Overview of this book

Learning Tableau
Credits
www.PacktPub.com
Preface
Free Chapter
Creating Your First Visualizations and Dashboard
Working with Data in Tableau
Moving from Foundational to Advanced Visualizations
Using Row-level and Aggregate Calculations
Table Calculations
Formatting a Visualization to Look Great and Work Well
Telling a Data Story with Dashboards
Adding Value to Analysis – Trends, Distributions, and Forecasting
Making Data Work for You
Index

Index

A

• Access data source
• connecting to / Connecting to data in Access
• actions
• about / How actions work
• filter actions / How actions work
• highlight actions / How actions work
• URL actions / How actions work
• comparison / Comparing values across different dimensions
• dates and times / Visualizing dates and times
• parts of whole / Relating parts of the data to the whole
• distributions / Visualizing distributions
• multiple axes / Visualizing multiple axes to compare different measures
• aggregate-level calculations
• about / Three levels of calculation
• example / An aggregate-level example
• fixed / An aggregate-level example
• include / An aggregate-level example
• exclude / An aggregate-level example
• versus row-level calculations / Row level or aggregate – why does it matter?
• area charts
• example / Area charts
• creating / Area charts

B

• background images
• using / Using background images
• bar charts
• creating / Bar charts
• horizontal bar chart / Bar charts, Extending bar charts for deeper analysis
• extending, for deeper analysis / Extending bar charts for deeper analysis
• stacked bar chart / Extending bar charts for deeper analysis
• bar chart variations
• about / Bar chart variations
• bullet chart / Bullet charts – showing progress toward a goal
• bar-in-bar chart / The bar-in-bar chart
• single category, highlighting / Highlighting a single category
• box and whisker plots
• about / Box and whisker plots
• adding / Box and whisker plots

C

• calculations
• creating / Creating and editing calculations
• editing / Creating and editing calculations
• levels / Three levels of calculation
• row-level calculations / Three levels of calculation
• aggregate-level calculations / Three levels of calculation
• table calculations / Three levels of calculation
• practical examples / Practical examples of calculations and parameters
• performance considerations / Performance considerations
• circle charts
• creating / Circle charts
• jittering / Jittering
• combination charts
• comparison
• values, across different dimensions / Comparing values across different dimensions
• bar charts / Bar charts
• bar chart variations / Bar chart variations
• connection sharing, example / An example of customizing and sharing a connection
• context filters
• about / Implementing actions to tell the story
• continuous field
• about / Foundations for building visualizations
• controls
• dynamically showing / Dynamically showing and hiding other controls
• hiding / Dynamically showing and hiding other controls
• cube (.cub) files
• about / Shortcuts for connecting to data

D

• dashboard
• about / Bringing everything together in a dashboard, Dashboard objectives
• options / Bringing everything together in a dashboard
• visible worksheets, listing / Bringing everything together in a dashboard
• multiple additional objects, listing / Bringing everything together in a dashboard
• building / Building your dashboard
• objectives / Dashboard objectives
• example / Example – is least profitable always unprofitable?
• dashboard, objectives
• guided analysis / Dashboard objectives
• exploratory / Dashboard objectives
• scorecard / status snapshot / Dashboard objectives
• narrative / Dashboard objectives
• data
• sharing, with Tableau Server users / Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
• sharing, with Tableau Online users / Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
• sharing, with Tableau Public users / Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
• data blending
• about / Blending data sources
• example / A blending example
• data connection
• about / Connecting to data
• performing / Connecting to data
• in file / Connecting to data in a file
• customizing / Connecting to data in a file
• on server / Connecting to data on a server
• in cloud / Connecting to data in the cloud
• shortcuts / Shortcuts for connecting to data
• data densification / Last occurrence
• data filtering
• at source / Filtering data
• discrete fields, filtering / Filtering discrete (blue) fields
• continuous fields, filtering / Filtering continuous (green) fields
• dates, filtering / Filtering dates
• options / Other filtering options
• data source
• customizing / Customizing a data source
• sharing / Sharing a data source
• blending / Blending data sources
• data structure
• about / Structuring data for Tableau
• tall data / Good structure – tall and narrow instead of short and wide
• wide data / Good structure – tall and narrow instead of short and wide
• star schema / Good structure – star schemas (data mart / data warehouse)
• issues / Dealing with data structure issues
• in Tableau connections / Restructuring data in Tableau connections
• incorrect detail level, working with / Working with an incorrect level of detail
• advanced fixes / An overview of advanced fixes for data problems
• data visualization
• bar charts / Bar charts
• line charts / Line charts
• geographic visualizations / Geographic visualizations
• Show Me toolbar, using / Using Show Me
• Data window, calculations
• features / Creating and editing calculations
• date field, dates and time visualization
• Date Part / The built-in date hierarchy
• Date Value / The built-in date hierarchy
• Exact Date / The built-in date hierarchy
• dates and time visualization
• about / Visualizing dates and times
• built-in date hierarchy / The built-in date hierarchy
• date field / The built-in date hierarchy
• variations / Variations in date and time visualizations
• Gantt charts / Gantt charts
• Dimensions
• about / Foundations for building visualizations
• direction
• about / Scope and direction
• options / Scope and direction
• working with / Working with scope and direction
• discrete field
• about / Foundations for building visualizations
• distributions
• distribution visualization
• circle charts / Circle charts
• box and whisker plots / Box and whisker plots
• histogram / Histograms
• dual axis
• example / Dual Axis
• creating / Dual Axis

