Book Image

Mastering Tableau 2021 - Third Edition

By : Marleen Meier, David Baldwin
Book Image

Mastering Tableau 2021 - Third Edition

By: Marleen Meier, David Baldwin

Overview of this book

Tableau is one of the leading business intelligence (BI) tools that can help you solve data analysis challenges. With this book, you will master Tableau's features and offerings in various paradigms of the BI domain. Updated with fresh topics including Quick Level of Detail expressions, the newest Tableau Server features, Einstein Discovery, and more, this book covers essential Tableau concepts and advanced functionalities. Leveraging Tableau Hyper files and using Prep Builder, you’ll be able to perform data preparation and handling easily. You’ll gear up to perform complex joins, spatial joins, unions, and data blending tasks using practical examples. Next, you’ll learn how to execute data densification and further explore expert-level examples to help you with calculations, mapping, and visual design using Tableau extensions. You’ll also learn about improving dashboard performance, connecting to Tableau Server and understanding data visualization with examples. Finally, you'll cover advanced use cases such as self-service analysis, time series analysis, and geo-spatial analysis, and connect Tableau to Python and R to implement programming functionalities within it. By the end of this Tableau book, you’ll have mastered the advanced offerings of Tableau 2021 and be able to tackle common and advanced challenges in the BI domain.
Table of Contents (18 chapters)
16
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17
Index

Maintaining workbooks on Tableau Server

We have now learned about the dashboard editing options, but we have not yet discussed how we can keep track of changes and make sure that we don't lose important information in the process of producing new information. This section will provide help on how to maintain workbooks on Tableau Server, starting with revision history.

Revision history

You, as a Tableau dashboard developer or maybe even a Tableau Server admin, want to make sure that your users are always looking at the right data. But then it happens: you edit a dashboard and after your edit, the dashboard displays faulty information. A user calls you and wants the old dashboard back immediately. What do you do? Use revision history!

Tableau Server ships with a revision history that ensures that the past 25 versions of each workbook and data source are retrievable. This setting can be enabled or disabled by the Tableau Server admin. In Tableau Desktop, if you attempt...