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Tableau Your Data!Fast andEasy Visual Analysiswith Tableau Software Daniel G.Murrayandthe InterWorks Bl TeamWiley
ContentsPart I1ForewordxixIntroductionxxiDesktop1Creating Visual Analytics with Tableau Desktop3TheShortcomingsof Traditional InformationThe Business Case for VisualAnalysis4Analysis4Three Kinds of Data that Exist in5How Visual5Every Entity.Analytics Improves Decision-MakingTurning Data into Information with VisualThe Tableau nd Tableau Reader.the TableautheAnalytics8Desktop WorkspaceWorkspace14ControlsThe Start Page and Data74EffectivelyConnection Page74What You Need to Know about the MenuLeveraging18Toolbar IconsThe Data Window, Data20Types, and Aggregation22Building Visualizations with the Row andColumn Shelves25Number of Records, Measure Values, and Measure Names .26Understanding Color in Icons and PillsUsing the View Cards to Identify Trends and OutliersHow the Status Bar Helps You Understand VisualizationsSavingNotesTimeby Usingthe Show Me Button2728.303733
Connectingto Your Data35How to Connect to Your Data35Sources36ConnectingDesktopConnecting to Database SourcesConnecting to Public Datasourcesto3738What Are Generated Values?39Measure Names and Measure ValuesTableau40Geocoding41Number of Records42KnowingTheWhen to UseaDirect Connectionor a DataExtract. 43Flexibility of Direct Connections44Tableau Workbook Files45Tableau46PackagedWorkbooks45Tableau Datasource Files46Tableau Bookmark Files47JoiningDatabase Tables with Tableau47The Default Inner Join49The Left and50Right Join TypesCustomizing Tableau's Join ScriptBlending Different Datasources in a Single WorksheetWhen to UseHow toBlendingCreateavs.Joins515454Data Blend54Factors that Affect the Speed of Your Data Connections59Your Personal Computer59Your Server Hardware60The Network61The Database61HowtoDeal with Data Quality Problems61Quick Solutions in Tableau62Correcting63Your Source DataNoteBuilding43Advantages of a Data ExtractUsing Tableau's File Types EffectivelyThe63Your First VisualizationFast andEasy Analysis65via Show Me65How Show Me WorksChartTypesText TablesProvided by the Show(crosstabs)66Me ButtonMaps (Symbol and Filled)Heat Maps, Highlight Tables, TreemapsBar Chart, Stacked Bar, Side-by-Side Bars6767686969
CONTENTSLine Charts For Time SeriesAnalysis70Area Fill Charts and Pie ChartsScatterBulletPlot,71Side-by-Side CircleGraph, Packed Bubble, Histogram, andGanttCircle View, andPlotsCharts72Trend Lines and Reference LinesAdding74Trendlines and Reference Lines to Your ChartsTrend Lines76theof Scope isWhyConceptImportantChanging the Scope of Trend LinesData in TableauManual7676Reference LinesSorting727981via IconsSortingCalculated Sorts7881the Sort Menu83UsingFilters, Sets, Groups, and Hierarchies—8484Making Hierarchies to Provide Drill-Down Capability86Creating and Using Filters86Creating a Filter with the Filter ShelfEnhancingViews withGroupingDimensions90How Tableau Uses Date FieldsTableau's Date97Hierarchy99Time with TableauRearrangingCreating Customized Date FieldsTaming Data with Measure Names100101and ValuesNotes4Creating702107Calculations to Enhance Your DataWhat is Aggregation?109110Count Distinct Versus Count110MedianIllDimension versus Attribute111What Are Calculated Values and Table Calculations?112How Do Calculated Values Work?113How Do Table Calculations Work?114A Word775UsingonCalculations and Cubesthe CalculationDialogBox toCreateCalculated Values115Field Selection777Function Selection777Parameter SelectionBuilding Formulas Using Table CalculationsEditing Table Calculations to Suit Your PurposeUnderstandingTable Calculation Behavior777118120722XI
