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

Visualization design theory

Your visualization thought process should always begin with the basics of design from the lowest level. In other words, we will start talking about the worksheets displayed on dashboards and ensure that those worksheets are well designed.

Therefore, our discussion will begin with a consideration of visualization design principles, such as the following collection, which is inspired by the 7 principles of design: https://www.turing.com/kb/what-are-the-7-principles-of-design-detailed-breakdown:

  • Emphasize what is most important
  • Amplify important data points
  • Align and balance elements with appropriate use of color, size, and texture
  • Use contrast to highlight elements or groups
  • Limit the use of colors or fonts to three to increase brand identity and keep control
  • Use human-user friendly proportions, like the golden cut
  • Keep the user’s eye moving in a Z line
  • Use lines for benchmarks or thresholds...