Book Image

Learning Tableau 2022 - Fifth Edition

By : Joshua N. Milligan
Book Image

Learning Tableau 2022 - Fifth Edition

By: Joshua N. Milligan

Overview of this book

Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features. This new edition is updated with Tableau’s latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau. After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data. You’ll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau’s Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder’s ability to efficiently clean and structure data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data.
Table of Contents (20 chapters)
18
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19
Index

Connecting to Data in Tableau

Tableau offers the ability to connect to nearly any data source. It does this with a unique paradigm that leverages the power and efficiency of existing database engines (for example, Snowflake or SQL Server) or alternatively extracts the data locally.

We’ll look at relating tables of data together using joins, blends, unions, and the object model in Chapter 14, Understanding the Tableau Data Model, Joins, and Blends. In this chapter, we’ll focus on essential concepts of how Tableau connects to and works with data more broadly. We’ll cover the following topics:

  • The Tableau paradigm
  • Connecting to data
  • Managing data source metadata
  • Working with extracts instead of live connections
  • Using sets and groups
  • Filtering data

We’ll start by gaining an understanding of the underlying paradigm of how Tableau works with data.