Customer Analysis Using Tableau

  customer analysis using tableau: Tableau Strategies Ann Jackson, Luke Stanke, 2021-07-28 If you want to increase Tableau's value to your organization, this practical book has your back. Authors Ann Jackson and Luke Stanke guide data analysts through recipes for solving real-world analytics problems using Tableau. Starting with the basics and building toward advanced topics such as multidimensional analysis and user experience, you'll explore pragmatic and creative examples that you can apply to your own data. Staying competitive today requires the ability to quickly analyze, visualize, and make data-driven decisions. With this guide, data practitioners and leaders alike will learn strategies for building compelling and purposeful visualizations, dashboards, and data products. Every chapter contains the why behind the solution and the technical knowledge you need to make it work. Visualize different data types and tackle specific data challenges Create compelling data visualizations, dashboards, and data products Learn how to generate industry-specific analytics Use this book as a high-value on-the-job reference guide to Tableau Explore categorical and quantitative analysis and comparisons Understand geospatial, dynamic, and statistical and multivariate analysis Communicate the value of the Tableau platform to your team and to stakeholders.
  customer analysis using tableau: Data Analytics and Visualization in Quality Analysis using Tableau Jaejin Hwang, Youngjin Yoon, 2021-07-28 Data Analytics and Visualization in Quality Analysis using Tableau goes beyond the existing quality statistical analysis. It helps quality practitioners perform effective quality control and analysis using Tableau, a user-friendly data analytics and visualization software. It begins with a basic introduction to quality analysis with Tableau including differentiating factors from other platforms. It is followed by a description of features and functions of quality analysis tools followed by step-by-step instructions on how to use Tableau. Further, quality analysis through Tableau based on open source data is explained based on five case studies. Lastly, it systematically describes the implementation of quality analysis through Tableau in an actual workplace via a dashboard example. Features: Describes a step-by-step method of Tableau to effectively apply data visualization techniques in quality analysis Focuses on a visualization approach for practical quality analysis Provides comprehensive coverage of quality analysis topics using state-of-the-art concepts and applications Illustrates pragmatic implementation methodology and instructions applicable to real-world and business cases Include examples of ready-to-use templates of customizable Tableau dashboards This book is aimed at professionals, graduate students and senior undergraduate students in industrial systems and quality engineering, process engineering, systems engineering, quality control, quality assurance and quality analysis.
  customer analysis using tableau: The Big Book of Dashboards Steve Wexler, Jeffrey Shaffer, Andy Cotgreave, 2017-04-24 The definitive reference book with real-world solutions you won't find anywhere else The Big Book of Dashboards presents a comprehensive reference for those tasked with building or overseeing the development of business dashboards. Comprising dozens of examples that address different industries and departments (healthcare, transportation, finance, human resources, marketing, customer service, sports, etc.) and different platforms (print, desktop, tablet, smartphone, and conference room display) The Big Book of Dashboards is the only book that matches great dashboards with real-world business scenarios. By organizing the book based on these scenarios and offering practical and effective visualization examples, The Big Book of Dashboards will be the trusted resource that you open when you need to build an effective business dashboard. In addition to the scenarios there's an entire section of the book that is devoted to addressing many practical and psychological factors you will encounter in your work. It's great to have theory and evidenced-based research at your disposal, but what will you do when somebody asks you to make your dashboard 'cooler' by adding packed bubbles and donut charts? The expert authors have a combined 30-plus years of hands-on experience helping people in hundreds of organizations build effective visualizations. They have fought many 'best practices' battles and having endured bring an uncommon empathy to help you, the reader of this book, survive and thrive in the data visualization world. A well-designed dashboard can point out risks, opportunities, and more; but common challenges and misconceptions can make your dashboard useless at best, and misleading at worst. The Big Book of Dashboards gives you the tools, guidance, and models you need to produce great dashboards that inform, enlighten, and engage.
  customer analysis using tableau: Tableau For Dummies Molly Monsey, Paul Sochan, 2015-10-14 Make your data work for you! Tableau For Dummies brings order to the chaotic world of data. Understanding your data and organizing it into formats and visualizations that make sense to you are crucial to making a real impact on your business with the information that's already at your fingertips. This easy-to-use reference explores the user interface, and guides you through the process of connecting your data sources to the software. Additionally, this approachable, yet comprehensive text shows you how to use graphs, charts, and other images to bring visual interest to your data, how to create dashboards from multiple data sources, and how to export the visualizations that you have developed into multiple formats that translate into positive change for your business. The mission of Tableau Software is to grant you access to data that, when put into action, will help you build your company. Learning to use the data available to you helps you make informed, grounded business decisions that can spell success for your company. Navigate the user interface to efficiently access the features you need Connect to various spreadsheets, databases, and other data sources to create a multi-dimensional snapshot of your business Develop visualizations with easy to use drag and drop features Start building your data with templates and sample workbooks to spark your creativity and help you organize your information Tableau For Dummies is a step-by-step resource that helps you make sense of the data landscape—and put your data to work in support of your business.
  customer analysis using tableau: Tableau Prep: Up & Running Carl Allchin, 2020-08-03 For self-service data preparation, Tableau Prep is relatively easy to use—as long as you know how to clean and organize your datasets. Carl Allchin, from The Information Lab in London, gets you up to speed on Tableau Prep through a series of practical lessons that include methods for preparing, cleaning, automating, organizing, and outputting your datasets. Based on Allchin’s popular blog, Preppin’ Data, this practical guide takes you step-by-step through Tableau Prep’s fundamentals. Self-service data preparation reduces the time it takes to complete data projects and improves the quality of your analyses. Discover how Tableau Prep helps you access your data and turn it into valuable information. Know what to look for when you prepare data Learn which Tableau Prep functions to use when working with data fields Analyze the shape and profile of your dataset Output data for analysis and learn how Tableau Prep automates your workflow Learn how to clean your dataset using Tableau Prep functions Explore ways to use Tableau Prep techniques in real-world scenarios Make your data available to others by managing and documenting the output
  customer analysis using tableau: Practical Tableau Ryan Sleeper, 2018-04-03 Whether you have some experience with Tableau software or are just getting started, this manual goes beyond the basics to help you build compelling, interactive data visualization applications. Author Ryan Sleeper, one of the worldâ??s most qualified Tableau consultants, complements his web posts and instructional videos with this guide to give you a firm understanding of how to use Tableau to find valuable insights in data. Over five sections, Sleeperâ??recognized as a Tableau Zen Master, Tableau Public Visualization of the Year author, and Tableau Iron Viz Championâ??provides visualization tips, tutorials, and strategies to help you avoid the pitfalls and take your Tableau knowledge to the next level. Practical Tableau sections include: Fundamentals: get started with Tableau from the beginning Chart types: use step-by-step tutorials to build a variety of charts in Tableau Tips and tricks: learn innovative uses of parameters, color theory, how to make your Tableau workbooks run efficiently, and more Framework: explore the INSIGHT framework, a proprietary process for building Tableau dashboards Storytelling: learn tangible tactics for storytelling with data, including specific and actionable tips you can implement immediately
  customer analysis using tableau: Tableau Your Data! Daniel G. Murray, 2013-10-29 Best practices and step-by-step instructions for using the Tableau Software toolset Although the Tableau Desktop interface is relatively intuitive, this book goes beyond the simple mechanics of the interface to show best practices for creating effective visualizations for specific business intelligence objectives. It illustrates little-known features and techniques for getting the most from the Tableau toolset, supporting the needs of the business analysts who use the product as well as the data and IT managers who support it. This comprehensive guide covers the core feature set for data analytics, illustrating best practices for creating and sharing specific types of dynamic data visualizations. Featuring a helpful full-color layout, the book covers analyzing data with Tableau Desktop, sharing information with Tableau Server, understanding Tableau functions and calculations, and Use Cases for Tableau Software. Includes little-known, as well as more advanced features and techniques, using detailed, real-world case studies that the author has developed as part of his consulting and training practice Explains why and how Tableau differs from traditional business information analysis tools Shows you how to deploy dashboards and visualizations throughout the enterprise Provides a detailed reference resource that is aimed at users of all skill levels Depicts ways to leverage Tableau across the value chain in the enterprise through case studies that target common business requirements Endorsed by Tableau Software Tableau Your Data shows you how to build dynamic, best-of-breed visualizations using the Tableau Software toolset.
  customer analysis using tableau: Tableau Your Data! Daniel G. Murray, 2016-01-29 Transform your organization's data into actionable insights with Tableau Tableau is designed specifically to provide fast and easy visual analytics. The intuitive drag-and-drop interface helps you create interactive reports, dashboards, and visualizations, all without any special or advanced training. This all new edition of Tableau Your Data! is your Tableau companion, helping you get the most out of this invaluable business toolset. Tableau Your Data! shows you how to build dynamic, best of breed visualizations using the Tableau Software toolset. This comprehensive guide covers the core feature set for data analytics, and provides clear step-by-step guidance toward best practices and advanced techniques that go way beyond the user manual. You'll learn how Tableau is different from traditional business information analysis tools, and how to navigate your way around the Tableau 9.0 desktop before delving into functions and calculations, as well as sharing with the Tableau Server. Analyze data more effectively with Tableau Desktop Customize Tableau's settings for your organization's needs with detailed real-world examples on data security, scaling, syntax, and more Deploy visualizations to consumers throughout the enterprise - from sales to marketing, operations to finance, and beyond Understand Tableau functions and calculations and leverage Tableau across every link in the value chain Learn from actual working models of the book's visualizations and other web-based resources via a companion website Tableau helps you unlock the stories within the numbers, and Tableau Your Data! puts the software's full functionality right at your fingertips.
