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Tableau: Creating Interactive Data Visualizations

Book Description

Illustrate your data in a more interactive way by implementing data visualization principles and creating visual stories using Tableau

About This Book

  • Use data visualization principles to help you to design dashboards that enlighten and support business decisions

  • Integrate your data to provide mashed-up dashboards

  • Connect to various data sources and understand what data is appropriate for Tableau Public

  • Understand chart types and when to use specific chart types with different types of data

  • Who This Book Is For

    Data scientists who have just started using Tableau and want to build on the skills using practical examples. Familiarity with previous versions of Tableau will be helpful, but not necessary.

    What You Will Learn

  • Customize your designs to meet the needs of your business using Tableau

  • Use Tableau to prototype, develop, and deploy the final dashboard

  • Create filled maps and use any shape file

  • Discover features of Tableau Public, from basic to advanced

  • Build geographic maps to bring context to data

  • Create filters and actions to allow greater interactivity to Tableau Public visualizations and dashboards

  • Publish and embed Tableau visualizations and dashboards in articles

  • In Detail

    With increasing interest for data visualization in the media, businesses are looking to create effective dashboards that engage as well as communicate the truth of data. Tableau makes data accessible to everyone, and is a great way of sharing enterprise dashboards across the business. Tableau is a revolutionary toolkit that lets you simply and effectively create high-quality data visualizations.

    This course starts with making you familiar with its features and enable you to develop and enhance your dashboard skills, starting with an overview of what dashboard is, followed by how you can collect data using various mathematical formulas. Next, you'll learn to filter and group data, as well as how to use various functions to present the data in an appealing and accurate way.

    In the first module, you will learn how to use the key advanced string functions to play with data and images. You will be walked through the various features of Tableau including dual axes, scatterplot matrices, heat maps, and sizing.In the second module, you’ll start with getting your data into Tableau, move onto generating progressively complex graphics, and end with the finishing touches and packaging your work for distribution. This module is filled with practical examples to help you create filled maps, use custom markers, add slider selectors, and create dashboards. You will learn how to manipulate data in various ways by applying various filters, logic, and calculating various aggregate measures. Finally, in the third module, you learn about Tableau Public using which allows readers to explore data associations in multiple-sourced public data, and uses state-of-the-art dashboard and chart graphics to immerse the users in an interactive experience. In this module, the readers can quickly gain confidence in understanding and expanding their visualization, creation knowledge, and quickly create interesting, interactive data visualizations to bring a richness and vibrancy to complex articles.

    The course provides a great overview for beginner to intermediate Tableau users, and covers the creation of data visualizations of varying complexities.

    Style and approach

    The approach will be a combined perspective, wherein we start by performing some basic recipes and move on to some advanced ones. Finally, we perform some advanced analytics and create appealing and insightful data stories using Tableau Public in a step-by-step manner.

