46,44 €
Leverage the power of Tableau to get actionable business insights and make better business decisions
Key Features
Book Description
Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features.
The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more.
By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
What you will learn
Who this book is for
If you're a beginner or an existing BI professional looking to get the most out of Tableau 2018's latest features, this book is for you. You'll also find this book useful if you're an aspiring analyst who wants to learn the capabilities of Tableau to answer business-specific questions. No prior knowledge or experience with Tableau or any other Business Intelligence tool is necessary.
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Seitenzahl: 266
Veröffentlichungsjahr: 2018
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Commissioning Editor: Amey VarangaonkarAcquisition Editor:Divya PoojariContent Development Editor:Snehal KolteTechnical Editor: Sayli NikaljeCopy Editor: Safis EditingProject Coordinator: Manthan PatelProofreader: Safis EditingIndexer:Aishwarya GangawaneGraphics:Jisha ChirayilProduction Coordinator:Shantanu Zagade
First published: September 2018
Production reference: 1280918
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ISBN 978-1-78883-868-9
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Tristan Guillevin is a true data lover who likes to share his passion. He graduated from engineering school in 2015. During these years, he went to Burkina Faso to teach computer science in schools around the country. The will to share and help people never left him since then. He started his professional life as a consultant at Actinvision, where he discovered Tableau. Soon, data visualization became a passion that has taken him around the world. In 2017, he won the Iron Viz (the ultimate data visualization battle organized by Tableau every year) in Las Vegas. Since his winning, he helps people with Tableau by making webinars, conferences, blog articles, and finally, this book! He's currently working at Ogury as a business analyst.
Ivett Kovács was always very comfortable with data—after majoring in statistics, she started working as a data analyst. She was one of the first Hungarian power users of Tableau Desktop, 2012, and has been mastering Tableau ever since. Currently, she is Starschema's senior data visualization expert, leading a team of 10+ dataviz developers.
She is not only Tableau certified, but has also been a Tableau Ambassador since 2017. She is also a featured volunteer with Viz for Social Good. She has been developing several Tableau dashboards on various social topics—the refugee crisis and gender inequality in tech companies and political institutions. Ivett has been writing a book for Packt Publishing, Tableau 2018.x Projects.
Dilyana Bossenz works as a data analyst. Her professional focus is on data visualization and data analysis. She has a master's degree in business administration. She discovered her passion for data in 2014 at a workshop at Google when she was still a student. After that, she wrote a master's thesis about big data. She gained her first experience in Tableau as a four years intern in business intelligence. She is co-organizer of Tableau User Group and local chapter leader for Viz for Social Good in Berlin. In February 2018, she was recognized as a Tableau Feature Author.
If you're interested in becoming an author for Packt, please visit authors.packtpub.com and apply today. We have worked with thousands of developers and tech professionals, just like you, to help them share their insight with the global tech community. You can make a general application, apply for a specific hot topic that we are recruiting an author for, or submit your own idea.
Title Page
Copyright and Credits
Getting Started with Tableau 2018.x
Packt Upsell
Why subscribe?
