Tableau Strategies: Solving Real, Practical Problems with Data Analytics

Copyright
Table of Contents
Preface
Who Should Read This Book
Why We Wrote This Book
Navigating This Book
Conventions Used in This Book
O’Reilly Online Learning
How to Contact Us
Acknowledgments
Chapter 1. Categorical Analysis
Bar Charts: Banco de Tableau Case Study
Strategy: Build a Bar Chart in Tableau
Strategy: Create a Top N Bar Chart
Strategy: Dynamically Group Other Dimensions
Strategy: Enhance Your Bar Chart with Color
Strategy: Left-align Text
Strategy: Create Bars with Labels on Top
Strategy: Create a Percent-of-Maximum Bar Chart
Bar-on-Bar Charts: Amplify Performance Case Study
Strategy: Create a Bar-on-Bar Chart
Treemaps: Amplify Performance Case Study
Strategy: Create a Basic Treemap
Strategy: Create Drillable Treemaps
Strategy: Encode a Continuous Measure with Color
Pie and Donut Charts: IT Employee Wellness Project Case Study
Strategy: Build a Basic Pie Chart
Strategy: Build a Donut Chart
Strategy: Create Small Multiples
Conclusion
Chapter 2. Quantitative Analysis
Histograms: Office Essentials Case Study
Strategy: Make a Simple Histogram of Purchasing Behavior
Strategy: Create a Histogram with a Continuous Bin
Strategy: Use LOD Expressions in Histograms
Dot Plots and Jitterplots: Office Essentials Case Study
Strategy: Create a Basic Dot Plot
Strategy: Create a Jitterplot
Ranged Dot Plots: Office Essentials Case Study
Strategy: Create a Ranged Dot Plot
Strategy: Use Median and Leveraged Percentiles
Box Plots: Spear-Tukey Shipping Case Study
Strategy: Create a Basic Box Plot
Strategy: Combine a Box Plot and Histogram
Line Charts: Office Essentials Case Study
Strategy: Build a Line Chart
Strategy: Add Reference Distributions to a Line Chart
Strategy: Add a Standard Deviation to a Line Chart
Strategy: Use Reference Distributions as an Alerting Tactic
Calculated Dimensions Based on Statistics: Banco de Tableau Case Study
Strategy: Assign a Summary Statistical Value to Data Points
Pareto Charts: Amplify Performance (AP) Case Study
Strategy: Use Pareto Charts to Show Categorical Data
Conclusion
Chapter 3. Making Comparisons
Bar Charts and Alternatives: Amplify Performance Case Study
Strategy: Compare with a Basic Bar Chart
Strategy: Convert a Vertical Bar Chart to Horizontal
Strategy: Create a Lollipop Chart
Strategy: Create a Basic Cleveland Dot Plot
Bar Charts for Rank Changes: AP Case Study
Strategy: Show Rank and Change of Rank on a Bar Chart
Bump Charts for Rank Changes over Multiple Periods: AP Case Study
Strategy: Make a Bump Chart
Barbell Plots for Hierarchical Data: Office Essentials Case Study
Strategy: Build a Barbell Plot
Trellis Charts/Small Multiples: Office Essentials Case Study
Strategy: Create a Trellis Chart for a Single Dimension
Parallel Coordinates Plots for Multiple Measures: OE Case Study
Strategy: Build a Parallel Coordinates Chart
Conclusion
Chapter 4. Working with Time
Understanding Dates and Time
Date Parts and Date Values
Date Calculations
Date Hierarchies and Custom Dates
Discrete Versus Continuous Dates
Call Frequency: Chips and Bolts Call Center Case Study
Strategy: Determine Total Call Time by Hour
Strategy: Create a Plot to Measure Total Call Time by Minute
Strategy: Create a Continuous Datetime Axis by the Second
Strategy: Create a Continuous Datetime Axis for 15-Second Intervals
Strategy: Create a Continuous Datetime Axis for 15-Minute Intervals
Heatmaps (Highlight Tables)
Strategy: Build an Essential Heatmap
Strategy: Create a More Detailed Heatmap
Comparing Values Year-to-Date: CaB Call Center Case Study
Strategy: Show Progress to the Total by Using Two Bar Charts
Strategy: Compare Similar Periods on a Line Chart
