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A four-color journey through a complete Tableau visualization

Tableau is a popular data visualization tool that’s easy for individual desktop use as well as enterprise. Used by financial analysts, marketers, statisticians, business and sales leadership, and many other job roles to present data visually for easy understanding, it’s no surprise that Tableau is an essential tool in our data-driven economy.

Visual Analytics with Tableau is a complete journey in Tableau visualization for a non-technical business user. You can start from zero, connect your first data, and get right into creating and publishing awesome visualizations and insightful dashboards.

•    Learn the different types of charts you can create

•    Use aggregation, calculated fields, and parameters

•    Create insightful maps

•    Share interactive dashboards

Geared toward beginners looking to get their feet wet with Tableau, this book makes it easy and approachable to get started right away.

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A 4-COLOR JOURNEY THROUGH A COMPLETE TABLEAU VISUALIZATION FOR NON-TECHNICAL BUSINESS USERS

Tableau is a popular data visualization and analytics tool favored by financial analysts, marketers, statisticians, business and sales professionals, data scientists, developers, and many others who need to explore insights and present visual, easy-to-understand data. Visual Analytics with Tableau is an accessible, step-by-step introduction to the world of visual analytics. This up-to-date guide is ideal for both beginners and more experienced users seeking a practical introduction to the fields of data analysis and visualization. Through hands-on examples and exercises, readers learn how to analyze their own data and clearly communicate the results.

This guide covers everything you need to get started with Tableau, from the first steps of connecting to data, creating different types of charts, and adding calculation fields to more advanced features such as table calculations, forecasts, clusters, and R, Python, and MATLAB integration for sophisticated statistical modelling. User-friendly instructions for existing options within the Tableau ecosystem—Tableau Desktop, Tableau Prep, Tableau Server, Tableau Online, and Tableau Public—enable you to integrate, clean, and prepare your data and share your work with others. Visual Analytics with Tableau:

• Covers the newest versions of Tableau 2018.3 and 2019.1 plus Tableau Prep, Tableau's brand-new data integration application
• Requires no background in mathematics nor any programming experience
• Focuses on the visual analytics functionality of Tableau rather than complex statistical programming
• Offers expert guidance from popular Tableau Germany employee and visualization expert Alexander Loth
• Discusses advanced Tableau functionality and working with different data structures
• Provides easy-to-follow instructions, full-color illustrations, learning tools, online resources, and more

If you're getting started with visual analytics and Tableau, this book will teach you everything you need to know to build the foundations and understand how and why to explore your data visually. Alexander has created a fantastic resource that guides you step by step through the process of preparing your data, using Tableau Desktop to analyse it and finding insights.
—Eva Murray, Head of BI and Tableau Zen Master at Exasol

If you're keen to go from beginner to expert in Tableau, Alexander's excellent book gives you everything you need to know. With a crisp and clear style, he talks the reader through all aspects of Tableau, from data cleaning through data analysis and into sharing insight with others.
—Andy Cotgreave, Author of Big Book of Dashboards and Technical Evangelist at Tableau Software

Visual Analytics with Tableau – an easy to understand book by Alexander Loth, one of Tableau's very first employees based in Germany, a recognized speaker on countless conferences, and a Tableau Jedi. It contains both the basics and advanced Tableau features. If you ask me: there is nothing more you need to get started with Tableau!
—Klaus Schulte, Professor at Münster School of Business & 2019 Tableau Zen Master

정보제공 :

