Book Image

Data Modeling with Tableau

By : Kirk Munroe
Book Image

Data Modeling with Tableau

By: Kirk Munroe

Overview of this book

Tableau is unlike most other BI platforms that have a single data modeling tool and enterprise data model (for example, LookML from Google’s Looker). That doesn’t mean Tableau doesn’t have enterprise data governance; it is both robust and highly flexible. This book will help you effectively use Tableau governance models to build a data-driven organization. Data Modeling with Tableau is an extensive guide, complete with step-by-step explanations of essential concepts, practical examples, and hands-on exercises. As you progress through the chapters, you’ll learn the role that Tableau Prep Builder and Tableau Desktop each play in data modeling. You’ll also explore the components of Tableau Server and Tableau Cloud that make data modeling more robust, secure, and performant. Moreover, by extending data models for Ask and Explain Data, you’ll gain the knowledge required to extend analytics to more people in their organizations, leading to better data-driven decisions. Finally, this book will guide you through the entire Tableau stack and the techniques required to build the right level of governance into Tableau data models for the correct use cases. By the end of this Tableau book, you’ll have a firm understanding of how to leverage data modeling in Tableau to benefit your organization.
Table of Contents (22 chapters)
1
Part 1: Data Modeling on the Tableau Platform
4
Part 2: Tableau Prep Builder for Data Modeling
9
Part 3: Tableau Desktop for Data Modeling
14
Part 4: Data Modeling with Tableau Server and Online

Creating a published data source from the web interface of Tableau Server or Cloud

Tableau Desktop is the Tableau client for building both workbooks and published data sources. When using the Tableau web client, there are two distinct experiences for creating workbooks and published data sources. In this section, we will create a published data source from the web interface of Tableau Server or Cloud:

  1. From a web browser, sign in to your Tableau Server or Cloud. Navigate to Home. From the home screen, you should see a New icon. Click on the New icon to bring up the options shown in Figure 10.21:
Figure 10.21 – New options in the Tableau web user interface

Figure 10.21 – New options in the Tableau web user interface

  1. If your Tableau Server or Cloud is not licensed for data management, you will not see the Flow and Virtual Connection options. For this exercise, we want to focus on the Published Data Source option. If you want to try this independently, you can click on the Workbook option, and...