  customer analysis using tableau: Visual Analytics with Tableau Alexander Loth, 2019-04-09 A four-color journey through a complete Tableau visualization Tableau is a popular data visualization tool that’s easy for individual desktop use as well as enterprise. Used by financial analysts, marketers, statisticians, business and sales leadership, and many other job roles to present data visually for easy understanding, it’s no surprise that Tableau is an essential tool in our data-driven economy. Visual Analytics with Tableau is a complete journey in Tableau visualization for a non-technical business user. You can start from zero, connect your first data, and get right into creating and publishing awesome visualizations and insightful dashboards. • Learn the different types of charts you can create • Use aggregation, calculated fields, and parameters • Create insightful maps • Share interactive dashboards Geared toward beginners looking to get their feet wet with Tableau, this book makes it easy and approachable to get started right away.
  customer analysis using tableau: Learning Tableau Joshua N. Milligan, 2015-04-27 If you want to understand your data using data visualization and don't know where to start, then this is the book for you. Whether you are a beginner or have years of experience, this book will help you to quickly acquire the skills and techniques used to discover, analyze, and communicate data visually. Some familiarity with databases and data structures is helpful, but not required.
  customer analysis using tableau: Advanced Analytics with R and Tableau Jen Stirrup, Ruben Oliva Ramos, 2017-08-22 Leverage the power of advanced analytics and predictive modeling in Tableau using the statistical powers of R About This Book A comprehensive guide that will bring out the creativity in you to visualize the results of complex calculations using Tableau and R Combine Tableau analytics and visualization with the power of R using this step-by-step guide Wondering how R can be used with Tableau? This book is your one-stop solution. Who This Book Is For This book will appeal to Tableau users who want to go beyond the Tableau interface and deploy the full potential of Tableau, by using R to perform advanced analytics with Tableau. A basic familiarity with R is useful but not compulsory, as the book will start off with concrete examples of R and will move quickly into more advanced spheres of analytics using online data sources to support hands-on learning. Those R developers who want to integrate R in Tableau will also benefit from this book. What You Will Learn Integrate Tableau's analytics with the industry-standard, statistical prowess of R. Make R function calls in Tableau, and visualize R functions with Tableau using RServe. Use the CRISP-DM methodology to create a roadmap for analytics investigations. Implement various supervised and unsupervised learning algorithms in R to return values to Tableau. Make quick, cogent, and data-driven decisions for your business using advanced analytical techniques such as forecasting, predictions, association rules, clustering, classification, and other advanced Tableau/R calculated field functions. In Detail Tableau and R offer accessible analytics by allowing a combination of easy-to-use data visualization along with industry-standard, robust statistical computation. Moving from data visualization into deeper, more advanced analytics? This book will intensify data skills for data viz-savvy users who want to move into analytics and data science in order to enhance their businesses by harnessing the analytical power of R and the stunning visualization capabilities of Tableau. Readers will come across a wide range of machine learning algorithms and learn how descriptive, prescriptive, predictive, and visually appealing analytical solutions can be designed with R and Tableau. In order to maximize learning, hands-on examples will ease the transition from being a data-savvy user to a data analyst using sound statistical tools to perform advanced analytics. By the end of this book, you will get to grips with advanced calculations in R and Tableau for analytics and prediction with the help of use cases and hands-on examples. Style and approach Tableau (uniquely) offers excellent visualization combined with advanced analytics; R is at the pinnacle of statistical computational languages. When you want to move from one view of data to another, backed up by complex computations, the combination of R and Tableau makes the perfect solution. This example-rich guide will teach you how to combine these two to perform advanced analytics by integrating Tableau with R and create beautiful data visualizations.
  customer analysis using tableau: #MakeoverMonday Andy Kriebel, Eva Murray, 2018-10-02 Explore different perspectives and approaches to create more effective visualizations #MakeoverMonday offers inspiration and a giant dose of perspective for those who communicate data. Originally a small project in the data visualization community, #MakeoverMonday features a weekly chart or graph and a dataset that community members reimagine in order to make it more effective. The results have been astounding; hundreds of people have contributed thousands of makeovers, perfectly illustrating the highly variable nature of data visualization. Different takes on the same data showed a wide variation of theme, focus, content, and design, with side-by-side comparisons throwing more- and less-effective techniques into sharp relief. This book is an extension of that project, featuring a variety of makeovers that showcase various approaches to data communication and a focus on the analytical, design and storytelling skills that have been developed through #MakeoverMonday. Paging through the makeovers ignites immediate inspiration for your own work, provides insight into different perspectives, and highlights the techniques that truly make an impact. Explore the many approaches to visual data communication Think beyond the data and consider audience, stakeholders, and message Design your graphs to be intuitive and more communicative Assess the impact of layout, color, font, chart type, and other design choices Creating visual representation of complex datasets is tricky. There’s the mandate to include all relevant data in a clean, readable format that best illustrates what the data is saying—but there is also the designer’s impetus to showcase a command of the complexity and create multidimensional visualizations that “look cool.” #MakeoverMonday shows you the many ways to walk the line between simple reporting and design artistry to create exactly the visualization the situation requires.
  customer analysis using tableau: Visual Data Storytelling with Tableau Lindy Ryan, 2018-04-20 Tell Insightful, Actionable Business Stories with Tableau, the World’s Leading Data Visualization Tool! Visual Data Storytelling with Tableau brings together knowledge, context, and hands-on skills for telling powerful, actionable data stories with Tableau. This full-color guide shows how to organize data and structure analysis with storytelling in mind, embrace exploration and visual discovery, and articulate findings with rich data, carefully curated visualizations, and skillfully crafted narrative. You don’t need any visualization experience. Each chapter illuminates key aspects of design practice and data visualization, and guides you step-by-step through applying them in Tableau. Through realistic examples and classroom-tested exercises, Professor Lindy Ryan helps you use Tableau to analyze data, visualize it, and help people connect more intuitively and emotionally with it. Whether you’re an analyst, executive, student, instructor, or journalist, you won’t just master the tools: you’ll learn to craft data stories that make an immediate impact--and inspire action. Learn how to: • Craft more powerful stories by blending data science, genre, and visual design • Ask the right questions upfront to plan data collection and analysis • Build storyboards and choose charts based on your message and audience • Direct audience attention to the points that matter most • Showcase your data stories in high-impact presentations • Integrate Tableau storytelling throughout your business communication • Explore case studies that show what to do--and what not to do • Discover visualization best practices, tricks, and hacks you can use with any tool • Includes coverage up through Tableau 10
  customer analysis using tableau: The Accidental Analyst Eileen Mcdaniel, Stephen McDaniel, 2012-10-01 The Accidental Analyst: Show Your Data Who's Boss Are you drowning in a sea of data? Would you like to take control of your data and analysis to quickly answer your business questions and make critical decisions? Do you want to confidently present results and solutions to your managers, colleagues and clients? If so, The Accidental Analyst is for you! Although you didn't plan for a career as a data analyst, you're now in a position where you have to analyze data to be successful. Whether you've been working with data for a few years or are just getting started, you can learn how to analyze your data to find answers to real-world questions. Using illustrated examples, we'll walk you through a clear, step-by-step framework that we call The Seven C's of Data Analysis. Read this book for inspiration, ideas and confidence to begin tackling the problems you face at work. Keep it by your desk as a reference on how to organize, analyze and display your data. Don't worry, you can continue to use your favorite spreadsheet or data analysis software—this information is not tied to any particular application. Throughout the book, we also include expert tips, tricks, and shortcuts that took years of analyzing data to discover and understand! Please visit us at www.AccidentalAnalyst.com for articles, our free newsletter and upcoming training events. Quotes This is a wonderful book, filled with practical advice. Business people who are struggling to make sense of their data will find it accessible and directly applicable to their work— a great resource for building analytical prowess. Stephen Few, best-selling author of Show Me the Numbers and Now You See It Finally, a book that clearly explains the fundamentals of business analytics! I wish that I had this book at the start of my career as a data analyst. Tim Latendress, Financial Analyst This book is an amazing resource for regular business people who want to make sense of their data and take charge of their business! It provides simple yet comprehensive coverage of business analytics. Diego Saenz, President, Petplace and former CIO of Pepsi Latin America Authors Eileen McDaniel, PhD, is Co-Founder and Managing Partner of Freakalytics, LLC, specializing in analytical training and short-term projects that empower people to get the most out of their data and take decisive action to solve problems in their daily work. She is co-author of Rapid Graphs with Tableau Software 7 and the Rapid Dashboards Reference Card, also available as a mobile app, and leads the development of course training materials. Working in both scientific research and business, Eileen realized that business analysts needed a formal, step-by-step method similar to the one scientists use to collect and analyze their data. This inspired her to develop the seven-step framework for data analysis found in The Accidental Analyst. Stephen McDaniel is passionate about helping people understand, present and take action with their data. He is co-author of multiple books and courses including SAS® for Dummies and Rapid Graphs with Tableau Software 7. Stephen has been on the Faculty of The American Marketing Association and The Data Warehouse Institute and is currently Director of Analytic Product Management at Tableau Software and Principal Analyst at Freakalytics, LLC.
