The Tableau Workshop: A practical guide to the art of data visualization with Tableau by Sumit Gupta (PDF)

Description

Learn how to bring your data to life with this hands-on guide to visual analytics with TableauKey FeaturesMaster the fundamentals of Tableau Desktop and Tableau PrepLearn how to explore, analyze, and present data to provide business insightsBuild your experience and confidence with hands-on exercises and activitiesBook DescriptionLearning Tableau has never been easier, thanks to this practical introduction to storytelling with data. The Tableau Workshop breaks down the analytical process into five steps: data preparation, data exploration, data analysis, interactivity, and distribution of dashboards. Each stage is addressed with a clear walkthrough of the key tools and techniques you’ll need, as well as engaging real-world examples, meaningful data, and practical exercises to give you valuable hands-on experience.As you work through the book, you’ll learn Tableau step by step, studying how to clean, shape, and combine data, as well as how to choose the most suitable charts for any given scenario. You’ll load data from various sources and formats, perform data engineering to create new data that delivers deeper insights, and create interactive dashboards that engage end-users.All concepts are introduced with clear, simple explanations and demonstrated through realistic example scenarios. You’ll simulate real-world data science projects with use cases such as traffic violations, urban populations, coffee store sales, and air travel delays.By the end of this Tableau book, you’ll have the skills and knowledge to confidently present analytical results and make data-driven decisions.What you will learnBecome an effective user of Tableau Prep and Tableau DesktopLoad, combine, and process data for analysis and visualizationUnderstand different types of charts and when to use themPerform calculations to engineer new data and unlock hidden insightsAdd interactivity to your visualizations to make them more engagingCreate holistic dashboards that are detailed and user-friendlyWho this book is forThis book is for anyone who wants to get started on visual analytics with Tableau. If you’re new to Tableau, this Workshop will get you up and running. If you already have some experience in Tableau, this book will help fill in any gaps, consolidate your understanding, and give you extra practice of key tools.Table of ContentsIntroduction: Visual Analytics with TableauData Preparation: Using Tableau DesktopData Preparation: Using Tableau PrepData Exploration: Comparison and CompositionData Exploration: Distributions and RelationshipsData Exploration: Exploring Geographical DataData Analysis: Creating and Using CalculationsData Analysis: Creating and Using Table CalculationsData Analysis: Creating and Using Level of Details (LOD) CalculationsDashboards and StoryboardsTableau Interactivity: Part 1

User’s Reviews

Editorial Reviews: About the Author Sumit Gupta is an analytics professional with more than 7 years’ experience spanning across marketing, sales, and product analytics. As a consultant and trainer, he has utilized Tableau to build better data-driven teams for his organization. Sumit specializes in translating vast amounts of data into easy-to-understand dashboards which provide actionable intelligence. He is a Tableau Certified Associate and enjoys training data enthusiasts to become better Tableau developers and certified Tableau associates. This book is one such effort to reach masses.Sylvester Pinto has been using Tableau for almost a decade now for improving business performance for different industries. Sylvester has designed various business solutions using Tableau for different organizations leading to a huge impact to improve their businesses. He has a Tableau certification and as a consultant designs solutions for various organizations.Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as “civilize”), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau’s visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.Jean-Charles (JC) Gillet is a seasoned business analyst with over 7 years of experience with SQL at both a large-scale multinational company in the United Kingdom and a smaller firm in the United States, and 5 years of Tableau experience. He has been working with Tableau and SQL for multiple years to share his expertise with his colleagues, as well as delivering SQL training. A French national, JC holds a master’s degree in executive engineering from Mines ParisTech and is a Tableau Desktop Certified Associate.In his free time, he enjoys spending time with his wife and daughter (to whom he dedicates his work on this book) and playing team handball, having competed in national championships.Kenneth Michael Cherven is a Data Analyst and Visualizer based in Detroit, Michigan, USA. He has worked with Tableau for more than 15 years with a focus on making complex data easily understood through the of interactive dashboards and creative displays. Beyond his work in the automotive sector, Kenneth analyzes data and creates visualizations using open data sources from the baseball, government, music, and craft beer domains. Ken has previously published two titles for Packt – Network Graph Analysis and Visualization with Gephi and Mastering Gephi Network Visualization.

