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

Sets

Sets are custom-created fields used to define a subset of data based on pre-defined conditions or rules.

Think of sets as custom segments that are always binary: a data point is either in or out of the segment depending on whether the data point meets the criteria defined. Sets are created on dimensions, though your conditions can include measures if required. Sets can either be static or dynamic, and you can also combine multiple sets into one set in Tableau, which can be pretty useful, as you will learn from the following exercises. A set is identified in the Data pane by the field with a Venn diagram icon as shown here:

Figure 11.67: Venn diagram icon

Static Sets

As mentioned in the preceding section, sets can be either dynamic or static. In static sets, you define the set rules and create a fixed subset of the data, where the members of the set are not updated if the underlying data is updated with new data. For example, you create a Top City...