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

To get the most out of this book

This book does not assume specific database knowledge, but it will definitely help to have some basic familiarity with data itself. We'll cover the foundational principles first, and while it may be tempting to skip the first chapter, please don't! We'll lay a foundation of terminology and explore the paradigm that will be used throughout the remainder of the book.

You'll be able to follow along with many of the examples in the book using Tableau Desktop and Tableau Prep Builder (in Chapter 15, Taming Data with Tableau Prep).

Most examples can be completed with almost any recent version of Tableau, but to fully explore the new Data Model capabilities, you will need Tableau 2020.2 or later.

You may download and install the most recent versions from Tableau using these links:

Tableau Desktop: https://www.tableau.com/products/desktop/download

Tableau Prep Builder: https://www.tableau.com/products/prep/download

Please speak to a Tableau representative for specific licensing information. In most cases, you may install a 14-day trial of each product if you do not currently have a license.

Depending on the terms of your license, Tableau also typically allows you to use your license on two machines. This means you might have Tableau installed at the office (perhaps even an older version) but can also install the latest version on your home machine. Check your licensing agreement and speak to a Tableau representative to verify details in your case.

Download the example code files

You can download the example code files for this book from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files emailed directly to you.

You can download the code files by following these steps:

  1. Log in or register at http://www.packtpub.com.
  2. Select the SUPPORT tab.
  3. Click on Code Downloads & Errata.
  4. Enter the name of the book in the Search box and follow the on-screen instructions.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

  • WinRAR / 7-Zip for Windows
  • Zipeg / iZip / UnRarX for Mac
  • 7-Zip / PeaZip for Linux

The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Learning-Tableau-2020. We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://static.packt-cdn.com/downloads/9781800200364_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. For example; "Connect to Hospital Visits.xlsx and generate an extract."

A block of code is set as follows:

IF LEFT([Room], 1) = "1"
THEN "First Floor" 
ELSEIF LEFT([Room], 1) = "2" 
THEN "Second Floor" 
END 

Bold: Indicates a new term, an important word, or words that you see on the screen, for example, in menus or dialog boxes, also appear in the text like this. For example: "Select Table Layout | Advanced from the Analysis menu."

Warnings or important notes appear like this.

Tips and tricks appear like this.