  customer analysis using tableau: Mastering Tableau 2021 Marleen Meier, David Baldwin, Kate Strachnyi, 2021-05-31 Build, design, and improve advanced business intelligence solutions using Tableau's latest features, including Tableau Prep Builder, Tableau Hyper, and Tableau Server Key FeaturesMaster new features in Tableau 2021 to solve real-world analytics challengesPerform geo-spatial, time series, and self-service analytics using real-life examplesBuild and publish dashboards and explore storytelling using Python and R integration supportBook Description Tableau is one of the leading business intelligence (BI) tools that can help you solve data analysis challenges. With this book, you will master Tableau's features and offerings in various paradigms of the BI domain. Updated with fresh topics including Quick Level of Detail expressions, the newest Tableau Server features, Einstein Discovery, and more, this book covers essential Tableau concepts and advanced functionalities. Leveraging Tableau Hyper files and using Prep Builder, you'll be able to perform data preparation and handling easily. You'll gear up to perform complex joins, spatial joins, unions, and data blending tasks using practical examples. Next, you'll learn how to execute data densification and further explore expert-level examples to help you with calculations, mapping, and visual design using Tableau extensions. You'll also learn about improving dashboard performance, connecting to Tableau Server and understanding data visualization with examples. Finally, you'll cover advanced use cases such as self-service analysis, time series analysis, and geo-spatial analysis, and connect Tableau to Python and R to implement programming functionalities within it. By the end of this Tableau book, you'll have mastered the advanced offerings of Tableau 2021 and be able to tackle common and advanced challenges in the BI domain. What you will learnGet up to speed with various Tableau componentsMaster data preparation techniques using Tableau Prep BuilderDiscover how to use Tableau to create a PowerPoint-like presentationUnderstand different Tableau visualization techniques and dashboard designsInteract with the Tableau server to understand its architecture and functionalitiesStudy advanced visualizations and dashboard creation techniquesBrush up on powerful self-service analytics, time series analytics, and geo-spatial analyticsWho this book is for This book is designed for business analysts, business intelligence professionals and data analysts who want to master Tableau to solve a range of data science and business intelligence problems. The book is ideal if you have a good understanding of Tableau and want to take your skills to the next level.
  customer analysis using tableau: Creating Actionable Insights Using CRM Analytics Mark Tossell, 2021-12-29 Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using CRM AnalyticsGain hands-on experience as you walk through practical dashboard use cases in CRM AnalyticsLearn how to build best-in-class dashboards from a CRM Analytics thought leaderBook Description CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. What you will learnImplement and configure CRM Analytics from scratchBuild your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with CRM Analytics and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in CRM Analytics using the dashboard editorUse lenses to create a CRM Analytics dashboardConfigure and implement data security and governanceBuild configured record actions to automate data directly in SalesforceWho this book is for This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.
  customer analysis using tableau: Tableau Prep Cookbook Hendrik Kleine, 2021-03-19 Explore common and not-so-common data transformation scenarios and solutions to become well-versed with Tableau Prep and create efficient and powerful data pipelines Key FeaturesCombine, clean, and shape data for analysis using self-service data preparation techniquesBecome proficient with Tableau Prep for building and managing data flows across your organizationLearn how to combine multiple data transformations in order to build a robust datasetBook Description Tableau Prep is a tool in the Tableau software suite, created specifically to develop data pipelines. This book will describe, in detail, a variety of scenarios that you can apply in your environment for developing, publishing, and maintaining complex Extract, Transform and Load (ETL) data pipelines. The book starts by showing you how to set up Tableau Prep Builder. You'll learn how to obtain data from various data sources, including files, databases, and Tableau Extracts. Next, the book demonstrates how to perform data cleaning and data aggregation in Tableau Prep Builder. You'll also gain an understanding of Tableau Prep Builder and how you can leverage it to create data pipelines that prepare your data for downstream analytics processes, including reporting and dashboard creation in Tableau. As part of a Tableau Prep flow, you'll also explore how to use R and Python to implement data science components inside a data pipeline. In the final chapter, you'll apply the knowledge you've gained to build two use cases from scratch, including a data flow for a retail store to prepare a robust dataset using multiple disparate sources and a data flow for a call center to perform ad hoc data analysis. By the end of this book, you'll be able to create, run, and publish Tableau Prep flows and implement solutions to common problems in data pipelines. What you will learnPerform data cleaning and preparation techniques for advanced data analysisUnderstand how to combine multiple disparate datasetsPrepare data for different Business Intelligence (BI) toolsApply Tableau Prep's calculation language to create powerful calculationsUse Tableau Prep for ad hoc data analysis and data science flowsDeploy Tableau Prep flows to Tableau Server and Tableau OnlineWho this book is for This book is for business intelligence professionals, data analysts, and Tableau users looking to learn Tableau Prep essentials and create data pipelines or ETL processes using it. Beginner-level knowledge of data management will be beneficial to understand the concepts covered in this Tableau cookbook more effectively.
  customer analysis using tableau: Tableau for Salesforce Damiana Spadafora, Lars Malmqvist, 2024-03-29 Connect, analyze, decide: Seamless integration of Tableau and Salesforce KEY FEATURES ● Successfully connect Tableau with Salesforce CRM. ● Use Tableau and Salesforce to analyze data and create dynamic visualizations. ● Translate analytical findings into tangible business strategies and actions. DESCRIPTION Tableau is a powerful data visualization tool, and Salesforce CRM is the most successful customer relationship management software. Companies often use these two tools to analyze data and create visualizations. The book starts with an introduction to both Tableau and Salesforce CRM. It then goes on to show how you can connect Tableau with Salesforce CRM and link the two tools. Then, it walks through some of the key features of this connection that allow for seamless data analysis and visualization. It then moves on to advanced use cases, combining Salesforce and Tableau for advanced analytics and decision-making. After reading this book, the reader will have the knowledge to start using both tools to analyze real-world CRM data and create CRM analytical dashboards that generate value for their companies. WHAT YOU WILL LEARN ● Successfully connect Tableau with Salesforce CRM, and overcome common challenges faced during integration. ● Effectively use Tableau and Salesforce together to analyze data and create dynamic visualizations that are actionable and insightful. ● Combine the power of Salesforce and Tableau to create more complex analyses, aiding in strategic decision-making. ● Design and implement CRM-specific dashboards using Tableau, catering to the unique needs of CRM data analytics. ● Translate analytical findings into tangible business strategies and actions, thereby driving value and growth for your company. WHO THIS BOOK IS FOR This book is targeted at people who are interested in Tableau and Salesforce. This includes Tableau Desktop users in organizations with Salesforce CRM and Salesforce consultants or administrators. TABLE OF CONTENTS 1. Introducing Salesforce and Tableau 2. Setting Up Salesforce with Tableau 3. Building and Integrating Data Pipelines 4. Exploring Charts, Graphs, and Dashboards 5. Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations 6. Dealing with Complex Visualizations, Customizations, and APIs 7. Integration, Authentication, and Tableau Viz LWC 8. Blending Tableau with Traditional CRM Analytics 9. Exploring Einstein AI and Advanced Analytics 10. Troubleshooting, Tricks, and Best Practices
  customer analysis using tableau: Data Modeling with Tableau Kirk Munroe, 2022-12-30 Save time analyzing volumes of data using best practices to extract, model, and create insights from your data Key FeaturesMaster best practices in data modeling with Tableau Prep Builder and Tableau DesktopApply Tableau Server and Cloud to create and extend data modelsBuild organizational data models based on data and content governance best practicesBook Description Tableau is unlike most other BI platforms that have a single data modeling tool and enterprise data model (for example, LookML from Google's Looker). That doesn't mean Tableau doesn't have enterprise data governance; it is both robust and very flexible. This book will help you build a data-driven organization with the proper use of Tableau governance models. Data Modeling with Tableau is an extensive guide, complete with step-by-step explanations of essential concepts, practical examples, and hands-on exercises. As you progress through the chapters, you will learn the role that Tableau Prep Builder and Tableau Desktop each play in data modeling. You'll also explore the components of Tableau Server and Cloud that make data modeling more robust, secure, and performant. Moreover, by extending data models for Ask and Explain Data, you'll gain the knowledge required to extend analytics to more people in their organizations, leading to better data-driven decisions. Finally, this book will get into the entire Tableau stack and get the techniques required to build the right level of governance into Tableau data models for the right use cases. By the end of this Tableau book, you'll have a firm understanding of how to leverage data modeling in Tableau to benefit your organization. What you will learnShowcase Tableau published data sources and embedded connectionsApply Ask Data in data cataloging and natural language queryExhibit features of Tableau Prep Builder with hands-on exercisesModel data with Tableau Desktop through examplesFormulate a governed data strategy using Tableau Server and CloudOptimize data models for Ask and Explain DataWho this book is for This book is for data analysts and business analysts who are looking to expand their data skills, offering a broad foundation to build better data models in Tableau for easier analysis and better query performance. It will also benefit individuals responsible for making trusted and secure data available to their organization through Tableau, such as data stewards and others who work to take enterprise data and make it more accessible to business analysts.
