Tableau 2019.x Cookbook: Over 115 recipes to build end-to-end analytical solutions using Tableau
By Dmitry Anoshin, Teodora Matic, Slaven Bogdanovic and
()
About this ebook
Perform advanced dashboard, visualization, and analytical techniques with Tableau Desktop, Tableau Prep, and Tableau Server
Key Features
- Unique problem-solution approach to aid effective business decision-making
- Create interactive dashboards and implement powerful business intelligence solutions
- Includes best practices on using Tableau with modern cloud analytics services
Book Description
Tableau has been one of the most popular business intelligence solutions in recent times, thanks to its powerful and interactive data visualization capabilities. Tableau 2019.x Cookbook is full of useful recipes from industry experts, who will help you master Tableau skills and learn each aspect of Tableau's ecosystem.
This book is enriched with features such as Tableau extracts, Tableau advanced calculations, geospatial analysis, and building dashboards. It will guide you with exciting data manipulation, storytelling, advanced filtering, expert visualization, and forecasting techniques using real-world examples. From basic functionalities of Tableau to complex deployment on Linux, you will cover it all. Moreover, you will learn advanced features of Tableau using R, Python, and various APIs. You will learn how to prepare data for analysis using the latest Tableau Prep. In the concluding chapters, you will learn how Tableau fits the modern world of analytics and works with modern data platforms such as Snowflake and Redshift. In addition, you will learn about the best practices of integrating Tableau with ETL using Matillion ETL.
By the end of the book, you will be ready to tackle business intelligence challenges using Tableau's features.
What you will learn
- Understand the basic and advanced skills of Tableau Desktop
- Implement best practices of visualization, dashboard, and storytelling
- Learn advanced analytics with the use of build in statistics
- Deploy the multi-node server on Linux and Windows
- Use Tableau with big data sources such as Hadoop, Athena, and Spectrum
- Cover Tableau built-in functions for forecasting using R packages
- Combine, shape, and clean data for analysis using Tableau Prep
- Extend Tableau's functionalities with REST API and R/Python
Who this book is for
Tableau 2019.x Cookbook is for data analysts, data engineers, BI developers, and users who are looking for quick solutions to common and not-so-common problems faced while using Tableau products. Put each recipe into practice by bringing the latest offerings of Tableau 2019.x to solve real-world analytics and business intelligence challenges. Some understanding of BI concepts and Tableau is required.
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Tableau 2019.x Cookbook - Dmitry Anoshin
Tableau 2019.x Cookbook
Over 115 recipes to build end-to-end analytical solutions using Tableau
Dmitry Anoshin
Teodora Matic
Slaven Bogdanovic
Tania Lincoln
Dmitrii Shirokov
BIRMINGHAM - MUMBAI
Tableau 2019.x Cookbook
Copyright © 2019 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
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First published: January 2019
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ISBN 978-1-78953-338-5
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Foreword
This book is different from most Tableau books. Previuosly, Tableau books tried to cover the default Tableau functionality with simple examples, or covered the principles of data visualization. This book focuses on end-to-end BI solutions based on Tableau. It includes Tableau Server, both on Linux and Windows; a new tool for data preparation, Tableau Prep; complex use cases with the Tableau REST API, and more. Moreover, this book goes beyond Tableau use cases and covers BI solutions in general and explains the concepts of integration between ETL based on Matillion and BI. Finally, you will learn about working with big data and modern data platforms such as Redshift and Snowflake.
Thank you to my beautiful wife, Svetlana, who supports me during my professional journey and always has a positive attitude. In addition, I want to hug my kids, Vasily, Anna, and Michael and hope one day they will be proud of their dad who planted trees in the backyard and wrote a couple of books. PS for sure, we will go on vacation soon and have some fun together!
—Dmitry Anoshin
To our baby, with love. We had a great time writing this book and waiting for you!
—Teodora and Slaven
Thank you Justin and Sydney for your support. I owe you some nice dinners and playground time! Appreciations to my fellow co-authors for giving me this opportunity.
