Data-Driven decision making is no longer a "nice to have" in today's context but an absolute must. Unfortunately, most business users don't necessarily have the right tools and the skills to question the data and derive meaningful insights. This is where Tableau, as a data visualization tool, shines and provides an intuitive means of playing with the data. This book is geared for a "Data Novice" business user and will help you master Tableau by walking you through concrete examples and issues that you might face every day at work.
The primary intended audience of this book are business analysts, Data Analysts and Financial Analysts or more broadly anyone who is hitting the limits of Excel with their data analytics needs. If your day to day revolves around staring at numbers all day long, then you’re definitely part of the target audience. There are no prerequisites to follow along the concepts in this book. We will work our way gradually from the very fundamentals of data all the way upto to building fancy dashboards & visualizations on gigabytes of data.
There are many books on the market which are excellent Tableau reader manuals. They do an excellent job presenting every menu tab, button, pane, shelf in Tableau. If you’re the kind of person who needs to know every single button and functionality tucked into Tableau then this might not be the right book for you. When you start to learn a new language and want to go about it in a systematic and methodical way, you’d start with the grammar. Understanding the foundational underpinnings of the languages, helps you get the basics right and then it’s a matter of stringing words together to make sentences. Lining up words within the rules defined by the grammar (or not) in infinite possible ways to write Shakespearean poetry or tabloid articles or have conversations is a logical next step. This book intends to approach the subject of mastering Tableau in a similar fashion. We’ll try to distil the very core essence of tableau in a few concepts and then it’s just a matter of combining them in infinite possible ways to build the visualizations.
Author(s): ARUL, Shankar
Publisher: JUPYTERDATA.
Year: 2021
Language: English
Commentary: TABLEAU FOR BUSINESS USERS, An approach
Pages: 134
Tags: TABLEAU FOR BUSINESS USERS, An approach
Title Page
Table of Contents
1 Introduction
1.1 Why visualize data ?
1.2 Who is this book for ?
1.3 How is this book different ?
1.4 How to contact us
1.5 Acknowledgements
2 Installation & Setup
2.1 Installation of Tableau
2.2 Data sources required for the exercises in the book
3 Fundamentals of Data
3.1 Data types
3.2 Data sources
3.3 Data preparation
3.4 Converting "Business questions" to the language of data
4 The Crux of Tableau
4.1 The 4 building pillars
4.1.1 Dimensions, Measures & Aggregations
4.1.2 Viz Pane - columns & rows shelf
4.1.3 Marks card
4.1.3.1 Color block
4.1.3.2 Size block
4.1.3.3 Label block
4.1.3.4 Detail block
4.1.3.5 Tooltip block
4.1.4 Filters
4.2 Putting it all together
4.3 Show Me
4.4 Sheets & Dashboards
5 Calculations
5.1 Grouping values
5.2 Calculated Fields
5.3 Row level, Aggregation & Dis-aggregation
5.4 Bringing in more data
5.4.1 From Excel/ CSV
5.4.2 From MySQL
5.5 Importance of cardinality - A practical example
5.6 Data Modeling
6 Tables & Table calculations
6.1 Show me or start from scratch ?
6.2 Table totals
6.3 Table calculations
6.3.1 Table & Pane - Down & Across
6.3.2 Down then Across & Across then Down
6.3.3 Shortcut to reading Table calculations in English
6.3.4 Formulation of Table calculations
6.3.5 Comparisons - YoY, WoW, MoM
6.4 Sorting
6.4.1 Nested Sort
6.4.2 Rank Sort
6.4.3 Sorting in Blended data
7 Advanced Tips
7.1 Dynamic Inputs - Parameters
7.2 Top 10/20/50 filters
7.3 Dual Axis
7.4 Shapes & Icons
7.5 Level of Detail (LOD) calculations
7.5.1 Fixed LOD
7.5.2 Include LOD
7.5.3 Exclude LOD
7.6 Reference Lines & Forecasts
7.6.1 Reference Lines using Parameters
7.6.2 Reference Lines using secondary data
7.6.3 Forecast & Trend lines
7.7 Order of operations
8 Dashboards
8.1 Less is more
8.2 Dashboards: A view from 10000ft
8.3 Fit & Layout
8.4 Filters & Interactions
8.4.1 Customizing filters
8.4.2 Discrete vs continuous filters
8.4.3 Filter domain
9 Useful links