Mastering Tableau PDF
Preview Mastering Tableau
Mastering Tableau Table of Contents Mastering Tableau Credits About the Author www.Packtpub.com Why subscribe? Preface What this book covers What you need for this book Who this book is for Conventions Reader feedback Customer support Downloading the example code Downloading the color images of this book Errata Piracy Questions 1. Getting Up to Speed – a Review of the Basics The Tableau universe Understanding the Tableau interface and basic terminology Worksheet and dashboard creation Worksheet creation Exercise - fundamentals of visualizations Beyond default behavior Exercise - overriding defaults Show Me Dashboard creation Exercise - building a dashboard Exercise - adding interactivity to a dashboard Connecting Tableau to your data Excel and text files Comparing and contrasting Native Tableau Driver and MS Jet Driver Connecting to a Tableau Server Exercise - observing metadata differences Exercise steps Exercise - connecting to Tableau Server Connecting to saved data sources Exercise - creating a local data connection Measure Names and Measure Values Measure Names and Measure Values - the basics Exercise - Measure Names and Measure Values Measure Names and Measure Values - shortcuts Exercise - Measure Names and Measure Values shortcuts Exercise commentary Three essential Tableau concepts Essential concept 1 - dimensions and measures Exercise - dimensions and measures Essential concept 2 - Row Level, Aggregate Level, and Table Level Exercise - Row Level, Aggregate Level, and Table Level Exercise commentary Essential concept 3 - continuous and discrete Summary 2. All about Data – Getting Your Data Ready Understanding Tableau's data-handling engine The Tableau Data-Handling Engine Changing field attribution example Table calculation example DHE takeaways Data-mining and knowledge-discovery process models Survey of the process models CRISP-DM CRISP-DM phases Focusing on data preparation Surveying data Exercise - surveying data Exercise - extrapolating data Exercise commentary Cleaning the data Exercise - cleaning the data Exercise steps Exercise commentary Exercise - extracting data Exercise steps Exercise commentary Summary 3. All about Data – Joins, Blends, and Data Structures About joins Complex joins Exercise - observing join culling Exercise steps Exercise commentary Data blending Order of operations for aggregating and matching Exercise - a data blend versus a left join Exercise steps Understanding the join Understanding the data blend No dimensions from a secondary source Exercise - adding secondary dimensions Scaffolding Exercise - enhanced forecasting via scaffolding Data structures Exercise - adjusting data structure for different questions Exercise steps - part 1 Exercise steps - part 2 Summary 4. All about Data – Data Densification, Cubes, and Big Data About data densification Domain completion How domain completion can be deployed Exercise - activating domain completion in a crosstab part I Exercise - activating domain completion in a crosstab part II Exercise – activating domain completion via View Types How domain completion is useful Exercise - labelling nulls When domain completion is a problem Exercise - unwanted domain completion Domain padding Deploying domain padding via Show Empty Rows/Columns Exercise - activating domain padding via Show Empty Rows/Columns How domain padding is useful Exercise - domain padding - filling date gaps When domain padding is a problem Exercise - from a domain padded visualization to a crosstab Working with cubes Exercise - using a data blend for continuous months when accessing a cube Exercise steps Exercise commentary Exercise - using a data blend for hierarchies, aliasing, and grouping when accessing a cube The deprecation of cubes Tableau and big data Exercise - a strategy for addressing Excel's row limitation Massively parallel processing Exercise - building a visualization with Google BigQuery Exercise steps Summary 5. Table Calculations A definition and two questions What is the function? Directional and non-directional Exercise - exploring directional and non-directional table calculation functions Exploring each unique table calculation function Exercises - exploring each unique table calculation function LOOKUP and TOTAL PREVIOUS_VALUE RUNNING WINDOW FIRST and LAST INDEX RANK SIZE How is the function applied? Building a playground Partitioning and addressing with one dimension Partitioning and addressing with two dimensions Partitioning and addressing with three dimensions Summary 6. Level of Detail Calculations Building playgrounds Playground 1 - FIXED and EXCLUDE Exercise - exploring FIXED and EXCLUDE - setting up the workbook Inspecting the worksheet and initial setup Exercise steps - exploring FIXED and EXCLUDE - understanding FIXED Exercise steps - exploring FIXED and EXCLUED - understanding EXCLUDE Exercise - exploring FIXED and EXCLUDE - understanding order of filtering Exercise commentary Playground #2 - 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 1 - solve by using an LOD calculation Exercise steps part 2 - solve without an LOD calculation Exercise commentary Exercise - practical EXCLUDE Exercise steps part 1 - solve by using an LOD calculation Exercise steps part 2 - solve by using blending Exercise commentary Summary 7. Beyond the Basic Chart Types Improving popular visualizations Bullet graphs Exercise steps for bullet graph – the basics Exercise steps for bullet graph – beyond the basics Making useful pies and donuts on maps Exercise – pies and donuts on maps Exercise steps for pies and donuts – the basics 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 Summary 8. Mapping Extending Tableau 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 via 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 Exercise commentary Summary 9. 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 – create a template Exercise – create two dashboards Exercise – create a PowerPoint presentation Exercise – automating a weekly PowerPoint presentation Embedding Tableau in PowerPoint Exercise – create 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 dashboards for presentations Presentation resources Exercise – using Tableau dashboards to create a PowerPoint-like presentation Summary 10. Visualization Best Practices and Dashboard Design Visualization design theory Formatting rules Rule – keep the font choice simple Rule - Trend line > Fever line > Reference line > Drop line > Zero line > Grid line Rule – band in groups of three to five Exercise – banding Color rules Rule – keep colors simple and limited Rule – respect the psychological implication 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 Make the dashboard simple versus make the dashboard robust Presenting dense information versus presenting sparse information Telling a story versus allowing a story to be discovered Document, document, document! But don't use any space! Exercise – tooltips for extensive help Keeping visualizations simple versus exploring esoteric chart types Dashboard design Dashboard layout Golden Rectangle layout Quad layout Small Multiple layout Sheet selection Exercise - sheet swapping pie charts and treemaps Exercise – collapsible menu Summary 11. Improving Performance Understand 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
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