Tableau 2019 is the gold standard of business intelligence and visual analytics. It empowers rapid data visualization and advanced analytics with charts, graphs, dashboards, and powerful analytic tools. This book lays a strong foundation of the Tableau paradigm and builds to advanced topics, including Tableau Prep, to make you an expert.

• Cover
• Title Page
• Copyright and Credits
• About Packt
• Contributors
• Table of Contents
• Preface
• Section 1: Tableau Foundations
• Chapter 1: Taking Off with Tableau
  • The cycle of analytics
  • Connecting to data
  • Foundations for building visualizations
    • Measures and dimensions
    • Discrete and continuous fields
      • Discrete fields
      • Continuous fields
  • Visualizing data
    • Bar charts
      • Iterations of bar charts for deeper analysis
    • Line charts
      • Iterations of line charts for deeper analysis
    • Geographic visualizations
      • Filled maps
      • Symbol maps
      • Density maps
    • Using Show Me
  • Putting everything together in a dashboard
    • The Dashboard interface
    • Building your dashboard
  • Summary
• Chapter 2: Working with Data in Tableau
  • The Tableau paradigm
    • A simple example
  • Connecting to data
    • Connecting to data in a file
    • Connecting to data on a server
    • Connecting to data in the cloud
    • Shortcuts for connecting to data
  • Managing data source metadata
  • Working with extracts instead of live connections
    • Creating extracts
    • Using extracts
    • Performance
    • Portability and security
    • When to use an extract
  • Tableau file types
  • Joins and blends
    • Joining tables
    • Cross database joins
    • Blending data sources
      • A blending example
  • Filtering data
    • Filtering discrete (blue) fields
    • Filtering continuous (green) fields
    • Filtering dates
    • Other filtering options
  • Summary
• Chapter 3: Venturing on to Advanced Visualizations
  • Comparing values
    • Bar charts
    • Bar chart variations
      • Bullet chart – comparing to a goal, target, or threshold
      • Bar-in-bar chart
      • Highlighting categories of interest
  • Visualizing dates and times
    • Date parts, date values, and exact dates
    • Variations of date and time visualizations
    • Gantt Charts
  • Relating parts of the data to the whole
    • Stacked bars
    • Treemaps
    • Area charts
    • Pie charts
  • Visualizing distributions
    • Circle charts
      • Jittering
    • Box and whisker plots
    • Histograms
  • Visualizing multiple axes to compare different measures
    • Scatterplot
    • Dual axis and combination charts
  • Summary
• Section 2: Leveraging the Full Power of Tableau
• Chapter 4: Starting an Adventure with Calculations
  • Introduction to calculations
    • Creating and editing calculations
    • Additional functions and operators
    • Four main types of calculations
    • Example data
  • Row-level calculations
  • Aggregate-level calculations
    • Why the row-level/aggregate-level difference matters
  • Level of detail calculations
    • Level of detail syntax
    • Level of detail types
      • FIXED
      • INCLUDE
      • EXCLUDE
    • Level of detail example
  • Parameters
    • Creating parameters
  • Practical examples of calculations and parameters
    • Fixing data issues
    • Extending the data
    • Enhancing user experience, analysis, and visualizations
  • Ad hoc calculations
  • Performance considerations
  • Summary
• Chapter 5: Diving Deep with Table Calculations
  • An overview of Table Calculations
    • Creating and editing Table Calculations
  • Quick Table Calculations
  • Relative versus fixed
    • Scope and direction
      • Working with scope and direction
    • Addressing and partitioning
      • Advanced addressing and partitioning
  • Custom Table Calculations
    • Meta table functions
    • Lookup and previous value
    • Running functions
    • Window functions
    • Rank functions
    • Script functions
    • The Total function
  • Practical examples
    • Year over Year Growth
    • Dynamic titles with totals
    • Late filtering
  • Data densification
    • When and where data densification occurs
    • An example of leveraging data densification
  • Summary
• Chapter 6: Making Visualizations That Look Great and Work Well
  • Visualization considerations
  • Leveraging formatting in Tableau
    • Workbook-level formatting
    • Worksheet-level formatting
    • Field-level formatting
      • Custom number formatting
      • Custom date formatting
      • Null formatting
    • Additional formatting options
  • Adding value to visualizations
    • Tooltips
      • Viz in Tooltip
  • Summary
• Chapter 7: Telling a Data Story with Dashboards
  • Key concepts for dashboards
    • Dashboard definition
    • Dashboard objectives
    • Dashboard approaches
  • Designing dashboards in Tableau
    • Objects
      • Tiled versus floating
      • Manipulating objects on the dashboard
  • Dashboard example – is least profitable always unprofitable?