xiiCONTENTSCustomizing Table CalculationsSecondary Table Calculations123Using Table Calculation FunctionsAdding Flexibility to Calculations with128Whatare125Parameters129Basic Parameters?130What Are Advanced Parameters?Usingthe Function Reference132135AppendixNotes5136Using MapsImprove InsighttoCreatingStandardaMap137View138How Tableau Geocodes Your Data140Typical Map Errors and How to Deal With ThemPlotting Your Own Locations on a MapAdding Custom Geocoding to Your DatasourceImporting Custom Geocoding intoUsing Custom Geographic Units in742144744Tableaua745746MapTableau's Standard149ReplacingMapsWhy Replace Tableau's Standard Maps?Replacing Tableau's Standard Maps to749Enhance Information750Using Custom Background Imagesto PlotSpatialWhy Are Non-Standard Plots Useful?The Steps Required to Build a Custom SpatialPositioning Markson a152Data752Plot752Non-Standard MapPublishing Workbooks with Non-Standard GeographiesShaping Data to Enable Point-to-Point Mapping753.156157Animating Maps Using the Pages ShelforSlider Filters159160NotesSDevelopinganGeneratingAd HocAnalysisEnvironmentNew Data with Forecasts162How Tableau Creates ForecastsProviding Self-ServiceAd HocAnalysis161762with Parameters166What Are Parameters?767How Can Parameters Be Used?.767Basic Parameter Controls767Advanced Parameter Controls777EditingNoteViews in Tableau Server175176
CONTENTS7Tips, Tricks,and Timesavers177Saving Time and Improving Formatting177Double-Click Fields to Build FasterReduce Clicks using theRight-Mouse Button777Drag179Quick Copy Fields with Control-Drag779Replace Fields by Dropping the New Field on TopRight-Click to Edit or Format AnythingEditing or Removing Titles from Axis Headings780Speed Up Your Presentation Page ViewsA Faster Way to Access Field Menu OptionsImproving Appearance to Convey Meaning782783MorePreciselyChanging the Appearance of Dates184784ContentFormatting TooltipChange the Order of Color Expressed in ChartsCompare Related Values more EasilyExposing aHeader ina787787785to785One-Column Crosstab toAddMeaning and Save SpaceUnpacking a Packaged WorkbookFile (.twbx)786787MakeaParameterizedAxis Label787UsingContinuous Quick Filters for788Create Your Own Custom DateRanges of ValuesHierarchy789Assemble Your Own Custom Fields790Let Tableau Build Your Actions797Formatting Table CalculationResults792Whenin Dashboards795to UseFloating ObjectsCustomizing Shapes, Colors,Fonts, and ImagesCustomizing ShapesCustomizing ColorsCustomizing FontsCustomizing Images in DashboardsAdvanced Chart Types196796798799200201Bar in Bar Chart207Box Plots202Pareto Charts204Sparklines207Bullet208GraphsXIII
BringingIt AllTogether withDashboardsHow Dashboard FacilitatesHow TableauImprovesWayandthe DashboardThe Wrong Way to BuildThe RightAnalysisa211211UnderstandingBuilding Process212Dashboard213to Build a DashboardBest Practices for Dashboard215216BuildingSize the Dashboard to Fit the Worst-Case Available SpaceEmploy 4-Pane Dashboard.277DesignsUse Actions to Filter Instead of Quick FiltersBuild Cascading Dashboard DesignsImproveLoad216278to279SpeedsLimit the Use of Color to OnePrimaryColor Scheme279Use Small Instructions Near the Work to MakeNavigationObvious220Filter Information Presented in CrosstabstoProvideRelevant Details-on-Demand227Remove All Non-Data-Ink223Avoid One-Size-Fits-All Dashboards223Work to Achieve Dashboard Load Times of Lessthan Ten Seconds223Your First Advanced DashboardBuildingIntroducing224the Dashboard Worksheet224Defining the Dashboard SizePosition the WorksheetObjects in227the DashboardWorkspace227Using Layout Containers to Position ObjectsPositioning and Fitting the Dashboard ObjectsActions to Create Advanced DashboardUsingEmbedding a Live Website in a Dashboard.Adding Details on Demand with TooltipsNavigationSharing Your Dashboard with Tableau ReaderSecurity ConsiderationsforPublishingDashboards with Tableau Online267268268Security Considerations for Mobile ConsumptionUsage PatternsTypicalUsing the Tableau Performance RecorderNotes262266266Tableau ServerLoad Speed245254orDesigning for Mobile ConsumptionThe Physics of Mobile ConsumptionMobile234.viaTableau Reader.Sharing237269269toImprove278279
