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
Other Books You May Enjoy
19
Index

Using sets and groups

Sets and groups are related concepts in Tableau and both allow you to group related data together. In both cases, the grouping is defined in Tableau rather than at the source.

A group is a combination of values from one or more dimensions. For example, with the four regions Central, East, South, and West, you might choose to create two groups: East-Central and South-West. This would allow you to make new comparisons and find new insights at higher levels of geography than you might have previously. You can create a group using the context menu for a field by selecting Create | Group.

That will open a dialog box that allows you to define the groups, like this:

Graphical user interface, text, application, email  Description automatically generated

Figure 2.25: The Create Group dialog box allows you to group together values for a given dimension

The result is a field, Region (group), that you can use as you would any other dimension in your data.

You can also create ad-hoc groups by selecting marks in your visulalizations...