About the Author vii


About the Technical Editors ix


Credits xi


Acknowledgments xiii


Foreword by Nate Vogel xxi


Foreword by Sophie Sparkes xxiii


Introduction xxv


Chapter 1: Introduction and Getting Started with Tableau 1


The Advantages of a Modern Analytics Platform 2


My Personal Tableau Story 3


The Tableau Application Suite 4


Installing Tableau Desktop 5


System Requirements for Tableau Desktop 5


Downloading and Installing Tableau Desktop 6


Registering and Activating Tableau Desktop 6


Data Preparation 6


Crosstab Reports with Wide Tables 7


Preparing Your Data for Analysis 8


Long Tables Suitable for Analysis 8


The Sample Dataset 9


Finding the Dataset 9


Understanding the Data 10


Opening the Excel File Containing the Sample Dataset 11


The Tableau Workspace 13


The Menu Bar 15


The Data Pane 16


Working with Measures and Dimensions 17


Visualizing a First Measure 17


Breaking Down a Measure Based on a Dimension 17


Working with Marks 19


Working with Color 20


Adding More Information to Tooltips 21


Saving, Opening, and Sharing Your Workbooks 21


Saving Workbooks 21


Opening Workbooks 23


Sharing Workbooks with Tableau Reader 23


Chapter 2: Adding Data Sources in Tableau 25


Setting Up a Data Connector 26


Connecting to a File 27


Connecting to a Server 28


Connecting to a Cloud Service 30


Selecting Data Tables 31


Adding a Table to a Data Model 31


Joins 31


Unions 34


Specific Unions (Manual) 34


Wildcard Unions (Automatic) 35


Data Extracts and Live Connections 36


Live Connections 36


Untethered with a Data Extract 37


Data Protection and Data Governance 38


Editing the Model''s Metadata 38


Data Types 40


Changing a Field''s Data Type 41


Adding Hierarchies, Calculated Fields, and Table Calculations 41


Data Collection 42


Data Collection with IFTTT and Google Sheets 42


Website Analysis with Google Analytics 43


Checklist for Increasing Performance 46


General Advice for Performance Optimization 46


Performance Optimization with Files and Cloud Services 47


Performance Optimization with Database Servers 48


Chapter 3: Creating Data Visualizations 49


Chart Types 50


Ready, Set, Show Me 52


How Show Me Works 52


Scatter Plots 52


Bar Charts, Legends, Filters, and Hierarchies 53


Bar Charts 54


Hierarchies 54


Filters 55


Line Charts 57


Straight Lines 57


Adjusting the Time Dimension 58


Step Charts 59


Jump Lines 59


Continuous Date Fields 61


Highlight Tables 64


Step 1: Cross Tables 64


Step 2: Add Color 64


Step 3: Change the Mark Type 66


Heatmaps 67


Step 1: Build the Table 67


Step 2: Choose an Interesting Color Palette 68


Step 3: Change the Size of Marks 69


Bullet Charts 69


Step 1: Side-By-Side Bars 71


Step 2: Overlay the Measures 71


Cumulative Sums with Waterfall Charts 73


Step 1: Sorted Bar Chart 73


Step 2: Cumulative Sum and Gantt bars 74


Step 3: Calculate the Step Size 75


Reflection: The Anatomy of a Tableau Visualization 77


Chapter 4: Aggregate Functions, Calculated Fields, and Parameters 81


Aggregate Functions 82


Calculated Fields 84


Aggregations in Calculated Fields 86


Text Operators 88


Splits 88


Shortening Character Strings 89


Converting Between Uppercase and Lowercase 90


Replacing Substrings 90


Date Fields 90


Date Parts 90


Traditional Gregorian and ISO 8601 Calendars 91


Date Calculations 92


Parsing Date Parts 92


Date Format Conversions 93


Logical Functions in Calculated Fields 94


Case Discrimination 94


Case Discrimination with IF-THEN-ELSE Logic 95


Case Discrimination with the IIF Function 96


Working with NULL Values 97


Parameters 97


Creating a Parameter and Displaying the Control Element 97


Parameters in Calculated Fields 98


Searching Text Fields 100


Chapter 5: Table Calculations and Level of Detail Calculations 105


Different Types of Calculations 106


Order of Processing Steps 107


Quick Table Calculations 107


Setting Up a Quick Table Calculation 107


Duplicate as Crosstab 110


Editing Table Calculations 110


Customized Table Calculations 113


Bump Charts 113


Dual Axis Charts 116


Adjustable Moving Average 118


Level of Detail Expressions 123


Keywords and Syntax 123


Cohort Analysis 124


Regional Averages 125


Higher-Level Regions 127


Chapter 6: Maps 131


Symbol Maps 132


Filled Maps 134


Density Maps 134


Map Layers 136


Maps with Pie Charts 137


Creating a Pie Chart Map 138


Adding a Filter 138


Dual Axis Map 139


Viz in Tooltip 140


Step 1: Create the Second Chart 141


Step 2: Embedding the Chart in Tooltips 142


Reflection: The Anatomy of a Tableau Map 143


Alternative Map Services 144


Mapbox Maps 145


Mapbox Account and Token 145


Mapbox in Tableau 146


Using the Background Map 146


Spatial Data 147


Undersea Communication Cables 148


Open Data 152


Chapter 7: Advanced Analytics: Trends, Forecasts, Clusters, and other Statistical Tools 155


Overview of the Tableau Analytics Pane 156


Constant, Average, and Reference Lines 157


Trend Lines 157


Adding Trend Lines 158


Trend Line Options 160


Line and Trend Model Description 161


Forecasts 162


Adding a Forecast Line to the View 162


Forecast Settings 162


Model Description 164


Cluster Analysis 166


Clustering in Tableau 166


Saving and Working with Clustering Results 167


Python, R, and MATLAB Integration 168


Getting Started with Python and TabPy 169


Connecting Tableau with TabPy 170


Python Scripts in Calculated Fields 172


Trellis Chart with Python Script 173


R Integration 174


Security 175


Example: Local Regression with R 175


MATLAB Integration 178


Chapter 8: Interactive Dashboards 181


Preliminary Considerations 182


Creating a New Dashboard 183


The Dashboard Pane 184


Placing Charts on the Dashboard 185


Dashboard Titles 187


Navigation Buttons 188


Dashboard Actions 191


Filter Actions 191


Adding and Editing Filter and Highlight Actions 193


Adding Web Content via URL Actions 195


Email Notifications via URL Actions 198


Dashboard Starters: Templates for Cloud Data 199


Dashboard Best Practices and Inspiration 201


Design Tips for Creating a Dashboard 201


Tableau Public: A Gallery of Inspiration 202


Chapter 9: Sharing Insights with Colleagues and the World 205


Preliminary Considerations 206


Tableau Online and Tableau Server 207


Publishing 207


Ask Data 211


Tableau Mobile 212


Tableau Public 213


Publishing to Tableau Public 214


Your Tableau Public Profile 216


Web Embedding 216


Chapter 10: Data Preparation with Tableau Prep 221


Connecting to Data 222


Wildcard Unions 226


Additional Connections 228


Inspecting the Data 229


Removing Unneeded Fields 230


Data Cleaning and Formatting 231


Cleaning Steps and the Profile Pane 231


Calculated Fields 233


Built-in Cleaning Features 235


Renaming Cleaning Steps 235


Unions 237


Joins 238


Splits 239


Grouping 240


Joining 240


Running the Flow and Outputting the Data 242


Saving Flows 244


Index 245