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

Summary

We began this chapter with an introduction to relationships, followed by a discussion on complex joins, and discovered that, when possible, Tableau uses join culling to generate efficient queries to the data source. A secondary join, however, limits Tableau's ability to employ join culling. An extract results in a materialized, flattened view that eliminates the need for joins to be included in any queries. Unions come in handy if identically formatted data, stored in multiple sheets or data sources, needs to be appended.

Then, we reviewed data blending to clearly understand how it differs from joining. We discovered that the primary limitation in data blending is that no dimensions are allowed from a secondary source; however, we also discovered that there are exceptions to this rule. We also discussed scaffolding, which can make data blending surprisingly fruitful.

Finally, we discussed data structures and learned how pivoting can make difficult or impossible...