    • Building the views
    • Creating the dashboard framework
    • Implementing actions to guide the story
    • Interlude – context filtering
  • Designing for different displays and devices
  • How actions work
    • Filter actions
    • Highlight actions
    • URL actions
    • Set actions
      • Sets
      • A set action example
  • Dashboard example – regional scorecard
  • Stories
  • Summary
• Chapter 8: Digging Deeper - Trends, Clustering, Distributions, and Forecasting
  • Trends
    • Customizing Trend Lines
    • Trend models
      • Linear
      • Logarithmic
      • Exponential
      • Power
      • Polynomial
    • Analyzing trend models
      • Exporting statistical model details
      • Advanced statistics (and more!) with R and Python
  • Clustering
  • Distributions
  • Forecasting
  • Summary
• Section 3: Data Prep and Structuring
• Chapter 9: Cleaning and Structuring Messy Data
  • Structuring data for Tableau
    • Good structure – tall and narrow instead of short and wide
      • Wide data
      • Tall data
      • Wide and tall in Tableau
    • Good structure – star schemas (Data Mart/Data Warehouse)
  • Dealing with data structure issues
    • Restructuring data in Tableau connections
    • Union files together
    • Cross database joins
      • A practical example – filling out missing/sparse dates
    • Working with different levels of detail
  • Overview of advanced fixes for data problems
  • Summary
• Chapter 10: Introducing Tableau Prep
  • Getting prepped to explore Tableau Prep
  • Understanding the Tableau Prep Builder Interface
  • Flowing with the fundamental paradigm
    • Connecting to data
    • Cleaning the data
      • Union, merging mismatched fields, and removing unnecessary fields
      • Grouping and cleaning
    • Calculations and aggregations in Tableau Prep
    • Filtering in Tableau Prep
    • Transforming the data for analysis
    • Options for automating flows
  • Summary
• Section 4: Advanced Techniques and Sharing with Others
• Chapter 11: Advanced Visualizations, Techniques, Tips, and Tricks
  • Advanced visualizations
    • Slope Charts
    • Lollipop Charts
    • Waterfall Charts
    • Step Lines and Jump Lines
    • Spark Lines
    • Dumbbell Charts
    • Unit chart/symbol charts
    • Marimekko Charts
  • Sheet swapping and dynamic dashboards
    • Dynamically showing and hiding other controls
  • Mapping techniques
    • Supplementing the standard in geographic data
    • Manually assigning geographic locations
    • Creating custom territories
      • Ad hoc custom territories
      • Field-defined custom territories
    • Leveraging spatial objects
    • Some final map tips
  • Using background images
  • Animation
  • Transparency
  • Summary
• Chapter 12: Sharing Your Data Story
  • Presenting, printing, and exporting
    • Presenting
    • Printing
    • Exporting
  • Sharing with users of Tableau Desktop or Tableau Reader
    • Sharing with Tableau Desktop users
    • Sharing with Tableau Reader users
  • Sharing with users of Tableau Server, Tableau Online, and Tableau Public
    • Publishing to Tableau Public
    • Publishing to Tableau Server and Tableau Online
    • Interacting with Tableau Server
    • Additional distribution options using Tableau Server
  • Summary
• Other Books You May Enjoy
• Index