Learning Tableau 10 - Second Edition

Table of Contents

Learning Tableau 10 Second Edition

Credits

About the Author

About the Reviewers

www.PacktPub.com

Why subscribe?

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

1. Creating Your First Visualizations and Dashboard

Connecting to data

Foundations for building visualizations

Measures and dimensions

Discrete and continuous

Discrete fields

Continuous fields

Visualizing data

Creating bar charts

Iterations of bar charts for deeper analysis

Creating line charts

Iterations of line charts for deeper analysis

Creating geographic visualizations

Filled maps

Symbol maps

Using Show Me

Bringing everything together in a dashboard

Building your dashboard

Summary

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

Blending example

Filtering data

Filtering discrete fields

Filtering continuous fields

Filtering dates

Other filtering options

Summary

3. Moving from Foundational to More Advanced Visualizations

Comparing values across different dimensions

Bar charts

Bar chart variations

Bullet chart – showing progress toward a goal

Bar in bar chart

Highlighting categories of interest

Visualizing dates and times

The built-in date hierarchy

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

Combination charts

Summary

4. Using Row-Level, Aggregate, and Level of Detail Calculations

Creating and editing calculations

Overview of the three main types of calculations

Row Level examples

Aggregate Level example

Row Level or Aggregate – why does it matter?

Level of Detail calculations

Level of Detail syntax

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

Achieving flexibility with data blends

Ad hoc calculations

Performance considerations

Summary

5. Table Calculations

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

Practical examples

Year – over – Year growth

Ranking within higher levels

Late filtering

Data densification

When and where data densification occurs

An example of leveraging data densification

Summary

6. Formatting a Visualization to Look Great and Work Well

Formatting considerations

Understanding how formatting works in Tableau

Worksheet level formatting

Field-level formatting

Additional formatting options

Adding value to visualizations

Tooltips

Summary

7. Telling a Data Story with Dashboards

Dashboard objectives

Example - is least profitable always unprofitable?

Building the views

Creating the dashboard framework

Implementing actions to tell the story

Designing for different displays and devices

How actions work

Filter actions

Highlight actions

URL actions

Example - regional scorecard

Stories

Summary

8. Deeper Analysis – Trends, Clustering, Distributions, and Forecasting

Trending

Customizing trend lines

Trend models

Analyzing trend models

Clustering

Distributions

Forecasting

Summary

9. Making Data Work for You

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

Techniques for dealing with data structure issues

Restructuring data in Tableau connections

Union files together

Originals

Prequels

Sequels

Cross-database joins

Working with different Level of Detail

Overview of advanced fixes for data problems

Summary

10. Advanced Visualizations, Techniques, Tips, and Tricks

Advanced visualizations

Slope chart

Lollipop chart

Waterfall chart

Sparklines

Dumbbell chart

Unit chart/symbol chart

Marimekko chart

Sheet swapping and dynamic dashboards

Dynamically showing and hiding other controls

Advanced mapping techniques

Supplementing the standard in geographic data

Manually assigning geographic locations

Creating custom territories

Ad hoc custom territories

Field – defined custom territories

Some final map tips

Using background images

Animation

Summary

11. Sharing Your Data Story

Presenting, printing, and exporting

Presenting

Printing

Exporting

Sharing with users of Tableau Desktop and 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

Learning Tableau 10 Second Edition

Learning Tableau 10 Second Edition

Copyright © 2016 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: April 2015

Second edition: September 2016

Production reference: 1260916

Published by Packt Publishing Ltd.

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B3 2PB, UK.

ISBN 978-1-78646-635-8

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Credits

About the Author

Joshua N. Milligan has been with Teknion Data Solutions since 2004 and currently serves as a Principal Consultant. With a strong background in software development and custom .NET solutions, he brings a blend of analytical and creative thinking to BI solutions, data visualization, and data storytelling. His years of consulting have given Joshua hands on experience with all aspects of the BI development cycle from data modeling, ETL, enterprise deployment, data visualization, and dashboard design. He has worked with clients in numerous industries including financial, energy, healthcare, marketing, government, and services. Joshua has been named by Tableau as a Tableau Zen Master every year since 2014. This places Joshua in a group of individuals recognized by Tableau as not only masters of the tool but also who have a deep desire to teach and help others. As a Tableau Ambassador, trainer, mentor, and leader in the online Tableau community, Joshua is passionate about helping others gain insights from their data. He frequently broadcasts webinars to educate and inform the Tableau community and the world at large about the wonders of Tableau, and is a much sought after featured speaker at Tableau conferences, user groups and various technology and industry functions. He thrives on helping others. Joshua is the author of the first edition of Learning Tableau, which quickly became one of the highest acclaimed Tableau books for users at all levels. He was a technical reviewer of the Tableau Data Visualization Cookbook, Creating Data Stories with Tableau Public, and his work has been featured multiple times on Tableau Public’s Viz of the Day and Tableau’s website. He also shares frequent Tableau tips, tricks, and advice along with a variety of dashboards on his fun and creative blog site, VizPainter.com. You can follow Joshua on Twitter at @VizPainter.

