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

Leveraging formatting in Tableau

We will focus on worksheet-level formatting in this chapter, as we’ve already covered metadata (data source-level formatting) in Chapter 2, Connecting to Data in Tableau, and we will cover dashboards and stories in Chapter 8, Telling a Data Story with Dashboards. However, it is beneficial to see the big picture of formatting in Tableau.

Tableau employs default formatting that includes default fonts, colors, shading, and alignment. Additionally, there are several levels of formatting you can customize, as shown in the following table:

Format Level

Description

Example

Locale

Based on the locale of the system (or a manually adjusted locale) and sets the default format used for currency and dates.

Setting the locale...