Tableau Strategies

Spis treści ebooka

• Preface
  • Who Should Read This Book
  • Why We Wrote This Book
  • Navigating This Book
  • Conventions Used in This Book
  • OReilly Online Learning
  • How to Contact Us
  • Acknowledgments
• 1. Categorical Analysis
  • Bar Charts: Banco de Tableau Case Study
    • Strategy: Build a Bar Chart in Tableau
    • Strategy: Create a Top N Bar Chart
    • Strategy: Dynamically Group Other Dimensions
    • Strategy: Enhance Your Bar Chart with Color
    • Strategy: Left-align Text
    • Strategy: Create Bars with Labels on Top
    • Strategy: Create a Percent-of-Maximum Bar Chart
  • Bar-on-Bar Charts: Amplify Performance Case Study
    • Strategy: Create a Bar-on-Bar Chart
  • Treemaps: Amplify Performance Case Study
    • Strategy: Create a Basic Treemap
    • Strategy: Create Drillable Treemaps
    • Strategy: Encode a Continuous Measure with Color
  • Pie and Donut Charts: IT Employee Wellness Project Case Study
    • Strategy: Build a Basic Pie Chart
    • Strategy: Build a Donut Chart
    • Strategy: Create Small Multiples
  • Conclusion
• 2. Quantitative Analysis
  • Histograms: Office Essentials Case Study
    • Strategy: Make a Simple Histogram of Purchasing Behavior
    • Strategy: Create a Histogram with a Continuous Bin
    • Strategy: Use LOD Expressions in Histograms
  • Dot Plots and Jitterplots: Office Essentials Case Study
    • Strategy: Create a Basic Dot Plot
    • Strategy: Create a Jitterplot
  • Ranged Dot Plots: Office Essentials Case Study
    • Strategy: Create a Ranged Dot Plot
    • Strategy: Use Median and Leveraged Percentiles
  • Box Plots: Spear-Tukey Shipping Case Study
    • Strategy: Create a Basic Box Plot
    • Strategy: Combine a Box Plot and Histogram
  • Line Charts: Office Essentials Case Study
    • Strategy: Build a Line Chart
    • Strategy: Add Reference Distributions to a Line Chart
    • Strategy: Add a Standard Deviation to a Line Chart
    • Strategy: Use Reference Distributions as an Alerting Tactic
  • Calculated Dimensions Based on Statistics: Banco de Tableau Case Study
    • Strategy: Assign a Summary Statistical Value to Data Points
  • Pareto Charts: Amplify Performance (AP) Case Study
    • Strategy: Use Pareto Charts to Show Categorical Data
  • Conclusion
• 3. Making Comparisons
  • Bar Charts and Alternatives: Amplify Performance Case Study
    • Strategy: Compare with a Basic Bar Chart
    • Strategy: Convert a Vertical Bar Chart to Horizontal
    • Strategy: Create a Lollipop Chart
    • Strategy: Create a Basic Cleveland Dot Plot
  • Bar Charts for Rank Changes: AP Case Study
    • Strategy: Show Rank and Change of Rank on a Bar Chart
  • Bump Charts for Rank Changes over Multiple Periods: AP Case Study
    • Strategy: Make a Bump Chart
  • Barbell Plots for Hierarchical Data: Office Essentials Case Study
    • Strategy: Build a Barbell Plot
  • Trellis Charts/Small Multiples: Office Essentials Case Study
    • Strategy: Create a Trellis Chart for a Single Dimension
  • Parallel Coordinates Plots for Multiple Measures: OE Case Study
    • Strategy: Build a Parallel Coordinates Chart
  • Conclusion
• 4. Working with Time
  • Understanding Dates and Time
    • Date Parts and Date Values
    • Date Calculations
  • Date Hierarchies and Custom Dates
    • Discrete Versus Continuous Dates
  • Call Frequency: Chips and Bolts Call Center Case Study
    • Strategy: Determine Total Call Time by Hour
    • Strategy: Create a Plot to Measure Total Call Time by Minute
    • Strategy: Create a Continuous Datetime Axis by the Second
    • Strategy: Create a Continuous Datetime Axis for 15-Second Intervals
    • Strategy: Create a Continuous Datetime Axis for 15-Minute Intervals
  • Heatmaps (Highlight Tables)
    • Strategy: Build an Essential Heatmap
    • Strategy: Create a More Detailed Heatmap
  • Comparing Values Year-to-Date: CaB Call Center Case Study
    • Strategy: Show Progress to the Total by Using Two Bar Charts
    • Strategy: Compare Similar Periods on a Line Chart
  • Automated Reports
  • Automating Reports for Month-over-Month and Year-over-Year Change: CaB Call Center Case Study
    • Strategy: Automated Rolling Table
  • Nonstandard Calendars