—Tania Lincoln
Contributors
About the authors
Dmitry Anoshin is an expert in analytics with 10 years of experience. He started using Tableau as primary BI tool in 2011 as a BI consultant at Teradata. He is certified with both Tableau Desktop and Server. He leads probably the biggest Tableau user community, with more than 2,000 active users. This community has 2-3 Tableau talks every month led by top Tableau experts, Tableau Zen Masters, Viz Champions, and so on. In addition, Dmitry has previously written three books with Packt and reviewed more than seven books. Finally, he is an active speaker at data conferences and helps people to adopt cloud analytics.
Teodora Matic is a data analyst with a strong background in statistics and more than 5 years of experience in data analytics and reporting. She has been using Tableau since 2014. She has been working as a project manager and data analyst for leading market research companies, such as Ipsos and EyeSee Research, levering the power of Tableau to bring business insights to clients. She currently does data analysis and reporting at the International Committee of the Red Cross.
Slaven Bogdanovic has more than 10 years of experience in data analysis and reporting within both business and academia. His expertise covers complex statistical analysis and insight communication. He has been using Tableau since 2013. Currently, he works as a BI/big data developer at NCR Corporation. Previously, he was a senior research executive at Ipsos. Also, Slaven is a PhD candidate and a member of the Laboratory for Research of Individual Differences at the University of Belgrade. In addition, Slaven is the author of six articles published in academic and professional journals.
Tania Lincoln has over 12 years of development experience in BI and data analytics domain. She has a strong SQL, visualization, and analytics skill set, and has demonstrated the ability to mentor others on new technologies and process improvements. She is also experienced in taking a product from inception to launch and managing post-launch growth.
Dmitrii Shirokov has over 11 years of design and development of data-driven solutions. He has been using Tableau since 2011 in the majority of analytics projects. His expertise covers building data warehouses and sophisticated analytical solutions. Currently, he works as a solutions architect at Rock Your Data consulting company. Previously, he was a big data architect at Sberbank and also worked as a professional service consultant at Teradata.
About the reviewers
Shweta Savale is the cofounder and head of client engagements at Syvylyze (pronounced civilize) Analytics. Being one of the leading experts on Tableau, she has translated her expertise to successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has successfully trained over 2,200 participants across 150+ companies on Tableau, and is also an empaneled trainer for Tableau APAC and conducts public and private Tableau training across Singapore, Malaysia, Hong Kong, Thailand, Australia, and India.
In addition to being an entrepreneur and trainer, she has also authored Tableau Cookbook – Recipes of Data Visualization, published by Packt Publishing, UK.
Lana Anoshina is mom of three kids and she enjoys working with data and solving complex business issues with data visualization. She enjoys driving her Audi on West Coast and spending quality time with her family near the ocean.
Dave Dwyer has a BS in Information Systems from RIT (Rochester Institute of Technology), MBA from Drexel University, certified Six Sigma Black Belt and PMP. In his 20+ years as an IT professional, he has worked in a wide range of technical and leadership roles, in companies ranging from startups to Fortune 100 enterprises. A chance introduction to reporting and analytics 10 years ago hooked him and he never left. Dave feels the data science landscape of analytics, visualization, big data, and machine learning will drive more real changes in business over the next 10 years than any other area.
Manideep Bhattacharyya is a Tableau enthusiast and Tableau certified professional with more than 16 years of industry experience. He graduated from science college Calcutta in 2003. He started his career at IBM as a Siebel certified professional and worked for 7 years and contributed to many global multinational projects across the world. Later on, he joined an Indian conglomerate and implemented Tableau with a large-scale multi-billion row dataset, and set a new standard for data discovery and visualization for CXOs and top management.
Packt is searching for authors like you
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Table of Contents
Title Page
Copyright and Credits
Tableau 2019.x Cookbook
About Packt
Why subscribe?
Packt.com
Foreword
Dedication
Contributors
About the authors
About the reviewers
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Download the color images
Conventions used
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Get in touch
Reviews
Getting Started with Tableau Software
Technical requirements
Introduction to Tableau
Connecting to the data
Getting ready
How to do it…
How it works...
