Getting Started with Tableau 2019.2 - Second Edition

Book description

Leverage the power of Tableau 2019.2's new features to create impactful data visualization

Key Features

  • Discover the latest features of Tableau 2019.2
  • Create enterprise-grade dashboards and reports to communicate your insights effectively
  • Get started with Tableau by understanding its core functionalities

Book Description

Tableau is one of the leading data visualization tools and is regularly updated with new functionalities and features. The latest release, Tableau 2019.2, promises new and advanced features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2019.2 will get you up to speed with these additional functionalities.

The book starts by highlighting the new functionalities of Tableau 2019.2, providing concrete examples of how to use them. However, if you're new to Tableau, you won't have to worry as the book also covers the major aspects of Tableau with relevant examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and even share data online. In the concluding chapters, you'll delve into advanced techniques such as creating a cross-database join and data blending.

By the end of this book, you will be able to use Tableau effectively to create quick, cost-effective, and business-efficient Business Intelligence (BI) solutions.

What you will learn

  • Discover new functionalities such as 'Ask Data', the new way to interact with your data using natural language
  • Connect tables and make transformations such as pivoting the field and splitting columns
  • Build an efficient data source for analysis
  • Design insightful data visualization using different mark types and properties
  • Develop powerful dashboards and stories
  • Share your work and interact with Tableau Server
  • Use Tableau to explore your data and find new insights
  • Explore Tableau's advanced features and gear up for upcoming challenges

Who this book is for

Existing Tableau users and BI professionals who want to get up to speed with what's new in Tableau 2019 will find this beginner-level book to be a very useful resource. Some experience of Tableau is assumed, however, the book also features introductory concepts, which even beginners can take advantage of.

Downloading the example code for this ebook: You can download the example code files for this ebook on GitHub at the following link: https://github.com/PacktPublishing/Getting-Started-with-Tableau-2019.2. If you require support please email: customercare@packt.com

