Whether you're a beginner just learning how to create data visualizations or a Jedi who's already used Tableau for years, this cookbook has a recipe for everyone. Author Lorna Brown provides more than 100 practical recipes to enhance the way you build Tableau dashboards--and helps you understand your data through the power of Tableau Desktop's interactive data visualizations.
With this cookbook, Tableau beginners will learn hands-on how this unique self-serve tool works, while experienced users will find this book to be an ideal reference guide on how to employ specific techniques. It also links you to online resources and community features, such as Tableau Tip Tuesday and Workout Wednesday. By the time you reach the end, you'll be a competent user of Tableau Desktop.
You'll learn how to:
• Build both basic and complex data visualizations with Tableau Desktop
• Gain hands-on experience with Tableau's latest features, including set and parameter actions
• Create interactive dashboards to support business questions
• Improve your analytical skills to enhance the visualizations you've already created
• Learn data visualization skills and best practices to help you and your organization
Author(s): Lorna Brown
Edition: 1
Publisher: O'Reilly Media
Year: 2021
Language: English
Commentary: Publisher's PDF
Pages: 684
City: Sebastopol, CA
Tags: Data Analysis; Data Visualization; Tableau
Copyright
Table of Contents
Preface
What Is Data?
An Introduction to Data Visualization
An Introduction to Tableau
Why I Wrote This Book
Who Is This Book For?
How the Book Is Organized
Outcomes of the Book
Conventions Used in This Book
Using Code Examples
O’Reilly Online Learning
How to Contact Us
Acknowledgments
Part I. Starting at the Very Beginning
Chapter 1. Introduction to Data
1.1 Connecting to Data
1.2 Searching for Data
Problem
Solution
Discussion
1.3 Connecting to a File
Problem
Solution
Discussion
1.4 Messy Data Sources
Problem
Solution
Discussion
1.5 Connecting to a Server
Problem
Solution
Discussion
1.6 Saved Data Sources
Problem
Solution
Discussion
1.7 Connecting to Secondary Data Sets: The Data Model
Relating Your Data: Logical Layer
Creating Relationship Calculations
Unioning Your Data: The Physical Layer
Joining Your Data: The Physical Layer
1.8 Data Types
Problem
Solution
Discussion
1.9 Creating Extracts
Problem
Solution
Discussion
Summary
Chapter 2. Getting Started with Tableau
2.1 Creating a New Worksheet
Problem
Solution
Discussion
2.2 The Tableau Workspace
2.3 The Data Pane
Problem
Solution
Discussion
2.4 Dimension Versus Measure
Problem
Solution
Discussion
2.5 Discrete Versus Continuous
Problem
Solution
Discussion
2.6 Calculated Fields
Problem
Solution
Discussion
2.7 Shelves and Cards
Rows and Columns
Marks Card
Filters Shelf
Continuous Filters
2.8 What Is Show Me?
Problem
Solution
Discussion
2.9 Formatting in Tableau
Problem
Solution
Discussion
Summary
Part I Conclusion
Part II. Building a Foundation
Chapter 3. Bar Charts
3.1 Horizontal Bar Chart
Problem
Solution
Discussion
Adding a Constant Line
Changing to a User-Controlled Reference Line
Adding Color to a Parameterized Reference Line
Adding Average Lines
3.2 Grouping
Problem
Solution
Discussion
Visual Grouping
Discrete Grouping
Conditional Grouping
3.3 Top N Filter
Problem
Solution
Discussion
3.4 Stacked Bar Chart
Problem
Solution
Discussion
3.5 100% Stacked Bar Chart (Percent of Total)
Problem
Solution
Discussion
3.6 Discrete Bar in Bar Chart
Problem
Solution
Discussion
