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Tableau 9 the official guide

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  • Cover

  • Title Page

  • Copyright Page

  • About the Author

  • Contents at a Glance

  • Contents

  • Acknowledgments

  • Introduction

  • Tableau Desktop: Windows and Mac

  • Chapter 1: Introduction to Tableau 9

    • What Is Tableau?

      • Opening Existing Workbooks

      • Creating New Workbooks

    • Tableau User Interface

      • The Data Pane

      • Shelves and Cards

    • Basic Tableau Design Flow

  • Chapter 2: Basic Visualization Design

    • Using Show Me

    • Choosing Mark Types

    • Color, Size, Shape, and Label Options

      • Choosing Color Options

      • Setting Mark Size

      • Choosing Shapes

      • Text Tables and Mark Labels

    • Formatting Options

    • Evaluating Multiple Measures

      • Shared Axis Charts

      • Measure Names and Measure Values

      • Dual Axis Charts

  • Chapter 3: Connecting to Data

    • Connecting to Various Data Sources

      • The Data Source Page

    • Customizing Your View of the Data

      • Changing Data Type

      • Modifying Dimension/Measure Assignment

      • Hiding, Renaming, and Combining Fields

      • Splitting Fields

      • Changing the Default Field Appearance

      • Organizing Dimensions in Hierarchies

      • Using Table or Folder View

      • Saving and Sharing Metadata

    • Extracting Data

    • Data Blending

    • Moving from Test to Production Databases

  • Chapter 4: Top 10 Chart Types

    • Bar Chart

    • Line/Area Chart

    • Pie Chart

    • Text Table/Crosstab

    • Scatter Plot

    • Bubble Chart

    • Bullet Graph

    • Box Plot

    • Tree Map

    • Word Cloud

  • Chapter 5: Interacting with the Viewer

    • Filtering Data

      • Include or Exclude from the Worksheet

      • Basic Filtering

      • Quick Filters

    • Parameters

      • Creating a Parameter

      • Displaying a Parameter

      • Using a Parameter in a Worksheet

    • Worksheet Actions

      • Filter Actions

      • Highlight Actions

      • URL Actions

  • Chapter 6: Advanced Charting, Calculations, and Statistics

    • Grouping Dimensions

      • Visual Grouping

    • Saving and Reusing Sets

      • Saving Filters as Sets

    • Creating Binned Fields

    • Calculated Fields

      • Ad Hoc Calculations

      • The Calculation Editor

    • Types of Calculated Fields

      • Numeric Calculations

      • String Manipulation

      • Date Calculations

      • Logic Constructs

    • Level of Detail Expressions

      • LOD Expression Scope Keywords

    • Table Calculations

    • Statistical Analysis

      • The Analytics Pane

      • Instant Analytics

      • Reference Lines, Bands, and Distribution

      • Trend Lines

      • Forecasting

  • Chapter 7: Tableau Maps

    • Geocoded Fields

      • Geographic Hierarchies and Ambiguity

      • Custom Geocoding

    • Background Maps and Layers

      • Navigating Maps and Selecting Marks

      • Map Options

      • Web Map Services

    • Mapping and Mark Types

    • Custom Background Images

      • Generating Your Own Coordinate System

      • Adding a Custom Background Image

  • Chapter 8: Creating Dashboards and Stories

    • Creating a Simple Dashboard

      • Setting Dashboard Size

      • Adding Sheets

      • Associated Worksheet Elements

    • Supplementary Dashboard Features

      • Layout Container

      • Blank

      • Text

      • Image

      • Web Page

      • Setting Dashboard and Element Sizes

    • Dashboard Actions

      • Highlight Action

      • Filter Action

      • URL Action

    • Creating Stories

      • Setting Story Size

      • Adding Sheets and Dashboards

      • Formatting Stories

  • Chapter 9: Working with Tableau Server

    • Exporting Worksheets and Dashboards

      • Printing to PDF Format

      • Exporting Worksheet Data

      • Exporting Worksheet Images

      • Exporting Dashboard Images

    • Using Tableau Reader

    • Tableau Public and Online

      • Tableau Public

      • Tableau Online

    • Using Tableau Server

      • Viewing Content

      • Publishing Content

      • Editing Content

      • Creating New Content