  customer analysis using tableau: Mastering Data Visualization with Tableau Dr. Arpana Chaturvedi, Prof. Praveen Malik, 2024-07-11 DESCRIPTION Mastering Data Visualization with Tableau” is an invaluable book that will help you become more knowledgeable and elevate your understanding and skills in data visualization using Tableau which is one of the leading tools in the industry. This comprehensive resource covers the basics of visual analytics, explaining both the theory and practical ways to turn raw data into useful insights. You will start with Tableau Desktop by learning to download it, navigate the interface, and connect to data sources. The book teaches you to create and format basic charts, adding interactivity with parameters, sets, sorting, and filtering. You will explore calculations and advanced visualizations like bar-in-bar charts and maps. It covers designing interactive dashboards, using text and images for storytelling, and sharing work via PDFs and Tableau Public. The book ends with AI features in Tableau and hands-on exercises to practice. Through this book, readers can gain the confidence to handle complex datasets, apply advanced visualization techniques, and harness Tableau's full potential to make informed decisions faster and with greater accuracy. This guide is your pathway to becoming proficient in the art and science of data visualization with Tableau. KEY FEATURES ● Detailed exploration of Tableau, Tableau interface, dimensions, measures, and other visualization tools. ● Techniques for interactive data visualization using actions, filters, sets, parameters, groups, and hierarchy. ● Advanced graphing techniques and dynamic visualization strategies, calculated fields, table calculations, and LOD. ● Comprehensive integration of AI to improve data analysis. WHAT YOU WILL LEARN ● Tableau for complex data visualizations and apply predictive analytics. Clean and prepare data efficiently and create interactive dashboards that drive strategic business decisions. ● Advanced charts like bar-in-bar, profit calendar, and map visualizations. ● Gain practical hands-on experience with a question bank based on various industry use cases, enhancing your ability to tackle real-world data challenges. WHO THIS BOOK IS FOR This book is an excellent resource for students from any discipline, data scientists, business analysts, and professionals eager to master Tableau for comprehensive insights, effective dashboards, and advanced data analysis. TABLE OF CONTENTS 1. Introduction to Data Visualization and Visual Analytics 2. Getting Started with Tableau Desktop 3. Connecting to Data Sources and Data Interpretation 4. Basic Data Visualization and Graphs in Tableau 5. Dynamic Interaction: Parameters, Set, Hierarchies, and Sorting 6. Dynamic Interaction Using Filter and Action on Worksheet 7. Advanced Data Visualization and Graphs in Tableau 8. Calculations in Tableau 9. Dashboard Design and Story Creation 10. Enhancing Dashboards: Sharing and Collaboration 11. Integrating AI in Tableau: An Overview 12. Data Cleaning and Preparation Using Tableau Prep Builder
  customer analysis using tableau: Communicating Data with Tableau Ben Jones, 2014-06-16 Go beyond spreadsheets and tables and design a data presentation that really makes an impact. This practical guide shows you how to use Tableau Software to convert raw data into compelling data visualizations that provide insight or allow viewers to explore the data for themselves. Ideal for analysts, engineers, marketers, journalists, and researchers, this book describes the principles of communicating data and takes you on an in-depth tour of common visualization methods. You’ll learn how to craft articulate and creative data visualizations with Tableau Desktop 8.1 and Tableau Public 8.1. Present comparisons of how much and how many Use blended data sources to create ratios and rates Create charts to depict proportions and percentages Visualize measures of mean, median, and mode Lean how to deal with variation and uncertainty Communicate multiple quantities in the same view Show how quantities and events change over time Use maps to communicate positional data Build dashboards to combine several visualizations
  customer analysis using tableau: Learning Tableau 10 Joshua N. Milligan, 2016-09-30 Learn how to create effective data visualizations with Tableau and unlock a smarter approach to business analytics. It might just transform your organization About This Book Create stylish visualizations and dashboards that explain complexity with clarity Learn effective data storytelling to transform how your business uses ideas and makes decisions Explore all the new features in Tableau 10 and start to redefine what business analytics means to your organization Who This Book Is For Got data? Not sure what to make of it? This is the guide for you – whether you've been working with Tableau for years or are just beginning your adventure into business analytics. What You Will Learn Find out how to build effective visualizations and dashboards Prepare and clean your data so you can be sure Tableau is finding answers to your questions – not raising more problems Discover how to create advanced visualizations that explain complexity with clarity and style Dig deeper into your data with clustering and distribution models that allow you to analyze trends and make forecasts Learn how to use data storytelling to aid decision-making and strategy Share dashboards and visualizations to cultivate a culture where data is available and valued In Detail Tableau has for some time been one of the most popular Business Intelligence and data visualization tools available. Why? Because, quite simply, it's a tool that's responsive to the needs of modern businesses. But it's most effective when you know how to get what you want from it – it might make your business intelligent, but it isn't going to make you intelligent... We'll make sure you're well prepared to take full advantage of Tableau 10's new features. Whether you're an experienced data analyst that wants to explore 2016's new Tableau, or you're a beginner that wants to expand their skillset and bring a more professional and sharper approach to their organization, we've got you covered. Beginning with the fundamentals, such as data preparation, you'll soon learn how to build and customize your own data visualizations and dashboards, essential for high-level visibility and effective data storytelling. You'll also find out how to so trend analysis and forecasting using clustering and distribution models to inform your analytics. But it's not just about you – when it comes to data it's all about availability and access. That's why we'll show you how to share your Tableau visualizations. It's only once insights are shared and communicated that you – and your organization – will start making smarter and informed decisions. And really, that's exactly what this guide is for. Style and approach Practical yet comprehensive, this Tableau guide takes you from the fundamentals of the tool before diving deeper into creating advanced visualizations. Covering the latest features found in Tableau 10, this might be the guide that transforms your organization.
  customer analysis using tableau: Learning Tableau 2022 Joshua N. Milligan, Blair Hutchinson, Mark Tossell, Roberto Andreoli, 2022-08-26 Now in color, this edition of Learning Tableau will empower you to bring data to life and make better business decisions. Purchase of the print or Kindle book includes a free eBook in PDF format. Key FeaturesLearn the basics of data analysis, from snappy visualizations to comprehensive dashboardsGain meaningful insights with geospatial analysis, scripting extensions, and other advanced methodsExplore the latest Tableau 2022 features, including Einstein Discovery and Explain DataBook Description Learning Tableau 2022 helps you get started with Tableau and data visualization, but it does more than just cover the basic principles. It helps you understand how to analyze and communicate data visually, and articulate data stories using advanced features. This new edition is updated with Tableau's latest features, such as dashboard extensions, Explain Data, and integration with CRM Analytics (Einstein Analytics), which will help you harness the full potential of artificial intelligence (AI) and predictive modeling in Tableau. After an exploration of the core principles, this book will teach you how to use table and level of detail calculations to extend and alter default visualizations, build interactive dashboards, and master the art of telling stories with data. You'll learn about visual statistical analytics and create different types of static and animated visualizations and dashboards for rich user experiences. We then move on to interlinking different data sources with Tableau's Data Model capabilities, along with maps and geospatial visualization. You will further use Tableau Prep Builder's ability to efficiently clean and structure data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2022 to improve the business intelligence insights you can extract from your data. What you will learnDevelop stunning visualizations to explain complex data with clarityBuild interactive dashboards to drive actionable user insightsExplore Data Model capabilities and interlink data from various sourcesCreate and use calculations to solve problems and enrich your analyticsEnable smart decision-making with data clustering, distribution, and forecastingExtend Tableau's native functionality with extensions, scripts, and AI through CRM Analytics (formerly Einstein Analytics)Leverage Tableau Prep Builder's amazing capabilities for data cleaning and structuringShare your data stories to build a culture of trust and actionWho this book is for This Tableau book is for aspiring BI developers and data analysts, data scientists, researchers, and anyone else who wants to gain a deeper understanding of data through Tableau. This book starts from the ground up, so you won't need any prior experience with Tableau before you dive in, but a full Tableau license (or 14-day demo license) is essential to be able to make use of all the exercises.
  customer analysis using tableau: Storytelling with Data Cole Nussbaumer Knaflic, 2015-10-09 Don't simply show your data—tell a story with it! Storytelling with Data teaches you the fundamentals of data visualization and how to communicate effectively with data. You'll discover the power of storytelling and the way to make data a pivotal point in your story. The lessons in this illuminative text are grounded in theory, but made accessible through numerous real-world examples—ready for immediate application to your next graph or presentation. Storytelling is not an inherent skill, especially when it comes to data visualization, and the tools at our disposal don't make it any easier. This book demonstrates how to go beyond conventional tools to reach the root of your data, and how to use your data to create an engaging, informative, compelling story. Specifically, you'll learn how to: Understand the importance of context and audience Determine the appropriate type of graph for your situation Recognize and eliminate the clutter clouding your information Direct your audience's attention to the most important parts of your data Think like a designer and utilize concepts of design in data visualization Leverage the power of storytelling to help your message resonate with your audience Together, the lessons in this book will help you turn your data into high impact visual stories that stick with your audience. Rid your world of ineffective graphs, one exploding 3D pie chart at a time. There is a story in your data—Storytelling with Data will give you the skills and power to tell it!
  customer analysis using tableau: Learning Tableau 2019 Joshua N. Milligan, 2019-03-27 Create powerful data visualizations and unlock intelligent business insights with Tableau Key FeaturesExplore all the latest Tableau 2019 features and redefine business analytics for your organizationCreate impressive data visualizations and interactive dashboards to get insights from your dataLearn effective data storytelling to transform how your business leverages data and makes decisionsBook Description Tableau is the gold standard of business intelligence and visual analytics tools in every industry. It enables rapid data visualization and interpretation with charts, graphs, dashboards, and much more. Updated with the latest features of Tableau, this book takes you from the foundations of the Tableau 2019 paradigm through to advanced topics. This third edition of the bestselling guide by Tableau Zen Master, Joshua Milligan, will help you come to grips with updated features, such as set actions and transparent views. Beginning with installation, you'll create your first visualizations with Tableau and then explore practical examples and advanced techniques. You'll create bar charts, tree maps, scatterplots, time series, and a variety of other visualizations. Next, you'll discover techniques to overcome challenges presented by data structure and quality and engage in effective data storytelling and decision making with business critical information. Finally, you'll be introduced to Tableau Prep, and learn how to use it to integrate and shape data for analysis. By the end of this book, you will be equipped to leverage the powerful features of Tableau 2019 for decision making. What you will learnDevelop stunning visualizations that explain complexity with clarityExplore the exciting new features of Tableau Desktop and Tableau PrepConnect to various data sources to bring all your data togetherUncover techniques to prep and structure your data for easy analysisCreate and use calculations to solve problems and enrich analyticsMaster advanced topics such as sets, LOD calcs, and much moreEnable smart decisions with clustering, distribution, and forecastingShare your data stories to build a culture of trust and actionWho this book is for This Tableau book is for anyone who wants to understand data. If you’re new to Tableau, don’t worry. This book builds on the foundations to help you understand how Tableau really works and then builds on that knowledge with practical examples before moving on to advanced techniques. Working experience with databases will be useful but is not necessary to get the most out of this book.
