Summary

In this chapter, we discussed the ideal situations for Tableau Prep Builder and Tableau Desktop based on the strengths and features of each. We also looked at cases where both can be the right fit for the task.

We then looked at four audiences and their use cases to bring together how and when to use the various data modeling components of the Tableau platform. First, we explored a financial analyst who creates quarterly financial reports for a limited audience. This use case does not need many data modeling capabilities as it requires infrequent updates, has a limited audience, and has relatively simple data sources.

Next, we looked at a use case of sales performance data for the entire sales organization. This use case uses most of the data modeling capabilities of the Tableau platform due to a broad and varied audience, complex security requirements, and messy data sources.

Next, we looked at a use case which focused on marketing analytics and is slotted between...