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

Filtering data

Often, you will want to filter data in Tableau in order to perform an analysis on a subset of data, narrow your focus, or drill into details. Tableau offers multiple ways to filter data.

While you may apply any number of filters to any given view, if you want to limit the scope of all your analysis to a subset of data, you can filter the data at the source using one of the following techniques:

  • Data source filters are applied before all other filters and are useful when you want to limit your analysis to a subset of data.
  • Extract filters limit the data that is stored in an extract (.tde or .hyper). Data source filters are often converted into extract filters if they are present when you extract the data.
  • Custom SQL filters can be accomplished using a live connection with custom SQL, which has a Tableau parameter in the WHERE clause. We’ll examine parameters in Chapter 4, Starting an Adventure with Calculations and Parameters.
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