Tableau Cookbook - Recipes for Data Visualization

Tableau Cookbook - Recipes for Data Visualization

By : Shweta Sankhe-Savale

Buy this Book

Tableau Cookbook - Recipes for Data Visualization

By: Shweta Sankhe-Savale

Buy this Book

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

Tableau Cookbook – Recipes for Data Visualization

Credits

About the Author

About the Reviewer

www.PacktPub.com

Customer Feedback

Preface

Free Chapter

Keep Calm and Say Hello to Tableau

Introduction

Starting with Tableau Desktop

Introduction to My Tableau Repository and connecting to the sample data source

Building our first visualization and understanding the Tableau workspace

Saving a Tableau workbook

Ready to Build Some Charts? Show Me!

Introduction

Building views manually

Building views automatically

Understanding Show Me!

Creating a Text table

Creating a Highlight table

Creating a Heat map

Creating a Bar chart

Creating a Stacked Bar chart

Creating a Pie chart

Creating a Line chart

Creating an Area chart

Creating a Treemap

Creating a Packed Bubble chart

Creating a word cloud

Hungry for More Charts? Dig In!

Introduction

Creating an Individual axes chart

Creating a Blended axes chart

Creating a Side by Side Bar chart

Creating a Dual axes chart

Creating a Combination chart

Creating a Scatter plot

Creating a Box and Whisker plot

Creating a Gantt chart

Creating Maps

Using Background images

Slice and Dice – Grouping, Sorting, and Filtering Data

Introduction

Sorting our data

Creating a custom hierarchy

Grouping our data

Creating bins to bucket our data

Creating and using filters

Creating and using sets

Creating and using context filters

Adding Flavor – Creating Calculated Fields

Introduction

Understanding how to create and use Calculations

Creating string calculations

Creating arithmetic calculations

Creating date calculations

Creating logic calculations

Using sets in calculations

Understanding Table Calculations

Understanding Level of Detail (LOD) Calculations

Understanding INCLUDE LOD

Understanding EXCLUDE LOD

Understanding FIXED LOD

Understanding how to create and use Parameters

Serve It on a Dashboard!

Introduction

Combining multiple visualizations into a dashboard

Using the filter action

Using the highlight action

Using the URL action

The Right MIX – Blending Multiple Data Sources

Introduction

Understanding Multiple Table Join within a single database

Understanding Multiple Table Join across databases

Understanding Data Blending

Understanding and using Unions

Using Custom SQL Query to fetch data

Working with Tableau Extracts

Garnish with Reference Lines, Trends, Forecasting, and Clustering

Introduction

Understanding how to create and use trend lines

Understanding and using the forecasting functionality

Understanding and using reference lines – the bullet chart

Understanding how to perform clustering

Bon Appétit! Tell a Story and Share It with others

Introduction

Understanding and using story points

Saving our work as a packaged workbook

Publishing our work to Tableau Server or Tableau Online

Formatting in Tableau for Desserts

Introduction

Formatting across our entire workbook

Formatting within a worksheet

Using and formatting labels and annotations

Using and formatting titles and captions

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Combining multiple visualizations into a dashboard

A very important yet often neglected aspect of dashboard design is its ability to communicate information in a seamless and coherent manner; without this, a dashboard becomes nothing more than a series of unrelated views and scattered information.

In order to make the dashboard more holistic and useful, it needs to be designed with a specific purpose in mind. Different people in an organization will need different slices of information and each resulting dashboard should be aligned to this specific purpose. For example, a CXO will typically want to look at a higher or macro level of information that gives him a pulse of the overall health of the business, whereas a marketing head would want to look at a more granular perspective, of say his customer segmentation and transactional behavior, in order to plan a more effective marketing strategy.

To create and use dashboards in Tableau, let us follow the recipe given here.

Getting ready

In order...

Tableau Cookbook - Recipes for Data Visualization

By : Shweta Sankhe-Savale

Tableau Cookbook - Recipes for Data Visualization

By: Shweta Sankhe-Savale

Overview of this book

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Tableau Cookbook - Recipes for Data Visualization

Combining multiple visualizations into a dashboard

Getting ready