Book Image

The Tableau Workshop

By : Sumit Gupta, Sylvester Pinto, Shweta Sankhe-Savale, JC Gillet, Kenneth Michael Cherven
Book Image

The Tableau Workshop

By: Sumit Gupta, Sylvester Pinto, Shweta Sankhe-Savale, JC Gillet, Kenneth Michael Cherven

Overview of this book

Learning Tableau has never been easier, thanks to this practical introduction to storytelling with data. The Tableau Workshop breaks down the analytical process into five steps: data preparation, data exploration, data analysis, interactivity, and distribution of dashboards. Each stage is addressed with a clear walkthrough of the key tools and techniques you'll need, as well as engaging real-world examples, meaningful data, and practical exercises to give you valuable hands-on experience. As you work through the book, you'll learn Tableau step by step, studying how to clean, shape, and combine data, as well as how to choose the most suitable charts for any given scenario. You'll load data from various sources and formats, perform data engineering to create new data that delivers deeper insights, and create interactive dashboards that engage end-users. All concepts are introduced with clear, simple explanations and demonstrated through realistic example scenarios. You'll simulate real-world data science projects with use cases such as traffic violations, urban populations, coffee store sales, and air travel delays. By the end of this Tableau book, you'll have the skills and knowledge to confidently present analytical results and make data-driven decisions.
Table of Contents (12 chapters)
Preface

The Who, What, and Why of the Dashboard

Before you begin exploring how to best create dashboards in Tableau, it is equally important for you to answer some of the essential questions around building the dashboard: Why are you building the dashboard in the first place? What is your end goal and who is your target audience?

The Who: Audience

After years of building dashboards, one thing that most experienced Tableau users will agree upon is the fact that the kind of dashboard you build will depend on the seniority of the stakeholder that you'll be presenting it to. If you are building a dashboard for C-level execs or directors/VPs of the business, more often than not, you will need to create a holistic, high-level dashboard that presents a complete picture of the business data. By way of contrast, when you are building a dashboard for a business development manager or marketing manager, the dashboard needs to be a lot more granular and deeply detailed.

As you will see...