Visual Index & Accessibility Guide

Visual Index & Accessibility Guide

Introduction: Introduction to Tableau

Figure 1
See Figure 6.8, Dual Axes Area & Line on page 109
There is an orange area chart with peaks and valleys and a blue line chart on top. There are year headers along the bottom and y-axis numbers on both the left and the right.
Figure 2
See Figure 8.44, Area Chart, Click Data Points to Sort with a Set, page 177
The left side of the image has Data and Analytics at the top, and below that, the heading Folders with several rows of field names. The middle has three white boxes. The top box is labeled Pages, and the middle box is labeled Filters. The bottom box is labeled Marks, and below is a white rectangle labeled Area. There is a drop-down arrow on the right side. There are several squares with labeled icons below that.
Figure 3
See Figure 13.30 Annotations, Annotate the Area Chart, page 306
It is an orange shape that is straight on three sides, and the top edge has peaks and valleys. There is a light orange area in the middle of the labeled Covid.
Figure 4
See Figure 7.76, Match Label Colors to Bar Colors, page 145
The image has a colored horizontal bar chart with numbers at the right. A box overlays the chart with the title Show mark labels. The text below says Label Appearance. The bottom has a box with the title Table Book and icons for Bold, Italic, and Underline. Below that is a row of color boxes and a button that says Match Mark Color.
Figure 5
See Figure 8.55, Hover to Choose a Field for Sorting, page 182
There are three panes of blue horizontal bars with text on each row on the far left. There are three chart titles at the top of the page labeled Sales, Price, and Qty.
Figure 6
See Figure 11.39, Fixed LOD Example, page 247
A chart titled LODs All Fans. There are five horizontal blue bars with text on the left and text on the right side of the blue bars.
Figure 7
See Figure 13.23, Custom Color & Shape Legend (Yellow Diamond), page 304
There are two white rectangles at the top of the image labeled Columns on the left, and the bottom one is labeled Rows. On the right side of the Columns label, two green rectangles are separated by a white line. There is a blue rectangle with white text on the right of the Rows label. On the left, a gray box titled Marks has rows of text divided by gray lines. A white rectangle below is labeled Shape. Squares with labeled icons are below that. On the right, a chart with four horizontal blue bars has a yellow diamond in the middle of three of the bars.
Figure 8
See Figure 7.36, Box and Whisker, page 129
On the left, a gray box titled Marks has several rows of text divided by gray lines below. A white rectangle below is labeled Circle, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that. At the very bottom, there is a blue rectangle that says Segment. On the right, there is a chart with a blue rectangle with vertical lines above and below.
Figure 9
See Figure 7.104, Bullet Graph with Reference Line and Distribution Band, page 155
The right side of the image is a chart of horizontal bars. The chart title matches the color of the bars and the vertical red lines marking last year's markers. The bottom of the chart is an axis numbered from 0 to 40.
Figure 10
See Figure 10.22, Bump Chart, page 221
On the left is a white box titled Filters, and a blue rectangle is below. Below that box is a white rectangle labeled Marks at the top. A white rectangle below is labeled Automatic, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that. At the bottom left, there is a blue rectangle with a green rectangle below and another blue rectangle below that. In the middle, there is a chart with several colored lines with peaks and valleys. On the far right, there is a box labeled Fruit with several rows of text and small colored boxes on the left.
Figure 11
See Figure 7.27, Packed Bubbles, page 127
On the left, a white box titled Marks has a white rectangle below that is labeled Shape. Squares with labeled icons are below that. A chart with circles that are different sizes and colors packed together is on the right.
Figure 12
See Figure 7.77, Opacity, page 145
The image has three vertical blue bars on the left and a darker blue bar on the right.
Figure 13
See Figure 15.19, Drill Down with a Set Action, page 365
At the top of the image, a white box has the title Rows, with three blue rectangles and white text on the right. Below, there is a text chart on the left and a white box on the right labeled Selected Category Set with four checkboxes.
Figure 14
See Figure 7.62, Density Mark, page 139
On the bottom right, there is a radar map. On the left, a gray box is labeled Marks, and at the top, rows of text are divided by gray lines below. A white rectangle below that is labeled Bar, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that.
Figure 15
See Figure 6.22, Donut Chart, page 116
The left side of the image has a box with the title Marks, and below are two rows of text. Underneath, there are several small squares with text and icons. On the right, there are rectangles labeled Columns and Rows above a large white box. To the right of Rows, a green rectangle box has the text AGG(Outside Ring) and AGG(Inside Circle) with a white line dividing the labels. Below the green rectangles, there is a Donut chart with a colored border and a white circle in the center.
Figure 16
See Figure 7.61, Dumbbell Chart, page 139
On the left, a gray box is labeled Marks, and at the top, rows of text are divided by gray lines below. A white rectangle below is labeled Circle, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that. On the right, there are rows of lines with circles at the end of each line.
Figure 17
See Figure 7.39, Gantt Bar Marks, page 131
There are three Vertical colored bars with black horizontal lines near the bottom of the image. On the left, a gray box is labeled Marks, and at the top, rows of text are divided by gray lines below. A white rectangle below is labeled Gantt Bar, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that.
Figure 18
See Figure 9.29, Time Duration for Gantt Bar, Waterfall & Resume, page 209
At the top of the image, there are two white rectangles. The top rectangle is labeled Columns on the left, and the bottom one is labeled Rows. Green and blue rectangles with white text are on the right. Below, there is a white rectangle with a blue title, Volunteering. Short horizontal blue bars are scattered across the page and have black text labels. Along the bottom, there are year headings.
Figure 19
See Figure 7.73, Color Property, Highlight Table - Include Totals in Color, page 144
The image has three rows of text, with each block colored in a different shade of blue. On the left, there are headers, and across the top, there are years.
Figure 20
See Figure 7.24, Histogram, page 126
Three vertical blue bars in a histogram chart with amounts in the bottom x-axis and number counts in the vertical y-axis. Above the chart, there are two white rectangles. The top rectangle is labeled Columns on the left, and the bottom one is labeled Rows. Each row has a green rectangle on the right. White text in the top rectangle says Price(bin), and the bottom rectangle says CNT(Price)
Figure 21
See Figure 14.97, KPIs and BANs, page 355
In the top left corner of the image, a blue rectangle labeled Date Lookup Filter is in the white box labeled Filters. On the right, there is a white area with the number 8 and a small green arrow on the right pointing down.
Figure 22
See Figure 6.2, Line Charts, Blended Axis, page 107
There is a line chart with two lines on the bottom right quadrant and dates across the bottom x-axis. At the top of the image, there are two white rectangles labeled Columns and Rows on the left. On the right of the Rows label, there is a green rectangle labeled Measure Values. In the bottom left corner, there is a white box labeled Measure Values with two green rectangles below labeled SUM(Profit) and SUM(Sales).
Figure 23
See Figure 6.8, Dual Axes Chart: Area and Line, page 109
In the top left quadrant, under the title Marks, there are three rows of text divided by gray lines. Below that, a drop-down list box says Area. At the bottom of the white box, there are five small boxes. On the right is an area chart with two overlapping colors, peaks and valleys.
Figure 24
See Figure 1.33, Maps, Show, Hide, & Format Legends, page 27
