| Description |
1 online resource (1 volume) : illustrations |
| Note |
Includes index. |
| Contents |
pt. I Desktop -- 1. Creating Visual Analytics with Tableau Desktop -- The Shortcomings of Traditional Information Analysis -- The Business Case for Visual Analysis -- Three Kinds of Data that Exist in Every Entity -- How Visual Analytics Improves Decision-Making -- Turning Data into Information with Visual Analytics -- The Tableau Software Ecosystem -- Tableau Desktop and Tableau Reader -- Introducing the Tableau Desktop Workspace -- Using the Workspace Controls Effectively -- The Start Page and Data Connection Page -- What You Need to Know about the Menu -- Leveraging Toolbar Icons -- The Data Window, Data Types, and Aggregation -- Building Visualizations with the Row and Column Shelves -- Number of Records, Measure Values, and Measure Names -- Understanding Color in Icons and Pills -- Using the View Cards to Identify Trends and Outliers -- How the Status Bar Helps You Understand Visualizations -- Saving Time by Using the Show Me Button |
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2. Connecting to Your Data -- How to Connect to Your Data -- Connecting to Desktop Sources -- Connecting to Database Sources -- Connecting to Public Datasources -- What Are Generated Values? -- Measure Names and Measure Values -- Tableau Geocoding -- Number of Records -- Knowing When to Use a Direct Connection or a Data Extract -- The Flexibility of Direct Connections -- The Advantages of a Data Extract -- Using Tableau's File Types Effectively -- Tableau Workbook Files -- Tableau Packaged Workbooks -- Tableau Datasource Files -- Tableau Bookmark Files -- Joining Database Tables with Tableau -- The Default Inner Join -- The Left and Right Join Types -- Customizing Tableau's Join Script -- Blending Different Datasources in a Single Worksheet -- When to Use Blending vs. Joins -- How to Create a Data Blend -- Factors that Affect the Speed of Your Data Connections -- Your Personal Computer -- Your Server Hardware -- The Network -- The Database |
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How to Deal with Data Quality Problems -- Quick Solutions in Tableau -- Correcting Your Source Data -- Note -- 3. Building Your First Visualization -- Fast and Easy Analysis via Show Me -- How Show Me Works -- Chart Types Provided by the Show Me Button -- Text Tables (crosstabs) -- Maps (Symbol and Filled) -- Heat Maps, Highlight Tables, Treemaps -- Bar Chart, Stacked Bar, Side-by-Side Bars -- Line Charts For Time Series Analysis -- Area Fill Charts and Pie Charts -- Scatter Plot, Circle View, and Side-by-Side Circle Plots -- Bullet Graph, Packed Bubble, Histogram, and Gantt Charts -- Trend Lines and Reference Lines -- Adding Trendlines and Reference Lines to Your Charts -- Trend Lines -- Reference Lines -- Why the Concept of Scope is Important -- Changing the Scope of Trend Lines -- Sorting Data in Tableau -- Manual Sorting via Icons -- Calculated Sorts Using the Sort Menu -- Enhancing Views with Filters, Sets, Groups, and Hierarchies |
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Making Hierarchies to Provide Drill-Down Capability -- Creating and Using Filters -- Creating a Filter with the Filter Shelf -- Grouping Dimensions -- How Tableau Uses Date Fields -- Tableau's Date Hierarchy -- Rearranging Time with Tableau -- Creating Customized Date Fields -- Taming Data with Measure Names and Values -- Notes -- 4. Creating Calculations to Enhance Your Data -- What is Aggregation? -- Count Distinct Versus Count -- Median -- Dimension versus Attribute -- What Are Calculated Values and Table Calculations? -- How Do Calculated Values Work? -- How Do Table Calculations Work? -- A Word on Calculations and Cubes -- Using the Calculation Dialog Box to Create Calculated Values -- Field Selection -- Function Selection -- Parameter Selection -- Building Formulas Using Table Calculations -- Editing Table Calculations to Suit Your Purpose -- Understanding Table Calculation Behavior -- Customizing Table Calculations -- Secondary Table Calculations |
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Using Table Calculation Functions -- Adding Flexibility to Calculations with Parameters -- What are Basic Parameters? -- What Are Advanced Parameters? -- Using the Function Reference Appendix -- Notes -- 5. Using Maps to Improve Insight -- Creating a Standard Map View -- How Tableau Geocodes Your Data -- Typical Map Errors and How to Deal With Them -- Plotting Your Own Locations on a Map -- Adding Custom Geocoding to Your Datasource -- Importing Custom Geocoding into Tableau -- Using Custom Geographic Units in a Map -- Replacing Tableau's Standard Maps -- Why Replace Tableau's Standard Maps? -- Replacing Tableau's Standard Maps to Enhance Information -- Using Custom Background Images to Plot Spatial Data -- Why Are Non-Standard Plots Useful? -- The Steps Required to Build a Custom Spatial Plot -- Positioning Marks on a Non-Standard Map -- Publishing Workbooks with Non-Standard Geographies -- Shaping Data to Enable Point-to-Point Mapping |
