Book Image

Learning Tableau 10 - Second Edition

Book Image

Learning Tableau 10 - Second Edition

Overview of this book

Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it’s a tool that’s responsive to the needs of modern businesses. But it’s most effective when you know how to get what you want from it – it might make your business intelligent, but it isn’t going to make you intelligent… We’ll make sure you’re well prepared to take full advantage of Tableau 10’s new features. Whether you’re an experienced data analyst that wants to explore 2016’s new Tableau, or you’re a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we’ve got you covered. Beginning with the fundamentals, such as data preparation, you’ll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You’ll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics. But it’s not just about you – when it comes to data it’s all about availability and access. That’s why we’ll show you how to share your Tableau visualizations. It’s only once insights are shared and communicated that you – and your organization – will start making smarter and informed decisions. And really, that’s exactly what this guide is for.
Table of Contents (17 chapters)
Learning Tableau 10 Second Edition
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface

Filtering data


Often you will want to filter data in Tableau in order to perform analysis on a subset of data, narrow your focus, or drill into detail. Tableau offers multiple ways to filter data.

If you want to limit the scope of your analysis to a subset of data, you can filter the data at the source:

  • Data source filters: These filters are applied before all other filters and are useful when you want to limit your analysis to a subset of data. These filters are applied before any other filters.

  • Extract filters: These filters limit the data that is stored in a Tableau Data Extract (.tde) file. Data source filters are often converted into extract filters if they are present when you extract the data.

  • Custom SQL filters: These filters can be accomplished using a live connection with custom SQL that has a Tableau parameter in the WHERE clause. We'll examine parameters in Chapter 4, Using Row-Level, Aggregate, and Level of Detail Calculations.

Additionally, you can apply filters to one or more...