Beginning with Tableau Cloud

Beginning with Tableau Cloud is the essential toolkit for crafting intuitive and high-performance visuals over the web. This book provides a practical understanding of building, managing, and deploying workbooks on Tableau Cloud. 

This book explores Tableau’s cloud platform, starting with the basics of data visualization and connecting to diverse sources, including live connections and efficient data extracts. It covers creating charts from simple bar graphs to advanced visualizations like dual-axis charts and LOD calculations. Readers will learn to enhance dashboards with interactive features like parameters, actions, and animations. The book also focuses on managing content, sharing dashboards, setting up alerts, handling site administration, user management, and data security. Practical challenges such as troubleshooting connectivity, refresh issues, and optimizing performance are addressed. Real-world projects included in the chapters will help readers apply their skills to analyze complex datasets, craft engaging dashboards, and effectively communicate data insights.

This book helps BI developers to understand their roles and responsibilities. It also helps to leverage their Tableau capabilities to become Cloud server site administrators. Furthermore, you will gain the skills to effectively manage, share, and collaborate on your work, driving data-driven decision-making within your organization.

KEY FEATURES  

• Learn basic and advanced concepts through examples and hands-on exercises.
• Transforming complex data into compelling visual narratives using Tableau Cloud's tools, such as interactive charts, database connections, and troubleshooting techniques. 
• Learn to build, manage, publish, schedule, and secure content over the web. 

WHAT YOU WILL LEARN

• Master Tableau Cloud functionalities and services.
• Build secure, interactive, and intuitive dashboards and stories on the cloud. 
• Deploy and manage data sources and workbooks on the web.
• Manage published content, learn how to secure data, and troubleshoot frequently occurring issues on the Cloud.
• Managing user security and privileges. 

WHO THIS BOOK IS FOR

This book is for visualization experts, BI professionals, data professionals, non-technical business users, data analysts, BI analysts, or students aspiring to become Tableau site administrators. It is geared towards developers and analysts curating content on Tableau Cloud. 

1. Getting Started with Tableau
2. Managing Data Connections
3. Data Visualization
4. Advanced Data Visualization
5. Content Management and Interaction Tools
6. Site Management
7. Publishing and Scheduling
8. Troubleshooting Tableau Challenges
9. Miscellaneous Projects

Urmisha Patel is a seasoned data analytics professional and Tableau expert based in Pennsylvania, USA, with over eight years of experience in transforming raw data into actionable insights. Passionate about empowering individuals and organizations to harness the power of data visualization, she has worked across diverse industries, helping teams unlock their data’s potential through effective storytelling and impactful dashboards.

With a background in data science and business intelligence, she combines technical expertise with a strong commitment to teaching. As a certified Tableau professional, she has conducted numerous workshops, webinars, and training sessions, mentoring professionals of all skill levels to become confident Tableau users.

In addition to her work as a practitioner, she regularly contributes to the data analytics community, sharing insights, tutorials, and solutions through blogs, forums, and YouTube channels. This book reflects her dedication to making Tableau accessible to everyone, whether a complete beginner or a seasoned user looking to deepen their skills.

Outside of work, she enjoys creating educational videos on YouTube channel, always seeking inspiration for the next visualization project. She firmly believes in the transformative power of data and is excited to help readers embark on their Tableau journey.

She pursued her post-graduation in business analytics and business intelligence, specializing in artificial intelligence and machine learning from Great Lakes Institute of Management, and a bachelor’s degree in computer engineering from Gujarat Technological University in India.