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Tableau 10 Complete Reference

You're reading from   Tableau 10 Complete Reference Transform your business with rich data visualizations and interactive dashboards with Tableau 10

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Product type Course
Published in Dec 2018
Publisher Packt
ISBN-13 9781789957082
Length 496 pages
Edition 1st Edition
Tools
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Authors (2):
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Joshua N. Milligan Joshua N. Milligan
Author Profile Icon Joshua N. Milligan
Joshua N. Milligan
Tristan Guillevin Tristan Guillevin
Author Profile Icon Tristan Guillevin
Tristan Guillevin
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Toc

Table of Contents (20) Chapters Close

Title Page
About Packt
Contributors
Preface
1. Creating Your First Visualizations and Dashboard FREE CHAPTER 2. Working with Data in Tableau 3. Moving from Foundational to More Advanced Visualizations 4. Using Row-Level, Aggregate, and Level of Detail Calculations 5. Table Calculations 6. Formatting a Visualization to Look Great and Work Well 7. Telling a Data Story with Dashboards 8. Deeper Analysis - Trends, Clustering, Distributions, and Forecasting 9. Making Data Work for You 10. Advanced Visualizations, Techniques, Tips, and Tricks 11. Sharing Your Data Story 12. Catching Up with Tableau 2018 13. Deal with Security 14. How to Keep Growing Your Skills 1. Other Books You May Enjoy Index

Index

A

  • action
    • about / How actions work
    • filter actions / How actions work
    • highlight action / How actions work
    • URL action / How actions work
  • addressing
    • about / Relative versus fixed, Addressing and partitioning
    • advanced addressing / Advanced addressing and partitioning
  • ad hoc calculations / Ad hoc calculations
  • administration
    • Tableau Service Manager / Tableau Service Manager (2018.2)
  • advanced mapping techniques
    • about / Advanced mapping techniques
    • standard in geographic data, supplementing / Supplementing the standard in geographic data
    • geographic locations, manual assignment / Manually assigning geographic locations
    • custom territories, creating / Creating custom territories
    • final map tips / Some final map tips
  • advance visualization
    • about / Advanced visualizations
    • slope chart / Slope chart
    • lollipop chart / Lollipop chart
    • waterfall chart / Waterfall chart
    • sparklines / Sparklines
    • dumbbell chart / Dumbbell chart
    • unit chart/symbol chart / Unit chart/symbol chart
    • Marimekko chart / Marimekko chart
  • aggregate-level calculations
    • about / Overview of the three main types of calculations
    • examples / Aggregate Level example
    • versus row-level calculations / Row Level or Aggregate – why does it matter?
  • alias / Blending example
  • Amazon Redshift / Connecting to data in the cloud
  • Ambassadors
    • about / Ambassadors
    • Social Media Ambassadors / Ambassadors
    • User Group Leader Ambassadors / Ambassadors
    • Tableau Public Ambassadors / Ambassadors
    • URL / Ambassadors
  • animation / Animation
  • area charts
    • for data comparison / Area charts
  • Automatic Mobile Layouts / Automatic Mobile layouts (2018.2)

B

  • background images
    • using / Using background images
    • about / Animation
  • bar charts
    • about / Creating bar charts
    • creating / Creating bar charts
    • iterations, for deeper analysis / Iterations of bar charts for deeper analysis
    • creating, for data comparison / Bar charts
    • for displaying variations / Bar chart variations
    • bullet chart, using / Bullet chart – showing progress toward a goal
    • bar in bar chart, using / Bar in bar chart
    • categories, highlighting / Highlighting categories of interest
  • blends
    • about / Joins and blends
    • data sources, blending / Blending data sources
    • example / Blending example
  • box plots
    • for distribution visualization / Box and whisker plots
  • built-in date
    • hierarchy / The built-in date hierarchy
  • bullet chart / Bullet chart – showing progress toward a goal
  • bullet graph / Bullet chart – showing progress toward a goal
  • bump chart / Slope chart