    • Managing Tableau Server

      • Creating Sites

      • Creating and Grouping Users

      • Projects

      • Permissions

      • Schedules

      • Command-Line Options

  • Chapter 10: Custom Programming Tableau and Tableau Server

    • JavaScript API

      • Accessing and Initializing the JavaScript API

      • Navigating Multiple Sheets in a Workbook

      • Supplying Values to Parameters

      • Changing Filters

      • Trapping Events

    • REST API

      • Sign In to Tableau Server and Retrieve Authentication Token

      • Add New User Account

      • Retrieve the List of Workbooks and Obtain a Workbook Identifier

      • Set Permissions

      • Sign Out of Tableau Server

    • Tableau Data Extract API

      • Open the .TDE and .CSV Files

      • Define the Schema

      • Cycle Through the .CSV File and Add Rows to the .TDE File

      • Close the .TDE File

  • Index

Nội dung

CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Front matter Free ebooks ==> www.Ebook777.com George Peck New York Chicago San Francisco Athens London Madrid Mexico City Milan New Delhi Singapore Sydney Toronto www.Ebook777.com 00-FM.indd 10/09/15 9:42 AM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Front matter Free ebooks ==> www.Ebook777.com 00-FM.indd 10/09/15 9:42 AM All-In-One / CEH™ Certified Ethical Hacker All-in-One Exam Guide / Matt Walker / 648-9/ FM This page has been intentionally left blank 00-FM.indd 24/03/14 3/8/14 2:08 6:07 PM PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Front matter George Peck New York Chicago San Francisco Athens London Madrid Mexico City Milan New Delhi Singapore Sydney Toronto 00-FM.indd 10/09/15 9:42 AM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / CR Copyright © 2016 by McGraw-Hill Education (Publisher) All rights reserved Printed in the United States of America Except as permitted under the Copyright Act of 1976, no part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written permission of publisher, with the exception that the program listings may be entered, stored, and executed in a computer system, but they may not be reproduced for publication ISBN: 978-1-25-964053-7 MHID: 1-25-964053-1 e-book conversion by Cenveo® Publisher Services Version 1.0 The material in this e-book also appears in the print version of this title: ISBN: 978-0-07-184329-4, MHID: 0-07-184329-9 McGraw-Hill Education e-books are available at special quantity discounts to use as premiums and sales promotions, or for use in corporate training programs To contact a representative, please visit the Contact Us pages at www.mhprofessional.com Information has been obtained by McGraw-Hill Education from sources believed to be reliable However, because of the possibility of human or mechanical error by our sources, McGraw-Hill Education, or others, McGraw-Hill Education does not guarantee the accuracy, adequacy, or completeness of any information and is not responsible for any errors or omissions or the results obtained from the use of such information TERMS OF USE This is a copyrighted work and McGraw-Hill Education (“McGraw-Hill”) and its licensors reserve all rights in and to the work Use of this work is subject to these terms Except as permitted under the Copyright Act of 1976 and the right to store and retrieve one copy of the work, you may not decompile, disassemble, reverse engineer, reproduce, modify, create derivative works based upon, transmit, distribute, disseminate, sell, publish or sublicense the work or any part of it without McGraw-Hill’s prior consent You may use the work for your own noncommercial and personal use; any other use of the work is strictly prohibited Your right to use the work may be terminated if you fail to comply with these terms THE WORK IS PROVIDED “AS IS.” McGRAW-HILL AND ITS LICENSORS MAKE NO GUARANTEES OR WARRANTIES AS TO THE ACCURACY, ADEQUACY OR COMPLETENESS OF OR RESULTS TO BE OBTAINED FROM USING THE WORK, INCLUDING ANY INFORMATION THAT CAN BE ACCESSED THROUGH THE WORK VIA HYPERLINK OR OTHERWISE, AND EXPRESSLY DISCLAIM ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE McGraw-Hill and its licensors not warrant or guarantee that the functions contained in the work will meet your requirements or that its operation will be uninterrupted or error free