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• About the Author
• About the Technical Editor
• Credits
• Acknowledgments
• Contents
• Introduction
• Part I: Desktop
• Chapter 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
• Analysis as a Creative Process
• Tableau’s Desktop Tools
• Tableau Desktop Personal Edition
• Professional Edition
• Tableau File Types
• Tableau Reader
• Tableau Online Help
• Introducing the Tableau Desktop Workspace
• New Workspace Design
• Using the Start Page Controls Effectively
• The Start Page
• The Tableau Desktop Workspace
• Summary
• Chapter 2: Connecting to Your Data
• What You Will Learn in This Chapter
• How to Connect to Your Data
• Connecting to Desktop Sources
• Understanding the Connect Page
• What Are Generated Values?
• Knowing When to Use a Direct Connection or a Data Extract
• Using Tableau’s File Types Effectively
• Dealing with Data Shaping and Data Quality
• The Data Interpreter
• Chapter 3: Building Your First Visualization
• Fast and Easy Analysis via Show Me
• New Features
• How Show Me Works
• The Analytics Pane
• Sorting Data in Tableau
• Enhancing View with Filters, Sets, Groups, and Hierarchies
• How Tableau Uses Date Fields
• Chapter 4: Creating Calculations to Enhance Data
• What Is Aggregation?
• Dimension versus Attribute
• What Are Calculated Fields and Table Calculations?
• How Do Calculated Fields Work?
• Creating Calculated Fields with the Calculation Editor
• Performing Ad hoc Calculations
• How Do Table Calculations Work?
• A Word on Calculations and Cubes
• Using the Calculation Editor to Build Calculated Fields
• Ad hoc Calculated Fields
• Building Formulas Using Table Calculations
• Adding Flexibility to Calculations with Parameters
• Why You Should Learn Level of Detail Expressions
• Chapter 5: Using Maps to
• New Map Features
• Creating a Standard Map View
• How Tableau Geocodes Your Data
• Searching for Items in Maps
• Typical Map Errors and How to Deal With Them
• Plotting Your Own Locations on a Map
• Replacing Tableau’s Standard Maps
• Using Custom Background Images to Plot Spatial Data
• Notes
• Chapter 6: Developing an Ad Hoc Analysis Environment
• Data Discovery as a Creative Process
• Preparing Your Team for Success
• Qualities of a Good Data Analyst
• Doing Effective Discovery Work
• What IT Can Do to Help
• Spreading Discovery to Information Consumers
• Generating New Data with 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
• Chapter 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
• Quicken Your Presentation Page Views
• A Faster Way to Access Field Menu Options
• Zooming the Formula Dialog Box
• Drag a Field into the Formula Dialog box
• Swap Data in Pane and Reference Line Fields
• Improving Appearance to Convey Meaning More Precisely
• Changing the Appearance of Dates
• Formatting Tooltip Content
• Change the Order of Color Expressed in Charts
• Exposing a Header in a One-Column Text Table
• Unpacking a Packaged Workbook File
• Make a Parameterized Axis Label
• Using Continuous Quick Filters for Ranges of Values
• Create Your Own Custom Date Hierarchy
• Concatenating to Make Custom Fields
• Using Legends to Build Highlight Actions
• Formatting Null Value Results
• When to Use Floating Objects in Dashboards
• Combined Axis Shading in a Scatter Plot
• Creating Folders to Hold Fields
• Customizing Shapes, Colors, Fonts, and Images
• Customizing Shapes
• Customizing Colors
• Customizing Fonts
• Customizing Images in Dashboards
• Advanced Chart Types
• Bar-in-Bar Chart
• Pareto Charts
• Sparklines
• Bullet Graphs
• Chapter 8: Bringing It All Together
• How Dashboards Facilitate 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 Four-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
• Position the Worksheet Objects in the Dashboard Workspace
• Using Layout Containers to Position Objects
• Positioning the Select Year Text Table and Legends
• Inserting and Moving Text Objects
• Positioning and Fitting the Dashboard Objects
• Ensure That Each Worksheet Object Fits Its Entire View
• Create More Descriptive Titles for Each Data Pane
• Improving the Bullet Graph and Sparkline Charts
• Improving the Text Tables and Scatter Plot
• Using Actions to Create Advanced Dashboard Navigation
• Using the Select Year Text Table to Filter the Main Dashboard
• Adding a Column Heading to Select Year
• Adding Dynamic Title Content
• Auto-Generating Highlight Actions from Legends
• Understanding the Action Dialog Box
• Embedding a Live Website in a Dashboard
