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Learning Tableau

You're reading from  Learning Tableau

Product type Book
Published in Apr 2015
Publisher Packt
ISBN-13 9781784391164
Pages 340 pages
Edition 1st Edition
Languages
Author (1):
Joshua N. Milligan Joshua N. Milligan
Profile icon Joshua N. Milligan

Table of Contents (18) Chapters

Learning Tableau
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
1. Creating Your First Visualizations and Dashboard 2. Working with Data in Tableau 3. Moving from Foundational to Advanced Visualizations 4. Using Row-level and Aggregate Calculations 5. Table Calculations 6. Formatting a Visualization to Look Great and Work Well 7. Telling a Data Story with Dashboards 8. Adding Value to Analysis – Trends, Distributions, and Forecasting 9. Making Data Work for You 10. Advanced Techniques, Tips, and Tricks 11. Sharing Your Data Story Index

Index

A

  • Access data source
    • connecting to / Connecting to data in Access
  • actions
    • about / How actions work
    • filter actions / How actions work
    • highlight actions / How actions work
    • URL actions / How actions work
  • addressing
    • about / Addressing and partitioning
    • advanced / Advanced addressing and partitioning
    • At the Level option / Advanced addressing and partitioning
    • Restarting Every… option / Advanced addressing and partitioning
    • dimensions / Advanced addressing and partitioning
  • ad hoc calculations
    • about / Ad hoc calculations
  • advanced visualizations
    • comparison / Comparing values across different dimensions
    • dates and times / Visualizing dates and times
    • parts of whole / Relating parts of the data to the whole
    • distributions / Visualizing distributions
    • multiple axes / Visualizing multiple axes to compare different measures
  • aggregate-level calculations
    • about / Three levels of calculation
    • example / An aggregate-level example
    • fixed / An aggregate-level example
    • include / An aggregate-level example
    • exclude / An aggregate-level example
    • versus row-level calculations / Row level or aggregate – why does it matter?
  • area charts
    • about / Area charts
    • example / Area charts
    • creating / Area charts

B

  • background images
    • using / Using background images
  • bar charts
    • about / Bar charts
    • creating / Bar charts
    • horizontal bar chart / Bar charts, Extending bar charts for deeper analysis
    • extending, for deeper analysis / Extending bar charts for deeper analysis
    • stacked bar chart / Extending bar charts for deeper analysis
  • bar chart variations
    • about / Bar chart variations
    • bullet chart / Bullet charts – showing progress toward a goal
    • bar-in-bar chart / The bar-in-bar chart
    • single category, highlighting / Highlighting a single category
  • box and whisker plots
    • about / Box and whisker plots
    • adding / Box and whisker plots

C

  • calculations
    • creating / Creating and editing calculations
    • editing / Creating and editing calculations
    • levels / Three levels of calculation
    • row-level calculations / Three levels of calculation
    • aggregate-level calculations / Three levels of calculation
    • table calculations / Three levels of calculation
    • practical examples / Practical examples of calculations and parameters
    • ad hoc calculations / Ad hoc calculations
    • performance considerations / Performance considerations
  • circle charts
    • about / Circle charts
    • creating / Circle charts
    • jittering / Jittering
    • jitter, adding / Jittering
  • combination charts
    • about / Combination charts
  • comparison
    • values, across different dimensions / Comparing values across different dimensions
    • bar charts / Bar charts
    • bar chart variations / Bar chart variations
  • connection sharing, example / An example of customizing and sharing a connection
  • context filters
    • about / Implementing actions to tell the story
  • continuous field
    • about / Foundations for building visualizations
  • controls
    • dynamically showing / Dynamically showing and hiding other controls
    • hiding / Dynamically showing and hiding other controls
  • cube (.cub) files
    • about / Shortcuts for connecting to data

