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

Maintaining workbooks on Tableau Server

We have talked about the dashboard editing options and auto-save, but we have not yet discussed how we can keep track of changes and make sure that we don’t lose important information in the process of producing new information. This section will provide help on how to maintain workbooks on Tableau Server, starting with revision history.

Revision history

You, as a Tableau dashboard developer or even a Tableau Server admin, want to make sure that your users are always looking at the right data. But then this happens: you edit a dashboard and after your edit, the dashboard displays faulty information. A user calls you and wants the old dashboard back immediately. What do you do? Use revision history!

Tableau Server ships with a revision history that ensures that the past 25 versions of each workbook and data source are retrievable. This setting can be enabled or disabled by the Tableau Server admin. In Tableau Desktop, if you...