Transform your organization's data into actionable insights with Tableau
Tableau is designed specifically to provide fast and easy visual analytics. The intuitive drag-and-drop interface helps you create interactive reports, dashboards, and visualizations, all without any special or advanced training. This all new edition of Tableau Your Data! is your Tableau companion, helping you get the most out of this invaluable business toolset.
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
* Customize Tableau's settings for your organization's needs with detailed real-world examples on data security, scaling, syntax, and more
* Deploy visualizations to consumers throughout the enterprise - from sales to marketing, operations to finance, and beyond
* Understand Tableau functions and calculations and leverage Tableau across every link in the value chain
* Learn from actual working models of the book's visualizations and other web-based resources via a companion website
Tableau helps you unlock the stories within the numbers, and Tableau Your Data! puts the software's full functionality right at your fingertips.
Autorentext
DANIEL G. MURRAY founded the InterWorks Tableau/BI practice in 2008, laying the foundation for InterWorks to become the premier Gold Professional Consulting Partner for Tableau Software. He is an in-demand speaker and was a Tableau Zen Master from 2014 to 2015.
Zusammenfassung
Transform your organization's data into actionable insights with Tableau
Tableau is designed specifically to provide fast and easy visual analytics. The intuitive drag-and-drop interface helps you create interactive reports, dashboards, and visualizations, all without any special or advanced training. This all new edition of Tableau Your Data! is your Tableau companion, helping you get the most out of this invaluable business toolset.
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
- Customize Tableau's settings for your organization's needs with detailed real-world examples on data security, scaling, syntax, and more
- Deploy visualizations to consumers throughout the enterprise - from sales to marketing, operations to finance, and beyond
- Understand Tableau functions and calculations and leverage Tableau across every link in the value chain
- Learn from actual working models of the book's visualizations and other web-based resources via a companion website
Tableau helps you unlock the stories within the numbers, and Tableau Your Data! puts the software's full functionality right at your fingertips.
Inhalt
Introduction xxv
Part I Desktop 1
1 Creating Visual Analytics with Tableau Desktop 3
The Shortcomings of Traditional Information Analysis 4
The Business Case for Visual Analysis 5
Three Kinds of Data That Exist in Every Entity 5
How Visual Analytics Improves Decision Making 6
Turning Data into Information with Visual Analytics 8
Analysis as a Creative Process 8
Tableau's Desktop Tools 9
Tableau Desktop Personal Edition 9
Professional Edition 9
Tableau File Types 9
Tableau Reader 11
Tableau Online Help 11
Introducing the Tableau Desktop Workspace 11
New Workspace Design 11
Using the Start Page Controls Effectively 12
The Start Page 12
The Tableau Desktop Workspace 17
Summary 41
2 Connecting to Your Data 43
What You Will Learn in This Chapter 43
How to Connect to Your Data 44
Connecting to Desktop Sources 45
Understanding the Data Source Page 47
What Are Generated Values? 57
Knowing When to Use a Direct Connection or a
Data Extract 61
Using Tableau's File Types Effectively 63
Dealing with Data Shaping and Data Quality 65
The Data Interpreter 68
3 Building Your First Visualization 93
Fast and Easy Analysis via Show Me 93
New Features 94
How Show Me Works 94
The Analytics Pane 103
Sorting Data in Tableau 118
Enhancing View with Filters, Sets, Groups, and Hierarchies 121
How Tableau Uses Date Fields 143
4 Creating Calculations to Enhance Data 155
What Is Aggregation? 156
Dimension versus Attribute 157
What Are Calculated Fields and Table Calculations? 159
How Do Calculated Fields Work? 159
Creating Calculated Fields with the Calculation Editor 160
Performing Ad Hoc Calculations 161
How Do Table Calculations Work? 161
A Word on Calculations and Cubes 162
Using the Calculation Editor to Build Calculated Fields 163
Ad Hoc Calculated Fields 164
Building Formulas Using Table Calculations 166
Adding Flexibility to Calculations with Parameters 177
Why You Should Learn Level of Detail Expressions 183
5 Using Maps to Improve Insight 191
New Map Features 192
Creating a Standard Map View 192
How Tableau Geocodes Your Data 195
Searching for Items in Maps 197
Typical Map Errors and How to Deal with Them 199
Plotting Your Own Locations on a Map 200
Replacing Tableau's Standard Maps 205
Using Custom Background Images to Plot Spatial Data 211
Notes 219
6 Developing an Ad Hoc Analysis Environment 221
Data Discovery as a Creative Process 221
Preparing Your Team for Success 222
Qualities of a Good Data Analyst 223
Doing Effective Discovery Work 224
What IT Can Do to Help 224
Spreading Discovery to Information Consumers 225
Generating New Data with Forecasts 225
Providing Self-Service Ad Hoc Analysis with Parameters 231
What Are Parameters? 231
How Can Parameters Be Used? 231
Basic Parameter Controls 232
Advanced Parameter Controls 236
Editing Views in Tableau Server 239
7 Tips, Tricks, and Timesavers 243
Saving Time and Improving Formatting 243
Double-Click Fields to Build Faster 243
Reduce Clicks Using the Right Mouse Button Drag 245
Quick Copy Fields with Control-Drag 246
Replace Fields by Dropping the New Field on Top 246
Right-Click to Edit or Format Anything 247
Editing or Removing Titles from Axis Headings 247
Quicken Your Presentation Page Views 248
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