The Tableau Workshop: A practical guide to the art of data visualization with Tableau
- Length: 822 pages
- Edition: 1
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2022-04-28
- ISBN-10: 1800207654
- ISBN-13: 9781800207653
- Sales Rank: #0 (See Top 100 Books)
Learn how to bring your data to life with this hands-on guide to visual analytics with Tableau
Key Features
- Master the fundamentals of Tableau Desktop and Tableau Prep
- Learn how to explore, analyze, and present data to provide business insights
- Build your experience and confidence with hands-on exercises and activities
Book Description
Learning Tableau has never been easier, thanks to this practical introduction to storytelling with data. The Tableau Workshop breaks down the analytical process into five steps: data preparation, data exploration, data analysis, interactivity, and distribution of dashboards. Each stage is addressed with a clear walkthrough of the key tools and techniques you’ll need, as well as engaging real-world examples, meaningful data, and practical exercises to give you valuable hands-on experience.
As you work through the book, you’ll learn Tableau step by step, studying how to clean, shape, and combine data, as well as how to choose the most suitable charts for any given scenario. You’ll load data from various sources and formats, perform data engineering to create new data that delivers deeper insights, and create interactive dashboards that engage end-users.
All concepts are introduced with clear, simple explanations and demonstrated through realistic example scenarios. You’ll simulate real-world data science projects with use cases such as traffic violations, urban populations, coffee store sales, and air travel delays.
By the end of this Tableau book, you’ll have the skills and knowledge to confidently present analytical results and make data-driven decisions.
What you will learn
- Become an effective user of Tableau Prep and Tableau Desktop
- Load, combine, and process data for analysis and visualization
- Understand different types of charts and when to use them
- Perform calculations to engineer new data and unlock hidden insights
- Add interactivity to your visualizations to make them more engaging
- Create holistic dashboards that are detailed and user-friendly
Who this book is for
This book is for anyone who wants to get started on visual analytics with Tableau. If you’re new to Tableau, this Workshop will get you up and running. If you already have some experience in Tableau, this book will help fill in any gaps, consolidate your understanding, and give you extra practice of key tools.
The Tableau Workshop Preface About the Book About the Authors Who This Book Is For About the Chapters Conventions Minimum Hardware Requirements Minimum Software Requirements Downloading the Book/Data Sources Bundle Setting Up Your Environment Installing Tableau on Your System Get in Touch Please Leave a Review 1. Introduction: Visual Analytics with Tableau Introduction The Importance of Visual Analytics The Tableau Product Suite Introduction to Tableau Desktop Exercise 1.01: Connecting to a Data Source Exercise 1.02: Creating a Comparison Chart Using Manual Drag and Drop Exercise 1.03: Creating a Comparison Chart Using the Automated Show Me Button Method Data Visualization Using Tableau Desktop Saving and Sharing Your Work Exercise 1.04: Saving Your Work as a Static Snapshot-PowerPoint Export Exercise 1.05: Saving Your Work as a Tableau Interactive File–Tableau Packaged Workbook Activity 1.01: Identifying and Creating the Appropriate Chart to Find Outliers in Your Data Summary 2. Data Preparation: Using Tableau Desktop Introduction Connecting to a Data Source Exercise 2.01: Connecting to an Excel File Connecting to a Server Data Source Various Joins in Tableau Different Types of Joins Exercise 2.02: Creating an Inner Join Dataset Exercise 2.03: Creating a Left Join Dataset Exercise 2.04: Creating a Right Join Dataset Exercise 2.05: Creating a Combined Dataset Using Union Data Transformation in the Data Pane Data Interpreter Renaming the Data Source Live and Extract Connections Exercise 2.06: Creating an Extract for Data Extract Properties The Data Storage field The Filters field The Aggregation Field The Number of Rows Field Which Connection Is Better – Live or Extract? Filters Exercise 2.07: Adding a Region Filter on the Orders Table Data Grid Options Custom SQL Data Blending Exercise 2.08: Creating a Data Blend Using the Orders and People Tables Exercise 2.09: Visualizing Data Created from a Data Blend Limitations of Data Blending Activity 2.01: Identifying the Returned Orders Activity 2.02: Preparing Data for Visualization Summary 3. Data Preparation: Using Tableau Prep Introduction Prep Interface Adding Data in the Flow Exercise 3.01: Connecting to an Excel File Exercise 3.02: Connecting with Multiple Data Sources Data Source Profile Exercise 3.03: Data Profile for the Orders_South Dataset Data Preparation Using Clean, Groups, and Split Additional Clean Steps Cleaning Steps at the Column Level Exercise 3.04: Applying a Filter in a Clean Step Exercise 3.05: Cleaning a Column in the Workflow Grouping Values Exercise 3.06: Grouping Values into a Group Splitting Values Exercise 3.07: Splitting Columns Aggregation, Pivot, Join, and Union Aggregations Exercise 3.08: Identifying High-Value Customers Based on Purchases Pivoting Data Exercise 3.09: Using a Pivot for Data Joining and Union of Data Exercise 3.10: Joining Two Data Sources Union Exercise 3.11: Union of Tables Script Step Flow and Data Exports Exercise 3.12: Exporting Data Activity 3.01: Finding the Month with the Highest Orders Activity 3.02: Data Transformation Summary 4. Data Exploration: Comparison and Composition Introduction Exploring Comparisons across Dimensional Items Bar Chart Exercise 4.01: Creating Bar Charts Exploring Comparisons over Time Exercise 4.02: Creating Bar Charts for Data over Time Line Charts Difference between Discrete Dates and Continuous Dates Exercise 4.03: Creating Line Charts over Time Exploring Comparison across Measures Exercise 4.04: Creating a Bullet Chart Bar-in-Bar Charts Exercise 4.05: Creating a Bar-in-Bar Chart Exploring Composition Snapshots – Stacked Bar Charts Exercise 4.06: Creating a Stacked Bar Chart Exploring Composition Snapshots – Pie Charts Exercise 4.07: Creating a Pie Chart Treemaps Exercise 4.08: Creating Treemaps Exploring Compositions for Trended Data Area Charts Exercise 4.09: Creating an Area Chart Activity 4.01: Visualizing the Growth of Passenger Cars in Singapore Summary 5. Data Exploration: Distributions and Relationships Introduction Exploring Distribution for a Single Measure Creating a Histogram Exercise 5.01: Creating a Histogram Box and Whisker Plots Exercise 5.02: Creating a Box and Whisker Plot without the Show Me Panel Exercise 5.03: Box Plot Using the Show Me Panel Relationship and Distribution with Multiple Measures Distribution with Two Measures Creating a Scatter Plot Exercise 5.04: Creating a Scatter Plot Scatter Plots with Trend Lines Exercise 5.05: Trend Lines with Scatter Plots Trend Lines and Types Linear Trend Lines Polynomial Trend Lines Polynomial Degree of Freedom Logarithmic Trend Lines Exponential Trend Lines Power Trend Lines The Reliability of Trend Lines R-Squared P-value Advanced Charts Quadrant Charts Reference Lines Understanding Reference Lines Exercise 5.06: Creating Quadrant Charts Combination Charts – Dual axis Charts Exercise 5.07: Creating Dual axis Charts Activity 5.01: Creating Scatter Plots Activity 5.02: Dual axis Chart with Asynchronous Axes Summary 6. Data Exploration: Exploring Geographical Data Introduction Importing Spatial Data Data File Types ESRI Shapefiles GeoJSON Files KML Files MapInfo Interchange Format MapInfo Tables TopoJSON Files Downloading the Data Source from GitHub Exercise 6.01: Downloading the Source Data Importing Non-Spatial Geographic Data Sources Exercise 6.02: Importing a Non-Spatial Data Source Data Relationships Exercise 6.03: Joining Two Data Sources Managing Location Data Assigning Geographic Roles Editing Locations Building Custom Geographies Creating a New Geography Using an Existing Role Creating a New Geography Using Groups Exercise 6.04: Building Custom Geographies Creating Maps in Tableau Geocoding Symbol Maps Adding Data to Symbol Maps Coloring a Symbol Map Sizing a Symbol Map Using Shapes in a Symbol Map Adding Map Tooltips Navigating Symbol Maps Filtering Symbol Maps Creating Groups and Sets from Symbol Map Data Exercise 6.05: Building a Symbol Map Choropleth (Filled) Maps Coloring a Choropleth Map Navigating a Choropleth Map Filtering a Choropleth Map Exercise 6.06: Building a Choropleth Map Dual-Axis Maps Exercise 6.07: Creating a Dual-Axis Map Map Enhancements Setting Map Options Using Existing Layers Adding Mapbox Background Maps Exercise 6.08: Adding Mapbox Background Maps Activity 6.01: Creating a Location Analysis Using Dual Axis and Background Maps Summary 7. Data Analysis: Creating and Using Calculations Introduction Creating and Using Ad hoc / Edit in Shelf Calculations Exercise 7.01: Creating an Ad Hoc Calculation to Highlight Loss-Making Sub-Categories Creating and Using Different Types of Calculations Creating and Using Different Types of Calculations: Numeric