The image is a map of the southeastern United States, and there are several Map Legends and Controls on the right. There are colored dots on the map of land and water areas.
Figure 25
See Figure 7.70, Maps, Halo, page 143
In the middle a map shows a waterway between two land masses with blue dots all over the map.
Figure 26
See Figure 7.64, Formatting & Transparent Backgrounds, page 140
The image is a satellite map of Cuba and the southeastern United States. The water is dark blue except for light blue areas around the islands. On the right side, there is a rectangle filled with dark blue and rows of storm names in white text.
Figure 27
See Figure 6.10, Multiple Charts in One View, page 110
Two colored bar charts are stacked vertically. There are two rows at the top labeled Columns and Rows with blue and green rectangles on the right. On the left side of the chart, there are y-axes with numbers and the words Profit and Sales.
Figure 28
See Figure 6.11, Multiple Panes in One View, page 110
The image is a small multiples chart with nine colored area charts in the view. A white box on the left is labeled Marks at the top. Above the nine charts are two rows labeled Columns and Rows on the left, and there are five blue and green rectangles labeled with field names.
Figure 29
See Figure 10.9, Pareto on page 217
On the left, a gray box is labeled Marks, and at the top, rows of text are divided by gray lines below. A white rectangle below that is labeled Line, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that. On the right, there are several blue vertical lines with vertical text headers below. There is an orange curved line from the bottom left to the top right.
Figure 30
See Figure 8.30, Filter the View, not the Underlying Data, page 169
Three columns of rows of text and numbers with the title Filter a View, Not the Underlying Data
Figure 31
See Figure 7.72, Color Positive and Negative Numbers, page 143
There are five Horizontal bars with five rows of text on the left. The top three bars are blue; the bottom two are red.
Figure 32
See Figure 15.42, Positive & Negative Values, Switch Between Measures, page 373
A blue rectangle at the top of the image has the white text Category. Below, there is a bar chart divided down the middle x-axis at 0K. On the left, the horizontal bars are red, and on the right, the bar is blue. On the top right, there is a drop-down arrow and a light gray box below with text and gray lines between. The text Show Title is highlighted in blue.
Figure 33
See Figure 9.31 A Resume Combining a Waterfall Chart, Time Duration, and Gantt Bar on page 209
A blue box has an avatar in the top left corner. On the right there are four horizontal bar charts. Below the avatar there are several icons in the bottom left corner of the page.
Figure 34
See Figure 7.59, Scatter Plot on page 138
On the left, a gray box is labeled Marks at the top, and below is a white rectangle labeled Automatic. There is a drop-down arrow on the right side. There are several squares with labeled icons below that. A blue rectangle at the bottom is labeled City.
Figure 35
See Figure 7.50, Call Attention to Marks With Invisible Shapes on page 135
The image is a light gray area chart with peaks and valleys. The lowest peak and tallest peak have a blue circle.
Figure 36
See Figure 12.64, Shape Chart, Arrows Comparing Two Values on page 284
The image is a text chart with one row of numbers and symbols on the left of each number.
Figure 37
See Figure 7.60, Side-by-Side Circles on page 138
On the left, a gray box is labeled Marks at the top, and below is a white rectangle labeled Shape. There is a drop-down arrow on the right side. There are several squares with labeled icons below that and a blue rectangle labeled Measure Names. A white box below is labeled Measure Values, and there are two green rectangles below. On the right, there are six circles.
Figure 38
See Figure 10.21, Slope Chart with Rank on page 221
On the left is a white box titled Filters, and a blue rectangle is below. Below that box is a white rectangle labeled Marks at the top. A white rectangle below is labeled Automatic, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that. At the bottom left, there is a blue rectangle with a green rectangle below and another blue rectangle below that. In the middle, there is a chart with several straight-colored lines. On the far right, there is a box labeled Fruit with several rows of text and small colored boxes on the left.
Figure 39
See Figure 7.30, Spark Lines on page 128
On the left, a gray box is labeled Marks, and at the top, rows of text are divided by gray lines below. A white rectangle below is labeled Automatic, and there is a drop-down arrow on the right side. There are six squares with labeled icons below that, and at the bottom is a blue rectangle. A chart to the right has three panes with lines moving up and down, and on the far right, there are red or green circles.
Figure 40
See Figure 5.6, Stacked Bars on page 95
Three bars color-coded to Segments. The Segment color legend is on the right side of the chart
Figure 41
See Figure 8.70, Sorting Segments Within a Stacked Bar on page 188
There are vertical bars with multiple colors in each bar. On the right, there are rows of text with small colored squares to the left.
Figure 42
See Figure 10.26, Text Table, Compute Using on page 223
There are two text charts on the left and right sides of the image. On the left side, there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. On the upper right, the four column headers are years, with amounts scattered in the rows below. The right chart is outlined in a black square with the same layout. The amounts in the left chart are running totals increasing from the top left down to the bottom, moving to the top right, and increasing down to the bottom all the way through the fourth row. The amounts in the right chart increase from the top to the bottom of each column.
Figure 43
See Figure 11.54, Text Table - Weighted Average on page 254
A chart in the bottom right titled Weighted Average with three rows and six columns.
Figure 44
See Figure 7.49, Timeline Chart - Shape Marks on page 134
On the left, a gray box is labeled Marks at the top, and a white rectangle below that is labeled Shape, and there is a drop-down arrow on the right side. There are several squares with labeled icons below that. On the right, there is a horizontal black line with blue circles scattered along it.
Figure 45
See Figure 7.68, Tree Map, Ch 5, Diverging Color Palette on page 142
A group of different-sized blue boxes ranging in color from dark blue in the top right to light blue in the bottom right.
Figure 46
See Figure 9.30, Time Duration for Gantt Bar & Waterfall (Resume) on page 209
At the top of the image, there are two white rectangles. The top rectangle is labeled Columns on the left, and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below, there is a white rectangle with a blue title, Volunteering. Horizontal blue bars are scattered across the page and have black text labels. The bars are arranged from the top left to the bottom right.
Figure 47
See Figure 7.31, Word Clouds With Circle Marks on page 128
On the left a white box is labeled Marks at the top. A white rectangle below is labeled Circle and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there are several colored circles of varying sizes with words in each circle.
Figure 48
See Figure 7.23, Rounded End for Bar Charts on page 123
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Circle and there is a drop down arrow on the right side. There are several squares with labeled icons below that and the middle square is labeled size. There is a red arrow pointing down from Size to a horizontal slider bar with a circle in the middle. On the right side there is a chart with blue horizontal bars.
Figure 49
See Figure 7.81, Call Attention to the Difference With Color on page 147
Four vertical blue bars. The second bar has a red box on top. The third and fourth bars have a green box on top with a horizontal bar separating the colors
Figure 50
See Figure 8.70, Sorting Segments Within a Stacked Bar on page 188
In the middle there are colored horizontal bars. The top bar is green, and the colors change to yellow, orange and red towards the bottom of the image. On the right a box titled SUM(Sales) A wide skinny rectangle below changes from red to orange to yellow to green.

