Alexander Loth

Visual Analytics with Tableau (eBook, PDF)

• Format: PDF

Produktbeschreibung

A four-color journey through a complete Tableau visualization

Tableau is a popular data visualization tool that's easy for individual desktop use as well as enterprise. Used by financial analysts, marketers, statisticians, business and sales leadership, and many other job roles to present data visually for easy understanding, it's no surprise that Tableau is an essential tool in our data-driven economy.

Visual Analytics with Tableau is a complete journey in Tableau visualization for a non-technical business user. You can start from zero, connect your first data, and get right into creating and publishing awesome visualizations and insightful dashboards.

. Learn the different types of charts you can create

. Use aggregation, calculated fields, and parameters

. Create insightful maps

. Share interactive dashboards

Geared toward beginners looking to get their feet wet with Tableau, this book makes it easy and approachable to get started right away.

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Produktdetails

• Verlag: Jossey-Bass
• Erscheinungstermin: 9. April 2019
• Englisch
• ISBN-13: 9781119562030
• Artikelnr.: 56279339

Autorenporträt

Alexander Loth is a data scientist with over 10 years' experience in the Enterprise software space, focused primarily on Digital Transformation, Big Data, Machine Learning, and Business Analytics. Since 2015 he has been with Tableau Software as Digital Strategist in Frankfurt, Germany where he guides organizations to evolve their data-driven culture. Prior to Tableau, Alexander was a Data Scientist at CERN and worked as a consultant for Capgemini and in software engineering at SAP.

Inhaltsangabe

About the Author vii

About the Technical Editors ix

Credits xi

Acknowledgments xiii

Foreword by Nate Vogel xxi

Foreword by Sophie Sparkes xxiii

Introduction xxv

Chapter 1: Introduction and Getting Started with Tableau 1

The Advantages of a Modern Analytics Platform 2

My Personal Tableau Story 3

The Tableau Application Suite 4

Installing Tableau Desktop 5

System Requirements for Tableau Desktop 5

Downloading and Installing Tableau Desktop 6

Registering and Activating Tableau Desktop 6

Data Preparation 6

Crosstab Reports with Wide Tables 7

Preparing Your Data for Analysis 8

Long Tables Suitable for Analysis 8

The Sample Dataset 9

Finding the Dataset 9

Understanding the Data 10

Opening the Excel File Containing the Sample Dataset 11

The Tableau Workspace 13

The Menu Bar 15

The Data Pane 16

Working with Measures and Dimensions 17

Visualizing a First Measure 17

Breaking Down a Measure Based on a Dimension 17

Working with Marks 19

Working with Color 20

Adding More Information to Tooltips 21

Saving, Opening, and Sharing Your Workbooks 21

Saving Workbooks 21

Opening Workbooks 23

Sharing Workbooks with Tableau Reader 23

Chapter 2: Adding Data Sources in Tableau 25

Setting Up a Data Connector 26

Connecting to a File 27

Connecting to a Server 28

Connecting to a Cloud Service 30

Selecting Data Tables 31

Adding a Table to a Data Model 31

Joins 31

Unions 34

Specific Unions (Manual) 34

Wildcard Unions (Automatic) 35

Data Extracts and Live Connections 36

Live Connections 36

Untethered with a Data Extract 37

Data Protection and Data Governance 38

Editing the Model's Metadata 38

Data Types 40

Changing a Field's Data Type 41

Adding Hierarchies, Calculated Fields, and Table Calculations 41

Data Collection 42

Data Collection with IFTTT and Google Sheets 42

Website Analysis with Google Analytics 43

Checklist for Increasing Performance 46

General Advice for Performance Optimization 46

Performance Optimization with Files and Cloud Services 47

Performance Optimization with Database Servers 48

Chapter 3: Creating Data Visualizations 49

Chart Types 50

Ready, Set, Show Me 52

How Show Me Works 52

Scatter Plots 52

Bar Charts, Legends, Filters, and Hierarchies 53

Bar Charts 54

Hierarchies 54

Filters 55

Line Charts 57

Straight Lines 57

Adjusting the Time Dimension 58

Step Charts 59

Jump Lines 59

Continuous Date Fields 61

Highlight Tables 64

Step 1: Cross Tables 64

Step 2: Add Color 64

Step 3: Change the Mark Type 66

Heatmaps 67

Step 1: Build the Table 67

Step 2: Choose an Interesting Color Palette 68

Step 3: Change the Size of Marks 69

Bullet Charts 69

Step 1: Side-By-Side Bars 71

Step 2: Overlay the Measures 71

Cumulative Sums with Waterfall Charts 73

Step 1: Sorted Bar Chart 73

Step 2: Cumulative Sum and Gantt bars 74

Step 3: Calculate the Step Size 75

Reflection: The Anatomy of a Ta