Innovative Tableau

Book description

Level up with Tableau to build eye-catching, easy-to-interpret data visualizations. In this follow-up guide to Practical Tableau, author Ryan Sleeper takes you through a collection of unique tips and tutorials for using this popular software. Beginning to advanced Tableau users will learn how to go beyond Show Me to make better charts and learn dozens of tricks to improve both the author and user experience.

Featuring many approaches he developed himself, Ryan shows you how to create charts that empower Tableau users to explore, understand, and derive value from their data. He also shares many of his favorite tricks that enabled him to become a Tableau Zen Master, Tableau Public Visualization of the Year author, and Tableau Global Iron Viz Champion.

  • Learn what’s new in Tableau since Practical Tableau was released
  • Examine unique new charts—timelines, custom gauges, and leapfrog charts—plus innovations to traditional charts such as highlight tables, scatter plots, and maps
  • Get tips that can help make a Tableau developer’s life easier
  • Understand what developers can do to make users’ lives easier

Table of contents

  1. Preface
    1. This Book’s Purpose
    2. This Book’s Audience
    3. This Book’s Structure
    4. Conventions Used in This Book
    5. O’Reilly Online Learning
    6. How to Contact Us
    7. Acknowledgments
  2. I. Introduction/What’s New
  3. 1. How to Learn Tableau
    1. Read
    2. Introducing Playfair Data TV
    3. Jump into the Community
    4. Attend a Live Training
    5. Practice with Tableau Public
  4. 2. Parameter Actions
    1. How to Use Tableau Parameter Actions
  5. 3. Set Actions
    1. How to Use Tableau Set Actions
  6. 4. Button Dashboard Object
    1. How to Use the Button Dashboard Object in Tableau
  7. 5. Transparent Sheets
    1. How to Make Worksheet Backgrounds Transparent
    2. How to Make Map Backgrounds Transparent
  8. 6. Show/Hide Button on Layout Containers
    1. How to Toggle Layout Containers On and Off
  9. 7. New Mapping Capabilities
  10. 8. Explain Data
  11. 9. Viz in Tooltip
    1. How to Add a Visualization to a Tooltip
  12. 10. Tableau Extensions
  13. II. More Chart Types
  14. 11. Chart Types Introduction: Going Beyond Show Me
    1. Going Beyond Show Me with the Authoring Interface Canvas and Chart Type Categories
  15. 12. The Data-Ink Ratio and How to Apply It in Tableau
    1. Ideas for Improving the Data-Ink Ratio of Tableau Visualizations
      1. Step 1: Erase Non-Data Ink
      2. Step 2: Erase Redundant Data Ink
      3. Step 3: Revise and Edit
  16. 13. 3 Ways to Make Charming Crosstabs: Tip 1
    1. How to Make Flexible Text Tables with Limitless Columns
  17. 14. 3 Ways to Make Charming Crosstabs: Tip 2
    1. How to Make Custom Tableau Table Headers
  18. 15. 3 Ways to Make Charming Crosstabs: Tip 3
    1. How to Align Text with Precision
  19. 16. 3 Ways to Make Handsome Highlight Tables: Tip 1
    1. How to Make a Highlight Table in Tableau
    2. How to Format Marks for a Highlight Table
  20. 17. 3 Ways to Make Handsome Highlight Tables: Tip 2
    1. Use Colors in Moderation
  21. 18. 3 Ways to Make Handsome Highlight Tables: Tip 3
    1. Color Cells Based on a Discrete Segmentation
  22. 19. 3 Ways to Use Dual-Axis Combination Charts: Tip 1
    1. Two Ways to Make Dual-Axis Combo Charts
  23. 20. 3 Ways to Use Dual-Axis Combination Charts: Tip 2
    1. Use a Dual-Axis Combination Chart to Make Your User Part of the Story
  24. 21. 3 Ways to Use Dual-Axis Combination Charts: Tip 3
    1. Improving the Design of a Line Graph
  25. 22. 3 Ways to Make Stunning Scatter Plots: Tip 1
    1. How to Make a Scatter Plot in Tableau
    2. A Formatting Trick for Better Mark Borders