    • Strategy: Build a Monthly Bar Chart with a June 1 Fiscal Year Start
  • Visualizing the 4-5-4 Calendar: Office Essentials Case Study
    • Strategy: Build a Bar Chart Using the 4-5-4 Retail Calendar
  • Conclusion
• 5. Key Performance Indicators
  • Displaying KPIs
  • Displaying KPIs: Office Essentials Case Study
    • Strategy: Designing Clear KPIs
    • Strategy: Create Single-Sheet KPIs
    • Strategy: Automate Your KPIs
    • Strategy: Create Year-over-Year Calculations
  • Sparklines
  • Sparklines: Office Essentials Case Study
    • Strategy: Create Sparklines
    • Strategy: Create Year-to-Date Sparklines
    • Strategy: Create Rolling 24-Month Sparklines
    • Strategy: Build Delta Spark Bars
    • Strategy: Progress to Target
  • Multiple KPIs as a Scorecard
  • KPI Scorecard: Office Essentials Case Study
    • Strategy: Create Aggregate KPIs
  • Tracking Daily Changes: Office Essentials Case Study
    • Strategy: Create Month-to-Date Sparklines
    • Strategy: Create Month-to-Date KPIs
    • Strategy: Combine KPI Visualizations in a Dashboard
  • Conclusion
• 6. Building Impactful Tables
  • Building Great Tables
    • Ensure a Clear Purpose for Your Table
    • Format Your Table to Maximize Readability
  • Using Color in Tables: Office Essentials Case Study
    • Strategy: Create a Table Using Limited Color
    • Strategy: Encode Color with Dots
  • Moving Beyond Measure Names and Values: Office Essentials Case Study
    • Strategy: Create a Table Body Without Measure Names or Measure Values
    • Strategy: Create Table Headers Without Measure Names or Measure Values
    • Strategy: Use Measures as Headers
  • Problem-Solving with Subsets and Hiding the Dreaded Abc: Office Essentials Case Study
    • Strategy: Show the Top Products Within Sub-Categories
    • Strategy: Hide the Abc
  • Conclusion
• 7. Working with Geospatial Data
  • Choropleth (Filled) Maps
  • Displaying Customer Penetration with Choropleth Maps: Office Essentials Case Study
    • Strategy: Create a Simple Choropleth Map
    • Strategy: Normalize a Choropleth Map
    • Strategy: Add a Custom Color Palette
    • Strategy: Make a Decile Choropleth Map
  • Symbol Maps
  • Using Symbol Maps to Show Profitability and Channel Distribution: OE Case Study
    • Strategy: Create a Symbol Map
    • Strategy: Create a Map with Donut Charts
  • Tile Maps (Cartograms)
  • Showing Education Level with a Tile Map: Aloft Educational Services Case Study
    • Strategy: Build a Square Tile Map
    • Strategy: Compare Parts Against the Whole with a Tile Map
  • Built-in Features and Functions
  • Using Built-in Features and Functions with Marketing Data: SAGE Digital Marketing Case Study
    • Strategy: Build Custom Polygons Using Groups
    • Strategy: Build Custom Polygons Using Underlying Geographic Data
    • Strategy: Use the Distance Function to Show Zip Codes Distance from a Central Location
    • Strategy: Use the Buffer Function to Map a Trade Area Using Radial Distance
    • Strategy: Create Paths Between a Starting Point and Destinations with MakePoint and MakeLine
  • Conclusion
• 8. Advanced Mathematical Concepts
  • Forecasting
  • Using Forecasting to Predict Staffing Needs: CaB Call Center Case Study
    • Strategy: Create a Monthly Forecast
  • Relationships Between Two Numerical Values
  • Using Scatter Plots to See Relationships Between Spend and Conversions: SAGE Digital Marketing Case Study
    • Strategy: Create a Scatter Plot
    • Strategy: Create a Quadrant Chart
    • Strategy: Add a Trend Line to a Scatter Plot
  • Cluster Analysis
  • Creating Segmentation Among Employees to Assess Differences in Attrition: Banco de Tableau Case Study
    • Strategy: Add Cluster Analysis to a Scatter Plot and Use Analysis in Another Chart
  • Alternative Axis and Many Multiples
  • Tracking Positive Cases of COVID-19 Globally: Logistics Case Study
    • Strategy: Use a Logarithmic Axis to Understand Rate of Change
    • Strategy: Normalize a Date Axis
    • Strategy: Create a Trellis Chart
  • Advanced Modeling Using Statistical Add-Ons
  • Using Python Analytics Extension for Web Page A/B Testing: Squeaks Pet Supply Case Study
  • Sentiment Analysis on Customer Reviews: Amazing Products Case Study
  • Conclusion
• 9. Constructing Dynamic Analyses