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

    Table of Contents

    1. Tableau: Creating Interactive Data Visualizations
      1. Table of Contents
      2. Tableau: Creating Interactive Data Visualizations
      3. Tableau: Creating Interactive Data Visualizations
      4. Credits
      5. Preface
        1. What this learning path covers
        2. What you need for this learning path
        3. Who this learning path is for
        4. Reader feedback
        5. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      6. 1. Module 1
        1. 1. A Short Dash to Dashboarding!
          1. Introduction
          2. Preparing for your first dashboard
            1. How to do it...
            2. How it works…
            3. See also
          3. Showing the power of data visualization
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. There's more…
            5. See also
          4. Connecting to data sources
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. There's more…
            5. See also
          5. Introducing the Tableau interface
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. See also
          6. Interacting with your first data visualization
            1. Getting ready
            2. How to do it...
            3. How it works…
            4. There's more…
          7. Sharing your visualization with the world
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. There's more…
        2. 2. Summarizing Your Data for Dashboards
          1. Introduction
          2. Arithmetic – the queen of mathematics!
            1. Getting ready
            2. How to do it...
            3. How it works…
            4. There's more…
          3. Dashboards and dates
            1. Getting ready
            2. How to do it...
            3. How it works…
            4. There's more…
          4. Grouping your data with calculations
            1. Getting ready
            2. How to do it...
            3. How it works...
          5. Correlation with calculations
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          6. Using cross-tabs flexibly
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          7. Simplifying your business rules with customer calculations
            1. Getting ready
            2. How to do it...
            3. How it works…
            4. There's more…
        3. 3. Interacting with Data for Dashboards
          1. Introduction
          2. Fun with filters – grouping your data with clarity
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. See also
          3. Hierarchies for revealing the dashboard message
            1. Getting ready
            2. How to do it...
            3. How it works…
            4. There's more...
            5. See also
          4. Classifying your data for dashboards
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. See also
          5. Actions and interactions
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. See also
          6. Drilling into the details
            1. Getting ready
            2. How to do it...
            3. How it works...
          7. Working with input controls
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
        4. 4. Using Dashboards to Get Results
          1. Introduction
          2. Enriching data with mashups
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. There's more…
          3. Page trails
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. There's more…
            5. See also
          4. Guided analytics with Tableau
            1. Getting ready…
            2. How to do it…
            3. How it works…
            4. See Also
          5. Sharing your results in a meeting
            1. Getting ready
            2. How to do it...
            3. How it works…
          6. Notes and annotations
            1. Getting ready
            2. How to do it…
          7. Using external data to enrich your dashboard
            1. Getting ready
            2. How to do it…
            3. How it works...
        5. 5. Putting the Dash into Dashboards
          1. Introduction
          2. Choosing your visualization
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          3. Using parameters in dashboards
            1. Getting ready
            2. How to do it...
            3. How it works...
          4. Using custom geocoding in Tableau
            1. Getting ready
            2. How to do it…
            3. How it works...
            4. See also
          5. Profiting from Big Data to rev your visualization
            1. Getting ready
            2. How to do it…
            3. How it works...
            4. There's more...
          6. Filtering your data for focus
            1. Getting ready
            2. How to do it…
            3. How it works...
            4. There's more...
            5. See also
          7. Creating choices in dashboards using conditional logic
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more…
        6. 6. Making Dashboards Relevant
          1. Introduction
          2. Adding an infographic to your Tableau dashboard
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. There's more…
          3. String manipulation in dashboards
            1. Getting ready
            2. How to do it…
            3. How it works…
          4. Correcting data exports from Tableau to Excel
            1. Getting ready
            2. How to do it…
            3. How it works…
          5. Blending data
            1. Getting ready
            2. How to do it…
            3. How it works…
          6. Optimizing tips for efficient, fast visualization
            1. Getting ready
            2. How to do it…
            3. How it works…
        7. 7. Visual Best Practices
          1. Introduction
          2. Coloring your numbers
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. See also
          3. Dueling with dual axes
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. There's more…
          4. Where is the three dimensional data?
            1. Getting ready
            2. How to do it…
          5. Eating humble pie – pie charts or not?
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. See also
          6. Sizing to make a data story
            1. Getting ready
            2. How to do it…
            3. How it works…
            4. See also
      7. 2. Module 2
        1. 1. Connecting to Data Sources
          1. Introduction
          2. Connecting to text files
            1. Getting ready
            2. How to do it...
            3. How it works…
            4. There's more...
          3. Connecting to Excel files
