Book Image

Learning Tableau 2020 - Fourth Edition

By : Joshua N. Milligan
Book Image

Learning Tableau 2020 - Fourth Edition

By: Joshua N. Milligan

Overview of this book

Learning Tableau strengthens your command on Tableau fundamentals and builds on advanced topics. The book starts by taking you through foundational principles of Tableau. We then demonstrate various types of connections and how to work with metadata. We teach you to use a wide variety of visualizations to analyze and communicate the data, and introduce you to calculations and parameters. We then take an in-depth look at level of detail (LOD) expressions and use them to solve complex data challenges. Up next, we show table calculations, how to extend and alter default visualizations, build an interactive dashboard, and master the art of telling stories with data. This Tableau book will introduce you to visual statistical analytics capabilities, create different types of visualizations and dynamic dashboards for rich user experiences. We then move on to maps and geospatial visualization, and the new Data Model capabilities introduced in Tableau 2020.2. You will further use Tableau Prep’s ability to clean and structure data and share the stories contained in your data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2020 for decision-making.
Table of Contents (19 chapters)
9
Visual Analytics – Trends, Clustering, Distributions, and Forecasting
17
Other Books You May Enjoy
18
Index

Stories

The stories feature allows you to tell a story using interactive snapshots of dashboards and views. The snapshots become points in a story. This allows you to construct a guided narrative or even an entire presentation.

Let's consider an example in which story points might be useful. The executive managers are pleased with the Regional Scorecard dashboard you developed previously. Now, they want you to make a presentation to the board and highlight some specific issues for the South region. With minimal effort, you can take your simple scorecard, add a few additional views, and tell an entire story:

  1. First, we'll build a couple of additional views. Create a simple geographic view named ProfitRatio KPI by State. Make this a filled map with the KPI – Profit Ratio field, defining color.
  2. Add Profit Ratio to the Detail part of the Marks card so that it is available for later use:

    Figure 8.36: Profit Ratio KPI by State uses color encoding...