Chapter 1: The Tableau Workspace

Figure 1.1
The Workspace
The workspace with the Data and Analytics panes on the left has vertical boxes to indicate Pages, Filters, Marks, and Measure Values shelves. On the right half of the page, the top has a white rectangle for the Columns shelf and another for the Rows shelf. The bottom right side of the screen is a blank area.
Figure 1.2
The Start Page
The image is the start page with the blue Connect pane on the left, recent files in the middle, and the Discover pane on the right.
Figure 1.3
Drag Orders onto the View
The Data Source window has a box with three vertical rows listing worksheets on the left and a white pane on the right.
Figure 1.4
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Figure 1.5
Clipboard Data
On the left there is a white box titled Data and Analytics with several rows of text below. Under the bold Data title there is a small cylinder icon on the left and text that begins Clipboard. On the right there is a gray box titled Marks with five boxes below. On the far right there is a text chart with eight rows of text in four columns.
Figure 1.6
The Left Side of the Toolbar
The image has tool icons in a gray horizontal rectangle.
Figure 1.7
The Start Page
A grouping of colored plus symbols
Figure 1.8
New Data Source
The image is a cylinder with plus symbol in the bottom right corner.
Figure 1.9
Pause Auto Update
The image is a cylinder with two black vertical lines in the bottom right corner.
Figure 1.10
Run Update
The image has a circle from two curved arrows.
Figure 1.11
New Worksheet
The image is a square with chart inside and a plus symbol in the top right corner
Figure 1.12
Duplicate
The image is two charts stacked on top of each other with the top chart slight off center to the right
Figure 1.13
Clear Worksheet
The image has a small chart in a square with a small x in the bottom right corner
Figure 1.14
The Right Side of the Toolbar
The image has a long horizontal rectangle with icon tools.
Figure 1.15
Swap Rows and Columns
The image has a vertical row of boxes on the left, and a horizontal row of boxes at the top A double arrow in the bottom right corner points to the last box in each row.
Figure 1.16
Sort Ascending
The image has a down arrow on the left and three boxes on the right with the largest box on the bottom
Figure 1.17
Sort Descending
A down arrow on the left and three boxes on the right with the largest box on the top.
Figure 1.18
Highlight Tool
A highlighter pen with a horizontal black line at the bottom
Figure 1.19
Group Members
A Paperclip.
Figure 1.20
Show Mark Labels
The image is a capital T letter in a box.
Figure 1.21
Fix Axes
An image of a bulletin board pin.
Figure 1.22
Show/Hide Cards
A vertical column of three boxes with a chart on the right
Figure 1.23
Presentation Mode
A small movie screen
Figure 1.24
Share Workbook
One circle on the left, two circles on the right above and blow the middle circle, connected by lines
Figure 1.25
Show Me
Multi-colored horizontal bar chart on the left and the text Show Me on the right
Figure 1.26
The Data Pane
A white box on the left with the word Data at the top of the pane. A hierarchy with an icon to the left of field names is displayed under a row of tools
Figure 1.27
View Data
A white box at the top with the Data, Analytics and Pages panes and a red arrow from an icon with tiny lines pointing down to a second box below. The second box has a gray area on the left with table names. A white area on the right has columnar data.
Figure 1.28
Transform
A white box on the left with the text Orders at the top. Below the Orders table there is a list of field names with small icons on the left. The Customer Name field is in blue, and a gray pop-up box has choices to Show Filter, Create, Aliases, etc. The Transform choice is blue and a third gray box is open on the right with the words Split and Custom split.
Figure 1.29
Custom Split
A gray box with the words Custom Split at the top. Below the title are choices for splitting field columns.
Figure 1.30
Describe Field Window
A white box with the words Describe Field at the top with a gray background. Text describes the role, type, status and formula information for the field
Figure 1.31
The Color Legend
A gray box on the left with the title Marks and six small boxes.. Five small boxes are gray and one has four colored circles above the word Color. In the middle are three vertical colored bars and on the right a color legend box has the title Segment with three rows for Consumer, Corporate, and Home Office. To the left of each row is a small colored box.
Figure 1.32
The Size Legend
A gray box on the left with the title Marks and six small boxes.. At the bottom of the Marks card there are two fields. The Sum(Profit) measure field has a green pill outline and to the left an icon has a small circle with a larger circle on top. The middle of the view has a white area with a y-axis and an x-axis chart. On the right a size legend box has the title SUM(Profit) with five rows with number values and different sized circles.
Figure 1.33
Map Legends and Controls
A map of the southeastern United States and several Map Legends and Controls on the right. There are colored dots on the map land and water areas.
Figure 1.34
Discrete and Continuous
Two boxes. The first row says Columns on the left and on the right there is a Blue rounded rectangle with the word Region in white. The box below says Rows on the left and has a Green rounded rectangle below that says Sum(Sales) in white
Figure 1.35
The Window Menu
A box with a black bar across the top with menu items. The Window menu has a drop down box with several rows of text. At the top of the drop down box there is a small pointer arrow pointing to Presentation Mode.
Figure 1.36
Worksheet Menu
A box with a black bar across the top with menu items. The Worksheet menu has a drop down box with several rows of text. At the bottom of the drop down box there is a red arrow pointing to the Describe Sheet text