3.7 Shared Axis
Problem
Solution
Discussion
3.8 Shared Axis Bar in Bar
Problem
Solution
Discussion
3.9 Bullet Chart
Problem
Solution
Discussion
3.10 Histogram
Problem
Solution
Discussion
3.11 Soundwave
Problem
Solution
Discussion
Summary
Chapter 4. Text
4.1 Tables
Problem
Solution
Discussion
4.2 Adding Totals
Problem
Solution
Discussion
4.3 Highlight Tables
Problem
Solution
Discussion
4.4 Rank Tables
Problem
Solution
Discussion
4.5 Big Actual Numbers
Problem
Solution
Discussion
4.6 Calculating Percent Difference
Problem
Solution
Discussion
4.7 Using LAST and Hide
Problem
Solution
Discussion
4.8 Custom Number Format
Problem
Solution
Discussion
4.9 How to Zero Nulls
Problem
Solution
Discussion
4.10 Showing Positive, Negative, or Neutral Values
Problem
Solution
Discussion
See Also
4.11 Calculating a Good, OK, or Bad Status
Problem
Solution
Discussion
See Also
4.12 Using Titles as BANs
Problem
Solution
Discussion
4.13 Using SIZE
Problem
Solution
Discussion
4.14 Word Cloud
Problem
Solution
Discussion
Summary
Chapter 5. Lines
5.1 Line Charts
Problem
Solution
Discussion
5.2 Continuous Line Charts
Problem
Solution
Discussion
5.3 Trend Lines
Problem
Solution
Discussion
5.4 Forecasting
Problem
Solution
Discussion
See Also
5.5 Custom Date Format
Problem
Solution
Discussion
See Also
5.6 Running Total
Problem
Solution
Discussion
5.7 Year over Year Growth
Problem
Solution
Discussion
See Also
5.8 Year to Date (YTD) Growth
Problem
Solution
Discussion
5.9 Moving Average
Problem
Solution
Discussion
5.10 Slope Chart
Problem
Solution
Discussion
5.11 Sparklines
Problem
Solution
Discussion
See Also
5.12 Small Multiple Line Charts
Problem
Solution
Discussion
5.13 Small Multiple Controlled Version
Problem
Solution
Discussion
Summary
Chapter 6. Basic Mapping
6.1 Symbol Map
Problem
Solution
Discussion
6.2 Filled Map
Problem
Solution
Discussion
6.3 Dual-Axis Map
Problem
Solution
Discussion
6.4 Mapping Nongeographic Fields
Problem
Solution
Discussion
Summary
Chapter 7. Basic Dashboards
7.1 Build a Basic Dashboard
Problem
Solution
Discussion
7.2 Adding Basic Dashboard Interactivity
Problem
Solution
Discussion
7.3 Objects
Using Horizontal and Vertical Containers
Adding a Text Object
Adding an Image Object
Adding a Blank Object
7.4 Layout Tab
Borders
Background
Using Padding
Item Hierarchy
Summary
Part II Conclusion
Part III. Broadening Your Data Viz Knowledge
Chapter 8. Square
8.1 Treemaps
Problem
Solution
Discussion
8.2 Calendar Heatmap
Problem
Solution
Discussion
8.3 Marginal Bar Charts
Problem
Solution
Discussion
Summary
Chapter 9. Tooltips
9.1 Basic Tooltips
Problem
Solution
Discussion
9.2 Viz in Tooltips
Problem
Solution
Discussion
9.3 Multiple Layout Viz in Tooltip
Problem
Solution
Discussion
Summary
Chapter 10. Area Charts
10.1 Basic Area Charts
Problem
Solution
Discussion
10.2 Stacked Area Charts
Problem
Solution
Discussion
10.3 Percent of Total Area Charts
Problem
Solution
Discussion
10.4 Discrete Area Charts
Problem
Solution
Discussion
10.5 Pareto Charts
Problem
Solution
Discussion
Summary
Chapter 11. Circles, Shapes, and Pies
11.1 Scatter Plot
Problem
Solution
Discussion
11.2 Using Custom Shapes
Problem
Solution
Discussion
11.3 Density Marks
Problem
Solution
Discussion
11.4 Clustering
Problem
Solution
Discussion
11.5 Trend Lines
Problem
Solution
Discussion
11.6 Explain Data
Problem
Solution
Discussion
11.7 Connected Scatter Plot
Problem
Solution
Discussion
11.8 Dot Plot
Problem
Solution
Discussion
11.9 Dot Strip Plot
Problem
Solution
Discussion