CONTENTSPart II9Tableau ServerInstalling281Tableau ServerThe ReasonstoDeploy283Tableau Server284Data Governance284Efficiency284Flexibility285Licensing Options for Tableau Server and Tableau Online286Determining Your Hardware and Software NeedsDetermining What Kind of Server License to Purchase286Tableau Server's ArchitectureSizingthe Server Hardware289Environmental Factors That Can Affect PerformanceConfiguring Tableau287288Server for the First Time290291General: Server Run As User29?General: User Authentication and Active Directory292Setting-up Security Rights294EnablingRow-LevelWhen and How toSecurity via FiltersDeploy Server on MultiplePhysical MachinesDeploying300Tableau Server in HighAvailabilityEnvironments301The Three Node Cluster307The Four Node Cluster302with Trusted AuthenticationLeverage Existing SecurityDeploying Tableau Server inMulti-National EntitiesUsing296Performance Recorder to303306ImprovePerformance307Timeline Gantt Chart308The Events Sorted by Time309Query TextPerformance-tuning Tactics309Managing Tableau Server in the Cloudl/l/hat Does it Mean to be in the Cloud?309311377Tableau's Cloud-Based Versions of Server311Putting Tableau Server In The Cloud312Monitoring Activity onTableau ServerThe Status SectionTheAnalysisSection313314314The Activities Section314The Settings Section375Notes315XV
Using TableauTeamFacilitate Fact-BasedServer toCollaboration317Publishing Dashboardsin Tableau Server317Project319Name319Tags319View Permissions379Views to Share320OptionsOrganizing Reports for ConsumptionAdding Tags to Workbooks320Creating a FavoriteOptions for Securing Reports323321322325Application Layer.325Defining Custom Roles326TheAPermission-Setting Example328with the Data Server330Improve EfficiencyIncremental UpdatesConsuming InformationFinding Information335in Tableau Server335336Sharing Comments andViews338Customized Views339Authoring and Editing Reports via ServerWhat Is Requiredto AuthorServer Design andUsageReports340the Web?onWeb and Tablet Authoring.Differences betweenDesktop341and WeborTabletAuthoring341Saving and Exportingvia the Web-Tablet EnvironmentRecommendations forImplementingWeb-Tablet AuthoringSharing Connections,EmbeddingWhen to EmbedHow to Embedaa348349Securelyonthe WebDashboardDashboardTips and Tricks for Embedding DashboardsUsing Subscriptions to Deliver Reports via E-mailAdministrators SubscriptionManagementCreating Subscription SchedulesNotes348348UpdatesTableau Reports346347Data Models, and Data ExtractsOffering a Common Data LibrarySharing Data ModelsInheritance of340Considerations Related to349349350352354355355356
CONTENTS11Server with Tableau's Command Line ToolsAutomating357What do tabcmd and tabadmin do?Installing357the Command Line ToolsSetting358the Windows Path360What Kinds of Tasks Can BeDone with Tabcmd?361Learning to Leverage TabcmdManually Entering and RunningRunningTabcmd362ScriptainTabcmd.363Via Batch FilesScripts364Common Use Cases for Tabcmd368Retrieving Forecast Data from Workbooks368Data Governance Via TabcmdManageUsing Tabadmin for AdministrativeStarting Tableau ServerPart III12368Task Automation368369Case Studies371Use Cases forRapid-FireRapid-Fire AnalysisVisualAnalyticsat a Public373UtilityDatasources atAggregating DisparateGetting Started with373aLarge University375Tableau375375Prototype Report DevelopmentLeveraging Tableau FurtherTepper's Outcome and Example DashboardsAnalysis in a Major Railway Logistics TeamModalgistics Does TransportationHow Modalgistics Uses Tableau376376378Research379379The Outcome for ModalgisticsQualityMetrics ina381382HospitalObamacare and Medicare Reimbursements382How Tableau Was Used to383AnalyzeVBPSouthern Maine's OutcomePlanningfora386Successful Tableau Deployment at ACT386Value Drivers for ACT386User Base Interest and SkillBuildingA Properly Staged Evaluation and Roll Out.387How ACT Uses Tableau388Ensuring SustainabilityEmploying Visual Analytics toA Framework for387388Aid Succession389PlanningSpurring Effective Conversationand ActionProviding Progressive Information for Succession Planning389.390XVII
CONTENTS XIII 7 Tips,Tricks,andTimesavers 177 Saving Time and Improving Formatting 177 Double-ClickFieldstoBuild Faster 777 ReduceClicks usingthe Right-MouseButtonDrag 179 QuickCopyFields withControl-Drag 779 ReplaceFields byDroppingthe NewFieldonTop 780 Right-Clickto EditorFormatAnything 787 Editing orRemovingTitles fromAxis Headings 787
