Tableau at Work1--
1 The Tableau Workspace--
1.1 The Start Page 29
1.1.1 Connect to a Data Source29
1.2 The Toolbar30
1.2.1 The Highlight Tool31
1.2.2 Fit31
1.2.3 Show Me32
1.3 The Sidebar 32
1.4 The Data Pane32
1.4.1 Data Pane Context Menu32
1.4.2 Transform32
1.4.3 Describe32
1.5 Analytics Pane34
1.6 Cards, Shelves, Controls & Legends34
1.7 Add Fields & Objects to the View34
1.7.1 The Pages Shelf35
1.7.2 Show, Hide, & Format Legends35
1.7.3 The Columns Shelf and Rows Shelf36
1.8 Select Marks36
1.9 Working with Fields36
1.9.1 Field Unavailable36
1.9.2 The Field is Missing from the Data Source Page36
1.9.3 Can not Change the Order of Fields on Shelves36
1.9.4 Can not Delete a Field36
1.10 The Status Bar and Sheet Tabs 36
1.10.1 UnHide Sheets37
1.10.2 Copy Dashboards and Worksheets37
1.11 Menus37
1.11.1 The Format & Window Menus37
1.11.2 Worksheet Menu37
1.11.2.1 Caption37
Tableau at Work1--
2 Data Sources--
2.1 The Start Page39
2.2 The Data Source Page39
2.2.1 The Context Menu39
2.2.1.1 Rename a Field39
2.2.1.2 Hide a Field40
2.2.2 Transform (Split) Strings41
2.2.3 Hide All Unused Fields41
2.2.4 Create an Alias42
2.2.5 Edit or Remove Aliases42
2.3 Work with Data Sources43
2.4 Connect to a Data Source43
2.4.1.1 Connect to a Saved Data Source43
2.5 Tableau Server Data Source43
2.5.1 Live vs. Extract44
2.5.2 Data Source Extract Filters44
2.5.2.1 Refresh the Extract so the Visualization Data Matches the Data Source45
2.5.3 Move a Data Source’s Data File46
2.5.4 Rename a Data Source46
2.5.5 Remove or Close a Data Source46
2.5.6 Save Data Sources - *.tds46
2.6 Replace a Data Source47
2.6.1 Change the Connection to a New File47
2.6.2 Overview47
2.6.3 What is Not Copied?47
2.6.4 Field Names are Case-Sensitive48
2.6.5 Renamed Fields & Aggregation48
2.6.6 Field Data Types48
2.6.7 Check Fields in Parameter Lists Are Not Hidden48
2.6.8 Unused Fields48
2.6.9 Roles: Measures, Dimensions, Discrete, & Continuous 48
2.6.10 Replace References48
2.6.10.1 Unhide Worksheets48
2.6.10.2 Data Source Filters49
2.7 Replace a Data Source, Step-by-Step Instructions49
Tableau at Work 2
2.7.1 Sign In to a Tableau Server49
2.7.2 Connect to the New Data Source49
2.7.3 New Worksheet for New Data Source49
2.7.4 Create a Folder for Custom Fields50
2.7.5 Copy Custom Fields50
2.7.6 Custom Shapes and Colors, and Sort Settings51
2.7.7 Replace the Data Source51
2.7.8 Look for Trouble51
2.7.8.1 Filter Selections51
2.7.9 Fixing Issues After Replacing a Data Source51
2.7.9.1 Replace References52
2.7.9.2 Update Parameter Lists52
2.7.9.3 Adjust Row-Level Security52
2.7.9.4 Adjust Blend Relationships52
2.8 Create an Extract52
2.8.1.1 Add an Extract Filter52
2.8.1.2 Aggregate Data54
2.8.1.3 Number of Rows56
Tableau at Work1--
3 Tableau Terminology--
3.1 Dimension Fields57
3.1.1 Combined Dimension Fields57
3.2 Measure Fields57
3.3 Measure Names, Measure Values, & Count58
3.3.1 Measure Values Shelf58
3.3.2 Count59
3.4 Roles59
3.4.1 Geographic Role60
3.5 Discrete vs. Continuous61
3.5.1 Blue vs. Green 61
3.5.2 Discrete61
3.5.2.1 Change Qty to Discrete62
3.5.2.2 Categorical Color Palette63
3.5.2.3 Sorting Discrete Data63
3.5.3 Continuous63
3.5.3.1 x- and y-Axis63
3.5.3.2 Continuous Color Palette66
