38,39 €
Mehr erfahren.
- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Develop a deep understanding of Tableau 10.0 and get to know tricks to understand your data
About This Book
- Quickly learn tips, tricks, and best practices about Tableau from Tableau masters
- Whether it is data blending or complex calculations, you can solve your problem with ease and confidence; no more searching for a help doc or waiting for support
- If you want to quickly master Tableau, then this book is for you
Who This Book Is For
This book is for Tableau users who have a basic to average understanding of the various features available in Tableau. You'll find this book useful if you spend a lot of time conducting data analysis and visualizations with Tableau.
What You Will Learn
- Connect to variety of data (cloud and local) and blend it in an efficient way for fast analytics
- Advanced calculations such as LOD calculations and Table calculations
- See advanced use cases of Parameter, Sorting, and Filters
- Get practical tips on how to format dashboards following the Zen of dashboard design
- See examples of a variety of visualizations such as cohort analysis, Jitters chart, and multiple small charts
- See the new features in Tableau 10—cross data source filter, worksheet as tooltip, cluster, and custom territory
In Detail
Tableau has emerged as an industry leader in the field of data discovery and business analytic software solutions. While there is a lot of information on how to use the tool, most Tableau users are faced with the challenge on how it can be effectively used to derive meaningful business insights from the uncharted territory of data.
This book will give you useful tips from Tableau masters learned from years of experience working with Tableau. You'll start by getting your data into Tableau, move on to generating progressively complex visualizations, and end with finishing touches and packaging your work for distribution.
Inside you will learn the exact steps required to solve complex real-life problems. Whether it is data blending or complex calculations, you can solve your problem with ease and confidence; no more searching for Help doc or waiting for support. This book will help you make the most of Tableau and become a Tableau expert.
Style and approach
The book will show you hacks to solve complex real-life problems. This book will help you make the most of Tableau and become a Tableau expert. This book is packed with lots of real-life problems with step-by-step instructions from Tableau experts.
Sie lesen das E-Book in den Legimi-Apps auf:
Seitenzahl: 155
Veröffentlichungsjahr: 2016
Ähnliche
Table of Contents
Tableau 10.0 Best Practices
Tableau 10.0 Best Practices
Copyright © 2016 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, and its dealers and distributors will be held liable for any damages caused or alleged to be 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.
First published: December 2016
Production reference: 1091216
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.
ISBN 978-1-78646-009-7
www.packtpub.com
Credits
Author
Jenny Zhang
Copy Editor
Manisha Sinha
Reviewers
Ravi Ratanlal Mistry
Sneha Vijay
Project Coordinator
Nidhi Joshi
Commissioning Editor
Veena Pagare
Proofreader
Safis Editing
Acquisition Editor
Vinay Argekar
Indexer
Mariammal Chettiyar
Content Development Editor
Rahul Popat
Graphics
Disha Haria
Technical Editor
Danish Shaikh
Production Coordinator
Nilesh Mohite
About the Author
Jenny Zhang is a technology professional with 6+ years' experience of data and analytics and currently working at JW Plater as Business Analytics Manager. She is a data strategist and technologist, Tableau and Alteryx community advocate, blogger. She had a series of blog posts about Tableau best practices at http://jennyxiaozhang.com/tag/tableau/.
Jenny is also passion about Big data. She had a series of blog posts about Big Data, NoSQL, Spark, Hadoop, and Yarn at http://jennyxiaozhang.com/category/big-data/.
Personal Site: www.jennyxiaozhang.com
LinkedIn: www.linkedin.com/in/jennyxiaozhang
I would like to thank you all the people who helped me with this book. Thank you all those who read, offered comments and helped in the editing and design. I would like to show special gratitude to Siddhesh Salvi, Vinay Argekar, Milton Dsouza from Packt publishing for enabling me to publish this book.
About the Reviewers
Ravi Ratanlal Mistry is an avid technology enthusiast and loves learning new concepts as well as teaching others. He holds a bachelor's degree in Information Technology and is a self-taught programmer.
I would like to thank my family and friends for their ongoing support, especially my mother for always believing in me.
Sneha Vijay has a well-rounded consulting background in domains of Data and Analytics with specialization in Tableau. Having over 4 years of experience and successful track record in Consulting, Analytics, Building sophisticated reporting technologies, Data Mining and Tableau visualizations, she provide users with the ability to examine information and uncover hidden trends and anomalies. Currently, Sneha works at Deloitte US Consulting based out of Gurgaon, India. Sneha's passions are spending time with his family, swimming and enjoying music to the fullest.
She has previously reviewed Tableau 10 Business Intelligence Cookbook with Packt Publishing.
www.PacktPub.com
For support files and downloads related to your book, please visit www.PacktPub.com.
Did you know that Packt offers eBook versions of every book published, with PDF and ePub files available? You can upgrade to the eBook version at www.PacktPub.com and as a print book customer, you are entitled to a discount on the eBook copy. Get in touch with us at [email protected] for more details.
At www.PacktPub.com, you can also read a collection of free technical articles, sign up for a range of free newsletters and receive exclusive discounts and offers on Packt books and eBooks.
https://www.packtpub.com/mapt
Get the most in-demand software skills with Mapt. Mapt gives you full access to all Packt books and video courses, as well as industry-leading tools to help you plan your personal development and advance your career.
Why subscribe?
