Tableau Your Data!, 2ed: Fast and Easy Visual Analysis with Tableau Software

Daniel G. Murray

ISBN: 9788126573448

732 pages

INR 999

Description

Tableau Your Data! shows you how to build dynamic, best of breed visualizations using the Tableau Software toolset. This comprehensive guide covers the core feature set for data analytics, and provides clear step-by-step guidance toward best practices and advanced techniques that go way beyond the user manual. You'll learn how Tableau is different from traditional business information analysis tools, and how to navigate your way around the Tableau 9.0 desktop before delving into functions and calculations, as well as sharing with the Tableau Server. Analyze data more effectively with Tableau Desktop

Introduction

 

Part I Desktop

1 Creating Visual Analytics with Tableau Desktop

  • The Shortcomings of Traditional Information Analysis  
  • The Business Case for Visual Analysis
  • Three Kinds of Data That Exist in Every Entity
  • How Visual Analytics Improves Decision Making
  • Turning Data into Information with Visual Analytics
  • Analysis as a Creative Process
  • Tableau's Desktop Tools
  • Tableau Desktop Personal Edition
  • Professional Edition
  • Tableau File Types
  • Tableau Reader
  • Tableau Online Help
  • Introducing the Tableau Desktop Workspace
  • New Workspace Design
  • Using the Start Page Controls Effectively
  • The Start Page
  • The Tableau Desktop Workspace

 

2 Connecting to Your Data

  • What You Will Learn in This Chapter
  • How to Connect to Your Data
  • Connecting to Desktop Sources
  • Understanding the Data Source Page
  • What Are Generated Values?
  • Knowing When to Use a Direct Connection or a Data Extract
  • Using Tableau's File Types Effectively
  • Dealing with Data Shaping and Data Quality
  • The Data Interpreter

 

3 Building Your First Visualization

  • Fast and Easy Analysis via Show Me
  • New Features
  • How Show Me Works
  • The Analytics Pane
  • Sorting Data in Tableau
  • Enhancing View with Filters, Sets, Groups and Hierarchies
  • How Tableau Uses Date Fields

 

 

4 Creating Calculations to Enhance Data

  • What Is Aggregation?
  • Dimension versus Attribute
  • What Are Calculated Fields and Table Calculations?
  • How Do Calculated Fields Work?
  • Creating Calculated Fields with the Calculation Editor
  • Performing Ad Hoc Calculations
  • How Do Table Calculations Work?
  • A Word on Calculations and Cubes
  • Using the Calculation Editor to Build Calculated Fields
  • Ad Hoc Calculated Fields
  • Building Formulas Using Table Calculations
  • Adding Flexibility to Calculations with Parameters
  • Why You Should Learn Level of Detail Expressions

 

5 Using Maps to Improve Insight

  • New Map Features
  • Creating a Standard Map View
  • How Tableau Geocodes Your Data
  • Searching for Items in Maps
  • Typical Map Errors and How to Deal with Them
  • Plotting Your Own Locations on a Map
  • Replacing Tableau's Standard Maps
  • Using Custom Background Images to Plot Spatial Data
  • Notes

 

6 Developing an Ad Hoc Analysis Environment

  • Data Discovery as a Creative Process
  • Preparing Your Team for Success
  • Qualities of a Good Data Analyst
  • Doing Effective Discovery Work
  • What IT Can Do to Help
  • Spreading Discovery to Information Consumers
  • Generating New Data with Forecasts
  • Providing Self-Service Ad Hoc Analysis with Parameters
  • What Are Parameters?
  • How Can Parameters Be Used?
  • Basic Parameter Controls
  • Advanced Parameter Controls
  • Editing Views in Tableau Server

 

7 Tips, Tricks, and Timesavers

  • Saving Time and Improving Formatting
  • Double-Click Fields to Build Faster
  • Reduce Clicks Using the Right Mouse Button Drag
  • Quick Copy Fields with Control-Drag
  • Replace Fields by Dropping the New Field on Top
  • Right-Click to Edit or Format Anything
  • Editing or Removing Titles from Axis Headings
  • Quicken Your Presentation Page Views
  • A Faster Way to Access Field Menu Options
  • Zooming the Formula Dialog Box
  • Drag a Field into the Formula Dialog box
  • Swap Data in Pane and Reference Line Fields
  • Improving Appearance to Convey Meaning More Precisely
  • Changing the Appearance of Dates
  • Formatting Tooltip Content
  • Change the Order of Color Expressed in Charts
  • Exposing a Header in a One-Column Text Table
  • Unpacking a Packaged Workbook File
  • Make a Parameterized Axis Label
  • Using Continuous Quick Filters for Ranges of Values
  • Create Your Own Custom Date Hierarchy
  • Concatenating to Make Custom Fields
  • Using Legends to Build Highlight Actions
  • Formatting Null Value Results
  • When to Use Floating Objects in Dashboards
  • Combined Axis Shading in a Scatter Plot
  • Creating Folders to Hold Fields
  • Customizing Shapes, Colors, Fonts, and Images
  • Customizing Shapes
  • Customizing Colors
  • Customizing Fonts
  • Customizing Images in Dashboards
  • Advanced Chart Types
  • Bar-in-Bar Chart
  • Pareto Charts
  • Sparklines
  • Bullet Graphs

