Tableau 2019.x Cookbook

Tableau 2019.x Cookbook

by Dmitry Anoshin, Teodora Matic, Slaven Bogdanovic, Tania Lincoln, Dmitrii Shirokov
Released January 2019
Publisher(s): Packt Publishing
ISBN: 9781789533385

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Book description

Perform advanced dashboard, visualization, and analytical techniques with Tableau Desktop, Tableau Prep, and Tableau Server

Key Features

  • Unique problem-solution approach to aid effective business decision-making
  • Create interactive dashboards and implement powerful business intelligence solutions
  • Includes best practices on using Tableau with modern cloud analytics services

Book Description

Tableau has been one of the most popular business intelligence solutions in recent times, thanks to its powerful and interactive data visualization capabilities. Tableau 2019.x Cookbook is full of useful recipes from industry experts, who will help you master Tableau skills and learn each aspect of Tableau's ecosystem.

This book is enriched with features such as Tableau extracts, Tableau advanced calculations, geospatial analysis, and building dashboards. It will guide you with exciting data manipulation, storytelling, advanced filtering, expert visualization, and forecasting techniques using real-world examples. From basic functionalities of Tableau to complex deployment on Linux, you will cover it all. Moreover, you will learn advanced features of Tableau using R, Python, and various APIs. You will learn how to prepare data for analysis using the latest Tableau Prep. In the concluding chapters, you will learn how Tableau fits the modern world of analytics and works with modern data platforms such as Snowflake and Redshift. In addition, you will learn about the best practices of integrating Tableau with ETL using Matillion ETL.

By the end of the book, you will be ready to tackle business intelligence challenges using Tableau's features.

What you will learn

  • Understand the basic and advanced skills of Tableau Desktop
  • Implement best practices of visualization, dashboard, and storytelling
  • Learn advanced analytics with the use of build in statistics
  • Deploy the multi-node server on Linux and Windows
  • Use Tableau with big data sources such as Hadoop, Athena, and Spectrum
  • Cover Tableau built-in functions for forecasting using R packages
  • Combine, shape, and clean data for analysis using Tableau Prep
  • Extend Tableau's functionalities with REST API and R/Python

Who this book is for

Tableau 2019.x Cookbook is for data analysts, data engineers, BI developers, and users who are looking for quick solutions to common and not-so-common problems faced while using Tableau products. Put each recipe into practice by bringing the latest offerings of Tableau 2019.x to solve real-world analytics and business intelligence challenges. Some understanding of BI concepts and Tableau is required.