Calculations Exercise 7.02: Creating a Numeric Calculation Creating and Using Different Types of Calculations: Logic Statements Exercise 7.03: Creating a Logic Calculation Creating and Using Different Types of Calculations: String Calculations Exercise 7.04: Creating a String Calculation Creating and Using Different Types of Calculations: Date Calculations Exercise 7.05: Creating a Date Calculation Handling Null Values while Creating and Using Calculations Creating Calculations across Data Sources Activity 7.01: Calculating the Profit Margin Activity 7.02: Calculating the Percentage Achievement with Respect to Budget Sales Summary 8. Data Analysis: Creating and Using Table Calculations Introduction Quick Table Calculations Running Total Exercise 8.01: Creating a Running Total Calculation Difference Exercise 8.02: Creating a Difference Calculation Percent of Total Exercise 8.03: Creating a Percent of Total Calculation Percent Difference Exercise 8.04: Creating a Percent Difference Calculation Percentile and Rank Exercise 8.05: Creating Percentile and Rank Calculations Moving Average Exercise 8.06: Creating a Moving Average Calculation Table Calculation Application: Addressing and Partitioning Table (across) Exercise 8.07: Creating a Table (across) Calculation Table (down) Exercise 8.08: Creating a Table (down) Calculation Exercise 8.09: Creating Table (across then down) and Table (down then across) Calculations Exercise 8.10: Creating a Pane (across) Calculation Exercise 8.11: Pane (down) Calculation Exercise 8.12: Creating a Pane-Level Calculation Cell Creating, Editing, and Removing Table Calculations Creating a New Table Calculation Exercise 8.13: Creating a Table Calculation Using the Calculation Editor Removing a Table Calculation Activity 8.01: Managing Hospital Bed Allocations Activity 8.02: Planning for a Healthy Population Summary 9. Data Analysis: Creating and Using Level of Details (LOD) Calculations Introduction Exercise 9.01: Creating a LOD Calculation Types of LOD Calculations FIXED Exercise 9.02: Creating a FIXED LOD Calculation INCLUDE Exercise 9.03: Creating an INCLUDE LOD Calculation EXCLUDE Exercise 9.04: Creating an EXCLUDE LOD Calculation Table-Scoped LOD Calculations: Dimensions or Measures? Aggregation and LOD Calculations LOD Calculation Is Higher than the View LOD LOD Calculation Is Finer than the View LOD Nested LOD Calculations Effects of Filters on LOD Calculations Activity 9.01: Identifying the Top-Performing Sales Executives Activity 9.02: Performing a Comparative Analysis Summary 10. Dashboards and Storyboards Introduction The Who, What, and Why of the Dashboard The Who: Audience The What: Begin with the End in Mind The Why: The Need for a Dashboard Designing a Dashboard The Basic Layout Display Size Positioning Spacing Colors Size Text Exercise 10.01: Text Formatting – Workbook versus Worksheet Dashboard Objects Vertical Objects Horizontal Objects Text Objects Image Objects Web Page Objects Blank Objects Navigation Objects Extension Object Using Floating Objects Exercise 10.02: KPIs and Metrics View Exercise 10.03: Map and Parameter Worksheet Views Exercise 10.04: Putting It All Together: Dashboarding Creating Storyboards Exercise 10.05: Creating a Simple Storyboard Activity 10.01: Building a Complete Dashboard Summary 11. Tableau Interactivity: Part 1 Introduction Grouping Data Exercise 11.01: Creating Groups Hierarchies Exercise 11.02: Creating Hierarchies Filters: The Heart and Soul of Tableau Data Source and Extract Filters Exercise 11.03: Filtering Data Using Extract/Data Source Filters Filters Using Views Exercise 11.04: Creating Filters from the View Creating Filters Using the Filters Shelf Dimension Filters Using the Filters Shelf Exercise 11.05: Dimension Filters Using the Filters Shelf Measure Filters Using the Filters Shelf Exercise 11.06: Measuring Filters Using the Filters Shelf Date Filters Using the Filters Shelf Exercise 11.07: Creating Date Filters Using the Filters Shelf Quick Filters Exercise 11.8: Creating Quick Filters Applying Filters across Multiple Sheets/Multiple Data Sources or an Entire Data Source Context Filters Exercise 11.09: Creating and Using Context Filters Sets Static Sets Exercise 11.10: Creating Static Sets Dynamic Sets Exercise 11.11: Creating Dynamic Sets Adding Members to the Set Exercise 11.12: Adding Members to the Set Combined Sets Exercise 11.13: How to Create Combined Sets Parameters Exercise 11.14: Standard Parameters Dynamic Parameters Exercise 11.15: Dynamic Parameters Activity 11.01: Top N Countries Using Parameters, Sets, and Filters Summary
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