 

8 Bringing It All Together with Dashboards

  • How Dashboards Facilitate Analysis and Understanding
  • How Tableau Improves the Dashboard-Building Process
  • The Wrong Way to Build a Dashboard
  • The Right Way to Build a Dashboard
  • Best Practices for Dashboard Building
  • Size the Dashboard to Fit the Worst-Case Available Space
  • Employ Four-Pane Dashboard Designs
  • Use Actions to Filter Instead of Quick Filters
  • Build Cascading Dashboard Designs to Improve Load Speeds
  • Limit the Use of Color to One Primary Color Scheme
  • Use Small Instructions Near the Work to Make Navigation Obvious
  • Filter Information Presented in Crosstabs to Provide Relevant Details-on-Demand
  • Remove All Non-Data-Ink
  • Avoid One-Size-Fits-All Dashboards
  • Work to Achieve Dashboard Load Times of Less Than Ten Seconds
  • Building Your First Advanced Dashboard
  • Introducing the Dashboard Worksheet
  • Position the Worksheet Objects in the Dashboard Workspace
  • Using Layout Containers to Position Objects
  • Positioning the Select Year Text Table and Legends
  • Inserting and Moving Text Objects
  • Positioning and Fitting the Dashboard Objects
  • Ensure That Each Worksheet Object Fits Its Entire View
  • Create More Descriptive Titles for Each Data Pane
  • Improving the Bullet Graph and Sparkline Charts
  • Improving the Text Tables and Scatter Plot
  • Using Actions to Create Advanced Dashboard Navigation
  • Using the Select Year Text Table to Filter the Main Dashboard
  • Adding a Column Heading to Select Year
  • Adding Dynamic Title Content
  • Auto-Generating Highlight Actions from Legends
  • Understanding the Action Dialog Box
  • Embedding a Live Website in a Dashboard
  • Assemble Dashboard 2
  • Adding Details on Demand with Tooltips
  • Enhancing Tooltips and Titles
  • Adding a Read Me Dashboard
  • Bonus: Adding a Floating Dashboard Object
  • Finishing the Titles in the Main Dashboard
  • Sharing Your Dashboard with Tableau Reader
  • Security Considerations for Publishing via Tableau Reader
  • Using the Tableau Performance Recorder to Improve Load Speed
  • Sharing Dashboards with Tableau Online or Tableau Server

 

9 Designing for Mobile

  • The Physics of Mobile Consumption
  • Security Considerations for Mobile Consumption
  • Offline Access
  • Typical Mobile Usage Patterns
  • Just-In-Time Use
  • Mobile Design Implications
  • Design Best Practices for Mobile Consumption
  • Design Implications Related to Screen Resolution
  • Best Practices for Mobile Design
  • Design for a Specific Orientation
  • Consider the Limits of Finger Navigation
  • Reduce the Number of Worksheets Being Displayed
  • A Tablet Dashboard Example
  • Mobile Authoring and Editing
  • A Note on Project Elastic

 

10 Conveying Your Findings with Stories

  • Turning Analysis into Insight
  • Building a Story
  • The Story Workspace
  • A Story Example
  • Formatting Story Points
  • Sharing Your Story Point Deck

 

