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Tableau your data! : fast and easy visual analysis with Tableau Software /
Annotation
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Autor Corporativo: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Indianapolis, IN :
J. Wiley & Sons,
Ã2013.
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- pt. I Desktop
- 1. Creating Visual Analytics with Tableau Desktop
- The Shortcomings of Traditional Information Analysis
- The Business Case for Visual Analysis
- Three Kinds of Data that Exist in Every Entity
- How Visual Analytics Improves Decision-Making
- Turning Data into Information with Visual Analytics
- The Tableau Software Ecosystem
- Tableau Desktop and Tableau Reader
- Introducing the Tableau Desktop Workspace
- Using the Workspace Controls Effectively
- The Start Page and Data Connection Page
- What You Need to Know about the Menu
- Leveraging Toolbar Icons
- The Data Window, Data Types, and Aggregation
- Building Visualizations with the Row and Column Shelves
- Number of Records, Measure Values, and Measure Names
- Understanding Color in Icons and Pills
- Using the View Cards to Identify Trends and Outliers
- How the Status Bar Helps You Understand Visualizations
- Saving Time by Using the Show Me Button
- 2. Connecting to Your Data
- How to Connect to Your Data
- Connecting to Desktop Sources
- Connecting to Database Sources
- Connecting to Public Datasources
- What Are Generated Values?
- Measure Names and Measure Values
- Tableau Geocoding
- Number of Records
- Knowing When to Use a Direct Connection or a Data Extract
- The Flexibility of Direct Connections
- The Advantages of a Data Extract
- Using Tableau's File Types Effectively
- Tableau Workbook Files
- Tableau Packaged Workbooks
- Tableau Datasource Files
- Tableau Bookmark Files
- Joining Database Tables with Tableau
- The Default Inner Join
- The Left and Right Join Types
- Customizing Tableau's Join Script
- Blending Different Datasources in a Single Worksheet
- When to Use Blending vs. Joins
- How to Create a Data Blend
- Factors that Affect the Speed of Your Data Connections
- Your Personal Computer
- Your Server Hardware
- The Network
- The Database
- How to Deal with Data Quality Problems
- Quick Solutions in Tableau
- Correcting Your Source Data
- Note
- 3. Building Your First Visualization
- Fast and Easy Analysis via Show Me
- How Show Me Works
- Chart Types Provided by the Show Me Button
- Text Tables (crosstabs)
- Maps (Symbol and Filled)
- Heat Maps, Highlight Tables, Treemaps
- Bar Chart, Stacked Bar, Side-by-Side Bars
- Line Charts For Time Series Analysis
- Area Fill Charts and Pie Charts
- Scatter Plot, Circle View, and Side-by-Side Circle Plots
- Bullet Graph, Packed Bubble, Histogram, and Gantt Charts
- Trend Lines and Reference Lines
- Adding Trendlines and Reference Lines to Your Charts
- Trend Lines
- Reference Lines
- Why the Concept of Scope is Important
- Changing the Scope of Trend Lines
- Sorting Data in Tableau
- Manual Sorting via Icons
- Calculated Sorts Using the Sort Menu
- Enhancing Views with Filters, Sets, Groups, and Hierarchies
- Making Hierarchies to Provide Drill-Down Capability
- Creating and Using Filters
- Creating a Filter with the Filter Shelf
- Grouping Dimensions
- How Tableau Uses Date Fields
- Tableau's Date Hierarchy
- Rearranging Time with Tableau
- Creating Customized Date Fields
- Taming Data with Measure Names and Values
- Notes
- 4. Creating Calculations to Enhance Your Data
- What is Aggregation?
- Count Distinct Versus Count
- Median
- Dimension versus Attribute
- What Are Calculated Values and Table Calculations?
- How Do Calculated Values Work?
- How Do Table Calculations Work?
- A Word on Calculations and Cubes
- Using the Calculation Dialog Box to Create Calculated Values
- Field Selection
- Function Selection
- Parameter Selection
- Building Formulas Using Table Calculations
- Editing Table Calculations to Suit Your Purpose
- Understanding Table Calculation Behavior
- Customizing Table Calculations
- Secondary Table Calculations
- Using Table Calculation Functions
- Adding Flexibility to Calculations with Parameters
- What are Basic Parameters?
- What Are Advanced Parameters?