• Assemble Dashboard 2
• Adding Details on Demand with Tooltips
• Enhancing Tooltips and Titles
• Adding a Read Me Dashboard
• Bonus: Adding a Floating Dashboard Object
• Finishing the Titles in the Main Dashboard
• Sharing Your Dashboard with Tableau Reader
• Security Considerations for Publishing via Tableau Reader
• Using the Tableau Performance Recorder to Improve Load Speed
• Sharing Dashboards with Tableau Online or Tableau Server
• Chapter 9: Designing for Mobile
• The Physics of Mobile Consumption
• Security Considerations for Mobile Consumption
• Offline Access
• Typical Mobile Usage Patterns
• Just-In-Time Use
• Mobile Design Implications
• Design Best Practices for Mobile Consumption
• Design Implications Related to Screen Resolution
• Best Practices for Mobile Design
• Design for a Specific Orientation
• Consider the Limits of Finger Navigation
• Reduce the Number of Worksheets Being Displayed
• A Tablet Dashboard Example
• Mobile Authoring and Editing
• A Note on Project Elastic
• Chapter 10: Conveying Your Findings
• Turning Analysis into Insight
• Building a Story
• The Story Workspace
• A Story Example
• Formatting Story Points
• Sharing Your Story Point Deck
• Part II: Server
• Chapter 11: Installing Tableau Server
• What’s New in Version 9?
• Reasons to Deploy Tableau Server
• Data Governance
• Efficiency
• Flexibility
• Licensing Options for Tableau Server and Tableau Online
• Determining Your Hardware and Software Needs
• New Feature: Persistent Query Cache
• Determining What Kind of Server License to Purchase
• Tableau Server’s Architecture
• Sizing the Server Hardware
• A Scale-Up Scenario
• A Scale-Out Scenario
• Environmental Factors That Can Affect Performance
• Network Performance
• Browser
• Resource Contention
• Configuring Tableau Server for the First Time
• General Setup Menu Tab
• General: Run as User, User Authentication, and Active Directory
• General: Gateway Port Number
• General: Open Port in Windows Firewall
• General: Include Sample Data and Users
• Data Connection Tab
• Alerts and Subscriptions
• Server Processes
• Security Options
• External Secure Sockets Layer
• SAML—Security Assertion Markup Language
• Kerberos—A Ticket-Based Security Protocol
• Managing Ownership Through Hierarchy
• Workbooks and Views
• User
• Project
• Group
• Site
• Permissions
• Permissions for Web Edit, Save, and Download
• Providing Data Security with User Filters
• Applying a User Filter to a Data Source
• Creating a Hybrid Filter from the Data Source
• What Is the Data Server?
• When and How to Deploy Server on Multiple Physical Boxes
• Deploying Tableau Server in High Availability Environments
• Three-Node Cluster
• Four-Node Cluster
• Leveraging Existing Security with Trusted Authentication
• Deploying Tableau Server in Multi-National Environments
• Tableau Server Performance Recorder
• Show Events Filter
• Timeline Gantt Chart
• Events Sorted by Time
• Query Text
• Performance-Tuning Tactics
• Query Execution
• Geocoding
• Connecting to the Data Source
• Layout Computations
• Generating Extract
• Blending Data
• Server Rendering
• 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
• Status Section
• Analysis Section
• Log Files Section
• Rebuilt Search Index Section
• Editing Server Settings and Monitoring Licensing
• Server Settings General Page
• Server Setting License Page
• Partner Add-on Toolkits
• Chapter 12: Managing Tableau Server
• Managing Published Dashboards in Tableau Server
• Project
• Name
• Tags
• Views to Share
• Options
• Edit
• Navigating Tableau Server
• 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
• Publishing a Data Source
• Consuming Information in Tableau Server
• Finding Information
• 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
• Export
• Save and Save As
• Recommendations for Implementing Web/Tablet Authoring
• Sharing Connections, Data Models, and Data Extracts
• Offering a Common Data Library
• Sharing Data Models
• Embedding Tableau Reports Securely on the Web
• When to Embed a Dashboard
• When Your Reports Are a Piece of a Larger SaaS Offering
• Providing a More Robust Environment
• How to Embed a Dashboard
• Further Control Using Passed Parameters
• Tips and Tricks for Embedding Dashboards
• Using Trusted Ticket Authentication as an Alternative Single Sign-on Method
• Using Subscriptions to Deliver Reports via E‑mail
• Creating Subscription Schedules
• Chapter 13: Automating Tableau Server
• Tableau Server’s APIs
• What Do tabcmd and tabadmin Do?