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          4. Connecting to Access databases
            1. Getting ready
            2. How to do it...
            3. How it works...
          5. Connecting to a SQL Server
            1. Getting ready
            2. How to do it...
            3. How it works...
          6. Pasting from a clipboard
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          7. Connecting to other databases
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          8. Connecting to Windows Azure Marketplace
            1. Getting ready
            2. How to do it...
            3. How it works....
            4. There's more...
          9. Understanding dimensions and measures
          10. Changing data types
            1. Getting ready
            2. How to do it....
            3. How it works...
          11. Applying filters
            1. Getting ready
            2. How to do it...
            3. How it works...
          12. Merging multiple data sources
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
        2. 2. Creating Univariate Charts
          1. Introduction
          2. Creating tables
            1. Getting ready
            2. How to do it...
            3. How it works...
          3. Creating bar graphs
            1. Getting ready
            2. How to do it...
            3. How it works...
          4. Creating pie charts
            1. Getting ready
            2. How to do it...
            3. How it works...
          5. Sorting the graphs
            1. Getting ready
            2. How to do it...
            3. How it works....
          6. Creating histograms
            1. Getting ready
            2. How to do it...
            3. How it works...
          7. Creating line charts
            1. Getting ready
            2. How to do it...
            3. How it works...
          8. Using the Show Me toolbar
            1. Getting ready
            2. How to do it...
            3. How it works....
          9. Creating stacked bar graphs
            1. Getting ready
            2. How to do it...
            3. How it works...
          10. Creating box plots
            1. Getting ready
            2. How to do it...
            3. How it works...
          11. Showing aggregate measures
            1. Getting ready
            2. How to do it...
            3. How it works...
          12. Showing the top 10 items
            1. Getting ready
            2. How to do it...
            3. How it works...
        3. 3. Creating Bivariate Charts
          1. Introduction
          2. Creating tables
            1. Getting ready
            2. How to do it....
            3. How it works....
            4. There's more...
          3. Creating scatter plots
            1. Getting ready
            2. How to do it....
            3. How it works...
            4. There's more...
          4. Swapping rows and columns
            1. Getting ready
            2. How to do it...
            3. How it works...
          5. Adding trend lines
            1. Getting ready
            2. How to do it...
            3. How it works....
            4. There's more...
          6. Selecting color palettes
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          7. Using dates
            1. Getting ready
            2. How to do it....
            3. How it works...
        4. 4. Creating Multivariate Charts
          1. Introduction
          2. Creating facets
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          3. Creating area charts
            1. Getting ready
            2. How to do it...
            3. How it works…
            4. There's more...
          4. Creating bullet graphs
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          5. Creating dual axes charts
            1. Getting ready
            2. How to do it...
            3. How it works...
          6. Creating Gantt charts
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          7. Creating heat maps
            1. Getting ready
            2. How to do it...
            3. How it works...
        5. 5. Creating Maps
          1. Introduction
          2. Setting geographic roles
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          3. Placing marks on a map
            1. Getting ready
            2. How to do it...
            3. How it works...
          4. Overlaying demographic data
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          5. Creating choropleth maps
            1. Getting ready
            2. How to do it...
            3. How it works...
          6. Using polygon shapes
            1. Getting ready
            2. How to do it...
            3. How it works...
          7. Customizing maps
            1. Getting ready
            2. How to do it...
            3. How it works...
        6. 6. Calculating User-defined Fields
          1. Introduction
          2. Using predefined functions
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          3. Calculating percentages
            1. Getting ready
            2. How to do it...
            3. How it works...
          4. Applying the If-Then logic
            1. Getting ready
            2. How to do it...
            3. How it works...
          5. Applying logical functions
            1. Getting ready
            2. How to do it...
            3. How it works...
          6. Showing totals
            1. Getting ready
            2. How to do it...
          7. Showing the percentage of totals
            1. Getting ready
            2. How to do it...
            3. There's more...
          8. Discretizing data
            1. Getting ready
            2. How to do it...
            3. How it works...
          9. Manipulating text
            1. Getting ready
            2. How to do it...
            3. How it works...
          10. Aggregating data
            1. Getting ready
            2. How to do it...
        7. 7. Customizing and Saving
          1. Introduction
          2. Adding title and caption
            1. Getting ready
            2. How to do it...
          3. Modifying font sizes and colors
            1. Getting ready
            2. How to do it...
          4. Applying various marks
            1. Getting ready
            2. How to do it...
            3. How it works...
          5. Adding colors
            1. Getting ready
            2. How to do it...
            3. How it works...
          6. Adding labels
            1. Getting ready
            2. How to do it...
            3. How it works...
          7. Changing marks sizes