Automated Reports
Automating Reports for Month-over-Month and Year-over-Year Change: CaB Call Center Case Study
Strategy: Automated Rolling Table
Nonstandard Calendars
Strategy: Build a Monthly Bar Chart with a June 1 Fiscal Year Start
Visualizing the 4-5-4 Calendar: Office Essentials Case Study
Strategy: Build a Bar Chart Using the 4-5-4 Retail Calendar
Conclusion
Chapter 5. Key Performance Indicators
Displaying KPIs
Displaying KPIs: Office Essentials Case Study
Strategy: Designing Clear KPIs
Strategy: Create Single-Sheet KPIs
Strategy: Automate Your KPIs
Strategy: Create Year-over-Year Calculations
Sparklines
Sparklines: Office Essentials Case Study
Strategy: Create Sparklines
Strategy: Create Year-to-Date Sparklines
Strategy: Create Rolling 24-Month Sparklines
Strategy: Build Delta Spark Bars
Strategy: Progress to Target
Multiple KPIs as a Scorecard
KPI Scorecard: Office Essentials Case Study
Strategy: Create Aggregate KPIs
Tracking Daily Changes: Office Essentials Case Study
Strategy: Create Month-to-Date Sparklines
Strategy: Create Month-to-Date KPIs
Strategy: Combine KPI Visualizations in a Dashboard
Conclusion
Chapter 6. Building Impactful Tables
Building Great Tables
Ensure a Clear Purpose for Your Table
Format Your Table to Maximize Readability
Using Color in Tables: Office Essentials Case Study
Strategy: Create a Table Using Limited Color
Strategy: Encode Color with Dots
Moving Beyond Measure Names and Values: Office Essentials Case Study
Strategy: Create a Table Body Without Measure Names or Measure Values
Strategy: Create Table Headers Without Measure Names or Measure Values
Strategy: Use Measures as Headers
Problem-Solving with Subsets and Hiding the Dreaded Abc: Office Essentials Case Study
Strategy: Show the Top Products Within Sub-Categories
Strategy: Hide the Abc
Conclusion
Chapter 7. Working with Geospatial Data
Choropleth (Filled) Maps
Displaying Customer Penetration with Choropleth Maps: Office Essentials Case Study
Strategy: Create a Simple Choropleth Map
Strategy: Normalize a Choropleth Map
Strategy: Add a Custom Color Palette
Strategy: Make a Decile Choropleth Map
Symbol Maps
Using Symbol Maps to Show Profitability and Channel Distribution: OE Case Study
Strategy: Create a Symbol Map
Strategy: Create a Map with Donut Charts
Tile Maps (Cartograms)
Showing Education Level with a Tile Map: Aloft Educational Services Case Study
Strategy: Build a Square Tile Map
Strategy: Compare Parts Against the Whole with a Tile Map
Built-in Features and Functions
Using Built-in Features and Functions with Marketing Data: SAGE Digital Marketing Case Study
Strategy: Build Custom Polygons Using Groups
Strategy: Build Custom Polygons Using Underlying Geographic Data
Strategy: Use the Distance Function to Show Zip Codes’ Distance from a Central Location
Strategy: Use the Buffer Function to Map a Trade Area Using Radial Distance
Strategy: Create Paths Between a Starting Point and Destinations with MakePoint and MakeLine
Conclusion
Chapter 8. Advanced Mathematical Concepts
Forecasting
Using Forecasting to Predict Staffing Needs: CaB Call Center Case Study
Strategy: Create a Monthly Forecast
Relationships Between Two Numerical Values
Using Scatter Plots to See Relationships Between Spend and Conversions: SAGE Digital Marketing Case Study
Strategy: Create a Scatter Plot
Strategy: Create a Quadrant Chart
Strategy: Add a Trend Line to a Scatter Plot
Cluster Analysis
Creating Segmentation Among Employees to Assess Differences in Attrition: Banco de Tableau Case Study
Strategy: Add Cluster Analysis to a Scatter Plot and Use Analysis in Another Chart
Alternative Axis and Many Multiples
