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
Another Book You May Enjoy
17
Index

Unions

Sometimes you might want to analyze data with the same metadata structure, which is stored in different files, for example, sales data from multiple years, or different months, or countries. Instead of copying and pasting the data, you can union it. We already touched upon this topic in Chapter 3, Tableau Prep Builder, but a union is basically where Tableau will append new rows of data to existing columns with the same header. Let's consider how to create a union, by taking the following steps:

  1. Create the union by dragging and dropping FactInternetSalesPartII from the left pane on top of FactInternetSales in the data source pane, until the word Union appears, a sign that when dropping the data now, the data will be used for a union:

    Figure 4.14: Union

  2. Alternatively, right-click on the primary dataset and select Convert to Union…:

    Figure 4.15: Convert to Union...

  3. In the following popup (Figure 4.16), the user has...