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Learning Tableau

By : Joshua N. Milligan
Book Image

Learning Tableau

By: Joshua N. Milligan

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Learning Tableau
Joshua N. Milligan
Apr, 2015 | 340 pages
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Table of Contents (18 chapters)
Learning Tableau
Learning Tableau
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Creating Your First Visualizations and Dashboard
Creating Your First Visualizations and Dashboard
Connecting to data in Access
Foundations for building visualizations
Visualizing data
Bringing everything together in a dashboard
Summary
2
Working with Data in Tableau
Working with Data in Tableau
The Tableau paradigm
Connecting to data
Working with extracts instead of live connections
Metadata and sharing data source connections
Joins and blends
Filtering data
Summary
3
Moving from Foundational to Advanced Visualizations
Moving from Foundational to Advanced Visualizations
Comparing values across different dimensions
Visualizing dates and times
Relating parts of the data to the whole
Visualizing distributions
Visualizing multiple axes to compare different measures
Summary
4
Using Row-level and Aggregate Calculations
Using Row-level and Aggregate Calculations
Creating and editing calculations
Three levels of calculation
Parameters
Practical examples of calculations and parameters
Ad hoc calculations
Performance considerations
Summary
5
Table Calculations
Table Calculations
An overview of table calculations
Quick table calculations
Scope and direction
Addressing and partitioning
Advanced table calculations
Practical examples
Summary
6
Formatting a Visualization to Look Great and Work Well
Formatting a Visualization to Look Great and Work Well
Formatting considerations
How formatting works in Tableau
Adding value to visualizations
Summary
7
Telling a Data Story with Dashboards
Telling a Data Story with Dashboards
Dashboard objectives
Example – is least profitable always unprofitable?
How actions work
Example – a regional scorecard
Story points
Summary
8
Adding Value to Analysis – Trends, Distributions, and Forecasting
Adding Value to Analysis – Trends, Distributions, and Forecasting
Trends
Distributions
Forecasting
Summary
9
Making Data Work for You
Making Data Work for You
Structuring data for Tableau
Dealing with data structure issues
An overview of advanced fixes for data problems
Summary
10
Advanced Techniques, Tips, and Tricks
Advanced Techniques, Tips, and Tricks
Sheet swapping and dynamic dashboards
Leveraging sets to answer complex questions
Mapping techniques
Using background images
Summary
11
Sharing Your Data Story
Sharing Your Data Story
Presenting, printing, and exporting
Sharing a workbook with users of Tableau Desktop or Tableau Reader
Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
Summary
Index
Index

Presenting, printing, and exporting

Tableau is primarily designed to build richly interactive visualizations and dashboards for consumption on a screen. Often, you will expect users to interact with your dashboards and visualizations. However, there are good options for presenting, printing, and exporting in a variety of formats.

Presenting

Tableau Desktop and Reader features Presentation Mode, which is available from the Window menu or by pressing F7 or using the option on the toolbar. This mode removes all authoring controls and displays only the view and navigation tabs in fullscreen. Press F7 or Esc to exit the fullscreen display.

Tip

When used with effective dashboards and stories, Presentation Mode is an effective way to walk your audience through the data story.

If you save a workbook by pressing Ctrl + S while in Presentation Mode, the workbook will be opened in Presentation Mode by default.

Printing

Tableau enables printing for individual visualizations, dashboards, and stories. From the...

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