Tableau 9: The Official Guide
1st Edition
Published on 22. October 2015
352 pages
978-1-259-64053-7 (ISBN)
Description
Publisher's Note: Products purchased from Third Party sellers are not guaranteed by the publisher for quality, authenticity, or access to any online entitlements included with the product.Master the powerful tools and features of Tableau 9Deliver meaningful BI visualizations and real-time dashboards to users across your organization quickly and easily. Written by an experienced author and certified trainer, Tableau 9: The Official Guide offers step-by-step instruction, best practices, examples, and downloadable video tutorials. See how to get up-and-running on Tableau, load data, drag and drop components, add graphics and maps, create complex calculations, and distribute dynamic dashboards and stories. This practical book teaches how to work with Tableau Server, write custom programs, and publish your results to the Web. Connect to data from different systems, spreadsheets, and databases Use pre-defined visualizations, sample workbooks, and Show Me Analyze with graphs, charts, tables, and statistics Create advanced calculations, including new level of detail expressions
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Content
- Cover
- Title Page
- Copyright Page
- About the Author
- Contents at a Glance
- Contents
- Acknowledgments
- Introduction
- Tableau Desktop: Windows and Mac
- Chapter 1: Introduction to Tableau 9
- What Is Tableau?
- Opening Existing Workbooks
- Creating New Workbooks
- Tableau User Interface
- The Data Pane
- Shelves and Cards
- Basic Tableau Design Flow
- Chapter 2: Basic Visualization Design
- Using Show Me
- Choosing Mark Types
- Color, Size, Shape, and Label Options
- Choosing Color Options
- Setting Mark Size
- Choosing Shapes
- Text Tables and Mark Labels
- Formatting Options
- Evaluating Multiple Measures
- Shared Axis Charts
- Measure Names and Measure Values
- Dual Axis Charts
- Chapter 3: Connecting to Data
- Connecting to Various Data Sources
- The Data Source Page
- Customizing Your View of the Data
- Changing Data Type
- Modifying Dimension/Measure Assignment
- Hiding, Renaming, and Combining Fields
- Splitting Fields
- Changing the Default Field Appearance
- Organizing Dimensions in Hierarchies
- Using Table or Folder View
- Saving and Sharing Metadata
- Extracting Data
- Data Blending
- Moving from Test to Production Databases
- Chapter 4: Top 10 Chart Types
- Bar Chart
- Line/Area Chart
- Pie Chart
- Text Table/Crosstab
- Scatter Plot
- Bubble Chart
- Bullet Graph
- Box Plot
- Tree Map
- Word Cloud
- Chapter 5: Interacting with the Viewer
- Filtering Data
- Include or Exclude from the Worksheet
- Basic Filtering
- Quick Filters
- Parameters
- Creating a Parameter
- Displaying a Parameter
- Using a Parameter in a Worksheet
- Worksheet Actions
- Filter Actions
- Highlight Actions
- URL Actions
- Chapter 6: Advanced Charting, Calculations, and Statistics
- Grouping Dimensions
- Visual Grouping
- Saving and Reusing Sets
- Saving Filters as Sets
- Creating Binned Fields
- Calculated Fields
- Ad Hoc Calculations
- The Calculation Editor
- Types of Calculated Fields
- Numeric Calculations
- String Manipulation
- Date Calculations
- Logic Constructs
- Level of Detail Expressions
- LOD Expression Scope Keywords
- Table Calculations
- Statistical Analysis
- The Analytics Pane
- Instant Analytics
- Reference Lines, Bands, and Distribution
- Trend Lines
- Forecasting
- Chapter 7: Tableau Maps
- Geocoded Fields
- Geographic Hierarchies and Ambiguity
- Custom Geocoding
- Background Maps and Layers
- Navigating Maps and Selecting Marks
- Map Options
- Web Map Services
- Mapping and Mark Types
- Custom Background Images
- Generating Your Own Coordinate System
- Adding a Custom Background Image
- Chapter 8: Creating Dashboards and Stories
- Creating a Simple Dashboard
- Setting Dashboard Size
- Adding Sheets
- Associated Worksheet Elements
- Supplementary Dashboard Features
- Layout Container
- Blank
- Text
- Image
- Web Page
- Setting Dashboard and Element Sizes
- Dashboard Actions
- Highlight Action
- Filter Action
- URL Action
- Creating Stories
- Setting Story Size
- Adding Sheets and Dashboards
- Formatting Stories
- Chapter 9: Working with Tableau Server
- Exporting Worksheets and Dashboards
- Printing to PDF Format
- Exporting Worksheet Data
- Exporting Worksheet Images
- Exporting Dashboard Images
- Using Tableau Reader
- Tableau Public and Online
- Tableau Public
- Tableau Online
- Using Tableau Server
- Viewing Content
- Publishing Content
- Editing Content
- Creating New Content
- Managing Tableau Server
- Creating Sites
- Creating and Grouping Users
- Projects
- Permissions
- Schedules
- Command-Line Options
- Chapter 10: Custom Programming Tableau and Tableau Server
- JavaScript API
- Accessing and Initializing the JavaScript API
- Navigating Multiple Sheets in a Workbook
- Supplying Values to Parameters
- Changing Filters
- Trapping Events
- REST API
- Sign In to Tableau Server and Retrieve Authentication Token
- Add New User Account
- Retrieve the List of Workbooks and Obtain a Workbook Identifier
- Set Permissions
- Sign Out of Tableau Server
- Tableau Data Extract API
- Open the .TDE and .CSV Files
- Define the Schema
- Cycle Through the .CSV File and Add Rows to the .TDE File
- Close the .TDE File
- Index
