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

Playground II: INCLUDE

The second playground we will build will be for the purpose of exploring INCLUDE. Like in Playground I: FIXED and EXCLUDE, we'll start with setting up the workbook for effective exploration. If you do not have ready access to the workbook, you should be able to construct a similar one by referencing the following information.

Setting up the workbook

In the following, we will set up a worksheet with which we can practice the INCLUDE LOD calculations:

  1. Open the workbook associated with this chapter and navigate to the Exploring Include worksheet
  2. The parameters and calculated fields named 1st Dim, 2nd Dim, 3rd Dim, and 4th Dim created in the previous exercises are also utilized for this worksheet
  3. Right-click on the 1st Dim parameter and choose Duplicate
  4. Rename the duplicate Choose Included Dims
  5. Create a new calculated field named Case Include with the following code:
    CASE [Choose Included Dims]
    WHEN 1 THEN...