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

Summary

We began this chapter by considering visualization design theory. We looked at formatting rules, color rules, and rules about which visualization types to use and which we need to avoid. We also explored how to compromise when contradictory design goals are expressed by end users. Then, we discussed dashboard design principles. We covered three popular layouts: the Golden Rectangle, quad, and small multiple.

Afterward, we looked at how to use sheet selection techniques as an ally in good design. Specifically, we explored how to allow the end user to choose which visualization type to view, and how to hide and display filters so as to make the best use of screen real estate. Next, we discussed actions and download buttons for a better user experience, as well as item hierarchies and the Used In feature, which is very handy for organizing your dashboard. This, in turn, will help to improve the layout design. Finally, to combine everything we learned, we analyzed three Makeover...