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Tableau

Tableau Worksheet 


 Tableau worksheets are powerful analytical tools, but the real utility of this

application is in being able to share the analysis with other people in your

organization. An executive overview such as the one shown in Figure 1‑8 not

only breaks down sales by state, but it also enables the viewer to see how

different customer segments and product categories are performing. In addition,

the overview graphically displays profitability using different colors.

In Tableau terminology, this type of display that combines information from

more than one sheet is called a dashboard.


Tableau can use many different types of data sources, ranging from text

and Excel to all the best databases in the world.


The Tableau worksheet includes a number of elements that you’ll use as you

build your analysis. These include the following:

1) Data pane: This is the area that appears along the left side of the

worksheet (in the Side bar) and contains two sections: one labeled

Dimensions and one labeled Measures. These sections hold the fields

that you can add to the work area to perform the analysis. The Side bar

also has a tab labeled Analytics that’s used to add things like trend lines

to a visualization.


2) Shelves and cards: These are the areas in the workspace with names

like Pages, Filters, Marks, and so on where you drag fields from the Data

pane to produce a visualization. Your visualization will change depending

on where you drop a field, so later chapters will provide much more

detailed information about using shelves and cards.


3) New Worksheet, New Dashboard, and New Story buttons: These buttons

enable you to add new pages to your visualization.


4) Menu bar: Here you’ll find various commands for working with Tableau

such as File, Data, and Format.


5) Toolbar: This bar contains a number of buttons that enable you to perform

various tasks with a click, such as Save, Undo, and New Worksheet.

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