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Make your data work for you!
Tableau For Dummies brings order to the chaotic world of data. Understanding your data and organizing it into formats and visualizations that make sense to you are crucial to making a real impact on your business with the information that's already at your fingertips. This easy-to-use reference explores the user interface, and guides you through the process of connecting your data sources to the software. Additionally, this approachable, yet comprehensive text shows you how to use graphs, charts, and other images to bring visual interest to your data, how to create dashboards from multiple data sources, and how to export the visualizations that you have developed into multiple formats that translate into positive change for your business.
The mission of Tableau Software is to grant you access to data that, when put into action, will help you build your company. Learning to use the data available to you helps you make informed, grounded business decisions that can spell success for your company.
- Navigate the user interface to efficiently access the features you need
- Connect to various spreadsheets, databases, and other data sources to create a multi-dimensional snapshot of your business
- Develop visualizations with easy to use drag and drop features
- Start building your data with templates and sample workbooks to spark your creativity and help you organize your information
Tableau For Dummies is a step-by-step resource that helps you make sense of the data landscape—and put your data to work in support of your business.
- Sales Rank: #24539 in Books
- Published on: 2015-11-02
- Original language: English
- Number of items: 1
- Dimensions: 9.20" h x .50" w x 7.40" l, .0 pounds
- Binding: Paperback
- 288 pages
From the Back Cover
Learn to:
- Navigate the user interface
- Analyze any data – even multiple sources
- Create and share interactive dashboards
Learn to organize and communicate your data in exciting new ways!
Data analysis is fun and easy with Tableau. This useful guide will let you harness the power of Tableau to perform complex data analysis and create powerful visualizations and dashboards! Learn your way around the software, connect to various data sources, and create analyses, visualizations, and dashboards to share throughout your organization.
- Meet Tableau — tour the desktop, learn the tools, see what Tableau can do, and discover how to add dimensions and choose chart types
- Bring on the data — understand data sources and what you can use, connect to data, keep your data fresh, and start building data views
- Start analyzing — get a handle on the workspace and what goes where, and explore data display options
- Add a dashboard — find out how dashboards can aid in visualizing data and make sure yours are easy to use
- Story time — learn why it's important to tell a story and how to be sure your story serves its purpose
- Get it out there — publish your analyses and visualizations to Tableau Server or Tableau Online
- A step beyond — venture into visual analytics and explore Tableau's programming features
Open the book and find:
- How to rearrange data views
- All about data connections
- Ways to choose a data source
- A guide to shelves and cards
- Why multiple sheets are useful
- How to provide online access
- When to use calculated fields
- Ten terrific Tableau tips
About the Author
Molly Monsey joined Tableau in 2009 as a technical product consultant. She and Paul Sochan work together to lead the Tableau training team. Today she recruits, trains, and supports instructors who educate Tableau users all over the world. Paul Sochan joined Tableau in 2010 and serves as the Senior Director of Global Education Services. The training team he built with Molly Monsey develops all Tableau training offerings. Paul has been in the Business Intelligence space since 1994.
Most helpful customer reviews
9 of 9 people found the following review helpful.
Step by step approach to Tableau, great for beginners.
By ZenWoman
Tableau is gaining popularity as a visualization tool and there have been a spate of books lately. I have purchased 3 other books on Tableau, and most of them address the basics rather than get into complex visualizations as they get rather specific. This book like other Dummies book is very comprehensive. It begins at the beginning and takes you all the way up to doing advanced analytics in Tableau. I would recommend it for beginners but the advanced users may also find it handy to keep around for a tip or two that they may have missed.
If you have a Tableau license in your organization, you will already have access to their regular online classes and workshops and also their data sets on their website. You can use those for getting a primer. There are some pre-recorded classes and some that happen live. I've taken both and found that the pre-recorded ones can be slow and time consuming at the beginning and live ones can sometimes move too fast for you to absorb the steps. So having a book like this handy that takes you over the same stuff and you can learn at your pace, is great. This book is almost laid out like a step by step introduction to Tableau.
The beginning chapters of the book show you how to use Tableau Desktop and how to quickly get up and running using data. It's fairly easy once you get the hang of it and the book shows you how. By Chapter 2 you're already creating dashboards. That can be a great feeling! Chapter 3 illustrates the all important dimensions and measures and the differences between them. These are important concepts and the more you can master them through using different datasets it will really help ground you in how to visualize data. Tableau has a fairly good idea of how to sort through columns and assign dimensions and measures without you having to assign manually, but sometimes you may need to alter something to get the right visualization.