Chapter 2: Data Sources

Figure 2.1
Data Source Page
The gray connections pane on the left with a white area on the right. The top of the white area has the data source name and three boxes for the tables. The bottom half has field columns and rows of data
Figure 2.2
The Field Context Menu on the Data Source Page
Two rows of field names on the bottom left and the Name Orders at the top let. There is a blue box in the middle with several rows of data and several additional field columns on the right. A small arrow points to the drop-down arrow at the top of the blue box with a small drop-down menu box slightly to the right of the blue area. The drop-down box has several rows of text with choices like Rename or Hide.
Figure 2.3
Remote Field Name
A column with field names on the left, a column for the physical table, and the Remote Field Name column. The data source name is at the top of the page with three boxes for the tables below.
Figure 2.4
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Figure 2.5
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Figure 2.6
Split a Field
The data source is at the top with table names below. On the left is a list of field names in the Orders table. On the right a blue column highlights the Customer Name. On the far right the context menu lists choices to rename, copy, etc. A red arrow points to the Split option in the drop-down menu
Figure 2.7
Edit Aliases
At the top of the view there are two boxes for the Columns shelf and below that the Rows shelf. A box for the drop-down context menu for a field on the Rows shelf is displayed below the field with choices to filter, sort, format, and more
Figure 2.8
Edit Aliases - Measure Names
Window with Edit Aliases at the top and a white box below with the field name and alias. A red arrow from the Data pane on the left points to the Sales Field on the right.
Figure 2.9
Drop-down Arrow to the Right of the Data Source Cylinder Icon
The Data Source Name at the top of the Data Source page, with icons on the left side
Figure 2.10
Connect to Tableau Server
The title Tableau Server below Search for Data in the blue Connect pane on the left of the Data Source page. On the right side there is a gray area with the word Open
Figure 2.11
Server Menu, Sign In
A black bar with menu items is at the top of the page. Below the bar there is a row of icons and below that three panes. On the far left is the Data pane, in the middle the Pages and Filters panes, and on the right the Columns shelf and Rows shelf is above the white canvas area. The Server menu drop-down box has several rows of text with a blue bar with a choice to Sign In
Figure 2.12
Connection: Live or Extract
A gray box on the left with a row of icons at the top and the word Connections below. At the bottom of the gray box there are four rows of text with the three Sheet names Orders, People and returns. A white box on the left has an Extract radial circle in the top right corner. Below there are three boxes for the tables and lines showing the joins
Figure 2.13
A Live Connection
A White box on the left with Data at the top of the pane and below that a single cylinder to the left of the data source name. At the bottom of the white box there are rows of Table names. In the middle of the view there are several boxes in the middle titled Pages, Filters and Marks. On the right side there are boxes for the Columns shelf and Rows shelf, and a white box underneath for the worksheet
Figure 2.14
The Double-Cylinder Icon
Below the word Data to the left of the word Orders there is a double-cylinder icon at the top of the Data pane. A box below says "Search" and there is a funnel to the right, an icon with lines and a drop-down arrow.
Figure 2.15
Extract Filters
A gray box with the title Filter Field . Below that is text that says How do you want to filter on. A white box in the middle has several rows of text for Week numbers, Weekdays, Month etc.
Figure 2.16
Filter By Field
At the top of a gray box the title is Filter (Order Date) and below the title three buttons. The Top button is blue and the General and Condition buttons are white. Below the buttons there are several boxes with drop down arrows
Figure 2.17
Data Source Page with Data
Three columns with field names at the top with blue icons above the field names. Below there are five rows of data. The bottom three rows are blue
Figure 2.18
View Values are Different than the Data Source Page
A gray box at the top says Rows on the left and on the right the fields Fruit and OrderID in blue pills. Below that the white canvas has a row with the column names Fruit and Order ID. At the bottom of the chart are three rows of data.
Figure 2.19
Extract Connection
A white box with the Radial Extract button selected at the top. On the right in blue are choices for Edit, Refresh and add. Below the text there are two spreadsheet icons connected by a line. At the bottom it says Need more data?
Figure 2.20
Error Message
Tableau error message with a white question mark in a blue circle on the left. On the right there is a message that Tableau can't find the file.
Figure 2.21
My Tableau Repository
A white box with a list of files in the folder My Tableau Repository with rows. The Data sources row is selected and has a gray background box. There are four columns with the titles Name, Date Modified, Size and kind.
Figure 2.22
Edit Connection
A gray pane on the left has icons at the top and the word Connections below. The white pane on the left has the data source name at the top. A drop down arrow is above the Edit Connection pop-up box in the middle of the image
Figure 2.23
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Figure 2.24
Tableau Server Sign In
A gray box with a white strip at the top with the words Tableau Server Sign In.. A drop down box has choices for server names, and there are two buttons to Connect or Cancel
Figure 2.25
The Drop-Down Arrow to Open the Context Menu
A Gray box with a white strip at the top that says Tableau - Book 1. Below that is a row of menu choices for File, Data, Server, Window and help, and the next row of icons with a red arrow pointing to the cylinder icon to the left of the data source name. There is a gray box with the words New Data Source highlighted in blue.
Figure 2.26
The New Data Source
The top row has the words Data and Analytics. The left half of the row is white and the right half is light gray. Below is a box with the words Data Source 2 and a drop down arrow on the right. A Search box and icons on the left is below the data source name. At the bottom there are Folders with the test My Calculated Fields and at the bottom of that the word Test.
Figure 2.27
Close the Original Data Source
At the top of the image there are three columns with the headings Data, Analytics and Filters. Under Data is a small icon and the words My DataSource. with a gray background. The right side of the Data pane has a light gray box with Edit Data Source at the top of several rows of text. in a drop-down menu. The choice Close is highlighted in blue.
Figure 2.28
Select the Data Source and then Extract
A black bar with menu items is at the top of the page. Below the bar there is a row of icons and below that three panes. On the far left is the Data pane, in the middle the Filters & Marks boxes. The Data menu drop-down box has several rows of text with a gray highlight box around the Orders (Sample Superstore text with an greater than sign on the right. Another gray box has rows of data and at the bottom is the word Extract
Figure 2.29
The Extract Data Dialog Window
A gray box with Extract Data at the top. Below there are choices for filters, aggregation, and Number of rows
Figure 2.30
Add an Extract Filter
A gray box with Extract Data at the top. A smaller box is on top with the title Add Filter and several rows of field names
Figure 2.31
Filter Details
A light gray box with the title Filter [Country]. Below that are four tabs General, Wildcard, Condition and Top. The next row has three radial buttons and Select from list has a black circle inside the radial button. Below the buttons are several rows with country names. A checkbox on the right says Exclude and is highlighted in red.
Figure 2.32
Filter Aggregation for Dates
A gray box with the title Extract data and two radial buttons for Logical Tables or Physical Tables. In the middle is a white box with a list of fields. At the bottom the Aggregation section has check boxes for aggregate data or roll up dates. The last line says Number of Rows and there is a radial button named All rows.
Figure 2.33
Number of Rows for Extract
A gray box has a section called Aggregation and below that Number of Rows. At the bottom the radial button Sample is selected and a dark gray box says Orders. On the right a white drop down box has the word rows highlighted in blue.

