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
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18
Index

Relationships

Although this chapter will primarily focus on joins, blends, and the manipulation of data structures, let’s begin with an introduction to relationships: a new functionality available since Tableau 2020.2, and one that the Tableau community has been waiting a long time for. It is the new default option in the data canvas; therefore, we will first investigate relationships, which belong to the logical layer of the data model, before diving deeper into the join and union functionalities that operate on the physical layer.

To read all about the physical and logical layers of Tableau’s data model, visit the Tableau help pages: https://help.tableau.com/current/online/en-us/datasource_datamodel.htm.

For now, you can think of the logical layer as being able to count smarter. Imagine a customer table with unique customer names and an order table with hundreds of recorded orders. In a logical layer, a customer name with multiple orders (thus multiple...