Part II Server

11 Installing Tableau Server

  • What's New in Version 9?
  • Reasons to Deploy Tableau Server
  • Data Governance
  • Efficiency
  • Flexibility
  • Licensing Options for Tableau Server and Tableau Online
  • Determining Your Hardware and Software Needs
  • New Feature: Persistent Query Cache
  • Determining What Kind of Server License to Purchase
  • Tableau Server's Architecture
  • Sizing the Server Hardware
  • A Scale-Up Scenario
  • A Scale-Out Scenario
  • Environmental Factors That Can Affect Performance
  • Network Performance
  • Browser
  • Resource Contention
  • Configuring Tableau Server for the First Time
  • General Setup Menu Tab
  • General: Run as User, User Authentication and Active Directory
  • General: Gateway Port Number
  • General: Open Port in Windows Firewall
  • General: Include Sample Data and Users
  • Data Connection Tab
  • Alerts and Subscriptions
  • Server Processes
  • Security Options
  • External Secure Sockets Layer
  • SAML--Security Assertion Markup Language
  • Kerberos--A Ticket-Based Security Protocol
  • Managing Ownership Through Hierarchy
  • Workbooks and Views
  • User
  • Project
  • Group
  • Site
  • Permissions
  • Permissions for Web Edit, Save and Download
  • Providing Data Security with User Filters
  • Applying a User Filter to a Data Source
  • Creating a Hybrid Filter from the Data Source
  • What Is the Data Server?
  • When and How to Deploy Server on Multiple Physical Boxes
  • Deploying Tableau Server in High Availability Environments
  • Three-Node Cluster
  • Four-Node Cluster
  • Leveraging Existing Security with Trusted Authentication
  • Deploying Tableau Server in Multi-national Environments
  • Tableau Server Performance Recorder
  • Show Events Filter
  • Timeline Gantt Chart
  • Events Sorted by Time
  • Query Text
  • Performance-Tuning Tactics
  • Query Execution
  • Geocoding
  • Connecting to the Data Source
  • Layout Computations
  • Generating Extract
  • Blending Data
  • Server Rendering
  • Managing Tableau Server in the Cloud
  • What Does It Mean to Be in the Cloud?
  • Tableau's Cloud-Based Versions of Server
  • Putting Tableau Server in the Cloud
  • Monitoring Activity on Tableau Server
  • Status Section
  • Analysis Section
  • Log Files Section
  • Rebuilt Search Index Section
  • Editing Server Settings and Monitoring Licensing
  • Server Settings General Page
  • Server Setting License Page
  • Partner Add-On Toolkits

 

12 Managing Tableau Server

  • Managing Published Dashboards in Tableau Server
  • Project
  • Name
  • Tags
  • Views to Share
  • Options
  • Edit
  • Navigating Tableau Server
  • Organizing Reports for Consumption
  • Adding Tags to Workbooks
  • Creating a Favorite
  • Options for Securing Reports
  • The Application Layer
  • Defining Custom Roles
  • A Permission-Setting Example
  • Improve Efficiency with the Data Server
  • Publishing a Data Source
  • Consuming Information in Tableau Server
  • Finding Information
  • Authoring and Editing Reports via Server
  • What Is Required to Author Reports on the Web?
  • Server Design and Usage Considerations Related to Web and Tablet Authoring
  • Differences Between Desktop and Web or Tablet Authoring
  • Saving and Exporting via the Web-Tablet Environment
  • Export
  • Save and Save As
  • Recommendations for Implementing Web/Tablet Authoring
  • Sharing Connections, Data Models, and Data Extracts
  • Offering a Common Data Library
  • Sharing Data Models
  • Embedding Tableau Reports Securely on the Web
  • When to Embed a Dashboard
  • When Your Reports Are a Piece of a Larger SaaS Offering
  • Providing a More Robust Environment
  • How to Embed a Dashboard
  • Further Control Using Passed Parameters
  • Tips and Tricks for Embedding Dashboards
  • Using Trusted Ticket Authentication as an Alternative Single Sign-On Method
  • Using Subscriptions to Deliver Reports via Email
  • Creating Subscription Schedules

 

13 Automating Tableau Server

  • Tableau Server's APIs
  • What Do Tabcmd and Tabadmin Do?
  • Installing the Command-Line Tools
  • Setting the Windows Path
  • What Kind of Tasks Can Tabcmd Do?
  • Learning to Leverage Tabcmd
  • Manually Entering and Running a Script in Tabcmd
  • Running Tabcmd Scripts via Batch Files
  • The Steps Required to Create Batch Processing Scripts
  • Using Windows Scheduler to Fully Automate Scripts
  • Common Use Cases for Tabcmd
  • Automating Extracts with the Extract API
  • Data Extract API
  • Using the Extract API with Python
  • Data Extract Command-Line Utility
  • REST API
  • Initial Transactions

 

Part III Case Studies

14 Ensuring a Successful Tableau Deployment

  • Deploying Tableau--Lessons Learned
  • Effective Use of Consultants
  • Your Team's Current Knowledge
  • The Data Landscape
  • The Tableau User Group at Cigna
  • Taking Care of Vizness
  • Resourcing
  • Cadence
  • Format
  • Topics
  • Effectiveness and Attendance
  • Tracking Participation
  • Success

 

Part IV Appendixes

A Tableau's Product Ecosystem

B Supported Data Source Connections

C Keyboard Shortcuts

D Recommended Hardware Configurations

E Understanding Tableau Functions

F Companion Website

 

Glossary

Index