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

Hierarchies

Hierarchies are not specific to Tableau. As such, you have almost certainly used them previously, whether consciously or unconsciously. In a data context, when the relevant data is arranged logically based on its level of detail, it is called a hierarchy. In our Sample - Superstore dataset, you have already used hierarchies many times, including the Location hierarchy, which contains Country/Region, State, City, and Postal Code; the Product hierarchy consists of Category, Sub-Category, Manufacturer, and Product Name. Hierarchies grant you a comprehensive look into your data. For example, if you add the State dimension to your view, because of the hierarchies that were pre-created in your data, you can switch from state to city by clicking on the + icon in your shelf or go a level up by clicking the - sign as shown here:

Figure 11.10: Default hierarchies

Take a look at how hierarchies can be created through the following short exercise.

Exercise...