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

Adding Data in the Flow

As seen in Chapter 2, Data Preparation using Tableau Desktop, the first step of any data preparation activity is to add the data into your workflow. To do that in Prep, click on Connections and select the data source. In the following exercise, you will connect to file-based data sources, but the process is similar for server-based data sources.

Exercise 3.01: Connecting to an Excel File

In this exercise, you will connect with your very first data source in Prep. Follow these steps to complete the exercise:

  1. After installing Tableau Prep Builder, find the files in the following location on your computer:
    • Windows
      C:\Program Files\Tableau\Tableau Prep Builder <version>\help\Samples\en_US\Superstore Files
    • Mac
      /Applications/Tableau Prep Builder <version>.app/Contents/help/Samples/en_US/Superstore Files
  2. Click on Connections and select the Microsoft Excel option.
  3. This will open the menu from which you can select the Excel file. Navigate...