I would like to express profound gratitude to the numerous individuals who have helped me in my journey over the years.  My father, Stuart, introduced me to the world of computers to me when he showed me that I could make the family computer do anything I wanted with code. I stand on the shoulders of giants.  The Tableau training team expanded my horizons. The members of the Tableau community, leaders in the forums, designers, and bloggers continue to broaden my understanding of Tableau and data visualization. Joe Mako, Jonathan Drummey, Ben Jones, and many others have inspired me to press on and never quit learning.  I especially would like to express appreciation for the reviewers. Shawn and Bridget provided key insights, critical challenges, and deeply felt encouragement.  Thank you also to my wonderful wife, Kara, who has encouraged me and loved me every step of the way!

About the Reviewers

Bridget Cogley, interpreter turned analyst, first found Tableau in 2010.  It was a perfect fit for her analytical mind and artistic nature and rapidly became both a vocation and avocation. Bridget’s background includes training, HR, management, grant writing, RFP response creation, sales support, and data analysis.  In 2014, she became a consultant and is now Joshua’s coworker at Teknion Data Solutions.

Bridget is a Tableau Ambassador and Zen Master and blogs at TableauFit.com. Her passion for learning combined with her love of Tableau has led to the creation of many beautiful and insightful dashboards that can be found on her blog.  Bridget is also an accomplished speaker and webinar producer, and she actively shares her knowledge of and passion for Tableau frequently through social media and can be followed on Twitter at @WindsCogley.

Bridget is incredibly thankful to Joshua for the opportunity to review this book and wishes it was around when she was learning Tableau. She’s also grateful to her family, friends, and the people that helped make her Tableau career possible.

Shawn Wallwork started using Tableau back in 2011. Now five plus years and three Zen Masters awards later, he is the founder of Remote Tableau Consultants. He works with customers all over the globe, from London to Melbourne, and many points in between.  He works either creating Tableau workbooks, or doing one-on-one consulting to help clients better understand how to make Tableau work the way they want it to. As his company name suggests, he does this work remotely from the comfort of his own home in Placitas, New Mexico!

Shawn happily agreed to review Joshua’s book ‘Leaning Tableau 10’, because as a fellow Zen Master, he was confident this would be an in-depth, and accurate book explaining how Tableau works. To be honest the technical review of his book was quite easy, since Joshua has such an in-depth understanding on how Tableau works at the internal, base level.

As a technical reviewer of this book, the only person I want to thank is the Author: Joshua Milligan. He has now written two great books on Tableau! I thank him for allowing me to be a part of his efforts.

As a technical reviewer of this book, the only person I want to thank is the Author: Joshua Milligan. He has now written two great books on Tableau! I thank him for allowing me to be a part of his endeavor. 

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Preface

What is it about a piece of software that inspires a community of users to post pictures of themselves holding signs that say, I love Tableau, write books and blogs, and spend countless hours volunteering to help others visualize their data? And how is it that a single tool can be embraced and used by everyone from business users, to data analysts, to CEOs? What is it about Tableau that inspires such passion?

Tableau’s uniqueness comes from its paradigm. Tableau is different from traditional BI products that force you to select a chart type and then match data to various components of the chart. You won’t be confronted with wizards or pre-built dashboards that give you some insight at first but fail to deliver additional insight when you need it. Instead, Tableau allows hands-on interaction with data; it’s easy to get into a flow of asking questions, uncovering new insights, raising new questions and answers, and finally designing a data story to share with others.

And, Tableau is fun! It allows creativity and gives freedom to explore, understand, design, and share. Tableau doesn’t lock you into a single path to a solution. Tableau designers feel like artists with data as paint and Tableau as a blank canvas.

Furthermore, Tableau is easy and powerful. The interface is intuitive and you’ll find yourself exploring data and building visualizations and fully interactive dashboards in minutes (in fact, we’ll do just this in Chapter 1, Creating Your First Visualizations and Dashboard!). But Tableau is also very powerful. It allows you to perform deep and significant analyses of your data. The unique paradigm of Tableau allows this easy and powerful combination.

This book presents the fundamentals for understanding and working within this paradigm. This book will equip you with the concepts and practical application that will allow you to use Tableau to explore, analyze, visualize, and share the stories contained in your data.

What this book covers

Chapter 1, Creating Your First Visualizations and Dashboard, introduces the basic concepts of data visualization and shows multiple examples of individual visualizations that are ultimately put together in an interactive dashboard.