Packt.com
Contributors
About the author
About the reviewers
Packt is searching for authors like you
Preface
Disclaimer
Who this book is for
What this book covers
To get the most out of this book
Download the example files
Download the color images
Conventions used
Get in touch
Reviews
Catching Up with Tableau 2018
Tableau Desktop
Data Source improvements
Normalized extract (2018.3)
Spatial join (2018.2)
Other Data Source improvements
Visualization improvements
Density Mark (2018.3)
Step and jump lines (2018.1)
Worksheet transparency (2018.3)
Dual Axis mapping (2018.1)
Nested sort (2018.2)
Hierarchy filtering (2018.1)
Other improvements
Dashboard improvements
Extensions (2018.2)
Dashboard navigation button (2018.3)
Navigation action (2018.3)
The Change Set Values action (2018.3)
Automatic Mobile layouts (2018.2)
Grids (2018.2)
Tableau Server/Online
Interacting
Mixed content (2018.3)
Mobile preview (2018.3)
Comments (2018.2)
Web authoring
Connecting to data (2018.1)
Other web authoring improvements
Administration
Tableau Service Manager (2018.2)
Other administrative improvements
Summary
The Tableau Core
The different Tableau products
Speaking Tableau
Dimension and Measure
Blue and green – Discrete and Continuous
The toolbar options
Live or Extract
Live
Extract
Summary
A First Dashboard and Exploration
Connect to data
Create a first set of visualizations
Sales and profit by sub-categories – bar chart
Profit evolution – line chart
Profit by state – filled map
Building your first Dashboard
Assembling the Dashboard
Adding interactivity to your Dashboard
Using Tableau for data exploration
Summary
Connect to Data and Simple Transformations
Data connection
Connecting to a file
Excel files
Text files 
Connecting to a server
Tableau Server/Online
Common servers (MS SQL Server, Oracle, Redshift, MySQL)
Other servers
Spatial files
Join data easily
The Join principle
Join requirements and types
Join risks
Hands-on – a first simple Join 
Union your data
A Union example
Simple transformations
Data Interpreter
Splitting a column
Pivot
Summary
Build an Efficient Data Source
Understanding the Data Source
Data Sources elements
Data types
Generated information
Data Source options
Refresh a Data Source and deal with changes
How to refresh a Data Source
Deal with changes
Trivial cases
A used field is removed or renamed
Field customization and default properties
Field customization and options
Default properties
Comment
Color
Shape
Sort
Number format
Aggregation and total using
Hierarchies
Groups, Sets, and Bins
Groups
Sets
Bins
Summary
Design Insightful Visualizations - Part 1
Creating a visualization the automatic and manual way
Build a visualization the automatic way
Double-click
Show Me
Build a visualization the manual way
 The different Mark types
Bar
Line
Area
Square
Circle
Shapes
Text 
Map
Pie
Gantt Bar
Polygon
Density
Mark properties
Color
Size
Label (Text)
Detail
Tooltip
Shape
Path
Angle
Summary
Design Insightful Visualizations - Part 2
Using multiple Measures
Dual Axis
Measure Names and Measure Values
Filters
Filtering a continuous field
Filter a discrete field
General
Wildcard
Condition
Top
Quick filters
Filter hierarchy 
Context
Global filter hierarchy
Pages
Page basics
Guided tutorial with Pages
Worksheet options and format
Pill options
Worksheet menu options
View options
Format
Summary
Create Powerful Dashboards and Stories
Before we start
Dashboard basics
How to build a Dashboard
Dashboard pane
Layout pane
Dashboard objects
Dashboard options
Tiled, Floating, and Container Layouts
Tiled
Floating
Containers
A step-by-step guide to building a Dashboard with Containers
Dashboard Actions
Filter
Highlight
Go to URL
Go to Sheet
Change Set Values
Creating a Story
How to build a Story
Story options
Summary
Publish and Interact in Tableau Server
Introduction to Tableau Server
Tableau Server contents
Publishing and modifying contents
Why and how to publish a data source
Modifying a published Data Source
Publishing a Workbook
Step-by-step guide – publishing and modifying your work
Interacting with published Contents
Interacting with published Workbooks
Custom Views
Alert
Subscribe
Download
Comment
Web Authoring
Device layout
Creating a Device layout
Mobile layout preview 
Summary
An Introduction to Calculations
Calculated Field basics
Creating a Calculated Field
To aggregate or not to aggregate fields?
Using calculation functions
Example – highlight values
Advanced functions
Table Calculation functions
Table function basics
Quick Table Calculation
Hands-on Table Calculation functions
Level of Detail
LOD function basics
Include and Exclude
Fixed
Hands-on - use a LOD function
Summary
Analytics and Parameters
Using built-in Analytics tools
The Summarize tab
Constant Line
Average Line
Median with Quartiles
Box Plot
Totals
The Model tab
Average or median with a confidence interval
Trend Line
Forecast
Cluster
The Custom tab
How to work with Parameters
Creating a Parameter
Using a Parameter
Creating a year-on-year comparator
Summary
Advanced Data Connections
Cross-database Join
Data-blending
Wildcard Union
Summary
Deal with Security
Tableau Server security
User Filters
Row-level filters
Summary
How to Keep Growing Your Skills
The Tableau Community
Tableau Public
Community projects
Ambassadors, Zen Masters, and Iron Viz
Ambassadors
Zen Masters
Iron Viz
Summary
Other Books You May Enjoy
Leave a review - let other readers know what you think
Tableau is one of the leading business intelligence tools used worldwide, across organizations of all scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features.
