Tableau Tips, Tricks, and Techniques

Tableau Tips, Tricks, and Techniques

by Ana Yin
Released March 2019
Publisher(s): Packt Publishing
ISBN: 9781789950809

Read it now on the O’Reilly learning platform with a 10-day free trial.

O’Reilly members get unlimited access to books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.

Start your free trial

Video description

Tableau is one of the most popular data visualization tools used by data science and BI professionals. Data visualization is of the utmost importance in the modern business world where data is increasingly used for decision making. Tableau 2019 is a powerful, fast–growing, and self-service business intelligence and data visualization tool. Data analysis is faster in Tableau and no coding language is required to work with it.

In this course, you will discover best practices that you didn’t even know existed, and with which you can increase your efficiency and productivity while using Tableau for your daily tasks. Each section covers exciting tips, tricks, and techniques for efficient data visualizations in Tableau 2019 that you can apply in real-world scenarios to help your work get easier and help you become more efficient in your projects. You will learn how to make your visualizations look more visually appealing by adding customizations. You will also cover the new features introduced in Tableau 2019 and how it simplifies the way you use Tableau for your data science and BI requirements.

By the end of the course, you will be able to use Tableau 2019 in a highly efficient manner, having mastered its best practices.

What You Will Learn

  • Discover tips and tricks to boost your productivity while using Tableau
  • Get familiar with the changes in the Tableau user interface
  • Master useful keyboard shortcuts that will improve how you use Tableau and enhance your productivity
  • Improve your quality of life and, without directly improving your productivity, greatly improve your personal user experience with Tableau
  • Some best practices and conventions to be followed when working with Tableau

Audience

This course is for data scientists, data analysts, business analysts, businessmen, and Tableau developers who are working with data visualization and Tableau and now want to improve their skills to become better and efficient in the field. Those who simply want to update their skillset to incorporate Tableau's new features will also benefit from the course.

Table of contents

  1. Chapter 1 : Introduction to Tableau Foundations
    1. The Course Overview
    2. Exploring Discrete versus Continuous; Dimensions versus Measures - Part 1
    3. Exploring Discrete versus Continuous; Dimensions versus Measures - Part 2
    4. Combined Axis versus Dual Axis Charts
  2. Chapter 2 : Tips for Visualizing KPIs
    1. Display of Two Conditions with Up and Down Arrows
    2. Highlight Problem Areas and Opportunity Using Traffic Lights
    3. Tips for Visualizing Actual Performance Against Prior Period or Target - Part 1
    4. Tips for Visualising Actual Performance Against Prior Period or Target - Part 2
    5. Formatting Tips and Tricks
  3. Chapter 3 : Tricks on Visualizing Breakdowns of a Whole
    1. Effective Charts for Part to Whole Analysis - Treemaps and Gradient Treemaps
    2. How to Creating Donut Charts
    3. Tips on Customizing Donut Charts
    4. Tips on Enhancing the Standard Bar Chart
  4. Chapter 4 : Tips on Working with Customer and Survey Data
    1. Customer Cohort Analysis with Irregular Bin Size
    2. How to Create a Likert Scale Chart for Sentiment Analysis - Part 1
    3. How to Create a Likert Scale Chart for Sentiment Analysis - Part 2
    4. Basic Statistical Analysis with Survey Data
  5. Chapter 5 : Visualizing a Defined Subset of Your Data
    1. Create Groups and Sets to Define a Subset of Your Data
    2. Fix Nested Sorts with Rank
    3. Additional Techniques - Top N and Show Unique
    4. Additional Techniques - Top N and Show Unique with Rank Displayed
  6. Chapter 6 : New Features in Tableau 2019.1
    1. Demo of Set Actions
    2. Dashboard Navigation with New Dashboard Buttons
    3. Demo of Improvements to Nested Sorts and Automatic Phone Layout
  7. Chapter 7 : Dashboard Tips and Tricks
    1. Use Parameters for Sheet Swapping - Simple Example
    2. Use Parameters for Sheet Swapping - Complex Example
    3. Advanced Dashboard Technique - Using Dummy Worksheets
    4. Advanced Dashboard Technique - Excluding Values from Filters
    5. How to Work with Pre-aggregated Data - Part 1
    6. How to Work with Pre-Aggregated Data - Part 2

Product information

  • Title: Tableau Tips, Tricks, and Techniques
  • Author(s): Ana Yin
  • Release date: March 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781789950809