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Tableau 10.0 Best Practices

Book Description

Develop a deep understanding of Tableau 10.0 and get to know tricks to understand your data

About This Book

  • Quickly learn tips, tricks, and best practices about Tableau from Tableau masters
  • Whether it is data blending or complex calculations, you can solve your problem with ease and confidence; no more searching for a help doc or waiting for support
  • If you want to quickly master Tableau, then this book is for you

Who This Book Is For

This book is for Tableau users who have a basic to average understanding of the various features available in Tableau. You'll find this book useful if you spend a lot of time conducting data analysis and visualizations with Tableau.

What You Will Learn

  • Connect to variety of data (cloud and local) and blend it in an efficient way for fast analytics
  • Advanced calculations such as LOD calculations and Table calculations
  • See advanced use cases of Parameter, Sorting, and Filters
  • Get practical tips on how to format dashboards following the Zen of dashboard design
  • See examples of a variety of visualizations such as cohort analysis, Jitters chart, and multiple small charts
  • See the new features in Tableau 10—cross data source filter, worksheet as tooltip, cluster, and custom territory

In Detail

Tableau has emerged as an industry leader in the field of data discovery and business analytic software solutions. While there is a lot of information on how to use the tool, most Tableau users are faced with the challenge on how it can be effectively used to derive meaningful business insights from the uncharted territory of data.

This book will give you useful tips from Tableau masters learned from years of experience working with Tableau. You’ll start by getting your data into Tableau, move on to generating progressively complex visualizations, and end with finishing touches and packaging your work for distribution.

Inside you will learn the exact steps required to solve complex real-life problems. Whether it is data blending or complex calculations, you can solve your problem with ease and confidence; no more searching for Help doc or waiting for support. This book will help you make the most of Tableau and become a Tableau expert.

Style and approach

The book will show you hacks to solve complex real-life problems. This book will help you make the most of Tableau and become a Tableau expert. This book is packed with lots of real-life problems with step-by-step instructions from Tableau experts.

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 10.0 Best Practices
    1. Tableau 10.0 Best Practices
    2. Credits
    3. About the Author
    4. About the Reviewers
    5. www.PacktPub.com
      1. Why subscribe?
    6. Preface
      1. Introduction
      2. What this book covers 
      3. What you need for this book 
      4. Who this book is for 
      5. Conventions 
      6. Reader feedback
      7. Customer support 
        1. Downloading the example datasets
        2. Errata
        3. Piracy
        4. Questions
    7. 1. Data Extraction
      1. Different ways of creating Tableau data extracts
        1. Direct connect to original data sources
        2. Duplicate of an extract
        3. Connecting to a Tableau extract file
      2. Technical details of how a Tableau data extract works
        1. Tableau data extract's design principle
        2. Benefits of using Tableau data extracts
      3. Creating extract with large volume of data efficiently
        1. Loading a very large Excel file to Tableau
        2. Aggregating the values to higher dimension
        3. Using data source filter
        4. Hiding unused fields
      4. Uploading and managing Tableau data extract in Tableau online
        1. Creating workbook just for extracts
        2. Using default project
        3. Making sure Tableau online/server has enough space
      5. Refreshing Tableau data extracts
        1. Refreshing published extracts locally
        2. Schedule data extract refresh in Tableau Online
        3. Incremental refresh
      6. Using Tableau web connector to create data extract
        1. What is Tableau web connector?
        2. How to use Tableau web connector?
        3. Is the Tableau web connection live?
        4. Are there any Tableau web connection available?
      7. Summary
    8. 2. Data Blending
      1. Primary versus secondary data source in data blending
      2. Data blending versus join
        1. When to use data blending instead of joining
        2. Differences between data blending and join
      3. Potential issues of using data blending and quick fix
        1. Blend on date
        2. Use table calculations to aggregate blended data
      4. Use cases of solving different business problems by blending the same data in different ways
        1. Performing Blend on single field versus multiple fields
        2. Self-blending
      5. Domain padding
      6. Using Alteryx to blend large volume of data efficiently
        1. Getting started with Alteryx
        2. Benefit of Alteryx
      7. Summary
    9. 3. Calculation/Parameter
      1. Table calculations
        1. Overview
        2. Key concepts
          1. Understand addressing and partitioning
          2. Understanding At the Level
          3. Understanding At the Level options
        3. Table calculation functions
        4. Understand rank functions
      2. LOD calculations
        1. Overview
        2. Key Concepts
        3. LOD Functions
        4. LOD Use Cases
          1. LOD Remix
          2. LOD and Totals
          3. LOD nesting
        5. LOD limitations
      3. Date calculations
        1. Using Date Tableau calculation to hide parts of the date
      4. String calculations
        1. Getting last name from an email
        2. Getting street number from address
        3. Counting number of words in a string
        4. Total for count distinct
        5. Alternatives for count distinct
        6. Data blending limitation with COUNTD
      5. Custom Total
        1. Custom Grand Total
        2. Another Way of Custom Grand Total
      6. Dynamic parameter
      7. Summary
    10. 4. Sort and Filter
      1. Different types of sorting
      2. Sort by calculated field
      3. Different types of filters
        1. Data source filter
        2. Context filter
        3. Traditional filter
        4. Filter order
      4. Filtering by calculated fields
        1. Top N Rank
        2. Top and bottom percentage
        3. Filter without losing context
        4. Filter with self-blending
      5. Filter, group and set
      6. Cascading filter
      7. Dynamic set and filter
      8. Summary
    11. 5. Formatting
      1. Tooltip
        1. Custom logo in a tooltip
          1. Chart in a tooltip
      2. Formatting individual measure
        1. Colour code individual measure
        2. Fill cell with different color
      3. Date formatting
        1. Time range
      4. Reference line
        1. Reference line with 45 degree
      5. Sheet selection
      6. Dashboard actions
        1. Action on blended field
        2. Exclude filter action
      7. Tips for color blind
      8. Summary
    12. 6. Visualization
      1. Custom shape
      2. Bar and line charts
      3. Treemap bar chart
      4. Stacked bar chart issue and workaround
      5. Scatterplot
      6. Waffle chart
      7. Jitter chart
      8. Circle chart
      9. Network graph
      10. Calendar heat map
      11. Multiple small maps
      12. Cohort analysis
      13. Visualize survey data
        1. Qualtrics web data connector
        2. Analyze different types of survey questions
      14. Summary
    13. 7. Dashboard
      1. The zen of dashboard design
      2. The five-second test of a dashboard
      3. Reviewing a dashboard
      4. Dashboard navigation
      5. Embedding YouTube videos
      6. Hiding information on a Tableau dashboard
      7. Summary
    14. 8. Performance
      1. Auto update
      2. Filter
      3. Calculation
      4. Data extract
      5. Blending and Join
      6. Data source
      7. Visualization
      8. Dashboard
      9. Summary
    15. 9. Permission
      1. Permission hierarchy
        1. Sites
        2. Projects
        3. Groups
        4. Users
        5. Workbooks and data sources
      2. Inherit permissions in permission hierarchy
      3. Best practices
        1. Create a group for admins
        2. Brainstorm security model
        3. Inheriting permissions
        4. Start simple
        5. Avoid custom permissions
        6. Regular review
      4. Summary
    16. 10. New features in Tableau 10
      1. More data connections
      2. Cross data set filter
      3. Geo group
      4. Cross database join
      5. Workbook formatting
      6. Device specific design
      7. Summary