Book Image

Mastering Tableau 2023 - Fourth Edition

By : Marleen Meier
Book Image

Mastering Tableau 2023 - Fourth Edition

By: Marleen Meier

Overview of this book

This edition of the bestselling Tableau guide will teach you how to leverage Tableau's newest features and offerings in various paradigms of the BI domain. Updated with fresh topics, including the newest features in Tableau Server, Prep, and Desktop, as well as up-to-date examples, this book will take you from mastering essential Tableau concepts to advance functionalities. A chapter on data governance has also been added. Throughout this book, you'll learn how to use Tableau Hyper files and Prep Builder to easily perform data preparation and handling, as well as complex joins, spatial joins, unions, and data blending tasks using practical examples. You'll also get to grips with executing data densification and explore other expert-level examples to help you with calculations, mapping, and visual design using Tableau extensions. Later chapters will teach you all about improving dashboard performance, connecting to Tableau Server, and understanding data visualization with examples. Finally, you'll cover advanced use cases, such as self-service analysis, time series analysis, geo-spatial analysis, and how to connect Tableau to Python and R to implement programming functionalities within Tableau. By the end of this book, you'll have mastered Tableau 2023 and be able to tackle common and advanced challenges in the BI domain.
Table of Contents (19 chapters)
17
Other Books You May Enjoy
18
Index

Connecting Tableau to your data

At the time of writing, Tableau’s data connection menu includes more than 90 different connection types. And that’s somewhat of an understatement since some of those types contain multiple options. For example, Other Files includes more than 30 options. Of course, we won’t cover the details for every connection type, but we will cover the basics. The official documentation on all connectors can be found here: https://help.tableau.com/current/pro/desktop/en-us/exampleconnections_overview.htm.

Upon opening a new instance of Tableau Desktop from within Tableau Desktop (File | New), you’ll notice a Connect to Data link in the top-left corner of the workspace. Clicking on that link will enable you to connect to the data. Opening a new instance of Tableau from the application’s location on your computer will bring up the blue Connect pane right away. Alternatively, you can click on the New Data Source icon on the toolbar...