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Tableau 10 Business Intelligence Cookbook

Book Description

Create powerful, effective visualizations to help analyze your data with Tableau 10 by your side

About This Book

  • Cook your favorite Tableau 10 business intelligence recipe with the help of this easy-to-follow book
  • Build beautiful, interactive dashboards and visualizations in Tableau 10 that help you make informed decisions
  • This rich collection of independent recipes cover everything needed to become an advanced Tableau user and get an edge over other Tableau users

Who This Book Is For

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

What You Will Learn

  • Become familiar with the Tableau interface
  • Build basic to more advanced charts with step-by-step recipes
  • Use filters, calculated fields, parameters, and actions to add interactivity to charts and dashboards
  • Prepare and transform data for analysis using Tableau’s built-in tools and functions
  • Create effective and compelling dashboards and story points
  • Leverage Tableau’s mapping capabilities to visualize location and shape data
  • Integrate analytics and forecasting to enhance data analysis
  • Get to know tips and tricks to work more quickly and effectively in Tableau
  • Increase your confidence and competence in creating rich, interactive visualizations in Tableau

In Detail

Tableau is a software tool that can speed up data analysis through its rich visualization capabilities, and help uncover insights for better and smarter decision making. This book is for the business, technology, data and analytics professionals who use and analyze data and data-driven approaches to support business operations and strategic initiatives in their organizations.

This book provides easy-to-follow recipes to get the reader up and running with Tableau 10, and covers basic to advanced use cases and scenarios. The book starts with building basic charts in Tableau and moves on to building more complex charts by incorporating different Tableau features and interactivity components. There is an entire chapter dedicated to dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered.

By the end of this book, you’ll have gained confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau.

Style and approach

This book is a collection of independent recipes that cover a wide range of options for data visualization on offer with Tableau. With the help of the recipes in this book, you can explore Tableau and pick the business intelligence solution that’s best suited for your needs.

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. Tableau 10 Business Intelligence Cookbook
    1. Table of Contents
    2. Tableau 10 Business Intelligence Cookbook
    3. Credits
    4. About the Author
    5. Acknowledgements
    6. About the Reviewer
    7. www.PacktPub.com
      1. eBooks, discount offers, and more
        1. Why Subscribe?
    8. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Sections
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more…
        5. See also
      5. Conventions
      6. Reader feedback
      7. Customer support
        1. Downloading the workbook starters
        2. Errata
        3. Piracy
        4. Questions
    9. 1. Basic Charts
      1. Introduction
      2. Creating a bar chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Creating a stacked bar chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Creating a line chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Creating a scatter plot
        1. Getting ready
        2. How to do it...
        3. How it works...
      6. Creating a heat map
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Creating a text table (crosstab)
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Creating a highlight table
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      9. Creating an area chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      10. Creating a pie chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      11. Creating a bubble chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      12. Creating a word cloud
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      13. Creating a tree map
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    10. 2. Advanced Charts
      1. Introduction
      2. Creating a histogram
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      3. Creating a small multiple chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Creating a shared axis chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Creating a combo chart (dual axis chart)
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Creating a bullet chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Creating a bar in bar chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Creating a donut chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Creating a unit chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      10. Creating a box and whisker chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      11. Creating a sparkline with indicators
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      12. Creating a KPI text table
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      13. Creating a waterfall chart
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      14. Creating a population pyramid
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    11. 3. Interactivity
      1. Introduction
      2. Creating a motion chart
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more…
        5. See also
      3. Creating a dynamic column/row trellis chart
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. See also
      4. Creating a top/bottom N filter
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. See also
      5. Comparing one to everything else
        1. Getting ready
        2. How to do it...
        3. How it works…
        4. There's more...
        5. See also
      6. Dynamically displaying dimensions
        1. Getting ready
        2. How to do it...
        3. How it works…
        4. See also
      7. Dynamically displaying and sorting measures
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more…
        5. See also
      8. Creating a custom date period filter
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. See also
    12. 4. Dashboards and Story Points
      1. Introduction
      2. Creating a filter action
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      3. Creating a highlight action
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      4. Creating a URL action
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Creating an Infographic-like dashboard
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Creating story points
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
    13. 5. Maps and Geospatial Visualization
      1. Introduction
      2. Adding data layers to map
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      3. Creating custom territories
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See Also
      4. Working with Web Map Service (WMS)
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Using path to display movement in map
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Mapping custom polygons
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Importing custom geocoding
        1. Getting ready
        2. How to do it...
        3. How it works...
      8. Using a custom image background
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
    14. 6. Analytics
      1. Introduction
      2. Adding a constant line
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      3. Adding a trend line
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Using a reference line
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      5. Adding a reference band
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      6. Performing cluster analysis
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Visualizing forecast
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Performing linear regression with R
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
    15. 7. Data Preparation
      1. Introduction
      2. Using the Data Interpreter and pivot
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Using the legacy Jet driver
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Using schema.ini to resolve data type issues
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Pivoting columns
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      6. Using union
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      7. Using join
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Using blend
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    16. A. Calculated Fields Primer
      1. Different ways to create calculated fields
      2. Calculated field window
      3. Functions in Tableau
      4. Function syntax
      5. Word of caution
      6. Different types of calculated fields
        1. Regular calculated fields
          1. Row level
          2. Group level (or aggregation)
          3. Row level versus aggregations
        2. Table calculations
        3. Level of detail expressions
          1. FIXED
          2. INCLUDE
          3. EXCLUDE
        4. Significance of LODs
        5. Order of operations
        6. Deep dive
      7. Dealing with NULLs
      8. Tidbits
        1. Cannot mix aggregate and non-aggregate arguments
        2. Discrete fields in measures
        3. How ATTR works
      9. Conclusion
    17. B. Resources
      1. Data sources for recipes in this book
      2. Articles and white papers
      3. Blogs and additional resources
    18. Index