Data Visualization with Tableau: A Beginner's Guide

Table of Contents

1 Introduction to Tableau
1.1 Tableau File Types 1.2 Getting started with Tableau 1.3 Resources used in this book

2 Connecting to Data
2.1 Connecting to data source with excel 2.2 Importing data to workbook 2.2.1 Creating Connections 2.2.2 Importing Excel sheets to Tableau 2.2.3 Preview of imported data

3 Creating Joins
3.1 Types of Joins 3.2 Selecting fields for creating joins 3.3 Errors while creating joins

4 Views and Analysis
4.1 Creating Worksheets 4.1.1 Data Pane 4.1.2 Shelves 4.1.2.1 Rows and Columns Shelf 4.1.2.2 Marks Card 4.1.2.3 Filters Shelf 4.1.2.4 Pages Shelf 4.1.3 Show Me Pane

5 Working with Data
5.1 Sorting 5.1.1 Sorting based on Icons/Basic Sorting 5.1.2 Sorting based on sort menu/ Advanced Sorting 5.1.2.1 Alphabetic Order 5.1.2.2 Data Source Order 5.1.2.3 Field Order 5.1.2.4 Manual Order 5.1.2.5 Nested Order 5.2 Advance Filtering 5.2.1 Wildcard Filter 5.2.2 Condition Filter 5.2.2.1 Filter by Field 5.2.2.2 Range of Values 5.2.2.3 Filter by Formula 5.2.3 Top Filters 5.2.3.1 By Field 5.2.3.2 By Formula 5.2.4 Quick Filter

6 Organizing Data
6.1 Groups 6.1.1 Create a Group 6.1.2 Edit a Group 6.1.2.1 Add members to existing group 6.1.2.2 Include an ‘Other’ group 6.1.2.3 Remove members from existing group 6.1.2.4 Create a new group in a group field 6.1.3 Color View using groups 6.1.3.1 Tableau Groups -Custom Maps 6.2 Hierarchies 6.2.1 Create Hierarchies 6.2.2 Drill-Down or Roll-Up in a hierarchy 6.2.3 Remove Hierarchy 6.2.3.1 Remove members from Hierarchy 6.2.3.2 Remove Hierarchy 6.3 Sets 6.3.1 Create Fixed Set 6.3.1.1 Using In/Out Visualization 6.3.2 Create Dynamic Set 6.3.2.1 Set using General Tab 6.3.2.2 Set using Condition Tab 6.3.2.3 Set using Top Tab 6.3.3 Edit a Set 6.3.4 Delete a Set

7 Dual and Combined Axis Chart
7.1 Dual Axis Chart 7.2 Combined Axis

8 Common Chart types
8.1 Area Chart 8.2 Bar Chart 8.3 Line Chart 8.4 Box Plot 8.5 Heat Maps or Density Marks 8.6 Highlight Tables 8.6.1 Difference between Highlight tables and Heat Maps 8.7 Gantt Chart 8.8 Histogram 8.9 Scatter Plot 8.10 Treemap 8.11 Packed Bubble Chart 8.12 Geographic Mapping 8.12.1 Point Map 8.12.2 Filled/Polygon Map 8.12.3 Geographic Groups

9 Specific Values
9.1 Totals 9.1.1 Grand Totals 9.2 Aggregation 9.2.1 Configure Total Aggregation

10 Calculations in Tableau
10.1 Calculated Field 10.1.1 Edit Calculated Field 10.2 Table Calculations 10.2.1 Edit Table Calculation 10.2.2 Remove Table Calculation 10.3 Quick Table Calculation 10.4 Table Calculation types 10.4.1 Running Total Calculation 10.5 Reference Line 10.5.1 Edit Reference Line 10.5.2 Remove Reference Line

11 Infographics
11.1 Adding images to Worksheet 11.2 Adding images to Dashboard

12 Creating Dashboards
12.1 Filters 12.1.1 Using infographics as Filters 12.1.2 Applying filters on Objects in Dashboard 12.2 Actions 12.2.1 Filter Action 12.2.2 URL Action 12.2.3 Highlight Action

13 Creating Stories

14 References