Table of contents

  1. Getting Started with Tableau 2019.2 Second Edition
    1. Table of Contents
    2. Getting Started with Tableau 2019.2 Second Edition
      1. Why subscribe?
    3. Contributors
      1. About the author
      2. About the reviewer
      3. Packt is searching for authors like you
    4. Preface
      1. Who this book is for
      2. What this book covers
      3. To get the most out of this book
      4. Download the example code files
        1. Download the color images
        2. Conventions used
      5. Get in touch
        1. Reviews
      6. Section 1: An Introduction to Tableau
    5. 1. Catching Up with Tableau 2019
      1. Connector improvements
      2. Worksheet enhancement
        1. MakePoint and MakeLine (2019.2)
        2. Vector Map (2019.2)
        3. Other improvements
      3. New actions
        1. Improved URL Actions (2019.1)
        2. Change Parameter (2019.2)
      4. Empowered Dashboard
        1. Show/Hide containers (2019.2)
        2. Replace Worksheets (2019.2)
        3. Other improvements
      5. Tableau Server
        1. New browsing experience (2019.2)
      6. Ask Data (2019.1)
        1. New Alerts view (2019.2)
        2. Device preview (2019.1)
        3. Other improvements
      7. Summary
    6. 2. The Tableau Core
      1. The different Tableau products
      2. Speaking Tableau
      3. Dimension and Measure
      4. Blue and green – Discrete and Continuous
      5. The toolbar options
      6. Live or Extract
        1. Live
        2. Extract
      7. Summary
    7. 3. Getting Started with Tableau Desktop
      1. Connecting to data
      2. Creating your first set of visualizations
        1. Sales and profit by sub-categories – bar charts
        2. Profit evolution – line charts
        3. Profit by state – filled maps
      3. Building your first Dashboard
        1. Assembling the Dashboard
        2. Adding interactivity to your Dashboard
      4. Using Tableau for data exploration
      5. Summary
      6. Section 2: Connecting, Building, and Sharing
    8. 4. Connecting to Data and Simple Transformations
      1. Data connections
        1. General rules
        2. Connecting spatial files
      2. Join data easily
        1. The join principle
        2. Join requirements and types
        3. Hands-on with a simple join
        4. Join risks
      3. Union your data
        1. Hands-on with a union example
      4. Simple transformations
        1. The Data Interpreter
        2. Splitting a column
        3. Pivot
      5. Summary
    9. 5. Building an Efficient Data Source
      1. Understanding the data source
        1. Data types in Tableau
        2. Generated information
        3. Data source options
      2. Refreshing a data source and dealing with changes
        1. How to refresh a data source
        2. Dealing with changes
      3. Field customization and default properties
        1. Field customization options
        2. Default properties
      4. Hierarchies
      5. Groups, sets, and bins
        1. Groups
        2. Sets
        3. Bins
      6. Summary
    10. 6. Design Insightful Visualizations
      1. Creating visualizations
        1. Building a visualization, the automatic way
          1. Double-click
          2. Show Me
        2. Building a visualization, the manual way
      2. The Mark type
      3. Mark properties
        1. Color
        2. Size
        3. Label (text)
        4. Detail
        5. Tooltip
        6. Shape
        7. Path
        8. Angle
      4. Using multiple Measures
        1. Dual Axis
        2. Measure Names and Measure Values
      5. Filters
        1. Filtering a Continuous field
        2. Filtering a Discrete field
        3. Quick filters
        4. Filter hierarchy
          1. Context
          2. Global filter hierarchy
      6. Pages
      7. Worksheet options and formats
        1. Pill options
        2. Worksheet menu options
        3. View options
        4. Format
      8. Summary
    11. 7. Powerful Dashboards, Stories, and Actions
      1. Dashboard basics
        1. Building a dashboard
        2. The dashboard and layout panes
          1. The Dashboard pane
          2. The Layout pane
        3. Tiled or floating layouts
          1. Tiled
          2. Floating
        4. Device layouts
        5. Dashboard options
      2. Dashboard objects
        1. Containers
      3. Dashboard actions
        1. The Filter action
        2. The Highlight action
        3. The Go to URL action
        4. The Go to Sheet action
        5. The Change Parameter action
        6. The Change Set Values action
      4. Creating a story
        1. Building a story
        2. Customizing a Story using Story options
      5. Summary
    12. 8. Publishing and Interacting in Tableau Server
      1. An introduction to Tableau Server
        1. Basics
        2. Tableau Server content
      2. Publishing and modifying the content
        1. Why and how to publish a data source
        2. Modifying a published data source
        3. Publishing a workbook
      3. Interacting with published content
        1. Interacting with published data sources
          1. Ask Data
        2. Interacting with published workbooks
          1. Custom views
          2. Alert
          3. Subscribe
          4. Download
          5. Comments
          6. The mobile layout preview
        3. Web Authoring
      4. Summary
      5. Section 3: Advanced features
    13. 9. An Introduction to Calculations
      1. Calculated field basics
        1. Creating a Calculated Field
        2. To aggregate or not to aggregate fields
        3. Using calculation functions
        4. Example – highlighting values
      2. Advanced functions
        1. Table Calculation
          1. Quick Table Calculation
          2. Table Calculation functions
          3. Hands-on – Table Calculation functions
        2. Level of Detail
          1. LOD function basics
          2. FIXED
          3. Hands-on – using an LOD function to deduplicate your data
      3. Summary
    14. 10. Analytics and Parameters
      1. Using built-in Analytics tools
        1. The Summarize tab
          1. Constant Line
          2. Average Line
          3. Median with Quartiles
          4. Box Plot
          5. Totals
        2. The Model tab
          1. Average or median with a confidence interval
          2. Trend Line
          3. Forecast
          4. Cluster
        3. The Custom tab
      2. How to work with Parameters
        1. Creating a Parameter
        2. Using a Parameter
      3. Creating a year-on-year comparator
      4. Summary
    15. 11. Advanced Data Connections
      1. Cross-database join
      2. Data blending
      3. Wildcard union
      4. Summary
    16. 12. Dealing with Security
      1. Tableau Server security
      2. User filters
      3. Row-level filters
      4. Summary
      5. Section 4: After Finishing the Book
    17. 13. How to Keep Growing Your Skills
      1. The Tableau Community
      2. Tableau Public
      3. Community projects
      4. Ambassadors, Zen Masters, and Iron Viz
        1. Ambassadors
        2. Zen Masters
        3. Iron Viz
      5. Summary
    18. A. Other Books You May Enjoy
      1. Leave a review – let other readers know what you think
    19. Index

Product information

  • Title: Getting Started with Tableau 2019.2 - Second Edition
  • Author(s): Tristan Guillevin
  • Release date: June 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781838553067