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

Follow-along examples

In this last part of the chapter, you can try some of the data governance features yourself; feel free to follow along in your version of Tableau Server.

Certifying data sources

Certifying a data source involves designating it as a trusted and reliable asset through a process that verifies its quality, accuracy, and compliance. This certification instills trust, ensures data quality, supports compliance, promotes consistency, strengthens data governance, enhances decision-making, facilitates data discovery, and is conducted by data governance teams or experts within an organization.

You can certify a data source in Tableau by following these steps:

  1. Open Tableau Server.
  2. Open a data source.
  3. Click on the three dots next to the data source name.
  4. Select Edit Certification…:

Figure 16.2: Certification

  1. You can now type a message visible to data source users holding the reason for the certification...