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Ryan Sleeper - Practical Tableau: 100 Tips, Tutorials, and Strategies from a Tableau Zen Master

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Ryan Sleeper Practical Tableau: 100 Tips, Tutorials, and Strategies from a Tableau Zen Master
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Practical Tableau: 100 Tips, Tutorials, and Strategies from a Tableau Zen Master: summary, description and annotation

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If youre just getting started with Tableau softwareor already know the basicsthis practical book will take you to the next level for building compelling, interactive data visualization applications. Author Ryan Sleeper is one of the most qualified Tableau consultants in the world, having earned the titles of Tableau Zen Master (2016/17), Tableau Iron Viz Champion (2013), and author of the Tableau Public Visualization of the Year (2015). Practical Tableau takes you beyond web posts and videos to give you a firm understanding in Tableau for finding valuable insights in data.

Youll start with the fundamentalseither to learn them for the first time or to brush up on key conceptsand then dive into a strategic framework for data visualization and storytelling techniques. Youll also learn valuable tips and tricks created by the author.

Practical Tableau is organized into five sections:

  • Fundamentals: get started using Tableau from scratch
  • Framework: explore the INSIGHT framework, a proprietary process for building Tableau dashboards
  • Storytelling: learn tangible tactics for storytelling with data
  • Chart Types: use step-by-step tutorials to build a variety of charts in Tableau
  • Tips & Tricks: learn innovative uses of parameters, color theory, making your Tableau workbooks run efficiently, and more

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Practical Tableau

Ryan Sleeper

Copyright 2017 Ryan Sleeper

All rights reserved.

Published by OReilly Media, Inc., 1005 Gravenstein Highway North, Sebastopol, CA 95472.

ISBN-13: 9781491977316

4/20/17

Part 1: Fundamentals

Chapter 1 - How to Learn Tableau: My Top Five Tips - AVAILABLE

Chapter 2 Which Tableau Product is Best for Me? - AVAILABLE

Chapter 3 An Introduction to Connecting to Data - AVAILABLE

Chapter 4 Shaping Data for Use with Tableau - AVAILABLE

Chapter 5 Getting a Lay of the Land - AVAILABLE

Chapter 6 Dimension vs. Measure - AVAILABLE

Chapter 7 Discrete vs. Continuous - AVAILABLE

Chapter 8 5 Ways to Make a Bar Chart / An Introduction to Aggregation - AVAILABLE

Chapter 9 Line Graphs, Independent Axes, and Date Hierarchies - AVAILABLE

Chapter 10 Marks Cards, Encoding, and Level of Detail - AVAILABLE

Chapter 11 An Introduction to Filters - AVAILABLE

Chapter 12 An Introduction to Calculated Fields - AVAILABLE

Chapter 13 - An Introduction to Table Calculations - AVAILABLE

Chapter 14 An Introduction to Parameters - AVAILABLE

Chapter 15 An Introduction to Sets - AVAILABLE

Chapter 16 An Introduction to Level of Detail Expressions - AVAILABLE

Chapter 17 - An Introduction to Dashboards and Distribution- AVAILABLE

Part 2: The INSIGHT Framework for Data Visualization

Chapter 18 Introducing the INSIGHT Framework for Data Visualization - AVAILABLE

Chapter 19 Identify Business Question - AVAILABLE

Chapter 20 Name KPIs - AVAILABLE

Chapter 21 Shape Data - AVAILABLE

Chapter 22 Initial Concept - AVAILABLE

Chapter 23 Gather Feedback - AVAILABLE

Chapter 24 Hone Dashboard - AVAILABLE

Chapter 25 Tell the Story

Part 3: Storytelling

Chapter 26 Introduction to Storytelling - AVAILABLE

Chapter 27 An Analogy for Data Visualization: Tableaus Iron Viz Championship - AVAILABLE