Table of contents

  1. Title Page
  2. Copyright and Credits
    1. Tableau 2019.x Cookbook
  3. About Packt
    1. Why subscribe?
    2. Packt.com
  4. Foreword
  5. Dedication
  6. Contributors
    1. About the authors
    2. About the reviewers
    3. Packt is searching for authors like you
  7. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the example code files
      2. Download the color images
      3. Conventions used
    4. Sections
      1. Getting ready
      2. How to do it…
      3. How it works…
      4. There's more…
      5. See also
    5. Get in touch
      1. Reviews
  8. Getting Started with Tableau Software
    1. Technical requirements
    2. Introduction to Tableau
    3. Connecting to the data
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also                    
    4. Building a bar chart using Show Me
      1. Getting ready
      2. How to do it…
        1. Creating a chart using Show Me
        2. Sorting the chart        
      3. How it works...
      4. There's more…
      5. See also
    5. Building a text table
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    6. Adding filters
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    7. Adding color        
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    8. Building a tree map
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more…
      5. See also
    9. Building a map
      1. Getting ready
      2. How to do it…
        1. Creating a map with circles
        2. Creating a map with a color gradient
      3. How it works...
      4. There's more…
      5. See also
    10. Building a dual-axis map
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    11. Customizing tooltips
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
  9. Data Manipulation
    1. Technical requirements           
    2. Introduction
    3. Joining data sources
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    4. Adding a secondary data source
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    5. Data blending
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5.  See also
    6. Data union
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    7. Using Tableau Pivot
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    8. Preparing data
      1. Getting ready
      2. How to do it…
        1. Splitting fields
        2. Converting measures into dimensions
        3. Renaming fields
        4. Adding aliases
      3. How it works...
      4. There's more…
      5. See also
  10. Tableau Extracts
    1. Introduction
    2. Overview of different file formats in Tableau
      1. How to do it...
        1. Tableau Workbook (TWB)
        2. Tableau Packaged Workbook 
        3. Tableau Bookmark 
        4. Tableau Data Extract
        5. Hyper
      2. How it works...
        1. Tableau Workbook 
        2. Tableau Packaged Workbook (TWBX)
        3. Tableau Bookmark (TBM)
    3. Creating a data source extract
      1. Getting ready
      2. How to do it...
        1. Connecting to data
        2. Creating an extract
        3. Optional settings for extracts
      3. How it works...
      4. There's more...
      5. See also
    4. Configuring an incremental extract
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    5. Upgrading to Hyper
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    6. Creating extracts using cross-database joins
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Troubleshooting extracts with Tableau Server
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
  11. Tableau Desktop Advanced Calculations
    1. Technical requirements
    2. Introduction
    3. Creating calculated fields
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    4. Implementing quick table calculations
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also    
    5. Creating and using groups
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    6. Creating and using sets
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    7. Creating and using parameters
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    8. Implementing the basics of level of detail expressions
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also                                   
    9. Using custom geocoding       
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    10. Using polygons for analytics
      1. Getting ready
      2. How to do it…                                                    
      3. How it works...
      4. There's more…
      5. See also
  12. Tableau Desktop Advanced Filtering
    1. Technical requirements
    2. Introduction
    3. Implementing a top N filter
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    4. Adding filters to context
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    5. Creating a measure filter
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There’s more…
      5. See also
    6. Creating date range filters
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    7. Creating relative dates filters
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    8. Implementing table calculation filters
      1. Getting ready 
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    9. Implementing action filters 
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
  13. Building Dashboards
    1. Technical requirements
    2. Introduction
    3. Creating a dashboard
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    4. Formatting a dashboard
      1. Getting ready
      2. How to do it…
        1. Setting and formatting dashboard title
        2. Formatting worksheet titles
        3. Formatting text objects
        4. Formatting the dashboard background
      3. How it works...
      4. There's more…
      5. See also
    5. Setting filters
      1. Getting ready
      2. How to do it…
        1. Setting filters through the dashboard
        2. Setting filters through the worksheet
        3. Filtering by worksheets in the dashboard – action filters
      3. How it works...
      4. There's more…
      5. See also
    6. Setting filters across various data sources
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    7. Adding highlight actions
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    8. Setting layouts
      1. Getting ready
      2. How to do it…
        1. Setting a fixed size
        2. Setting the automatic size
        3. Setting the range size
        4. Adding a device layout
        5. Customizing the device layout
      3. How it works...
      4. There's more…
      5. See also
    9. Building a self-service dashboard
      1. Getting ready
      2. How to do it…
        1. Switching between dimensions with parameters
        2. Adding a hyperlink to an image object
        3. Adding a web page to the dashboard
        4. Adding an action filter
      3. How it works...
      4. There's more…
      5. See also
  14. Telling a Story with Tableau
    1. Technical requirements
    2. Introduction
    3. Creating a Tableau story
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more...
      5. See also
    4. Setting the narrative of the Story
      1. Getting ready
      2. Conflict
        1. How to do it…
        2. How it works...
      3. Development 
        1. How to do it…
        2. How it works...
      4. Climax
        1. How to do it…
        2. How it works...
      5. Resolution
        1. How to do it…
        2. How it works...
      6. There's more...
      7. See also
    5. Choosing the right charts
