Getting Started with Tableau 2018.x - Tristan Guillevin - E-Book

Getting Started with Tableau 2018.x E-Book

Tristan Guillevin

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Beschreibung

Leverage the power of Tableau to get actionable business insights and make better business decisions




Key Features



  • Explore all the new features of Tableau 2018.x


  • Begin your Tableau journey by understanding its core functionalities


  • Apply advanced techniques such as data blending and parameters to make the best of Tableau








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



  • Discover new functionalities such as density, extensions, and transparency introduced in Tableau 2018.x


  • Connect tables and make transformations such as pivoting the field and splitting columns


  • Build an efficient data source for your analysis


  • Design insightful data visualization using different mark types and properties


  • Build powerful dashboards and stories


  • Share your work and interact with Tableau Server


  • Use Tableau to explore your data and find new insights


  • Explore Tableau's advanced features and gear up for upcoming challenges



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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Veröffentlichungsjahr: 2018

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Getting Started with Tableau 2018.x

 

 

 

Get up and running with the new features of Tableau 2018 for impactful data visualization

 

 

 

 

 

 

 

 

 

 

Tristan Guillevin

 

 

 

 

 

 

 

 

 

BIRMINGHAM - MUMBAI

Getting Started with Tableau 2018.x

Copyright © 2018 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

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

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-78883-868-9

www.packt.com

 
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Contributors

About the author

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.

First, I'd like to thanks my colleagues at Actinvision, Ogury and my friend, Maxime Baux, with whom I can share my passion. Of course, I would have never learned so much without the Tableau Community and amazing people like Eva Murray, Chloe Tseng, Jonni Walker, and Jade Le Van. Of course, a special thanks to Ivett Kovács and Dilyana Bossenz for reviewing this book. Finally, a huge thanks to my family and my love, Laura, for their daily support.

About the reviewers

 

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.

 

 

 

 

 

 

 

Packt is searching for authors like you

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.

Table of Contents

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

Preface

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.

Disclaimer

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.

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 data analyst who wants to learn the capabilities of Tableau to answer business-specific questions. No prior knowledge or experience with Tableau is necessary.

What this book covers

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.

To get the most out of this book

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.

Download the example files

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!

Download the color images

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.

Conventions used

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."

Warnings or important notes appear like this.
Tips and tricks appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packt.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.

Piracy: If you come across any illegal copies of our works in any form on the Internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

Reviews

Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!

For more information about Packt, please visit packt.com.

Catching Up with Tableau 2018

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).

With the 2018.1 version, Tableau has changed the version numeration. All versions now start with the year, then the release number during that year. For example, Tableau 2018.3 is the third major release of 2018.

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.

This book focuses on data visualization with Tableau Desktop and Tableau Server/Online. The new product that allows you to clean and prepare your data, Tableau Prep, is not covered, as it fulfills a different need. Learn more about Tableau Prep at https://www.tableau.com/products/prep.

Let's start with Tableau Desktop; get ready to discover many great new features! 

Tableau Desktop

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.

Data Source improvements

In this section of the book, we'll focus on two major improvements: the normalized extract and the spatial join.

Normalized extract (2018.3)

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. 

Spatial join (2018.2)

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:

To recreate the example, you can download the ZIP file Spatial Join from the Chapter 1 section of my website, book.ladataviz.com (or, browse to https://ladataviz.com/wp-content/uploads/2018/09/Spatial-Join.zip).

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.

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.

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 Mark (2018.3)

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.

Step and jump lines (2018.1)

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.

Worksheet transparency (2018.3)

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.

Data is the most crucial element in data visualization—not the design. The design is important, as it's a vector of success for your Dashboards, but it's not the primary concern. Please, always focus on the clarity of the data, and keep in mind the Data-Ink Ratio introduced by Edward Tufte: https://infovis-wiki.net/wiki/Data-Ink_Ratio.

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.

Dual Axis mapping (2018.1)

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.

To reproduce the example, download the Orders without City file from my website, book.ladataviz.com, or browse to https://ladataviz.com/wp-content/uploads/2018/09/Orders-without-City.xlsx.

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