  customer analysis using tableau: Getting Started with Tableau 2019.2 Tristan Guillevin, 2019-06-14 Leverage the power of Tableau 2019.1’s new features to create impactful data visualization Key FeaturesGet up and running with the newly released features of Tableau 2019.1Create enterprise-grade dashboard and reports to communicate your insights effectivelyBegin your Tableau journey by understanding its core functionalitiesBook Description Tableau is one of the leading data visualization tools and is regularly updated with new functionalities and features. The latest release, Tableau 2019.1, promises new and advanced features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2019.1 will get you up to speed with these additional functionalities. The book starts by highlighting the new functionalities of Tableau 2019.1, providing concrete examples of how to use them. However, if you're new to Tableau, don’t worry – you’ll be guided through the major aspects of Tableau with relevant examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and even share data online. In the concluding chapters, you'll delve into advanced techniques such as creating a cross-database join and data blending. By the end of this book, you will be able to use Tableau effectively to create quick, cost-effective, and business-efficient Business Intelligence (BI) solutions. What you will learnDiscover new functionalities such as ‘Ask Data’, the new way to interact with your data using natural languageConnect tables and make transformations such as pivoting the field and splitting columnsBuild an efficient data source for analysisDesign insightful data visualization using different mark types and propertiesDevelop powerful dashboards and stories Share your work and interact with Tableau ServerUse Tableau to explore your data and find new insightsExplore Tableau's advanced features and gear up for upcoming challengesWho this book is for Existing Tableau users and BI professionals who want to get up to speed with what's new in Tableau 2019 will find this beginner-level book to be a very useful resource. Some experience of Tableau is assumed, however, the book also features introductory concepts, which even beginners can take advantage of.
  customer analysis using tableau: Tableau Desktop Jane A. Crofts, 2015-10-19 Tableau Desktop: A Practical Guide for Business Users has been designed to take beginner and intermediate Tableau Desktop users through the key functions and features they are most likely to need, and therefore use, when working with Tableau Desktop in their business. This book provides a step-by-step process for quickly connecting to a range of data sources, building useful calculations, creating charts, tables and other visualizations, unleashing the insights that Tableau is famous for, and then sharing these findings with others. Presented in a business context and working step-by-step through a range of case studies, this book goes beyond simply teaching the functions of Tableau Desktop. This book uses real-world business problems to give you the skills you need to put Tableau Desktop straight to work in your business.
  customer analysis using tableau: Learning Tableau 2020 Joshua N. Milligan, 2020-08-31 Publisher's note: This edition from 2020 is outdated and does not make use of the most recent Tableau features. A new fifth edition, updated for Tableau 2022, is now available. Key FeaturesExplore the latest Tableau 2020 features and redefine business analytics for your firmUnderstand visualizing data and creating interactive dashboards to gain meaningful insightsLearn implementing effective data storytelling to redefine how your business leverages data and makes decisionsBook Description Learning Tableau strengthens your command on Tableau fundamentals and builds on advanced topics. The book starts by taking you through foundational principles of Tableau. We then demonstrate various types of connections and how to work with metadata. We teach you to use a wide variety of visualizations to analyze and communicate the data, and introduce you to calculations and parameters. We then take an in-depth look at level of detail (LOD) expressions and use them to solve complex data challenges. Up next, we show table calculations, how to extend and alter default visualizations, build an interactive dashboard, and master the art of telling stories with data. This Tableau book will introduce you to visual statistical analytics capabilities, create different types of visualizations and dynamic dashboards for rich user experiences. We then move on to maps and geospatial visualization, and the new Data Model capabilities introduced in Tableau 2020.2. You will further use Tableau Prep's ability to clean and structure data and share the stories contained in your data. By the end of this book, you will be proficient in implementing the powerful features of Tableau 2020 for decision-making. What you will learnDevelop stunning visualizations to explain complex data with clarityExplore exciting new Data Model capabilitiesConnect to various data sources to bring all your data togetherLeverage Tableau Prep Builder's amazing capabilities for data cleaning and structuringCreate and use calculations to solve problems and enrich the analyticsMaster advanced topics such as sets, LOD calculations, and much moreEnable smart decisions with data clustering, distribution, and forecastingShare your data stories to build a culture of trust and actionWho this book is for This Tableau book is for anyone who wants to understand data. If you're new to Tableau, don't worry. This book will simplify Tableau for beginners to build on the foundations to help you understand how Tableau really works and then builds on that knowledge with practical examples before moving on to advanced techniques. Having a bit of background with data will help, but you don't need to know scripting, SQL or database structures.
  customer analysis using tableau: Tableau for Business Users Shankar Arul, 2021-11-27 Learn Tableau by working through concrete examples and issues that you are likely to face in your day-to-day work. Author Shankar Arul starts by teaching you the fundamentals of data analytics before moving on to the core concepts of Tableau. You will learn how to create calculated fields, and about the currently available calculation functionalities in Tableau, including Basic Expressions, Level of Detail (LOD) Expressions, and Table Calculations. As the book progresses, you’ll be walked through comparisons and trend calculations using tables. A concluding chapter on dashboarding will show you how to build actionable dashboards to communicate analysis and visualizations. You’ll also see how Tableau can complement and communicate with Excel. After completing this book, you will be ready to tackle the challenges of data analytics using Tableau without getting bogged down by the technicalities of the tool. What Will You Learn Master the core concepts of Tableau Automate and simplify dashboards to help business users Understand the basics of data visualization techniques Leverage powerful features such as parameters, table calculations, level of detail expressions, and more Who is This book For Business analysts, data analysts, as well as financial analysts.
  customer analysis using tableau: Tableau 2019.x Cookbook Dmitry Anoshin, Teodora Matic, Slaven Bogdanovic, Tania Lincoln, Dmitrii Shirokov, 2019-01-31 Perform advanced dashboard, visualization, and analytical techniques with Tableau Desktop, Tableau Prep, and Tableau Server Key FeaturesUnique problem-solution approach to aid effective business decision-makingCreate interactive dashboards and implement powerful business intelligence solutionsIncludes best practices on using Tableau with modern cloud analytics servicesBook Description Tableau has been one of the most popular business intelligence solutions in recent times, thanks to its powerful and interactive data visualization capabilities. Tableau 2019.x Cookbook is full of useful recipes from industry experts, who will help you master Tableau skills and learn each aspect of Tableau's ecosystem. This book is enriched with features such as Tableau extracts, Tableau advanced calculations, geospatial analysis, and building dashboards. It will guide you with exciting data manipulation, storytelling, advanced filtering, expert visualization, and forecasting techniques using real-world examples. From basic functionalities of Tableau to complex deployment on Linux, you will cover it all. Moreover, you will learn advanced features of Tableau using R, Python, and various APIs. You will learn how to prepare data for analysis using the latest Tableau Prep. In the concluding chapters, you will learn how Tableau fits the modern world of analytics and works with modern data platforms such as Snowflake and Redshift. In addition, you will learn about the best practices of integrating Tableau with ETL using Matillion ETL. By the end of the book, you will be ready to tackle business intelligence challenges using Tableau's features. What you will learnUnderstand the basic and advanced skills of Tableau DesktopImplement best practices of visualization, dashboard, and storytellingLearn advanced analytics with the use of build in statisticsDeploy the multi-node server on Linux and WindowsUse Tableau with big data sources such as Hadoop, Athena, and SpectrumCover Tableau built-in functions for forecasting using R packagesCombine, shape, and clean data for analysis using Tableau PrepExtend Tableau’s functionalities with REST API and R/PythonWho this book is for Tableau 2019.x Cookbook is for data analysts, data engineers, BI developers, and users who are looking for quick solutions to common and not-so-common problems faced while using Tableau products. Put each recipe into practice by bringing the latest offerings of Tableau 2019.x to solve real-world analytics and business intelligence challenges. Some understanding of BI concepts and Tableau is required.
  customer analysis using tableau: Wiley CIA 2022 Exam Review, Part 3 S. Rao Vallabhaneni, 2021-10-19 Complete exam review for the third part of the Certified Internal Auditor exam The Wiley CIA 2022 Part 3 Exam Review: Business Knowledge for Internal Auditing offers students preparing for the Certified Internal Auditor 2022 exam complete coverage of the business knowledge portion of the test. Entirely consistent with the guidelines set by the Institute of Internal Auditors (IIA), this resource covers each of the four domains explored by the test, including: Business acumen. Information security. Information technology. Financial management. This reference provides an accessible and efficient learning experience for students, regardless of their current level of comfort with the material.
  customer analysis using tableau: Information Management Shuliang Li, 2024 This book constitutes the refereed proceedings of the 10th International Conference on Information Management, ICIM 2024, held in Cambridge, UK, during March 8-10, 2024. The 26 full papers and 12 short papers included in this book were carefully reviewed and selected from 139 submissions. They were organized in topical sections as follows: data based information systems and security management, design and development of digital information platform based on AI, knowledge based technological innovation and management, data oriented recommendation system and information management, process optimization and management in modern integrated information systems, intelligent information system and platform construction.
