By Arshad Khan
Learn the right way to create strong info visualizations simply and quick. You will advance reviews and queries, and practice facts analysis.
Jumpstart Tableau covers the elemental reporting and research services that the majority BI clients practice of their day by day paintings. those comprise connecting to a knowledge resource, operating with dimensions and measures, constructing stories and charts, saving workbooks, filtering, swapping, sorting, formatting, grouping, developing hierarchies, forecasting, exporting, dispensing, as good constructing numerous chart types.
Each workout in Jumpstart Tableau provides screenshots that disguise each step from begin to end. The workouts are in keeping with a entire pattern Excel-based information resource that Tableau software program (version nine) has supplied, which makes it really easy to replicate the routines at the actual software program.
This publication teaches you to:
- Execute each one functionality in a step by step manner
- Work as much as extra complex and complicated Tableau functionality
- Integrate person improvement of content material, resembling tables/charts and visualizations., onto a dashboard for an efficient presentation
- Connect to information sources
- Develop reports
- Create visualizations
- Perform research capabilities (e.g., filtering, drilldown, sorting, grouping, forecasting, etc.)
- Save visualizations in several codecs and distribute them
- Develop dashboards and their content
Who This publication Is For
Novice Tableau clients, BI finish clients, in addition to builders and company analysts. additionally, scholars in collage classes on dashboards and knowledge visualization in addition to BI and information research can quick wake up to hurry with Tableau instruments and use them for enforcing the hands-on tasks linked to those courses.
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Extra info for Jumpstart Tableau: A Step-By-Step Guide to Better Data Visualization
Dashboard menu tree 33 CHAPTER 3 ■ EXPLORING THE TABLEAU INTERFACE Figure 3-7 displays the menu tree when the Analysis option is selected on the menu bar. Figure 3-7. Analysis menu tree 34 CHAPTER 3 ■ EXPLORING THE TABLEAU INTERFACE Figure 3-8 displays the menu tree when the Format option is selected on the menu bar. Figure 3-8. Format menu tree The following should be noted: • Tableau does not save a worksheet automatically; hence, you must save your work before exiting • Buttons are contextual; hence, the functions available depend on what is going on in the sheet 35 CHAPTER 3 ■ EXPLORING THE TABLEAU INTERFACE To undo or reverse an action, use the Back arrow.
Figure 2-6. Selecting Extract mode To switch to Live mode: • Click the Live radio button, as shown in Figure 2-6 To access the worksheet: • 16 Click the Worksheet tab (Sheet 1), as shown in Figure 2-6, which leads to the worksheet displayed in Figure 2-7 CHAPTER 2 ■ CONNECTING TO TWO DATA SOURCES Figure 2-7. Going back to the data source in data connection window If you are working with a worksheet and need to go back to the data source: • Click the Data Source tab, as shown in Figure 2-7, which opens the data source window Additional data sources can be added to an existing data source.
Figure 5-1 displays a view based on category, region, and sales. Figure 5-1. View based on two dimensions and one measure • Click File on the menu bar, as shown in Figure 5-1, which pops up the menu tree displayed in Figure 5-2 © Arshad Khan 2016 A. 1007/978-1-4842-1934-8_5 47 CHAPTER 5 ■ SAVING TABLEAU WORKBOOK AND TABLEAU PACKAGED WORKBOOK Figure 5-2. File menu tree • 48 Click the Save As menu tree item, as shown in Figure 5-2, which leads to the Save As window displayed in Figure 5-3 CHAPTER 5 ■ SAVING TABLEAU WORKBOOK AND TABLEAU PACKAGED WORKBOOK Figure 5-3.