  26. 23. 3 Ways to Make Stunning Scatter Plots: Tip 2
    1. How to Automate Scatter Plot Segmentation
  27. 24. 3 Ways to Make Stunning Scatter Plots: Tip 3
    1. How to Make Connected Scatter Plots
  28. 25. 3 Ways to Make Splendid Slope Graphs: Tip 1
    1. How to Make Slope Graphs in Tableau
    2. How to Make Slope Graphs Dynamic Based on a Date Range Filter
  29. 26. 3 Ways to Make Splendid Slope Graphs: Tip 2
    1. How to Add a Slope Graph/Line Graph Toggle
  30. 27. 3 Ways to Make Splendid Slope Graphs: Tip 3
    1. How to Add Vertical Lines to Connect Slope Graphs
  31. 28. 3 Ways to Make Magnificent Maps: Tip 1
    1. How to Make Hub-and-Spoke Maps in Tableau
  32. 29. 3 Ways to Make Magnificent Maps: Tip 2
    1. How to Make Maps with Custom Territories
  33. 30. 3 Ways to Make Magnificent Maps: Tip 3
    1. Combine Generated and Custom Lat-Long Coordinates
  34. 31. How to Make a Custom Geographic Map
    1. How to Map a Background Image to Create a Custom Geographic Map in Tableau
  35. 32. How to Make Trellis/Tile/Small Multiple Maps
    1. How to Make Trellis Maps with Automated Grids
    2. How to Make Trellis Maps with Manual Grids
  36. 33. How to Make a Timeline
    1. How to Create a Timeline of Key Events in Tableau
    2. How to Display a Reference Line for the Current Date
  37. 34. How to Make a Diverging Bar Chart
    1. How to Make Positive Values Diverge Left
    2. Making a Diverging Bar Chart on a Single Sheet
  38. 35. How to Make Marginal Histograms
    1. How to Add Histograms to the Margins of Scatter Plots
    2. How to Make Marginal Bar Charts in Tableau
  39. 36. How to Make Unit Histograms/Wilkinson Dot Plots
    1. How to Stack Marks to Create Unit Histograms in Tableau
  40. 37. How to Make a Dual-Axis Waterfall Chart
    1. How to Use Running Total to Create a Waterfall Chart in Tableau
  41. 38. How to Make Performance Indicator Titles
    1. How to Directly Communicate Performance in Chart Titles
  42. 39. How to Create Performance Indicator Titles with Comparison Score
    1. How to Create a Current Versus Comparison Index Callout in Tableau
    2. An Alternative Current Versus Comparison Index Callout in Tableau
  43. 40. How to Highlight a Dimension Member on a Minimalist Dot Plot
    1. How to Make a Minimalist Dot Plot in Tableau
    2. How to Highlight a Dimension Member Throughout Dot Plots
  44. 41. 3 Ways to Make Gorgeous Gauges: Tip 1
    1. How to Make Rounded Gauges
  45. 42. 3 Ways to Make Gorgeous Gauges: Tip 2
    1. How to Make Gauges with a Custom Background Image
  46. 43. 3 Ways to Make Gorgeous Gauges: Tip 3
    1. How to Make a Stock Ticker Gauge
  47. 44. How to Make Ranged Dot Plots in Tableau
    1. How to Make a Dot Plot with a Performance Range for Each Dimension Member
  48. 45. Introducing Leapfrog Charts in Tableau
    1. How to Combine Dot Plots, Gantt Marks, and Table Calculations to Create Leapfrog Charts
  49. 46. How to Let Users Choose Between Chart Types
    1. How to Change Charts Using a Parameter Control
    2. How to Change Chart Selections with Layout Containers
  50. III. Author Experience
  51. 47. 3 Innovative Ways to Use Text: Tip 1
    1. How to Install Custom Fonts
  52. 48. 3 Innovative Ways to Use Text: Tip 2
    1. How to Conditionally Format Text
  53. 49. 3 Innovative Ways to Use Text: Tip 3
    1. Format Text Tables Like Finance Reports
  54. 50. How to Deduplicate Joined Rows
    1. The Challenge of Working with Joined Data Sources in Tableau
    2. How to Deduplicate Joined Rows Using Tableau’s LOD Expressions
      1. How to Deduplicate Using a Row ID Field
      2. How to Deduplicate Using LODs with More Than One Dimension
  55. 51. How to Pass Parameters and Filters Between Workbooks