Neither McGraw-Hill nor its licensors shall be liable to you or anyone else for any inaccuracy, error or omission, regardless of cause, in the work or for any damages resulting therefrom McGraw-Hill has no responsibility for the content of any information accessed through the work Under no circumstances shall McGraw-Hill and/or its licensors be liable for any indirect, incidental, special, punitive, consequential or similar damages that result from the use of or inability to use the work, even if any of them has been advised of the possibility of such damages This limitation of liability shall apply to any claim or cause whatsoever whether such claim or cause arises in contract, tort or otherwise eBook 329-9cr_pg.indd 22/09/15 4:38 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Front matter For Denise 10 in 27 WOW! 00-FM.indd 10/09/15 9:42 AM All-In-One / CEH™ Certified Ethical Hacker All-in-One Exam Guide / Matt Walker / 648-9/ FM This page has been intentionally left blank 00-FM.indd 24/03/14 3/8/14 2:08 6:07 PM PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Front matter About the Author George Peck has been involved in various IT pursuits for over 35 years His consulting and training firm, The Ablaze Group (AblazeGroup.com), recently celebrated 20 years in business He has trained, consulted, and developed custom software for large and small organizations throughout the United States, Canada, the United Kingdom, and Puerto Rico George works with a variety of Business Intelligence (BI) toolsets In addition to being an accredited trainer for Tableau, he consults on Tableau and Tableau Server, as well as SAP BusinessObjects and Alteryx products George is the bestselling author of nine other BI books published by McGraw-Hill, including multiple editions of Crystal Reports: The Complete Reference and a previous edition of Tableau: The Official Guide In addition to his software endeavors, George is a broadcaster and voice actor His voice may be heard on national radio, TV and web commercials, promotions, and documentaries He programs his own eclectic music radio station and hosts a regular jazz radio program on FM radio and online from Denver, Colorado He may be reached via e-mail at Author@TableauBook.com 00-FM.indd 15/09/15 9:44 AM All-In-One / CEH™ Certified Ethical Hacker All-in-One Exam Guide / Matt Walker / 648-9/ FM This page has been intentionally left blank 00-FM.indd 24/03/14 3/8/14 2:08 6:07 PM PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Front matter Contents at a Glance 10 Introduction to Tableau Basic Visualization Design Connecting to Data Top 10 Chart Types Interacting with the Viewer Advanced Charting, Calculations, and Statistics Tableau Maps Creating Dashboards and Stories Working with Tableau Server Custom Programming Tableau and Tableau Server Index 13 35 69 97 123 181 215 237 287 309 ix 00-FM.indd 10/09/15 9:42 AM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index 314 Tab leau 9: The O f f ic ial G ui de DATEADD function, 144–145 DATEPARSE function, 144 dates custom, 145–146 discrete vs continuous, 72, 76–77 range of, 99 relative, 99 date/time dimensions, 72 date/time fields, 144, 145–146 date/time filters, 99, 105–106 DELETE requests, 295 Description option, 260 design flow, basic, 8–11 dimension filters, 98–101, 104, 106 dimension headers, 14 dimensions See also members color, 19 combining, 48–49 considerations, date, 77 described, Dimensions and Measures options, 77 grouping, 123–128 mismatched, 62, 64, 65, 66 organizing in hierarchies, 53–54 organizing in tables/folders, 54–55 overview, 14 recategorizing as measures, 47 renaming, 62–63 Dimensions and Measures options, 77 direction, 159–167 disaggregate data, 82 discrete dates, 72, 76–77 discrete values, 14 distribution band, 88–89 drivers, 36, 37, 65 dual axis charts, 30–34 E electronic data, ELSE keyword, 146–148 ELSEIF keyword, 146–148 11-Index.indd 314 e-mail addresses, 255–256, 283 embedded data sources, 269 EMF format, 241 END keyword, 146–148 event listener, 292, 294 events, trapping, 293–294 Excel See Microsoft Excel EXCLUDE LOD expressions, 154–155 Export Crosstab to Microsoft option, 239 Export Data to csv File option, 239, 240 Export Data to Microsoft Access option, 239–240 Export to Image File option, 241 exporting to