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Tableau Cookbook – Recipes for Data Visualization

Book Description

Create beautiful data visualizations and interactive dashboards with Tableau

About This Book

  • Delve into the features and functionalities of Tableau from the ground up with this step-by-step guide that has over 50 "follow-me" recipes
  • Build rich visualizations to effectively highlight the underlying trends and patterns in your data
  • Build beautiful interactive dashboards and storyboards to stitch your visualizations together and tell a story

Who This Book Is For

This book is for anyone who wishes to use Tableau. It will be of use to both beginners who want to learn Tableau from scratch and to more seasoned users who simply want a quick reference guide. This book is a ready reckoner guide for you. The book will be such that both new & existing Tableau users who don’t know, or can’t recall how to perform different Tableau tasks can use the book and be benefited from it.

What You Will Learn

  • Get to grips with the Tableau workspace and terminologies and understand what data sources you can connect
  • Learn to create basic charts like bar chart, stacked bar, pie chart, line chart, area chart, tree map & word cloud
  • Go even further with more advanced visualizations such as scatter plot, box & whiskers plot, dual axis, bullet chart, Histograms, Maps, etc
  • Use pre-defined calculation and change its scope and direction to affect outcome
  • Learn to define Parameters and call them into parametric calculations that provide outcomes based on user inputs
  • Build Dashboards and use Actions to link multiple sheets on the dashboard
  • Connect to multiple data sources using Data Blending, Multiple Table Join within the same data source as well as across data sources, Custom SQL and learn to work with data Extracts
  • Compute statistical trends, build forecasting models and use Reference lines for benchmarking

In Detail

Data is everywhere and everything is data!

Visualization of data allows us to bring out the underlying trends and patterns inherent in the data and gain insights that enable faster and smarter decision making.

Tableau is one of the fastest growing and industry leading Business Intelligence platforms that empowers business users to easily visualize their data and discover insights at the speed of thought. Tableau is a self-service BI platform designed to make data visualization and analysis as intuitive as possible.

Creating visualizations with simple drag-and-drop, you can be up and running on Tableau in no time.

Starting from the fundamentals such as getting familiarized with Tableau Desktop, connecting to common data sources and building standard charts; you will walk through the nitty gritty of Tableau such as creating dynamic analytics with parameters, blended data sources, and advanced calculations. You will also learn to group members into higher levels, sort the data in a specific order & filter out the unnecessary information. You will then create calculations in Tableau & understand the flexibility & power they have and go on to building story-boards and share your insights with others.

Whether you are just getting started or whether you need a quick reference on a "how-to" question, This book is the perfect companion for you

Style and approach

This cookbook takes a step-by-step approach and the text systematically evolves to cover more involved functionalities. Every recipe includes illustrative screenshots which provide a detailed visual resource for each step.