E

• ETL / Structuring data for Tableau
• example, dashboard
• views, building / Building the views
• dashboard framework, creating / Creating the dashboard framework
• actions, implementing / Implementing actions to tell the story
• regional scorecard / Example – a regional scorecard
• exporting
• extracts
• working with / Working with extracts instead of live connections
• creating / Creating extracts
• configuring / Creating extracts
• using / Using extracts, When to use an extract
• performance / Performance
• portability / Portability and security
• security / Portability and security

F

• field-level formatting
• filled maps, geographic visualizations
• filter actions
• about / How actions work, Filter actions
• editing / Filter actions
• setting / Filter actions
• example / Filter actions
• forecasting
• formatting
• working / How formatting works in Tableau
• workbook level / How formatting works in Tableau
• story level / How formatting works in Tableau
• dashboard level / How formatting works in Tableau
• worksheet level / How formatting works in Tableau
• rich text formatting / How formatting works in Tableau
• worksheet-level formatting / Worksheet-level formatting
• field-level formatting / Field-level formatting
• options / Additional formatting options
• full outer join

G

• Gantt chart
• using / Gantt charts
• geographic view
• customizing / Customizing a geographic view
• geographic visualizations
• filled maps / Filled maps
• symbol maps / Symbol maps
• about / Connecting to data in the cloud
• granularity / Structuring data for Tableau

H

• highlight actions
• about / How actions work, Highlight actions
• histogram
• creating / Histograms

• iframes
• inner join

J

• jittering
• joins
• about / Joins and blends
• blends / Joins and blends
• table, joining / Joining tables
• inner / Joining tables
• left / Joining tables
• right / Joining tables
• full outer / Joining tables

L

• left join
• level of detail / Extending bar charts for deeper analysis
• level of detail (LOD) / Working with an incorrect level of detail
• / Working with an incorrect level of detail
• level of detail calculations / An aggregate-level example
• line charts
• time-series chart / Line charts
• extending, for deeper analysis / Extending line charts for deeper analysis
• about / Blending data sources
• live connection

M

• main workspace
• about / Connecting to data in Access
• menu / Connecting to data in Access
• toolbar / Connecting to data in Access
• sidebar / Connecting to data in Access
• drag and drop data fields / Connecting to data in Access
• canvas / Connecting to data in Access
• tabs / Connecting to data in Access
• status bar / Connecting to data in Access
• mapping
• techniques / Mapping techniques
• standard geographic data, supplementing / Supplementing the standard geographic data
• geographic view, customizing / Customizing a geographic view
• tips / Some final mapping tips
• materialized fields
• Measure Names / The bar-in-bar chart
• Measures
• about / Foundations for building visualizations
• Measure Values / The bar-in-bar chart
• models, trend
• Linear / Trend models
• Logarithmic / Trend models
• Exponential / Trend models
• Polynomial / Trend models
• analyzing / Analyzing trend models
• multiple axes visualization
• about / Visualizing multiple axes to compare different measures
• scatterplot / Scatterplots
• dual axis / Dual Axis
• combination charts / Combination charts