• Installing the Command-Line Tools
• Setting the Windows Path
• What Kind of Tasks Can Tabcmd Do?
• Learning to Leverage Tabcmd
• Manually Entering and Running a Script in Tabcmd
• Running Tabcmd Scripts Via Batch Files
• The Steps Required to Create Batch Processing Scripts
• Using Windows Scheduler to Fully Automate Scripts
• Common Use Cases for Tabcmd
• Automating Extracts with the Extract API
• Data Extract API
• Using the Extract API with Python
• Data Extract Command-Line Utility
• REST API
• Initial Transactions
• Part III: Case Studies
• Chapter 14: Ensuring a Successful Tableau Deployment
• Deploying Tableau—Lessons Learned
• Effective Use of Consultants
• Your Team’s Current Knowledge
• The Data Landscape
• The Tableau User Group at Cigna
• Taking Care of Vizness
• Resourcing
• Cadence
• Format
• Topics
• Effectiveness and Attendance
• Tracking Participation
• Success
• Part IV: Appendixes
• Appendix A: Tableau’s Product Ecosystem
• Tableau Desktop
• Tableau Server
• Tableau Online
• Tableau Public
• Tableau Reader
• Tableau Mobile
• Project Elastic
• Power Tools for Tableau
• Workbook Tools
• Workbook SDK
• Enterprise Deployment
• Remote for Tableau
• Appendix B: Supported Data Source Connections
• Windows Connections
• Mac OS X Connections
• Appendix C: Keyboard Shortcuts
• Appendix D: Recommended Hardware Configurations
• Tableau Desktop for Windows: Professional and Personal Editions
• Tableau Desktop for Mac OS X: Professional and Personal Editions
• Virtual Environments
• Tableau Server
• System Requirements
• Web Browsers
• Hardware Guidelines
• Multi-Node and Enterprise Deployments
• Tableau Server User Authentication and Security
• Virtual Environments
• Internationalization
• Appendix E: Understanding Tableau Functions
• Organization and Key for Appendix E
• What Is RAW SQL and Why Do You Need It?
