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Tableau Strategies
book

Tableau Strategies

by Ann Jackson, Luke Stanke
August 2021
Intermediate to advanced
575 pages
13h 31m
English
O'Reilly Media, Inc.
Content preview from Tableau Strategies

Chapter 1. Categorical Analysis

Categorical analysis is the foundation of data visualization. It is the first and most frequent type of data visualization that data analysts use. Categorical analysis takes a dimension (for example, [Regions]) and breaks it apart by a measure (for example, [Sales]). A dimension is typically a categorical value; these do not get aggregated. They are likely used to create data headers or to generate filters. A measure is a (usually numerical) value that can be aggregated using mathematical functions (like sum, average, or median). Measures create unbroken axes, those that extend from one end of a range to the other.

This type of analysis aids in answering common business questions such as these:

  • How does A compare to B?

  • How is X measure distributed across Y categories?

  • How much do A, B, and C contribute to the total?

  • How does X measure change over time (where time is the dimension)?

Categorical analysis is usually presented as bar charts. Bar charts use height or length as visual encoding to express a measure. Visual encoding refers to the techniques used to display data in charts; Figure 1-1 shows some examples. Encoding data in bar charts is effective because humans can quickly analyze the variation among the size of the bars; they are also easy to understand and label.

This illustration shows the various ways that data can be encoded for display, and aligns them to a comprehension scale indicating how precisely the human eye can discern differences
Figure 1-1. This illustration shows the various ways that data can ...
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Publisher Resources

ISBN: 9781492080077Errata Page