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

The Prep GUI

User experience is an important topic, not only when you build a dashboard but also when you use other aspects of Tableau. One of the biggest selling points of Tableau is and has always been the ease of using the GUI, and it is only one of the reasons Tableau is a much-loved tool by its customers.

The Prep GUI has two important canvases to look at. Right after you have connected data to Prep, the workspace will split into several parts:

Graphical user interface, text, application  Description automatically generated

Figure 3.3: Prep workspace sections

Let’s look at what we can see from the preceding screenshot:

A: The connection pane, showing you the input files available at the location selected.

B: The flow pane, which shows your current Prep flow. This always starts with an input step.

C: The input pane settings, which give you several options to configure your input.

D: The input pane samples, showing the fields you moved to the connection pane, including sample values.

In the input pane (C), you can...