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

Example of exclude level of detail calculations

Exclude level of detail calculations are useful when you want to perform certain calculations at higher (less detailed) levels than the view level of detail. The following example will demonstrate how we can leverage this functionality.

Average credit score per loan type

In this example, we’ll answer the following question: how does the average credit score for a given loan type compare to the overall average for the entire portfolio?

Take the following view, which shows the average credit score per loan type (where loan types are grouped into portfolios):

Figure 5.13: This crosstab shows the average credit score per loan type

What if we wanted to compare the average credit score of each loan type with the overall average credit score for the entire portfolio? We could accomplish this with an exclude level of detail calculation that looks like this:

{EXCLUDE [Loan Type] : AVG([Credit Score])}
...