You are previewing Tableau Dashboard Cookbook.
O'Reilly logo
Tableau Dashboard Cookbook

Book Description

Over 40 recipes for designing professional dashboards by implementing data visualization principles

About This Book

  • Utilize the features of Tableau to create, design, and develop effective, beautiful dashboards

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

  • Explore Tableau’s functionality with practical lessons that help you to build your own solution as you progress through the book

  • Who This Book Is For

    If you are a business user or developer who wants to use Tableau to create dashboards that use data visualization theory and techniques, this is the book for you. Whether you are new to Tableau or an expert, with this book you will be able to master data visualization and put it into practice, creating Tableau dashboards that make a difference in your organization.

    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

  • Communicate and share your dashboards internally within the business, or externally with the rest of the world via Tableau public

  • Integrate your data to provide mashed-up dashboards

  • Be inspired with color, motion, and other design tricks when designing dashboards

  • Formulate your business rules into Tableau formulae that you can reuse

  • Consider your business users and data consumer needs as you learn about color theory and psychology and put them into action

  • In Detail

    With increasing interest and enthusiasm 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. The deceptively simple Tableau interface hides a variety and complexity of features available for dashboarding, and this book will help you to become familiar with these features.

    Tableau offers an easy-to-use and fun way of designing, constructing, and sharing your dashboards. This book will familiarize you 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. The book will also teach you 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. Finally, this book will help you consider what to do next with your dashboard, whether it's on a server or in collaboration with other tools.

    Style and approach

    This book follows a step-by-step approach to taking a data source and building up a series of dashboard elements, ultimately resulting in a series of dashboards for your business. Each topic is explained sequentially in the process of creating a dashboard from design to delivery. There are also detailed explanations of the basic and advanced features of Tableau that serve the needs of dashboard artists.

    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 Dashboard Cookbook
      1. Table of Contents
      2. Tableau Dashboard Cookbook
      3. Credits
      4. About the Author
      5. Acknowledgments
      6. About the Reviewers
      7. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
          3. Instant updates on new Packt books
      8. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code
          2. Errata
          3. Piracy
          4. Questions
      9. 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…
      10. 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 custom calculations
          1. Getting ready
          2. How to do it...
          3. How it works…
          4. There's more…
      11. 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...
      12. 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...
      13. 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…
      14. 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…
      15. 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
      16. 8. Tell the World! Share Your Dashboards
        1. Introduction
        2. Packaging workbooks with data
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        3. Publishing dashboards to Tableau Server
          1. How to do it…
          2. How it works…
          3. There's more…
          4. See also
        4. Publishing dashboards to Tableau Public
          1. How to do it…
          2. How it works…
          3. See also
        5. Mobilizing your dashboards
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
        6. Mixing Tableau with SharePoint 2013 Power BI
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
        7. Wrapping up with R – Dashboards as a tool
          1. Getting ready
          2. How to do it…
          3. How it works…
          4. There's more…
          5. See also
      17. Index