Book Image

Tableau Cookbook - Recipes for Data Visualization

By : Shweta Sankhe-Savale
Book Image

Tableau Cookbook - Recipes for Data Visualization

By: Shweta Sankhe-Savale

Overview of this book

Data is everywhere and everything is data! Visualization of data allows us to bring out the underlying trends and patterns inherent in the data and gain insights that enable faster and smarter decision making. Tableau is one of the fastest growing and industry leading Business Intelligence platforms that empowers business users to easily visualize their data and discover insights at the speed of thought. Tableau is a self-service BI platform designed to make data visualization and analysis as intuitive as possible. Creating visualizations with simple drag-and-drop, you can be up and running on Tableau in no time. Starting from the fundamentals such as getting familiarized with Tableau Desktop, connecting to common data sources and building standard charts; you will walk through the nitty gritty of Tableau such as creating dynamic analytics with parameters, blended data sources, and advanced calculations. You will also learn to group members into higher levels, sort the data in a specific order & filter out the unnecessary information. You will then create calculations in Tableau & understand the flexibility & power they have and go on to building story-boards and share your insights with others. Whether you are just getting started or whether you need a quick reference on a “how-to” question, This book is the perfect companion for you
Table of Contents (18 chapters)
Tableau Cookbook – Recipes for Data Visualization
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
Index

Grouping our data


Being able to group our data into higher categories is a very useful feature. The data that we connect to may not always have all the fields that are required for our analysis. There are times when we would have to go beyond what is available in the data and create some new fields either by doing some calculations or by using some default features. Imagine having data where we have state names, city names, and so on; but the region field has not been captured in the data. Now, there are going to be instances where we would need to do a region-level analysis. For example, we have state-wise sales but want to see how the sales are at a regional level. This information however, is not present in the data.

It's a good thing we have the Grouping feature in Tableau. We can create a group on the state names and club the relevant states into regions. Let us see how to create and use Groups in the following recipe.

Getting ready

We will continue working in our existing workbook and...