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Animating Maps Using the Pages Shelf or Slider Filters -- Notes -- 6. Developing an Ad Hoc Analysis Environment -- Generating New Data with Forecasts -- How Tableau Creates Forecasts -- Providing Self-Service Ad Hoc Analysis with Parameters -- What Are Parameters? -- How Can Parameters Be Used? -- Basic Parameter Controls -- Advanced Parameter Controls -- Editing Views in Tableau Server -- Note -- 7. Tips, Tricks, and Timesavers -- Saving Time and Improving Formatting -- Double-Click Fields to Build Faster -- Reduce Clicks using the Right-Mouse Button Drag -- Quick Copy Fields with Control-Drag -- Replace Fields by Dropping the New Field on Top -- Right-Click to Edit or Format Anything -- Editing or Removing Titles from Axis Headings -- Speed Up Your Presentation Page Views -- A Faster Way to Access Field Menu Options -- Improving Appearance to Convey Meaning More Precisely -- Changing the Appearance of Dates -- Formatting Tooltip Content |
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Change the Order of Color Expressed in Charts to Compare Related Values more Easily -- Exposing a Header in a One-Column Crosstab to Add Meaning and Save Space -- Unpacking a Packaged Workbook File (.twbx) -- Make a Parameterized Axis Label -- Using Continuous Quick Filters for Ranges of Values -- Create Your Own Custom Date Hierarchy -- Assemble Your Own Custom Fields -- Let Tableau Build Your Actions -- Formatting Table Calculation Results -- When to Use Floating Objects in Dashboards -- Customizing Shapes, Colors, Fonts, and Images -- Customizing Shapes -- Customizing Colors -- Customizing Fonts -- Customizing Images in Dashboards -- Advanced Chart Types -- Bar in Bar Chart -- Box Plots -- Pareto Charts -- Sparklines -- Bullet Graphs -- 8. Bringing It All Together with Dashboards -- How Dashboard Facilitates Analysis and Understanding -- How Tableau Improves the Dashboard Building Process -- The Wrong Way to Build a Dashboard |
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The Right Way to Build a Dashboard -- Best Practices for Dashboard Building -- Size the Dashboard to Fit the Worst-Case Available Space -- Employ 4-Pane Dashboard Designs -- Use Actions to Filter Instead of Quick Filters -- Build Cascading Dashboard Designs to Improve Load Speeds -- Limit the Use of Color to One Primary Color Scheme -- Use Small Instructions Near the Work to Make Navigation Obvious -- Filter Information Presented in Crosstabs to Provide Relevant Details-on-Demand -- Remove All Non-Data-Ink -- Avoid One-Size-Fits-All Dashboards -- Work to Achieve Dashboard Load Times of Less than Ten Seconds -- Building Your First Advanced Dashboard -- Introducing the Dashboard Worksheet -- Defining the Dashboard Size -- Position the Worksheet Objects in the Dashboard Workspace -- Using Layout Containers to Position Objects -- Positioning and Fitting the Dashboard Objects -- Using Actions to Create Advanced Dashboard Navigation |
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Embedding a Live Website in a Dashboard -- Adding Details on Demand with Tooltips -- Sharing Your Dashboard with Tableau Reader -- Security Considerations for Publishing via Tableau Reader -- Sharing Dashboards with Tableau Online or Tableau Server -- Designing for Mobile Consumption -- The Physics of Mobile Consumption -- Security Considerations for Mobile Consumption -- Typical Mobile Usage Patterns -- Using the Tableau Performance Recorder to Improve Load Speed -- Notes -- pt. II Tableau Server -- 9. Installing Tableau Server -- The Reasons to Deploy Tableau Server -- Data Governance -- Efficiency -- Flexibility -- Licensing Options for Tableau Server and Tableau Online -- Determining Your Hardware and Software Needs -- Determining What Kind of Server License to Purchase -- Tableau Server's Architecture -- Sizing the Server Hardware -- Environmental Factors That Can Affect Performance -- Configuring Tableau Server for the First Time |
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General: Server Run As User -- General: User Authentication and Active Directory -- Setting-up Security Rights -- Enabling Row-Level Security via Filters -- When and How to Deploy Server on Multiple Physical Machines -- Deploying Tableau Server in High Availability Environments -- The Three Node Cluster -- The Four Node Cluster -- Leverage Existing Security with Trusted Authentication -- Deploying Tableau Server in Multi-National Entities -- Using Performance Recorder to Improve Performance -- Timeline Gantt Chart -- The Events Sorted by Time -- Query Text -- Performance-tuning Tactics -- Managing Tableau Server in the Cloud -- What Does it Mean to be in the Cloud? -- Tableau's Cloud-Based Versions of Server -- Putting Tableau Server In The Cloud -- Monitoring Activity on Tableau Server -- The Status Section -- The Analysis Section -- The Activities Section -- The Settings Section -- Notes |