      1. Getting ready
      2. How to do it…
      3. How it works
      4. There’s more…
      5. See also 
    6. Writing effective headlines
      1. Getting ready
      2. How to do it…
      3. How it works...
    7. Recommendation and executive summary
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    8. Formatting the Story
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more...
      5. See also
  15. Tableau Visualization
    1. Technical requirements
    2. Introduction
    3. Dual axis waterfall chart
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    4. Pareto chart
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    5. Bump chart
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    6. Sparklines chart
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    7. Donut chart
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    8. Motion chart
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also 
  16. Tableau Advanced Visualization
    1. Technical requirements
    2. Introduction
    3. Lollipop charts
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    4. Sankey diagrams
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    5. Marimekko charts
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    6. Hex-Tile maps
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. See also
    7. Waffle charts
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
  17. Tableau for Big Data
    1. Technical requirements
    2. Introduction
    3. Connecting with Amazon Redshift
      1. Getting ready
      2. How to do it…
        1. Creating an AWS account
        2. Creating an IAM role
      3. How it works…
    4. Launching an Amazon Redshift cluster
      1. How to do it…
      2. How it works…
      3. There's more…
    5. Connecting a Redshift cluster
      1. How to do it…
      2. How it works…
      3. There's more…
    6. Loading sample data into the Redshift cluster
      1. How to do it…
      2. How it works…
      3. There's more…
    7. Connecting Redshift with Tableau
      1. How to do it…
      2. How it works…
    8. Creating a Tableau report
      1. How to do it…
      2. How it works…
      3. There's more…
    9. Tuning Redshift for efficient Tableau performance
      1. How to do it...
      2. How it works...
      3. There's more…
      4. See also
    10. Connecting to Amazon Redshift Spectrum
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    11. Connecting to Snowflake
      1. Getting ready
      2. How to do it…
      3. How it works...
    12. Using SnowSQL CLI
      1. How to do it…
      2. How it works…
    13. Connecting Tableau to Snowflake
      1. How to do it…
      2. How it works…
    14. Connecting big data
      1. How to do it…
      2. How it works…
      3. There's more…
    15. Accessing semi–structured data
      1. How to do it…
      2. How it works...
      3. There's more…
      4. See also
    16. Connecting Amazon Elastic MapReduce with Apache Hive
      1. Getting ready
      2. How to do it...
      3. How it works...
    17. Creating sample data
      1. How to do it...
      2. How it works...
      3. There’s more…
      4. See also
    18. Connect Tableau with  Apache Hive
      1. How to do it…
      2. How it works…
      3. There's more…
      4. See also
  18. Forecasting with Tableau
    1. Technical requirements
    2. Introduction
    3. Basic forecasting and statistical inference
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    4. Forecasting on a dataset with outliers
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    5. Using R within Tableau
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more...
      5. See also
    6. Forecasting based on multiple regression
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    7. Regression with random forest
      1. Getting ready
      2. How to do it…
      3. How it works...
      4.  There's more…
      5. See also
    8. Time series forecasting
      1. Getting ready
      2. How to do it…
      3. How it works...
      4.  There's more…
      5. See also
  19. Advanced Analytics with Tableau
    1. Technical requirements
    2. Introduction
    3. Running segmentation analysis
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more...
      5. See also
    4. Discovering the latent structure of the dataset
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more…
      5. See also
    5. Extracting the structure beneath discrete variables
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more...
      5. See also
    6. Data mining with tree-based models
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more
      5. See also
    7. Identifying anomalies in data
      1. Getting ready
      2. How to do it…
      3. How it works...
      4. There's more...
      5. See also
  20. Deploy Tableau Server
    1. Technical requirements
    2. Introduction
    3. Deploying Tableau Server in Windows
      1. Getting ready
      2. How to do it...
      3. How it works…
      4. There's more…
      5. See also
    4. Deploying to Tableau Server
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more…
      5. See also
    5. Deploying Tableau Server on Linux using AWS
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more…
      5. See also
    6. Getting started with Tabcmd
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more…
      5. See also
  21. Tableau Troubleshooting
    1. Technical requirements
    2. Introduction
    3. Performance recording
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
      5. See also
    4. Performance troubleshooting and best practices
      1. How to do it...
      2. Limiting your data source
        1. Filtering out cases in the database
        2. Filtering out variables
        3. Making extracts
      3. Being cautious with filters
      4. Keeping an eye on the calculations
      5. Optimizing your visualizations
      6. How it works...
      7. There's more...
      8. See also
    5. Troubleshooting through log files
      1. How to do it...
      2. Accessing logs
      3. Submitting logs to the support team
      4. There's more...
      5. See also
  22. Preparing Data for Analysis with Tableau Prep
    1. Introduction
    2. Technical requirements
    3. Installing Tableau Prep
      1. Getting ready
      2. How to do it…
      3. How it works…
      4. There's more…
    4. Building the first flow with Tableau Prep
      1. Getting ready
      2. How to do it...
        1. Connecting the data
        2. Transforming the data
        3. Publishing the result
      3. How it works…
      4. There's more…
    5. Working with big data
      1. Getting ready
      2. How to do it…
      3. How it works…
      4. There's more…
      5. See also…
  23. ETL Best Practices for Tableau
    1. Introduction
    2. Technical requirements
    3. Getting started with Matillion ETL
      1. How to do it... 
      2. How it works... 
      3. There's more... 
    4.  Deploying Tabcmd on Linux
      1. How to do it...
      2. How it works...
      3. There's more...
    5. Creating Matillion Shared Jobs
      1. How to do it...
      2. How it works...
  24. Other Books You May Enjoy
    1. Leave a review - let other readers know what you think

Product information

  • Title: Tableau 2019.x Cookbook
  • Author(s): Dmitry Anoshin, Teodora Matic, Slaven Bogdanovic, Tania Lincoln, Dmitrii Shirokov
  • Release date: January 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781789533385