Tableau Desktop Cookbook

Book description

Whether you're a beginner just learning how to create data visualizations or a Jedi who's already used Tableau for years, this cookbook has a recipe for everyone. Author Lorna Brown provides more than 100 practical recipes to enhance the way you build Tableau dashboards--and helps you understand your data through the power of Tableau Desktop's interactive datavisualizations.

With this cookbook, Tableau beginners will learn hands-on how this unique self-serve tool works, while experienced users will find this book to be an ideal reference guide on how to employ specific techniques. It also links you to online resources and community features, such as Tableau Tip Tuesday and Workout Wednesday. By the time you reach the end, you'll be a competent user of Tableau Desktop.

You'll learn how to:

  • Build both basic and complex data visualizations with Tableau Desktop
  • Gain hands-on experience with Tableau's latest features, including set and parameter actions
  • Create interactive dashboards to support business questions
  • Improve your analytical skills to enhance the visualizations you've already created
  • Learn data visualization skills and best practices to help you and your organization

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Table of contents

  1. Preface
    1. What Is Data?
    2. An Introduction to Data Visualization
    3. An Introduction to Tableau
    4. Why I Wrote This Book
    5. Who Is This Book For?
    6. How the Book Is Organized
    7. Outcomes of the Book
    8. Conventions Used in This Book
    9. Using Code Examples
    10. O’Reilly Online Learning
    11. How to Contact Us
    12. Acknowledgments
  2.  
  3. 1. Introduction to Data
    1. 1.1. Connect to Data
    2. 1.2. Search for Data
    3. 1.3. Connect to a File
    4. 1.4. Messy Data Sources
    5. 1.5. Connect to a Server
    6. 1.6. Saved Data Sources
    7. 1.7. Connecting to Secondary Data Sets: Data Model and Relationships
    8. 1.8. Relating Your Data: Logical Layer
    9. 1.9. Creating Relationship Calculations
    10. 1.10. Unioning Your Data: The Physical Layer
    11. 1.11. Joining Your Data: The Physical Layer
    12. 1.12. Data Types
    13. 1.13. Creating Extracts
    14. 1.14. Summary
  4. 2. Getting Started with Tableau
    1. 2.1. Creating a New Worksheet
    2. 2.2. The Tableau Workspace
    3. 2.3. The Data Pane
    4. 2.4. Dimension Versus Measure
    5. 2.5. Discrete Versus Continuous
    6. 2.6. Calculated Fields
    7. 2.7. Shelves and Cards
    8. 2.8. Rows and Columns
    9. 2.9. Marks Card
    10. 2.10. Filters Shelf
    11. 2.11. Continuous filters
    12. 2.12. What Is Show Me?
    13. 2.13. Formatting in Tableau
    14. 2.14. Summary
  5.  
  6. 3. Bar Charts
    1. 3.0. Introduction
    2. 3.1. Horizontal Bar Chart
    3. 3.2. Adding a Constant Line
    4. 3.3. Changing to a User-Controlled Reference Line
    5. 3.4. Adding Color to a Parameterized Reference Line
    6. 3.5. Adding Average Lines
    7. 3.6. Grouping
    8. 3.7. Visual Grouping
    9. 3.8. Discrete Grouping
    10. 3.9. Conditional Grouping
    11. 3.10. Top N Filter
    12. 3.11. Stacked Bar Chart
    13. 3.12. 100% Stacked Bar Chart (Percent of Total)
    14. 3.13. Discrete Bar in Bar Chart
    15. 3.14. Shared Axis
    16. 3.15. Shared Axis Bar in Bar
    17. 3.16. Bullet Chart
    18. 3.17. Histogram
    19. 3.18. Soundwave
    20. 3.19. Summary
  7. 4. Text
    1. 4.0. Introduction
    2. 4.1. Tables
    3. 4.2. Adding Totals
    4. 4.3. Highlight Tables
    5. 4.4. Rank Table
    6. 4.5. Big Actual Numbers
    7. 4.6. Calculating Percent Difference
    8. 4.7. Using Last() and Hide
    9. 4.8. Custom Number Format
    10. 4.9. How to Zero Nulls
    11. 4.10. How to Show if a Value Is Positive, Negative, or Neutral
    12. 4.11. Calculating a Good, OK, or Bad Status
    13. 4.12. Using Titles as BANs
    14. 4.13. Using Size()
    15. 4.14. Word Cloud
    16. 4.15. Summary
  8. 5. Line
    1. 5.1. Line Charts
    2. 5.2. Continuous Line Charts
    3. 5.3. Trend Lines
    4. 5.4. Forecasting