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10. Using Tableau Server to Facilitate Fact-Based Team Collaboration -- Publishing Dashboards in Tableau Server -- Project -- Name -- Tags -- View Permissions -- Views to Share -- Options -- Organizing Reports for Consumption -- Adding Tags to Workbooks -- Creating a Favorite -- Options for Securing Reports -- The Application Layer -- Defining Custom Roles -- A Permission-Setting Example -- Improve Efficiency with the Data Server -- Incremental Updates -- Consuming Information in Tableau Server -- Finding Information -- Sharing Comments and Views -- Customized Views -- Authoring and Editing Reports via Server -- What Is Required to Author Reports on the Web? -- Server Design and Usage Considerations Related to Web and Tablet Authoring -- Differences between Desktop and Web or Tablet Authoring -- Saving and Exporting via the Web-Tablet Environment -- Recommendations for Implementing Web-Tablet Authoring |
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Sharing Connections, Data Models, and Data Extracts -- Offering a Common Data Library -- Sharing Data Models -- Inheritance of Updates -- Embedding Tableau Reports Securely on the Web -- When to Embed a Dashboard -- How to Embed a Dashboard -- Tips and Tricks for Embedding Dashboards -- Using Subscriptions to Deliver Reports via E-mail -- Administrators Subscription Management -- Creating Subscription Schedules -- Notes -- 11. Automating Server with Tableau's Command Line Tools -- What do tabcmd and tabadmin do? -- Installing the Command Line Tools -- Setting the Windows Path -- What Kinds of Tasks Can Be Done with Tabcmd? -- Learning to Leverage Tabcmd -- Manually Entering and Running a Script in Tabcmd -- Running Tabcmd Scripts Via Batch Files -- Common Use Cases for Tabcmd -- Retrieving Forecast Data from Workbooks -- Manage Data Governance Via Tabcmd -- Using Tabadmin for Administrative Task Automation -- Starting Tableau Server |
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pt. III Case Studies -- 12. Use Cases for Rapid-Fire Visual Analytics -- Rapid-Fire Analysis at a Public Utility -- Aggregating Disparate Datasources at a Large University -- Getting Started with Tableau -- Prototype Report Development -- Leveraging Tableau Further -- Tepper's Outcome and Example Dashboards -- Analysis in a Major Railway Logistics Team -- Modalgistics Does Transportation Research -- How Modalgistics Uses Tableau -- The Outcome for Modalgistics -- Quality Metrics in a Hospital -- Obamacare and Medicare Reimbursements -- How Tableau Was Used to Analyze VBP -- Southern Maine's Outcome -- Planning for a Successful Tableau Deployment at ACT -- Value Drivers for ACT -- Building User Base Interest and Skill -- A Properly Staged Evaluation and Roll Out -- How ACT Uses Tableau -- Ensuring Sustainability -- Employing Visual Analytics to Aid Succession Planning -- A Framework for Spurring Effective Conversation and Action |
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Providing Progressive Information for Succession Planning -- pt. IV Appendices -- A. Understanding and Using Tableau Functions -- B. Tableau Data Shaper Excel Plug-In -- C. InterWorks Book Website -- D. Glossary. |
| Summary |
Annotation Best practices and step-by-step instructions for using the Tableau Software toolsetAlthough the Tableau Desktop interface is relatively intuitive, this book goes beyond the simple mechanics of the interface to show best practices for creating effective visualizations for specific business intelligence objectives. It illustrates little-known features and techniques for getting the most from the Tableau toolset, supporting the needs of the business analysts who use the product as well as the data and IT managers who support it. This comprehensive guide covers the core feature set for data analytics, illustrating best practices for creating and sharing specific types of dynamic data visualizations. Featuring a helpful full-color layout, the book covers analyzing data with Tableau Desktop, sharing information with Tableau Server, understanding Tableau functions and calculations, and Use Cases for Tableau Software. Includes little-known, as well as more advanced features and techniques, using detailed, real-world case studies that the author has developed as part of his consulting and training practiceExplains why and how Tableau differs from traditional business information analysis toolsShows you how to deploy dashboards and visualizations throughout the enterpriseProvides a detailed reference resource that is aimed at users of all skill levelsDepicts ways to leverage Tableau across the value chain in the enterprise through case studies that target common business requirementsEndorsed by Tableau SoftwareTableau Your Data shows you how to build dynamic, best-of-breed visualizations using the Tableau Software toolset. |
| Subject |
Information visualization -- Computer programs.
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Business intelligence.
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Visualisation de l'information -- Logiciels. |
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Information visualization -- Computer programs |
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Business intelligence |
| Added Author |
InterWorks, Inc.
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| Other Form: |
Print version: Murray, Daniel G. Tableau your data! Indianapolis, IN : John Wiley & Sons, [2013] 9781118612040 (OCoLC)856192661 |
| ISBN |
1118612043 |
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9781118612040 |
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