C

  • calculations
    • creating / Creating and editing calculations
    • editing / Creating and editing calculations
    • row-level calculations / Overview of the three main types of calculations
    • aggregate-level calculations / Overview of the three main types of calculations
    • table calculations / Overview of the three main types of calculations
    • examples / Practical examples of calculations and parameters
    • reference link / Practical examples of calculations and parameters
    • data issues, fixing / Fixing data issues
    • data, extending / Extending the data
    • user experience, enhancing / Enhancing user experience, analysis, and visualizations
    • analysis / Enhancing user experience, analysis, and visualizations
    • visualizations, enhancing / Enhancing user experience, analysis, and visualizations
    • data blends, for achieving flexibility / Achieving flexibility with data blends
    • performance considerations / Performance considerations
  • cardinality / Visualizing distributions
  • Change Set Values action / The Change Set Values action (2018.3)
  • circle charts
    • for distribution visualization / Circle charts
    • jittering / Jittering
  • cloud
    • data connection / Connecting to data in the cloud
  • clustering / Clustering
  • combination charts / Combination charts
  • command-line interface (CLI) / Tableau Service Manager (2018.2)
  • comments / Comments (2018.2)
  • Community projects
    • about / Community projects
    • Viz For Social Good / Community projects
    • Make Over Monday / Community projects
    • Workout Wednesday / Community projects
  • connection / Connecting to data
  • context filters / Implementing actions to tell the story
  • continuous bins / Marimekko chart
  • continuous fields
    • about / Discrete and continuous, Continuous fields
    • filtering / Filtering continuous fields
  • cross-database joins / Cross – database joins
  • cross-data connection joins / Cross – database joins
  • custom shapes / Unit chart/symbol chart
  • custom SQL filters / Filtering data
  • custom table calculations
    • creating / Custom table calculations
  • custom territories
    • creating / Creating custom territories
    • ad hoc custom territories / Ad hoc custom territories
    • field-defined custom territories / Field – defined custom territories

D

  • dashboard
    • about / Connecting to data, Bringing everything together in a dashboard, Dashboard objectives
    • purposes / Bringing everything together in a dashboard
    • building / Building your dashboard
    • objectives / Dashboard objectives
    • designing, for different devices / Designing for different displays and devices
    • sharing, with Tableau Desktop / Sharing with users of Tableau Desktop and Tableau Reader
    • sharing, with Tableau Reader / Sharing with users of Tableau Desktop and Tableau Reader
  • Dashboard improvements
    • about / Dashboard improvements
    • extensions / Extensions (2018.2)
    • navigation button / Dashboard navigation button (2018.3)
    • navigation action / Navigation action (2018.3)
    • Change Set Values action / The Change Set Values action (2018.3)
    • Automatic Mobile Layouts / Automatic Mobile layouts (2018.2)
    • Grids / Grids (2018.2)
  • data blends
    • for achieving flexibility / Achieving flexibility with data blends
  • data comparison
    • about / Comparing values across different dimensions, Relating parts of the data to the whole
    • with bar charts / Bar charts
    • with stacked bars / Stacked bars
    • with treemaps / Treemaps
    • with area charts / Area charts
    • for pie charts / Pie charts
  • data connection
    • creating / Connecting to data
    • about / Connecting to data
    • in file / 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
    • about / Data densification
    • occurence / When and where data densification occurs
    • example / An example of leveraging data densification
  • data filtering
    • about / Filtering data
    • with discrete fields / Filtering discrete fields
    • with continuous fields / Filtering continuous fields
    • with dates / Filtering dates
    • options / Other filtering options
  • data highlighter / Highlight actions, Slope chart
  • data source
    • about / Connecting to data
    • blending / Blending data sources
  • data source filters / Filtering data
  • data source improvements
    • about / Data Source improvements
    • normalized extract (2018.3) / Normalized extract (2018.3)
    • Spatial join (2018.2) / Spatial join (2018.2)
  • data source metadata / Managing data source metadata
  • data structure
    • about / Structuring data for Tableau
    • wide data / Wide data
    • tall data / Tall data
    • star schemas / Good structure - star schemas
    • issues / Techniques for dealing with data structure issues
  • data visualization
    • foundations, for building / Foundations for building visualizations
    • measures / Measures and dimensions
    • dimensions / Measures and dimensions
    • discrete fields / Discrete and continuous, Discrete fields
    • continuous fields / Discrete and continuous, Continuous fields
    • about / Visualizing data
  • date and time
    • visualizing / Visualizing dates and times
    • built-in date hierarchy / The built-in date hierarchy
    • visualizations, variations / Variations of date and time visualizations
    • visualizing, with Gantt charts / Gantt charts
  • density mark / Density Mark (2018.3)
  • dimension tables / Good structure - star schemas
  • direction
    • about / Relative versus fixed, Scope and direction
    • and scope, handling together / Working with scope and direction
  • discrete fields
    • about / Discrete and continuous, Discrete fields
    • filtering / Filtering discrete fields
  • distributions
    • analyzing / Distributions
  • distribution visualization
    • about / Visualizing distributions
    • with circle charts / Circle charts
    • with box plots / Box and whisker plots
    • with whisker plots / Box and whisker plots
    • with histogram / Histograms
  • domain completion / Data densification
  • domain padding / Data densification
  • dual axis
    • used, for visualizing multiple axes / Dual axis
  • dual axis mapping / Dual Axis mapping (2018.1)
  • dumbbell chart
    • about / Dumbbell chart
    • building / Dumbbell chart
  • dynamic dashboards
    • creating / Sheet swapping and dynamic dashboards
    • controls, displaying / Dynamically showing and hiding other controls
    • controls, hiding / Dynamically showing and hiding other controls

