Tableau Your Data!: Fast and Easy Visual Analysis with Tableau Software / Edition 2

Tableau Your Data!: Fast and Easy Visual Analysis with Tableau Software / Edition 2

by Daniel G. Murray
Pub. Date:
Pub. Date:
Tableau Your Data!: Fast and Easy Visual Analysis with Tableau Software / Edition 2

Tableau Your Data!: Fast and Easy Visual Analysis with Tableau Software / Edition 2

by Daniel G. Murray
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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.

    Product Details

    ISBN-13: 9781119001195
    Publisher: Wiley
    Publication date: 01/26/2016
    Edition description: 2nd ed.
    Pages: 736
    Sales rank: 1,133,125
    Product dimensions: 7.40(w) x 9.10(h) x 1.30(d)

    About the Author

    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.

    Table of Contents

    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

    A Faster Way to Access Field Menu Options 250

    Zooming the Formula Dialog Box 250

    Drag a Field into the Formula Dialog box 250

    Swap Data in Pane and Reference Line Fields 251

    Improving Appearance to Convey Meaning More Precisely 251

    Changing the Appearance of Dates 251

    Formatting Tooltip Content 252

    Change the Order of Color Expressed in Charts 252

    Exposing a Header in a One-Column Text Table 253

    Unpacking a Packaged Workbook File 255

    Make a Parameterized Axis Label 255

    Using Continuous Quick Filters for Ranges of Values 256

    Create Your Own Custom Date Hierarchy 256

    Concatenating to Make Custom Fields 258

    Using Legends to Build Highlight Actions 258

    Formatting Null Value Results 260

    When to Use Floating Objects in Dashboards 264

    Combined Axis Shading in a Scatter Plot 266

    Creating Folders to Hold Fields 268

    Customizing Shapes, Colors, Fonts, and Images 269

    Customizing Shapes 269

    Customizing Colors 271

    Customizing Fonts 272

    Customizing Images in Dashboards 273

    Advanced Chart Types 274

    Bar-in-Bar Chart 274

    Pareto Charts 275

    Sparklines 280

    Bullet Graphs 281

    8 Bringing It All Together with Dashboards 285

    How Dashboards Facilitate Analysis and Understanding 285

    How Tableau Improves the Dashboard-Building Process 286

    The Wrong Way to Build a Dashboard 287

    The Right Way to Build a Dashboard 289

    Best Practices for Dashboard Building 290

    Size the Dashboard to Fit the Worst-Case Available Space 291

    Employ Four-Pane Dashboard Designs 291

    Use Actions to Filter Instead of Quick Filters 293

    Build Cascading Dashboard Designs to Improve

    Load Speeds 293

    Limit the Use of Color to One Primary Color Scheme 294

    Use Small Instructions Near the Work to Make

    Navigation Obvious 295

    Filter Information Presented in Crosstabs to Provide

    Relevant Details-on-Demand 296

    Remove All Non-Data-Ink 298

    Avoid One-Size-Fits-All Dashboards 298

    Work to Achieve Dashboard Load Times of Less

    Than Ten Seconds 299

    Building Your First Advanced Dashboard 299

    Introducing the Dashboard Worksheet 299

    Position the Worksheet Objects in the Dashboard

    Workspace 304

    Using Layout Containers to Position Objects 308

    Positioning the Select Year Text Table and Legends 311

    Inserting and Moving Text Objects 312

    Positioning and Fitting the Dashboard Objects 315

    Ensure That Each Worksheet Object Fits Its Entire View 316

    Create More Descriptive Titles for Each Data Pane 317

    Improving the Bullet Graph and Sparkline Charts 318

    Improving the Text Tables and Scatter Plot 326

    Using Actions to Create Advanced Dashboard Navigation 328

    Using the Select Year Text Table to Filter the Main Dashboard 329

    Adding a Column Heading to Select Year 331

    Adding Dynamic Title Content 332

    Auto-Generating Highlight Actions from Legends 333

    Understanding the Action Dialog Box 336

    Embedding a Live Website in a Dashboard 340

    Assemble Dashboard 2 345

    Adding Details on Demand with Tooltips 354

    Enhancing Tooltips and Titles 356

    Adding a Read Me Dashboard 358

    Bonus: Adding a Floating Dashboard Object 359

    Finishing the Titles in the Main Dashboard 363

    Sharing Your Dashboard with Tableau Reader 364

    Security Considerations for Publishing via

    Tableau Reader 365

    Using the Tableau Performance Recorder to Improve

    Load Speed 366

    Sharing Dashboards with Tableau Online or Tableau Server 367

    9 Designing for Mobile 369

    The Physics of Mobile Consumption 370

    Security Considerations for Mobile Consumption 370

    Offline Access 371

    Typical Mobile Usage Patterns 373

    Just-In-Time Use 373

    Mobile Design Implications 374

    Design Best Practices for Mobile Consumption 374

    Design Implications Related to Screen Resolution 375

    Best Practices for Mobile Design 375

    Design for a Specific Orientation 375

    Consider the Limits of Finger Navigation 375

    Reduce the Number of Worksheets Being Displayed 378

    A Tablet Dashboard Example 378

    Mobile Authoring and Editing 382

    A Note on Project Elastic 383

    10 Conveying Your Findings with Stories 385

    Turning Analysis into Insight 385

    Building a Story 386

    The Story Workspace 387

    A Story Example 389

    Formatting Story Points 390

    Sharing Your Story Point Deck 391

    Part II Server 393

    11 Installing Tableau Server 395

    What’s New in Version 9? 396

    Reasons to Deploy Tableau Server 397

    Data Governance 398

    Efficiency 398

    Flexibility 399

    Licensing Options for Tableau Server and Tableau Online 399

    Determining Your Hardware and Software Needs 399

