Book Image

Learning Tableau 2019 - Third Edition

By : Joshua N. Milligan
Book Image

Learning Tableau 2019 - Third Edition

By: Joshua N. Milligan

Overview of this book

Tableau is the gold standard of business intelligence and visual analytics tools in every industry. It enables rapid data visualization and interpretation with charts, graphs, dashboards, and much more. Updated with the latest features of Tableau, this book takes you from the foundations of the Tableau 2019 paradigm through to advanced topics. This third edition of the bestselling guide by Tableau Zen Master, Joshua Milligan, will help you come to grips with updated features, such as set actions and transparent views. Beginning with installation, you'll create your first visualizations with Tableau and then explore practical examples and advanced techniques. You'll create bar charts, tree maps, scatterplots, time series, and a variety of other visualizations. Next, you'll discover techniques to overcome challenges presented by data structure and quality and engage in effective data storytelling and decision making with business critical information. Finally, you'll be introduced to Tableau Prep, and learn how to use it to integrate and shape data for analysis. By the end of this book, you will be equipped to leverage the powerful features of Tableau 2019 for decision making.
Table of Contents (18 chapters)
Free Chapter
1
Section 1: Tableau Foundations
5
Section 2: Leveraging the Full Power of Tableau
10
Digging Deeper - Trends, Clustering, Distributions, and Forecasting
11
Section 3: Data Prep and Structuring
14
Section 4: Advanced Techniques and Sharing with Others

Working with extracts instead of live connections

Most data sources allow the option of either connecting live or extracting the data. However, some cloud-based data sources require an extract. Conversely, OLAP data sources cannot be extracted and require live connections.

When using a live connection, Tableau issues queries directly to the data source (or uses data in the cache, if possible). When you extract the data, Tableau pulls some or all of the data from the original source and stores it in an extract file. Prior to version 10.5, Tableau used a Tableau Data Extract (.tde) file. Starting with version 10.5, Tableau uses Hyper extracts (.hyper) and will convert .tde files to .hyper as you update older workbooks.

Extracts extend the way in which Tableau works with data. Consider the following diagram:

The fundamental paradigm of how Tableau works with data does not change...