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

Adding value to visualizations

Now that we've considered how formatting works in Tableau, let's take a look at some ways in which formatting can add value to a visualization.

When you apply custom formatting, always ask yourself what the formatting adds to the understanding of the data. Is it making the visualization clearer and easier to understand? Or is it just adding clutter and noise?

In general, try a minimalistic approach. Remove everything from the visualization that isn't necessary. Emphasize important values, text, and marks, while de-emphasizing those that are only providing support or context.

Consider the following visualization, all using default formatting:

The default format works very well. But compare that to this visualization:

Both the preceding diagrams are showing sales by the quarter, filtered to the office supplies department. With the...