E

  • exporting / Exporting
  • extensions / Extensions (2018.2)
  • Extract, Transform, and Load (ETL) / Structuring data for Tableau
  • Extract API / Connecting to data
  • extract filters / Filtering data
  • extracts
    • about / Working with extracts instead of live connections
    • using / Working with extracts instead of live connections, Using extracts
    • creating / Creating extracts
    • for performance optimization / Performance
    • probability / Portability and security
    • security, considerations / Portability and security
    • usage / When to use an extract
    • avoiding / When to use an extract

F

  • Fact tables / Good structure - star schemas
  • field-level formatting / Field-level formatting
  • file types
    • about / Tableau file types
    • .tbm / Tableau file types
    • .tde / Tableau file types
    • .tds / Tableau file types
    • .tdsx / Tableau file types
  • filled maps / Filled maps
  • filter actions / Filter actions
  • filters
    • data source filters / Filtering data
    • extract filters / Filtering data
    • custom SQL filters / Filtering data
  • fixed table calculation / Relative versus fixed
  • forecasting
    • using / Forecasting
  • foreign key / Good structure - star schemas
  • format options
    • alignment / Worksheet level formatting
    • shading / Worksheet level formatting
    • borders / Worksheet level formatting
    • lines / Worksheet level formatting
  • formatting
    • considerations / Formatting considerations
    • in Tableau / Understanding how formatting works in Tableau
    • worksheet level formatting / Worksheet level formatting
    • field-level formatting / Field-level formatting
    • options / Additional formatting options
  • functions
    • Number / Creating and editing calculations
    • String / Creating and editing calculations
    • Date / Creating and editing calculations
    • Type conversion / Creating and editing calculations
    • Aggregate / Creating and editing calculations
    • User / Creating and editing calculations
    • Table calculation / Creating and editing calculations

G

  • Gantt charts
    • used, for visualizing date and time / Gantt charts
  • geographic visualizations
    • creating / Creating geographic visualizations
    • filled maps / Filled maps
    • symbol maps / Symbol maps
  • Google Analytics / Connecting to data in the cloud
  • Google Sheets / Connecting to data in the cloud
  • granularity / Structuring data for Tableau
  • Grids / Grids (2018.2)
  • guided analytics dashboard
    • creating / Example - is least profitable always unprofitable?, Creating the dashboard framework
    • views, building / Building the views
    • actions, implementing / Implementing actions to tell the story

H

  • hierarchy filtering / Hierarchy filtering (2018.1)
  • highlight actions / Highlight actions
  • highlighters / Highlight actions
  • histogram
    • for distribution visualization / Histograms

I

  • index / Working with scope and direction
  • interacting
    • about / Interacting
    • mixed content / Mixed content (2018.3)
    • mobile preview / Mobile preview (2018.3)
  • intersect / Spatial join (2018.2)
  • Iron Viz / Iron Viz

J

  • jittering / Jittering
  • join culling / Good structure - star schemas
  • joins
    • about / Joins and blends
    • tables, joining / Joining tables
    • cross-database joins / Cross – database joins

K

  • k-means clustering / Clustering
  • Key Performance Indicators (KPIs) / Dashboard objectives
  • keywords / Creating and editing calculations