3.5.3.3 Unable to Sort Continuous Data66
3.6 Calculations, Groups, Sets, Bins & Placeholders66
3.6.1 Table Calculations66
3.6.2 Groups66
3.6.2.1 Create Groups66
3.6.3 Sets67
3.6.3.1 Create a Static Set68
3.6.3.2 Conditional Sets69
3.6.3.3 Combined Sets69
3.6.3.4 Filter with Sets69
3.6.3.5 Set Control70
3.6.4 Placeholder Fields70
3.7 Aggregation72
3.7.1 The Visualization Level of Detail72
3.7.2 Aggregations, Addressing, and Partitioning 73
3.7.3 Aggregate Functions73
3.7.4 Context Filters to Decrease Scope73
Tableau at Work1--
4 The Language of Data--
4.1 Types of Data74
4.1.1 Field Type Detection and Naming Improvements74
4.1.2 Change the Data Type of a Field74
4.2 Nulls, *, All, and None~ 7775
4.2.1 Nulls75
4.2.1.1 Null Indicator75
4.2.2 All75
4.2.3 None75
4.2.4 * Asterisk75
4.2.5 No Data76
4.3 Field Default Properties76
4.3.1 Describe Fields: Comments76
4.3.2 Dimension Fields76
4.3.3 Measure Fields76
4.3.3.1 Number Fields76
4.3.4 Date Fields77
4.4 Data Pane Icons77
4.5 The Tableau Data Model77
4.5.1 Logical Layer78
4.5.2 Physical Layer78
4.6 Data Structure78
4.6.1 Partitioning79
4.6.2 Valid Dates79
4.6.3 Remove Totals79
4.6.4 Tall Data79
4.7 Combining Data79
4.7.1 Relationships80
4.7.2 Joins80
4.7.3 Inner Join81
4.7.3.1 Create an Inner Join81
4.7.4 Left Join81
4.7.4.1 Create a Left Join82
4.7.5 Full Outer Join83
4.7.6 Right Join83
Tableau at Work 2
4.7.7 Unions83
4.7.8 Data Blends84
4.8 Working with Data84
4.8.1 View & Export Data84
4.8.1.1 Full Data Tab85
4.8.1.2 The View Data Icon in a Tooltip85
4.8.1.3 Summary86
4.8.1.4 View Data in a TWBX File86
4.8.1.5 View Data from the Data Pane86
4.8.1.6 View Data for Selected Mark(s)87
4.8.2 Check the Data87
Tableau at Work1--
5 A Chart With a View--
5.1 Preparation88
5.2 Show Me89
5.3 Create a Chart89
5.3.1 Which Chart (Mark Type) Should I Use?89
5.3.2 Drop Field90
5.3.3 Steps to Create the Visualization90
5.3.4 Validate & Test91
5.3.5 Data & Fields91
5.3.5.1 Category91
5.3.5.2 Sub-category91
5.3.5.3 Segment92
5.3.6 Components or Elements92
5.3.7 Columns Shelf92
5.3.8 Rows Shelf92
5.3.9 Color Tile and Color Legend92
5.4 Share Charts and Dashboards92
5.4.1 Export to Power Point92
5.4.2 Package the Workbook92
5.4.3 Extract Data92
5.4.4 Publish the Data Source to a Tableau Server92
5.5 Publish to Tableau Server or Tableau Public93
5.5.1 Optimize Performance93
5.5.2 Row Level Security93
5.5.3 Row Level Security With Two Connections in a Data Source93
5.6 From Data to Insights94
5.6.1 Start With a Question94
5.6.2 Analyze the Data98
5.6.3 What Message Do You Want to Convey?98
5.6.3.1 Example 198
5.6.3.2 Example 299
5.6.3.3 Example 399
5.6.3.4 Example 499
5.6.3.5 Example 599
5.6.3.6 Example 699
5.6.4 Tell a Story99
Tableau at Work 2
5.6.4.1 Beginning100
5.6.4.2 Middle100
5.6.4.3 End100
5.6.5 Target your Audience100
5.7 Designing a Visualization100
5.7.1 Preattentive Attributes100
5.7.2 Best Practices100
5.7.3 Review your visualizations100
5.7.4 Audience Feedback101
Tableau at Work1--
6 Storytelling With Charts--
6.1 Blend Measures into a Single Axis102
6.2 Dual-axes Charts103
6.3 Multiple Charts in One View105
6.4 A Small Multiples View105
6.4.1 Preview - The Finished Chart106
6.4.2 Create the Visualization106
6.4.2.1 Validate and Test108
