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Creating Data Stories with Tableau Public
Creating Data Stories with Tableau Public

Creating Data Stories with Tableau Public: Illustrate your data in a more interactive and interesting way using Tableau Public

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Creating Data Stories with Tableau Public

Chapter 2. Tableau Public Interface Features

The user interface for Tableau Public was created to be simple and intuitive. It comes with three primary features (as discussed in Chapter 1, Getting Started with Tableau Public), namely connecting to data, opening your work, and discovering Tableau Public. Since Tableau Public is a tool for data discovery as well as data visualization, the interface is designed to encourage discovery through the drag-and-drop features for data. The user interface for Tableau Public is segmented into separate areas, namely data elements, cards, shelves, and the canvas. The data is also divided into two general categories—dimensions and measures. By understanding how data interacts with the user interface, you can design, configure, and polish chart objects that will be built into worksheets. These worksheets can then be assembled into one or more dashboards.

In this chapter, we will cover the following topics:

  • The Tableau Public user interface...

Touring the Tableau Public user interface

  • In the previous chapter, we discussed how to download and install Tableau Public. We also saw what the start screen looks like and how you can use it to connect to data, explore your own work or that of others, or discover how to use the tool. On opening either a data file or an existing workbook with Tableau Public, you will see the worksheet view.

Note

There can be one or more worksheets in a workbook. Tableau Public extends this further by allowing you to place one or more worksheets in a dashboard, with all of this contained within the workbook.

The starting point that appears when opening a new Tableau workbook is the worksheet view. This is the working area where you can build your dashboard. Let's take a quick look at it.

The visualization shown in the following screenshot uses data from the Federal Aviation Administration (FAA) on every commercial flight at the domestic airports of the United States in March 2015 to average the departure...

Using the Marks card

Another Tableau invention is the use of cards. Cards are containers for various controllers: which are dialogs in the Tableau workspace that allow various data elements and components to be configured. The most important card is the Marks card, which is in the most current version of Tableau Public. It has combined various controllers into one.

The Marks card is a compact yet highly functional area of the worksheet view that contains different controllers for data element chart properties (these data points on a chart are called marks). To use the Marks card, drag and drop data elements onto a corresponding shelf (such as Colors, Label, and Size). This will change the chart visualization by changing the chart mark properties.

The different controllers on the Marks card, which are commonly referred to as shelves, include the following:

  • Colors: This changes the colors of marks in the chart (such as bar or line colors). In our example, the Set that shows whether an airline...

The Show Me tool

A very useful tool in Tableau Public is the Show Me tool, which is available as a floating window when you click on the Show Me button on the upper-right hand side of the Tableau Public interface.

This tool, as shown in the following screenshot, is a helpful aid when you wish to select various chart types that can be used with your data:

The Show Me tool

Tip

The Show Me tool is an optional tool. Charts can be created without any help from this tool.

The Show Me tool also contains a list of tips to add data to shelves and cards, such as the number of dimensions and measures necessary to create the desired chart type.

The Show Me tool also suggests graph types based on the view that the user has created and/or the fields that the user has selected from the Data window. Based on the selections and the chart type selected in Show Me, the tool also instructs the user what field types are needed to create a certain graph type.

For example, selecting a continuous date field will make the Show Me tool...

Summary

In this chapter, we learned the Tableau Public user interface, from the welcome screen to the worksheet and dashboard tab views. We discussed the concepts of shelves and cards, walked through an example of how the Marks card affects a data visualization, and had a look at how to create a dashboard from the various worksheets created in a Tableau Public workbook. Lastly, we discussed the Show Me tool and how it can aid you in choosing appropriate data visualization types for your data.

In the next chapter, we will discuss the various chart types that you can create in Tableau Public and what some of the best practices and uses are for the chart types.

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Description

Tableau Public is a very useful tool in anyone's data reporting toolbox that allows authors to add an interactive data element to any article. It allows investigative journalists and bloggers to tell a “data story”, allowing others to explore your data visualization. The relative ease of Tableau Public visualization creation allows data stories to be developed rapidly. It allows readers to explore data associations in multiple-sourced public data, and uses state-of-the-art dashboard and chart graphics to immerse the users in an interactive experience. This book offers investigative journalists, bloggers, and other data story tellers a rich discussion of visualization creation topics, features, and functions. This book allows data story tellers to quickly gain confidence in understanding and expanding their visualization-creation knowledge, and allows them to quickly create interesting, interactive data visualizations to bring a richness and vibrancy to complex articles. The book takes you from basic concepts in visualization creation, like connecting to data sources, cleansing data, chart types, common functions, map creation, and publishing to the Web, to more advanced functions. It is a great overview and reference guide for beginner to intermediate Tableau Public data story tellers, and covers creation of Tableau Public visualizations of varying complexities.

