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Sawant Aniket - Tableau dashboard cookbook : over 40 recipes on designing professional dashboards by implementing data visualization principles

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Sawant Aniket Tableau dashboard cookbook : over 40 recipes on designing professional dashboards by implementing data visualization principles
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Tableau dashboard cookbook : over 40 recipes on designing professional dashboards by implementing data visualization principles: summary, description and annotation

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Key Features
  • Utilize the features of Tableau to create, design, and develop effective, beautiful dashboards
  • Use data visualization principles to help you to design dashboards that enlighten and support business decisions
  • Explore Tableaus functionality with practical lessons that help you to build your own solution as you progress through the book
Book Description

With increasing interest and enthusiasm for data visualization in the media, businesses are looking to create effective dashboards that engage as well as communicate the truth of data. Tableau makes data accessible to everyone, and is a great way of sharing enterprise dashboards across the business. The deceptively simple Tableau interface hides a variety and complexity of features available for dashboarding, and this book will help you to become familiar with these features.

Tableau offers an easy-to-use and fun way of designing, constructing, and sharing your dashboards. This book will familiarize you with its features and enable you to develop and enhance your dashboard skills, starting with an overview of what dashboard is followed by how you can collect data using various mathematical formulas. Next youll learn to filter and group data, as well as how to use various functions to present the data in an appealing and accurate way. The book will also teach you how to use the key advanced string functions to play with data and images. You will be walked through the various features of Tableau including dual axes, scatterplot matrices, heat maps, and sizing. Finally, this book will help you consider what to do next with your dashboard, whether its on a server or in collaboration with other tools.

What you will learn
  • Customize your designs to meet the needs of your business using Tableau
  • Use Tableau to prototype, develop, and deploy the final dashboard
  • Communicate and share your dashboards internally within the business, or externally with the rest of the world via Tableau public
  • Integrate your data to provide mashed-up dashboards
  • Be inspired with color, motion, and other design tricks when designing dashboards
  • Formulate your business rules into Tableau formulae that you can reuse
  • Consider your business users and data consumer needs as you learn about color theory and psychology and put them into action
About the Author

Jen Stirrup is an award-winning and internationally recognized business intelligence and data visualization expert, author, data strategist, and technical community advocate. She has been honored repeatedly, along with receiving peer recognition, as a Microsoft Most Valuable Professional (MVP) in SQL Server. She is one of the top 100 most globally influential tweeters on big data topics. Jen has nearly 20 years of experience in delivering business intelligence and data visualization projects for companies of various sizes across the world.

Table of Contents
  1. A Short Dash to Dashboarding!
  2. Summarizing Your Data for Dashboards
  3. Interacting with Data for Dashboards
  4. Using Dashboards to Get Results
  5. Putting the Dash into Dashboards
  6. Making Dashboards Relevant
  7. Visual Best Practices
  8. Tell the World! Share Your Dashboards

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Tableau Dashboard Cookbook

Tableau Dashboard Cookbook

Copyright 2014 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: May 2014

Production Reference: 1200514

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78217-790-6

www.packtpub.com

Cover Image by Aniket Sawant (<>)

Credits

Author

Jen Stirrup

Reviewers

Nuno Faustino

Mike Janecek

Nathan Krisanski

Patrick Spedding

Commissioning Editor

Edward Gordon

Acquisition Editor

Rebecca You

Content Development Editor

Arun Nadar

Technical Editors

Dennis John

Sebastian Michael Rodrigues

Pankaj Kadam

Copy Editors

Roshni Banerjee

Sarang Chari

Gladson Monteiro

Adithi Shetty

Project Coordinator

Venitha Cutinho

Proofreaders

Simran Bhogal

Maria Gould

Paul Hindle

Indexers

Hemangini Bari

Tejal Soni

Production Coordinator

Melwyn D'sa

Cover Work

Melwyn D'sa

About the Author

Jen Stirrup is an award-winning, internationally recognized business intelligence and data visualization expert, author, data strategist, and technical community advocate. She has been repeatedly honored, along with peer recognition, as one of the top 100 most globally influential tweeters on Big Data topics. Jen has over 16 years of experience in delivering Business Intelligence and data visualization projects for companies of various scales across the world.