D

  • dashboard
    • about / Bringing everything together in a dashboard, Dashboard objectives
    • options / Bringing everything together in a dashboard
    • visible worksheets, listing / Bringing everything together in a dashboard
    • multiple additional objects, listing / Bringing everything together in a dashboard
    • building / Building your dashboard
    • objectives / Dashboard objectives
    • example / Example – is least profitable always unprofitable?
  • dashboard, objectives
    • guided analysis / Dashboard objectives
    • exploratory / Dashboard objectives
    • scorecard / status snapshot / Dashboard objectives
    • narrative / Dashboard objectives
  • data
    • sharing, with Tableau Server users / Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
    • sharing, with Tableau Online users / Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
    • sharing, with Tableau Public users / Sharing data with users of Tableau Server, Tableau Online, and Tableau Public
  • data blending
    • about / Blending data sources
    • example / A blending example
  • data connection
    • about / Connecting to data
    • performing / Connecting to data
    • in file / Connecting to data in a file
    • customizing / Connecting to data in a file
    • on server / Connecting to data on a server
    • in cloud / Connecting to data in the cloud
    • shortcuts / Shortcuts for connecting to data
  • data densification / Last occurrence
  • data filtering
    • about / Filtering data
    • at source / Filtering data
    • discrete fields, filtering / Filtering discrete (blue) fields
    • continuous fields, filtering / Filtering continuous (green) fields
    • dates, filtering / Filtering dates
    • options / Other filtering options
  • data source
    • about / Metadata and sharing data source connections
    • customizing / Customizing a data source
    • sharing / Sharing a data source
    • blending / Blending data sources
  • data structure
    • about / Structuring data for Tableau
    • tall data / Good structure – tall and narrow instead of short and wide
    • wide data / Good structure – tall and narrow instead of short and wide
    • star schema / Good structure – star schemas (data mart / data warehouse)
    • issues / Dealing with data structure issues
    • in Tableau connections / Restructuring data in Tableau connections
    • incorrect detail level, working with / Working with an incorrect level of detail
    • advanced fixes / An overview of advanced fixes for data problems
  • data visualization
    • about / Visualizing data
    • bar charts / Bar charts
    • line charts / Line charts
    • geographic visualizations / Geographic visualizations
    • Show Me toolbar, using / Using Show Me
  • Data window, calculations
    • features / Creating and editing calculations
  • date field, dates and time visualization
    • Date Part / The built-in date hierarchy
    • Date Value / The built-in date hierarchy
    • Exact Date / The built-in date hierarchy
  • dates and time visualization
    • about / Visualizing dates and times
    • built-in date hierarchy / The built-in date hierarchy
    • date field / The built-in date hierarchy
    • variations / Variations in date and time visualizations
    • Gantt charts / Gantt charts
  • Dimensions
    • about / Foundations for building visualizations
  • direction
    • about / Scope and direction
    • options / Scope and direction
    • working with / Working with scope and direction
  • discrete field
    • about / Foundations for building visualizations
  • distributions
    • about / Distributions
  • distribution visualization
    • about / Visualizing distributions
    • circle charts / Circle charts
    • box and whisker plots / Box and whisker plots
    • histogram / Histograms
  • dual axis
    • about / Dual Axis
    • example / Dual Axis
    • creating / Dual Axis

E

  • ETL / Structuring data for Tableau
  • example, dashboard
    • views, building / Building the views
    • dashboard framework, creating / Creating the dashboard framework
    • actions, implementing / Implementing actions to tell the story
    • regional scorecard / Example – a regional scorecard
  • exporting
    • about / Exporting
  • extracts
    • working with / Working with extracts instead of live connections
    • creating / Creating extracts
    • configuring / Creating extracts
    • using / Using extracts, When to use an extract
    • performance / Performance
    • portability / Portability and security
    • security / Portability and security

F

  • field-level formatting
    • about / Field-level formatting
  • filled maps, geographic visualizations
    • about / Filled maps
  • filter actions
    • about / How actions work, Filter actions
    • editing / Filter actions
    • setting / Filter actions
    • example / Filter actions
  • forecasting
    • about / Forecasting
  • formatting
    • about / Formatting considerations
    • working / How formatting works in Tableau
    • workbook level / How formatting works in Tableau
    • story level / How formatting works in Tableau
    • dashboard level / How formatting works in Tableau
    • worksheet level / How formatting works in Tableau
    • rich text formatting / How formatting works in Tableau
    • worksheet-level formatting / Worksheet-level formatting
    • field-level formatting / Field-level formatting
    • options / Additional formatting options
  • full outer join
    • about / Joining tables

G

  • Gantt chart
    • about / Gantt charts
    • using / Gantt charts
  • geographic view
    • customizing / Customizing a geographic view
  • geographic visualizations
    • about / Geographic visualizations
    • filled maps / Filled maps
    • symbol maps / Symbol maps
  • Google Analytics connection
    • about / Connecting to data in the cloud
  • granularity / Structuring data for Tableau