N

• non-Cartesian chart types / Treemaps

P

• parameters
• creating / Creating parameters
• creation interface / Creating parameters
• features, of creation interface / Creating parameters
• partitioning
• parts of whole visualization
• about / Relating parts of the data to the whole
• stacked bars / Stacked bars
• treemaps / Treemaps
• area charts / Area charts
• pie charts / Pie charts
• pie charts
• creating / Pie charts
• practical examples, calculations
• about / Practical examples of calculations and parameters
• data issues, fixing / Fixing data issues
• data, exporting / Extending the data
• user experience, enhancing / Enhancing user experience, analysis, and visualizations
• analysis, enhancing / Enhancing user experience, analysis, and visualizations
• visualizations, enhancing / Enhancing user experience, analysis, and visualizations
• data blending / Achieving flexibility with data blends
• presenting
• printing

Q

• quick table calculations / Quick table calculations

R

• regional scorecard
• creating / Example – a regional scorecard
• right join
• row-level calculations
• about / Three levels of calculation
• example / A row-level example
• versus aggregate-level calculations / Row level or aggregate – why does it matter?

S

• scatterplot
• scope
• about / Scope and direction
• options / Scope and direction
• working with / Working with scope and direction
• security considerations, extracts
• about / Portability and security
• sets
• leveraging, to answer complex questions / Leveraging sets to answer complex questions
• sheet selection
• about / Sheet swapping and dynamic dashboards
• sheet swapping
• about / Sheet swapping and dynamic dashboards
• Show Me toolbar
• about / Using Show Me
• features / Using Show Me
• example / Using Show Me
• stacked bars
• star schema
• about / Good structure – star schemas (data mart / data warehouse)
• example / Good structure – star schemas (data mart / data warehouse)
• story points
• example / Story points
• surrogate key / Good structure – star schemas (data mart / data warehouse)
• symbol map, geographic visualizations

T

• Tableau
• Access data, connecting to / Connecting to data in Access
• main workspace / Connecting to data in Access
• data, visualizing / Visualizing data
• dashboard / Bringing everything together in a dashboard
• formatting, working / How formatting works in Tableau
• URL, for Viz of the Day / Story points
• trends / Trends
• distributions / Distributions
• forecasting / Forecasting
• data structure / Structuring data for Tableau
• poorly shaped data, in visualizations / Working with poorly shaped data in visualizations
• presenting / Presenting
• printing / Printing
• exporting / Exporting
• Tableau connections
• data structure / Restructuring data in Tableau connections
• Tableau Data Extract (TDE) / Connecting to data on a server
• Tableau Data Source (TDS) file / Sharing a data source
• Tableau Desktop
• workbook, sharing with users / Sharing a workbook with users of Tableau Desktop or Tableau Reader
• Tableau Online users
• publishing to / Publishing to Tableau Server and Tableau Online
• Tableau Packaged Workbook (TWBX) file
• about / Portability and security
• example / A simple example
• Tableau Public
• publishing to / Publishing to Tableau Public
• workbook, sharing with users / Sharing a workbook with users of Tableau Desktop or Tableau Reader
• Tableau Server
• publishing to / Publishing to Tableau Server and Tableau Online
• interacting with / Interacting with Tableau Server
• used, for distribution options / Additional distribution options using Tableau Server
• Tableau Workbook (TWB) file
• about / Portability and security
• table calculations
• about / Three levels of calculation, An overview of table calculations
• aggregation / An overview of table calculations
• filtering / An overview of table calculations
• late filtering / An overview of table calculations
• performance / An overview of table calculations
• creating / Creating and editing table calculations
• editing / Creating and editing table calculations
• quick table calculations / Quick table calculations
• Metatable functions / Advanced table calculations
• Lookup and previous value / Advanced table calculations
• Running functions / Advanced table calculations
• Window functions / Advanced table calculations
• Rank functions / Advanced table calculations
• R script functions / Advanced table calculations
• Total function / Advanced table calculations
• practical examples / Practical examples
• table calculations, examples
• Moving Average / Moving Average
• ranking, within higher levels / Ranking within higher levels
• late filtering / Late filtering
• last occurrence / Last occurrence
• tables
• joining / Joining tables
• tall data
• about / Good structure – tall and narrow instead of short and wide
• time-series chart
• TQL (Tableau Query Language)
• treemaps
• example / Treemaps
• creating / Treemaps
• trend
• lines, customizing / Customizing trend lines
• models / Trend models
• models, analyzing / Analyzing trend models

U

• URL actions
• about / How actions work, URL actions

V

• visible fields
• visualizations
• building / Foundations for building visualizations
• example / Foundations for building visualizations
• tooltips / Tooltips
• poorly shaped data, working with / Working with poorly shaped data in visualizations
• VizQL