    1. How to Pass Fields Between Workbooks Using Query Strings
  56. 52. 3 Innovative Ways to Use Dates: Tip 1
    1. How to Equalize Dates Using the MAKEDATE Function
      1. The Challenge of Not Having a Month + Day Date Part in Tableau
      2. Equalizing Year-Over-Year Dates on the Same Axis Using the MAKEDATE Function
  57. 53. 3 Innovative Ways to Use Dates: Tip 2
    1. How to Normalize Current Dates and Prior Dates on One Axis
      1. How to Equalize a Selected Date Range with a Prior Date Range on One Axis in Tableau
  58. 54. 3 Innovative Ways to Use Dates: Tip 3
    1. How to Make Better Relative Date Filters
      1. How to Create Flexible and User-Friendly Relative Date Filters in Tableau
      2. How to Allow Users to Select the Relative Date Range
      3. Combine This Relative Date Filtering with Parameter Actions for a Better User Experience
      4. More Ways to Use These Better Relative Date Filters
  59. 55. 3 Innovative Ways to Use Tooltips: Tip 1
    1. How to Add an Image to a Tooltip
  60. 56. 3 Innovative Ways to Use Tooltips: Tip 2
    1. How to Add a Tooltip to a Dimension
  61. 57. 3 Innovative Ways to Use Tooltips: Tip 3
    1. How to Make Dynamic Tooltips
  62. 58. How to Use INDEX() for Easier Top N Filters
    1. How to Create More Predictable, Flexible Top N Filters
  63. 59. How to Dynamically Display the Top N Versus Other
    1. How to Group the Top N and Everything Else with Parameters and Sets
  64. 60. 3 Ways to Use the Describe Feature
    1. Using Describe to Save Processing Time
    2. A Method of Reverse-Engineering
    3. Calculated Field Writing
  65. 61. 3 Ways to Use Tableau in the Flow
    1. How to Reverse-Engineer Table Calculations
    2. How to Update Calculations on the Fly
    3. How to Save Updated Calculations for Future Use
  66. 62. How to Make a Signature Line with Data Status Alert
    1. How to Automatically Detect Whether Data Is Up-to-Date
  67. 63. How to Improve Your Dashboard Design with White Space
    1. What Is White Space in Data Visualization?
      1. Sketch Out the Dashboard Dimensions in Advance
      2. Take Advantage of the Padding Options on the Layout Pane
      3. Use a Blank Dashboard Object
  68. 64. How to Display Varying Decimal Places
    1. Using Tableau’s ROUND and IIF Functions to Display Varying Decimal Places
    2. How to Display Two (or Three) Number Formats for the Same Measure in Tableau
  69. 65. How to Dynamically Change Number Units Between K/M/B
    1. How to Automatically Change Display Units for Thousands, Millions, and Billions in Tableau
  70. 66. 3 More Innovative Ways to Use Dates: Tip 1
    1. How to Compare the Last Two Full Days, Weeks, Months
      1. How to Isolate the Last Two Complete Date Periods
      2. Other Ideas for Comparing the Last Two Complete Date Periods in Tableau
  71. 67. 3 More Innovative Ways to Use Dates: Tip 2
    1. How to Compare the Last Two Partial Weeks, Months, Quarters, or Years
  72. 68. 3 More Innovative Ways to Use Dates: Tip 3
    1. How to Automatically Change Date Granularity Based on Days in Range
  73. 69. 3 Innovative Ways to Use Parameter Actions: Tip 1
    1. How to Highlight Dimension Members Using Parameter Selections
  74. 70. 3 Innovative Ways to Use Parameter Actions: Tip 2
    1. Using Parameter Actions to Change Date Parts with the Click of a Button
  75. 71. 3 Innovative Ways to Use Parameter Actions: Tip 3
    1. Using Parameter Actions to Use Measure Names in Calculated Fields
  76. IV. User Experience
  77. 72. How to Create a Custom Top Navigation
    1. Eight Characteristics of Successful User Interfaces
    2. How to Create a Custom Top Navigation with Button Objects
  78. 73. How to Make an Alert-Style Splash Page with Cross-Dashboard Filters
