Book Image

Getting Started with Tableau 2019.2 - Second Edition

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2019.2 - Second Edition

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading data visualization tools and is regularly updated with new functionalities and features. The latest release, Tableau 2019.2, promises new and advanced features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2019.2 will get you up to speed with these additional functionalities. The book starts by highlighting the new functionalities of Tableau 2019.2, providing concrete examples of how to use them. However, if you're new to Tableau, you won't have to worry as the book also covers the major aspects of Tableau with relevant examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and even share data online. In the concluding chapters, you'll delve into advanced techniques such as creating a cross-database join and data blending. By the end of this book, you will be able to use Tableau effectively to create quick, cost-effective, and business-efficient Business Intelligence (BI) solutions.
Table of Contents (16 chapters)
15
Index

Chapter 1, Catching Up with Tableau 2019, explains every new feature of the different Tableau 2019 versions. You'll learn how to use them with clear explanations, examples, and tutorials. This chapter is the best way to catch up with the new releases if you already have some Tableau knowledge. Beginners should start with Chapter 2, The Tableau Core.

Chapter 2, The Tableau Core, explains the basics that every Tableau users should know. It contains an overview of the different products, a description of Tableau's workspaces, wordings, and clear explanations of Tableau's most crucial concepts, such as Dimension, Measure, Discrete, Continuous, Live, and Extract.

Chapter 3, Getting Started with Tableau Desktop, represents your first real experience with Tableau and is designed as a guided tutorial. In just one chapter you'll connect to data, build three visualizations, an interactive dashboard, and answer business questions with the power of Tableau's data exploration capabilities.

Chapter 4, Connecting to Data and Simple Transformations, focuses on data connections, starting with general rules when connecting to files and servers. This chapter also goes into detail about essential features such as Joins, Unions, and Transformations (Pivot, Split, and more).

Chapter 5, Building an Efficient Data Source, helps you build the best data source for your analysis. Having a customized and well-organized data source is crucial in Tableau. You'll learn the different elements that compose a data source, how to refresh and deals with the changes, and change the default format. This chapter also focuses on creating Groups, Hierarchies, Sets, and Bins.

Chapter 6, Design Insightful Visualizations, teaches you the different ways of building visualizations in Tableau with double-clicks, the Show Me menu, or simple drag and drops. You'll also see a description of the different Mark Types and properties. Then you will learn how to build visualizations with multiple measures thanks to Dual Axis, or Measure Name and Measure Values. Filters, Quick-Filters, Pages, and an overview of the different options available complete the global vision of what you can do when creating a visualization.

Chapter 7, Powerful Dashboards, Stories, and Actions, is a key chapter in which you'll learn the basics about building dashboards in Tableau with an overview of the different objects available and advice about which layout to use. You'll also see how to add interactivity with the different Actions, and how to tell compelling stories with the Story points.

Chapter 8, Publishing and Interacting in Tableau Server, is the culmination of what you've learned in the previous chapters. This chapter focuses on Tableau Server/Online, how to publish your dashboards and Data Sources online, how to interact with published content, and how to build device-specific layouts.

Chapter 9, An Introduction to Calculations, is the first advanced chapter where you'll expand Tableau's capabilities by creating new calculated fields with powerful formulas. After describing the basics of calculation, you'll understand how to use advanced formulas such as Table Calculation and Level Of Detail.

Chapter 10, Analytics and Parameters, focuses on two significant aspects of Tableau that combine well. The first part, Analytics, describes how to add Reference Lines, Forecast, Clusters, Trend Lines, Totals, and more. The second part explains how to create and use parameters to add more interactivity to your analysis. Finally, you'll create a real-life business usage combining analytics features, parameters, and calculations.

Chapter 11, Advanced Data Connections, presents three major features: cross-database Join and data-blending to create analyses that combine multiple connection types, and Wildcard Unions to build automatic unions based on multiple files. This chapter will help you tackle data connection challenges.

Chapter 12, Dealing with Security, is the last technical chapter of this book and focuses on three ways to secure your data: permissions on Tableau Server, user filters on Tableau Desktop, and row-level data security in your data.

Chapter 13, How to Keep Growing Your Skills, is a non-technical but essential chapter. You'll discover many ways of learning new things and growing your Tableau skills thanks to community projects. The chapter is also a tribute to the Tableau community, presenting many ways to be part of that big family, which shares a passion for data visualization with Tableau.