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Mastering Tableau 2026

Mastering Tableau 2026 - Fifth Edition

By : Marleen Meier
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Mastering Tableau 2026

Mastering Tableau 2026

By: Marleen Meier

Overview of this book

Master the full capabilities of Tableau to design, build, and scale modern data visualization and business intelligence solutions. This book takes you beyond the basics to help you create advanced Tableau dashboards, perform efficient data preparation with Tableau Prep Builder, and deliver impactful analytics across your organization. Through practical examples, you’ll learn how to turn raw data into meaningful insights using proven Tableau data visualization techniques. As you progress, you’ll work with calculated fields and LOD expressions to build more flexible and powerful analyses. You’ll also explore performance optimization, deployment, and collaboration using Tableau Server, along with best practices for data governance and security in enterprise environments. In addition, the book covers AI-powered Tableau features that enhance analysis and accelerate insight discovery. You’ll apply advanced techniques such as time series analysis, geospatial analytics, and data modeling, and extend Tableau’s capabilities through Python and R integration for more sophisticated analytics workflows. By the end of this book, you’ll be equipped to build scalable, high-performance Tableau analytics solutions, enabling you to solve complex business problems with confidence.
Table of Contents (19 chapters)
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15
Chapter 15: The Intelligent Era of Tableau AI, Pulse, and Next
18
Index

Exporting data

Last, but not least, we may want to export our data. We have seen before that a right-click on a symbol in the flow pane offers the possibility to preview the data in Tableau Desktop:

  1. If you want a flow to run according to a schedule or save it to a location, it's best to use Add | Output.
  2. After you do this, the following screen will appear:
    Image 51

    Figure 3.51: Save to file

  3. You now has the option to save the data to a file, and also to save it in Hyper file format as .hyper, as .xlsx (new in Tableau 2021.1), or as a .csv file.
  4. Another option is to publish the newly generated data source directly to Tableau Server and make it available to other users. For this option, select Publish as a data source instead of Save to File from the dropdown.
  5. A third option to save Prep output has been added to Tableau 2020.3 — writing the resulting data to an external database. If you want to do so, select the Database table option...
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Mastering Tableau 2026
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