There's more…
See also
Building a bar chart using Show Me
Getting ready
How to do it…
Creating a chart using Show Me
Sorting the chart
How it works...
There's more…
See also
Building a text table
Getting ready
How to do it…
How it works...
There's more…
See also
Adding filters
Getting ready
How to do it…
How it works...
There's more…
See also
Adding color
Getting ready
How to do it…
How it works...
There's more…
See also
Building a tree map
Getting ready
How to do it...
How it works...
There's more…
See also
Building a map
Getting ready
How to do it…
Creating a map with circles
Creating a map with a color gradient
How it works...
There's more…
See also
Building a dual-axis map
Getting ready
How to do it…
How it works...
There's more…
See also
Customizing tooltips
Getting ready
How to do it…
How it works...
There's more…
See also
Data Manipulation
Technical requirements
Introduction
Joining data sources
Getting ready
How to do it…
How it works...
There's more…
See also
Adding a secondary data source
Getting ready
How to do it…
How it works...
There's more…
See also
Data blending
Getting ready
How to do it…
How it works...
There's more…
See also
Data union
Getting ready
How to do it…
How it works...
There's more…
See also
Using Tableau Pivot
Getting ready
How to do it…
How it works...
There's more…
See also
Preparing data
Getting ready
How to do it…
Splitting fields
Converting measures into dimensions
Renaming fields
Adding aliases
How it works...
There's more…
See also
Tableau Extracts
Introduction
Overview of different file formats in Tableau
How to do it...
Tableau Workbook (TWB)
Tableau Packaged Workbook
Tableau Bookmark
Tableau Data Extract
Hyper
How it works...
Tableau Workbook
Tableau Packaged Workbook (TWBX)
Tableau Bookmark (TBM)
Creating a data source extract
Getting ready
How to do it...
Connecting to data
Creating an extract
Optional settings for extracts
How it works...
There's more...
See also
Configuring an incremental extract
Getting ready
How to do it...
How it works...
There's more...
See also
Upgrading to Hyper
Getting ready
How to do it...
How it works...
See also
Creating extracts using cross-database joins
Getting ready
How to do it...
How it works...
See also
Troubleshooting extracts with Tableau Server
Getting ready
How to do it...
How it works...
There's more...
See also
Tableau Desktop Advanced Calculations
Technical requirements
Introduction
Creating calculated fields
Getting ready
How to do it…
How it works...
There's more…
See also
Implementing quick table calculations
Getting ready
How to do it…
How it works...
There's more…
See also
Creating and using groups
Getting ready
How to do it…
How it works...
There's more…
See also
Creating and using sets
Getting ready
How to do it…
How it works...
There's more…
See also
Creating and using parameters
Getting ready
How to do it…
How it works...
There's more…
See also
Implementing the basics of level of detail expressions
Getting ready
How to do it…
How it works...
There's more…
See also
Using custom geocoding
Getting ready
How to do it…
How it works...
There's more…
See also
Using polygons for analytics
Getting ready
How to do it…
How it works...
There's more…
See also
Tableau Desktop Advanced Filtering
Technical requirements
Introduction
Implementing a top N filter
Getting ready
How to do it…
How it works...
There's more…
See also
Adding filters to context
Getting ready
How to do it…
How it works...
There's more…
See also
Creating a measure filter
Getting ready
How to do it…
How it works...
There’s more…
See also
Creating date range filters
Getting ready
How to do it…
How it works...
There's more…
See also
Creating relative dates filters
Getting ready
How to do it…
How it works...
There's more…
See also
Implementing table calculation filters
Getting ready
How to do it…
How it works...
There's more…
See also
Implementing action filters
Getting ready
How to do it…
How it works...
There's more…
See also
Building Dashboards
Technical requirements
Introduction
Creating a dashboard
Getting ready
How to do it…
How it works...
There's more…
See also
Formatting a dashboard
Getting ready
How to do it…
Setting and formatting dashboard title
Formatting worksheet titles
Formatting text objects
Formatting the dashboard background
How it works...
