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Tableau 2019.x Cookbook

By : Dmitry Anoshin, Rintaro Sugimura, Matic, Bogdanovic, Lincoln, Shirokov

3.4 (5)

Tableau 2019.x Cookbook

3.4 (5)

By: Dmitry Anoshin, Rintaro Sugimura, Matic, Bogdanovic, Lincoln, 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.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Sections

Get in touch

Free Chapter

Getting Started with Tableau Software

Getting Started with Tableau Software

Technical requirements

Introduction to Tableau

Connecting to the data

Building a bar chart using Show Me

Building a text table

Adding filters

Adding color

Building a tree map

Building a map

Building a dual-axis map

Customizing tooltips

Data Manipulation

Data Manipulation

Technical requirements

Introduction

Joining data sources

Adding a secondary data source

Data blending

Data union

Using Tableau Pivot

Preparing data

Tableau Extracts

Tableau Extracts

Introduction

Overview of different file formats in Tableau

Creating a data source extract

Configuring an incremental extract

Upgrading to Hyper

Creating extracts using cross-database joins

Troubleshooting extracts with Tableau Server

Tableau Desktop Advanced Calculations

Tableau Desktop Advanced Calculations

Technical requirements

Introduction

Creating calculated fields

Implementing quick table calculations

Creating and using groups

Creating and using sets

Creating and using parameters

Implementing the basics of level of detail expressions

Using custom geocoding

Using polygons for analytics

Tableau Desktop Advanced Filtering

Tableau Desktop Advanced Filtering

Technical requirements

Introduction

Implementing a top N filter

Adding filters to context

Creating a measure filter

Creating date range filters

Creating relative dates filters

Implementing table calculation filters

Implementing action filters

Building Dashboards

Building Dashboards

Technical requirements

Introduction

Creating a dashboard

Formatting a dashboard

Setting filters

Setting filters across various data sources

Adding highlight actions

Setting layouts

Building a self-service dashboard

Telling a Story with Tableau

Telling a Story with Tableau

Technical requirements

Introduction

Creating a Tableau story

Setting the narrative of the Story

Choosing the right charts

Writing effective headlines

Recommendation and executive summary

Formatting the Story

Tableau Visualization

Tableau Visualization

Technical requirements

Introduction

Dual axis waterfall chart

Pareto chart

Bump chart

Sparklines chart

Donut chart

Motion chart

Tableau Advanced Visualization

Tableau Advanced Visualization

Technical requirements

Introduction

Lollipop charts

Sankey diagrams

Marimekko charts

Hex-Tile maps

Waffle charts

Tableau for Big Data

Tableau for Big Data

Technical requirements

Introduction

Connecting with Amazon Redshift

Launching an Amazon Redshift cluster

Connecting a Redshift cluster

Loading sample data into the Redshift cluster

Connecting Redshift with Tableau

Creating a Tableau report

Tuning Redshift for efficient Tableau performance

Connecting to Amazon Redshift Spectrum

Connecting to Snowflake

Using SnowSQL CLI

Connecting Tableau to Snowflake

Connecting big data

Accessing semi–structured data

Connecting Amazon Elastic MapReduce with Apache Hive

Creating sample data

Connect Tableau with Apache Hive

Forecasting with Tableau

Forecasting with Tableau

Technical requirements

Introduction

Basic forecasting and statistical inference

Forecasting on a dataset with outliers

Using R within Tableau

Forecasting based on multiple regression

Regression with random forest

Time series forecasting

Advanced Analytics with Tableau

Advanced Analytics with Tableau

Technical requirements

Introduction

Running segmentation analysis

Discovering the latent structure of the dataset

Extracting the structure beneath discrete variables

Data mining with tree-based models

Identifying anomalies in data

Deploy Tableau Server

Deploy Tableau Server

Technical requirements

Introduction

Deploying Tableau Server in Windows

Deploying to Tableau Server

Deploying Tableau Server on Linux using AWS

Getting started with Tabcmd

Tableau Troubleshooting

Tableau Troubleshooting

Technical requirements

Introduction

Performance recording

Performance troubleshooting and best practices

Troubleshooting through log files

Preparing Data for Analysis with Tableau Prep

Preparing Data for Analysis with Tableau Prep

Introduction

Technical requirements

Installing Tableau Prep

Building the first flow with Tableau Prep

Working with big data

ETL Best Practices for Tableau

ETL Best Practices for Tableau

Introduction

Technical requirements

Getting started with Matillion ETL

Deploying Tabcmd on Linux

Creating Matillion Shared Jobs

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Using custom geocoding

Tableau can recognize many locations as geographical values and assign geographical coordinates to them, allowing us to map them without actually knowing their exact coordinates. But, sometimes, we would like to use map locations that Tableau does not recognize as geographical data and can't generate longitude and latitude for.

In those cases, we can provide Tableau with the geographical coordinates ourselves using custom geocoding.

Getting ready

In this recipe, we will use two datasets: one we want to create our views from, and one that contains custom geocoding data. Make sure you have both the Serbian_provinces_population_size.csv and Province_geocoding.csv datasets saved to your device...

Visually different images

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Programming languages

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