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Data Modeling with Tableau

You're reading from  Data Modeling with Tableau

Product type Book
Published in Dec 2022
Publisher Packt
ISBN-13 9781803248028
Pages 356 pages
Edition 1st Edition
Languages
Author (1):
Kirk Munroe Kirk Munroe
Profile icon Kirk Munroe
Toc

Table of Contents (22) Chapters close

Preface 1. Part 1: Data Modeling on the Tableau Platform
2. Chapter 1: Introducing Data Modeling in Tableau 3. Chapter 2: Licensing Considerations and Types of Data Models 4. Part 2: Tableau Prep Builder for Data Modeling
5. Chapter 3: Data Preparation with Tableau Prep Builder 6. Chapter 4: Data Modeling Functions with Tableau Prep Builder 7. Chapter 5: Advanced Modeling Functions in Tableau Prep Builder 8. Chapter 6: Data Output from Tableau Prep Builder 9. Part 3: Tableau Desktop for Data Modeling
10. Chapter 7: Connecting to Data in Tableau Desktop 11. Chapter 8: Building Data Models Using Relationships 12. Chapter 9: Building Data Models at the Physical Level 13. Chapter 10: Sharing and Extending Tableau Data Models 14. Part 4: Data Modeling with Tableau Server and Online
15. Chapter 11: Securing Data 16. Chapter 12: Data Modeling Considerations for Ask Data and Explain Data 17. Chapter 13: Data Management with Tableau Prep Conductor 18. Chapter 14: Scheduling Extract Refreshes 19. Chapter 15: Data Modeling Strategies by Audience and Use Case 20. Index 21. Other Books You May Enjoy

Dealing with preformatted reporting files with data interpreter and pivoting columns to rows

Often, data in Microsoft Excel and text fields comes with a few rows that act as headers to describe the data in the file. Looking at the SIPRI-Milex-data-1949-2021.xlsx file we downloaded from the GitHub repository, we can see that the data table doesn’t start until row 6. The first four rows describe the dataset with a blank fifth row, as shown in Figure 7.22:

Figure 7.22 – Excel with header rows

Figure 7.22 – Excel with header rows

Tableau is expecting the first row to be field names, one per column, and each of the other rows a record of data. Let’s open Tableau Desktop and connect to the file to see how we can bring it into a well-structured data model:

  1. Open Tableau Desktop. From the Connect pane, select Microsoft Excel, locate SIPRI-Milex-data-1949-2021.xlsx, and click on Open.
  2. Tableau will now switch the focus to the data source page. Double-click on the Share...
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