Clipboard, 239, 240–241 as crosstabs, 239 to csv files, 239, 240 dashboard images, 241 dashboards, 237–241 to image files, 241 to Microsoft Access files, 239 to Microsoft Excel, 239 worksheet data, 239–240 worksheet images, 240–241 worksheets, 237–241 expressions, level of detail, 150–156 external databases, 261–262 extracted data See also TDE entries appending data from data source, 59 appending data from file, 59 based on existing data source, 60 disconnection from source, 58 history, 60 information about, 60 optimizing, 59 refreshing, 58, 59 removing, 60 returning to previously generated, 59 saving as tde file, 58 storing on server, 59 summarizing, 58 extracting rows, 58 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index Index F fat client installations, 241, 242 Few, Stephen, 87 fields binned, 134–136 calculated See calculated fields changing default appearance, 53 combining, 48–49 described, 140 geocoded, 183–200 hiding, 48 mismatched, 62, 64, 65, 68 mixed case, 143 parsing, 142 renaming, 48–49, 62–63 splitting, 49 files batch, 284 csv, 192–195, 239, 303–306 Data Extract, 56 editing, 265–267 external, 261 mdb, 239 Microsoft Acess, 239 PDF, 238 tde, 56, 245, 287, 289, 303–307 tds, 55–56 tdsx, 56 twb, twbx, 4, 198, 241 xlsx, 239 Filled Map option, 208 filter actions, 114–117, 227, 229–231 filtering data, 97–107 basic filtering, 98–102 calculations, 101–102, 110 date filters, 99–102 date/time filters, 99, 105–106 filter actions, 114–117, 227, 229–231 geocode mismatches and, 187 including/excluding from worksheets, 98 11-Index.indd 315 315 overview, 97 quick filters, 104–107 sharing filters among worksheets, 98 top filters, 107–109, 113 by year, 9–10 filtering worksheets, 227 filters dimension, 98–101, 104, 106 JavaScript API, 293 quick, 223 saving as sets, 133–134 user, 262–265 web edit mode and, 267 Filters shelf, 98–99, 103–106 FIXED LOD expressions, 153 folder view, 54–55 folders grouping items by, 55 organizing with, 54–55 vs projects, 278 repository, 55–56 forecasting, 177–179 Format menu, 24 Format pane, 24–26 formatting options, 24–26 formulas, 101–102 functions built-in, 136 calculated fields, 141 inventory-related, 38 table calculation, 164–167 G gauge, 89 geocode mismatches, 186–187 geocoded data, 181 geocoded fields, 183–200 geocoding, custom, 190–200 geographic data, 181, 183–187 geographic hierarchies, 188–194 geographic roles, 190, 192, 196, 198 GET requests, 295 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index 316 Tab leau 9: The O f f ic ial G ui de global unique identifiers (GUIDs), 298 Google Analytics, 37 graphs See also charts bullet, 65, 86–89 considerations, 35, 38 groups See also users adding, 278 adding members, 124, 126, 127 analyzing, 125–126 combining members, 124, 126, 127, 128 creating, 124, 125 customizing, 124–125 described, 123–124 dimensions, 123–128 expanding/contracting members, 126 maintaining, 278 naming/renaming, 124, 125 narrowing down members, 128 permissions, 282 ungrouping members, 124, 126, 127 users, 277–278 using, 278 visual, 126–128 visual delineation, 126–128 Guest user account, 277 guided analytics, 215, 233 GUIDs (global unique identifiers), 298 H halo option, 18 Hanrahan, Pat, 1–2 heat map, 18, 19, 20 Hide Card option, hierarchies creating, 54 described, 53 geographic, 188–194 organizing dimensions in, 53–54 highlight actions, 114, 117–119, 227, 228–229 histograms, 134 See also bar charts Hover method, 114 11-Index.indd 316 hover option, 227 hovering, 114 HTML5 support, 257 HTTP calls, 295 HTTP URIs, 295 I IF keyword, 146–148 if test, 305 IFNULL function, 143 If-Then-Else logic, 146–149 images adding to dashboards, 226 background See background images copying to Clipboard, 240 dashboard, 241 exporting, 240–241 Include External Files option, 261 INCLUDE LOD expressions, 154 In/Out feature, 131–132 Instant Analytics, 169–170 interactivity enabling, 114 filtering on dashboard, 227, 229–231 quick filters and, 107 iPad, 256–257 ISNULL function, 143–144 J JavaScript API, 289–294 accessing/initializing, 290–291 asynchronous calls, 291, 294 filters, 293 navigating worksheets, 291–292 overview, 288, 289–290 sample application, 289–290 supplying parameter values, 292 trapping events, 293–294 joining tables, 38–40, 60 See also data blending JPEG format, 241 