Tracking Positive Cases of COVID-19 Globally: Logistics Case Study
Strategy: Use a Logarithmic Axis to Understand Rate of Change
Strategy: Normalize a Date Axis
Strategy: Create a Trellis Chart
Advanced Modeling Using Statistical Add-Ons
Using Python Analytics Extension for Web Page A/B Testing: Squeaks Pet Supply Case Study
Sentiment Analysis on Customer Reviews: Amazing Products Case Study
Conclusion
Chapter 9. Constructing Dynamic Analyses
Parameters
Using Parameters to Change Measures and Dimensions: Office Essentials Case Study
Strategy: Use a Parameter to Change a Measure in a Bar Chart
Strategy: Use Regex Functions to Dynamically Format a Parameterized Metric
Strategy: Use a Parameter to Change the Dimension in a Bar Chart
Using Parameters to Set Time Periods and Date Aggregations in Line Charts: Office Essentials Case Study
Strategy: Use a Parameter to Change the Date in a Line Chart
Strategy: Add Hidden Date Filters to Prevent Truncated Time Parts
Using Parameter Actions to Change Trended Metrics: SAGE Digital Marketing Case Study
Strategy: Change a Metric Dynamically Using Parameter Actions and Measure Names
Using Parameter Actions to View Daily and 7-Day Average Value: SAGE Digital Marketing Case Study
Strategy: Compute a 7-Day Moving Average Reference Line That Dynamically Changes with a Date Selection
Sets and Set Actions
Using Set Actions to Drill Down and Filter Data: Digital Marketing Case Study
Strategy: Drill from Week to Date in a Line Chart
Strategy: Expand a Section of a Data Table
Animation
Competitor Analysis Study: Using Animations to Compare Ranking Performance
Strategy: Build an Animated Bump Chart
Strategy: Create a Racing Bar Chart
Conclusion
Chapter 10. Advanced Data Modeling
Data Modeling
Strategy: Create a Calendar with Data Densification
Strategy: Create Rounded Bar Charts
Strategy: Create an Accordion Table
Strategy: Create a Sales Funnel
Market Basket Analysis
Strategy: Basket Analysis
Strategy: Build a Multidimension Waterfall
Strategy: Layer Marks with Maps Without Making a Map
Conclusion
Further Reading
Chapter 11. Advanced Interactivity
Sheet Swapping with Parameters and Parameter Actions: Superstore Case Study
Strategy: Use Parameter-Based Sheet Swapping
Strategy: Use a Parameter-Action Sheet Swap
Strategy: Automatically Deselect Marks
Using Parameters and Parameter Actions to Create Multiple Select Parameters: Superstore Case Study
Strategy: Create a Multiple-Select Parameter
Swapping Metrics Using Parameter Actions: Office Essentials Case Study
Strategy: Use Sheets as Buttons
Adding Pagination to Tables with Parameters, Parameter Actions: Superstore Case Study
Strategy: Add Table Pagination
Creating Dynamic, Single-Click Drill-Throughs: Superstore Case Study
Strategy: Build Drill-Through Interactivity
Conclusion
Further Reading
Chapter 12. Building Dashboards and Data Products
Dashboard Design
Know Your Audience
Dashboard Types
Mobile Dashboard Design
Design Details
Strategy: Display Different Visuals for Desktop and Mobile
Accessibility
Dyslexia
Color and Visual Impairment
Formatting Consistency
Rounding Numbers
Axes Versus Labels
Font Styling
Conclusion
Chapter 13. The Broader Tableau Ecosystem
Data Preparation: Where and When
Spreadsheets: Microsoft Excel
Traditional Data Preparation: SQL
Modern Data Preparation: ELT Tools
Review
Building a Thriving Analytics Platform
Future Trends
Data Journalism and the Rise of Data Storytelling
Analytics Within Human Workflows
Analytics as a Product
Conclusion
Chapter 14. Industry Frameworks
Healthcare
Education
Elementary, Middle, and High School
College and University
Logistics
Marketing
Sales
Retail
Finance
Conclusion
Index
About the Authors
Colophon