If you're familiar with Tableau, the book starts with the new functionalities of Tableau 2018, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join and data blending.
By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence (BI) solutions.
The features explained in the book are based on the Beta version of Tableau 2018.3, this is not the final version of Tableau 2018.3.
If you're a beginner or an existing BI professional looking to get the most out of Tableau 2018's latest features, this book is for you. You'll also find this book useful if you're an aspiring data analyst who wants to learn the capabilities of Tableau to answer business-specific questions. No prior knowledge or experience with Tableau is necessary.
Chapter 1, Catching Up with Tableau 2018, details of every new feature of the different Tableau 2018 versions. You'll learn how to use them with clear explanations, examples, and tutorials. This chapter is the best way to catch up with the new releases if you already have some Tableau knowledge. Beginners should start with Chapter 2, The Tableau Core.
Chapter 2, The Tableau Core, explains the basics that every Tableau users should know. It contains an overview of the different products, a description of Tableau's workspaces, wordings, and clear explanations of Tableau's most crucial concepts, such as Dimension, Measure, Discrete, Continuous, Live, and Extract.
Chapter 3, A First Dashboard and Exploration, is your first real experience with Tableau and is designed as a guided tutorial. In just one chapter you'll connect to data, build three visualizations, an interactive dashboard, and answer business questions with the power of Tableau's data exploration capabilities.
Chapter 4, Connect to Data and Simple Transformations, focuses on data connections, starting with general rules when connecting to files and servers. This chapter also goes into detail about essential features such as Joins, Unions, and Transformations (Pivot, Split, and more).
Chapter 5, Build an Efficient Data Source, helps you build the best data source for your analysis. Having a customized and well-organized data source is crucial in Tableau. You'll learn the different elements that compose a data source, how to refresh and deals with the changes, and change the default format. This chapter also focuses on creating Groups, Hierarchies, Sets, and Bins.
Chapter 6, Design Insightful Visualizations - Part 1, teaches you the different ways of building visualizations in Tableau with double-clicks, the Show Me menu, or simple drag and drops. You'll also see, in this first part, a description of the different Mark Types and properties.
Chapter 7, Design Insightful Visualizations - Part 2, focuses first on building visualizations with multiple measures thanks to Dual Axis, or Measure Name and Measure Values. Filters, Quick-Filters, Pages, and an overview of the different options available complete the global vision of what you can do when creating a visualization.
Chapter 8, Create Powerful Dashboards and Stories, is a key chapter in which you'll learn the basics about building dashboards in Tableau with an overview of the different objects available and advice about which layout to use. You'll also see how to add interactivity with the different Actions, and how to tell compelling stories with the Story points.
Chapter 9, Publish and Interact in Tableau Server, is the culmination of what you've learned in the previous chapters. This chapter focuses on Tableau Server/Online, how to publish your dashboards and Data Sources online, how to interact with published content, and how to build device-specific layouts.
Chapter 10, An Introduction to Calculations, is the first advanced chapter where you'll expand Tableau's capabilities by creating new calculated fields with powerful formulas. After describing the basics of calculation, you'll understand how to use advanced formulas such as Table Calculation and Level Of Detail.
Chapter 11, Analytics and Parameters, focuses on two significant aspects of Tableau that combine well. The first part, Analytics, describes how to add Reference Lines, Forecast, Clusters, Trend Lines, Totals, and more. The second part explains how to create and use parameters to add more interactivity to your analysis. Finally, you'll create a real-life business usage combining analytics features, parameters, and calculations.
Chapter 12, Advanced Data Connections, presents three major features: cross-database Join and data-blending to create analyses that combine multiple connection types, and Wildcard Unions to build automatic unions based on multiple files. This chapter will help you tackle data connection challenges.
Chapter 13, Dealing with Security, is the last technical chapter of this book and focuses on three ways to secure your data: permissions on Tableau Server, user filters on Tableau Desktop, and row-level data security in your data.
Chapter 14, How to Keep Growing Your Skills, is a non-technical but essential chapter. You'll discover many ways of learning new things and growing your Tableau skills thanks to community projects. The chapter is also a tribute to the Tableau community, presenting many ways to be part of that big family, which shares a passion for data visualization with Tableau.
