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

Designing a Dashboard

Dashboard design is one aspect of Tableau that is a bit subjective and relies on the design and visual skills of the dashboard designer. In this sense, there isn't a single correct end result, but there are general design principles that will make your dashboard easier to interpret and ultimately more useful. In this section, you will incorporate those principles within the Tableau framework to create an attractive dashboard that makes it easy for the end user to understand the underlying data.

Before you start on your dashboard design path, there are a few questions you should ask yourself and your users. These questions will help to guide you as you create the many elements that will eventually be used to populate the dashboard. Here are some potential questions:

  • What are the critical metrics you should be measuring?
  • How granular should your measurements be? Are you looking at data for hourly, daily, weekly, monthly, or annual intervals?
  • ...