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 Cookbook – Recipes for Data Visualization
    1. Table of Contents
    2. Tableau Cookbook – Recipes for Data Visualization
    3. Credits
    4. About the Author
    5. About the Reviewer
    6. www.PacktPub.com
      1. eBooks, discount offers, and more
        1. Why subscribe?
    7. Customer Feedback
    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 example code
        2. Downloading the color images of this book
        3. Errata
        4. Piracy
        5. Questions
    9. 1. Keep Calm and Say Hello to Tableau
      1. Introduction
      2. Starting with Tableau Desktop
        1. Getting ready
        2. How to do it...
        3. How it works...
      3. Introduction to My Tableau Repository and connecting to the sample data source
        1. Getting ready
        2. How to do it...
        3. How it works...
      4. Building our first visualization and understanding the Tableau workspace
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Saving a Tableau workbook
        1. Getting ready
        2. How to do it...
    10. 2. Ready to Build Some Charts? Show Me!
      1. Introduction
      2. Building views manually
        1. Getting ready
        2. How to do it…
        3. How it works…
      3. Building views automatically
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Understanding Show Me!
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Creating a Text table
        1. Getting ready
        2. How to do it…
        3. How it works…
      6. Creating a Highlight table
        1. Getting ready
        2. How to do it…
        3. How it works…
      7. Creating a Heat map
        1. Getting ready
        2. How to do it…
        3. How it works…
      8. Creating a Bar chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      9. Creating a Stacked Bar chart
        1. How to do it…
        2. How it works…
      10. Creating a Pie chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      11. Creating a Line chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      12. Creating an Area chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      13. Creating a Treemap
        1. Getting ready
        2. How to do it…
        3. How it works…
      14. Creating a Packed Bubble chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      15. Creating a word cloud
        1. Getting ready
        2. How to do it…
        3. How it works…
    11. 3. Hungry for More Charts? Dig In!
      1. Introduction
      2. Creating an Individual axes chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      3. Creating a Blended axes chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Creating a Side by Side Bar chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Creating a Dual axes chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      6. Creating a Combination chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      7. Creating a Scatter plot
        1. Getting ready
        2. How to do it…
        3. How it works…
      8. Creating a Box and Whisker plot
        1. Getting ready
        2. How to do it…
        3. How it works…
      9. Creating a Gantt chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      10. Creating Maps
        1. Getting ready
        2. How to do it…
        3. How it works…
      11. Using Background images
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more…
    12. 4. Slice and Dice – Grouping, Sorting, and Filtering Data
      1. Introduction
      2. Sorting our data
        1. Getting ready
        2. How to do it…
        3. How it works…
      3. Creating a custom hierarchy
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Grouping our data
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Creating bins to bucket our data
        1. Getting ready
        2. How to do it…
        3. How it works…
      6. Creating and using filters
        1. Getting ready
        2. How to do it…
        3. How it works…
      7. Creating and using sets
        1. Getting ready
        2. How to do it…
        3. How it works…
      8. Creating and using context filters
        1. Getting ready
        2. How to do it…
        3. How it works…
    13. 5. Adding Flavor – Creating Calculated Fields
      1. Introduction
      2. Understanding how to create and use Calculations
      3. Creating string calculations
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Creating arithmetic calculations
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Creating date calculations
        1. Getting ready
        2. How to do it…
        3. How it works…
      6. Creating logic calculations
        1. Getting ready
        2. How to do it…
        3. How it works…
      7. Using sets in calculations
        1. Getting ready
        2. How to do it…
        3. How it works…
      8. Understanding Table Calculations
        1. Getting ready
        2. How to do it…
        3. How it works…
      9. Understanding Level of Detail (LOD) Calculations
        1. Getting ready
        2. How to do it…
        3. How it works…
      10. Understanding INCLUDE LOD
        1. Getting ready
        2. How to do it…
        3. How it works…
      11. Understanding EXCLUDE LOD
        1. Getting ready
        2. How to do it…
        3. How it works…
      12. Understanding FIXED LOD
        1. Getting ready
        2. How to do it…
        3. How it works…
      13. Understanding how to create and use Parameters
        1. Getting ready
        2. How to do it…
        3. How it works…
    14. 6. Serve It on a Dashboard!
      1. Introduction
      2. Combining multiple visualizations into a dashboard
        1. Getting ready
        2. How to do it…
        3. How it works…
        4. There's more...
      3. Using the filter action
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Using the highlight action
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Using the URL action
        1. Getting ready
        2. How to do it…
        3. How it works…
    15. 7. The Right MIX – Blending Multiple Data Sources
      1. Introduction
      2. Understanding Multiple Table Join within a single database
        1. Getting ready
        2. How to do it…
        3. How it works…
      3. Understanding Multiple Table Join across databases
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Understanding Data Blending
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Understanding and using Unions
        1. Getting ready
        2. How to do it…
        3. How it works…
      6. Using Custom SQL Query to fetch data
        1. Getting ready
        2. How to do it…
        3. How it works…
      7. Working with Tableau Extracts
        1. Getting ready
        2. How to do it…
        3. How it works…
    16. 8. Garnish with Reference Lines, Trends, Forecasting, and Clustering
      1. Introduction
      2. Understanding how to create and use trend lines
        1. Getting ready
        2. How to do it…
        3. How it works…
      3. Understanding and using the forecasting functionality
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Understanding and using reference lines – the bullet chart
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Understanding how to perform clustering
        1. Getting ready
        2. How to do it…
        3. How it works…
    17. 9. Bon Appétit! Tell a Story and Share It with others
      1. Introduction
      2. Understanding and using story points
        1. Getting ready
        2. How to do it…
        3. How it works…
      3. Saving our work as a packaged workbook
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Publishing our work to Tableau Server or Tableau Online
        1. Getting ready
        2. How to do it…
        3. How it works…
    18. 10. Formatting in Tableau for Desserts
      1. Introduction
      2. Formatting across our entire workbook
        1. Getting ready
        2. How to do it…
        3. How it works…
      3. Formatting within a worksheet
        1. Getting ready
        2. How to do it…
        3. How it works…
      4. Using and formatting labels and annotations
        1. Getting ready
        2. How to do it…
        3. How it works…
      5. Using and formatting titles and captions
        1. Getting ready
        2. How to do it…
        3. How it works…
    19. Index