No prerequisites are necessary. Tableau is designed to be simple to use for everyone, no matter their background. This book starts from the very beginning and will teach you all major concepts.
You can download the example code files for this book from your account at www.packt.com. If you purchased this book elsewhere, you can visit www.packt.com/support and register to have the files emailed directly to you.
You can download the code files by following these steps:
Log in or register at
www.packt.com
.
Select the
SUPPORT
tab.
Click on
Code Downloads & Errata
.
Enter the name of the book in the
Search
box and follow the onscreen instructions.
Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:
WinRAR/7-Zip for Windows
Zipeg/iZip/UnRarX for Mac
7-Zip/PeaZip for Linux
The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Getting-Started-with-Tableau-2018.x. In case there's an update to the code, it will be updated on the existing GitHub repository.
We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!
We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: https://www.packtpub.com/sites/default/files/downloads/9781788838689_ColorImages.pdf.
There are a number of text conventions used throughout this book.
CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "This file contains the an Orders sheet, with approximately 10,000 rows and another sheet, User Access, with 6,000 rows."
Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "When you open Tableau, on the left, in the Connect area, click on Microsoft Excel."
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Thank you for purchasing Getting Started with Tableau 2018. As its title suggests, this book aims to provide you with explanations, advice, tips, and the best practices to start (or continue) a journey through Tableau, using the most recent features. You'll always find clear descriptions, reproducible examples, and tutorials. Whether you already know how to use Tableau and want to get familiar with its latest features, or you've never used the tool and want to learn from the beginning, this book is for you, and I hope you enjoy it.
If you are a Tableau user looking for information about the new features and how to use them, you are in the right place. If you are new to Tableau, start with Chapter 2, The Tableau Core, to learn about the basics and advanced features of Tableau. Throughout this book, many new features will be explained. Having finished all of the chapters, you can come back here to learn about the newest features, in detail.
In this first chapter, we'll cover the new features in Tableau's 2018 releases (Tableau 2018.1, 2018.2, and 2018.3).
This chapter will be divided into two parts, as follows:
Tableau Desktop
Tableau Server
For each part, each major feature has its proper section. Next to the name of the feature, between brackets, the version that introduced the new feature is specified. For example, the section spatial Join (2018.2) covers the feature spatial Join, added in version 2018.2.
Let's start with Tableau Desktop; get ready to discover many great new features!
This first section, covering Tableau Desktop, is divided into three parts, as follows:
Data source improvements
: All of the new ways to connect your data and increase performance
Visualization improvements
: All of the things that you can do on a Worksheet, to create better visualizations
Dashboard improvements
: All of the options and new features to help you create better Dashboards
To understand and reproduce the examples provided in this chapter, you need to know how to connect to data, build a Data Source, and create Worksheets and Dashboards.
In this section of the book, we'll focus on two major improvements: the normalized extract and the spatial join.
Previously, when creating an extract, Tableau always generated a single table. This was sometimes problematic, especially when a Join duplicated the number of lines. Now, when you Join multiple tables, you can choose the schema, creating either a Single Table or Multiple Tables:
For example, you can download the Excel file Multiple Table Storage Test from the Chapter 1 section of my website, book.ladataviz.com (or, browse to https://ladataviz.com/wp-content/uploads/2018/09/Multiple-Table-Storage-Test.xlsx). This file contains the an Orders sheet, with approximately 10,000 rows and another sheet,User Access, with 6,000 rows.
Individually, those tables are small, and creating an extract only takes a few seconds. When you Join the two tables, the data is duplicated. The result of the Join produces more than 11 million rows. When you created an extract, prior to Tableau 2018.3, the 11 million rows had to be retrieved, as you can see in the following screenshot:
Thanks to Tableau 2018.3, if you select the Multiple Tables schema when creating an extract, the extraction time is very short because the two tables are generated separately, prior to being joined. The only drawback is that you can't use all of the Extract options (Filters, Aggregation, and Number of rows).
The next new feature is also related to Joins.