11.10 Jitter Plot
Problem
Solution
Discussion
11.11 Box Plots
Problem
Solution
Discussion
11.12 Using Shapes for BANs
Problem
Solution
Discussion
See Also
11.13 Pie Charts
Problem
Solution
Discussion
11.14 Donut Chart
Problem
Solution
Discussion
Summary
Chapter 12. Gantt
12.1 Basic Gantt Charts
Problem
Solution
Discussion
12.2 Barcode Charts
Problem
Solution
Discussion
12.3 Waterfall Charts
Problem
Solution
Discussion
See Also
Summary
Chapter 13. Stories
13.1 Creating a Story
Problem
Solution
Discussion
13.2 Adding a New Story Point
Problem
Solution
Discussion
13.3 Blank Story Point
Problem
Solution
Discussion
13.4 Duplicate Story Point
Problem
Solution
Discussion
13.5 Annotations on a Story
Problem
Solution
Discussion
13.6 “Save as New” Story
Problem
Solution
Discussion
Summary
Part III Conclusion
Part IV. Advancing Your Techniques
Chapter 14. Sets
14.1 General Set
Problem
Solution
Discussion
14.2 Conditional Set
Problem
Solution
Discussion
14.3 Top N Set
Problem
Solution
Discussion
14.4 Combined Set
Problem
Solution
Discussion
14.5 Constant Set
Problem
Solution
Discussion
14.6 Set Control
Problem
Solution
Discussion
14.7 Set Actions
Problem
Solution
Discussion
See Also
Summary
Chapter 15. Parameters
15.1 Float/Integer Parameter
Problem
Solution
Discussion
15.2 String Parameter
Problem
Solution
Discussion
15.3 Date Parameter
Problem
Solution
Discussion
15.4 Measure Switcher
Problem
Solution
Discussion
15.5 Dynamic Scatter Plot
Problem
Solution
Discussion
15.6 Dimension Switcher
Problem
Solution
Discussion
15.7 Parameter Actions
Problem
Solution
Discussion
See Also
15.8 Parameter Actions: Drill Down
Problem
Solution
Discussion
15.9 Parameter Actions: Min and Max Date Range
Problem
Solution
Discussion
Summary
Chapter 16. Advanced Table Calculations
16.1 Previous Value
Problem
Solution
Discussion
16.2 Lookup
Problem
Solution
Discussion
16.3 Window Calculations
Problem
Solution
Discussion
16.4 How to Create a Control Chart
Problem
Solution
Discussion
Summary
Chapter 17. Level-of-Detail Calculations
17.1 Include LOD
Problem
Solution
Discussion
17.2 Exclude LODs
Problem
Solution
Discussion
17.3 Fixed LODs
Problem
Solution
Discussion
17.4 Nested LODs
Problem
Solution
Discussion
Summary
Chapter 18. Advanced Mapping
18.1 Density Marks
Problem
Solution
Discussion
18.2 MakePoint
Problem
Solution
Discussion
18.3 MakeLine
Problem
Solution
Discussion
18.4 Marks Layer
Problem
Solution
Discussion
18.5 Distance
Problem
Solution
Discussion
18.6 Buffer
Problem
Solution
Discussion
18.7 Spatial Joins
Problem
Solution
Discussion
Summary
Chapter 19. Advanced Dashboarding
19.1 Actions
Highlight Action
URL Action
19.2 Dashboard Objects
Web Page
Navigation Button
Download Object
Extensions
19.3 Floating
19.4 Toggle Containers On and Off Using Show/Hide
Problem
Solution
Discussion
19.5 Device-Specific Dashboards
Problem
Solution
Discussion
19.6 Publishing Dashboards
Problem
Solution
Discussion
Summary
Part IV Conclusion
Chapter 20. My Top 20 Tips
20.1 Proactive Tips
1. Create a Tableau Public Account
See Also
2. Interact with Community-Based Initiatives
See Also
3. Follow Tableau Zen Masters and Tableau Ambassadors
4. Invest in Additional Resource Books
5. Invest in Some Tableau Training
See Also
6. Create Your Own Blog
7. Keep on Top of New Features and Get Involved in the Beta Program
See Also
8. Join the Tableau Community Forums
See Also
9. Find Your Local Tableau User Group
See Also
10. Attend a Tableau Conference
20.2 Technical Tips
Index
About the Author
