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

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Tableau 10 Complete Reference
Joshua N. Milligan | Tristan Guillevin
Dec, 2018 | 8 hours 16 minutes
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Table of Contents (20 chapters)
Title Page
Title Page
About Packt
About Packt
Contributors
Contributors
Preface
Preface
Free Chapter
1
Creating Your First Visualizations and Dashboard
Creating Your First Visualizations and Dashboard
Connecting to data
Foundations for building visualizations
Visualizing data
Creating bar charts
Creating line charts
Creating geographic visualizations
Using Show Me
Bringing everything together in a dashboard
Summary
2
Working with Data in Tableau
Working with Data in Tableau
The Tableau paradigm
Connecting to data
Managing data source metadata
Working with extracts instead of live connections
Tableau file types
Joins and blends
Filtering data
Summary
3
Moving from Foundational to More Advanced Visualizations
Moving from Foundational to More Advanced Visualizations
Comparing values across different dimensions
Visualizing dates and times
Relating parts of the data to the whole
Visualizing distributions
Visualizing multiple axes to compare different measures
Summary
4
Using Row-Level, Aggregate, and Level of Detail Calculations
Using Row-Level, Aggregate, and Level of Detail Calculations
Creating and editing calculations
Overview of the three main types of calculations
Level of Detail calculations
Parameters
Practical examples of calculations and parameters
Ad hoc calculations
Performance considerations
Summary
5
Table Calculations
Table Calculations
Overview of table calculations
Quick table calculations
Relative versus fixed
Scope and direction
Addressing and partitioning
Custom table calculations
Practical examples
Data densification
Summary
6
Formatting a Visualization to Look Great and Work Well
Formatting a Visualization to Look Great and Work Well
Formatting considerations
Understanding how formatting works in Tableau
Adding value to visualizations
Summary
7
Telling a Data Story with Dashboards
Telling a Data Story with Dashboards
Dashboard objectives
Example - is least profitable always unprofitable?
Designing for different displays and devices
How actions work
Example - regional scorecard
Stories
Summary
8
Deeper Analysis - Trends, Clustering, Distributions, and Forecasting
Deeper Analysis - Trends, Clustering, Distributions, and Forecasting
Trending
Clustering
Distributions
Forecasting
Summary
9
Making Data Work for You
Making Data Work for You
Structuring data for Tableau
Techniques for dealing with data structure issues
Overview of advanced fixes for data problems
Summary
10
Advanced Visualizations, Techniques, Tips, and Tricks
Advanced Visualizations, Techniques, Tips, and Tricks
Advanced visualizations
Sheet swapping and dynamic dashboards
Advanced mapping techniques
Using background images
Animation
Summary
11
Sharing Your Data Story
Sharing Your Data Story
Presenting, printing, and exporting
Sharing with users of Tableau Desktop and Tableau Reader
Sharing with users of Tableau Server, Tableau Online, and Tableau Public
Additional distribution options using Tableau Server
Summary
12
Catching Up with Tableau 2018
Catching Up with Tableau 2018
Tableau Desktop
Tableau Server/Online
Summary
13
Deal with Security
Deal with Security
Tableau Server security
User Filters
Row-level filters
Summary
14
How to Keep Growing Your Skills
How to Keep Growing Your Skills
The Tableau Community
Tableau Public
Community projects
Ambassadors, Zen Masters, and Iron Viz
Summary
Other Books You May Enjoy
Other Books You May Enjoy
Leave a review - let other readers know what you think
Index
Index

Understanding how formatting works in Tableau

Tableau uses default formatting that includes default fonts, colors, shading, and alignment. Additionally, there are several levels of formatting you can customize, as shown in the following diagram:

  • Workbook level: The following type of formatting comes under this category:
    • Workbook defaults: from the menu, select Format|Workbook. The ability to set certain formatting as the default for the workbook is new to Tableau 10.
    • Default field formatting: Using the drop down menu on a field in the data pane, navigate to Default Properties | Date Format or Default Properties | Number Format. This sets the default format in Tableau's metadata and will be applied to any view where custom formatting has not been applied.
  • Story level: Navigate to a story tab and navigate to Format | Story (or Story | Format) to edit formatting for story specific elements. These include options for customizing shading, title, navigator, and description.
  • Dashboard level: Dashboard...
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