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

Example - regional scorecard


We'll consider another example dashboard which demonstrates slightly different objectives. Let's say everyone in the organization has agreed upon a key performance indicator of Profit Ratio KPI. Furthermore, there is consensus that the cut-off between an acceptable and poor profit ratio is 15.00% but management would like to have the option of adjusting the value dynamically to see if other targets might be better.

Consider the following dashboard:

This dashboard allows your audience to very quickly evaluate the performance of each region over the last 6 months. Executive management could very quickly pull this dashboard up on their mobile device and take appropriate action as needed.

The dashboard provides interactivity with the KPI target parameter. Additional means of drilling down into other dashboards or views could be provided if desired. If this view were published on Tableau Server, it is not unreasonable to think that regional managers might subscribe...