There's more…
See also
Setting filters
Getting ready
How to do it…
Setting filters through the dashboard
Setting filters through the worksheet
Filtering by worksheets in the dashboard – action filters
How it works...
There's more…
See also
Setting filters across various data sources
Getting ready
How to do it…
How it works...
There's more…
See also
Adding highlight actions
Getting ready
How to do it…
How it works...
There's more…
See also
Setting layouts
Getting ready
How to do it…
Setting a fixed size
Setting the automatic size
Setting the range size
Adding a device layout
Customizing the device layout
How it works...
There's more…
See also
Building a self-service dashboard
Getting ready
How to do it…
Switching between dimensions with parameters
Adding a hyperlink to an image object
Adding a web page to the dashboard
Adding an action filter
How it works...
There's more…
See also
Telling a Story with Tableau
Technical requirements
Introduction
Creating a Tableau story
Getting ready
How to do it…
How it works...
There's more...
See also
Setting the narrative of the Story
Getting ready
Conflict
How to do it…
How it works...
Development
How to do it…
How it works...
Climax
How to do it…
How it works...
Resolution
How to do it…
How it works...
There's more...
See also
Choosing the right charts
Getting ready
How to do it…
How it works
There’s more…
See also
Writing effective headlines
Getting ready
How to do it…
How it works...
Recommendation and executive summary
Getting ready
How to do it…
How it works...
There's more…
See also
Formatting the Story
Getting ready
How to do it…
How it works...
There's more...
See also
Tableau Visualization
Technical requirements
Introduction
Dual axis waterfall chart
Getting ready
How to do it...
How it works...
There's more...
See also
Pareto chart
Getting ready
How to do it...
How it works...
There's more...
See also
Bump chart
Getting ready
How to do it...
How it works...
There's more...
See also
Sparklines chart
Getting ready
How to do it...
How it works...
There's more...
See also
Donut chart
Getting ready
How to do it...
How it works...
There's more...
See also
Motion chart
Getting ready
How to do it...
How it works...
There's more...
See also
Tableau Advanced Visualization
Technical requirements
Introduction
Lollipop charts
Getting ready
How to do it...
How it works...
There's more...
See also
Sankey diagrams
Getting ready
How to do it...
How it works...
See also
Marimekko charts
Getting ready
How to do it...
How it works...
There's more...
Hex-Tile maps
Getting ready
How to do it...
How it works...
See also
Waffle charts
Getting ready
How to do it...
How it works...
There's more...
See also
Tableau for Big Data
Technical requirements
Introduction
Connecting with Amazon Redshift
Getting ready
How to do it…
Creating an AWS account
Creating an IAM role
How it works…
Launching an Amazon Redshift cluster
How to do it…
How it works…
There's more…
Connecting a Redshift cluster
How to do it…
How it works…
There's more…
Loading sample data into the Redshift cluster
How to do it…
How it works…
There's more…
Connecting Redshift with Tableau
How to do it…
How it works…
Creating a Tableau report
How to do it…
How it works…
There's more…
Tuning Redshift for efficient Tableau performance
How to do it...
How it works...
There's more…
See also
Connecting to Amazon Redshift Spectrum
Getting ready
How to do it…
How it works...
There's more…
See also
Connecting to Snowflake
Getting ready
How to do it…
How it works...
Using SnowSQL CLI
How to do it…
How it works…
Connecting Tableau to Snowflake
How to do it…
How it works…
Connecting big data
How to do it…
How it works…
There's more…
Accessing semi–structured data
How to do it…
How it works...
There's more…
See also
Connecting Amazon Elastic MapReduce with Apache Hive
Getting ready
How to do it...
How it works...
Creating sample data
How to do it...
How it works...
There’s more…
See also
Connect Tableau with Apache Hive
How to do it…
How it works…
There's more…
See also
Forecasting with Tableau
Technical requirements
Introduction
Basic forecasting and statistical inference
Getting ready
How to do it…
How it works...
There's more…
See also
Forecasting on a dataset with outliers
Getting ready
How to do it…
How it works...
