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Data Modeling with Tableau: A practical guide to building data models using Tableau Prep and Tableau Desktop

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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 DescriptionTableau 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 forThis 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.

Table of ContentsIntroducing Data Modeling in TableauLicensing Considerations and Types of Data ModelsData Preparation with Tableau Prep BuilderData Modeling Functions with Tableau Prep BuilderAdvanced Modeling Functions in Tableau Prep BuilderData Output from Tableau Prep BuilderConnecting to Data in Tableau DesktopBuilding Data Models Using RelationshipsBuilding Data Models at the Physical LevelSharing and Extending Tableau Data ModelsSecuring DataData Modeling Considerations for Ask Data and Explain DataData Management with Tableau Prep ConductorScheduling Extract RefreshesData Modeling Strategies by Audience and Use Case

356 pages, Kindle Edition

Published December 30, 2022

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Profile Image for Francisco Galán.
93 reviews12 followers
July 13, 2023
If you're an advanced user, there are some chapters which are very helpful. In particular, I liked those that talk about security. I now have a much clearer idea on how to restrict users from accessing certain data. Basically, you can set access with various techniques:

a) Setting permissions for projects, within your Tableau Cloud or Server: good for restricting access to entire workbooks or data sources.

B) Adding user filters within a workbook: good for row-level security, that is, allowing users to only see certain chunks of the data. However, these filters can be removed by those who can edit the workbook.

c) Using entitlement tables: good for row-level security, restricting access even to those who can edit workbooks, and automating permissions.

The book also talks about Data Management, which refers to some extra, paid features you can get in Tableau.

Still, many other chapters are too basic for advanced users, and the writing is a bit choppy. Overall, I give it 3 stars out of 5. I'd recommend it only if you're interested in security and Data Management features. Otherwise, you won't learn much about data modeling per se.
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