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

Understanding data structures

The right data structure is not easily definable. True, there are ground rules. For instance, tall data is generally better than wide data. A wide dataset with lots of columns can be difficult to work with, whereas the same data structured in a tall format with fewer columns but more rows is usually easier to work with.

But this is not always the case! Some business questions are more easily answered with wide data structures. And that is the crux of the matter. Business questions determine the right data structure. If one structure answers all questions, great! However, your questions may require multiple data structures. The pivot feature in Tableau helps you adjust data structures on the fly to answer different business questions.

Before beginning this exercise, make sure you understand the following points:

  • Pivoting in Tableau is limited to Excel, text files, and Google Sheets; otherwise, you must use Custom SQL or Tableau Prep
  • ...