6.4.3 Fields108
6.4.3.1 Row Index108
6.4.3.2 Column Index110
6.4.3.3 SUM(Sales)110
6.4.3.4 The Placeholder Field [Header]111
6.4.3.5 Sales Ranges111
6.4.3.6 Fruit111
6.4.3.7 Marks Card: Tiles111
6.4.3.8 AGG(Header)111
6.4.3.9 SUM(Sales)111
6.4.3.10 Mark Type111
6.5 Donut Chart112
6.5.1 Preview - the Finished Chart112
6.5.2 Create the Visualization112
6.6 Stacked Bar Chart114
Tableau at Work1--
7 Visual Details--
7.1 Marks Card: Tiles116
7.2 Types of Marks117
7.2.1 Multiple Marks117
7.2.2 Bar Charts118
7.2.2.1 Rounded End for Bar Charts119
7.2.2.2 Histogram Charts119
7.2.2.3 Bins120
7.2.3 Circle Marks121
7.2.3.1 Sparkline121
7.2.3.2 Word Clouds123
7.2.3.3 Box-and-Whisker Plots124
7.2.3.4 Create a Box-and-Whisker-Plot124
7.2.4 Text Marks124
7.2.5 Square Mark Type125
7.2.5.1 Heat Maps126
7.2.6 Gantt Bar Chart126
7.2.6.1 Bullet Graph127
7.2.7 Shape Marks128
7.2.7.1 Custom Shapes and Colors129
7.2.7.2 Charts with Only Shapes129
7.2.7.3 Timeline Chart129
7.2.7.4 Transparent Shapes to Call Attention to Some Marks129
7.2.7.5 Examples of Colored up and Down Arrows130
7.2.7.6 RAG Ratings130
7.2.7.7 Use a Transparent Shape to Remove Blue Shading130
7.2.7.8 Call Attention to Marks with Transparent Shapes and Color130
7.2.7.9 Scatter Plots133
7.2.7.10 Side-by-Side Circles133
7.2.8 Line Charts133
7.2.8.1 Dumbbell Chart134
7.2.9 Area Mark136
7.2.10 Density Mark136
7.2.11 Maps137
7.3 The Color Property139
7.3.1 Default Color139
7.3.2 Fields on the Color Tile139
Tableau at Work 2
7.3.3 Color Palettes140
7.3.3.1 Categorical Color Palette140
7.3.3.2 Divergining Color Palette140
7.3.4 Assign Color to Marks141
7.3.4.1 Halo141
7.3.5 Border or Outline Color of Bars142
7.3.6 Color Positive and Negative Numbers142
7.3.7 Highlight Table - Include Totals in Color 143
7.3.8 Match Label Colors to Bar Color143
7.3.9 Show Color Legend(s)143
7.3.10 Color Legend From Field Values143
7.3.11 Opacity143
7.3.12 Transparency144
7.3.13 Color Not Applied145
7.3.14 White or Special Colors145
7.3.15 Color Tile Affects Lines in the View145
7.3.16 Call Attention to the Difference With Color145
7.3.16.1 Preview the Finished Dashboard146
7.3.16.2 Create the Visualization146
7.4 The Size Property150
7.5 The Text or Label Property151
7.5.1 A Heading for a Field on the Text Tile151
7.5.2 Text Values Not Shown151
7.6 The Detail Tile152
7.6.1 Field Not Available152
7.7 Tooltips152
7.8 Reference Lines152
7.8.1 Reference Line with Shading153
7.8.2 Format Reference Line153
7.8.3 Bullet Graph with Reference Line & Distribution Band153
7.8.3.1 Create the Visualization153
7.9 Trend Lines157
7.9.1 Trend Line Overlaps Mark Label157
7.9.2 Trend Line Grayed Out157
7.9.3 Trend Line Color157
7.9.4 Remove Trend Line157
Tableau at Work1--
8 Filter & Sort--
8.1 Filter Logic & the Order of Operations158
8.1.1 Order of Operations158
8.1.2 How Tableau Applies Filters158
8.1.3 The Apply to Worksheets Setting159
8.2 Create a Filter159
8.2.1 Select Marks to Create a Filter159
8.2.2 Select Headers to Filter Data160
8.2.3 Filter from Fields on the Rows Shelf or Columns Shelf160
8.2.4 Exclude Nulls160
8.3 Filter Controls160
8.3.1 Formatting a Filter Control161
8.3.2 Only Relevant Values161
8.3.3 Show Apply Button161
8.3.4 Show All Value161