- Using the Function Reference Appendix
- Notes
- 5. Using Maps to Improve Insight
- Creating a Standard Map View
- How Tableau Geocodes Your Data
- Typical Map Errors and How to Deal With Them
- Plotting Your Own Locations on a Map
- Adding Custom Geocoding to Your Datasource
- Importing Custom Geocoding into Tableau
- Using Custom Geographic Units in a Map
- Replacing Tableau's Standard Maps
- Why Replace Tableau's Standard Maps?
- Replacing Tableau's Standard Maps to Enhance Information
- Using Custom Background Images to Plot Spatial Data
- Why Are Non-Standard Plots Useful?
- The Steps Required to Build a Custom Spatial Plot
- Positioning Marks on a Non-Standard Map
- Publishing Workbooks with Non-Standard Geographies
- Shaping Data to Enable Point-to-Point Mapping
- Animating Maps Using the Pages Shelf or Slider Filters
- Notes
- 6. Developing an Ad Hoc Analysis Environment
- Generating New Data with Forecasts
- How Tableau Creates Forecasts
- Providing Self-Service Ad Hoc Analysis with Parameters
- What Are Parameters?
- How Can Parameters Be Used?
- Basic Parameter Controls
- Advanced Parameter Controls
- Editing Views in Tableau Server
- Note
- 7. Tips, Tricks, and Timesavers
- Saving Time and Improving Formatting
- Double-Click Fields to Build Faster
- Reduce Clicks using the Right-Mouse Button Drag
- Quick Copy Fields with Control-Drag
- Replace Fields by Dropping the New Field on Top
- Right-Click to Edit or Format Anything
- Editing or Removing Titles from Axis Headings
- Speed Up Your Presentation Page Views
- A Faster Way to Access Field Menu Options
- Improving Appearance to Convey Meaning More Precisely
- Changing the Appearance of Dates
- Formatting Tooltip Content
- Change the Order of Color Expressed in Charts to Compare Related Values more Easily
- Exposing a Header in a One-Column Crosstab to Add Meaning and Save Space
- Unpacking a Packaged Workbook File (.twbx)
- Make a Parameterized Axis Label
- Using Continuous Quick Filters for Ranges of Values
- Create Your Own Custom Date Hierarchy
- Assemble Your Own Custom Fields
- Let Tableau Build Your Actions
- Formatting Table Calculation Results
- When to Use Floating Objects in Dashboards
- Customizing Shapes, Colors, Fonts, and Images
- Customizing Shapes
- Customizing Colors
- Customizing Fonts
- Customizing Images in Dashboards
- Advanced Chart Types
- Bar in Bar Chart
- Box Plots
- Pareto Charts
- Sparklines
- Bullet Graphs
- 8. Bringing It All Together with Dashboards
- How Dashboard Facilitates Analysis and Understanding
- How Tableau Improves the Dashboard Building Process
- The Wrong Way to Build a Dashboard
- The Right Way to Build a Dashboard
- Best Practices for Dashboard Building
- Size the Dashboard to Fit the Worst-Case Available Space
- Employ 4-Pane Dashboard Designs
- Use Actions to Filter Instead of Quick Filters
- Build Cascading Dashboard Designs to Improve Load Speeds
- Limit the Use of Color to One Primary Color Scheme
- Use Small Instructions Near the Work to Make Navigation Obvious
- Filter Information Presented in Crosstabs to Provide Relevant Details-on-Demand
- Remove All Non-Data-Ink
- Avoid One-Size-Fits-All Dashboards
- Work to Achieve Dashboard Load Times of Less than Ten Seconds
- Building Your First Advanced Dashboard
- Introducing the Dashboard Worksheet
- Defining the Dashboard Size
- Position the Worksheet Objects in the Dashboard Workspace
- Using Layout Containers to Position Objects
- Positioning and Fitting the Dashboard Objects
- Using Actions to Create Advanced Dashboard Navigation
- Embedding a Live Website in a Dashboard
- Adding Details on Demand with Tooltips
- Sharing Your Dashboard with Tableau Reader
- Security Considerations for Publishing via Tableau Reader
- Sharing Dashboards with Tableau Online or Tableau Server
- Designing for Mobile Consumption
- The Physics of Mobile Consumption
- Security Considerations for Mobile Consumption
- Typical Mobile Usage Patterns
- Using the Tableau Performance Recorder to Improve Load Speed
- Notes
- pt. II Tableau Server
- 9. Installing Tableau Server
- The Reasons to Deploy Tableau Server
- Data Governance
- Efficiency
- Flexibility
- Licensing Options for Tableau Server and Tableau Online
- Determining Your Hardware and Software Needs
- Determining What Kind of Server License to Purchase
- Tableau Server's Architecture
- Sizing the Server Hardware
- Environmental Factors That Can Affect Performance
- Configuring Tableau Server for the First Time
- General: Server Run As User
- General: User Authentication and Active Directory
- Setting-up Security Rights
- Enabling Row-Level Security via Filters
- When and How to Deploy Server on Multiple Physical Machines
- Deploying Tableau Server in High Availability Environments
- The Three Node Cluster
- The Four Node Cluster
- Leverage Existing Security with Trusted Authentication
- Deploying Tableau Server in Multi-National Entities
- Using Performance Recorder to Improve Performance
- Timeline Gantt Chart
- The Events Sorted by Time
- Query Text
- Performance-tuning Tactics
- Managing Tableau Server in the Cloud
- What Does it Mean to be in the Cloud?