H

  • highlight actions
    • about / How actions work, Highlight actions
  • histogram
    • about / Histograms
    • creating / Histograms

I

  • iframes
    • about / URL actions
  • inner join
    • about / Joining tables

J

  • jittering
    • about / Jittering
  • joins
    • about / Joins and blends
    • blends / Joins and blends
    • table, joining / Joining tables
    • inner / Joining tables
    • left / Joining tables
    • right / Joining tables
    • full outer / Joining tables

L

  • left join
    • about / Joining tables
  • level of detail / Extending bar charts for deeper analysis
  • level of detail (LOD) / Working with an incorrect level of detail
    • / Working with an incorrect level of detail
  • level of detail calculations / An aggregate-level example
  • line charts
    • about / Line charts
    • time-series chart / Line charts
    • extending, for deeper analysis / Extending line charts for deeper analysis
  • linking fields
    • about / Blending data sources
  • live connection
    • about / Working with extracts instead of live connections

M

  • main workspace
    • about / Connecting to data in Access
    • menu / Connecting to data in Access
    • toolbar / Connecting to data in Access
    • sidebar / Connecting to data in Access
    • drag and drop data fields / Connecting to data in Access
    • canvas / Connecting to data in Access
    • tabs / Connecting to data in Access
    • status bar / Connecting to data in Access
  • mapping
    • techniques / Mapping techniques
    • standard geographic data, supplementing / Supplementing the standard geographic data
    • geographic view, customizing / Customizing a geographic view
    • tips / Some final mapping tips
  • materialized fields
    • about / Using extracts
  • Measure Names / The bar-in-bar chart
  • Measures
    • about / Foundations for building visualizations
  • Measure Values / The bar-in-bar chart
  • metadata
    • about / Metadata and sharing data source connections
  • models, trend
    • about / Trend models
    • Linear / Trend models
    • Logarithmic / Trend models
    • Exponential / Trend models
    • Polynomial / Trend models
    • analyzing / Analyzing trend models
  • multiple axes visualization
    • about / Visualizing multiple axes to compare different measures
    • scatterplot / Scatterplots
    • dual axis / Dual Axis
    • combination charts / Combination charts

N

  • non-Cartesian chart types / Treemaps

P

  • parameters
    • about / Parameters
    • creating / Creating parameters
    • creation interface / Creating parameters
    • features, of creation interface / Creating parameters
  • partitioning
    • about / Addressing and partitioning
    • advanced / Advanced addressing and partitioning
  • parts of whole visualization
    • about / Relating parts of the data to the whole
    • stacked bars / Stacked bars
    • treemaps / Treemaps
    • area charts / Area charts
    • pie charts / Pie charts
  • pie charts
    • about / Pie charts
    • creating / Pie charts
  • practical examples, calculations
    • about / Practical examples of calculations and parameters
    • data issues, fixing / Fixing data issues
    • data, exporting / Extending the data
    • user experience, enhancing / Enhancing user experience, analysis, and visualizations
    • analysis, enhancing / Enhancing user experience, analysis, and visualizations
    • visualizations, enhancing / Enhancing user experience, analysis, and visualizations
    • data blending / Achieving flexibility with data blends
  • presenting
    • about / Presenting
  • printing
    • about / Printing

Q

  • quick table calculations / Quick table calculations

R

  • regional scorecard
    • creating / Example – a regional scorecard
  • right join
    • about / Joining tables
  • row-level calculations
    • about / Three levels of calculation
    • example / A row-level example
    • versus aggregate-level calculations / Row level or aggregate – why does it matter?

