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  • Book Overview & Buying Learning Tableau
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Learning Tableau

Learning Tableau

By : Joshua N. Milligan
3.8 (22)
Buy this Book
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Learning Tableau

Learning Tableau

3.8 (22)
By: Joshua N. Milligan
Buy this Book

Overview of this book

If you want to understand your data using data visualization and don't know where to start, then this is the book for you. Whether you are a beginner or have years of experience, this book will help you to quickly acquire the skills and techniques used to discover, analyze, and communicate data visually. Some familiarity with databases and data structures is helpful, but not required.
Table of Contents (13 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Creating Your First Visualizations and Dashboard
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1. Creating Your First Visualizations and Dashboard
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Connecting to data in Access
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Foundations for building visualizations
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Visualizing data
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Bringing everything together in a dashboard
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Summary
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2. Working with Data in Tableau
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2. Working with Data in Tableau
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The Tableau paradigm
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Connecting to data
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Working with extracts instead of live connections
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Metadata and sharing data source connections
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Joins and blends
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Filtering data
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Summary
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3. Moving from Foundational to Advanced Visualizations
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3. Moving from Foundational to Advanced Visualizations
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Comparing values across different dimensions
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Visualizing dates and times
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Relating parts of the data to the whole
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Visualizing distributions
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Visualizing multiple axes to compare different measures
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Summary
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4. Using Row-level and Aggregate Calculations
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4. Using Row-level and Aggregate Calculations
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Creating and editing calculations
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Three levels of calculation
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Parameters
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Practical examples of calculations and parameters
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Ad hoc calculations
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Performance considerations
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Summary
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5. Table Calculations
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5. Table Calculations
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An overview of table calculations
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Quick table calculations
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Scope and direction
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Addressing and partitioning
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Advanced table calculations
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Practical examples
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Summary
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6. Formatting a Visualization to Look Great and Work Well
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6. Formatting a Visualization to Look Great and Work Well
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Formatting considerations
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How formatting works in Tableau
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Adding value to visualizations
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Summary
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7. Telling a Data Story with Dashboards
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7. Telling a Data Story with Dashboards
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Dashboard objectives
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Example – is least profitable always unprofitable?
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How actions work
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Example – a regional scorecard
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Story points
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Summary
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8. Adding Value to Analysis – Trends, Distributions, and Forecasting
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8. Adding Value to Analysis – Trends, Distributions, and Forecasting
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Trends
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Distributions
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Forecasting
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Summary
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9. Making Data Work for You
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9. Making Data Work for You
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Structuring data for Tableau
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Dealing with data structure issues
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An overview of advanced fixes for data problems
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Summary
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10. Advanced Techniques, Tips, and Tricks
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10. Advanced Techniques, Tips, and Tricks
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Sheet swapping and dynamic dashboards
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Leveraging sets to answer complex questions
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Mapping techniques
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Using background images
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Summary
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11. Sharing Your Data Story
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11. Sharing Your Data Story
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Presenting, printing, and exporting
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Sharing a workbook with users of Tableau Desktop or Tableau Reader
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Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
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Summary
12
Index
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Index

Visualizing dates and times

Often in your analysis, you will want to understand when something happened. You'll ask questions like these:

  • When did we gain the most new customers?

  • What time of the day has the highest call volume?

  • What kinds of seasonal trends do we see in sales and profit?

Fortunately, Tableau makes this kind of visual discovery and analysis easy.

The built-in date hierarchy

When you are connected to a flat file, relational, or extracted data source, Tableau provides a robust built-in date hierarchy for any date field.

Tip

Cubes/OLAP connections do not allow Tableau hierarchies. You will want to ensure that all date hierarchies and date values you need are defined in the cube.

To see this in action, continue with the visualization workbook and create a view similar to the one shown in the following screenshot by dragging and dropping Sales to Rows and Order Date to Columns:

Note that even though the Order Date field is a date, Tableau defaulted to showing sales by year. Additionally...

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Learning Tableau
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