8.4 Filter Actions161
8.5 Types of Filters164
8.5.1 Table Calculation Filters164
8.5.2 Dimension Filters164
8.5.2.1 Top N Filter164
8.5.3 Measure Filters165
8.5.4 Date Filters165
8.5.5 Context Filters165
8.5.5.1 Why Use a Context Filter?166
8.5.6 Filtering with Sets & Groups167
8.5.7 Extract Filters167
8.5.8 Data Source Filters167
8.5.9 Filtering with Parameters167
8.6 Testing Filters168
8.7 Filter Examples168
8.7.1 Filter to Dynamic Range & Top N168
8.7.2 Filter the View, Not the Underlying Data169
8.7.2.1 Introduction169
8.7.2.2 Create the Visualization169
8.7.2.3 Validate and Test170
Tableau at Work 2
8.7.2.4 Project Files170
8.7.2.5 Data and Fields171
8.8 Improve Filter Performance171
8.9 Sorting171
8.9.1 Default Sort Behavior171
8.9.2 What Can You Sort?171
8.9.2.1 Continuous Fields171
8.9.2.2 Table Calculations Can’t be Sorted172
8.9.2.3 Change a Continuous Field to Discrete for Sorting with Rank()172
8.10 Types of Sorting172
8.10.1 Computed Sorts172
8.10.2 Manual Sorts172
8.10.3 Nested Sort173
8.11 How to Sort in Tableau173
8.11.1 Sort Dialog Box174
8.11.2 The Toolbar Sort Buttons174
8.11.3 Hover Over Field Labels174
8.11.4 Use a Legend to Sort175
8.11.5 Axis Sort Tool175
8.12 Sort Examples175
8.13 Click Data Points to Sort with a Set175
8.13.1 Preview - the Finished Chart175
8.13.2 Create the Visualization176
8.13.3 Worksheets177
8.13.4 Data & Fields177
8.13.4.1 Order Date177
8.13.4.2 Sales177
8.13.4.3 Category178
8.13.4.4 Calculated Fields178
8.13.4.4.1 Category Sorter178
8.13.4.4.2 % of Total Sales178
8.13.4.4.3 Calculation to Turn Off Highlighting178
8.13.5 Category Sort (Set)178
8.13.6 Components or Elements180
8.13.7 Columns Shelf180
8.13.8 Rows Shelf180
8.13.9 Change Set Values Action180
8.13.10 Marks: Details181
8.13.11 Marks: Color181
8.13.12 Toolbar: Highlight181
8.14 Hover to Choose a Field for Sorting181
Tableau at Work3--
8.14.1 Introduction181
8.14.2 Preview - the Finished Dashboard181
8.14.3 Create the Visualization181
8.14.4 Testing183
8.14.5 Project Files183
8.14.6 Worksheets & Dashboard184
8.14.7 Bar Chart Worksheet184
8.14.8 Text Worksheet185
8.14.9 Data & Fields185
8.14.10 Measured Names185
8.14.11 Calculated Fields185
8.14.11.1 Calc Field for Sorting186
8.14.11.2 Placeholder186
8.14.12 Components or Elements186
8.14.13 Filters Shelf186
8.14.14 Marks Cart: Text186
8.14.15 Measure Values Card186
8.14.15.1 Parameter186
8.14.15.2 Change Parameter - Dashboard Action187
8.14.15.3 Parameter Control187
8.15 Sorting Segments Within a Stacked Bar187
8.15.1.1 Preview - the Finished Dashboard187
8.15.1.2 Create the Visualization187
8.16 Sort by Rank Alternative188
8.16.1 Project Files189
8.16.2 Fields189
8.16.3 Sort by Date and SUM(Sales)189
8.17 Sort Columns or Marks190
8.17.1 Sort the Order of Columns on the Canvas190
8.17.2 Sort to Bring a Mark to the Front191
Tableau at Work 4
Tableau at Work1--
9 Dates--
9.1 Date Level Settings194
9.2 Date Parts194
9.2.1 Year and Month196
9.2.2 Select Marks on the View to View Data196
9.3 Date Values196
9.3.1 Change to a Date Value197
9.4 Comparing Date Parts and Date Values197
9.5 ISO Date Standards198
9.6 Discrete vs. Continuous Dates198
9.6.1 Add Date Parts to Titles198
9.6.2 Worksheet for Date Title199