• R Integration via Script Functions
• Other Specialized Functions
• Alphabetical Function List—Summary
• 1. ABS
• 2. ACOS
• 3. AND
• 4. ASCII
• 5. ASIN
• 6. ATAN
• 7. ATAN2
• 8. ATTR
• 9. AVG
• 10. CASE
• 11. CEILING
• 12. CHAR
• 13. CONTAINS
• 14. COS
• 15. COT
• 16. COUNT
• 17. COUNTD
• 18. DATE
• 19. DATEADD
• 20. DATEDIFF
• 21. DATENAME
• 22. DATEPARSE
• 23. DATEPART
• 24. DATETIME
• 25. DATETRUNC
• 26. DAY
• 27. DEGREES
• 28. DIV
• 29. DOMAIN
• 30. ELSE
• 31. ELSEIF
• 32. END
• 33. ENDSWITH
• 34. EXCLUDE
• 35. EXP
• 36. FIND
• 37. FINDNTH
• 38. FIRST()
• 39. FIXED
• 40. FLOAT
• 41. FLOOR
• 42. FULLNAME()
• 43. GET_JASON_OBJECT
• 44. GROUP_CONCAT
• 45. HEXBINX
• 46. HEXBINY
• 47. HOST
• 48. IF
• 49. IFNULL
• 50. IIF
• 51. INCLUDE
• 52. INDEX()
• 53. INT
• 54. ISDATE
• 55. ISFULLNAME()
• 56. ISMEMBEROF()
• 57. ISNULL
• 58. ISUSERNAME()
• 59. LAST()
• 60. LEFT
• 61. LEN
• 62. LN
• 63. LOG
• 64. LOG2
• 65. LOOKUP
• 66. LOWER
• 67. LTRIM
• 68. LTRIM_THIS
• 69. MAKEDATE
• 70. MAKEDATETIME
• 71. MAKETIME
• 72. MAX
• 73. MEDIAN
• 74. MID
• 75. MIN
• 76. MONTH
• 77. NOT
• 78. NOW
• 79. OR
• 80. PARSE_URL
• 81. PARSE_URL_QUERY
• 82. PERCENTILE
• 83. PI
• 84. POWER
• 85. PREVIOUS_VALUE
• 86. RADIANS
• 87. RANK
• 88. RANK_DENSE
• 89. RANK_MODIFIED
• 90. RANK_PERCENTILE
• 91. RANK_UNIQUE
• 92. RAWSQL_BOOL()
• 93. RAWSQL_DATE()
• 94. RAWSQL_DATETIME()
• 95. RAWSQL_INT()
• 96. RAWSQL_REAL()
• 97. RAWSQL_STR()
• 98. RAWSQLAGG_BOOL()
• 99. RAWSQLAGG_DATE()
• 100. RAWSQLAGG_DATETIME()
• 101. RAWSQLAGG_INT()
• 102. RAWSQLAGG_REAL()
• 103. RAWSQLAGG_STR()
• 104. REGEXP_EXTRACT
• 105. REGEXP_EXTRACT_NTH
• 106. REGEXP_MATCH
• 107. REGEXP_REPLACE
• 108. REPLACE
• 109. RIGHT
• 110. ROUND
• 111. RTRIM
• 112. RTRIM_THIS
• 113. RUNNING_AVG
• 114. RUNNING_COUNT
• 115. RUNNING_MAX
• 116. RUNNING_MIN
• 117. RUNNING_SUM
• 118. SCRIPT_BOOL
• 119. SCRIPT_INT
• 120. SCRIPT_REAL
• 121. SCRIPT_STRING
• 122. SIGN
• 123. SIN
• 124. SIZE()
• 125. SPACE
• 126. SPLIT
• 127. SQRT
• 128. SQUARE
• 129. STARTSWITH
• 130. STDEV
• 131. STDEVP
• 132. STR
• 133. SUM
• 134. TAN
• 135. THEN
• 136. TIMESTAMP_TO_USEC
• 137. TLD
• 138. TODAY
• 139. TOTAL
• 140. TRIM
• 141. UPPER
• 142. USEC_TO_TIMESTAMP
• 143. USERDOMAIN
• 144. USERNAME()
• 145. VAR
• 146. VARP
• 147. WHEN
• 148. WINDOW_AVG
• 149. WINDOW_COUNT
• 150. WINDOW_MAX
• 151. WINDOW_MEDIAN
• 152. WINDOW_MIN
• 153. WINDOW_PERCENTILE
• 154. WINDOW_STDEV
• 155. WINDOW_STDEVP
• 156. WINDOW_SUM
• 157. WINDOW_VAR
• 158. WINDOW_VARP
• 159. XPATH_BOOLEAN
• 160. XPATH_DOUBLE
• 161. XPATH_FLOAT
• 162. XPATH_INT
• 163. XPATH_LONG
• 164. XPATH_SHORT
• 165. XPATH_STRING
• 166. Year
• 167. ZN
• Notes
• Appendix F
• Appendix F: Companion Website
• Sample Workbooks
• Video Training Files
• Feature Updates on New Tableau Releases
• Useful Web Resources
• Recommended Reading
• Glossary
• Index