Chapter 25

Tableau Part 2: Data Preparation

Learning Objectives

Upon completing all the content in this lesson, you should be able to do the following:

  1. Use Tableau’s filtering and sorting features to improve visualizations.
  2. Use Tableau to arrange data in a custom hierarchical structure.
  3. Use groups and sets to organize data for visualizations.

Key Terminology

Here is a list of key terms for this chapter broken down by the page the term first appears on. Make note of each term and its definition.

Filtering and Sorting

  1. query pipeline
  2. extract
  3. extract filter
  4. data source
  5. data source filter
  6. context filter
  7. dimension filter
  8. measure filter
  9. table calculation filter

Hierarchies

  1. hierarchy

Groups and Sets

  1. group
  2. set
  3. dynamic set
  4. fixed set
  5. In/Out