Preface
Introduction
Tableau 10.0 Best Practices will give you the useful tips from Tableau masters learned from years of experience working with Tableau. The book will show you the exact steps required to solve complex real-life problems. Whether it is data blending or complex calculations, you can solve your problem with ease and confidence; no more searching for help doc or waiting for support. This book will help you make the most of Tableau and become a Tableau expert.
What this book covers
Chapter 1, Data Extraction , covers tips, tricks, best practices on create, upload, manage, refresh Tableau data extracts. This is the first important step to make your data available for analytics in Tableau.
Chapter 2, Data Blending, covers tips, tricks, and best Practices on how to blend different data together using data blending in Tableau, such as how to differentiate primary and secondary data sources, what the difference between data blending and join is, and when to use which.
Chapter 3, Calculation/Parameter, covers advanced use cases of calculation and parameter. For example, how to use Table Calculations and LOD calculations to solve complex business analytics problems, how to use Dynamic Parameters to bring flexibility and interactivity to end user in your visualizations.
Chapter 4, Sort and Filter, covers advanced use cases of sort and filter. We will learn different types of sort and filter, how to sort/filter by calculated fields, differences among filter, group, and set, and how to use cascading filter and dynamic set/filter.
Chapter 5, Formatting, covers advanced tips and tricks on dashboard formatting. You will learn how to format tooltips to tell compelling stories, how to format individual measure, such as Excel, how to format date and create reference lines, and how to use dashboard actions.
Chapter 6, Visualization, covers tips, tricks, and best Practices on how to create different types of visualizations, such as stacked bar charts, scatterplot, waffle chart, jitter chart, circle chart, Network Graph, Calendar heat-map, multiple small maps.
Chapter 7, Dashboard, covers tips on how to create advanced dashboards following the Zen of dashboard design. We will learn how to do a five-second test of your dashboard, how to navigate between dashboards, how to embed YouTube videos in your dashboard, and so on.
Chapter 8, Performance, covers tips, tricks, and best Practices on improving performance. For example, how to optimize your calculations and data extract, how to make the best use of blending and join.
Chapter 9, Permission, covers tips, tricks, and best Practices on setting permissions. You will learn the permission hierarchy in Tableau, how the permission is inherited, and the best practices of setting permissions for your organization.
Chapter 10, New features in Tableau 10, covers new features available in Tableau Desktop 10. You will learn about more data connections available in Tableau 10, how to do cross-data set filter, cross-database join, geo grouping, how to format an entire workbook, and how to design device-specific dashboards.
What you need for this book
Who this book is for
You’ll gain the most from this book if you have a basic to medium understanding of the various features available in Tableau: knowing how to use Tableau to connect to different data sources and create a variety of visualizations to analyze your data. This book will help you become a master in using Tableau. You'll find this book useful if you spend a lot of time conducting data analysis and creating reports with Tableau.
Conventions
In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.
Functions are shown in capital letters. Functions used in calculation, appear in the text like this: “Ordinal calculations such as INDEX(), FIRST(), LAST(), SIZE(), LOOKUP(), and RANK()”.
Reader feedback
Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or disliked. Reader feedback is important for us as it helps us develop titles that you will really get the most out of.
To send us general feedback, simply e-mail [email protected], and mention the book's title in the subject of your message.
If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors.
Customer support
Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Downloading the example datasets
You can download the example dataset files for this book from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.
You can download the dataset files by following these steps:
Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:
The datasets for the book is also hosted on GitHub at https://github.com/PacktPublishing/Tableau-10-Best-Practices. We also have other datasets and code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!
Errata
Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you could report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the Errata Submission Form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded to our website or added to any list of existing errata under the Errata section of that title.
To view the previously submitted errata, go to https://www.packtpub.com/books/content/support and enter the name of the book in the search field. The required information will appear under the Errata section.
Piracy
Piracy of copyrighted material on the Internet is an ongoing problem across all media. At Packt, we take the protection of our copyright and licenses very seriously. If you come across any illegal copies of our works in any form on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy.
Please contact us at [email protected] with a link to the suspected pirated material.
We appreciate your help in protecting our authors and our ability to bring you valuable content.
Questions
If you have a problem with any aspect of this book, you can contact us at [email protected], and we will do our best to address the problem.
Chapter 1. Data Extraction
A lot of enterprises today use Tableau to extract data from a variety of data sources. Data extraction is the first and an important step to make your data available to analytics in Tableau.
In this chapter, we will cover the following:
Different ways of creating Tableau data extracts
Tableau provides a few ways to create extracts.
Direct connect to original data sources
Creating an extract by connecting to the original data source (Databases/Salesforce/Google Analytics, and so on) will maintain the connection to the original data source. You can right-click on the extract to edit it and then refresh it from the original data source.
Duplicate of an extract
If you create a duplicate of an extract by right-clicking on the data extract and selecting Duplicate, it will create a new .tde file and still maintain the connection to the original data source. If you refresh the duplicated data extract, it will not refresh the original data extract that you created the duplicate from. I will show you with the following example:
Connecting to a Tableau extract file
If you create a data extract by connecting to a Tableau extract file (.tde), you will not have that connection to the original data source that the extract is created from since you are just connecting to a local .tde file. You cannot edit or refresh the data from the original data source. Duplicating this extract by connecting to the local .tde file will not create a new .tde file. The duplication will still point to the same local .tde file.
You can right-click and select Extract Data to create an extract out of an extract. But we do not normally do that.
