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Getting Started with Tableau 2019.2 PDF

261 Pages·2019·8.179 MB·English
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Getting Started with Tableau 2019.2 Second Edition Effective data visualization and business intelligence with the new features of Tableau 2019.2 Tristan Guillevin BIRMINGHAM - MUMBAI Getting Started with Tableau 2019.2 Second Edition Copyright © 2019 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews. Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book. Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information. Commissioning Editor: Amey Varangaonkar Acquisition Editor: Devika Battike Content Development Editor: Unnati Guha Technical Editor: Sayli Nikalje Copy Editor: Safis Editing Project Coordinator: Manthan Patel Proofreader: Safis Editing Indexer: Priyanka Dhadke Graphics: Jisha Chirayil Production Designer: Nilesh Mohite First published: September 2018 Second edition: June 2019 Production reference: 1040619 Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK. ISBN 978-1-83855-306-7 www.packtpub.com Packt.com Subscribe to our online digital library for full access to over 7,000 books and videos, as well as industry leading tools to help you plan your personal development and advance your career. For more information, please visit our website. Why subscribe? • Spend less time learning and more time coding with practical eBooks and Videos from over 4,000 industry professionals • Learn better with Skill Plans built especially for you • Get a free eBook or video every month • Fully searchable for easy access to vital information • Copy and paste, print, and bookmark content Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.Packt.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at [email protected] for more details. At www.Packt.com, you can also read a collection of free technical articles, sign up for a range of free newsletters, and receive exclusive discounts and offers on Packt books and eBooks. Contributors About the author Tristan Guillevin started his professional life in 2015 as a consultant, where he discovered Tableau. Quickly, data visualization became a real passion! During this time, he provided data visualization expertise to more than thirty clients in many different sectors around the world. In 2017, Tristan won the global Iron Viz competition in Las Vegas. Now, he helps people with Tableau through webinars, conferences, blog articles, and this book! Tristan currently works at Ogury as a data visualization engineer. I'd like to first thank Laura for her daily support and understanding. Writing a book is not an easy task, even for a second edition. A special thanks to Ivett, Sayli, Unnati, and all the Packt team for making the publication of this book possible. Finally, to everyone with the same passion for data visualization, thanks for having contributed making this passion grow on me, from my first bar chart to the completion of this book. About the reviewer Ivett Kovács was always very comfortable with data—after majoring in statistics, she started working as a data analyst. She was one of the first Hungarian power users of Tableau Desktop 2012, and has been mastering Tableau ever since. Currently, she is Starschema's senior data visualization expert, leading a team of 10+ dataviz developers. She is not only Tableau certified, but has also been a Tableau Ambassador since 2017, as well as an Iron Viz judge. She is also a featured volunteer with Viz for Social Good. She has developed several Tableau dashboards on various social topics, such as the refugee crisis and gender inequality in tech companies and political institutions. Packt is searching for authors like you If you're interested in becoming an author for Packt, please visit authors.packtpub. com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea. Table of Contents Preface vii Section 1: An Introduction to Tableau 1 Chapter 1: Catching Up with Tableau 2019 3 Connector improvements 4 Worksheet enhancement 4 MakePoint and MakeLine (2019.2) 5 Vector Map (2019.2) 6 Other improvements 7 New actions 8 Improved URL Actions (2019.1) 8 Change Parameter (2019.2) 8 Empowered Dashboard 11 Show/Hide containers (2019.2) 11 Replace Worksheets (2019.2) 13 Other improvements 14 Tableau Server 14 New browsing experience (2019.2) 15 Ask Data (2019.1) 16 New Alerts view (2019.2) 18 Device preview (2019.1) 19 Other improvements 19 Summary 20 Chapter 2: The Tableau Core 21 The different Tableau products 21 Speaking Tableau 22 Dimension and Measure 24 Blue and green – Discrete and Continuous 25 [ i ] Table of Contents The toolbar options 26 Live or Extract 27 Live 27 Extract 28 Summary 28 Chapter 3: Getting Started with Tableau Desktop 29 Connecting to data 30 Creating your first set of visualizations 31 Sales and profit by sub-categories – bar charts 31 Profit evolution – line charts 33 Profit by state – filled maps 36 Building your first Dashboard 37 Assembling the Dashboard 38 Adding interactivity to your Dashboard 40 Using Tableau for data exploration 41 Summary 44 Section 2: Connecting, Building, and Sharing 45 Chapter 4: Connecting to Data and Simple Transformations 47 Data connections 48 General rules 48 Connecting spatial files 50 Join data easily 51 The join principle 51 Join requirements and types 51 Hands-on with a simple join 53 Join risks 54 Union your data 56 Hands-on with a union example 56 Simple transformations 58 The Data Interpreter 59 Splitting a column 60 Pivot 60 Summary 62 Chapter 5: Building an Efficient Data Source 63 Understanding the data source 63 Data types in Tableau 64 Generated information 65 Data source options 65 Refreshing a data source and dealing with changes 66 [ ii ] Table of Contents How to refresh a data source 67 Dealing with changes 68 Field customization and default properties 70 Field customization options 70 Default properties 71 Hierarchies 72 Groups, sets, and bins 74 Groups 75 Sets 77 Bins 79 Summary 81 Chapter 6: Design Insightful Visualizations 83 Creating visualizations 84 Building a visualization, the automatic way 84 Double-click 84 Show Me 85 Building a visualization, the manual way 85 The Mark type 86 Mark properties 95 Color 95 Size 97 Label (text) 98 Detail 100 Tooltip 100 Shape 102 Path 102 Angle 103 Using multiple Measures 103 Dual Axis 105 Measure Names and Measure Values 106 Filters 108 Filtering a Continuous field 109 Filtering a Discrete field 110 Quick filters 110 Filter hierarchy 112 Context 112 Global filter hierarchy 114 Pages 114 Worksheet options and formats 116 Pill options 116 Worksheet menu options 117 [ iii ]

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