Chapter 3: Tableau Terminology

Figure 3.1
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Figure 3.2
The Measure Field Sales on the Columns Shelf
The left side of the image has Data and Analytics at the top and below that Tables with several table names below. The bottom left says Parameters. On the right there are boxes for the Columns shelf and Rows shelf above the white canvas area. To the right of Columns a green rectangle box has the word SUM(Sales) . To the right of Rows a blue rectangle has the word City. A bar chart below has a vertical list of city names on the left and blue bars on the right.
Figure 3.3
Data Source Fields
Four columns with field names at the top and small blue icons. Below there are five rows of data
Figure 3.4
Drag a Field to Change to a Dimension
At the top of the image it says Data in bold on the left and Analytics on the right, with a vertical line between. Below it says Sample-Superstore and below that is a white box with the word Search . Underneath the box is the title Tables followed by several rows of field names. There is an orange line between Top Customers by Profit and the row Discount. On the right side it says Dimensions and under that it says Measures in orange.
Figure 3.5
The Count Field
The left side of the image has Data and Analytics at the top and below that Tables with Folders and several field names below. The bottom left says Measure Values. The Orders(Count) field is highlighted in green and an arrow points to the name. A white box below says ".A generated field that counts the number of records in the Orders table.
Figure 3.6
The Measure Values Shelf
The left side of the image has boxes with the titles Filters, Marks, and Measure values. On the right there are two boxes for the Columns shelf and Rows shelf above the white canvas area. To the right of Columns a blue rectangle box has the word Measure Names. A text chart below has four column headings with numbers. Below the Marks box on the left, the Measure Values box has 4 green rectangles with four headings that match the four columns in the chart.
Figure 3.7
Describe Field
A box with a gray outline and the title Describe Field . Below the time is the word Price(bin) underlined, and below that there are several rows of text with details on the role, type, bin size, status and more
Figure 3.8
Geographic Role
The left side of the image is a white box with more than a dozen field names. Near the top the Postal Code fieldname has a blue background. On the right there are two gray windows with text representing the context menus. The Geographic Role is highlighted in Blue in the middle, and the ZIP Code is highlighted in blue on the bottom right.
Figure 3.9
Discrete Month Headers
Two boxes at the top of the view with Columns on the first row on the left, and Rows under that. The right side of the first row has a blue rectangle with the text Month(Order Date). There is a green rectangle below with the text Sum(sales). The bottom of the image has five vertical blue bars. Text along the bottom of the chart says January, March, October, November and December.
Figure 3.10
A Continuous Date Axis
A line chart with Tick Marks in the bottom axis. On the right is a list of months with boxes on the left and some are checked
Figure 3.11
The Discrete Context Menu
A line chart with months along the bottom as headers. Apr is highlighted in blue and a gray box for the Context Menu is open with choices for Format, Header, Label etc.
Figure 3.12
A y-axis and a x-axis Chart
A chart with a blue line with both y-axis and a x-axis. The vertical y-axis on the left has dollar amounts and the horizontal x-axis along the bottom has numbers and the test Qty
Figure 3.13
Discrete and Continuous in the Context Menu
A white box at the top has the text Columns on the left and a green rectangle on the right with the text Qty. The bottom white area of the image is a line graph. In the middle a gray box has several rows of choices for discrete, continuous, remove etc.
Figure 3.14
Qty Headers
A chart with vertical blue bars and numbers along the bottom
Figure 3.15
Sales vs. Quantity
on the left there are two white boxes with the headings Filters and Marks. Below Marks there are five buttons and below that a blue rectangle with the text Fruit. On the right side a vertical bar chart with multiple colors per bar is shown. On the far right a color legend with small colored boxes and fruit labels is shown.
Figure 3.16
Sort in the Context Menu
Along the top image there is a row of icons. Below that is a white box with the word Columns. On the right side of Columns is a blue rectangle with the label (MONTH(Order). A gray box is below the blue rectangle with several rows of text and in the middle is a choice to sort.
Figure 3.17
Decorative
Decorative
Figure 3.18
Swap
At the bottom of the image there is a chart of blue horizontal bars. At the top there is a row of icons and a small black arrow pointing to the middle tool. A white tiny rectangle below says swap rows and columns.
Figure 3.19
Discrete vs. Continuous
Side by side line charts. At the top both charts have a rectangle labeled Columns and below that a rectangle with the label Rows. On the left a blue rectangle has white text for MONTH(Order Date) and on the right the field rectangle is green.
Figure 3.20
Date Axis
Along the top there are two boxes with labels for the Columns shelf and the Rows shelf above the white canvas area. To the right of Columns a green rectangle box has the text MONTH(Order Date) . To the right of Rows a green rectangle has the text SUM(Sales). The white box below has a line chart and along the bottom the x-axis is highlighted in blue and has month names. A small black pointer is over the blue box and has a gray box above overlaid on top of the line chart with several rows of text. There is a check mark by Show Header.
Figure 3.21
y-axis and x-axis
A chart on the left with two vertical bars and a label y-Axis on the left with vertical numbers. On the right there is another chart with horizontal blue bars and an x-axis chart along the bottom with numbers and a text label in green that says x-Axis.
Figure 3.22
Grayed Out Sort Tools
At the top there is a row of icons and the Sort tool is grayed out . Under the toolbar are two white rectangles with the text Columns and Rows and two green field rectangles. The white box below has a blue line chart.
Figure 3.23
A Table Calculation With the Delta Triangle
A green rectangle with the text Sum(Profit) in white and a delta triangle on the right
Figure 3.24
The New Fruit Group
On the left there is a white box titled Data and Analytics. Below there are several icons and at the bottom three rows of text. The second row is labeled Fruit(group). On the right there is a horizontal bar chart.
Figure 3.25
Edit the New Group
A gray box titled Edit Group [Yellow Fruit Group]. Below there is a white rectangle and below that a drop down list box with the text Other. A white box below has five rows of text, and two of the rows have a small paperclip icon on the left. The bottom half of the image has three buttons, two checkboxes and two drop down list boxes.
Figure 3.26
Decorative
Decorative
Figure 3.27
Three Marks are Selected in the View
3 blue vertical bars on the left and three gray vertical bars on the right. On the far left the y-axis has numbers and along the bottom there are fruit name labels
Figure 3.28
Decorative
Decorative
Figure 3.29
The Drop-Down Menu to Create a Set
After selecting two vertical blue bar marks, the pop-up window has a toolbar across the top with a gray background and icons. The icon with two circles in the shape of a venn diagram has a darker gray background the text create set below
Figure 3.30
The Create Set Dialog
The Create Set gray dialog window. A white rectangle at the top has the text Fruit Set. A white box below has three rows of text Apple, Cherry, and Plum.
Figure 3.31
The Top Tab of the Create Set Dialog
A gray box titled Create Set with a white rectangle below with the text Fruit - Top 3 Sales. Below there are three horizontal buttons in the middle labeled General, Condition and Top. The Top button has a blue background. Below there are several radial buttons and drop down list boxes. At the bottom there is a radial button titled By formula.
Figure 3.32
Edit Alias for Axis Field
The left axis has a blue highlight and a colored bar is on the right. A gray box is overlaid with several rows of text. There is a blue highlight box on the last Edit Alias row with a black arrow on the right.
Figure 3.33
The Updated Chart with Aliases
A bar chart with two panes on top and below. The text Top 3 is on the left of the top chart. On the right a small white box is a color legend of small colored box and fruit names beside each box.
Figure 3.34
The Set Control in the Bottom Left
On the left there is a white box with the text Marks at the top and five small boxes with icons below. Below the boxes there is a blue rectangle with the text In/Out(fruit). Below that there is a white box with the title In/Out (Fruit - Top 3 Sales at the top and two colored boxes below and the text In and Out. The right side of the image is a horizontal bar chart with blue and gray bars
Figure 3.35
Create a Combined Set
The left side of the view has several rows with field names. At the top there are two blue rectangles. On the right there is a gray box with several rows of test. The text Create Combined Set is highlighted in blue.
Figure 3.36
Filter Set Options
A white box with the text Filters at the top. Below that there is a blue rectangle and the text Fruit - Top 3 Sales. A gray box below has several rows of text and the option Show In/Out of Set is highlighted in blue
Figure 3.37
The Set Control
A white box with small vertical boxes on the left and fruit names on the right.
Figure 3.38
Aggregated Sales
A red and orange circle on a chart. On the left there is a white box with Marks at the top and 6 small boxes with icons.
Figure 3.39
No Aggregations
A white box with an orange and blue line made up of dots. At the top there is a title with matching colors for Apple and Orange. On the left the y-axis is a series of numbers.

