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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

Curating data sources for Explain Data by telling the model which columns to use and ignore

Let’s look at Explain Data in action. We will begin by connecting to our Product Sales published data source. We can do this in Tableau Desktop or by creating a workbook from the web client of Tableau Server or Cloud. As we have been using Tableau Desktop in Chapter 8, Chapter 9, and Chapter 10, the examples in this section will use the web client. If you prefer, you can follow along using Tableau Desktop:

  1. From the home page on Tableau Server or Cloud, click on New | Workbook, as shown in Figure 12.12:
Figure 12.12 – New workbook

Figure 12.12 – New workbook

  1. You will be presented with a Connect to Data dialog. On the On This Site tab, select our Product Sales data source and click Connect. We are now in the workbook. Double-click on Sales in the data pane and then double-click on the Ship Mode field. Your screen should now look like Figure 12.13:
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