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

User filters


Students often ask me questions such as the following:

"I have sales managers over various territories. It's important that the sales managers see only their metrics, that is, not the metrics of the other sales managers. In order to accomplish this, do I have to create separate workbooks for each sales manager?"

Fortunately, the answer is no. Tableau provides user filters which allow the Tableau author to make sure that each of those sales managers sees only the information for which they have clearance.

Exercise - deploying a view level user filter

This exercise assumes a new, default install of Tableau Server. By default Tableau installs with a JaneDoe and a JohnSmith user. Both are used in this exercise:

  1. Access the workbook associated with this chapter and navigate to the worksheet entitled View Level User Filter.

  2. Note that the view is a field map of the USA with State on the Detail shelf, Region on the Color shelf, and Sales on the Label shelf.

  3. Log in to an instance of Tableau...