  • Parameters
  • Using Parameters to Change Measures and Dimensions: Office Essentials Case Study
    • Strategy: Use a Parameter to Change a Measure in a Bar Chart
    • Strategy: Use Regex Functions to Dynamically Format a Parameterized Metric
    • Strategy: Use a Parameter to Change the Dimension in a Bar Chart
  • Using Parameters to Set Time Periods and Date Aggregations in Line Charts: Office Essentials Case Study
    • Strategy: Use a Parameter to Change the Date in a Line Chart
    • Strategy: Add Hidden Date Filters to Prevent Truncated Time Parts
  • Using Parameter Actions to Change Trended Metrics: SAGE Digital Marketing Case Study
    • Strategy: Change a Metric Dynamically Using Parameter Actions and Measure Names
  • Using Parameter Actions to View Daily and 7-Day Average Value: SAGE Digital Marketing Case Study
    • Strategy: Compute a 7-Day Moving Average Reference Line That Dynamically Changes with a Date Selection
  • Sets and Set Actions
  • Using Set Actions to Drill Down and Filter Data: Digital Marketing Case Study
    • Strategy: Drill from Week to Date in a Line Chart
    • Strategy: Expand a Section of a Data Table
  • Animation
  • Competitor Analysis Study: Using Animations to Compare Ranking Performance
    • Strategy: Build an Animated Bump Chart
    • Strategy: Create a Racing Bar Chart
  • Conclusion
• 10. Advanced Data Modeling
  • Data Modeling
    • Strategy: Create a Calendar with Data Densification
    • Strategy: Create Rounded Bar Charts
    • Strategy: Create an Accordion Table
    • Strategy: Create a Sales Funnel
  • Market Basket Analysis
    • Strategy: Basket Analysis
    • Strategy: Build a Multidimension Waterfall
    • Strategy: Layer Marks with Maps Without Making a Map
  • Conclusion
  • Further Reading
• 11. Advanced Interactivity
  • Sheet Swapping with Parameters and Parameter Actions: Superstore Case Study
    • Strategy: Use Parameter-Based Sheet Swapping
    • Strategy: Use a Parameter-Action Sheet Swap
    • Strategy: Automatically Deselect Marks
  • Using Parameters and Parameter Actions to Create Multiple Select Parameters: Superstore Case Study
    • Strategy: Create a Multiple-Select Parameter
  • Swapping Metrics Using Parameter Actions: Office Essentials Case Study
    • Strategy: Use Sheets as Buttons
  • Adding Pagination to Tables with Parameters, Parameter Actions: Superstore Case Study
    • Strategy: Add Table Pagination
  • Creating Dynamic, Single-Click Drill-Throughs: Superstore Case Study
    • Strategy: Build Drill-Through Interactivity
  • Conclusion
  • Further Reading
• 12. Building Dashboards and Data Products
  • Dashboard Design
    • Know Your Audience
      • People-focused
      • Metrics-focused
      • Data-focused
      • Security-focused
    • Dashboard Types
      • Static
      • Exploratory
      • Curated
      • Mobile
  • Mobile Dashboard Design
    • Design Details
    • Strategy: Display Different Visuals for Desktop and Mobile
      • Part 1: Connect
      • Part 2: Create the desktop table
      • Part 3: Create the mobile table
      • Part 4: Create the desktop dashboard
      • Part 5: Create the mobile dashboard
  • Accessibility
    • Dyslexia
      • Types of fonts
      • Choosing the best font
      • Text alignment
      • Interword spacing
      • Headings
      • Line length
      • Line spacing
      • Padding
      • Background color
      • Writing style
      • Lists
    • Color and Visual Impairment
  • Formatting Consistency
    • Rounding Numbers
    • Axes Versus Labels
    • Font Styling
  • Conclusion
• 13. The Broader Tableau Ecosystem
  • Data Preparation: Where and When
    • Spreadsheets: Microsoft Excel
    • Traditional Data Preparation: SQL
    • Modern Data Preparation: ELT Tools
    • Review
  • Building a Thriving Analytics Platform
  • Future Trends
    • Data Journalism and the Rise of Data Storytelling
    • Analytics Within Human Workflows
    • Analytics as a Product
  • Conclusion
• 14. Industry Frameworks
  • Healthcare
  • Education
    • Elementary, Middle, and High School
    • College and University
  • Logistics
  • Marketing
  • Sales
  • Retail
  • Finance
  • Conclusion
• Index

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