Chapter 4: The Language of Data

Figure 4.1
Data Types for Fields
At the top of the image a light gray bar has the text Orders on the left. Below that a white area on the left has the text Name and Orders, and in the bottom left is the text Fields. On the right there are two columns with two rows of data and blue icons at the top of the columns. A small arrow points to the blue icon on the left, and in the middle of the page there is a white box with several rows of text.
Figure 4.2
Special Values
A white box says Format SUM(Sales) at the top and a row of icons below. Below that there are several rows of text and at the bottom the text Special Values.
Figure 4.3
Asterisks Indicating Aggregated Data
Four colored bars with month names below. Instead of dates there are Asterisks in the February bar
Figure 4.4
The Order Date Column
A gray box titled View Data: Discrete Data Part (2 marks) with a gray pane on the left with two rows of text below the section heading Tabs. The first row is labeled Summary and has a gray background. On the right there is a white rectangle with two rows of text at the bottom and four columns. Each column has an icon, gray label, and a bold text label arranged vertically.
Figure 4.5
Default Aggregation
On the left there are several rows of text with icons to the left of each line. A cascading series of gray boxes on the right has a check mark to the left of the text Sum that is highlighted in blue
Figure 4.6
Bin
Five bars starting small and gaining height to the middle, then going back down to the last bar
Figure 4.7
Boolean
The symbol T F with a line in the middle
Figure 4.8
Date
A flip top desk calendar
Figure 4.9
Geographic Role
World globe outlined in blue lines
Figure 4.10
Group
Paperclip
Figure 4.11
Hierarchy
A blue box on top and two blue boxes below, connected by lines
Figure 4.12
Number (Integer or Float)
Pound or hashtag symbol
Figure 4.13
Set
Two overlapping white circles with black borders in a Venn diagram.
Figure 4.14
String (Text)
The letters A b c
Figure 4.15
Decorative
Decorative
Figure 4.16
The Logical Layer
A box with the Orders table and text below describing the logical and physical tables
Figure 4.17
The Physical Layer
Two boxes with two white intersecting circles and the overlapping middle is blue.
Figure 4.18
Decorative
Decorative
Figure 4.19
Month Headers
Column Headers with Month Names and three rows of data below
Figure 4.20
Date Headers
Date Headers with Month, day and year and three rows of data below.
Figure 4.21
Tall Date Data
Three columns of data with a green bar across the top with field names. There are 9 rows of data below.
Figure 4.22
Price Columns
Three rows of Data with three separate columns of price data
Figure 4.23
Price Column with Tall Data
A white box with a green outline and three columns of text with nine rows. There is a green bar at top with white text headings.
Figure 4.24
Decorative
Decorative
Figure 4.25
Click the Red Line to Configure the Relationship
Two boxes for the Sales Data table and the Colors table,, with a red line between and a red triangle with an explanation mark
Figure 4.26
Decorative
Decorative
Figure 4.27
An Inner Join
Two table boxes with four rows each at the top and the bottom is one table with two rows
Figure 4.28
The Physical Layer for the Sales Data Table
The Connection pane with sheets is on the left, the Sales Data table is on the right side of the screen in a box
Figure 4.29
The Inner Join Between Sales Data and Colors
The canvas showing. a two connected circles as a left join between the Sales Data table and the Colors table
Figure 4.30
A Left Join
Two table boxes with four rows each at the top and the bottom is one table with four rows
Figure 4.31
The Join Edit Window
The connection pane on the left and the canvas on the right. The Sales Data and Colors tables are at the top of the canvas at a Join box with 4 circle icons is below
Figure 4.32
Outer Join
Two table boxes with four rows each at the top and the bottom is one table with six rows
Figure 4.33
A Right Join
Two boxes at the top with four rows each combined into one box on the bottom with four rows
Figure 4.34
The Union Dialog Window
The Connections pane is on the right and a box for the Union configuration is on the right with two small boxes for the table names
Figure 4.35
The Full Data Tab
A box with the title View Data at the top and a Tabs pane on the left. On the right there are four columns representing 4 fields with four rows of data.
Figure 4.36
Show Fields Button
A selected mark on the view has a blue background. At the bottom of the screen the View Data box is open with Tabs on the left and a box for Full Data on the right. The Show Fields button is in on the right
Figure 4.37
Show Data Icon
A mark on the view has a blue background. A pop-up window has icons at the top and the Show Data Icon ion the right
Figure 4.38
The View Data Tool
A white box with a gray outline is titled Data and Analytics. Below there is a row of text with a small cylinder icon on the left that has a blue checkmark in the bottom right corner. The text is Sheet 1 (Sample Data). Below that there is a white box labeled Search and several icons on the right. A red arrow points to the third icon.
Figure 4.39
The Download Button in the View Data Screen
A gray box titled View Data: Sample - Superstore with a gray pane on the left with three rows of text below the section heading Tables. The first row is labeled Orders and has a gray background. On the right there is a white rectangle with two rows of text at the bottom and three columns. Each column has an icon, gray text label, and a bold text label arranged vertically.
Figure 4.40
The Text Tile
The Data pane on the left with an arrow from the Returns (Count) field to the Text tile on the Marks card, In the Middle there is a box with Marks at the top and several small boxes below with icons.

Chapter 5: A Chart With a View

Figure 5.1
A Mockup of a Dashboard Design
A mock-up of a dashboard with four bar charts with big numbers across the top, three bars in a chart in the middle, and three separate line charts at the bottom
Figure 5.2
The Drop Field Dialog Window
A Gray box with a list of fields in an inner white box
Figure 5.3
Sales from 0 to 2000
At the top there are two rectangles labeled Columns and Rows. On the right there is a green rectangles labeled Sum(Sales). There is one blue vertical bar below
Figure 5.4
Drag the Field onto the Chart
A white page labeled Sheet 1 in the top left. A chart with one red vertical line with the number 2000K on the left. At the top of the blue bar in the white area of the chart there is a light blue rectangle with a dashed line inside.
Figure 5.5
Bars for Each Category
Three blue bars with a vertical sales axis
Figure 5.6
The Plus Symbol for a Hierarchy
Three bars color coded to Segments. The Segment color legend is on the right side of the chart
Figure 5.7
Decorative
Decorative
Figure 5.8
The Sales.xlsx ‚"Audits" Worksheet
The Data worksheet in Excel with three columns and nine rows of data
Figure 5.9
The People.xlsx ‚"Managers" Worksheet
The managers worksheet in Excel with two columns of data and nine rows
Figure 5.10
Add Another Connection to the Data Source
A light gray box on the left has a row of icons at the top. Below the icons is the text Connections and below that a gray box with the text Sales. To the right of Connections is the word Add in blue. A red arrow points to the Add word.
Figure 5.11
Double-click the ‚"Audits" Table
The Data Source page with the Connection pane on the left and one box for the Data table on the right
Figure 5.12
Drag the ‚"Managers" Table Onto the Canvas
The Data Source page with the Connections pane on the left and "Data is made of 1 table" on the right. Below the text is a gray box with the word Data
Figure 5.13
Click to Edit the Join
The Hand Pointer is touching the inner join icon of two overlapping circles where the middle overlapping area is blue. Below the symbol is another Join box with four icons indicating the types of joins.
Figure 5.14
Row Level Security Calculated Field
A box with the field name "Row Level Security" at the top. Below the box is a white area with the expression that includes the USERNAME() function
Figure 5.15
Filter
A gray box with three tabs General Condition Top at the top of the screen. Below the tabs are three radial dials, and below that is a white box with a checkmark by False. In the middle right there is a checkmark in the Exclude box.
Figure 5.16
The Filtered View
A view a blue rectangle on the Filters shelf labeled Row Level Security. Below the Filters box the Marks card has five tiles. On the left the white area of canvas has the title Test Security.
Figure 5.17
Filter as User
In the bottom area of the view and arrow points to the drop-down "Filter As User" window. At the top of the window a yellow box is labeled "Filter search text"
Figure 5.18
Two charts Showing the Change in Price
Two bar charts. The Top chart has two tall blue lines and then four short bars with light blue to red tints. The bottom chart has four blue bars.

