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
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18
Index

Summary

In this chapter, we covered the basics of Tableau. We began with some basic terminology, then we looked at the basics of creating worksheets and dashboards. We focused on default behavior and how to override that behavior, and we considered some best practices. Then, we reviewed the fundamental principles of Measure Names and Measure Values. After that, we explored three essential Tableau concepts: dimensions and measures; row-, aggregate-, and table-level calculations; and the concepts of continuous and discrete. Of particular importance is understanding that row- and aggregate-level calculations are computed by the data source engine, while table-level calculations are handled by Tableau. Finally, we saw how to adjust your dashboard for other devices, such as a cellphone or tablet and Tableau Mobile in action.

In the next chapter, we’ll continue our Tableau exploration by looking at data. We’ll consider how data is prepared using Tableau’s data handling...