I want to thank the most important person in my life, my son Matthew. I love him to the moon and backa millionty times. I dedicate this book to him.

I have been inspired by the genius of other people. In the words of Sir Isaac Newton, I stand on the shoulders of giants. My gratitude to Stephen Few, Edward Tufte, Raj M. Ratwani, and Ben Schneiderman. The Tableau community has boundless enthusiasm and a sense of fun, which has helped me to keep going. A special shout out to Jacqui, Ian Taylor, Dan Murray, and Tom Brown. I'd like to thank the great folks at Tableau, especially, Andy Cotgreave and Pat Hanrahan.

I would also like to thank the following people for their support and love; I appreciate it more than I can say. Toby, Gill, and Pippa Smith; Charlie and Joe Withey; Allan, Lesley, and Ewan Mitchell; my parents; and my brother.

I'd also like to thank the "SQLFamily"those in the global SQL Server and Microsoft Data Platform community, and of course, the "softies" themselves. They are just simply amazing, amazing people. They brighten my days and nights more than they know. Thank you!

I would like to thank everyone at Packt Publishing for their patience and hard work in helping to make this happen: Venitha, Rebecca, and Arun in particular. I would also like to thank the reviewers for their diligence and careful questions, and help in shaping this book.

About the Reviewers

Nuno Faustino has worked in data visualization, harvesting data from all kinds of web sources and databases since 2007. He specializes in QlikView and Tableau for dashboard production, usually after performing statistical analysis/modeling with tools such as R and SPSS.

He has mainly worked in the pharmaceutical industry for companies such as Cegedim and Johnson & Johnson. His skills have also been tested in the banking and insurance market during the challenge he took up to evaluate consumer intelligence in the UK.

At the academic level, Nuno published his thesis in 2009, in which he analyzed the efficiency of Portuguese pharmacies using Data Envelopment Analysis.

Mike Janecek has an undergraduate degree in Economics and MBA and has been providing analytical services for nearly 20 years in various institutes such as hospitals and insurance and investment companies. He has been following the data visualization movement since 2005 and using Tableau as his main tool of choice to generate visual analysis since early 2007.

Nathan Krisanski is a data analyst, consultant, and entrepreneur with over 10 years of industry experience and five years of experience working with Tableau Desktop and Server applications. He currently consults for several large-scale Australian companies, building and maintaining Tableau visualizations and installations for these clients.

Nathan graduated in 2007 with a Bachelor's degree in Information Technology, majoring in Software Development and Network Communications. He has worked in the health, real-estate, and banking and finance sectors, among many others.

Nathan is a Tableau partner and organizer for the Brisbane Tableau User Group. He was also a customer speaker at the 2012 European Tableau User Conference in Barcelona, Spain, and discussed the topic of dashboard integration and automation and spacial techniques.

Thank you to my girls, Kendall and Isabella. You'll are always in my thoughts and heart.

Patrick Spedding is a thought leader, evangelist, and strategic advisor in the area of Business Intelligence and Analytics. Over the 22 years of his career with IBM Cognos Business Intelligence, SAS Institute, and See-Change Solutions, Patrick had the opportunity to work in a number of roles, both functionally and geographically. These include the roles of the Director of Product Management for Cognos Asia-Pacific, Director of Field Marketing for Cognos West US, Area Technical Manager for Cognos West US, and SAS Solution Manager for Business Intelligence and Strategy Management.

Patrick is the Founder of See-Change Solutions, a Business Intelligence strategic advisory firm and a Tableau business partner. See-Change Solutions specializes in complex Business Intelligence deployments, including SAS/Tableau and Cognos/Tableau integration.

Patrick's qualifications include an MBA degree in Marketing (AIU), diploma in Management (University of Michigan), BSc (Hons) in Mathematics (Loughborough University), and Associate Fellow of the Australian Institute of Management (AFAIM). He is also Pragmatic Marketing Certified.

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