9.7 Formatting and Default Properties199
9.7.1 Formatting All Dates in a Data Source199
9.7.2 Default Properties for Dates201
9.7.3 Date Symbols202
9.7.4 Abbreviate Month in the Axis202
9.8 Alias for a Date Field202
9.9 Date Functions202
9.9.1 Date Literal203
9.9.2 Expressions for Filtering vs. Returning a Date203
9.9.3 DATEPART() and DATENAME()204
9.9.4 DATEADD() and DATEDIFF()206
9.9.5 Change Date to String with DATENAME()206
9.9.6 DATE()207
9.9.7 DATETRUNC()207
9.9.8 MIN() and MAX() with Dates207
9.10 Data Refresh Date in Title207
9.11 Avoid All in a Date Title208
9.12 Time Duration for Gantt Bar, Waterfall & Resume208
9.13 Date Parameter in Axis Label208
Tableau at Work1--
10 Table Calculations--
10.1 Table Calculation Scope209
10.2 Add a Table Calculation210
10.2.1 Pareto Chart With a Running Total & Percent of Total Table Calculation210
10.3 Quick Table Calculations212
10.4 Compute Using212
10.4.1 How Compute Using Groups Data in Table Calculations213
10.4.2 Compute Using: Specific Dimensions 213
10.4.3 Slope Chart with a Rank Table Calculation215
10.4.4 Compute Using: Table Across217
10.4.5 Compute Using: Table Down218
10.4.6 Compute Using: Table Across, Then Down218
10.4.7 Compute Using: Table Down, Then Across218
10.4.8 Compute Using: Pane Down220
10.4.9 Compute Using: Pane Down, Then Across220
10.4.10 Compute Using: Pane Across, Then Down224
Tableau at Work1--
11 Calculations--
11.1 Types of Calculated Fields225
11.1.1 In-line Calculations225
11.1.2 Placeholders225
11.2 Syntax225
11.2.1 Calculated Field Data Types 226
11.2.2 Comments226
11.2.3 Boolean226
11.2.4 Functions226
11.2.5 Fields226
11.2.6 Parameters226
11.2.7 Literal Expressions226
11.3 Mathematical Order of Operations227
11.3.1 Elements in Parentheses227
11.3.2 Division and multiplication227
11.3.3 Addition and subtraction227
11.4 Aggregation & Level of Detail227
11.4.1 Count(), CountD()227
11.4.2 AVG()228
11.4.3 Aggregation Errors228
11.4.4 ATTR() - Dimension vs. Measure228
11.5 The Calculation Editor228
11.5.1 Add Fields to the Calculation229
11.5.2 Preview Calculation229
11.5.3 Zoom or Font Size229
11.6 Create and Edit Calculated Fields229
11.7 Validate & Test230
11.8 Useful Functions231
11.8.1 Case231
11.8.2 MAX() and MIN()232
11.8.3 ROUND()232
11.8.4 ZN()232
11.9 User Functions232
11.10 Table Calculation Functions232
Tableau at Work 2
11.10.1 FIRST()232
11.10.1.1 FIRST() Example233
11.10.2 LAST()234
11.10.3 INDEX()234
11.10.3.1 Filter to Top 5 using INDEX()235
11.10.4 LOOKUP()236
11.10.5 RANK()236
11.10.5.1 Sort by Ranking Alternative236
11.10.6 WINDOW_AVG237
11.10.7 WINDOW_SUM 238
11.11 Level of Detail (LoD)238
11.12 Level of Detail Expressions238
11.12.1 Scoping Keywords238
11.12.1.1 EXCLUDE239
11.12.1.2 FIXED239
11.12.1.3 INCLUDE239
11.12.2 LoD Declaration239
11.13 Fixed LoD Example241
11.13.1 Comparing Visualizations241
11.13.2 The Visualization Without LoD Calculations241
11.13.3 The Visualization with a LoD Zip Calculation243
11.13.4 LOD All Fans Sheet244
11.13.4.1 Fixed LoD without a Dimension Declaration246
11.13.5 Project Files246
11.13.6 Worksheets247
11.13.6.1 No LoDs247
11.13.6.2 LoD Zip247
11.13.6.3 LoD All Fans247
11.13.7 Data & Fields247
11.13.8 Calculated Fields248
