Book Image

Getting Started with Tableau 2018.x

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2018.x

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
Free Chapter
1
Catching Up with Tableau 2018
Index

Groups, Sets, and Bins


Groups, Sets, and Bins are synonyms, but they are fundamentally different in Tableau:

  • Groups and Sets are created from Dimensions. Bins are created from Measures.
  • Groups and Bins are Dimensions, but Sets are a different Tableau element

A bit lost? That's normal! Let's see some examples that you can reproduce with the Sample-Superstore dataset, starting with Groups.

Groups

A Group is a way to create a new Dimension that gathers different values of another Dimension. A Group is static; you need to modify it manually.

A Group is characterized by the 

 icon.

There are two ways to create a Group:

  • Manually, with a menu, when you know in advance how to gather the values.
  • Visually, in the view, when there are too many insignificant values.

Let's start by creating a Group, manually, with Sample Superstore:

  1. Right-click on Sub-Category, go to Create, then click on Group.
  2. A new window opens where you see the list of the values in that Dimension. In this menu, you can manage the Groups.
  3. To create...