There's more…
See also
Using R within Tableau
Getting ready
How to do it…
How it works...
There's more...
See also
Forecasting based on multiple regression
Getting ready
How to do it…
How it works...
There's more…
See also
Regression with random forest
Getting ready
How to do it…
How it works...
There's more…
See also
Time series forecasting
Getting ready
How to do it…
How it works...
There's more…
See also
Advanced Analytics with Tableau
Technical requirements
Introduction
Running segmentation analysis
Getting ready
How to do it…
How it works...
There's more...
See also
Discovering the latent structure of the dataset
Getting ready
How to do it…
How it works...
There's more…
See also
Extracting the structure beneath discrete variables
Getting ready
How to do it…
How it works...
There's more...
See also
Data mining with tree-based models
Getting ready
How to do it…
How it works...
There's more
See also
Identifying anomalies in data
Getting ready
How to do it…
How it works...
There's more...
See also
Deploy Tableau Server
Technical requirements
Introduction
Deploying Tableau Server in Windows
Getting ready
How to do it...
How it works…
There's more…
See also
Deploying to Tableau Server
Getting ready
How to do it...
How it works...
There's more…
See also
Deploying Tableau Server on Linux using AWS
Getting ready
How to do it...
How it works...
There's more…
See also
Getting started with Tabcmd
Getting ready
How to do it...
How it works...
There's more…
See also
Tableau Troubleshooting
Technical requirements
Introduction
Performance recording
Getting ready
How to do it...
How it works...
There's more...
See also
Performance troubleshooting and best practices
How to do it...
Limiting your data source
Filtering out cases in the database
Filtering out variables
Making extracts
Being cautious with filters
Keeping an eye on the calculations
Optimizing your visualizations
How it works...
There's more...
See also
Troubleshooting through log files
How to do it...
Accessing logs
Submitting logs to the support team
There's more...
See also
Preparing Data for Analysis with Tableau Prep
Introduction
Technical requirements
Installing Tableau Prep
Getting ready
How to do it…
How it works…
There's more…
Building the first flow with Tableau Prep
Getting ready
How to do it...
Connecting the data
Transforming the data
Publishing the result
How it works…
There's more…
Working with big data
Getting ready
How to do it…
How it works…
There's more…
See also…
ETL Best Practices for Tableau
Introduction
Technical requirements
Getting started with Matillion ETL
How to do it...
How it works...
There's more...
Deploying Tabcmd on Linux
How to do it...
How it works...
There's more...
Creating Matillion Shared Jobs
How to do it...
How it works...
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Preface
Tableau is one of the most popular business intelligence (BI) solutions in recent times, thanks to its powerful and interactive data visualization capabilities. This comprehensive book is full of useful recipes from industry experts that will help you master Tableau skills and learn each aspect of Tableau's 2018.x offerings.
This book is enriched with features such as extracts, Tableau advanced calculations, geospatial analysis, building dashboards, and much more. It will guide you to exciting techniques of data manipulation, storytelling, advanced filtering, expert visualization, and forecasting using real-world examples. It will help you on your learning journey from the basic functionalities of Tableau, all the way to complex deployment on Linux. Moreover, you will learn about the advanced features of Tableau by using R, Python, and various APIs. The complexity of tasks increases gradually, and you will be guided all the way to mastering advanced functionalities through bite-sized, detailed recipes. Furthermore, the book is packed with troubleshooting techniques to optimize your BI tasks.
You will learn how to prepare data for analysis using the latest Tableau Prep. By the end of the book, you will be all ready to tackle BI challenges using Tableau's features.
Who this book is for
This book is for data analysts, data visualization, and BI users who are looking for quick solutions to common and not-so-common problems faced while using Tableau.
What this book covers
Chapter 1, Getting Started with Tableau Software, will consist of theory and recipes with a focus on the learning foundation of Tableau and allowing you to get familiar with the Tableau interface and basic tasks such as creating simple charts, tables, and filtering. You will come to understand the semantic layer of Tableau. You will learn through examples made with real data collected