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index Index K Kerberos, 290 keyword tags, 260 L labels, 22–23 latitude, 182, 188, 198–200 Latitude field, 181, 187, 192, 193, 198 layers data, 203–206 map, 203–206 layout containers, 223–225 legends, 10 level of detail (LOD) expressions, 150–156 considerations, 156 scope keywords, 153–156 table-scoped, 151–152 line charts, 73–77 color, 71–73 converting to from bar charts, 71 date dimensions, 72, 76–77 ordering, 73–75 link icons, 63 links, broken, 63 literals, 142 local authentication, 275, 276, 278 local unique identifiers (LUIDs), 296, 298–301 LOD (level of detail) expressions, 150–156 considerations, 156 scope keywords, 153–156 table-scoped, 151–152 logic constructs, 146–149 logical test capability, 146–147 longitude, 182, 188, 198–200 Longitude field, 181, 187, 192, 193, 198 LUIDs (local unique identifiers), 296, 298–301 M Manage My Profile option, 244 map layers, 203–206 map source, 205, 206 11-Index.indd 317 317 mapping latitude/longitude, 198–200 maps, 181–214 ambiguity, 188–190 background, 200–206 background images, 209–214 basic concepts, 182 coordinate system, 210–212 creating, 181–182, 184, 206–207 examples, 183 geocode mismatches, 186–187 geocoded fields, 183–200 geocoding, custom, 190–200 geographic hierarchies, 188–194 latitude/longitude, 181 mark types, 207–208 Marks card options, 17 navigating, 201 offline, 201, 206 online, 200–201 options, 203–204 overview, 181–183 resolution, 226 searching for locations, 202–203 selections, 201–202 Web Map Services, 205–206 zooming in/out, 201, 203 mark annotations, 82 mark labels, 22–23 mark size, 19–20 mark types, 16–17, 207–208 marks changing size, 19–20 highlighting, 227, 228–229 pre-selected, 261 selecting, 201–202 Marks cards bar charts and, 69–71 bubble charts and, 83–86 bullet graphs and, 87–89 choosing mark types, 16–17 crosstabs and, 79–80 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index 318 Tab leau 9: The O f f ic ial G ui de Marks cards (cont.) line/area charts and, 71–72 Multi-Measure, 33–34 overview, 6–7 pie charts and, 78–79 scatter plot charts and, 82–83 tree maps and, 87–89, 94 word clouds and, 95 mdb files, 239 Measure Names and Measure Values fields, 29–30 measures comparing, 26–34 considerations, described, Dimensions and Measures options, 77 names, 29–30 numeric, 18, 81, 104, 142 organizing in tables/folders, 54–55 overview, 14–15 recategorizing as dimension, 47 reference bands and, 172 reference lines and, 172 values, 29–30 members, 14, 126–128 See also dimensions Menu method, 114 menu option, 227 menus, metadata See also data; data sources described, 45 modifying, 45–46 saving, 55–56 sharing, 55–56 Metadata view, 45–46 Microsoft Acess files, 239 Microsoft Excel considerations, 41 as data source, 41–45 exporting crosstabs to Excel, 239 spreadsheets, 79–80, 81 worksheets, 239 11-Index.indd 318 minus sign (-), 54 mixed case, 143 mobile devices, 256–258 Multi-Measure Marks cards, 33–34 N newrow object, 305 null values strings and, 143–144 uncalculated fields and, 147 numeric calculations, 142 numeric data bubble charts, 84–86 crosstabs, 79–81 scatter plot charts, 81–84 numeric measures, 18, 81, 104, 142 numeric operators, 142 O objects dashboards, ownership, 280 stories, web browser, 288 workbooks, ODBC (Open Database Connectivity) connections, 36 Open Database Connectivity (ODBC) connections, 36 Open From Tableau Public option, 244 operators built-in, 136 calculated fields, 141 numeric, 142 optimization, 59 order of precedence, 142 ownership, 280 P packaged workbooks, Pane (Across) behavior, 163 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index Index Pane (Down) behavior, 163 panes, 164, 171, 174 parameters, 107–113 considerations, 112 creating, 107–111 displaying, 112 JavaScript API, 292 overview, 107 requirements, 107 using in worksheets, 112–113 parsing, 49 partitioning, 160 passwords, 252, 259, 262 payload XML, 296 PDF (Portable Document Format), 238 pdf extension, 238 PDF files, 238 percentages, table calculations, 157–160 performance considerations, 56 custom queries and, 39 data extraction and, 56 filters and, 106 LOD expressions and, 156 optimization and, 59 permissions considerations, 282 content, 280–282 denied, 282 granted, 282 groups, 282 “inheritance,” 282 projects, 282 unspecified, 282 users, 