    New Feature: Persistent Query Cache 401

    Determining What Kind of Server License to Purchase 401

    Tableau Server’s Architecture 402

    Sizing the Server Hardware 403

    A Scale-Up Scenario 404

    A Scale-Out Scenario 404

    Environmental Factors That Can Affect Performance 405

    Network Performance 405

    Browser 405

    Resource Contention 405

    Configuring Tableau Server for the First Time 405

    General Setup Menu Tab 406

    General: Run as User, User Authentication, and

    Active Directory 407

    General: Gateway Port Number 408

    General: Open Port in Windows Firewall 408

    General: Include Sample Data and Users 408

    Data Connection Tab 409

    Alerts and Subscriptions 410

    Server Processes 411

    Security Options 412

    External Secure Sockets Layer 414

    SAML—Security Assertion Markup Language 415

    Kerberos—A Ticket-Based Security Protocol 416

    Managing Ownership Through Hierarchy 417

    Workbooks and Views 417

    User 418

    Project 418

    Group 418

    Site 418

    Permissions 419

    Permissions for Web Edit, Save, and Download 420

    Providing Data Security with User Filters 421

    Applying a User Filter to a Data Source 424

    Creating a Hybrid Filter from the Data Source 425

    What Is the Data Server? 427

    When and How to Deploy Server on Multiple Physical Boxes 428

    Deploying Tableau Server in High Availability Environments 429

    Three-Node Cluster 429

    Four-Node Cluster 430

    Leveraging Existing Security with Trusted Authentication 432

    Deploying Tableau Server in Multi-national Environments 434

    Tableau Server Performance Recorder 436

    Show Events Filter 438

    Timeline Gantt Chart 439

    Events Sorted by Time 439

    Query Text 439

    Performance-Tuning Tactics 439

    Query Execution 439

    Geocoding 439

    Connecting to the Data Source 440

    Layout Computations 440

    Generating Extract 440

    Blending Data 441

    Server Rendering 441

    Managing Tableau Server in the Cloud 441

    What Does It Mean to Be in the Cloud? 441

    Tableau’s Cloud-Based Versions of Server 442

    Putting Tableau Server in the Cloud 443

    Monitoring Activity on Tableau Server 443

    Status Section 445

    Analysis Section 445

    Log Files Section 445

    Rebuilt Search Index Section 446

    Editing Server Settings and Monitoring Licensing 446

    Server Settings General Page 446

    Server Setting License Page 447

    Partner Add-On Toolkits 448

    12 Managing Tableau Server 449

    Managing Published Dashboards in Tableau Server 449

    Project 451

    Name 452

    Tags 452

    Views to Share 452

    Options 452

    Edit 453

    Navigating Tableau Server 454

    Organizing Reports for Consumption 457

    Adding Tags to Workbooks 458

    Creating a Favorite 459

    Options for Securing Reports 461

    The Application Layer 461

    Defining Custom Roles 462

    A Permission-Setting Example 464

    Improve Efficiency with the Data Server 469

    Publishing a Data Source 469

    Consuming Information in Tableau Server 474

    Finding Information 475

    Authoring and Editing Reports via Server 480

    What Is Required to Author Reports on the Web? 480

    Server Design and Usage Considerations Related to

    Web and Tablet Authoring 481

    Differences Between Desktop and Web or Tablet Authoring 482

    Saving and Exporting via the Web-Tablet Environment 488

    Export 488

    Save and Save As 489

    Recommendations for Implementing Web/Tablet Authoring 489

    Sharing Connections, Data Models, and Data Extracts 490

    Offering a Common Data Library 490

    Sharing Data Models 490

    Embedding Tableau Reports Securely on the Web 491

    When to Embed a Dashboard 491

    When Your Reports Are a Piece of a Larger SaaS Offering 491

    Providing a More Robust Environment 492

    How to Embed a Dashboard 492

    Further Control Using Passed Parameters 494

    Tips and Tricks for Embedding Dashboards 494

    Using Trusted Ticket Authentication as an Alternative Single

    Sign-On Method 495

    Using Subscriptions to Deliver Reports via E‑mail 496

    Creating Subscription Schedules 496

    13 Automating Tableau Server 501

    Tableau Server’s APIs 501

    What Do Tabcmd and Tabadmin Do? 502

    Installing the Command-Line Tools 502

    Setting the Windows Path 505

    What Kind of Tasks Can Tabcmd Do? 506

    Learning to Leverage Tabcmd 507

    Manually Entering and Running a Script in Tabcmd 508

    Running Tabcmd Scripts via Batch Files 509

    The Steps Required to Create Batch Processing Scripts 509

    Using Windows Scheduler to Fully Automate Scripts 511

    Common Use Cases for Tabcmd 513

    Automating Extracts with the Extract API 515

    Data Extract API 515

    Using the Extract API with Python 517

    Data Extract Command-Line Utility 520

    REST API 521

    Initial Transactions 521

    Part III Case Studies 527

    14 Ensuring a Successful Tableau Deployment 529

    Deploying Tableau—Lessons Learned 529

    Effective Use of Consultants 529

    Your Team’s Current Knowledge 530

    The Data Landscape 530

    The Tableau User Group at Cigna 531

    Taking Care of Vizness 531

    Resourcing 532

    Cadence 532

    Format 533

    Topics 533

    Effectiveness and Attendance 534

    Tracking Participation 535

    Success 535

    Part IV Appendixes 537

    A Tableau’s Product Ecosystem 539

    B S upported Data Source Connections 543

    C Keyboard Shortcuts 547

    D Recommended Hardware Configurations 551

    E Understanding Tableau Functions 555

    F Companion Website 657

    Glossary 659

    Index 673

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