| About the Author |
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vii | |
| About the Technical Editors |
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ix | |
| Credits |
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xi | |
| Acknowledgments |
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xiii | |
| Foreword |
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xxi | |
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| Foreword |
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xxiii | |
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| Introduction |
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xxv | |
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Chapter 1 Introduction and Getting Started with Tableau |
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1 | (24) |
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The Advantages of a Modern Analytics Platform |
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2 | (1) |
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My Personal Tableau Story |
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3 | (1) |
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The Tableau Application Suite |
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4 | (1) |
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Installing Tableau Desktop |
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5 | (1) |
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System Requirements for Tableau Desktop |
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5 | (1) |
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Downloading and Installing Tableau Desktop |
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6 | (1) |
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Registering and Activating Tableau Desktop |
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6 | (1) |
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6 | (3) |
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Crosstab Reports with Wide Tables |
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7 | (1) |
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Preparing Your Data for Analysis |
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8 | (1) |
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Long Tables Suitable for Analysis |
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8 | (1) |
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9 | (4) |
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9 | (1) |
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10 | (1) |
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Opening the Excel File Containing the Sample Dataset |
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11 | (2) |
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13 | (4) |
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15 | (1) |
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16 | (1) |
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Working with Measures and Dimensions |
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17 | (2) |
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Visualizing a First Measure |
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17 | (1) |
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Breaking Down a Measure Based on a Dimension |
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17 | (2) |
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19 | (2) |
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20 | (1) |
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Adding More Information to Tooltips |
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21 | (1) |
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Saving, Opening, and Sharing Your Workbooks |
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21 | (4) |
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21 | (2) |
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23 | (1) |
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Sharing Workbooks with Tableau Reader |
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23 | (2) |
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Chapter 2 Adding Data Sources in Tableau |
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25 | (24) |
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Setting Up a Data Connector |
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26 | (5) |
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27 | (1) |
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28 | (2) |
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Connecting to a Cloud Service |
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30 | (1) |
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31 | (1) |
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Adding a Table to a Data Model |
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31 | (1) |
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31 | (3) |
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34 | (2) |
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34 | (1) |
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Wildcard Unions (Automatic) |
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35 | (1) |
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Data Extracts and Live Connections |
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36 | (2) |
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36 | (1) |
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Untethered with a Data Extract |
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37 | (1) |
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Data Protection and Data Governance |
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38 | (1) |
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Editing the Model's Metadata |
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38 | (2) |
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40 | (1) |
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Changing a Field's Data Type |
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41 | (1) |
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Adding Hierarchies, Calculated Fields, and Table Calculations |
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41 | (1) |
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42 | (4) |
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Data Collection with IFTTT and Google Sheets |
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42 | (1) |
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Website Analysis with Google Analytics |
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43 | (3) |
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Checklist for Increasing Performance |
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46 | (3) |
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General Advice for Performance Optimization |
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46 | (1) |
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Performance Optimization with Files and Cloud Services |
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47 | (1) |
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Performance Optimization with Database Servers |
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48 | (1) |
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Chapter 3 Creating Data Visualizations |
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49 | (32) |
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50 | (2) |
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52 | (1) |
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52 | (1) |
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52 | (1) |
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Bar Charts, Legends, Filters, and Hierarchies |
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53 | (4) |
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54 | (1) |
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54 | (1) |
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55 | (2) |
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57 | (7) |
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57 | (1) |
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Adjusting the Time Dimension |
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58 | (1) |
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59 | (1) |
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59 | (2) |
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61 | (3) |
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64 | (3) |
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64 | (1) |
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64 | (2) |
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Step 3 Change the Mark Type |
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66 | (1) |
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67 | (2) |
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67 | (1) |
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Step 2 Choose an Interesting Color Palette |
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68 | (1) |
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Step 3 Change the Size of Marks |
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69 | (1) |
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69 | (4) |
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71 | (1) |
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Step 2 Overlay the Measures |
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71 | (2) |
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Cumulative Sums with Waterfall Charts |
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73 | (4) |
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73 | (1) |
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Step 2 Cumulative Sum and Gantt bars |
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74 | (1) |
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Step 3 Calculate the Step Size |
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75 | (2) |
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Reflection: The Anatomy of a Tableau Visualization |
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77 | (4) |
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Chapter 4 Aggregate Functions, Calculated Fields, and Parameters |
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81 | (24) |
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82 | (2) |
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84 | (2) |
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Aggregations in Calculated Fields |
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86 | (2) |
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88 | (2) |
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88 | (1) |
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Shortening Character Strings |
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89 | (1) |
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Converting Between Uppercase and Lowercase |
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90 | (1) |
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90 | (1) |
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90 | (4) |
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90 | (1) |
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Traditional Gregorian and ISO 8601 Calendars |
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91 | (1) |
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92 | (1) |
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92 | (1) |
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93 | (1) |
