Skip to main content
main-content

Über dieses Buch

This book simplifies the use of Tableau software functionality for novice users so that they can create powerful data visualizations easily and quickly. Since it is often very difficult and expensive to provide external training on BI tools, this book aims to equip the reader with the resource they need to do it themselves.

Jumpstart Tableau covers the basic reporting and analysis functions that most BI users perform in their day-to-day work. These include connecting to a data source, working with dimensions and measures, developing reports and charts, saving workbooks, filtering, swapping, sorting, formatting, grouping, creating hierarchies, forecasting, exporting, distributing, as well developing various chart types.

Each exercise in Jumpstart Tableau provides screenshots that cover every step from start to finish. The exercises are based on a comprehensive sample Excel-based data source that Tableau Software (version 9) has provided, which makes it very easy to duplicate the exercises on the real software.

In addition, the book:

Enables readers to develop reports, queries and visualizationsPerform data analysisExecute each function in a step-by-step mannerProvides the basic hands-on ability which can enable users to work up to more advanced and complex Tableau functionalityShows how to integrate individual development of content, such as tables/charts and visualizations., onto a dashboard for an effective presentationWhat You'll Learn

How to connect to data sourcesHow to develop reportsHow to develop visualizationsHow to perform analysis functions (e.g., filtering, drilldown, sorting, grouping, forecasting, etc.)How to save visualizations in different formats and distribute themHow to develop dashboards and their content

Who this book is for

Novice Tableau users, BI end users, as well as developers and business analysts. Also, students in university courses on dashboards and data visualization as well as BI and data analysis can quickly get up to speed with Tableau tools and use them for implementing the hands-on projects associated with these courses.

Inhaltsverzeichnis

Frontmatter

Chapter 1. Log on to Tableau

This exercise demonstrates how to launch Tableau and connect to an Excel spreadsheet data source.

Arshad Khan

Chapter 2. Connecting to Two Data Sources

Objective: This exercise demonstrates how to connect to two data sources.

Arshad Khan

Chapter 3. Exploring the Tableau Interface

Objective: This exercise provides an overview of the Tableau interface.

Arshad Khan

Chapter 4. Developing a Simple Visualization

Objective: This exercise demonstrates how a simple visualization can be developed.

Arshad Khan

Chapter 5. Saving Tableau Workbook and Tableau Packaged Workbook

Objective: This exercise demonstrates how to save a Tableau Workbook (.twb) and a Tableau Packaged Workbook (.twbx).

Arshad Khan

Chapter 6. Using Basic Analysis Functions

Objective: This exercise demonstrates some basic analysis functions in Tableau.

Arshad Khan

Chapter 7. Adding, Removing, and Renaming a Dimension

Objective: This exercise demonstrates how a dimension or measure is added or deleted from a visualization, and explains how to rename a dimension.

Arshad Khan

Chapter 8. Copying or Deleting a Worksheet

Objective: This exercise demonstrates how to copy or delete a worksheet.

Arshad Khan

Chapter 9. Changing the Display from One Chart Type to Another

To change the chart type, all you need to do is click the desired chart

Arshad Khan

Chapter 10. Using the Show Me Tool for Selecting a Visualization

Worksheet with displayed Show Me window

Arshad Khan

Chapter 11. Crosstab Display and Swapping

This exercise demonstrates how to display visualization data in a crosstab format, how to swap axes so that data can be viewed from a different perspective, and how to size a view

Arshad Khan

Chapter 12. Sorting

This exercise demonstrates how to perform the sort function

Arshad Khan

Chapter 13. More About Sorting

Objective: This exercise demonstrates the sort function in more detail.

Arshad Khan

Chapter 14. View Details/Underlying Data

Objective: This exercise demonstrates how to view the values for all the rows in the data source that make up the visualization.

Arshad Khan

Chapter 15. Grouping

Objective: This exercise demonstrates how grouping is performed.

Arshad Khan

Chapter 16. Building a Hierarchy

Objective: This exercise demonstrates how to build a hierarchy.

Arshad Khan

Chapter 17. Aggregate Measures

Objective: This exercise demonstrates how to work with aggregates.

Arshad Khan

Chapter 18. Exclude and Keep

Objective: This exercise demonstrates how the Exclude and Keep functions are used.

Arshad Khan

Chapter 19. Filtering on the Filter Shelf

Objective: This exercise demonstrates how to filter using the Filter shelf.

Arshad Khan

Chapter 20. Quick Filters

Objective: This exercise demonstrates how a quick filter is created, used, and removed.

Arshad Khan

Chapter 21. Customization for Quick Filters

Objective: This exercise demonstrates quick filter customization.

Arshad Khan

Chapter 22. Quick Filters Single and Multiple Value Lists

Objective: This exercise demonstrates how single and multiple value lists can be used in quick filters.

Arshad Khan

Chapter 23. Quick Filter Sliders

Objective: This exercise demonstrates how sliders are set up and used.

Arshad Khan

Chapter 24. Dependency in Quick Filters

Objective: This exercise demonstrates how two filters can be made dependent, which is also known as cascading filters.

Arshad Khan

Chapter 25. Saving in PDF Format

Objective: This exercise demonstrates how to save a visualization in PDF format.

Arshad Khan

Chapter 26. Exporting an Image to PowerPoint

Objective: This exercise demonstrates how to copy and export a displayed image.

Arshad Khan

Chapter 27. Exporting Data

Objective: This exercise demonstrates how to display and save the data associated with a displayed visualization.

Arshad Khan

Chapter 28. Displaying Underlying Data

Objective: This exercise demonstrates how to display and export the detailed underlying data behind a visualization.

Arshad Khan

Chapter 29. Exporting Crosstab Data

Objective: This exercise demonstrates another method for exporting crosstab data to Excel.

Arshad Khan

Chapter 30. Formatting

Objective: This exercise demonstrates commonly used formatting functions.

Arshad Khan

Chapter 31. Highlighting with Colors

Objective: This exercise demonstrates how to highlight the data in the visualization using color.

Arshad Khan

Chapter 32. Axis Formatting

Objective: This exercise demonstrates how to format the chart axes and display labels.

Arshad Khan

Chapter 33. Formatting Tables

Objective: This exercise demonstrates how to format a table.

Arshad Khan

Chapter 34. Top N Function

Objective: This exercise demonstrates how to use the Top N function to determine top performers.

Arshad Khan

Chapter 35. Trend Lines

Objective: This exercise demonstrates how trend lines are inserted in a chart.

Arshad Khan

Chapter 36. Forecasting

Objective: This exercise demonstrates the forecasting feature in Tableau.

Arshad Khan

Chapter 37. Creating a Dashboard

Objective: This exercise demonstrates how to create a dashboard.

Arshad Khan

Chapter 38. Dashboard Quick Filters

Objective: This exercise demonstrates how to apply quick filters for selected worksheets on a dashboard.

Arshad Khan

Chapter 39. Cascading Worksheet Changes in a Dashboard

Objective: This exercise demonstrates how changes to a worksheet cascade in a dashboard.

Arshad Khan

Chapter 40. Working with Dashboard Content

Objective: This exercise demonstrates how to modify the dashboard and views display through layout and formatting changes and by adding content.

Arshad Khan

Backmatter

Weitere Informationen

Premium Partner

    Bildnachweise