Book Image

Mastering Tableau

By : David Baldwin
Book Image

Mastering Tableau

By: David Baldwin

Overview of this book

Tableau has emerged as one of the most popular Business Intelligence solutions in recent times, thanks to its powerful and interactive data visualization capabilities. This book will empower you to become a master in Tableau by exploiting the many new features introduced in Tableau 10.0. You will embark on this exciting journey by getting to know the valuable methods of utilizing advanced calculations to solve complex problems. These techniques include creative use of different types of calculations such as row-level, aggregate-level, and more. You will discover how almost any data visualization challenge can be met in Tableau by getting a proper understanding of the tool’s inner workings and creatively exploring possibilities. You’ll be armed with an arsenal of advanced chart types and techniques to enable you to efficiently and engagingly present information to a variety of audiences through the use of clear, efficient, and engaging dashboards. Explanations and examples of efficient and inefficient visualization techniques, well-designed and poorly designed dashboards, and compromise options when Tableau consumers will not embrace data visualization will build on your understanding of Tableau and how to use it efficiently. By the end of the book, you will be equipped with all the information you need to create effective dashboards and data visualization solutions using Tableau.
Table of Contents (18 chapters)
Mastering Tableau
Credits
About the Author
www.Packtpub.com
Preface

Chapter 1. Getting Up to Speed – a Review of the Basics

The goal of this book is to empower you to become a Tableau master; in Tableau-speak, the term is Jedi. Yes, that is official Tableau terminology. Attend the yearly Tableau conference and you can sit in on Jedi classes. Of course, simply attending a class will not automatically bestow you with Jedi powers - nor will simply reading this book. Diligent work on real-world problems is absolutely essential. Couple this diligent work with industrious study and you will make it. You will become a Tableau Jedi. My hope is that this book will prove useful to you on your journey to mastery.

If you are a seasoned Tableau author, you may find this initial chapter elementary. (A person who creates Tableau workbooks is referred to as an author, not a developer.) For such persons, I recommend a quick, inspectional read. If after a few minutes you are satisfied you already possess a solid understanding of the concepts discussed, feel free to proceed to subsequent chapters. If, however, you find some of the content unfamiliar, it may be wise to read with greater attention.

Those who are fairly new to Tableau should find this chapter helpful in getting up to speed quickly; however, since this book targets advanced topics, relatively little time is spent considering the basics. For a more thorough consideration of fundamental topics, consider Learning Tableau, written by Joshua Milligan and published by Packt Publishing.

In this chapter, we will discuss the following:

  • The Tableau universe

  • Understanding the Tableau interface and basic terminology

  • Worksheet and dashboard creation

  • Connecting Tableau to your data

  • Measure Names and Measure Values

  • Three essential Tableau concepts