Tableau for Business Users: Learn to Automate and Simplify Dashboards for Better Decision Making

by Shankar Arul

Overview

Learn Tableau by working through concrete examples and issues that you are likely to face in your day-to-day work.

Author Shankar Arul starts by teaching you the fundamentals of data analytics before moving on to the core concepts of Tableau. You will learn how to create calculated fields, and about the currently available calculation functionalities in Tableau, including Basic Expressions, Level of Detail (LOD) Expressions, and Table Calculations. As the book progresses, you’ll be walked through comparisons and trend calculations using tables. A concluding chapter on dashboarding will show you how to build actionable dashboards to communicate analysis and visualizations. You’ll also see how Tableau can complement and communicate with Excel.

After completing this book, you will be ready to tackle the challenges of data analytics using Tableau without getting bogged down by the technicalities of the tool.

What Will You Learn

Master the core concepts of Tableau
• Automate and simplify dashboards to help business users
• Understand the basics of data visualization techniques
• Leverage powerful features such as parameters, table calculations, level of detail expressions, and more

Who is This book For

Business analysts, data analysts, as well as financial analysts.

Product Details

ISBN-13:	9781484277850
Publisher:	Apress
Publication date:	11/27/2021
Edition description:	1st ed.
Pages:	142
Product dimensions:	6.10(w) x 9.25(h) x (d)

About the Author

Shankar Arul holds a Masters in industrial engineering from Virginia Tech, USA and an MBA in Finance from ESSEC, France. He has more than 15 years of hands-on experience in the field of Data Visualization and data science. Having faced the frustrations of Business users in data-driven decision making, in companies such as BNP, Apple, Groupon and Kering, he decided to enable the Business users with the power of data visualization and Tableau through this book.

Table of Contents

Chapter 1: Introduction

Chapter Goal: The need for data visualization tools such as Tableau for business users

No of pages 4

Sub -Topics

1. Why visualize data

2. Who is this book for

3. How is this book different

Chapter 2: Installation and Setup

Chapter Goal: Onboard readers with the setup of tableau.

No of pages: 3

Sub - Topics

1. Installation of tableau

2. Data sources required for the exercises

Chapter 3: Fundamentals of Data

Chapter Goal: Gentle introduction to the fundamentals of data

No of pages : 6

Sub - Topics:

1. Data types

2. Data sources

3. Data preparation

4. Converting business questions to the language of data

Chapter 4: The Crux of Tableau

Chapter Goal: Distillation of the core concepts of Tableau

No of pages: 17

Sub - Topics:

1. 4 Building pillars

2. Putting it all together

3. Show me

3. Sheets & Dashboards

Chapter 5: Calculations

Chapter Goal: Enrich the data by creating calculated fields

No of pages: 16

Sub - Topics:

1. Grouping Values

2. Calculated Fields

3. Row level, Aggreation & Dis-Aggregation

4. Bringin more data

5. Importance of Cardinality

6. Data Modeling

Chapter 6: Tables & Table Calculations

Chapter Goal: Comparisons and trend calculations through tables

No of pages: 15

Sub - Topics:

1. Show me or start from scratch—

2. Table totals

3. Table calculations

4. Sorting

Chapter 7: Advanced Tips

Chapter Goal: Advanced functionalities of Tableau

No of pages: 15

Sub - Topics:

1. Dynamic Inputs - Parameters

2. Top 10/20/50 filters

3. Dual Axis

4. Shapes & Icons

5. Level of detail calculations

6. Reference lines & forecast

7. Order of operations

Chapter 8: Dashboards

Chapter Goal: Bring it all together by enabling users to build interactive dashboards

No of pages: 9

Sub - Topics:

1. Less I more

2. Dashboards: A view from 10000ft

3. Fit & Layout

4. Filters & Interaction

What People are Saying About This

From the Publisher

“In the age of Big Data, small businesses as well as large corporations need to rely on data anaytics for their day to day decisions and strategic orientations. This book provides an easy approach to quickly master data visualization using Tableau, allowing you to make clear and efficient choices”. —Ait Voncke, CEO, Aviv Group