  79. 74. How to Make an Intro-Style Dashboard with Cross-Dashboard Navigation
    1. Don’t Bury the Workbook Lead
    2. Introduction-Style Dashboard Alternative: The Welcome Mat
  80. 75. How to Add a Cross-Workbook Menu
    1. How to Navigate Users Between Tableau Workbooks
  81. 76. How to Show Top 10 Lists in Tooltips
    1. Displaying Top N Lists Using the Viz in Tooltip Feature
  82. 77. How to Color the Highest and Lowest Points on a Highlight Table
    1. How to Use Table Calculations to Automatically Answer Business Questions
  83. 78. How to Automatically Highlight the Latest Trends
  84. 79. How to Do Anomaly Detection
    1. Using Table Calculations to Do Statistical Anomaly Detection in Tableau
  85. 80. How to Highlight Data Points in a Custom Date Range
  86. 81. How to Add a Date Period Notification to a Dashboard
  87. 82. How to Turn Data Normalization On and Off
    1. How to Toggle Between Actual and Normalized Data
  88. 83. How to Add a Filter(s) in Use Alert to a Dashboard
    1. How to Use Level of Detail Expressions to Know When a Dataset Is Being Filtered
  89. 84. How to Add Custom Integrated Insights to a Dashboard
    1. How to Add Actionable Insights and Recommendations with Parameters
  90. 85. How to Make Automated Insights in Tableau
    1. An Example of Automatic Insights in Tableau
    2. How to Concatenate Strings or Text Fields in Tableau
    3. Using LODs to Create an Automatic Insight to Compare Against a Benchmark
  91. 86. How to Make Color-Coded Navigation Using Dashboard Actions
    1. How to Convert a Highlight Table into a Navigation + Color Legend
  92. 87. How to Make a Parameterized Scatter Plot
    1. How to Let Your Audience Build Their Own Scatter Plot in Tableau
  93. 88. How to Make a Global Filters Tab
    1. How to Clean Up Dashboards by Moving Filters to Their Own Worksheet
  94. 89. How to Make Indicators with Custom Shape Palettes
    1. How to Create an Engaging, Explanatory View by Using Custom Shapes
    2. Add Value with Tableau’s Viz in Tooltip Feature and/or Dashboard Actions
  95. 90. How to Make a Timeline When Events Overlap
    1. How to Make a Jittered Timeline in Tableau
    2. How to Make an Axis Range for a Tableau Timeline
  96. 91. How to Change Sort Order with Buttons in Tableau
    1. How to Simultaneously Change the Sort Order Across Multiple Sheets
  97. 92. 3 Innovative Ways to Use Transparent Sheets: Tip 1
    1. Add Context to Callout Numbers
  98. 93. 3 Innovative Ways to Use Transparent Sheets: Tip 2
    1. Add Context to Line Graphs by Adding a Timeline of Key Events
  99. 94. 3 Innovative Ways to Use Transparent Sheets: Tip 3
    1. Add Context to Scatter Plots by Coloring Quadrants
  100. 95. 3 Innovative Ways to Use Set Actions: Tip 1
    1. How to Do Button Swapping in Tableau
  101. 96. 3 Innovative Ways to Use Set Actions: Tip 2
    1. How to Drill into a Single Row
  102. 97. 3 Innovative Ways to Use Set Actions: Tip 3
    1. How to Create Persistent Comparison Sets
      1. How to Create Segments on the Fly with Set Actions
  103. 98. 3 Innovative Ways to Integrate Other Products: Tip 1
    1. How to Complement Dashboard Design with Third-Party Design Elements
  104. 99. 3 Innovative Ways to Integrate Other Products: Tip 2
    1. 3 Ways to Use Google with Dashboard Actions
      1. How to Add a URL Dashboard Action to a Tableau Dashboard
      2. Ways to Integrate Google with Tableau URL Actions
  105. 100. 3 Innovative Ways to Integrate Other Products: Tip 3
    1. How to Make a Commenting System with Google Forms Integration
  106. Chapter 201
  107. Index

Product information

  • Title: Innovative Tableau
  • Author(s): Ryan Sleeper
  • Release date: May 2020
  • Publisher(s): O'Reilly Media, Inc.
  • ISBN: 9781492075653