Chapter 28 Tip 1: Know your Audience - AVAILABLE

Chapter 29 Tip 2: Smooth the Excel Transition - AVAILABLE

Chapter 30 Tip 3: Leverage Color - AVAILABLE

Chapter 31 Tip 4: Keep it Simple - AVAILABLE

Chapter 32 Tip 5: Use the Golden Ratio - AVAILABLE

Chapter 33 Tip 6: Retell An Old Story - AVAILABLE

Chapter 34 Tip 7: Dont Neglect the Set-Up - AVAILABLE

Chapter 35 Tip 8: Dont Use Pie Charts - AVAILABLE

Chapter 36 Tip 9: Use Comparisons - AVAILABLE

Chapter 37 Tip 10: Use Callout Numbers - AVAILABLE

Chapter 38 Tip 11: Allow Discovery - AVAILABLE

Chapter 39 Tip 12: Balance Data and Design - AVAILABLE

Chapter 40 Tip 13: Eliminate Chartjunk (but Not Graphics) - AVAILABLE

Chapter 41 Tip 14: Use Freeform Dashboard Design - AVAILABLE

Chapter 42 Tip 15: Tell a Story- AVAILABLE

Part 4: Chart Types

Chapter 43 A Spreadsheet is Not a Data Visualization - AVAILABLE

Chapter 44 How to Make a Highlight Table - AVAILABLE

Chapter 45 How to Make a Heat Map - AVAILABLE

Chapter 46 How to Make a Dual-Axis Combination Chart - AVAILABLE

Chapter 47 How to Make a Scatter Plot - AVAILABLE

Chapter 48 How to Make a Tree Map - AVAILABLE

Chapter 49 How to Make Sparklines - AVAILABLE

Chapter 50 How to Make Small Multiples - AVAILABLE

Chapter 51 How to Make Bullet Graphs - AVAILABLE

Chapter 52 How to Make a Stacked Area Chart - AVAILABLE

Chapter 53 How to Make a Histogram - AVAILABLE

Chapter 54 How to Make a Box-and-Whisker PlotChapter 55 How to Make a Symbol Map with Mapbox Integration - AVAILABLE

Chapter 56 How to Make a Filled Map - AVAILABLE

Chapter 57 How to Make a Dual-Axis Map - AVAILABLE

Chapter 58 How to Map a Sequential Path - AVAILABLE

Chapter 59 How to Map Anything in Tableau - AVAILABLE

Chapter 60 How to Make Custom Polygon Maps - AVAILABLE

Chapter 61 How to Make a Gantt Chart - AVAILABLE

Chapter 62 How to Make a Waterfall Chart - AVAILABLE

Chapter 63 How to Make Dual-Axis Slope Graphs - AVAILABLE

Chapter 64 How to Make Donut Charts - AVAILABLE

Chapter 65 How to Make Funnel Charts - AVAILABLE

Chapter 66 Introducing Pace Charts in Tableau - AVAILABLE

Chapter 67 How to Make a Pareto Chart - AVAILABLE

Chapter 68 How to Make a Control Chart - AVAILABLE

Chapter 69 How to Make Dynamic Dual-Axis Bump Charts - AVAILABLE

Chapter 70 How to Make Dumbbell Charts - AVAILABLE

Chapter 71 How and Why to Make Customizable Jitter Plots - AVAILABLE

Part 5. Tips & Tricks

Chapter 72 How to Create Icon-Based Navigation or Filters - Not available

Chapter 73 How to Make a What-If Analysis Using Parameters - Not available

Chapter 74 3 Ways to Add Alerts to Your Dashboards - Not available

Chapter 75 How to Add Instructions or Methodology Using Custom Shape Palettes - Not available

Chapter 76 10 Tableau Data Visualization Tips I Learned from Google Analytics - Not available

Chapter 77 Tableau Pie Chart: A Better Approach - Not available

Chapter 78 How to Compare and Create Segments - Not available

Chapter 79 Five Ways to Balance Data and Design in Tableau Without Graphic Design - Not available

Chapter 80 Leveraging Color to Improve Your Data Visualization - Not available

Chapter 81 3 Creative Ways to Use Dashboard Actions - Not available

Chapter 82 How to Conditionally Format Individual Rows or Columns - Not available

Chapter 83 5 Tips for Creating Efficient Workbooks - Not available

Chapter 84 Using Level of Detail Expressions to Create Benchmarks - Not available

Chapter 85 Designing Device-Specific Dashboards - Not available

Chapter 86 How to Make a Stoplight 100-Point Index - Not available

Chapter 87 The Case for One-Dimensional Unit Charts - Not available

Chapter 88 How to Highlight a Dimension - Not available

Chapter 89 Allow Users to Choose Measures and Dimensions - Not available

Chapter 90 How to Dynamically Format Numbers - Not available

Chapter 91 How to Change Date Aggregation Using Parameters - Not available

Chapter 92 How to Equalize Year Over Year Dates - Not available

Chapter 93 How to Filter Out Partial Time Periods - Not available

Chapter 94 How to Compare Two Date Ranges on One Axis - Not available

Chapter 95 How to Compare Unequal Date Ranges on One Axis - Not available

Chapter 96 How to Make a Cluster Analysis - Not available

Chapter 97 5 Tips for Making Your Tableau Public Viz Go Viral - Not available

Chapter 98 3 Ways to Make Beautiful Bar Charts in Tableau - Not available

Chapter 99 3 Ways to Make Lovely Line Graphs in Tableau - Not available

Chapter 100 3 Ways Psychological Schemas Can Improve Your Data Visualization

Chapter 1 - How to Learn Tableau: My Top Five Tips

Tableaus mission is to help people see and understand their data, and I can tell you that after youve mastered a few of the fundamentals, it is an extremely easy way to do just that. For basic analyses, such as looking at a measure such as sales, and slicing and dicing that measure by a dimension such as region, Im not sure anything could be easier than Tableau. However, there can be a substantial learning curve required to get exactly what you want out of the software. In fact, for me personally it has been a career-long education spanning eight years using Tableau. While Ive been through some growing pains and experienced some frustration learning the tool, I mostly view my lack of perfection as good news. The challenge keeps my job interesting and I continue to get excited discovering innovative solutions to complex problems that have led to several successful visualizations.

This chapter shares my top tips for how to learn Tableau, whether you have a budget of $0 or $5,000.


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