  customer analysis using tableau: Pro Tableau Seema Acharya, Subhashini Chellappan, 2016-12-23 Leverage the power of visualization in business intelligence and data science to make quicker and better decisions. Use statistics and data mining to make compelling and interactive dashboards. This book will help those familiar with Tableau software chart their journey to being a visualization expert. Pro Tableau demonstrates the power of visual analytics and teaches you how to: Connect to various data sources such as spreadsheets, text files, relational databases (Microsoft SQL Server, MySQL, etc.), non-relational databases (NoSQL such as MongoDB, Cassandra), R data files, etc. Write your own custom SQL, etc. Perform statistical analysis in Tableau using R Use a multitude of charts (pie, bar, stacked bar, line, scatter plots, dual axis, histograms, heat maps, tree maps, highlight tables, box and whisker, etc.) What you’ll learn Connect to various data sources such as relational databases (Microsoft SQL Server, MySQL), non-relational databases (NoSQL such as MongoDB, Cassandra), write your own custom SQL, join and blend data sources, etc. Leverage table calculations (moving average, year over year growth, LOD (Level of Detail), etc. Integrate Tableau with R Tell a compelling story with data by creating highly interactive dashboards Who this book is for All levels of IT professionals, from executives responsible for determining IT strategies to systems administrators, to data analysts, to decision makers responsible for driving strategic initiatives, etc. The book will help those familiar with Tableau software chart their journey to a visualization expert.
  customer analysis using tableau: Innovative Tableau Ryan Sleeper, 2020-04-24 Level up with Tableau to build eye-catching, easy-to-interpret data visualizations. In this follow-up guide to Practical Tableau, author Ryan Sleeper takes you through a collection of unique tips and tutorials for using this popular software. Beginning to advanced Tableau users will learn how to go beyond Show Me to make better charts and learn dozens of tricks to improve both the author and user experience. Featuring many approaches he developed himself, Ryan shows you how to create charts that empower Tableau users to explore, understand, and derive value from their data. He also shares many of his favorite tricks that enabled him to become a Tableau Zen Master, Tableau Public Visualization of the Year author, and Tableau Global Iron Viz Champion. Learn what’s new in Tableau since Practical Tableau was released Examine unique new charts—timelines, custom gauges, and leapfrog charts—plus innovations to traditional charts such as highlight tables, scatter plots, and maps Get tips that can help make a Tableau developer’s life easier Understand what developers can do to make users’ lives easier
  customer analysis using tableau: Data Analytics & Visualization All-in-One For Dummies Jack A. Hyman, Luca Massaron, Paul McFedries, John Paul Mueller, Lillian Pierson, Jonathan Reichental, Joseph Schmuller, Alan R. Simon, Allen G. Taylor, 2024-04-09 Install data analytics into your brain with this comprehensive introduction Data Analytics & Visualization All-in-One For Dummies collects the essential information on mining, organizing, and communicating data, all in one place. Clocking in at around 850 pages, this tome of a reference delivers eight books in one, so you can build a solid foundation of knowledge in data wrangling. Data analytics professionals are highly sought after these days, and this book will put you on the path to becoming one. You’ll learn all about sources of data like data lakes, and you’ll discover how to extract data using tools like Microsoft Power BI, organize the data in Microsoft Excel, and visually present the data in a way that makes sense using a Tableau. You’ll even get an intro to the Python, R, and SQL coding needed to take your data skills to a new level. With this Dummies guide, you’ll be well on your way to becoming a priceless data jockey. Mine data from data sources Organize and analyze data Use data to tell a story with Tableau Expand your know-how with Python and R New and novice data analysts will love this All-in-One reference on how to make sense of data. Get ready to watch as your career in data takes off.
  customer analysis using tableau: Democratizing Our Data Julia Lane, 2021-10-19 A wake-up call for America to create a new framework for democratizing data. Public data are foundational to our democratic system. People need consistently high-quality information from trustworthy sources. In the new economy, wealth is generated by access to data; government's job is to democratize the data playing field. Yet data produced by the American government are getting worse and costing more. In Democratizing Our Data, Julia Lane argues that good data are essential for democracy. Her book is a wake-up call to America to fix its broken public data system.
  customer analysis using tableau: Tableau Desktop Pocket Reference Ryan Sleeper, 2021-01-21 In a crowded field of data visualization and analytics tools, Tableau Desktop has emerged as the clear leader. This is partly due to its ease of use, but once you dive into Tableau's extensive feature set, you'll understand just how powerful and flexible this software can be for your business or organization. With this handy pocket reference, author Ryan Sleeper (Innovative Tableau) shows you how to translate the vast amounts of data into useful information. Tableau has done an amazing job of making valuable insights accessible to analysts and executives who would otherwise need to rely on IT. This book quickly guides you through Tableau Desktop's learning curve. You'll learn: How to shape data for use with Tableau Desktop How to create the most effective chart types Core concepts including discrete versus continuous Must-know technical features including filters, parameters, and sets Key syntax for creating the most useful analyses How to bring it all together with dashboards And more!
  customer analysis using tableau: Wiley CIA Exam Review 2023, Part 3 S. Rao Vallabhaneni, 2022-11-15 WILEY CIA EXAM REVIEW 2023 THE SELF-STUDY SUPPORT YOU NEED TO PASS THE CIA EXAM Part 3: Business Knowledge for Internal Auditing Provides comprehensive coverage based on the exam syllabus, along with multiple-choice practice questions with answers and explanations Explains business acumen in relation to internal auditing Prepares candidates for testing on information security and information technology Includes pertinent test-preparation content on financial management Features a glossary of CIA Exam terms—a good source for candidates preparing for and answering the exam questions Assists the CIA Exam candidate in successfully preparing for the exam Based on the CIA body of knowledge developed by The Institute of Internal Auditors (IIA), Wiley CIA Exam Review 2023 Part 3 provides a student-focused and learning-oriented experience for CIA candidates. Passing the CIA Exam on your first attempt is possible. We’d like to help. Thoroughly covers topics on the exam structure, based on the current syllabus.
  customer analysis using tableau: Tableau Cookbook – Recipes for Data Visualization Shweta Sankhe-Savale, 2016-12-26 Create beautiful data visualizations and interactive dashboards with Tableau About This Book Delve into the features and functionalities of Tableau from the ground up with this step-by-step guide that has over 50 follow-me recipes Build rich visualizations to effectively highlight the underlying trends and patterns in your data Build beautiful interactive dashboards and storyboards to stitch your visualizations together and tell a story Who This Book Is For This book is for anyone who wishes to use Tableau. It will be of use to both beginners who want to learn Tableau from scratch and to more seasoned users who simply want a quick reference guide. This book is a ready reckoner guide for you. The book will be such that both new & existing Tableau users who don't know, or can't recall how to perform different Tableau tasks can use the book and be benefited from it. What You Will Learn Get to grips with the Tableau workspace and terminologies and understand what data sources you can connect Learn to create basic charts like bar chart, stacked bar, pie chart, line chart, area chart, tree map & word cloud Go even further with more advanced visualizations such as scatter plot, box & whiskers plot, dual axis, bullet chart, Histograms, Maps, etc Use pre-defined calculation and change its scope and direction to affect outcome Learn to define Parameters and call them into parametric calculations that provide outcomes based on user inputs Build Dashboards and use Actions to link multiple sheets on the dashboard Connect to multiple data sources using Data Blending, Multiple Table Join within the same data source as well as across data sources, Custom SQL and learn to work with data Extracts Compute statistical trends, build forecasting models and use Reference lines for benchmarking In Detail Data is everywhere and everything is data! Visualization of data allows us to bring out the underlying trends and patterns inherent in the data and gain insights that enable faster and smarter decision making. Tableau is one of the fastest growing and industry leading Business Intelligence platforms that empowers business users to easily visualize their data and discover insights at the speed of thought. Tableau is a self-service BI platform designed to make data visualization and analysis as intuitive as possible. Creating visualizations with simple drag-and-drop, you can be up and running on Tableau in no time. Starting from the fundamentals such as getting familiarized with Tableau Desktop, connecting to common data sources and building standard charts; you will walk through the nitty gritty of Tableau such as creating dynamic analytics with parameters, blended data sources, and advanced calculations. You will also learn to group members into higher levels, sort the data in a specific order & filter out the unnecessary information. You will then create calculations in Tableau & understand the flexibility & power they have and go on to building story-boards and share your insights with others. Whether you are just getting started or whether you need a quick reference on a how-to question, This book is the perfect companion for you Style and approach This cookbook takes a step-by-step approach and the text systematically evolves to cover more involved functionalities. Every recipe includes illustrative screenshots which provide a detailed visual resource for each step.
  customer analysis using tableau: Big Data Processing Using Spark in Cloud Mamta Mittal, Valentina E. Balas, Lalit Mohan Goyal, Raghvendra Kumar, 2018-06-16 The book describes the emergence of big data technologies and the role of Spark in the entire big data stack. It compares Spark and Hadoop and identifies the shortcomings of Hadoop that have been overcome by Spark. The book mainly focuses on the in-depth architecture of Spark and our understanding of Spark RDDs and how RDD complements big data’s immutable nature, and solves it with lazy evaluation, cacheable and type inference. It also addresses advanced topics in Spark, starting with the basics of Scala and the core Spark framework, and exploring Spark data frames, machine learning using Mllib, graph analytics using Graph X and real-time processing with Apache Kafka, AWS Kenisis, and Azure Event Hub. It then goes on to investigate Spark using PySpark and R. Focusing on the current big data stack, the book examines the interaction with current big data tools, with Spark being the core processing layer for all types of data. The book is intended for data engineers and scientists working on massive datasets and big data technologies in the cloud. In addition to industry professionals, it is helpful for aspiring data processing professionals and students working in big data processing and cloud computing environments.
consumer、customer、client 有何区别？ - 知乎
对于customer和consumer，我上marketing的课的时候区分过这两个定义。 customer behavior：a broad term that covers individual consumers who buy goods and services for their own use and …

