book

Tableau Desktop Pocket Reference

by Ryan Sleeper

June 2021

Beginner to intermediate

159 pages

3h 8m

English

O'Reilly Media, Inc.

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Conventions Used in This BookPlayfair Data TVO’Reilly Online LearningHow to Contact UsAcknowledgments
Tableau ProductsTableau License Model Tableau Version Updates
Common Data LayoutIdeal Data LayoutHow to Reshape Data
Data ModelsLive Data Connections Versus Data ExtractsData Source Versus Extract FiltersData Types
Data PaneFieldsShelvesMarks CardColumns, Rows, and Chart Types
Using MeasuresUsing DimensionsMaking Classifications
Visualizing Discrete and Continuous OptionsChanging Discrete and Continuous Options
Creating a Bar ChartIntroducing Aggregation in TableauCombining Measures and Dimensions to Glean Insight
Tableau Line Graph DefaultsUsing the Show Me FeatureAdding Context to a Line Graph by Encoding MarksFormatting Tips for Line Graphs
Visualization Level of DetailGetting Started with the Analytics PaneClosing Thoughts on Chart Types

Types of FiltersOptions for Scaling FiltersUnderstanding Tableau’s Filter Order of OperationsData Source and Extract Filters
Basic Calculated FieldsAggregate Calculated FieldsRow-Level Calculated FieldsTable CalculationsLevel of Detail Calculations
How to Make a ParameterHow to Use Dynamic ParametersPopular Use CasesUsing a String for Dimension Member Highlighting and/or FilteringUsing a Float for Scenario PlayingUsing a Dynamic Parameter for Date Filtering
How to Create SetsPractical Use CasesSets as a FilterSets as a DimensionSets within Calculated FieldsSets as a Highlighter
The Dashboard PaneChoosing the Layout and Size of a DashboardDashboard Sheets and ObjectsTiled, Floating, and Hybrid ObjectsThe Layout PaneDashboard ActionsDistributing DashboardsTableau Server or Tableau OnlineTableau PublicTableau Packaged WorkbookPDFPowerPointImagesConclusion

Overview

In a crowded field of data visualization and analytics tools, Tableau Desktop has emerged as the clear leader. This is partly due to its ease of use, but once you dive into Tableau's extensive feature set, you'll understand just how powerful and flexible this software can be for your business or organization.

With this handy pocket reference, author Ryan Sleeper (Innovative Tableau) shows you how to translate the vast amounts of data into useful information. Tableau has done an amazing job of making valuable insights accessible to analysts and executives who would otherwise need to rely on IT. This book quickly guides you through Tableau Desktop's learning curve.

You'll learn: