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

Adding user-based security inside a published data source using an entitlements table

An entitlements table is a table that identifies users and the data they are entitled to see.

Let’s begin by opening the Entitlements.xlsx file that we previously downloaded from GitHub with Microsoft Excel or another program that opens Microsoft Excel files. This is the same file we used to add our users to Tableau Server or Cloud earlier in this chapter.

The file should look like what’s shown in Figure 11.29:

Figure 11.29 – Entitlements table

Figure 11.29 – Entitlements table

This is a simple version of an entitlement table but works well to create our use case. It has two columns. The first is the user’s email, while the second is the countries they are entitled to see. We are going to take this table and join it to the Product Sales.csv table, which contains the Superstore sales data we have been using throughout this book.

Here are two important things to note...