Chapter 2, Working with Data in Tableau, explains that Tableau has a very distinctive paradigm for working with data. This chapter explores that paradigm and gives examples of connecting to and working with various data sources.

Chapter 3,  Moving from Foundational to More Advanced Visualizations, expands upon the basic concepts of data visualization to show how to extend standard visualization types.

Chapter 4, Using Row-Level, Aggregate, and Level of Detail Calculations, introduces the concepts of calculated fields and the practical use of calculations. The chapter walks through the foundational concepts for creating Row Level, Aggregate, and Level of Detail calculations.

Chapter 5, Table Calculations, is about table calculations, one of the most complex and most powerful features of Tableau. This chapter breaks down the basics of scope, direction, partitioning, and addressing to help you understand and use them to solve practical problems.

Chapter 6, Formatting a Visualization to Look Great and Work Well, is about formatting, which can make a standard visualization look great, have appeal, and communicate well. This chapter introduces and explains the concepts around formatting in Tableau.

Chapter 7, Telling a Data Story with Dashboards, dives into the details of building dashboards and telling stories with data. It covers the types of dashboards, objectives of dashboards, and concepts such as actions and filters. All of this is done in the context of practical examples.

Chapter 8, Deeper Analysis – Trends, Clustering, Distributions and Forecasting, explores the analytical capabilities of Tableau and demonstrates how to use trend lines, clustering, distributions, and forecasting to dive deeper into the analysis of your data.

Chapter 9, Making Data Work for You, shows that data in the real world isn’t always structured well. This chapter examines the structures that work best and the techniques that can be used to address data that can’t be fixed.

Chapter 10, Advanced Visualizations, Techniques, Tips, and Tricks, builds upon the concepts in previous chapters and expands your horizons by introducing non-standard visualization types along with numerous advanced techniques, while giving practical advice and tips.

Chapter 11, Sharing Your Data Story, once you’ve built your visualizations and dashboards, you’ll want to share them. This chapter explores numerous ways of sharing your stories with others.

What you need for this book

You will need a licensed or trial version of Tableau Desktop to follow the examples contained in this book. You may download Tableau Desktop from Tableau Software at http://www.tableau.com/. The examples in this book use the interface and features of Tableau 10.0. Many of the concepts will apply to previous versions, though some interface steps and terminology may vary. The provided workbooks may be opened in Tableau 10.0 or later, though you may use any version to connect to the provided data files to work through the examples.

Tableau Public is also available as a free download (http://www.tableau.com/) and may be used with many of the examples. To follow the examples using Tableau Public, you’ll need to use the workbooks as published to Tableau Public. You will find the published workbooks here: http://goo.gl/wJzfDO.

You may use a PC or a Mac to work through the examples in this book. Mac users may notice slight changes in user interface and will need to make note of the following changes in keys and clicks:

Right-click can be accomplished by holding the Command key while clicking

Right-click and drag and drop can be accomplished by holding the option (Alt) key while dragging and dropping

Who this book is for

Anyone seeking to understand their data and grow in their skills to visually explore, analyze, and present their data stories to others will greatly benefit from this book. While it is assumed that you have some general knowledge of data, you do not need to have in-depth knowledge of databases, SQL scripts, or coding. The book starts with foundational principles and builds upon those to give you comfort with advanced concepts. The goal is not to give a series of steps to memorize, but to give you a solid understanding of working in the Tableau paradigm. Whether you are just beginning or have years of experience, this book will further you in the journey of learning and even mastering Tableau.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, and user input are shown as follows: We’ll create a calculated field named Floor to determine if an apartment is upstairs or downstairs.

A block of code is set as follows:

IF [Apartment] >= 1 AND [Apartment] <= 3

 THEN Downstairs

ELSEIF [Apartment] > 3 AND [Apartment] <= 6

 THEN Upstairs

ELSE Unknown

END

New terms and important words are shown in bold. Words that you see in the Tableau interface, such as those in menus, dialog boxes or field names, appear in the text like this: Drag and drop the Customer field to the Rows shelf.

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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Errata

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Questions

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Chapter 1.  Creating Your First Visualizations and Dashboard

Tableau is an amazing platform for seeing, understanding, and making key decisions based on your data. With it, you can achieve incredible data discovery, analysis, and storytelling. You'll accomplish these tasks and goals visually using an interface that is designed for a natural and seamless flow of thought and work. Tableau accomplishes this using VizQL, a visual query language. You won't have to learn VizQL. It's all done behind the scenes and you won't be forced to write tedious SQL scripts, MDX code, or painstakingly work through numerous wizards to select a chart type and then link everything to data.

Instead, you will be interacting with your data in a visual environment where everything that you drag and drop will be translated into the necessary queries and then displayed visually. You'll be working in real-time, so you will see results immediately, get answers as fast as you can ask questions, and be able to iterate through dozens of ways to