Consumer与customer有区别吗？具体作什么区别？ - 知乎
Mar 18, 2014 · 一般把 customer 翻译做 “客户“ 比如你是杜蕾斯的生产商，那么中国总代，上海曼伦商贸有限公司，就是你的customer，然后从曼伦进货的全家就是曼伦的customer，然后隔壁小张买了 …

Windows 10 business 和 consumer 中的专业版有什么不同？ - 知乎
Mar 14, 2020 · Windows10 有business editions 和 consumer editions 版。其中每个都有 专业工作站版，可这2个专业工作…

想问一下大家web of science文献检索点不动 只能用作者检索怎么 …
手机电脑打开都是这样 我想用文献检索 不想用作者检索啊啊啊啊啊

什么是CRM系统？它的作用是什么？ - 知乎
CRM（Customer Relationship Management），即客户关系管理系统.。 是指利用软件、硬件和网络技术，为企业建立一个客户信息收集、管理、分析和利用的信息系统。通俗地讲， CRM就是帮助企业 …

请问金融系统中提到的KYC是做什么用的？ - 知乎
KYC看着高端，其实我们每个人都经历过。例如，当你去银行开户的时候，都必须要提交身份证件，甚至有时候还要提交家庭住址证明。这便是一个最简单的KYC。(也叫做CIP - Customer Identification …

什么是SCRM？为什么企业要做SCRM？ - 知乎
SCRM翻译后的全程是：Social Customer Relationship Management ，可以看到这里的“S”原来是“Social”，也就是“社交”的意思。 尽管只是多了一个S，却将原先CRM呈现的客户管理行为转移到了 …

什么是跨境电商，你们了解多少？ - 知乎
跨境电子商务是指不同国度或地域的买卖双方经过互联网以邮件或者快递等方式通关，将传统贸易中的展现、洽谈和成交环节数字化，完成产品进口的的新型贸易方式，当前主流的跨境电商形式主要 …

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新媒体的KOL、KOC是什么? - 知乎
KOC有双重身份，即Customer和Creator，KOC是消费者的同时也是创作者，是对消费者的消费决策起到关键作用的群体。 KOL与KOC在本质上截然不同，是两个群体。前者是推，而KOC是晒。从本质 …

Performance Analysis and Integrity (PA&I) Business …
Tableau reports are developed using data from VD2 (Data Management Warehouse and SAS via Tableau Desktop. In addition to that some users use Tableau Professional Desktop which runs …

Advanced Analytics With R And Tableau Jen Stirrup Ruben …
Tableau can visually communicate results, leading to further analysis and refinement. Example Scenario: Customer Churn Prediction Imagine a company seeking to …

Developing Key Performance Indicators (KPIs) in Tableau
2. Notice that Customer ID is under Measures. This really should not be the case. So drag Customer ID up into Dimensions, and place it under the Customer folder. 3. Drag Customer ID …

Optimizing your Amazon Redshift and Tableau Deployment …
Tableau natively connects to Amazon Redshift for advanced speed, flexibility, and scalability, accelerating results from days to seconds. From Box and Skyscanner to Pearson, thousands …

Introduction to Data Analytics for Accounting
Students will learn how to conduct analysis using Excel, Tableau, and Power BI, exposing ... using Excel, Tableau, or Power BI. Each lab has two datasets: the first relates to the step-by- …

Introduction To Tableau Public - Rice University
Tableau Public is a free solution/service from Tableau Software Company. It involves two products. Tableau Desktop Public – the free version of Tableau Desktop with limitations. • The …

Data Visualization on Movies Dataset using Tableau
E. Accurate Customer Sentiment Analysis F. Direct Interaction with Data G. Predictive Sales Analysis H. Drill-Down Sales Analysis I. Easy Comprehension of Data J. Customized Data …

Advanced Analytics With R And Tableau Jen Stirrup Ruben …
Synergistic Use of R and Tableau The combination of R and Tableau offers a powerful synergy for advanced analytics. R for complex analysis: R can be used to perform in-depth …

A Case Study- Visual Analysis of Sales Records Using TABLEAU
health care domain can be performed better using visual analytics tool. It will result in faster decision making and end customer will be benefited in terms of time. Goh et al. (2020) [1] …

Advanced Analytics With R And Tableau Jen Stirrup Ruben …
Tableau can visually communicate results, leading to further analysis and refinement. Example Scenario: Customer Churn Prediction Imagine a company seeking to …

