Book Image

Tableau 10 Complete Reference

By : Joshua N. Milligan, Tristan Guillevin
Book Image

Tableau 10 Complete Reference

By: Joshua N. Milligan, Tristan Guillevin

Overview of this book

Graphical presentation of data enables us to easily understand complex data sets. Tableau 10 Complete Reference provides easy-to-follow recipes with several use cases and real-world business scenarios to get you up and running with Tableau 10. This Learning Path begins with the history of data visualization and its importance in today's businesses. You'll also be introduced to Tableau - how to connect, clean, and analyze data in this visual analytics software. Then, you'll learn how to apply what you've learned by creating some simple calculations in Tableau and using Table Calculations to help drive greater analysis from your data. Next, you'll explore different advanced chart types in Tableau. These chart types require you to have some understanding of the Tableau interface and understand basic calculations. You’ll study in detail all dashboard techniques and best practices. A number of recipes specifically for geospatial visualization, analytics, and data preparation are also covered. Last but not least, you'll learn about the power of storytelling through the creation of interactive dashboards in Tableau. Through this Learning Path, you will gain confidence and competence to analyze and communicate data and insights more efficiently and effectively by creating compelling interactive charts, dashboards, and stories in Tableau. This Learning Path includes content from the following Packt products: • Learning Tableau 10 - Second Edition by Joshua N. Milligan • Getting Started with Tableau 2018.x by Tristan Guillevin
Table of Contents (20 chapters)
Title Page
About Packt
Deeper Analysis - Trends, Clustering, Distributions, and Forecasting

Row-level filters

To create a Row-lever filter, your Data Source must contain a field with the name of the User. It is a great solution when access is already defined in your data. This option uses a Tableau function: USERNAME(). This function returns the username of the current logged-in User.

Again, the best way to understand it is with an example. You can reproduce the tutorial with the Users and Groups in your Tableau Server and the Sample-Superstore Data Source. For this tutorial, I've created three Users in Tableau Server and the following Excel File, which I named User Access:

In the Excel File, we specified that:

  • John Snow has access to all the Regions (do not confuse John Snow, a famous epidemiologist who discovered, in 1854, that Cholera deaths were clustered around the water pumps in London thanks to data visualization, with Jon Snow, who knows nothing)
  • William Playfair only has access to West
  • Charles Minard only has access to Central

Here's the step-by-step guide of how to create a...