Reviews from Amazon users which were colected at the time this book was published on the website:

⭐How hard the contents are? But that’s a personal issue

⭐As a rising Data Scientist, I have been interested in the field of data visualization and explored tools including Tableau, Microsoft Power BI, Looker/Google Data Studio, and Excel. I have frankly found Tableau much less intuitive than Power BI, but certainly powerful and packed with useful functionality.Enter “The Tableau Workshop.” This book overlooks NO detail on how to properly set up projects, connect (multiple) data sources, and put your data viz to work. It goes into depth on a variety of data joins, aggregations, and transformations, and has a great section on custom SQL querying. (Personally, I would recommend practicing data professionals perform many of these actions upstream before working with a visualization tool, but it’s certainly possible and reading through this will broaden most anyone’s horizons.)As you might expect from a book on data visualization, this work is packed with example graphs and I appreciate the breadth of the curated selection inside. Find inspiration in less-familiar ideas like tree-maps, area charts, and charts with stacked variables, as well as the usual suspects of line and bar graphs. And again, this book will spare no detail on how to utilize Tableau Desktop and more to export and present your finished work in a variety of formats and contexts.

⭐After having reviewed and advance copy of this book I can honestly say that it is just the sort of guide I would have wanted five years ago when I began my journey with Tableau. I suspect like at least some of you reading this review you’ve done like me and spent your time learning about Tableau in at least some of the following ways:1. Tableau Forums2. Documentation in Tableau itself3. Reverse-engineering others’ work4. Trial and error (I’ve done A LOT of this one)5. Online videos from YouTube, LinkedIN, TableauYou’ll see that none of those include “book” and so I approached this review being a bit skeptical. I will say that there is still always the risk that as Tableau adds new features at a rather rapid pace you find that over time this particular version of the book will become dated, and the writers will need to either publish addendums or an entirely new version. In either case if they do the same sort of thorough job they did with this version you would do well to spend the bit of money to keep current by having the latest version in you Tableau learning toolkit.All of that said here are the things I appreciated about this book.There was a nice bit of coverage of not just the how to accomplish tasks in Tableau (for which there are so many ways to do things) but there were also nods to the processes that a developer might follow in order to get to the point of starting a project. This asks the developer to think about the types of questions they might being asked to help answer in advance of their analysis.Tableau Prep. Prep always seems to me to be somewhat of the forgotten third child of the Tableau world (with Desktop and Server getting so much more attention). The fact that this includes Tableau Prep makes it a lot more valuable.The one major miss (and there really is just this one) is any real coverage of the new “Relationships” feature. There is coverage of joins and blends, but Relationships are so much more powerful than either it would seem to me to be better to spend more effort on that (and maybe less on LoD calculations) which can be less important if you are using Relationships. As it stands, there is just a link to Tableau’s documentation on the topic along with a note that in version 2021.4 and later the process may look different. Since I am writing this review in the year 2022 and there is already a 2022.1 version available, I will simply refer this review reading back to my previous comment about how this is a book and books become dated over time.The remaining chapters do a fine job of taking even the novice user through how to create explorations and analyses. These topics can be covered by any of the five resources I note above but having them all in one book a new Tableau developer can keep at the ready (or even work through as part of a just-in-time learning process) is where you’ll see the benefit from this purchase.

⭐This is a huge book with a ton of information to get novice Tableau users off the ground running. As with many other “how to learn Tableau” books, it takes you through all the basic aspects of starting with Tableau – from the data connections, to making charts, to learning about dashboards and actions. The book is very comprehensive and I was impressed that it even had a chapter on Tableau Prep, which I think is a great addition to the book that many other books like this one do not have.The organization of the book is easy to follow and includes many pictures to help guide the reader. I appreciated that the author showed first HOW to create charts manually then showed the “easy” way using the Show Me pane. I think it’s best to teach people how Tableau works so that they can customize charts better down the road.My only few items of criticism was that the booked lacked information on the relationship data model which has been out for a few years now and has a massive impact on how someone can join and analyze data from various tables. Additionally, there were some bad practices taught or shown that I think just should be completely avoided. For example, the author shows a treemap as a way to show many data points when a bar chart would be too long. Treemaps really should be for hierarchical data and I think teaching this chart as an alternative to a bar chart is wrong. There were a few other examples (using red/green colors) that I just think should be avoided. It’s best to always teach best practices and I think it’s particularly important for new users not to see examples of charts or colors that they may replicate without understanding the consequences.Another thing I think was missing is just more about dashboard design and really how to create comprehensive views that help users take action. I think this is something lacking in more Tableau books because the focus is on all the foundational skills that putting together a great dashboard is often left to the end, but that’s really what people are going to be using. That being said, I’m glad there was a chapter on dashboards to begin with and examples of “bad” ones and how to improve them. Showing how people can use containers and layout elements appropriately was very helpful.Otherwise, this is a very comprehensive book and after reading it you will have the foundations for using Tableau. I see this book as an alternative to taking an online or in-person course on Tableau if you are the sort of person who likes to read a book and follow along with the exercises at your own pace.

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