- Tableau's Cloud-Based Versions of Server
- Putting Tableau Server In The Cloud
- Monitoring Activity on Tableau Server
- The Status Section
- The Analysis Section
- The Activities Section
- The Settings Section
- Notes
- 10. Using Tableau Server to Facilitate Fact-Based Team Collaboration
- Publishing Dashboards in Tableau Server
- Project
- Name
- Tags
- View Permissions
- Views to Share
- Options
- Organizing Reports for Consumption
- Adding Tags to Workbooks
- Creating a Favorite
- Options for Securing Reports
- The Application Layer
- Defining Custom Roles
- A Permission-Setting Example
- Improve Efficiency with the Data Server
- Incremental Updates
- Consuming Information in Tableau Server
- Finding Information
- Sharing Comments and Views
- Customized Views
- Authoring and Editing Reports via Server
- What Is Required to Author Reports on the Web?
- Server Design and Usage Considerations Related to Web and Tablet Authoring
- Differences between Desktop and Web or Tablet Authoring
- Saving and Exporting via the Web-Tablet Environment
- Recommendations for Implementing Web-Tablet Authoring
- Sharing Connections, Data Models, and Data Extracts
- Offering a Common Data Library
- Sharing Data Models
- Inheritance of Updates
- Embedding Tableau Reports Securely on the Web
- When to Embed a Dashboard
- How to Embed a Dashboard
- Tips and Tricks for Embedding Dashboards
- Using Subscriptions to Deliver Reports via E-mail
- Administrators Subscription Management
- Creating Subscription Schedules
- Notes
- 11. Automating Server with Tableau's Command Line Tools
- What do tabcmd and tabadmin do?
- Installing the Command Line Tools
- Setting the Windows Path
- What Kinds of Tasks Can Be Done with Tabcmd?
- Learning to Leverage Tabcmd
- Manually Entering and Running a Script in Tabcmd
- Running Tabcmd Scripts Via Batch Files
- Common Use Cases for Tabcmd
- Retrieving Forecast Data from Workbooks
- Manage Data Governance Via Tabcmd
- Using Tabadmin for Administrative Task Automation
- Starting Tableau Server
- pt. III Case Studies
- 12. Use Cases for Rapid-Fire Visual Analytics
- Rapid-Fire Analysis at a Public Utility
- Aggregating Disparate Datasources at a Large University
- Getting Started with Tableau
- Prototype Report Development
- Leveraging Tableau Further
- Tepper's Outcome and Example Dashboards
- Analysis in a Major Railway Logistics Team
- Modalgistics Does Transportation Research
- How Modalgistics Uses Tableau
- The Outcome for Modalgistics
- Quality Metrics in a Hospital
- Obamacare and Medicare Reimbursements
- How Tableau Was Used to Analyze VBP
- Southern Maine's Outcome
- Planning for a Successful Tableau Deployment at ACT
- Value Drivers for ACT
- Building User Base Interest and Skill
- A Properly Staged Evaluation and Roll Out
- How ACT Uses Tableau
- Ensuring Sustainability
- Employing Visual Analytics to Aid Succession Planning
- A Framework for Spurring Effective Conversation and Action
- Providing Progressive Information for Succession Planning
- pt. IV Appendices
- A. Understanding and Using Tableau Functions
- B. Tableau Data Shaper Excel Plug-In
- C. InterWorks Book Website
- D. Glossary.