Book Image

Tableau 2019.x Cookbook

By : Dmitry Anoshin, Teodora Matic, Slaven Bogdanovic, Tania Lincoln, Dmitrii Shirokov
Book Image

Tableau 2019.x Cookbook

By: Dmitry Anoshin, Teodora Matic, Slaven Bogdanovic, Tania Lincoln, Dmitrii Shirokov

Overview of this book

Tableau has been one of the most popular business intelligence solutions in recent times, thanks to its powerful and interactive data visualization capabilities. Tableau 2019.x Cookbook is full of useful recipes from industry experts, who will help you master Tableau skills and learn each aspect of Tableau's ecosystem. This book is enriched with features such as Tableau extracts, Tableau advanced calculations, geospatial analysis, and building dashboards. It will guide you with exciting data manipulation, storytelling, advanced filtering, expert visualization, and forecasting techniques using real-world examples. From basic functionalities of Tableau to complex deployment on Linux, you will cover it all. Moreover, you will learn advanced features of Tableau using R, Python, and various APIs. You will learn how to prepare data for analysis using the latest Tableau Prep. In the concluding chapters, you will learn how Tableau fits the modern world of analytics and works with modern data platforms such as Snowflake and Redshift. In addition, you will learn about the best practices of integrating Tableau with ETL using Matillion ETL. By the end of the book, you will be ready to tackle business intelligence challenges using Tableau's features.
Table of Contents (18 chapters)

Building a bar chart using Show Me

In this recipe, we will build a bar chart using Show Me. The Show Me option is a handy way to get started with building Tableau visualizations. To make a visualization, you don't need to know exactly how to do it, you just need to know what fields from your data source you would like to include in it. Tableau will suggest the appropriate visualizations.

Getting ready

To complete this recipe, you need to connect to the Baby_names.csv dataset and open a new blank worksheet.

How to do it...

We will now create the bar chart using the Show Me option, while referring to the given steps.

Creating a chart using Show Me

  1. Hold the Ctrl key on your keyboard, then on State under Dimensions, and then choose Frequency under Measures.
  2. Release the Ctrl key and click on Show Me in the top-right corner of the workbook:
  1. A menu will open, offering various visualizations that are suitable for your data. Choose horizontal bars. You have just created your first visualization! Now, let's make it tidier and easier to read:

Sorting the chart

  1. Hover over the State pill in the Rows shelf so that a white arrows appears on it. Click on the arrow and select Sort...:
  1. Under Sort order, choose Descending.

  1. Under Sort by, select Field:

  1. Click on OK. The states are now sorted in descending order, by the value of Frequency, as follows:

How it works...

Tableau classifies the fields from a data source you connect to into two main types:

  • Dimensions: This section includes qualitative and categorical values, such as dates, strings, or geographical data
  • Measures: This section includes quantitative and numerical values

Measures and Dimensions can be both continuous, which means that they add axes to a view, and discrete, meaning they add field headers to a view. Continuous fields are marked with a green color, and discrete are marked with blue. However, you will notice that Measures are mostly continuous, while Dimensions are discrete:

When you select some measures and dimensions and click on Show Me, Tableau presents you with a range of basic visualizations that require the particular combination of measures and dimensions you selected.

There's more...

When you connect to a data source, Tableau automatically assigns type (measure or dimension) to each field in your data source. However, you can always change them manually by right-clicking on the field name under Measures/Dimensions and selecting Convert to Dimension / Convert to Measure:

See also