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Rapid Graphs with Tableau 8: The Original Guide for the Accidental Analyst

Book Description

Tired of boring spreadsheets and data overload from confusing graphs? Master the art of visualization with Rapid Graphs with Tableau 8! Tableau insiders Stephen and Eileen McDaniel expertly provide a hands-on case study approach and more than 225 illustrations that will teach you how to quickly explore and understand your data to make informed decisions in a wide variety of real-world situations. Rapid Graphs with Tableau 8 includes best practices of visual analytics for ideas on how to communicate your findings with audience-friendly graphs, tables and maps.

"A picture is worth a thousand words" is a common saying that is more relevant today than ever as data volumes grow and the need for easy access to answers becomes more critical. This book covers the core of Tableau capabilities in easy-to-follow examples, updated and expanded for Version 8. Learn how to be successful with Tableau from the team that started the original training program as the founding Tableau Education Partner!

"A must read for anyone interested in Tableau. Clear explanations, practical advice and beautiful examples!"

Elissa Fink – Chief Marketing Officer, Tableau Software

What you'll learn

  • Connect to and review data visually

  • Create insightful maps and take advantage of view shifting

  • Understand the types of views available in Tableau

  • Take advantage of the powerful Marks card

  • and much more

Who this book is for

Rapid Graphs with Tableau 8 is a great resource for those new to Tableau, and also contains useful tips and tricks for advanced users as well.

Table of Contents

  1. Title Page
  2. Contents at a Glance
  3. Contents
  4. About the Authors
  5. Introduction
  6. CHAPTER 1: Analyzing Your Data for Success at Work
    1. Power
    2. Speed
    3. Flexibility
    4. Simplicity
    5. Beauty
  7. CHAPTER 2: Build the Core—Tableau Basics
    1. Download, Install, and Open Tableau
    2. Connect to Sample Data and Review the Tableau Interface
    3. “Show Me” Tableau in Action
    4. Categorically Clear Views
  8. CHAPTER 3: Go with the Flow—More Tableau Basics
    1. Save Time with the Tableau Toolbar
    2. When Tables Trump Graphs
    3. Insightful Maps
    4. View Shifting—the Underrated Histogram and Flexible Bins
    5. Exporting Results to Share Your Insights
  9. CHAPTER 4: Core View Types in Tableau
    1. Tables—An Eye for Detail
    2. Bar Charts—Five Flavors to Meet Your Needs
    3. Line Charts—Display What Happened Over Time
    4. Percentage-of-Total—Contribution of Categories to the Overall Amount
  10. CHAPTER 5: Advanced View Types in Tableau
    1. Scatter Plots—Explore Relationships
    2. Circle Plots—Go Beyond Bar Charts
    3. Maps—Great for Location Data
    4. Area Charts—Track Multiple Groups Over Time
    5. Dual Charts—Compare Two Measures on Two Vertical Axes
    6. —Track Activity Over Time
  11. CHAPTER 6: Take Over with Tableau—View Structure, Marks Card, Summaries, Formatting, and Titles
    1. Customize Views Using the Columns, Rows, Pages, and Filters Shelves
    2. Enhance Your Visual Appeal with the Marks Card
    3. The Summary Card—Handy Description of Your Data
    4. Headers and Axes
    5. Titles, Captions, Field Labels, and Legends
    6. Format Values in Your Views
  12. CHAPTER 7: Organize the Data in Your Views—Sorting, Filtering, Aggregations, Percentages, Spotlighting, Totals/Subtotals, and Motion Charts
    1. Sort Views for Quick Comparison
    2. Filter Views to Find the Right Information
    3. Aggregations for Measures—Sums, Averages, and More
    4. Use Percentages to Find the Right Ratios
    5. Spotlight Your View to Emphasize Important Values
    6. Add Totals and Subtotals
    7. Create a Motion Chart After Connecting to a New Data Source
  13. CHAPTER 8: Essential Calculations and Models—Quick Calculations, Custom Table Calculations, Reference Lines, Trend Lines, and Forecasting
    1. Quick Table Calculations
    2. Custom Table Calculations Using Data in Your Views
    3. Reference Lines, Bands, and Distributions
    4. Model Your Data with Trend Lines
    5. Forecasting
  14. CHAPTER 9: Managing Data Is Critical for Great Results—Data Items and Data Management in Tableau
    1. Data Items: Names, Types, Roles, Properties, Attributes, and Hierarchies
    2. View Data to See the Data Behind Your View
    3. Bins to Divide Numeric Data Items
    4. Group Dimensions into Categories
    5. The Power of Sets to Combine and Filter Your Views
  15. CHAPTER 10: Advanced Data Management in Tableau—Calculated Fields, Functions, and Parameters
    1. Calculated Fields—Power to Answer Your Difficult Questions
    2. Calculated Field Operators
    3. Numeric Functions (Singular)
    4. Character Functions (Modify Items)
    5. Character Functions (Locate Values in String)
    6. Date Functions
    7. Type Conversion Functions
    8. Logical Functions (If, Then, Else)
    9. Aggregate Functions
    10. Table Calculation Functions
    11. Parameters Add Additional Control for Your Analysis
  16. CHAPTER 11: Advanced Data Management in Tableau—Managing Data Connections
    1. Queries to Retrieve the Data You Need
    2. Data Blending to Use Data from Multiple Sources in One View
    3. Extracts to Accelerate Your Data Exploration in Tableau
  17. CHAPTER 12: Share Your Insights from Tableau
    1. Export Images to Other Applications
    2. Export Data to Other Applications or Back into Tableau
    3. Print to PDF—Export Your Views to Adobe Reader Format
    4. Packaged Workbooks—Bundle Your Work to Take Tableau on the Road!
    5. Tableau Reader—Share Packaged Workbooks with Your Colleagues
    6. Tableau Server—Share Your Insights with Everyone!
    7. Tableau Desktop and Tableau Server
    8. Tableau Public—Share Your Insights with the World!
  18. APPENDIX A: Timesaving Tips
    1. Valuable Keyboard Shortcuts
    2. Select Marks and Pan and Zoom in a View
    3. The Zoom Controls
  19. APPENDIX B: Build a Basic Dashboard
    1. Build the Dashboard
  20. Index