Chapter 6: Storytelling With Charts

Figure 6.1
Layers on the Marks Card
On the left a gray box is titled Marks at the top and below two rows of text labeled AGG(Layer1) and AGG(Layer 2) divided by gray lines. There are several squares with labeled icons below that. At the top right there are two white rectangles. The top rectangle is labeled Columns on the left. The bottom one is labeled Rows and there are two green rectangles below with white text labeled AGG(Layer1) and AGG(Layer2)
Figure 6.2
Blended Chart
At the top right of the image there are two white rectangles. The top rectangle is labeled Columns on the left with a blue rectangle with white text on the right. Below the white rectangle is labeled Rows on the left and there is a green rectangle with white text are on the right. In the bottom right there is a line chart with a green line and a gray line, and dates across the horizontal x-axis at the bottom. On the left side there is a vertical y-axis with numbers..
Figure 6.3
The Mark Type is Area
On the left there is a white box titled Marks with a drop-down list box below titled Area. Below that are five boxes with text and icons. The Box labeled Size is grayed out. On the right there is a chart labeled Sales with numbers in a vertical y-axis.
Figure 6.4
A Super Bubble Of Two Measure Fields
A white rectangle with the word Rows on the left. On the right three are two green rectangles with the text Sum(Sales) and Sum(Profit). The Outside edges are rounded and the inside is divided by a white line.
Figure 6.5
The All Layer in the Marks Card
A white box with the text Marks at the top.. A line separates the next row with the text All in bold. Below that there is a drop down list with the text Multiple. In the middle there are five labeled boxes with icons. At the bottom there are three rows of text separated by lines. The bottom two say Sum(Sales) and Sum(Profit)
Figure 6.6
The Worksheet With a Continuous Measure Date
In the top left there is a white box labeled Marks with three rows of text below. Below that a drop down list box says Area. At the bottom of the white box there are 5 small boxes. In the top right there are two white rectangles. On the right side of the bottom rectangle there are two green rectangles divided by a white line.. The first rectangle has a white label SUM(Salles) and the second is labeled SUM(Profit). In the bottom right there is an area chart with two overlapping colors with peaks and valleys.
Figure 6.7
The Path Tool in The Marks Card
A white box with three rows of text at the top separated by gray lines. Below that is a drop down box with the text Line. Below the box are six small squares with icons. Below the icons is a blue rectangle that says Measure names. At the very bottom it the text Sum(Profit).
Figure 6.8
A Dual Axis Chart
An orange area chart with peaks and valleys and a blue line chart on top. There are year headers along the bottom and y-axis numbers on both the left and the right.
Figure 6.9
Decorative
Decorative
Figure 6.10
Multiple Charts in One Pane
Two colored bar charts stacked vertically, There are two rows at the top labeled Columns and Rows with blue and green rectangles on the right. On the left side of the chart there are y-axes with numbers and the words Profit and Sales.
Figure 6.11
A Small Multiples View
A small multiples chart with nine colored area charts in the view. A white box on the left is labeled Marks at the top. Above the nine charts are two rows labeled Columns and Rows on the left, and there are five blue and green rectangles labeled with field names.
Figure 6.12
The Chart With Bow Index Fields
Two charts with a y-axis on the left and right side, and three columns in the middle labeled 0, 1, and 2. At the bottom the three columns is the text. Not bad, Why bother, Profitable and Very profitable.
Figure 6.13
The Rows and Columns Shelf
Two rows of text separated by gray lines. On the left the rows are labeled Columns and Rows. On the Right there are five colored blue and green rectangles. The green rectangles are separated in the middle by a white line.
Figure 6.14
Edit the Top Right Axis
Three colored area charts with a y-axis on both the left and right side. The top right y-axis has a blue highlight and there is a gray box with lines on top of the axis. The text at the top of the box is highlighted in blue and says Edit Axis. A black arrow is on top of the blue box.
Figure 6.15
The Edit Axis Dialog Box
A light gray box with the title Edit Axis . Below the title there are two rectangular tabs labeled General and Tick Marks, and a blue outline around the General box. Below the tabs there are rows of text with small circles and check boxes on the left. In the middle there are two columns with the heading Fixed start and Fixed end with numbers below. The bottom half of the image has labels for Scale and Axis Titles.
Figure 6.16
Row Index Calculated Field
A white box with a small rectangle in the top left corner with the text Row Index. Below the title is a white area with an expression for a calculated field with the INDEX() function
Figure 6.17
Compute Using Option
A white box in the top left with the title Marks and 5 boxes with icons below. Below the white box is another white box with the title Measure Values and below that title is a blue rectangle with white text inside that says Row Index. Below the Row Index text there is a gray box with several lines of text. The Compute Using text has a blue highlighted rectangle and to the right is another small box with three lines of text.
Figure 6.18
Column Index
A white box with a small rectangle in the top left corner with the text Column Index. Below the title is a white area with an expression for a calculated field with the INDEX() function
Figure 6.19
Row and Column Indices
A table with four columns and nine rows. The first column is fruit names, the second and fourth are numbers 0 1 and 2, and the third column is currency numbers.
Figure 6.20
Color Tile
A white box with the title SUM(Sales) . Below the title there are five boxes with icons. At the bottom there is a blue rectangle with the text Fruit
Figure 6.21
Label Tile
A white box with the title AGG(Header). Below the title there are five boxes with icons. At the bottom there is a blue rectangle with the text Fruit
Figure 6.22
The Donut Chart
The left side of the image has a box with the title Marks. Below that are two rows of text and below that are size small boxes with icons. At the top of the view on the right there are boxes for the Columns shelf and Rows shelf above the white canvas area. To the right of Rows a green rectangle box has the text AGG(Outside Ring) and AGG(Inside Circle) with a white line dividing the words . Below the green rectangles there is a Donut chart with a colored border and white circle in the center.
Figure 6.23
The Outside Ring Layer
Two light gray boxes with two rows. The first row is Columns and below that it says Rows. To the right of Rows there is text
Figure 6.24
The Inside Circle Layer
A white box with the title Marks has three rows of text below divided by gray lines. Below the text there is a white box labeled Pie. Below the box are six squares with labeled icons. A green rectangle below the boxes has the label SUM(All Sales) in white.
Figure 6.25
The Dual Axis Setting
At the top of the image there is a white box with the text Rows on the left. the right side has a green rectangle with a white bar in the middle. Below the Rows shelf on the right side there is a pie chart on the left and a gray box with lines of text on the right.
Figure 6.26
Fit Entire View
A gray rectangle at the top of the image has icons and on the right side there is a drop-down box labeled Entire View. A black arrow points to the arrow to the right of the box and below that is a white box with four lines of text. The fourth line is Entire View highlighted in a gray box.
Figure 6.27
The Size Tile
A white box with the title Marks has two rows of text below divided by gray lines. Below the text there is a white rectangle labeled Pie. Below the rectangle are six squares with labeled icons. Below the squares there are three rows of colored rectangle is blue with the text Region. To the left of the rectangle there are four colored small circles The bottom rectangles are green. At the bottom of the image is a white box with the text AGG(Inside Circle)
Figure 6.28
The Calculated Field All Sales
A white box with a small rectangle in the top left corner with the text All Sales. Below the title is a white area with an expression for a calculated field with the fixed syntax.
Figure 6.29
The Color Tile Options
Three rows of text separated by gray lines. A white box below has the text pie and a drop down arrow on the right. There are three squares below with icons and text. The square on the left has four colored circles and the word Color below with a red arrow pointing down to a box with eight columns and 7 rows of colored boxes.
Figure 6.30
The Stacked Bar With Two Measure Fields
On the top left there is a box with the word Filters and a blue rectangle with the text Measure Names. Below the box is another box titled Marks A white box with the title Marks has three rows of text below divided by gray lines. Below the text there is a white box labeled Pie. Below the box are six squares with labeled icons. A green rectangle below the boxes has the label SUM(Profit). Below that is another green rectangle labeled SUM(Sales) in white. .On the right here are four orange bars with blue bars at the top of each bar.
Figure 6.31
The Stacked Bar With Stacked Marks Off
Four orange bars with blue bars at the bottom. Along the bottom of the four bars there are year headers. On the left there are numbers in the vertical y-axis.
Figure 6.32
Decorative
Decorative