260, 280–282 workbooks, 260, 282, 300–301, 302 permissions rules, 280, 281 pie charts color, 78, 79 considerations, 78–79 multiple, 78–79 11-Index.indd 319 319 overview, 78–79 percentage labels, 78 Pie mark type, 79 Pie option, 208–209 pivot columns, 43–45, 52 Pixar, 1–2 plot box, 170 plus sign (+), 54, 143 PNG format, 241 point annotations, 82–83 pointers, Portable Document Format See PDF POST requests, 295, 296, 301 postal code data, 185 precedence, 142 printing, to PDF, 238 production databases, 66–68 programming JavaScript API, 289–294 overview, 287–289 Python scripts, 287, 295–296, 303–307 REST API, 294–303 SAML code, 290–291 TDE API, 303–307 project leaders, 280 Project option, 260 projects, 278–279 content in See content default, 279 deleting, 279 described, 260, 278 editing, 265–267 vs folders, 278 organizing, 279 ownership of, 280 permissions, 282 viewing, 253 proper case, 143 province data, 185 published data sources, 248, 268–273 publishing content, 259–265 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index 320 Tab leau 9: The O f f ic ial G ui de PUT requests, 295 Python scripts, 287, 295–296, 303–307 Q quick filters, 104–107, 223 quotation marks “ “, 142, 147 R Range of Dates option, 99 reference bands, 92, 172–173 reference distributions, 87, 92, 173–175 reference lines, 87, 88, 170–172 refresh operation, 305 region/country data, 185 Relative Date option, 99 Renderman, 1–2 repository folders, 55–56 representational state transfer See REST API resolution, 226 REST API, 294–303 adding user accounts, 298–299 obtaining workbook identifier, 299–300 overview, 294–296 retrieving authentication token, 295, 296–297 retrieving workbooks, 299–300 sample script, 295–296 setting workbook permissions, 300–301, 302 signing out, 301–302 Tableau Server sign in, 296–298 reusing data sets, 128–134 roles site, 277, 281, 282 unlicensed, 277 users, 277 rows See also columns formatting options, 24–26 measures, 20, 30, 31 multiple measures, 26–27 11-Index.indd 320 S SAML (Security Assertion Markup Language), 290–291 Save to Tableau Public As option, 244 Save xlsx File option, 239 saving workbooks, 11 saving/reusing data sets, 128–134 scatter plot charts, 20, 81–84 schedules, 283 schemas, defining for tde files, 304–305 scope, 159–167 scope keywords, 153–156 scroll bars, 217 search box, 104 searches effectiveness of, 95 map, 202–203 members, 125 wildcard, 100 Secure Sockets Layer (SSL), 295 security, 252, 262–265 Security Assertion Markup Language (SAML), 290–291 Select method, 114 select option, 227 separators, 49 servers See also Tableau Server “On a server” selection, 36 storing extracted data on, 59 WMS, 205–206 sets analysis of, 131–132 combined, 132–133 computed, 128–129 constant, 128, 129 creating, 129–130, 131 described, 128 In/Out feature, 131–132 naming, 130 removing dimension members, 129, 130 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index Index removing dimensions, 130–131 saving filters as, 133–134 saving/reusing, 128–134 shape palettes, 20–21 shapes choosing, 20–21 customizing, 20 shared axis charts, 27–28 sharing metadata, 55–56 sheets See worksheets shelves, 5–8 clearing, multiple measures on, 26–27 Shneiderman, Ben, 93 Show Me feature, 2, 13–16 Show Selections option, 261 Show Sheets as Tabs option, 261 side bar, site administrators, 273, 276, 277 site roles, 277, 281, 282 sites administration of, 273, 276, 277 creating, 273–275 described, 273 roles, 277, 281, 282 small multiples, 84 smartphones, 256–257 sort order, 10 source files, 55–56 spaces, 141 SPLIT function, 147 splitting fields, 49 spreadsheets, 79–80, 81 See also Microsoft Excel square brackets [ ], 141 SSL (Secure Sockets Layer), 295 stacked area charts, 71–72 stacked bar charts, 10, 70 Stanford University, 1–2 Start Page, 11-Index.indd 321 321 state/province data, 185 statistical analysis, 167–179 Analytics pane, 168–169 forecasting, 177–179 groups, 125–126 Instant Analytics, 169–170 reference bands, 92, 172–173 reference distributions, 87, 92, 173–175 reference lines, 87, 88, 170–172 sets, 131–132 speed of analysis, trend lines, 82, 175–177 Stolte, Chris, 1–2 stories, 233–236 content See content described, sharing in workbooks, 260 viewing, 7–8, 254 story points, 233, 235–236 STR function, 144 string data, 142–143 string literals, 142 string