            1. Getting ready
            2. How to do it...
          8. Adding reference lines
            1. Getting ready
            2. How to do it...
          9. Printing to PDF
            1. Getting ready
            2. How to do it...
          10. Saving packaged workbooks
            1. Getting ready
            2. How to do it...
          11. Creating a workbook data extract
            1. Getting ready
            2. How to do it...
            3. There's more...
        8. 8. Exporting and Sharing
          1. Introduction
          2. Saving a workbook on a Tableau server
            1. Getting ready
            2. How to do it...
          3. Saving a workbook on the Web
            1. Getting ready
            2. How to do it...
          4. Exporting images
            1. Getting ready
            2. How to do it...
          5. Exporting data
            1. Getting ready
            2. How to do it...
            3. How it works...
        9. 9. Exploring Advanced Features
          1. Introduction
          2. Viewing data
            1. Getting ready
            2. How to do it...
          3. Changing the mark size
            1. Getting ready
            2. How to do it...
          4. Using the presentation mode
            1. Getting ready
            2. How to do it...
          5. Adding annotations
            1. Getting ready
            2. How to do it...
          6. Excluding data on the fly
            1. Getting ready
            2. How to do it...
          7. Customizing mark shapes
            1. Getting ready
            2. How to do it...
          8. Adding drop-down selectors
            1. Getting ready
            2. How to do it...
          9. Adding search box selectors
            1. Getting ready
            2. How to do it...
          10. Adding slider selectors
            1. Getting ready
            2. How to do it...
          11. Creating dashboards
            1. Getting ready
            2. How to do it...
          12. Creating animated visualizations
            1. Getting ready
            2. How to do it...
          13. Creating parameters
            1. Getting ready
            2. How to do it...
      8. 3. Module 3
        1. 1. Getting Started with Tableau Public
          1. A Tableau Public overview
          2. Telling your story with Tableau Public
          3. Installing Tableau Public
            1. Exploring Tableau Public
            2. Connecting to data
          4. Opening files and creating your profile
          5. Discover
          6. Exploring the visualizations of other authors
          7. Summary
        2. 2. Tableau Public Interface Features
          1. Touring the Tableau Public user interface
            1. The side bar
            2. The Data pane
            3. Visual cues
            4. The Analytics pane
            5. Menus and toolbars
            6. Canvas and Column/Row shelves
            7. Using the Columns and Rows shelves
          2. Using the Marks card
            1. The Filters and Pages shelves
            2. The workspace control tabs of Tableau Public
          3. The Show Me tool
          4. Summary
        3. 3. Connecting to Data
          1. Public data
          2. Tables and databases
          3. The data sources that Tableau Public connects to
          4. The databases, tables, dimensions, facts, field formats and conventions
          5. Connecting to the data in Tableau Public
            1. The data source user interface
            2. Using the data interpreter
            3. Pivoting data
            4. Filtering data sources
            5. Joining tables
            6. Connecting to web-based data sources
          6. Summary
        4. 4. Visualization – Tips and Types
          1. An overview of the development lifecycle
          2. Ten visualization tips
          3. The perception of visual clues
          4. Using the Show Me tool to create charts
          5. Answering questions using Show Me chart types
            1. About dimensions and measures
            2. Continuous and discrete dimensions and measures
            3. Selecting aggregation types for measures
            4. Swapping and sorting
          6. Types of visualization
            1. Line graphs
              1. Continuous versus discrete date-time elements
            2. Tables
            3. Bar charts
            4. Geographic maps
            5. Scatter plots
            6. Pie charts
            7. Using groups and sets
          7. Summary
        5. 5. Calculations
          1. Creating calculated fields
            1. Editing calculated fields
          2. Types of calculations
          3. The number functions
          4. The date functions
          5. Type conversions
          6. The string functions
          7. The aggregate functions
          8. The logic functions
          9. Blending data sources
          10. Summary
        6. 6. Level of Detail and Table Calculations
          1. About data sources
          2. Creating quick table calculations
          3. Changing over time
          4. Compute using
            1. Moving average
            2. Editing table calculations
          5. Manually editing table calculations
          6. Ranking
          7. Window versus running functions
            1. A note on addressing
          8. The level of detail calculations
            1. A FIXED LOD calculation
            2. The INCLUDE and nested LOD calculations
          9. Summary
        7. 7. Dashboard Design and Styling
          1. The dashboard design process
          2. Best practices for dashboard design
          3. Creating a dashboard
          4. The dashboard tab interface
            1. Layout objects
          5. Setting the size of dashboard elements
            1. Sizing the dashboard
            2. Building a dashboard
          6. Summary
        8. 8. Filters and Actions
          1. Adding and using Filters
            1. Adding Filters to worksheets
            2. Adding Quick Filters to a dashboard
              1. Moving the Quick Filter
          2. Filtering across Data sources with parameters
            1. Using parameters as Filters
              1. Modifying titles
            2. Filtering across multiple Data sources with parameters
          3. Actions
          4. URL actions
          5. Summary
        9. 9. Publishing Your Work
          1. Saving your work and logging in to Tableau Public
          2. Opening work from the Cloud
          3. Managing your profile
          4. Viewing your work online
          5. Managing workbook details
          6. Summary
      9. A. Bibliography
      10. Index