A new type of Join, called an Intersect, is now available, and it was created especially for spatial files. You can find it in the Join configuration, highlighted as follows:
Intersects are useful when the only common field between the two tables is the spatial one. Tableau joins the data when there is a spatial intersection between a polygon and a point.
For example, let's look at how to join the two following shapefiles. The first one contains the polygons of the French regions:
The second one contains a list of ports around the world:
Let's create a spatial Join between the two spatial files, as follows:
Open Tableau and connect to the first spatial file,
contours-geographiques-des-nouvelles-regions-metropole.shp
.
Add a second spatial connection in the same Data Source (see
Chapter 12
,
Advanced Data Connections
, if you don't know how to create cross-database Joins), and choose the
ne_10m_ports.shp
file.
Choose an
Inner
interest Join between the two tables, shown as follows:
You can test your Data Source; the remaining
French regions are the ones with ports, and the remaining ports are only French ones. If you create a Dual Axis map, you can show both the regions and the ports on the same map, as follows:
This is surely a great advancement for using spatial files in Tableau. Let's finish this section by looking at other Data Source improvements.
Some other Data Source improvements are as follows:
From Tableau 2018.1, Tableau can recognize
spatial columns in
SQL Server and use them for mapping. You can also use Custom SQL to write an advanced analysis using your spatial fields.
Cross-database Joins and MDX queries have improved in performance since Tableau 2018.2.
Now, let's take a look at visualization improvements.
Many new features are available when speaking about visualizations. With the new versions of Tableau, you can use a new type of Marks, create Dual Axis mapping, step lines, jump lines, save and reuse your clusters, and much more. Let's start with the new Density Mark.
Density is the newest Marks type, introduced in Tableau 2018.3 and represented with the following icon:
This new mark fills a gap: to show the Density of Marks. The superposition of multiple Marks determines the color intensity. It's a straightforward Marks type; you can use it in various cases, as long as you have many Marks overlapping.
In the following example, you can see that the concentration of customers by Sales and Quantity:
The most important property for the Density Mark is the color. Thanks to the intensity of the color, you can see the Density of the Marks. To deal with this particularity, there is a new option when you click on the Color property: Intensity. Changing the intensity of the color tells different stories. In the following screenshot, the Intensity is set to 90%:
In the following screenshot, the Intensity is set to 40%:
Tableau has also added new color palettes, specially designed for the Density Mark. You'll find palettes for bright and dark backgrounds. Currently, the only drawback is the impossibility to open the Edit Color menu and select a color on your screen or enter a color code. You can, however, use your custom palette, specified in the Preference.tps file of your Tableau Repository.
Since version 2018.1, when you use the Line Marks type, a click on the Path button has opened a menu where you can select the Line Type: Linear, Step, or Jump. The following screenshot shows an example of a step line:
Although it's not the most spectacular new feature, it's nevertheless a great addition, simplifying a complicated procedure to build the same visualization.
A long-awaited feature is the Worksheet transparency. It is a great addition, allowing you to build better visualizations; but it's also an open door to terrible practices and designs.
To make the background of a Worksheet transparent, follow these steps:
Click on
Format...
in the Worksheet options, as highlighted in the following screenshot:
Click on the third icon,
Shading
, to modify the shading format.
Select
None
in the
Default
Worksheet shading, highlighted as follows:
Use this new feature with caution! The next new feature is the ability to create Dual Axis, with different types of coordinates.
Before Tableau 2018.1, you could already build a Dual Axis map. To do so, duplicate the longitude in columns, or latitude in rows, and select Dual Axis in the pill option. Thanks to the Dual Axis option, it is possible to have two different Mark types and a different level of detail in each Marks layer. In the following screenshot, you can see a Dual Axis map, with a filled map for the state with the Sales in color in the first layer, and circles for each city, colored in black, in the second Marks layer:
Unfortunately, in previous versions of Tableau, it was impossible to create a Dual Axis map by combining Tableau-generated coordinates and custom coordinates in your data. Since Tableau 2018.1, it's been possible. Let's look at how to do it.
In the Orders without City file, the cities have been removed and replaced by their latitude and longitude, in two different columns: Latitude City and Longitude City. The goal is to rebuild the preceding example with this new file. Do as follows:
Open Tableau and connect to the
Orders without City
file.
Right-click on the
Latitude City
field
and select
Convert to Dimension