11.13.8.1 % of All Fans v2249
11.13.9 Components or Elements249
11.13.10 Marks Card: Label249
11.13.10.1 No LOoDs250
11.13.10.2 LoD Zip250
11.13.10.3 LoD All Fans250
11.14 Weighted Average with Fixed LoD250
11.14.1 Introduction250
11.14.2 Preview - the Finished Dashboard250
11.14.3 Create the Visualization250
11.14.4 The Avg Expense View250
11.14.5 The Weighted Average Calculation250
Tableau at Work3--
11.14.6 The Weighted Average View251
11.14.7 Worksheets & the Dashboard251
11.14.8 Data & Fields251
11.14.8.1 Order Date252
11.14.8.2 Category252
11.14.8.3 Sales252
11.14.8.4 Profit 252
11.14.8.5 Expense252
11.14.8.6 Weighted Average252
11.14.8.7 Avg Expense252
11.14.9 Components or Elements252
11.14.9.1 Columns Shelf252
11.14.9.2 Rows Shelf252
11.14.9.3 Text Tile on the Marks Card253
11.14.9.4 Row Grand Totals253
11.14.10 Marks Card: Text253
11.15 Totals253
11.15.1 Format Totals254
11.15.2 Include Totals in the Color Property254
11.15.3 Total Using Sum, Average, Minimum, or Maximum255
Tableau at Work1--
12 Formatting--
12.1 Elements of the View256
12.1.1 Format an Object256
12.2 Format Control Panes257
12.3 Fonts258
12.4 Alignment258
12.4.1 Vertical Alignment259
12.4.2 Center Column Values259
12.4.2.1 Format Pane259
12.4.2.2 Text Tile Alignment260
12.4.3 Text Tile - Edit Label261
12.4.4 Format Pane - Measure Values261
12.5 Shading261
12.5.1 Row Banding263
12.5.2 Column Banding264
12.5.3 Worksheet Shading (Background)264
12.6 Borders265
12.6.1 Default: Cell266
12.6.2 Row Divider266
12.6.3 Column Divider267
12.6.3.1 Divider between Columns268
12.7 Lines 269
12.7.1 Grid Lines270
12.7.2 Format the Workbook Grid Lines270
12.7.3 Horizontal Grid Lines270
12.7.4 Axis Rulers271
12.8 Fields273
12.8.1 Header Tab274
12.8.1.1 Format Totals275
12.8.2 Can not Format Date Field275
12.9 Show Header/Hide Header275
12.9.1 Resize Column Header275
12.10 Axis275
12.10.1 Show or Hide Axis275
Tableau at Work 2
12.10.2 Axis Labels275
12.10.3 Resize Axis Height275
12.11 Format Field: Axis, Numbers276
12.11.1 Currency (Standard)276
12.11.2 Pane, Null Format276
12.11.3 Format Field: Pane276
12.11.4 Number Formats: Positive, Negative & Zero276
12.11.5 Number Format: Percentage277
12.11.6 Number Format: Custom Arrows278
12.12 Bring a Mark to the Forefront278
12.13 Resize279
12.13.1 Resize Bar Width280
12.14 Default Properties280
12.14.1 Color281
12.15 Format Menu281
12.15.1 Workbook282
12.15.2 Animations283
12.15.3 Worksheet Title and Caption283
12.15.4 Filter & Set Controls283
12.15.5 Field Labels283
12.15.6 Legends283
12.15.7 Cell Size284
12.15.8 Copy & Paste Formatting284
12.16 Worksheet Settings284
12.17 Headers285
12.17.1 Change Whitespace between Title and Column Headings285
12.17.2 Dashboard Container for Headings286
12.17.3 Rotate Header286
12.17.4 Format Header for Totals286
12.17.5 Headings Do not Line Up on a Dashboard286
12.18 Analysis: Table Layout286
12.18.1 Show Empty Columns286
12.19 Properties on the Marks Card286
12.20 Reference Line Labels286
12.21 Arrows Comparing Two Values287
12.22 Color287
12.22.1 Title with Mark Colors288
12.22.2 Match Label Colors to Bar Color288
Tableau at Work3--
12.22.3 Trend Line Color290
12.22.4 Remove Vertical Lines from the Color Tile290