L

  • l / Iterations of bar charts for deeper analysis
  • Latitude / Supplementing the standard in geographic data
  • Level of Detail / Iterations of bar charts for deeper analysis
  • level of detail calculations
    • about / Level of Detail calculations
    • syntax / Level of Detail syntax
    • FIXED / Level of Detail syntax
    • INCLUDE / Level of Detail syntax
    • EXCLUDE / Level of Detail syntax
    • example / Level of Detail example
  • Line / Dumbbell chart
  • line charts
    • about / Creating line charts
    • creating / Creating line charts
    • iterations, for deeper analysis / Iterations of line charts for deeper analysis
  • linking fields / Blending data sources
  • lollipop chart / Lollipop chart
  • Longitude / Supplementing the standard in geographic data

M

  • Mapbox / Some final map tips
  • Marimekko chart (Mekko chart)
    • about / Marimekko chart
    • reference link / Marimekko chart
  • materialized fields / Using extracts
  • metadata
    • about / Managing data source metadata
    • managing / Managing data source metadata
  • Microsoft Access Database (.mdb) / Analyzing trend models
  • mixed content / Mixed content (2018.3)
  • mobile preview / Mobile preview (2018.3)
  • Multidimensional Expressions (MDX) / The Tableau paradigm
  • multiple axes
    • visualizing / Visualizing multiple axes to compare different measures
    • visualizing, with scatterplot / Scatterplot
    • visualizing, with dual axis / Dual axis
    • visualizing, with combination charts / Combination charts

N

  • navigation action / Navigation action (2018.3)
  • navigation button / Dashboard navigation button (2018.3)
  • nested sort / Nested sort (2018.2)
  • non-Cartesian chart types / Treemaps
  • normalized extract / Normalized extract (2018.3)
  • Null Island / Manually assigning geographic locations

O

  • ODBC / Structuring data for Tableau
  • operators / Creating and editing calculations

P

  • P-value / Analyzing trend models
  • parameters
    • about / Parameters
    • creating / Creating parameters
  • partitioning / Relative versus fixed
    • about / Addressing and partitioning
    • advanced partitioning / Advanced addressing and partitioning
  • path / Dumbbell chart
  • pie charts
    • for data comparison / Pie charts
  • Ploygon / Dumbbell chart
  • presenting / Presenting, printing, and exporting, Presenting
  • printing / Printing

Q

  • quick table calculations / Quick table calculations

R

  • R
    • about / Analyzing trend models
    • reference link / Analyzing trend models
  • radial selections / Some final map tips
  • Regional scorecard dashboard
    • about / Example - regional scorecard
    • creating / Example - regional scorecard
  • relative table calculation / Relative versus fixed
  • REST API / Additional distribution options using Tableau Server
  • row-level calculations
    • about / Overview of the three main types of calculations
    • examples / Row Level examples
    • versus aggregate-level calculations / Row Level or Aggregate – why does it matter?
  • Row-level filters / Row-level filters

S

  • Salesforce / Connecting to data in the cloud
  • scatterplot / Scatterplot
  • scope
    • about / Relative versus fixed, Scope and direction
    • and direction, handling together / Working with scope and direction
  • sheet / Connecting to data
  • sheet selection / Sheet swapping and dynamic dashboards
  • sheet swapping / Sheet swapping and dynamic dashboards
  • Show Me
    • using / Using Show Me
  • slope chart / Slope chart
  • sparklines chart
    • about / Sparklines
    • building, techniques / Sparklines
  • sparse data / Data densification
  • spatial join / Spatial join (2018.2)
  • stacked bars
    • using / Stacked bars
  • star schemas / Good structure - star schemas
  • Step and jump lines / Step and jump lines (2018.1)
  • stories
    • about / Stories
    • building / Stories
  • Story / Printing
  • story / Connecting to data
  • story points / Stories
  • Structured Query Language (SQL) / The Tableau paradigm
  • surrogate key / Good structure - star schemas
  • symbol maps / Symbol maps
  • synchronized dual axis / Lollipop chart
  • System for Cross-Domain Identity Provider (SCMI) / Other administrative improvements

