Tableau Strategies

Book description

If you want to increase Tableau's value to your organization, this practical book has your back. Authors Ann Jackson and Luke Stanke guide data analysts through recipes for solving real-world analytics problems using Tableau. Starting with the basics and building toward advanced topics such as multidimensional analysis and user experience, you'll explore pragmatic and creative examples that you can apply to your own data.

Staying competitive today requires the ability to quickly analyze, visualize, and make data-driven decisions. With this guide, data practitioners and leaders alike will learn strategies for building compelling and purposeful visualizations, dashboards, and data products. Every chapter contains the why behind the solution and the technical knowledge you need to make it work.

  • Visualize different data types and tackle specific data challenges
  • Create compelling data visualizations, dashboards, and data products
  • Learn how to generate industry-specific analytics
  • Use this book as a high-value on-the-job reference guide to Tableau
  • Explore categorical and quantitative analysis and comparisons
  • Understand geospatial, dynamic, and statistical and multivariate analysis
  • Communicate the value of the Tableau platform to your team and to stakeholders

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Table of contents

  1. 1. Categorical Analysis
    1. What You’ll Learn in This Chapter
    2. Bar Charts
      1. Bank Case Study: Visualizing consumer transaction data with a bar chart
      2. Blueprint: Building a bar chart in in Tableau:
      3. Blueprint: Creating a Top N Bar Chart:
      4. Blueprint: Dynamically group other dimensions in a bar chart
      5. Blueprint: Enhancing your bar chart with color:
      6. Blueprint: Creating a bar-on-bar chart
      7. Treemaps
        1. Nonprofit Case Study: Showing all members of a dimension in a single visualization
      8. Blueprint: Creating a basic treemap
      9. Blueprint: Creating drillable treemaps
      10. Blueprint: Encoding a continuous measure with color
      11. Pie and Donut Charts
        1. IT Survey Case Study: Using a pie chart to represent survey results
      12. Blueprint: Building a pie chart:
      13. Blueprint: Building a donut chart:
      14. Blueprint: Using a donut chart as an interactive filter
      15. Conclusion
  2. 2. Quantitative Analysis
    1. What You’ll Learn in This Chapter
    2. What You’ll Need
    3. Histograms
      1. Office-Supply Store Case Study: Analyzing Consumer Behavior with Histograms
      2. Blueprint: Making a simple histogram of purchasing behavior
      3. Blueprint: Creating a histogram with a continuous bin
      4. Blueprint: Using level of detail expressions in histograms
      5. Dot Plots
        1. Office-Supply Store Case Study: Analyzing Consumer Purchasing Behavior with Dot Plots
      6. Blueprint: Creating a basic dot plot
      7. Jitterplots
        1. Office-Supply Store Case Study: Analyzing Consumer Purchasing Behavior with Jitterplots
      8. Blueprint: Creating a jitterplot
      9. Ranged Dot Plots
      10. Blueprint: Creating a ranged dot plot
      11. Blueprint: Creating a ranged dot plot using the median and leveraged percentiles
      12. Box Plots
      13. Blueprint: Creating a basic box plot
      14. Blueprint: Customizing a box plot for presentation
      15. Blueprint: Combining a box plot and histogram
      16. Line Charts
      17. Blueprint: Adding reference distributions to a line chart
      18. Blueprint: Adding a standard deviation to a line chart
      19. Blueprint: Building a line chart using reference distributions as an alerting tactic
        1. Bank Case Study: Using statistics to build new dimensions
      20. Blueprint: Assigning summary statistical value to data points
      21. Pareto Charts
      22. Blueprint: Using Pareto charts to show categorical data
      23. Conclusion
  3. 3. Comparisons
    1. What you’ll learn in this chapter
    2. What you’ll need
    3. Bar Charts and Alternatives
      1. Nonprofit Case Study: Comparing Grant Sizes
      2. Blueprint: Draw comparisons with a basic bar chart
      3. Blueprint: Converting a vertical bar chart to horizontal
      4. Blueprint: Creating a lollipop chart
      5. Nonprofit Case Study: The Cleveland Dot Plot
      6. Blueprint: Creating a Basic Cleveland Dot Plot
      7. Nonprofit Case Study: Showing Changes in Rank with a Bar Chart
      8. Blueprint: Showing rank and change of rank on a bar chart
    4. Bump Charts
      1. Nonprofit Case Study: Tracking Changes in Rank over Multiple Periods
      2. Blueprint: Making a Bump Chart
    5. Barbell Charts
      1. Retail Case Study: Comparing Sales by Region
      2. Blueprint: Building a Barbell Chart
    6. Trellis Charts
      1. Retail case study: Trellis Charts (Small Multiples )
      2. Blueprint: Creating a trellis chart for a single dimension
    7. Parallel Coordinates Plots
      1. Retail case study: Comparing across multiple measure s
      2. Blueprint: Building a parallel coordinates chart
    8. Conclusion
  4. 4. Working with Time
    1. What you’ll learn in this chapter
    2. What You’ll Need
    3. Understanding Dates and Time
      1. Date Parts and Date Values
      2. Date Calculations
      3. Date Hierarchies and Custom Dates
      4. Discrete versus Continuous Dates
      5. Call Center Case Study: Call Frequency
      6. Blueprint: Total call time by hour
      7. Blueprint: Creating a plot to measure total call time by minute
    4. Continuous Date-Time Axes
      1. Blueprint: Continuous date-time axis by the second
      2. Blueprint: Continuous date-time axis for 15-second intervals
      3. Blueprint: Continuous date-time axis for 15-minute intervals
    5. Heatmaps (Highlight Tables)
      1. Blueprint: Essential Heatmap
      2. Blueprint: Create a more detailed heatmap
      3. Call Center Case Study: Comparing Values Year-to-Date
      4. Blueprint: Progress to total, using two bar charts
      5. Blueprint: Comparing similar periods on a line chart
    6. Automated Reports
      1. Call Center Case Study: Automating Reports for Month-over-Month and Year-over-Year Change
      2. Blueprint: Automated Rolling Table
    7. Nonstandard calendars
      1. Blueprint: Monthly Bar Chart with a June 1 Fiscal-Year Start
      2. Retail Case Study: Visualizing the 4-5-4 Calendar
      3. Blueprint 4-12: Bar Chart using the 4-5-4 Retail Calendar
    8. Conclusion

Product information

  • Title: Tableau Strategies
  • Author(s): Ann Jackson, Luke Stanke
  • Release date: May 2021
  • Publisher(s): O'Reilly Media, Inc.
  • ISBN: 9781492080084