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

Summary

We began this chapter by exploring why LOD calculations are so impactful and why their inclusion in Tableau was so lauded. Next, we built two playgrounds to explore how the three LOD calculations—FIXED, EXCLUDE, and INCLUDE—work. Tableau's default is to base calculations on the dimensions visible in the view. For example, if you have states in your view, the sales amount will be presented by state. If you are adding cities, the sales amount will be adjusted by state, by city. But, if you want to manipulate this default logic, you can use LOD calculations. They allow you to calculate measures based on any dimension, no matter whether that dimension is represented in the view or not. We also saw that FIXED LODs are higher in the order of operations in Tableau than EXCLUDE and INCLUDE LODs. This is important to remember in order to use the correct LOD and/or filter in your dashboard.

In the next chapter, we'll turn our attention to the visual side...