information Telling a story Documenting Exercise: tooltips for extensive help Keeping visualizations simple Dashboard design Dashboard layout The golden rectangle layout The quad layout The small multiple layout Sheet selection Exercise: sheet swapping pie charts and treemaps Exercise: collapsible menu Summary Advanced Analytics Self-service Analytics Use case – Self-service Analytics Use case – Geo-spatial Analytics Summary Improving Performance Understanding the performance-recording dashboard Exercise: exploring performance recording in Tableau desktop Performance-recording dashboard events Behind the scenes of the performance- recording dashboard Hardware and on-the-fly techniques Hardware considerations On-the-fly-techniques Exercise: pause/resume auto-updates Exercise: run update Exercise: small extracts Single Data Source > Joining > Blending Three ways Tableau connects to data Using referential integrity when joining Exercise: referential integrity Advantages of blending Exercise: necessary blending Efficiently working with data sources Tuning data sources Primary and foreign keys NOT NULL Introduction to Index Indexing Working efficiently with large data sources Intelligent extracts Understanding the Tableau data extract Constructing an extract for optimal performance Exercise: summary aggregates for improved performance Optimizing extracts Exercise: materialized calculations Parameters Using filters wisely Extract filter performance Data source filter performance Context filters Dimension and measure filters Table-calculation filters Exercise: late filter Using actions instead of filters Efficient calculations Boolean/Numbers > Date > String Exercise: an efficient and an inefficient way to determine N figure salary Exercise: date vs integer Level-of-detail calculation or table calculations Additional performance considerations Avoid overcrowding a dashboard Fixing dashboard sizing Setting expectations Summary Section 3: Connecting Tableau to R, Python, and Matlab Interacting with Tableau Server Tableau file types Tableau data source Tableau packaged data source Exercise: publishing a data source to Tableau Server Tableau workbook Tableau packaged workbook Other file types Tableau Server architecture Tableau Server architecture approaches to avoid Tableau Server architecture: TWB-centric Tableau Server architecture: TWBX-centric Tableau Server architecture approaches to adopt Tableau Server architecture: TDS-centric Tableau Server architecture: TDSX-centric Tableau Server revision history Tableau Server web-authoring environment Basic web-authoring instructions Exercise: editing an existing workbook on Tableau Server Exercise: creating a new workbook on Tableau Server Capabilities and limitations of web-authoring Exercise: the Tableau Server web-authoring environment Comparing Tableau Desktop and web-authoring User filters Exercise: deploying a view-level user filter Performance-recording dashboard Exercise: exploring Performance Recording on Tableau Server More Tableau Server settings Alerting Subscribing Creating custom views Commenting Certified Data Source Tableau Service Manager Summary Programming Tool Integration The architecture R installation and integration Installation Installing R Integration: starting Rserve, connecting to Tableau, and installing RStudio Using R functions Exercise: reproducing native Tableau functionality in R Introduction to correlations Exercise: correlations Introduction to regression analysis Exercise: regression analysis Introduction to clustering Exercise: clustering Introduction to quantiles Exercise: quantiles Troubleshooting in Tableau and R Examples of troubleshooting in Tableau and R R scripts and Tableau table calculations Performance challenges Python installation and integration Installation Installing Python Integrating Python Using Python functions Random and random normal Exercise: random number Exercise: random normal Introduction to sentiment analysis Exercise: sentiment analysis MATLAB installation and integration Installing MATLAB Integrating MATLAB Functions of MATLAB Summary Other Books You May Enjoy Leave a review - let other readers know what you think
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