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Logical Functions in Calculated Fields |
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94 | (3) |
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94 | (1) |
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Case Discrimination with IF-THEN-ELSE Logic |
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95 | (1) |
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Case Discrimination with the IIF Function |
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96 | (1) |
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97 | (1) |
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97 | (1) |
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Creating a Parameter and Displaying the Control Element |
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97 | (1) |
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Parameters in Calculated Fields |
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98 | (2) |
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100 | (5) |
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Chapter 5 Table Calculations and Level of Detail Calculations |
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105 | (26) |
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Different Types of Calculations |
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106 | (1) |
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Order of Processing Steps |
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107 | (1) |
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107 | (6) |
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Setting Up a Quick Table Calculation |
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107 | (3) |
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110 | (1) |
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Editing Table Calculations |
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110 | (3) |
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Customized Table Calculations |
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113 | (10) |
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113 | (3) |
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116 | (2) |
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Adjustable Moving Average |
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118 | (5) |
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Level of Detail Expressions |
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123 | (8) |
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123 | (1) |
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124 | (1) |
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125 | (2) |
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127 | (4) |
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131 | (24) |
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132 | (2) |
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134 | (1) |
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134 | (2) |
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136 | (1) |
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137 | (3) |
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138 | (1) |
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138 | (1) |
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139 | (1) |
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140 | (3) |
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Step 1 Create the Second Chart |
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141 | (1) |
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Step 2 Embedding the Chart in Tooltips |
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142 | (1) |
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Reflection: The Anatomy of a Tableau Map |
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143 | (1) |
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144 | (1) |
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145 | (2) |
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145 | (1) |
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146 | (1) |
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146 | (1) |
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147 | (8) |
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Undersea Communication Cables |
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148 | (4) |
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152 | (3) |
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Chapter 7 Advanced Analytics: Trends, Forecasts, Clusters, and other Statistical Tools |
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155 | (26) |
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Overview of the Tableau Analytics Pane |
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156 | (1) |
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Constant, Average, and Reference Lines |
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157 | (1) |
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157 | (5) |
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158 | (2) |
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160 | (1) |
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Line and Trend Model Description |
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161 | (1) |
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162 | (4) |
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Adding a Forecast Line to the View |
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162 | (1) |
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162 | (2) |
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164 | (2) |
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166 | (2) |
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166 | (1) |
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Saving and Working with Clustering Results |
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167 | (1) |
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Python, R, and MATLAB Integration |
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168 | (13) |
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Getting Started with Python and TabPy |
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169 | (1) |
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Connecting Tableau with TabPy |
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170 | (2) |
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Python Scripts in Calculated Fields |
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172 | (1) |
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Trellis Chart with Python Script |
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173 | (1) |
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174 | (1) |
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175 | (1) |
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Example: Local Regression with R |
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175 | (3) |
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178 | (3) |
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Chapter 8 Interactive Dashboards |
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181 | (24) |
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Preliminary Considerations |
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182 | (1) |
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183 | (1) |
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184 | (1) |
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Placing Charts on the Dashboard |
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185 | (2) |
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187 | (1) |
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188 | (3) |
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191 | (8) |
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191 | (2) |
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Adding and Editing Filter and Highlight Actions |
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193 | (2) |
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Adding Web Content via URL Actions |
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195 | (3) |
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Email Notifications via URL Actions |
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198 | (1) |
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Dashboard Starters: Templates for Cloud Data |
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199 | (2) |
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Dashboard Best Practices and Inspiration |
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201 | (4) |
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Design Tips for Creating a Dashboard |
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201 | (1) |
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Tableau Public: A Gallery of Inspiration |
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202 | (3) |
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Chapter 9 Sharing Insights with Colleagues and the World |
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205 | (16) |
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Preliminary Considerations |
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206 | (1) |
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Tableau Online and Tableau Server |
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207 | (6) |
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207 | (4) |
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211 | (1) |
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212 | (1) |
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213 | (3) |
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Publishing to Tableau Public |
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214 | (2) |
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Your Tableau Public Profile |
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216 | (1) |
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216 | (5) |
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Chapter 10 Data Preparation with Tableau Prep |
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221 | (24) |
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222 | (4) |
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226 | (2) |
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228 | (1) |
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229 | (1) |
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230 | (1) |
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Data Cleaning and Formatting |
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231 | (6) |
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Cleaning Steps and the Profile Pane |
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231 | (2) |
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233 | (2) |
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Built-in Cleaning Features |
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235 | (1) |
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235 | (2) |
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237 | (1) |
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238 | (4) |
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239 | (1) |
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240 | (1) |
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240 | (2) |
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Running the Flow and Outputting the Data |
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242 | (2) |
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244 | (1) |
| Index |
|
245 | |