Tableau Desktop Cookbook: Quick & Simple Recipes to Help You Navigate Tableau Desktop
- Length: 701 pages
- Edition: 1
- Language: English
- Publisher: O'Reilly Media
- Publication Date: 2021-09-21
- ISBN-10: 1492090115
- ISBN-13: 9781492090113
- Sales Rank: #956985 (See Top 100 Books)
Whether you’re a beginner just learning how to create data visualizations or a Jedi who’s already used Tableau for years, this cookbook has a recipe for everyone. Author Lorna Brown provides more than 100 practical recipes to enhance the way you build Tableau dashboards–and helps you understand your data through the power of Tableau Desktop’s interactive datavisualizations.
With this cookbook, Tableau beginners will learn hands-on how this unique self-serve tool works, while experienced users will find this book to be an ideal reference guide on how to employ specific techniques. It also links you to online resources and community features, such as Tableau Tip Tuesday and Workout Wednesday. By the time you reach the end, you’ll be a competent user of Tableau Desktop.
You’ll learn how to:
- Build both basic and complex data visualizations with Tableau Desktop
- Gain hands-on experience with Tableau’s latest features, including set and parameter actions
- Create interactive dashboards to support business questions
- Improve your analytical skills to enhance the visualizations you’ve already created
- Learn data visualization skills and best practices to help you and your organization
Preface What Is Data? An Introduction to Data Visualization An Introduction to Tableau Why I Wrote This Book Who Is This Book For? How the Book Is Organized Outcomes of the Book Conventions Used in This Book Using Code Examples O’Reilly Online Learning How to Contact Us Acknowledgments Starting at the Very Beginning 1. Introduction to Data 1.1. Connecting to Data 1.2. Searching for Data 1.3. Connecting to a File 1.4. Messy Data Sources 1.5. Connecting to a Server 1.6. Saved Data Sources 1.7. Connecting to Secondary Data Sets: The Data Model Creating Relationship Calculations Unioning Your Data: The Physical Layer Joining Your Data: The Physical Layer 1.8. Data Types 1.9. Creating Extracts Summary 2. Getting Started with Tableau 2.1. Creating a New Worksheet 2.2. The Tableau Workspace 2.3. The Data Pane 2.4. Dimension Versus Measure 2.5. Discrete Versus Continuous 2.6. Calculated Fields 2.7. Shelves and Cards Rows and Columns Marks Card Filters Shelf Continuous Filters 2.8. What Is Show Me? 2.9. Formatting in Tableau Summary Part I Conclusion Building a Foundation 3. Bar Charts 3.1. Horizontal Bar Chart Adding a Constant Line Changing to a User-Controlled Reference Line Adding Color to a Parameterized Reference Line Adding Average Lines 3.2. Grouping Visual Grouping Discrete Grouping 3.3. Top N Filter 3.4. Stacked Bar Chart 3.5. 100% Stacked Bar Chart (Percent of Total) 3.6. Discrete Bar in Bar Chart 3.7. Shared Axis 3.8. Shared Axis Bar in Bar 3.9. Bullet Chart 3.10. Histogram 3.11. Soundwave Summary 4. Text 4.1. Tables 4.2. Adding Totals 4.3. Highlight Tables 4.4. Rank Tables 4.5. Big Actual Numbers 4.6. Calculating Percent Difference 4.7. Using LAST and Hide 4.8. Custom Number Format 4.9. How to Zero Nulls 4.10. Showing Positive, Negative, or Neutral Values 4.11. Calculating a Good, OK, or Bad Status 4.12. Using Titles as BANs 4.13. Using SIZE 4.14. Word Cloud Summary 5. Lines 5.1. Line Charts 5.2. Continuous Line Charts 5.3. Trend Lines 5.4. Forecasting 5.5. Custom Date Format 5.6. Running Total 5.7. Year over Year Growth 5.8. Year to Date (YTD) Growth 5.9. Moving Average 5.10. Slope Chart 5.11. Sparklines 5.12. Small Multiple Line Charts 5.13. Small Multiple Controlled Version Summary 6. Basic Mapping 6.1. Symbol Map 6.2. Filled Map 6.3. Dual-Axis Map 6.4. Mapping Nongeographic Fields Summary 7. Basic Dashboards 7.1. Build a Basic Dashboard 7.2. Adding Basic Dashboard Interactivity 7.3. Objects Using Horizontal and Vertical Containers Adding a Text Object Adding an Image Object Adding a Blank Object 7.4. Layout Tab Borders Background Using Padding Item Hierarchy Summary Part II Conclusion Broadening Your Data Viz Knowledge 8. Square 8.1. Treemaps 8.2. Calendar Heatmap 8.3. Marginal Bar Charts Summary 9. Tooltips 9.1. Basic Tooltips 9.2. Viz in Tooltips 9.3. Multiple Layout Viz in Tooltip Summary 10. Area Charts 10.1. Basic Area Charts 10.2. Stacked Area Charts 10.3. Percent of Total Area Charts 10.4. Discrete Area Charts 10.5. Pareto Charts Summary 11. Circles, Shapes, and Pies 11.1. Scatter Plot 11.2. Using Custom Shapes 11.3. Density Marks 11.4. Clustering 11.5. Trend Lines 11.6. Explain Data 11.7. Connected Scatter Plot 11.8. Dot Plot 11.9. Dot Strip Plot 11.10. Jitter Plot 11.11. Box Plots 11.12. Using Shapes for BANs 11.13. Pie Charts 11.14. Donut Chart Summary 12. Gantt 12.1. Basic Gantt Charts 12.2. Barcode Charts 12.3. Waterfall Charts Summary 13. Stories 13.1. Creating a Story 13.2. Adding a New Story Point 13.3. Blank Story Point 13.4. Duplicate Story Point 13.5. Annotations on a Story 13.6. “Save as New” Story Summary Part III Conclusion Advancing Your Techniques 14. Sets 14.1. General Set 14.2. Conditional Set 14.3. Top N Set 14.4. Combined Set 14.5. Constant Set 14.6. Set Control 14.7. Set Actions Summary 15. Parameters 15.1. Float/Integer Parameter 15.2. String Parameter 15.3. Date Parameter 15.4. Measure Switcher 15.5. Dynamic Scatter Plot 15.6. Dimension Switcher 15.7. Parameter Actions 15.8. Parameter Actions: Drill Down 15.9. Parameter Actions: Min and Max Date Range Summary 16. Advanced Table Calculations 16.1. Previous Value 16.2. Lookup 16.3. Window Calculations 16.4. How to Create a Control Chart Summary 17. Level-of-Detail Calculations 17.1. Include LOD 17.2. Exclude LODs 17.3. Fixed LODs 17.4. Nested LODs Summary 18. Advanced Mapping 18.1. Density Marks 18.2. MakePoint 18.3. MakeLine 18.4. Marks Layer 18.5. Distance 18.6. Buffer 18.7. Spatial Joins Summary 19. Advanced Dashboarding 19.1. Actions Highlight Action URL Action 19.2. Dashboard Objects Navigation Button Download Object Extensions 19.3. Floating 19.4. Toggle Containers On and Off Using Show/Hide 19.5. Device-Specific Dashboards 19.6. Publishing Dashboards Summary Part IV Conclusion 20. My Top 20 Tips 20.1. Proactive Tips 20.2. Technical Tips Index
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