manipulation, 142–144 string parameter, 110–111 strings, 142–144 adding together, 142 best practices, 143 null values and, 143–144 proper case, 143 subscriptions, 255–258, 283 SUM aggregation, 147, 149 Sync Client, 248–250 T tabadmin commands, 285–286 tabcmd commands, 284–285 Table (Across) behavior, 162 Table (Across then Down) behavior, 163 Table (Down) behavior, 162 table calculation functions, 164–167 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index 322 Tab leau 9: The O f f ic ial G ui de table calculations, 156–167 considerations, 156 creating, 157–160 direction/scope, 159–167 modifying, 160–167 percentages, 157–160 two-pass, 165 viewing original measure, 158–159 table view, 54–55 Tableau cards, 5–8 Data pane, described, 1–2 design flow, basic, 8–11 introduction to, 1–11 shelves, 5–8 Show Me feature, user interface, 4–8 versions, 2, 36 Tableau app, 256–257 Tableau Data Extract See TDE entries Tableau Data Source Files, 55–56 Tableau Desktop, 241, 244, 288, 289 Tableau interactive end-user environments, 97 Tableau Map Source (.tms) file, 205 Tableau maps See maps Tableau Online, 244–251 data sources, 244, 245, 248 described, 242 embedding views, 287–288 JavaScript API, 288, 289–294 publishing workbooks to, 244 refreshing data, 246–251, 261, 283 REST API, 289, 294–303 Sync Client, 248–250 using data with, 245–246 Windows command prompt, 251 Tableau Online Sync Client, 248–250 Tableau Packaged Workbook (.twbx) files, 4, 198, 241 Tableau Personal Edition, 36 11-Index.indd 322 Tableau Professional Edition, 36 Tableau Public, 243–244 considerations, 242 embedding views, 287–288 JavaScript API, 288, 289–294 Tableau Public Desktop, 36 Tableau Reader, 241–242 considerations, 4, 242 data sources, 241–242 Tableau Server, 237–286 See also servers adding user accounts, 298–299 administrators, 265, 273, 276–277, 280 command-line options, 284–285 creating sites, 273–275 credentials, 250, 262, 270 dashboards See dashboards data proxy feature, 270 embedding views, 287–288 exporting items in, 237–241 JavaScript API, 288, 289–294 licensing options, 277, 281, 282 managing, 273–286 multisite, 273, 276–279, 283 online See Tableau Online permissions See permissions public See Tableau Public publishing data sources to, 248, 268, 269–273 REST API, 289, 294–303 saving files to, 56 scheduling tasks, 283 security, 252, 262–265 user filters, 262–265 users See users using, 251–273 using with smartphones/tablets, 256–258 working with content See content worksheets See worksheets Tableau Server sites See sites Tableau software reseources, TableauBook.com, 1, 69, 198 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index Index TableDefinition object, 304 tables See also databases adding/joining, 38–40 choosing from data sources, 38–39, 40 described, 38 joining, 60 organizing dimensions/measures in, 54–55 text See crosstabs table-scoped LOD expressions, 151–152 tablets, 256–257 tabs, 261, 267 tag clouds, 95 TDE (Tableau Data Extract), 243, 246, 261, 283 TDE API, 289, 303–307 TDE API Sample.zip file, 303 tde files, 245, 287, 289, 303–307 tds extension, 56 tds files, 55–56 tdsx files, 56 test databases, 66–68 test logic, 146–147 text adding to dashboards, 225–226 tables, 21–22 text tables, 21–22 See also crosstabs THEN keyword, 146–148 thumbnails, 2, time dimensions, 72 time fields, 144, 145–146 tms (Tableau Map Source) file, 205 tokens, authentication, 296, 301 tooltips, 23 top filters, 107–109, 113 Top tab, 101–102 trapping events, 293–294 tree maps, 93–94 trend lines, 82, 175–177 trends, 71 tsRequest XML payloads, 296 11-Index.indd 323 323 twb extension, twb files, twbx extension, 2, 56 twbx (Tableau Packaged Workbook) files, 4, 198, 241 twbx format, 241 two-pass table calculation, 165 U UNC (Universal Naming Convention), 261 Undo feature, 13–14 undo toolbar, 13–14 uniform resource locators See URLs Universal Naming Convention (UNC), 261 universal resource identifiers (URIs), 295–301 unlicensed roles, 277 URIs (universal resource identifiers), 295–301 URL actions, 114, 120–122, 227, 231–233 URLs (uniform resource locators), 252 U.S congressional district data, 185 user accounts, adding to Tableau Server, 298–299 user filters, 262–265 user IDs, 252, 262, 264, 273, 277 users See also groups authenticating, 275–276 creating, 275–277 grouping, 