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

Exporting data

Last, but not least, we may want to export our data. We have seen before that a right-click on a symbol in the flow pane offers the possibility to preview the data in Tableau Desktop:

  1. If you want a flow to run according to a schedule or save it to a location, it’s best to use Add | Output.
  2. After you do this, the following screen will appear:

Figure 3.54: Save to file

  1. The user now has the option to save the data to a file, and also to save it in Hyper file format as .hyper, as .xlsx (new in Tableau 2021.1), or as a .csv file.
  2. Another option is to publish the newly generated data source directly to Tableau Server and make it available to other users. For this option, select Publish as a data source instead of Save to File from the dropdown.
  3. A third option to save Prep output has been added to Tableau 2020.3: writing the resulting data to an external database. If you want to do so, select the Database table option...