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

Stories


The stories feature allows you to tell a story using interactive snapshots of dashboards and views. The snapshots become points in a story. This allows you to construct a guided narrative or even an entire presentation.

Let's consider an example in which story points might be useful. Executive managers are pleased with the regional scorecard dashboard you developed above. Now, they want you to make a presentation to the board and highlight some specific issues for the South region. With minimal effort, you can take your simple scorecard, add a few additional views, and tell an entire story:

  1. First we'll build a couple of additional views. Create a simple geographic view named Profit Ratio KPI by State. Make this a filled map with the AGG (KPI - Profit Ratio) field defining the color.

  2. Add Profit Ratio to the Detail of the Marks card so it is available for later use:

  3. Create one additional view named Profit Ratio by Quarter. Use Order Date as a continuous date value on Columns and Profit...