    5. 5.5. Custom Date Format
    6. 5.6. Running Total
    7. 5.7. Year-Over-Year Growth
    8. 5.8. Year to Date (YTD) Growth
    9. 5.9. Moving Average
    10. 5.10. Slope Chart
    11. 5.11. Sparklines
    12. 5.12. Small Multiple Line Charts
    13. 5.13. Small Multiple Controlled Version
    14. 5.14. Summary
  9. 6. Basic Mapping
    1. 6.0. Introduction
    2. 6.1. Symbol Map
    3. 6.2. Filled Map
    4. 6.3. Dual Axis Map
    5. 6.4. Mapping Nongeographic Fields
    6. 6.5. Summary
  10. 7. Basic Dashboards
    1. 7.0. Introduction
    2. 7.1. Build a Basic Dashboard
    3. 7.2. Adding Basic Dashboard Interactivity
    4. 7.3. Objects
    5. 7.4. Objects: Horizontal and Vertical Containers, Top Tip 3
    6. 7.5. Objects: Text
    7. 7.6. Objects: Images
    8. 7.7. Objects: Blank
    9. 7.8. Layout Tab
    10. 7.9. Layout Tab: Borders
    11. 7.10. Layout Tab: Background
    12. 7.11. Layout Tab: Padding
    13. 7.12. Layout Tab: Item Hierarchy
    14. 7.13. Summary
  11.  
  12. 8. Square
    1. 8.1. Treemaps
    2. 8.2. Calendar Heatmap
    3. 8.3. Marginal Bar Charts
    4. 8.4. Summary
  13. 9. Tooltips
    1. 9.1. Basic Tooltips
    2. 9.2. Viz in Tooltips
    3. 9.3. Multiple Layout Viz in Tooltip
    4. 9.4. Summary
  14. 10. Area
    1. 10.1. Basic Area Charts
    2. 10.2. Stacked Area Charts
    3. 10.3. Percent of Total Area Charts
    4. 10.4. Discrete Area Charts
    5. 10.5. Pareto Charts
    6. 10.6. Summary
  15. 11. Circles, Shapes, and Pies
    1. 11.1. Scatter Plot
    2. 11.2. Using Custom Shapes
    3. 11.3. Density Marks
    4. 11.4. Clustering
    5. 11.5. Trend Lines
    6. 11.6. Explain Data
    7. 11.7. Connected Scatter Plot
    8. 11.8. Dot Plot
    9. 11.9. Dot Strip Plot
    10. 11.10. Jitter Plot
    11. 11.11. Box Plots
    12. 11.12. Using Shapes for BANs
    13. 11.13. Pie Charts
    14. 11.14. Donut Chart
    15. 11.15. Summary
  16. 12. Gantt
    1. 12.1. Basic Gantt Charts
    2. 12.2. Barcode Charts
    3. 12.3. Waterfall Charts
    4. 12.4. Summary
  17. 13. Story
    1. 13.1. Creating a Story
    2. 13.2. Adding a New Story Point
    3. 13.3. Blank Story Point
    4. 13.4. Duplicate Story Point
    5. 13.5. Annotations on a Story
    6. 13.6. “Save as New” Story
    7. 13.7. Summary
  18.  
  19. 14. Sets
    1. 14.1. General Set
    2. 14.2. Conditional Set
    3. 14.3. Top N Set
    4. 14.4. Combined Set
    5. 14.5. Constant Set
    6. 14.6. Set Control
    7. 14.7. Set Actions
    8. 14.8. Summary
  20. 15. Parameters
    1. 15.1. Float/Integer Parameter
    2. 15.2. String Parameter
    3. 15.3. Date Parameter
    4. 15.4. Measure Switcher
    5. 15.5. Dimension Switcher
    6. 15.6. Top Tip 7: Parameter Actions
    7. 15.7. Parameter Actions: Drilling Down
    8. 15.8. Min and Max Date Range
    9. 15.9. Summary
  21. 16. Advanced Table Calculations
    1. 16.1. Previous Value
    2. 16.2. Lookup
    3. 16.3. Window Calculations
    4. 16.4. How to Create a Control Chart
    5. 16.5. Summary
  22. 17. Level of Detail Calculations
    1. 17.1. Include LOD
    2. 17.2. Exclude LODs
    3. 17.3. Fixed LODs
    4. 17.4. Nested LODs
    5. 17.5. Summary
  23. 18. Advanced Mapping
    1. 18.1. Density Marks
    2. 18.2. MakePoint
    3. 18.3. Top Tip 9: MakeLine
    4. 18.4. Top Tip 10: Marks Layer
    5. 18.5. Distance
    6. 18.6. Buffer
    7. 18.7. Spatial Joins
    8. 18.8. Summary
  24. 19. Dashboarding Advanced
    1. 19.1. Actions
    2. 19.2. Highlight Action
    3. 19.3. URL Action
    4. 19.4. Dashboard Objects
    5. 19.5. Web Page
    6. 19.6. Navigation Button
    7. 19.7. Downloads
    8. 19.8. Extensions
    9. 19.9. Floating
    10. 19.10. Toggle Containers On and Off Using a Show/Hide Button
    11. 19.11. Device-Specific Dashboards
    12. 19.12. Publishing Dashboards
    13. 19.13. Summary
  25. 20. My Top 20 Tips
    1. 20.1. Proactive Tips
    2. 20.2. Technical Tips
  26. Index

Product information

  • Title: Tableau Desktop Cookbook
  • Author(s): Lorna Brown
  • Release date: August 2021
  • Publisher(s): O'Reilly Media, Inc.
  • ISBN: 9781492090113