12.22.5 Color Not Applied290
Tableau at Work1--
13 Labeling & Text--
13.1 Mark Labels291
13.1.1 Stack Marks Off291
13.1.2 Mark Labels & the Text Tile291
13.1.2.1 Always Show291
13.1.3 Move a Label292
13.1.4 Beginning and End of Line292
13.1.5 Move Headings to the Top 292
13.1.6 Use Measure Names as Labels292
13.1.7 Reposition Mark Labels292
13.1.7.1 Highlight Table - Mark Labels292
13.1.8 Toolbar Button293
13.2 Axis Labels294
13.2.1 Format Axis294
13.2.2 Show or Hide Axis294
13.2.3 Independent Axis for Each Row294
13.2.4 Center Date Labels/Headers294
13.3 Field Labels295
13.4 Headers295
13.4.1 Add Headers to Multiple Charts295
13.4.2 A Heading for a Field on the Text Tile295
13.4.3 Dashboard Container Only for Headings296
13.5 Worksheet Titles297
13.5.1 Titles Including Field Data298
13.6 Legends & Controls298
13.6.1 Edit Alias298
13.6.2 Legend Highlighting298
13.6.3 Separate Color Legends298
13.6.4 Custom Color & Shape Legend (Diamond)298
13.7 Annotations302
13.8 Placeholder Fields302
13.9 Reference Line Labels302
Tableau at Work1--
14 Dashboards--
14.1 Create a Dashboard303
14.2 Dashboard Pane303
14.2.1 Device Layout303
14.2.2 Size303
14.2.3 Sheets303
14.2.3.1 Swap Sheets303
14.2.4 Objects304
14.2.5 Tiled and Floating304
14.3 Layout Pane304
14.3.1 Position and Size304
14.3.2 Background304
14.3.2.1 Background Image or Wallpaper304
14.3.2.2 Change a Floating Object Background Color304
14.3.3 Item Hierarchy304
14.3.4 Padding305
14.4 Containers305
14.4.1 Add a Container307
14.4.2 Add Objects to a Container307
14.4.3 Drag to Resize Containers, Sheets, and Objects307
14.4.4 Select a Parent Container307
14.4.5 Positioning Containers and Objects307
14.5 Dashboard Objects308
14.5.1 Image Button - URL or Email308
14.5.2 Web Page Button309
14.5.3 Menus from Buttons309
14.5.4 Download Button309
14.5.5 Copy a Dashboard Object309
14.6 Object Menu311
14.6.1 Fit311
14.6.1.1 Align Two Charts with Fit Width311
14.6.2 Caption312
14.6.3 Size: Edit Height or Width312
14.6.4 Align Sheets (Height)313
14.6.5 Distribute Contents Evenly313
Tableau at Work 2
14.6.6 Floating Container: Show-Hide Button313
14.6.7 Reorder Objects in a Container313
14.6.8 Floating Order313
14.6.9 Select Parent Container314
14.7 Filters314
14.7.1 Identifying Particular Worksheet Filters314
14.7.2 Format a Filter Control Title314
14.7.3 Apply Filter to all Data Sources314
14.7.4 Filter Dashboard Sheets When Data Points are Selected314
14.7.5 Apply Filter to All Worksheets on Dash314
14.8 Legend314
14.9 Parameter Controls315
14.10 Dashboard Menu316
14.10.1 Align Items With a Grid316
14.11 Actions316
14.12 Titles & Headings316
14.12.1 Include Field Data in the Dashboard Title316
14.12.2 Dashboard Container for Headings316
14.13 Aligning KPIs on a Dashboard316
14.14 Dashboard Sheet Selection Menu317
14.14.1 Preview - the Finished Dashboard317
14.14.2 Create the Visualization317
14.14.3 Testing318
14.14.4 Worksheets and Dashboard320
14.14.5 Data & Fields320
14.14.6 Calculated Fields321
14.14.7 Components or Elements321
14.14.8 Columns Shelf321
14.14.9 Rows Shelf321
14.14.10 Parameter321
14.14.11 Parameter Control321
14.14.12 Filters Shelf321
14.14.12.1 Profit--
Worksheet Filter322
14.14.12.2 Sales--
Worksheet Filter322
