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Data Modeling with Tableau

Data Modeling with Tableau

By : Kirk Munroe
4.5 (14)
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Data Modeling with Tableau

Data Modeling with Tableau

4.5 (14)
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)
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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

Tableau embedded data sources

The other main data source type in Tableau is an embedded data source. An embedded data source has the data model embedded within the Tableau workbook. What does this mean?

When we publish an embedded data source, we don’t publish the data source, but rather we publish a workbook that is not connected to a previously published data source. This is what makes the data source embedded. It is embedded in the workbook that has been published.

To see how this works, let’s go back to where we left off in Tableau Desktop in the previous section, namely, step 10:

  1. Before we publish a workbook, we need to create a chart on at least one sheet. From Sheet 1, double-click on Sales in the data pane. This will create a single bar representing all sales. Next, double-click on Region in the data pane. This will break sales up into four bars, one representing each region, as seen in Figure 2.13:
Figure 2.13 – Sales by region

Figure 2.13 –...

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Data Modeling with Tableau
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