Ryan Sleeper - Tableau Desktop Pocket Reference
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To Tableau and its community,
Thank you for making my career fulfilling and fun.
by Ryan Sleeper
Copyright 2021 Playfair Data, LLC. All rights reserved.
Printed in the United States of America.
Published by OReilly Media, Inc. , 1005 Gravenstein Highway North, Sebastopol, CA 95472.
OReilly books may be purchased for educational, business, or sales promotional use. Online editions are also available for most titles (http://oreilly.com). For more information, contact our corporate/institutional sales department: 800-998-9938 or corporate@oreilly.com .
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- May 2021: First Edition
- 2021-04-20: First Release
See http://oreilly.com/catalog/errata.csp?isbn=9781492093480 for release details.
The OReilly logo is a registered trademark of OReilly Media, Inc. Tableau Desktop Pocket Reference, the cover image, and related trade dress are trademarks of OReilly Media, Inc.
The views expressed in this work are those of the author, and do not represent the publishers views. While the publisher and the author have used good faith efforts to ensure that the information and instructions contained in this work are accurate, the publisher and the author disclaim all responsibility for errors or omissions, including without limitation responsibility for damages resulting from the use of or reliance on this work. Use of the information and instructions contained in this work is at your own risk. If any code samples or other technology this work contains or describes is subject to open source licenses or the intellectual property rights of others, it is your responsibility to ensure that your use thereof complies with such licenses and/or rights.
978-1-492-09348-0
[MBP]
The single most-common question I hear is, What advice do you have for someone getting started with Tableau? Ive always said that Tableau is one of those tools that takes a day to learn but a lifetime to master. The book youre reading now covers all the topics I wish I knew the first day I opened Tableau Desktop over a decade ago.
While Ive covered many of these topics before in my first book, Practical Tableau, I have completely rewritten every chapter from scratch to incorporate everything Ive learned along the way. My hope is that you find this book to be a rock-solid foundation and reference during your own Tableau and visual analytics journey.
The following typographical conventions are used in this book:
ItalicIndicates new terms, URLs, email addresses, filenames, and file extensions.
Constant widthUsed for program listings, as well as within paragraphs to refer to program elements such as variable or function names, databases, data types, environment variables, statements, and keywords.
Constant width boldShows commands or other text that should be typed literally by the user.
Constant width italicShows text that should be replaced with user-supplied values or by values determined by context.
With a mission to create a comprehensive blended learning environment, Playfair Data launched its own on-demand Tableau training platform, Playfair Data TV. With more than 100 episodes covering many approaches developed personally by the instructor, Playfair Data TV is one of the largest and fastest-growing collections of Tableau video tutorials available.
For more than 40 years, OReilly Media has provided technology and business training, knowledge, and insight to help companies succeed.
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I would like to thank the following people who went above and beyond what was asked to improve the quality of this book:
Brandi Beals, Ethan Lang, and Ken Flerlage for your technical reviews and patience as I refined my thoughts. Corbin Collins for your editing and meticulous attention to detail. Jason Penrod for lending your design and user experience expertise to the figures in this book.
The first thing to know as youre getting started is that you dont simply download Tableau. Tableau is a brandand under its brand umbrella, it provides a family of end-to-end, self-service analytics products, spanning data engineering to dashboard distribution. The choice of which product you download, use, or access comes down to your role within your organization, the permissions you have to access confidential company data, and/or the trust you have to share insights with others. This chapter covers Tableaus current product lineup, its licensing model, and version updates.
Tableau Prep Builder is drag-and-drop data engineering software that allows you to connect to various data sources and prepare them for use with Tableau Desktop or other software programs. With Tableau Prep Builder, you can combine, clean, aggregate, and/or pivot data before either saving it locally or publishing it to a central repository for others to use.
Tableau Prep Conductor, included in Tableaus Data Management add-on, allows you to schedule and automate the data engineering flows that are developed within Tableau Prep Builder.
For an in-depth guide to Tableau Prep Builder and Tableau Prep Conductor, check out Tableau Prep: Up & Running by Carl Allchin (OReilly, 2020).
Tableau Desktop is drag-and-drop analytics and data visualization software. With Tableau Desktop, you can connect to a wide variety of data sources, explore data of all sizes, create ad hoc analyses on the fly, combine multiple elements into cohesive dashboards for easier consumption, share views with others, and much more. Tableau Desktop is the focus of this book.
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