Hands-on Analysis Quiz 2 Solutions - Get Tableau Certified
3)Find the customer with the highest profit. What is his or her average shipping cost per order? [Hint: to calculate the shipping cost per order you will need to calculate the number of orders …

Paper 122-2024 Airbnb Consumer Behavior Analysis - wuss.org
Using a model comparison to identify the most accurate means of predicting booking, we were able to draw actionable insights in which to make recommendations to Airbnb marketing. …

CUSTOMER SEGMENTATION FOR ONLINE RETAIL - GitHub …
customer made the last purchase ¡ Or last visit day or the last login time ¡ Lower the better Number of Invoices grouped by Customer ID ¡ The number of purchases made in a given …

Advanced Analytics With R And Tableau Jen Stirrup Ruben …
Tableau can visually communicate results, leading to further analysis and refinement. Example Scenario: Customer Churn Prediction Imagine a company seeking to …

Big Data Analytics on Cab Company’s Customer Dataset …
the customer using data obtained from the company. The goal is to reduce the cost incurred by the company ... Tableau is Business Intelligence and Analysis tool. Tableau can help anyone …

visual analysis for everyone - cdnlarge.tableausoftware.com
VISUAL ANALYSIS A description of visual analysis Tableau Software was founded on the idea that analysis and visualization should not be isolated activities but must be synergistically …

Advanced nalytics with aleau - Quantum Analytics
4. Time-Series and Predictive Analysis Trend Analysis, Forecasting 5. External Services Integration R and Python Integration SCENARIO FEATURES Time-series and predictive …

Tableau User Guide - ny.sepsis.ipro.org
Jul 5, 2024 · The Tableau Webserver platform is available using any web browser. Login credentials were provided to your hospital’s Primary User of the Sepsis Portal. Please access …

Advanced Analytics With R And Tableau Jen Stirrup Ruben …
Tableau can visually communicate results, leading to further analysis and refinement. Example Scenario: Customer Churn Prediction Imagine a company seeking to …

Advanced Analytics With R And Tableau Jen Stirrup Ruben …
Tableau can visually communicate results, leading to further analysis and refinement. Example Scenario: Customer Churn Prediction Imagine a company seeking to …

Customer-Centric Sales Forecasting Model: RFM-ARIMA …
Customer Analysis using RFM Model and 2. Sales Forecasting using ARIMA Model. For this study, we use Tableau's Global Superstore data set. These extensive datasets provide a basis …

Sensitivity Analysis: An Example - The University of Texas at …
new initial tableau; in other words, despite a revision in T I, we intend to follow the original sequence of pivots. After producing a revised T F, we will, in the second step, take the revised …

Decision Tree: Customer Churn Analysis for a Loyalty …
terprise Miner was used to perform predictive analysis while Tableau was used to perform descriptive analysis. Keywords: Decision Tree, Customer Analytics, Churn Analysis, Loyalty …

Tutorial for Beginners - HubSpot
analysis. WHY TABLEAU? Whether it’s small or large, profitable or non-profit, every organization needs to analyze their data for optimal decision making. Analyzing data has never been easier …

TABLEAU PREP TRAINING HANDBOOK - tcworkshop.com
Tableau prep is a new tool introduced by Tableau to allow you the ability to gather, combine, structure and organize data for analysis within Tableau. Data preparation is a crucial step in …

Use Of Tableau In Data Analysis - climber.uml.edu.ni
Use Of Tableau In Data Analysis Unleashing the Power of Tableau in Data Analysis: A Comprehensive Guide Tableau, a powerful data visualization tool, has revolutionized how …

Tableau Forensic Imager (TX1) Product Overview - OpenText
Acquire’ screen to define a targeted search profile using pre-defined and custom criteria. Users can create, name, store and share complicated or commonly used logical image searches for …

Tableau Data Visualization Cookbook - 103.47.12.35
ETL, his greatest enjoyment comes from data visualization and analysis using Tableau. He is a Tableau-certified trainer, mentor, and a leader in the online Tableau community. Joshua is a …

Deloitte Analytics and Tableau Software Empowering …
"Deloitte at a Glance" sidebar below) and has teamed with Tableau Software since 2012. Tableau has also been recognized by Gartner for the third consecutive year as a leader in the Gartner …

Tableau Your Data! - download.e-bookshelf.de
Within months after speaking at Tableau’s first customer conference, Dan went to friend and founder of InterWorks, Inc., Behfar Jahanshahi, to convince him to allow Dan to form a …

Road Accident Data Analysis Using Tableau Data …
Road Accident Data Analysis Using Tableau Data Visualisation 659. characterise road accident locations. In the literature, methods for data mining such as clustering, classification, and …

DATA VISUALIZATION LAB (R22A1281) LABORATORY …
6. Data Aggregation and Statistical functions in Tableau 7. Data Visualizations in Tableau 8. Basic Dashboards in Tableau COURSE OUTCOMES: At the end of the course, Students will be able …

PREDICTIVE ANALYSIS OF FOREIGN DIRECT INVESTMENT IN …
To Predict/Forecast FDI inflows in India whether increasing/ decreasing by using Tableau BI tools. Problem Statement ... due to its large customer bazaar, trained labor force, and favorable …

6 Steps to Faster Data Blending for Tableau - DLT
Kit for Tableau • Survey Analysis • Advanced Data Blending • Parsing XML ... Cookbook Series Steps to Faster ata Blending for Tableau • By using the Input tool you can drag and drop data …

Tableau Forensic Universal Bridge - OpenText
which version of the bridge is in a given system, through the use of the Tableau Firmware Update (TFU) program. Please contact OpenText Customer Support with any questions about the …

Preparing data for natural language interaction in Ask Data
In Tableau Desktop, you can create user-friendly field names with aliases (e.g. “CustID” is “Customer ID”). This is a standard recommendation for data curation. For Ask Data, you can …

Jumpstart your Slot Performance Analysis with Tableau
Aug 13, 2024 · GAMING SEMINARS 4 Cost Early Bird Rate (payment by July 9, 2024) – $695 Regular Registration Fee (payment by August 5, 2024) – $795 Course prices include the live …

Business Intelligence Data Visualization for Diabetes Health …
Abstract—In operations, and ensure accurate reporting and analysis. today's environment, Business Intelligence (BI) is transforming the world at a rapid pace across domains. ...

Customer Service Sentiment Analysis - blog.amf
customer service sentiment analysis: Sentiment Analysis Bing Liu, 2020-10-15 Sentiment analysis is the computational study of people's opinions, sentiments, emotions, moods, and attitudes. …

COURSE CODE: DSE - Osmania University
20. Use Tableau to highlight the top 10 performing products based on sales. Create the following Dashboards in Tableau on Sample Superstore data: 21. Create sales performance dashboard. …

Providing Library Support for Interactive Scientific and …
Tableau Desktop and the rest of the team could view it using Tableau Reader without having to purchase additional Tableau Desktop licenses. For groups that need enterprise-level solutions …

Data Visualization with Tableau - Course Agenda and Syllabus
1. Introduction to Tableau a. Interface: Navigating the Tableau workspace. b. Basic Features: Understanding Tableau's core functionalities. c. Importance: Why data visualization is crucial in …

Using Tableau to Visualize COVID-19 Data - David McKie
Using Tableau to Visualize COVID-19 Data To repeat the old cliché’ seeing is believing. Sometimes we must see a pattern before believing there is something worth reporting. A pivot …

Which chart or graph is right for you? - UCOP
Using a map as a filter lets viewers drill down and find detailed answers. • Put bars on both sides of an axis. Plotting positive and negative data points along the same axis makes trends and …

Data Visualization in Tableau Using a Hypothetical Dataset
Tableau is a strong, safe, end-to-end analytical, easy-to-learn platform; anyone without coding knowledge can easily learn Tableau. The Authors further on, saying that different versions of …

ComEd WATER STUDY - ComEd Customer Innovation
Methodology: Depth interviews, analysis and report . a)municipal and government. b)industry. Phase 2 . Task 3: Technology and Product Prioritization . Methodology: Delphi study . Task 4: …

Data Visualization Using Tableau - Theseus
Excel sheet and then using these returns, it showed the results with different visualisation methods in Tableau. At the end of the study, main differences between Excel and Tableau are …

Text Analytics using Tableau - mis420fall2014.weebly.com
Text Analytics using Tableau The following tutorial will show you how to perform text analysis in Tableau 8.2. To get started, you will need the following: Tableau version 8.2 Data: Political …

Comparative Analysis of Data Visualization Tools: Power BI …
International Journal of Scientific Research in Engineering and Management (IJSREM) Volume: 07 Issue: 10 | October - 2023 SJIF Rating: 8.176 ISSN: 2582-3930

Tableau Cloud Notices and License Information - Salesforce
Feb 18, 2025 · Any map data, code or maps created using Tableau Cloud and/or Tableau Maps (“Maps”) are provided purely for reference purposes. Tableau does not warrant the Maps, Map …