Visual Analytics with Tableau

Book description

A four-color journey through a complete Tableau visualization

Tableau is a popular data visualization tool that’s easy for individual desktop use as well as enterprise. Used by financial analysts, marketers, statisticians, business and sales leadership, and many other job roles to present data visually for easy understanding, it’s no surprise that Tableau is an essential tool in our data-driven economy.

Visual Analytics with Tableau is a complete journey in Tableau visualization for a non-technical business user. You can start from zero, connect your first data, and get right into creating and publishing awesome visualizations and insightful dashboards.

•    Learn the different types of charts you can create

•    Use aggregation, calculated fields, and parameters

•    Create insightful maps

•    Share interactive dashboards

Geared toward beginners looking to get their feet wet with Tableau, this book makes it easy and approachable to get started right away.

Table of contents

  1. Cover
  2. Foreword by Nate Vogel
  3. Foreword by Sophie Sparkes
  4. Introduction
    1. STRUCTURE
    2. CONVENTIONS
    3. COMPANION WEBSITE
  5. Chapter 1: Introduction and Getting Started with Tableau
    1. THE ADVANTAGES OF A MODERN ANALYTICS PLATFORM
    2. MY PERSONAL TABLEAU STORY
    3. THE TABLEAU APPLICATION SUITE
    4. INSTALLING TABLEAU DESKTOP
    5. DATA PREPARATION
    6. THE SAMPLE DATASET
    7. THE TABLEAU WORKSPACE
    8. WORKING WITH MEASURES AND DIMENSIONS
    9. WORKING WITH MARKS
    10. SAVING, OPENING, AND SHARING YOUR WORKBOOKS
  6. Chapter 2: Adding Data Sources in Tableau
    1. SETTING UP A DATA CONNECTOR
    2. SELECTING DATA TABLES
    3. JOINS
    4. UNIONS
    5. DATA EXTRACTS AND LIVE CONNECTIONS
    6. EDITING THE MODEL'S METADATA
    7. DATA TYPES
    8. ADDING HIERARCHIES, CALCULATED FIELDS, AND TABLE CALCULATIONS
    9. DATA COLLECTION
    10. CHECKLIST FOR INCREASING PERFORMANCE
  7. Chapter 3: Creating Data Visualizations
    1. CHART TYPES
    2. READY, SET, SHOW ME
    3. BAR CHARTS, LEGENDS, FILTERS, AND HIERARCHIES
    4. LINE CHARTS
    5. HIGHLIGHT TABLES
    6. HEATMAPS
    7. BULLET CHARTS
    8. CUMULATIVE SUMS WITH WATERFALL CHARTS
    9. REFLECTION: THE ANATOMY OF A TABLEAU VISUALIZATION
  8. Chapter 4: Aggregate Functions, Calculated Fields, and Parameters
    1. AGGREGATE FUNCTIONS
    2. CALCULATED FIELDS
    3. AGGREGATIONS IN CALCULATED FIELDS
    4. TEXT OPERATORS
    5. DATE FIELDS
    6. LOGICAL FUNCTIONS IN CALCULATED FIELDS
    7. PARAMETERS
    8. SEARCHING TEXT FIELDS
  9. Chapter 5: Table Calculations and Level of Detail Calculations
    1. DIFFERENT TYPES OF CALCULATIONS
    2. QUICK TABLE CALCULATIONS
    3. CUSTOMIZED TABLE CALCULATIONS
    4. LEVEL OF DETAIL EXPRESSIONS
  10. Chapter 6: Maps
    1. SYMBOL MAPS
    2. FILLED MAPS
    3. DENSITY MAPS
    4. MAP LAYERS
    5. MAPS WITH PIE CHARTS
    6. VIZ IN TOOLTIP
    7. REFLECTION: THE ANATOMY OF A TABLEAU MAP
    8. ALTERNATIVE MAP SERVICES
    9. MAPBOX MAPS
    10. SPATIAL DATA
  11. Chapter 7: Advanced Analytics: Trends, Forecasts, Clusters, and other Statistical Tools
    1. OVERVIEW OF THE TABLEAU ANALYTICS PANE
    2. CONSTANT, AVERAGE, AND REFERENCE LINES
    3. TREND LINES
    4. FORECASTS
    5. CLUSTER ANALYSIS
    6. PYTHON, R, AND MATLAB INTEGRATION
  12. Chapter 8: Interactive Dashboards
    1. PRELIMINARY CONSIDERATIONS
    2. CREATING A NEW DASHBOARD
    3. THE DASHBOARD PANE
    4. PLACING CHARTS ON THE DASHBOARD
    5. DASHBOARD TITLES
    6. NAVIGATION BUTTONS
    7. DASHBOARD ACTIONS
    8. DASHBOARD STARTERS: TEMPLATES FOR CLOUD DATA
    9. DASHBOARD BEST PRACTICES AND INSPIRATION
  13. Chapter 9: Sharing Insights with Colleagues and the World
    1. PRELIMINARY CONSIDERATIONS
    2. TABLEAU ONLINE AND TABLEAU SERVER
    3. TABLEAU PUBLIC
    4. WEB EMBEDDING
  14. Chapter 10: Data Preparation with Tableau Prep
    1. CONNECTING TO DATA
    2. WILDCARD UNIONS
    3. ADDITIONAL CONNECTIONS
    4. INSPECTING THE DATA
    5. REMOVING UNNEEDED FIELDS
    6. DATA CLEANING AND FORMATTING
    7. UNIONS
    8. JOINS
    9. RUNNING THE FLOW AND OUTPUTTING THE DATA
    10. SAVING FLOWS
  15. Index
  16. End User License Agreement

Product information

  • Title: Visual Analytics with Tableau
  • Author(s): Alexander Loth
  • Release date: May 2019
  • Publisher(s): Wiley
  • ISBN: 9781119560203