S

  • scatterplot
    • about / Scatterplots
  • scope
    • about / Scope and direction
    • options / Scope and direction
    • working with / Working with scope and direction
  • security considerations, extracts
    • about / Portability and security
  • sets
    • leveraging, to answer complex questions / Leveraging sets to answer complex questions
    • complex questions, answering / Answering complex questions
  • sheet selection
    • about / Sheet swapping and dynamic dashboards
  • sheet swapping
    • about / Sheet swapping and dynamic dashboards
  • Show Me toolbar
    • about / Using Show Me
    • features / Using Show Me
    • example / Using Show Me
  • stacked bars
    • about / Stacked bars
  • star schema
    • about / Good structure – star schemas (data mart / data warehouse)
    • example / Good structure – star schemas (data mart / data warehouse)
  • story points
    • about / Story points
    • example / Story points
  • surrogate key / Good structure – star schemas (data mart / data warehouse)
  • symbol map, geographic visualizations
    • about / Symbol maps

T

  • Tableau
    • Access data, connecting to / Connecting to data in Access
    • main workspace / Connecting to data in Access
    • data, visualizing / Visualizing data
    • dashboard / Bringing everything together in a dashboard
    • formatting, working / How formatting works in Tableau
    • URL, for Viz of the Day / Story points
    • trends / Trends
    • distributions / Distributions
    • forecasting / Forecasting
    • data structure / Structuring data for Tableau
    • poorly shaped data, in visualizations / Working with poorly shaped data in visualizations
    • presenting / Presenting
    • printing / Printing
    • exporting / Exporting
  • Tableau connections
    • data structure / Restructuring data in Tableau connections
  • Tableau Data Extract (TDE) / Connecting to data on a server
  • Tableau Data Source (TDS) file / Sharing a data source
  • Tableau Desktop
    • workbook, sharing with users / Sharing a workbook with users of Tableau Desktop or Tableau Reader
  • Tableau Online users
    • publishing to / Publishing to Tableau Server and Tableau Online
  • Tableau Packaged Workbook (TWBX) file
    • about / Portability and security
  • Tableau paradigm
    • about / The Tableau paradigm
    • example / A simple example
  • Tableau Public
    • publishing to / Publishing to Tableau Public
  • Tableau Reader
    • workbook, sharing with users / Sharing a workbook with users of Tableau Desktop or Tableau Reader
  • Tableau Server
    • publishing to / Publishing to Tableau Server and Tableau Online
    • interacting with / Interacting with Tableau Server
    • used, for distribution options / Additional distribution options using Tableau Server
  • Tableau Workbook (TWB) file
    • about / Portability and security
  • table calculations
    • about / Three levels of calculation, An overview of table calculations
    • aggregation / An overview of table calculations
    • filtering / An overview of table calculations
    • late filtering / An overview of table calculations
    • performance / An overview of table calculations
    • creating / Creating and editing table calculations
    • editing / Creating and editing table calculations
    • quick table calculations / Quick table calculations
    • advanced / Advanced table calculations
  • table calculations, advanced
    • Metatable functions / Advanced table calculations
    • Lookup and previous value / Advanced table calculations
    • Running functions / Advanced table calculations
    • Window functions / Advanced table calculations
    • Rank functions / Advanced table calculations
    • R script functions / Advanced table calculations
    • Total function / Advanced table calculations
    • practical examples / Practical examples
  • table calculations, examples
    • Moving Average / Moving Average
    • ranking, within higher levels / Ranking within higher levels
    • late filtering / Late filtering
    • last occurrence / Last occurrence
  • tables
    • joining / Joining tables
  • tall data
    • about / Good structure – tall and narrow instead of short and wide
  • time-series chart
    • about / Line charts
  • TQL (Tableau Query Language)
    • about / The Tableau paradigm
  • treemaps
    • about / Treemaps
    • example / Treemaps
    • creating / Treemaps
  • trend
    • about / Trends
    • lines, customizing / Customizing trend lines
    • models / Trend models
    • models, analyzing / Analyzing trend models

U

  • URL actions
    • about / How actions work, URL actions

V

  • visible fields
    • about / Creating extracts
  • visualizations
    • building / Foundations for building visualizations
    • example / Foundations for building visualizations
    • value, adding / Adding value to visualizations
    • tooltips / Tooltips
    • poorly shaped data, working with / Working with poorly shaped data in visualizations
  • VizQL
    • about / The Tableau paradigm
    • benefits / The Tableau paradigm

W

  • wide data
    • about / Good structure – tall and narrow instead of short and wide
  • workbook
    • sharing, with Tableau Desktop users / Sharing a workbook with users of Tableau Desktop or Tableau Reader
    • sharing, with Tableau Reader users / Sharing a workbook with users of Tableau Desktop or Tableau Reader
  • workbook (.twb)
    • about / Portability and security
  • worksheet-level formatting
    • about / Worksheet-level formatting
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