Tableau For Dummies, 2nd Edition (For Dummies (Computer/Tech))

✍ Scribed by Jack A. Hyman

• Publisher: For Dummies
• Year: 2023
• Tongue: English
• Leaves: 323
• Edition: 2
• Category: Library

✦ Synopsis

Discover how visualization turns data into action

Tableau gives you the power to understand your data and put it in a format that is appealing and meaningful for everyone who needs to see it. Tableau For Dummies walks you through the steps to turn your data into a story that inspires action. This easy-to-understand guide offers insights from an enterprise data pro on how to transform data into a clear and memorable visual presentation.

• Navigate the Tableau user interface and connect to data sources
• Use drag-and-drop features to create stunning visualizations
• Work with templates, add graphs, and create clear charts
• Export your visualizations to multiple formats for easy sharing

This is the perfect Dummies software guide for business professionals who need to better derive value from that all-important data.

✦ Table of Contents

Title Page
Copyright Page
Table of Contents
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part 1 Tackling Tableau Basics
Chapter 1 Learning Tableau Lingo
What Is Tableau?
Tableau and Business Intelligence
Connecting Big Data with Business Intelligence
Analyzing Data with Tableau
Visualizing Data
Understanding Key Tableau Terms
Data source
Data type
Data fields
Dimensions and measures
Continuous versus discrete
Filter
Aggregation
Workbook and worksheet
Gearing Up for the Tableau Journey
Understanding installation prerequisites
Getting familiar with Tableau file types and sources
Chapter 2 Venturing into Tableau Versions
Getting to Know the Tableau Product Line
Tableau Desktop
Tableau Prep
Tableau Server and Tableau Cloud
Tableau Public
Tableau Reader
Tableau CRM Analytics
Tableau Data Management
Tableau Advanced Management
Choosing the Right Version
Chapter 3 Mapping Out the Data Journey
Cycling Down the Tableau Highway
Identifying the right question or business need
Getting raw data
Choosing mapping techniques
Viewing and preparing datasets
Developing visual insights
Publishing and sharing insights
Knowing What Tools You Need in Each Stage of the Data Life Cycle
Understanding User Types and Their Capabilities
Viewer
Explorer
Creator
Engaging Users Based on User Type
Access
Author
Prepare
Interact
Collaborate
Govern
Part 2 Prepping Data in Tableau
Chapter 4 Connecting Your Data
Understanding Data Source Options
Connecting to Data
Making the Desktop or Prep connection
Locating the Server and Online connections
Setting Up and Planning the Data Source
Relating and Combining Data Sources
Working with Data Relationships
Knowing the advantages of relationships
Seeing the disadvantages of relationships
Creating relationships
Editing relationships
Moving tables to create different relationships
Changing the root table of a relationship
Removing tables from a relationship
Joining Data
Understanding join types
Setting up join clauses
Creating a join
Joining fields that contain null values
Blending data from multiple sources
Working with clipboard data
Chapter 5 Ready, Set, Data Prep: Readying Your Data for Prime Time
Dabbling in Data Flows
Connecting the data dots
Going down the data flow pathway
Configuring the data flow
Going with the data flow
Refreshing data in the input step
Extract input step updates
Creating a union among files or database tables in the input step
Joining data and input steps
Nurturing a flow
Grouping flows
Filtering flows
Advanced filtering options
Data cleansing options
Using Split Value
Calculating values
Validating Data
Assigning roles to data
Publishing output as a data role
Saving Prep Data
Saving flows
Automating flows
Viewing outputs on Tableau Desktop
Crafting published data sources
Chapter 6 Structuring Data for Liftoff
Dipping into Data Structure and Results
Peering into Data Structures
Rows and records
Columns and fields
Categorizing fields
Structuring for Data Visualization
Binning and histograms
Distributions and outliers
Pivoting with data: Tall versus wide
Normalizing Data
Part 3 Telling the Data Story in Tableau
Chapter 7 Touring Tableau Desktop
Getting Hands-On in the Tableau Desktop Workspace
Making use of the Tableau Desktop menus
File menu
Data menu
Worksheet menu
Dashboard menu
Story menu
Analysis menu
Map menu
Format menu
Server menu
Window menu
Help menu
Tooling around in the toolbar
Understanding sheets versus workbooks
Renaming sheets
Deleting sheets
Integrating Filters and Actions
Filtering for the needle in the haystack
Activating your viz with actions
Getting Guidance from Tableau for Your Visualization and Analysis
Differentiating between a Dashboard and a Story
Customizing the Workspace
Rearranging workspace cards
Putting your data in motion using Presentation Mode
Showing and hiding workspace features
Chapter 8 Visualization Foundations in Tableau
Finding the Ideal Dataset
Connecting to the Data Source in Desktop
Introducing the Visualizations
The text table
The heat map and highlight table
Creating a heat map
Creating a highlight table
Maps with and without symbols
The pie chart
The bar chart
The treemap
Circles and bubbles
The line chart
The area chart
The dual combination chart
The scatter plot
The histogram
The box and whisker plot
The Gantt chart
The bullet chart
Converting a Visualization to a Crosstab
Publishing Visualizations
Chapter 9 Analytic Practices in Action
Understanding Calculations
Crafting Calculated Fields
Starting with a simple calculated field
Formatting your calculations
Getting the syntax of a calculation right
Evaluating Your Data Using the Explain Data Feature
Spotting Patterns in the Data through the Analytics Tools
Chapter 10 Showcasing Data with Dashboards and Stories
Dashboards in Tableau
Configuring the dashboard
Customizing the dashboard
Adding Objects to Dashboards
Tackling text, fonts, and color
Integrating images and logos
Weaving in web pages
Buttoning up the dashboard
Extending the dashboard
Adhering to best practices for dashboard design
Acing Accessibility with Tableau
Synthesizing Data through a Tableau Story
Planning your story to perfection
Surveying the story workspace
Crafting the story
Formatting the story
Enhancing Visualizations with Actions
Part 4 Showcasing Your Data in the Tableau Cloud
Chapter 11 Collaboration and Publishing with Tableau Cloud
Comparing the Desktop to the Cloud
Strolling through the Tableau Cloud Experience
Evaluating Personal Features in Tableau Cloud
Personal Space
Favorites
Recents
Sharing Experiences and Collaborating with Others
Sharing content
Shared with Me
Collections
Explore
Recommendations
Chapter 12 Administration in Tableau Cloud
Noting How Tableau Server and Tableau Cloud Differ
Opting for Tableau Server
Considering Tableau Cloud
Setting Up Your Tableau Cloud Site for Success
Administrative Functionality in Tableau Cloud
Managing users and groups
Setting automated schedules
Arranging jobs and tasks to run in the background
Checking the status of your site
Seeking Tableau Cloud Settings
Configuring General settings
Authenticating users
Bridging to your data connections with Tableau Bridge
Adding extensions to Tableau
Integrating Tableau with the Salesforce CRM and Slack
Connecting third-party apps with Tableau
Going mobile
Part 5 The Part of Tens
Chapter 13 Ten Tableau Must-Know Function Types
Number Functions
String Functions
Date Functions
Type Conversion
Logical Functions
Aggregate Functions
Pass-Through Functions (RAWSQL)
User Functions
Table Calculation Functions
Spatial Functions
Predictive Modeling Functions
Chapter 14 Ten Helpful Tableau Resources
Tableau Free Trials
Tableau Training
Tableau Help Documentation
Tableau Resource Gallery
Tableau Community
Tableau Newsroom
Tableau Academic Programs
Tableau Templates and Dashboards
Tableau Accelerators
Tableau YouTube Channel
Index
EULA