Tableau Tips, Tricks, and Techniques

Video description

Be more productive and efficient by mastering the best practices in Tableau 2019

About This Video

  • Master all the latest features of Tableau that are guaranteed to improve your productivity
  • Become a Tableau expert by learning many exciting tips, best practices, and techniques for presenting your data.
  • Work with expert tools and tips to improve your Tableau performance and save time and effort.

In Detail

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.

All supporting files for this course are available at

Downloading the example code for this course: You can download the example code files for all Packt video courses you have purchased from your account at If you purchased this course elsewhere, you can visit and register to have the files e-mailed directly to you.

Table of contents

  1. Chapter 1 : Introduction to Tableau Foundations
    1. The Course Overview 00:05:04
    2. Exploring Discrete versus Continuous; Dimensions versus Measures - Part 1 00:03:19
    3. Exploring Discrete versus Continuous; Dimensions versus Measures - Part 2 00:04:38
    4. Combined Axis versus Dual Axis Charts 00:04:13
  2. Chapter 2 : Tips for Visualizing KPIs
    1. Display of Two Conditions with Up and Down Arrows 00:03:47
    2. Highlight Problem Areas and Opportunity Using Traffic Lights 00:06:56
    3. Tips for Visualizing Actual Performance Against Prior Period or Target - Part 1 00:05:03
    4. Tips for Visualising Actual Performance Against Prior Period or Target - Part 2 00:06:17
    5. Formatting Tips and Tricks 00:04:54
  3. Chapter 3 : Tricks on Visualizing Breakdowns of a Whole
    1. Effective Charts for Part to Whole Analysis - Treemaps and Gradient Treemaps 00:03:01
    2. How to Creating Donut Charts 00:04:14
    3. Tips on Customizing Donut Charts 00:05:53
    4. Tips on Enhancing the Standard Bar Chart 00:04:07
  4. Chapter 4 : Tips on Working with Customer and Survey Data
    1. Customer Cohort Analysis with Irregular Bin Size 00:05:32
    2. How to Create a Likert Scale Chart for Sentiment Analysis - Part 1 00:04:34
    3. How to Create a Likert Scale Chart for Sentiment Analysis - Part 2 00:05:02
    4. Basic Statistical Analysis with Survey Data 00:04:26
  5. Chapter 5 : Visualizing a Defined Subset of Your Data
    1. Create Groups and Sets to Define a Subset of Your Data 00:05:28
    2. Fix Nested Sorts with Rank 00:03:03
    3. Additional Techniques - Top N and Show Unique 00:03:34
    4. Additional Techniques - Top N and Show Unique with Rank Displayed 00:03:40
  6. Chapter 6 : New Features in Tableau 2019.1
    1. Demo of Set Actions 00:04:15
    2. Dashboard Navigation with New Dashboard Buttons 00:03:15
    3. Demo of Improvements to Nested Sorts and Automatic Phone Layout 00:03:03
  7. Chapter 7 : Dashboard Tips and Tricks
    1. Use Parameters for Sheet Swapping - Simple Example 00:02:58
    2. Use Parameters for Sheet Swapping - Complex Example 00:04:31
    3. Advanced Dashboard Technique - Using Dummy Worksheets 00:04:19
    4. Advanced Dashboard Technique - Excluding Values from Filters 00:02:52
    5. How to Work with Pre-aggregated Data - Part 1 00:05:03
    6. How to Work with Pre-Aggregated Data - Part 2 00:03:30

Product information

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