Who is this book for?

This book is targeted at investigative journalists and bloggers with an interest in making rich and interactive data visualizations. Intermediate Tableau Public users and organizations can also use this book as a reference guide and teaching aid. Members of the media team, such as data specialists, web developers, editors, producers, and managers can also benefit from an understanding of the structure and challenges of writing an interactive and interesting data visualization using Tableau Public.

What you will learn

  • Connect to various data sources and understand what data is appropriate for Tableau Public
  • Understand chart types and when to use specific chart types with different types of data
  • Join and aggregate data for use in Tableau Public data stories
  • Discover features of Tableau Public, from basic to advanced
  • Involve calculations in Tableau Public
  • Build geographic maps to bring context to data
  • Create dashboards from one or more separate data visualizations
  • Create filters and actions to allow greater interactivity to Tableau Public visualizations and dashboards
  • Publish and embed Tableau visualizations and dashboards in articles

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Nov 27, 2015
Length: 218 pages
Edition : 1st
Language : English
ISBN-13 : 9781849694773
Vendor :
Tableau
Category :
Languages :
Tools :

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Product Details

Publication date : Nov 27, 2015
Length: 218 pages
Edition : 1st
Language : English
ISBN-13 : 9781849694773
Vendor :
Tableau
Category :
Languages :
Tools :

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Table of Contents

10 Chapters
1. Getting Started with Tableau Public Chevron down icon Chevron up icon
2. Tableau Public Interface Features Chevron down icon Chevron up icon
3. Connecting to Data Chevron down icon Chevron up icon
4. Visualization – Tips and Types Chevron down icon Chevron up icon
5. Calculations Chevron down icon Chevron up icon
6. Level of Detail and Table Calculations Chevron down icon Chevron up icon
7. Dashboard Design and Styling Chevron down icon Chevron up icon
8. Filters and Actions Chevron down icon Chevron up icon
9. Publishing Your Work Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
(4 Ratings)
5 star 25%
4 star 50%
3 star 25%
2 star 0%
1 star 0%
Alex K. Mar 24, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
If you're looking for a simple and practical way to learn how to leverage Tableau Public to tell data-driven stories with rich, interactive visuals that truly engage people and catalyze change, this book delivers. Highly recommended
Amazon Verified review Amazon
Dimitri Shvorob Dec 17, 2015
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Wishing to learn Tableau, I downloaded an evaluation copy of Tableau Desktop, viewed about 20 (high-quality and very helpful) videos in the "Tableau Training & Tutorials" section of tableau.com, and finally ordered a batch of Tableau books from Amazon - Amazon.co.uk, in my case - with the intention of reviewing the alternatives and leaving one or two titles for further study.The contenders included:"Tableau Data Visualization Cookbook" by Nandeshwar, Packt, 172 pages, £24 for a new paperback"Creating Data Stories with Tableau Public" by Ohmann and Floyd, Packt, 222 pages, £23"Rapid Graphs with Tableau 8" by McDaniel, Apress, 252 pages, £29"Learning Tableau" by Milligan, Packt, 340 pages, £33"Communicating Data with Tableau" by Jones, O'Reilly, 334 pages, £18"Tableau For Dummies" by Monsey and Sochan, Wiley, 352 pages, £22"Tableau Dashboard Cookbook" by Stirrup, Packt, 336 pages, £29"Tableau 9: Official Guide" by Peck, McGraw-Hill, 352 pages, £24"Tableau Data Visualization Cookbook" was the first book to be eliminated... and then "Creating Data Stories with Tableau Public" followed. I actually like it - although it is undermined by Packt's no-frills presentation (contrast to the colorful non-Packt titles), it is written well, and with just the right amount of hand-holding for a newbie user. However, naturally, Tableau-Public-specific things account for only a small fraction (20 pages?) of its content, the rest being "generic Tableau". In the broader field of Tableau books, this one is not the top choice. Good book, but moving on.
Amazon Verified review Amazon
Amazon Customer Dec 04, 2015
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
First! :) I have always enjoyed the books that Matt Floyd has been involved in, and as a fellow Matt, I believe it is important to support all of the Matts of the world.
Amazon Verified review Amazon
E_D Aug 13, 2016
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
This book could use some updating. I had difficulty finding the data sets used in the book. Also, it would've been nice to include a brief overview of how to add images to dashboards. Overall, this is a good resource for Tableau Public users.
Amazon Verified review Amazon
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