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

Data catalog, data lineage, data quality warnings, and certified data sources

In addition to Tableau Prep Conductor, Tableau Data Management also enables three other features, namely, data catalog, lineage, and data quality warnings. In this section, we will look at each of these features:

  1. From the same Tableau Server or Cloud instance we used in the previous exercise, click on the Explore navigation button on the left-hand side panel. If the side panel is collapsed, the Explore button will look similar to what’s shown in Figure 13.16:
Figure 13.16 – The Explore button

Figure 13.16 – The Explore button

  1. Click on the link for the Sales project. You should now see the Canada Sales published data source and Canada Sales Flow, which we created in the previous exercise, as shown in Figure 13.17:
Figure 13.17 – Sales project contents

Figure 13.17 – Sales project contents

  1. Click on the Canada Sales published data source link. Once we are on the data source...