277–278 guest, 277 passwords, 252, 259, 262 permissions, 260, 280–282 site roles, 277 “unlicensing,” 280 V values discrete, 14 measures, 29–30 null, 143–144 parameter, 292 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index 324 Tab leau 9: The O f f ic ial G ui de vertical bar charts, View Permissions option, 260 viewer, interacting with, 97–122 views customizing with JavaScript API, 288, 289–294 displaying, 253 embedding, 287–288 sharing in workbook, 260 Views to Share option, 260 visual grouping, 126–128 visualization design, 13–34 choosing shapes, 20–21 color See color evaluting multiple measures, 26–34 formatting options, 24–26 mark labels, 22–23 mark size, 19–20 mark types, 16–17 overview, 13 Show Me feature, 2, 13–16 text tables, 21–22 tooltips, 23 visualizations described, design See visualization design Show Me feature, 2, 13–16 tools for, VizQL, W web browser objects, 288 web browsers HTML5 and, 257–258 mobile devices, 257–258 web edit mode, 266–267 Web Map Services (WMS), 205–206 web pages embedding in dashboards, 226 embedding views in, 287–288 11-Index.indd 324 launching from dashboard, 227, 231–233 navigating to, 227, 231–233 web sites HTML5 and, 257–258 tableaubook.com, 1, 69 whiskers, 90, 92 wildcard searches, 100 Wildcard tab, 100 wildcards, 100 Windows batch files, 284 WMS (Web Map Services), 205–206 WMS servers, 205–206 word clouds, 95 workbooks background images, 3, based on data source, 35 content See content creating, 4, 35 description, 260 downloading from Tableau Public, 244 editing, 265–267 keyword tags, 260 navigating multiple sheets in, 291–292 obtaining identifier for, 299–300 opening existing, 2, 3–4 ownership of, 280 packaged, permissions, 260, 282 projects See projects publishing, 259–265 publishing to Tableau Online, 244 retrieving list of, 299–300 sample, 2–3 saving, 11 saving to Tableau Public, 244 selecting, 35 setting permissions, 300–301, 302 sharing views in, 260 standard, 09/09/15 5:59 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index Index subscriptions, 255–258, 283 viewing, 253 worksheet images See images worksheets actions, 114–122, 227–233 adding to dashboards, 217 associated elements, 222–223 blending, 60 content See content described, dragging/dropping, 218–220 editing, 265–267 Excel, 239 exporting, 237–241 filtering, 227 highlighting marks in, 227, 228–229 including/excluding from, 98 multiple, naming, 11, 215 navigating between, 227, 229–231 11-Index.indd 325 325 navigating in JavaScript API, 291–292 overview, 4–5 printing to PDF format, 238 resizing, 220 sharing in workbooks, 260 stories, 233–236 tabs, 261, 267 using parameters in, 112–113 viewing, 4, 7–8, 254 www.tableaubook.com, 1, 69 X xlsx files, 239 XML blocks, 296 X/Y coordinates, 210–212 Z ZIP code data, 185 zooming in/out, maps, 201, 203 09/09/15 5:59 PM All-In-One / CEH™ Certified Ethical Hacker All-in-One Exam Guide / Matt Walker / 648-9/ FM This page has been intentionally left blank 00-FM.indd 24/03/14 3/8/14 2:08 6:07 PM PM All-In-One / CEH™ Certified Ethical Hacker All-in-One Exam Guide / Matt Walker / 648-9/ FM This page has been intentionally left blank 00-FM.indd 24/03/14 3/8/14 2:08 6:07 PM PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 329-9 / Index Blind folio 328 Free ebooks ==> www.Ebook777.com You are holding the official guide to Tableau NOW, GET THE COMPANY THAT WROTE THE OFFICAL GUIDE Onsite and Online Training Customized Courses Dashboard and Visualization Design Tableau Server Implementation Software Sales Business Intelligence and Data Integration AblazeGroup.com Twitter@AblazeGroupBI YouTube.com/AblazeGroupBI www.Ebook777.com 11-Index.indd 328 09/09/15 5:59 PM ... Out of Tableau Server 287 2 89 290 291 292 293 293 294 296 298 299 300 301 10/ 09/ 15 9: 42 AM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 3 29- 9 / Front... tort or otherwise eBook 3 29- 9cr_pg.indd 22/ 09/ 15 4:38 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 3 29- 9 / Front matter For Denise 10 in 27 WOW! 00-FM.indd 10/ 09/ 15 9: 42 AM All-In-One... Pixar’s 01-ch01.indd 09/ 09/ 15 5:53 PM CompRef_FLUFF_4C / Tableau 9: The Official Guide / Peck / 3 29- 9 Tab leau 9: The O f f ic ial G ui de RenderMan, was the worldwide expert in the science of computer

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