14.15 Dynamic Zone Variability322
14.15.1 Testing322
14.16 Horizontal Radial Buttons to Change Filters323
14.16.1 Testing328
Tableau at Work3--
14.17 Horizontal Radial Buttons to Switch Sheets328
14.18 A Floating Container for Filters333
14.18.1 Introduction333
14.18.2 Preview - the Finished Dashboard334
14.18.2.1 Hide the Filters Container334
14.18.3 Create the Visualization334
14.18.4 Testing338
14.18.5 Worksheet & Dashboard338
14.18.6 Data & Fields338
14.18.7 Components or Elements339
14.18.8 Rows Shelf339
14.18.9 Columns Shelf339
14.18.10 Filters Shelf339
14.18.11 Filter Controls339
14.18.12 Dashboard Container & Show/Hide Button339
14.18.13 Formatting339
14.19 A Reset All Filters Button339
14.19.1 Introduction339
14.19.2 Preview - the Finished Dashboard340
14.19.3 Create the Visualization340
14.19.4 Testing343
14.19.5 Worksheets343
14.19.5.1 Select All Filters Worksheet343
14.20 A Floating Dashboard Container343
14.20.1 Rows Shelf343
14.20.2 Columns Shelf343
14.20.3 Filters Shelf343
14.20.4 Filter Controls343
14.20.5 Filters Action343
14.20.6 Formatting343
14.21 A Pop-Out Chart (Filter Action)343
14.21.1 Create the Visualization344
14.21.2 Testing346
14.21.3 Worksheets347
14.21.4 Dashboard347
14.21.4.1 Vertical Container: Chart 1347
14.21.4.2 Vertical Container: Pop-Out Chart 2347
14.21.5 Filter Action347
14.22 Titles When There Are No Rows of Data347
14.23 KPIs and BANs (Big Numbers)347
Tableau at Work 4
14.23.1 Create the Visualization348
14.23.2 Display Only Shapes351
14.23.3 Size KPIs Sheets and Containers 351
14.23.4 Arrows from Number Format352
14.23.5 Data & Fields352
14.23.6 Calculated Fields353
14.23.7 Rows & Columns Shelves353
14.23.8 Set353
14.23.9 Marks353
14.23.10 Filters Shelf353
14.24 Stories353
14.24.1 Size Options353
14.24.2 Layout Pane354
14.24.3 Title354
14.24.4 Add Text354
Tableau at Work1--
15 Interactivity--
15.1 Actions356
15.1.1 Run Action On356
15.1.2 Filter Action356
15.1.3 Highlight Action357
15.1.4 Go to URL Action357
14.1.4.1 Link to Tableau Server Dashboards and Worksheets358
14.1.4.2 Email (URL Link)358
15.1.5 Go to Sheet Action with a Tooltip358
15.1.6 Change Parameter Action359
15.1.7 Change Set Action359
15.1.8 Drill Down with a Set Action359
15.2 Tooltips360
15.2.1 Edit Tooltip362
15.2.2 Tooltip Command Buttons362
15.2.3 Field Not Showing in Tooltip362
15.2.4 Unhide Tooltip Worksheet363
15.2.5 Insert a Chart Inside the Tooltip363
15.2.6 Email From Within a Tooltip363
15.2.7 Open Other Worksheet from Within a Tooltip363
15.3 Highlighting364
15.3.1 Toolbar: Highlight365
15.3.2 Choose Highlight Fields365
15.3.3 Calculation Field to Turn Off Highlighting365
15.3.4 Legend Highlighting366
15.4 Parameters368
15.4.1 Create Parameter368
15.4.2 Populate with the Latest Date368
15.4.3 Filter With Parameter368
15.4.4 Parameter Control369
15.5 Switch Between Measures with Parameters369
15.5.1 Create the Visualization369
15.5.2 Testing369
15.5.3 Data & Fields370
15.5.3.1 Calculated Field371
15.5.4 Columns Shelf371
Tableau at Work 2
15.5.5 Rows Shelf371
15.5.6 The Parameter & a Parameter Control371
15.5.7 Marks Card: Color Tile371
15.6 Switch Between Aggregation: Sum & %371
15.6.1 Switch Between Dimensions372
15.7 Hierarchies372