Next comes connecting to data, which can be a greater pain some times, and this book shows some tips and tricks. Things may be more complex in real life given the data structures and data access in your organization, but this book tries to simplify it. It then goes through all the different charts and visualizations. Tableau is fairly intuitive but you can miss some things if not familiar with it. Reading through these subsequent chapters gives a good primer. By Chapter 9 you're learning how to add worksheets. A very important aspect, as I learned it's better to create more worksheet templates than just altering views each time. Chapter 10 is on Dashboards, all important as that is probably the output you will share with the users. Next section takes you through publishing and sharing with other users and rest of the organization.
Once you're down with the basics which can happen in a day or two or at most a week if you're going slowly, you'll want to look at Advanced Analytics where all the fun begins. Chapter 14-16 take you through how to do calculations and create your own calculations for really parsing your data the best way. Tableau site examples can also be very useful at this stage as they have several datasets just designed to learn advanced analytics. The help links given in the book are not working yet, so I cannot say if the Dummies website will offer more resources.
Chapter 17 is about Tableau tips and tricks, some I learned the hard way like saving early and often or discovered later like undo, so it's good to have them listed here. It saves time and frustration later! The last chapter lists resources, some I knew about already like the Tableau classes and courses and conference, but I discovered some other links through this book.
Overall, compared to other books this one is more like a Textbook, same as another book Tableau 9. Some others focus more on different types of data visualization and transforming data. I recommend this one as a through primer for beginners and given it's relatively value price it can be a handy reference for the advanced user - if only to use when they're training others.
6 of 6 people found the following review helpful.
Basic primer for creating visualizations, but not for adminstration, support, or installation of the app
By Brian R.
Written by employees of Tableau, this book is really good for staying on-topic, having great content, and being concise. That said, this book isn't for everyone, and your real-life experience with Tableau will definitely depend on your circumstances and needs.
This book is written for someone completely new to Tableau, with it leaning toward people completely new to data and data visualization outside of typical Excel types of charts. That's not a bad thing, and if it describes you, this is the perfect book to get you started. If this isn't you, be aware this book is very light on all the enterprise level heavy-hitting questions you might want to know.
The book focuses on the Tableau Desktop interface and uses sample data and simple visualizations to get you started. It takes you step by step through identifying your data source (like an Excel file), importing it, then using it to create everything from simple visualizations (like a bar graph), through to creating multi-visualization dashboard and "stories" (a Tableau term) that can be shared with others.
Where this book stops short is that it doesn't cover any of the installation or maintenance of the application, the associated server software, security controls, etc. Also, while everything looks simple on the surface, and even if you're just going to be an end-user creating visualizations, be aware that it may not all be sunshine and unicorns in the real world. Often the hard part is getting quality data from your company's back-end databases into Tableau itself. That data isn't always optimized for reporting, let alone structured to make Tableau efficient at analyzing it. I could elaborate, but really I just say this to note that all these deeper topics are not found in this book, and they are assumed to by non-issues.
Back to the book, assuming you have good data, you'll be happy to have this at hand when first starting up using Tableau desktop. While it leads you through the whole process and is actually good to read cover-to-cover, it has some helpful nuggets like examples of the various visualization types, menu structures and functions, etc that will serve as good references to flip to. While Tableau touts itself as "Drag and drop" simple, there's actually more than half a dozen to a dozen places to drag and drop things within the interface. Dragging something onto one place vs. another will give you different results and greatly affect your visualizations look or functionality. Without any help or training, that can be very frustrating. This book will help you avoid that going in.
Conclusion - it serves one purpose but does it well, helping the Tableau Desktop user learn the basic functions and features of how to create visualizations using simple data sources. If you need info on how to install, administer or support the application, you'll need to find something else.
5 of 5 people found the following review helpful.
A decent book with a few missing pieces
By Epilady
Written by two of the Tableau training team, it's a nice visual walk though getting data into Tableau and displaying it. They explain the specific terminology (e.g. a dashboard in Tableau is combining data visualizations from two templates), and it's easy to follow.
What is missing? If you want to do a map other than the standard geographies (county, state, nation, etc), there is no discussion of how to look at different map geographies. Which version do you need? Tableau public desktop? Publish data to the web using Tableau public? A licensed version of desktop? A license for Tableau online? A license for Tableau server? Having a checklist of which service does what would be an important benefit to have. There's some basic discussion of how to connect to databases, but not an in-depth approach of what is best (when would you want to do an 'extract' vs have a 'live' link (and again, which licenses support it). What if you want to add confidence intervals to charts or to show margins of error around trend lines? Can that be done? Not discussed in this book, but could be important considerations for companies or individuals who are making a choice in which visualization software they might want to invest.
If using Tableau public, all data that are being visualized are available for download. The author's response to that is that you "might want to use caution" rather than being really explicit and saying "don't put out information that you don't want everyone to have." This reader felt like that was a missed opportunity as people might not realize the extent to which their data become available.
That being said, the book instructions are super easy to follow, pictures are well diagrammed, and readers will be able to produce visualizations almost instantly following the instructions. Novices to Tableau will find this of use; experienced users will not.
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