Book description
Build, design and improve advanced business intelligence solutions using Tableau's latest features, including Tableau Prep, Tableau Hyper, and Tableau Server
Key Features
- Master new features in Tableau 2019.1 to solve real-world analytics challenges
- Perform Geo-Spatial Analytics, Time Series Analysis, and self-service analytics using real-life examples
- Build and publish dashboards and explore storytelling using Python and MATLAB integration support
Book Description
Tableau is one of the leading business intelligence (BI) tools used to solve BI and analytics challenges. With this book, you will master Tableau's features and offerings in various paradigms of the BI domain.
This book is also the second edition of the popular Mastering Tableau series, with new features, examples, and updated code. The book covers essential Tableau concepts and its advanced functionalities. Using Tableau Hyper and Tableau Prep, you'll be able to handle and prepare data easily. You'll gear up to perform complex joins, spatial joins, union, and data blending tasks using practical examples. Following this, you'll learn how to perform data densification to make displaying granular data easier. Next, you'll explore expert-level examples to help you with advanced calculations, mapping, and visual design using various Tableau extensions. With the help of examples, you'll also learn about improving dashboard performance, connecting Tableau Server, and understanding data visualizations. In the final chapters, you'll cover advanced use cases such as Self-Service Analytics, Time Series Analytics, and Geo-Spatial Analytics, and learn to connect Tableau to R, Python, and MATLAB.
By the end of this book, you'll have mastered the advanced offerings of Tableau and be able to tackle common and not-so-common challenges faced in the BI domain.
What you will learn
- Get up to speed with various Tableau components
- Master data preparation techniques using Tableau Prep
- Discover how to use Tableau to create a PowerPoint-like presentation
- Understand different Tableau visualization techniques and dashboard designs
- Interact with the Tableau server to understand its architecture and functionalities
- Study advanced visualizations and dashboard creation techniques
- Brush up on powerful Self-Service Analytics, Time Series Analytics, and Geo-Spatial Analytics
Who this book is for
This book is designed for business analysts, BI professionals and data analysts who want to master Tableau to solve a range of data science and business intelligence problems. The book is ideal if you have a good understanding of Tableau and want to take your skills to the next level.
Table of contents
- Title Page
- Copyright and Credits
- About Packt
- Contributors
- Preface
- Section 1: Tableau Concepts, Basics
- Getting Up to Speed - A Review of the Basics
- All About Data - Getting Your Data Ready
- Tableau Prep
-
All About Data - Joins, Blends, and Data Structures
- Introduction to joins
- Introduction to complex joins
- Exercise: observing join culling
- Introduction to join calculations
- Introduction to spatial joins
- Introduction to unions
- Understanding data blending
- Order of operations
- No dimensions from a secondary source
- Introduction to scaffolding
- Introduction to data structures
- Exercise: adjusting the data structure for different questions
- Summary
-
All About Data - Data Densification, Cubes, and Big Data
- Introduction to data densification
- Domain completion
- Deployment of domain completion
- Usefulness of domain completion
- Domain padding
- Working with cubes
- The deprecation of cubes
- Tableau and big data
- Addressing Excel's row limitation
- Massively parallel processing
- Building a visualization with Google BigQuery
- Summary
- Table Calculations
- Level of Detail Calculations
- Section 2: Advanced Calculations, Mapping, Visualizations
- Beyond the Basic Chart Types
-
Mapping
- Extending Tableau's mapping capabilities without leaving Tableau
- Extending Tableau mapping with other technology
- Exercise: connecting to a WMS server
- Exploring the TMS file
- Exploring Mapbox
- Accessing different maps with a dashboard
- Creating custom polygons
- Converting shape files for Tableau
- Exercise: polygons for Texas
- Heatmaps
- Summary
- Tableau for Presentations
- Visualization Best Practices and Dashboard Design
- Advanced Analytics
-
Improving Performance
- Understanding 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
- Single Data Source > Joining > Blending
- Three ways Tableau connects to data
- Using referential integrity when joining
- Advantages of blending
- Efficiently working with data sources
- Tuning data sources
- Working efficiently with large data sources
- Intelligent extracts
- Understanding the Tableau data extract
- Constructing an extract for optimal performance
- Exercise: summary aggregates for improved performance
- Optimizing extracts
- Exercise: materialized calculations
- Using filters wisely
- Extract filter performance
- Data source filter performance
- Context filters
- Dimension and measure filters
- Table-calculation filters
- Efficient calculations
- Boolean/Numbers > Date > String
- Additional performance considerations
- Avoid overcrowding a dashboard
- Fixing dashboard sizing
- Setting expectations
- Summary
- Section 3: Connecting Tableau to R, Python, and Matlab
-
Interacting with Tableau Server
- Tableau file types
- Tableau data source
- Tableau packaged data source
- Tableau workbook
- Tableau packaged workbook
- Other file types
- Tableau Server architecture
- Tableau Server architecture approaches to avoid
- Tableau Server architecture approaches to adopt
- Tableau Server revision history
- Tableau Server web-authoring environment
- Basic web-authoring instructions
- Capabilities and limitations of web-authoring
- Comparing Tableau Desktop and web-authoring
- User filters
- Performance-recording dashboard
- Exercise: exploring Performance Recording on Tableau Server
- More Tableau Server settings
- Summary
-
Programming Tool Integration
- The architecture
- R installation and integration
- Installation
- Using R functions
- Introduction to correlations
- Introduction to regression analysis
- Introduction to clustering
- Introduction to quantiles
- Troubleshooting in Tableau and R
- Examples of troubleshooting in Tableau and R
- R scripts and Tableau table calculations
- Python installation and integration
- Using Python functions
- Introduction to sentiment analysis
- MATLAB installation and integration
- Summary
- Other Books You May Enjoy
Product information
- Title: Mastering Tableau 2019.1 - Second Edition
- Author(s):
- Release date: February 2019
- Publisher(s): Packt Publishing
- ISBN: 9781789533880
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