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.

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Table of Contents (19 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
1
Reviewing the Basics
Reviewing the Basics
Creating worksheets and dashboards
Connecting Tableau to your data
Measure Names and Measure Values
Three essential Tableau concepts
Exporting data to other devices
Summary
Free Chapter
2
Getting Your Data Ready
Getting Your Data Ready
Understanding Hyper
Focusing on data preparation
Summary
3
Using Tableau Prep Builder
Using Tableau Prep Builder
Connecting to data
The Prep GUI
Data quality
Additional options with Prep
Exporting data
Summary
4
Learning about Joins, Blends, and Data Structures
Learning about Joins, Blends, and Data Structures
Relationships
Joins
Unions
Blends
Understanding data structures
Summary
5
Introducing Table Calculations
Introducing Table Calculations
Partition and direction of addressing
Directional and non-directional addressing
Application of functions
Guidelines: a reminder
Summary
6
Utilizing OData, Data Densification, Big Data, and Google BigQuery
Utilizing OData, Data Densification, Big Data, and Google BigQuery
Using the OData connector
Introducing data densification
Tableau and big data
Summary
7
Practicing Level of Detail Calculations
Practicing Level of Detail Calculations
Introducing LODs
FIXED and EXCLUDE
INCLUDE
Building practical applications with LODs
Summary
8
Going Beyond the Basics
Going Beyond the Basics
Improving popular visualizations
Custom background images
Tableau Exchange
Einstein Discovery
Summary
9
Working with Maps
Working with Maps
Extending Tableau’s mapping capabilities without leaving Tableau
Creating custom polygons
Heatmaps
Dual axes and layering maps
Extending Tableau mapping with other technology
Swapping maps
Custom geocoding
Summary
10
Presenting with Tableau
Presenting with Tableau
Getting the best images out of Tableau
From Tableau to PowerPoint
Embedding Tableau into PowerPoint
Embedding Tableau into Google Slides
Animating Tableau
Story points and dashboards for presentations
Presentation resources
Summary
11
Designing Dashboards and Best Practices for Visualizations
Designing Dashboards and Best Practices for Visualizations
Visualization design theory
Formatting rules
Color rules
Visualization type rules
Keep visualizations simple
Dashboard design
Dashboard best practices
Summary
12
Leveraging Advanced Analytics
Leveraging Advanced Analytics
Visualizing world indices correlations
Geo-spatial analytics with Chicago traffic violations
Building a map of intersections
Extending geo-spatial analytics with distance measures
Summary
13
Improving Performance
Improving Performance
Understanding the performance-recording dashboard
Hardware and on-the-fly techniques
Connecting to data sources
Working with extracts
Using filters wisely
Efficient calculations
Other ways to improve performance
Summary
14
Exploring Tableau Server and Tableau Cloud
Exploring Tableau Server and Tableau Cloud
Publishing a data source to Tableau Server
Web authoring
Maintaining workbooks on Tableau Server
More Tableau Server settings and features
Summary
15
Integrating Programming Languages
Integrating Programming Languages
Integrating programming languages
R installation and integration
Implementing R functionality
Python installation and integration
Implementing Python functionality
Summary
16
Developing Data Governance Practices
Developing Data Governance Practices
What is data governance?
Data governance principles
Data governance in Tableau
Follow-along examples
17
Other Books You May Enjoy
Other Books You May Enjoy
18
Index
Index

FIXED and EXCLUDE

The first playground we will build will be for the purpose of exploring two of the three LOD functions: FIXED and EXCLUDE. We will use a set of parameters and associated calculated fields to efficiently explore how these functions work.

Setting up the workbook

Much of the groundwork for this exercise has already been completed in the workbook associated with this chapter. The following steps will simply require you to open different calculations and parameters to see how they have been set up and why this works. Explanations are given along the way. If you do not have ready access to the workbook, you should be able to construct a similar one by referencing the following steps.

To complete the initial setup of a worksheet, take the following steps:

  1. Navigate to https://public.tableau.com/profile/marleen.meier to locate and download the workbook associated with this chapter.
  2. Open the workbook associated with this chapter and navigate to...
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