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

Summary

We began this chapter by exploring why LODs are so impactful and why their inclusion in Tableau was so lauded. Next, we built two playgrounds to explore how the three LODs—FIXED, EXCLUDE, and INCLUDE—work. Tableau’s default is to base calculations on the dimensions visible in the view. For example, if you have states in your view, the sales amount will be presented by state. If you are adding cities, the sales amount will be adjusted by state, by city. But, if you want to manipulate this default logic, you can use LODs. They allow you to calculate measures based on any dimension, no matter whether that dimension is represented in the view or not. We also saw that FIXED LODs are higher in the order of operations in Tableau than EXCLUDE and INCLUDE LODs. This is important to remember so that you use the correct LOD and/or filter in your dashboard.

In the next chapter, we’ll turn our attention to the visual side of Tableau and explore different...