T

  • TABCMD utility / Additional distribution options using Tableau Server
  • Tableau
    • products, sharing with / Sharing with users of Tableau Server, Tableau Online, and Tableau Public
  • Tableau Community
    • about / The Tableau Community
    • URL / The Tableau Community
  • Tableau Data Extract API / Creating extracts, Structuring data for Tableau
  • Tableau Desktop
    • data Source improvements / Tableau Desktop
    • visualization improvements / Tableau Desktop, Visualization improvements
    • dashboard improvements / Tableau Desktop
    • web authoring / Web authoring
  • Tableau Desktop users
    • workbook, sharing with / Sharing with Tableau Desktop users
  • Tableau Mobile / Interacting with Tableau Server
  • Tableau Online
    • publishing to / Publishing to Tableau Server and Tableau Online
  • Tableau paradigm
    • about / The Tableau paradigm
    • example / A simple example
  • Tableau Public
    • products, sharing with / Sharing with users of Tableau Server, Tableau Online, and Tableau Public
    • publishing to / Publishing to Tableau Public
    / Tableau Public
  • Tableau Query Language (TQL) / The Tableau paradigm
  • Tableau Reader users
    • workbook, sharing with / Sharing with Tableau Reader users
  • Tableau Server
    • products, sharing with / Sharing with users of Tableau Server, Tableau Online, and Tableau Public
    • publishing to / Publishing to Tableau Server and Tableau Online
    • interacting with / Interacting with Tableau Server
    • distribution options / Additional distribution options using Tableau Server
    • used, for additional distribution options / Additional distribution options using Tableau Server
    • about / Tableau Server/Online
    • interacting / Interacting
    • administration / Administration
  • Tableau Server security / Tableau Server security
  • Tableau Service Manager (TSM) / Tableau Service Manager (2018.2)
  • Tableau User Group (TUG) / The Tableau Community
  • table calculations
    • about / Overview of the three main types of calculations, Overview of table calculations
    • editing / Creating and editing table calculations
    • creating / Creating and editing table calculations
    • fixed computation / Relative versus fixed
    • examples / Practical examples
    • Year-over-Year growth, calculating / Year – over – Year growth
    • ranking within higher levels / Ranking within higher levels
    • late filtering / Late filtering
  • tall data
    • about / Tall data
    • versus wide data / Wide and tall in Tableau
  • treemaps
    • for data comparison / Treemaps
  • trend lines
    • calculating / Trending
    • customizing / Customizing trend lines
  • trend models
    • Linear / Trend models
    • Logarithmic / Trend models
    • Exponential / Trend models
    • Polynomial / Trend models
    • analyzing / Analyzing trend models
  • trends
    • viewing / Trending

U

  • unit chart/symbol chart
    • about / Unit chart/symbol chart
    • creating, techniques / Unit chart/symbol chart
  • URL actions / URL actions
  • User Filters / User Filters

V

  • view / Connecting to data
  • view level of detail / Scatterplot, Marimekko chart
  • visualization
    • value, adding / Adding value to visualizations
    • customizing / Adding value to visualizations
    • tooltips / Tooltips
  • visualization improvements
    • about / Visualization improvements
    • Density mark (2018.3) / Density Mark (2018.3)
    • Step and jump lines (2018.1) / Step and jump lines (2018.1)
    • worksheet transparency (2018.3) / Worksheet transparency (2018.3)
    • Dual axis mapping / Dual Axis mapping (2018.1)
    • nested sort / Nested sort (2018.2)
    • hierarchy filtering / Hierarchy filtering (2018.1)
  • Visual Query Language (VizQL)
    • about / The Tableau paradigm
    • benefits / The Tableau paradigm
  • Viz Of The Day / Tableau Public

W

  • waterfall chart
    • about / Waterfall chart
    • building, features / Waterfall chart
  • web authoring
    • about / Web authoring
    • data, connecting / Connecting to data (2018.1)
  • Web Data Connector / Connecting to data
  • whiskers plots
    • for distribution visualization / Box and whisker plots
  • wide data
    • about / Wide data
    • versus tall data / Wide and tall in Tableau
  • WMS server / Some final map tips
  • workbook
    • sharing, with Tableau Desktop users / Sharing with Tableau Desktop users
  • worksheet level formatting / Worksheet level formatting
  • Worksheet transparency / Worksheet transparency (2018.3)

Z

  • Zen Masters
    • about / Zen Masters
    • URL / Zen Masters
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