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Tableau 10 Bootcamp

Book Description

Sharpen your data visualization skills with Tableau 10 Bootcamp.

About This Book

  • Make informed decisions using powerful visualizations in Tableau
  • Learn effective data storytelling to transform how your business uses ideas
  • Use this extensive bootcamp that makes you an efficient Tableau user in a short span of time

Who This Book Is For

This book caters to business, data, and analytics professionals who want to build rich interactive visualizations using Tableau Desktop. Familiarity with previous versions of Tableau will be helpful, but not necessary.

What You Will Learn

  • Complete practical Tableau tasks with each chapter
  • Build different types of charts in Tableau with ease
  • Extend data using calculated fields and parameters
  • Prepare and refine data for analysis
  • Create engaging and interactive dashboards
  • Present data effectively using story points

In Detail

Tableau is a leading visual analytics software that can uncover insights for better and smarter decision making. Tableau has an uncanny ability to beautify your data, compared to other BI tools, which makes it an ideal choice for performing fast and easy visual analysis.

Tableau 10 Bootcamp delivers practical learning modules in manageable chunks. Each chunk is delivered in a “day” and each “day” is a productive day. Each day builds your competency in Tableau. You will increase your competency in integrating analytics and forecasting to enhance data analysis during the course of this bootcamp.

Each chapter presents core concepts and key takeaways about a topic in Tableau and provides a series of hands-on exercises. In addition to these exercises, at the end of the chapter, you will find self-check quizzes and extra drills to challenge you, to take what you learned to the next level. To summarize, this book will equip you with step-by-step instructions through rigorous tasks, practical callouts, and various real-world examples and assignments to reinforce your understanding of Tableau 10.

Style and approach

A fast paced book filled with highly-effective real-world examples to help you build new things and help you in solving problems in newer and unseen ways.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Conventions
    4. Reader feedback
    5. Customer support
      1. Downloading the example code
      2. Downloading the color images of this book
      3. Errata
      4. Piracy
      5. Questions
  2. Creating Your First Visualization and Dashboard
    1. Connecting to data
    2. Foundations for building visualizations
      1. Measures and dimensions
      2. Discrete and continuous
        1. Discrete fields
        2. Continuous fields
    3. Visualizing data
    4. Creating bar charts
      1. Iterations of bar charts for deeper analysis
    5. Line charts
      1. Iterations offline charts for deeper analysis
    6. Creating geographic visualizations
      1. Filled maps
      2. Symbol maps
    7. Using Show Me
    8. Bringing everything together in a dashboard
      1. Building your dashboard
    9. Summary
  3. Interactivity
    1. Creating a motion chart
    2. Creating a dynamic column/row trellis chart
    3. Creating a top/bottom N filter
    4. Comparing one to everything else
      1. LOD expressions
    5. Dynamically displaying dimensions
    6. Dynamically displaying and sorting measures
    7. Summary
  4. Moving from Foundational to More Advanced Visualizations
    1. Comparing values across different dimensions
      1. Bar charts
      2. Bar chart variations
        1. Bullet chart - Showing progress towards a goal
        2. Bar in Bar charts
        3. Highlighting categories of interest
    2. Visualizing dates and times
      1. The built-in date hierarchy
      2. Variations of date and time visualizations
      3. Gantt charts
    3. Relating parts of the data to the whole
      1. Stacked bars
      2. Treemaps
      3. Area charts
      4. Pie charts
    4. Visualizing distributions
      1. Circle charts
        1. Jittering
      2. Box and whisker plots
      3. Histograms
    5. Visualizing multiple axes to compare different measures
      1. Scatterplot
      2. Dual axis
      3. Combination charts
    6. Summary
  5. Dashboards and Story Points
    1. Creating a filter action
    2. Creating a URL action
    3. Creating an infographic-like dashboard
    4. Creating story points
    5. Summary
  6. Data Preparation
    1. Using the Data Interpreter and pivots
    2. Using the legacy Jet driver
    3. Using schema.ini to resolve data type issues
    4. Pivoting columns
    5. Using unions
    6. Using join
    7. Using blends
    8. Summary
  7. Using Row-Level, Aggregate, and Level of Detail Calculations
    1. Creating and editing calculations
    2. Level of detail calculations
      1. Level of detail syntax
      2. Level of detail example
    3. Parameters
      1. Creating parameters
    4. Ad hoc calculations
    5. Performance considerations
    6. Summary
  8. Table Calculations
    1. Overview of table calculations
      1. Creating and editing table calculations
    2. Quick table calculations
    3. Relative versus fixed
    4. Scope and direction
      1. Working with scope and direction
    5. Addressing and partitioning
    6. Advanced addressing and partitioning
    7. Custom table calculations
    8. Data densification
      1. When and where data densification occurs
      2. Leveraging data densification
    9. Summary
  9. Formatting Visualizations to Look Great and Work Well
    1. Formatting considerations
    2. Understanding how formatting works in Tableau
      1. Worksheet-level formatting
      2. Field-level formatting
      3. Additional formatting options
    3. Adding value to visualizations
      1. Tooltips
    4. Summary
  10. Advanced Visualizations, Techniques, Tips, and Tricks
    1. Advanced visualizations
      1. Slope chart
      2. Lollipop chart
      3. Waterfall chart
      4. Sparklines
      5. Dumbbell chart
      6. Unit chart/symbol chart
      7. Marimekko chart
    2. Sheet swapping and dynamic dashboards
      1. Dynamically showing and hiding other controls
    3. Advanced mapping techniques
      1. Supplementing the standard in geographic data
      2. Manually assigning geographic locations
      3. Creating custom territories
        1. Ad-hoc custom territories
        2. Field-defined custom territories
      4. Some final map tips
    4. Using background images
    5. Animation
    6. Summary
  11. Sharing Your Data Story
    1. Presenting, printing, and exporting
      1. Presenting
      2. Printing
      3. Exporting
    2. Sharing with users
      1. Sharing with Tableau Desktop users
      2. Sharing with Tableau Reader users
    3. Sharing with users of Tableau Server, Tableau Online, and Tableau Public
      1. Publishing to Tableau Public
      2. Publishing to Tableau Server and Tableau Online
      3. Interacting with Tableau Server
    4. Additional distribution options using Tableau Server
    5. Summary