Chapter 7: Visual Details

Figure 7.1
Angle
A pie shape above and the word Angle below
Figure 7.2
Color
A white square with a gray outline and Four colored circles in the shape of a square with the word Color below
Figure 7.3
Detail
A white square with a gray outline and an icon comprised of a tiny solid circle with three tiny white circles below and the word Detail at the bottom
Figure 7.4
Label
A white square with a gray outline and a stylized letter T in a Box with the word Text below
Figure 7.5
Path
A white square with a gray outline and a line that moves up, down, and back up and the word Path below
Figure 7.6
Shape
A white square with a gray outline and a 4 shapes, a circle, square, triangle and rectangle and the word Shape below
Figure 7.7
Size
A white square with a gray outline and a small; circle on top of a larger circle positioned above and to the right with the word Size below
Figure 7.8
Text
A white square with a gray outline and a stylized letter T in a Box with the word Text below
Figure 7.9
Tooltip
A white box with a gray outline and a chat icon with the word Tooltip below
Figure 7.10
Color, Shape, and Size
A white box with the title Marks has three rows of text below divided by gray lines. Below the text there is a white box labeled Shape. Below the box are six squares with labeled icons. A blue rectangle below the boxes has the label Segment in white with four tiny colored circles on the right. Below that is another blue rectangle labeled Region with four tiny shapes to the right. The last green rectangle at the bottom has the label Sum(Quantity) with two small overlapping circles on the left.
Figure 7.100
Shaded Reference Line
The middle of the chart has one wide bar with yellow on the bottom and green on top. In the middle a green reference line. On the bottom right the parameter Ref Line Profit Goal has a green outline and a red arrow pointing to the green reference line. On the far right a box with the title Ref Line Profit Goal has a red arrow also pointing to the green reference line.
Figure 7.101
Reference Line Formatting
A gray box with the title Edit Reference Line, Band, or box and a row of four boxes below labeled Line, Band, Distribution, and Box Plot. The Line box is blue. Below the boxes are three radial buttons with scope choices. In the middle there are drop down choices for Line settings. At the bottom there are several rows of text with drop down choices for formatting.
Figure 7.102
Format Reference Line
Two side-by-side horizontal colored bar charts. A vertical black bar is in the middle of both charts.
Figure 7.103
Uncheck Show Recalculated Line
A gray box with the title Edit Reference Line, Band, or box and a row of four boxes below labeled Line, Band, Distribution, and Box Plot. The Distribution box is blue. Below the boxes are three radial buttons with scope choices. In the middle there are choices for computation. At the bottom there are several rows of text with drop down choices for formatting.
Figure 7.104
The Title with Matching Colors
The right side of the image is a chart of horizontal bars. The chart title matches the color of the bars and the vertical red lines marking the last year markers. The bottom of the chart is an axis numbers from 0 to 40
Figure 7.105
Trend Line Over Mark Labels
Five vertical blue bars with an orange line from the bottom left to the top right. There are numbers at the top of each bar.
Figure 7.106
MDY Date Field
A blue area chart with peaks and valleys. Along the bottom are year labels and the left side has a y-axis with numbers
Figure 7.11
Mark Properties
Fourteen white rectangles with text labels, a small icon on the left, and drop down arrow on the right. On the far right of each rectangle is a square with a label and small icon.
Figure 7.12
Decorative
Decorative
Figure 7.13
Two Layers
A white box with the title Marks has a rows of text below divided by gray lines. Below the text there is a white box labeled Automatic. Below the box are five squares with labeled icons. the bottom there are two rows with bold labels separated by gray lines.
Figure 7.14
Lollipop Chart
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there are vertical lines with circles at the top of each blue line. Above the chart there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. blue and green rectangles with white text are on the right.
Figure 7.15
The Mark Type of Circle
A white box with the title Marks has three rows of text below divided by gray lines. Below the text there is a white box labeled Circle. Below the box are five squares with labeled icons. Below the boxes there is a blue rectangle with white text labeled Measure names. Another box below has a label Measure Values and two green rectangle below the box with white text with the word SUM(Sales) and the other green rectangle below with the text AGG(Zero)
Figure 7.16
The Calculated Field Zero
A white box with a small rectangle in the top left corner and the text Row Index inside. Below the title is a white area with an expression MIN(0)
Figure 7.17
Drag the Field to the x-Axis
The left side of the image has Data and Analytics at the top and below that the heading Folders with several rows of field names below. In the top right corner of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below the rectangles there are two horizontal bar charts. A redo arrow from the Zero field on the left points to the bottom right corner of the chart.
Figure 7.18
The Measure Values Shelf in the Bottom Left
The left side has three white boxes labeled Filters, Marks, and Measure Values. In the top right corner of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below the rectangles there are two horizontal bar charts.
Figure 7.19
Select Dual Axis
In the top right corner of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. There are two green rectangles to the right of Columns and on the far right a white drop down arrow. Below that a gray box has rows of text separated by gray lines.
Figure 7.20
The Measure Values Shelf
In the top left corner there is a white box with the label Filters and a blue rectangle below with the label Measure Names. Below that is a gray box labeled Marks with rows of text divided by gray lines below. A white rectangle below that is labeled Circle and there is a drop down arrow on the right side. There are three squares with labeled icons below that. On the right side there is a horizontal blue bars and orange circles
Figure 7.21
The Axis Context Menu With the Synchronize Axis Option
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left with two green rectangles divided by a white line on the right. Below that on the left there is a Rows label and two blue rectangles to the right. Horizontal blue bars are below with orange circles. Along the bottom an axis is labeled 0K to 300K and highlighted in blue. On top of the blue area a gray box has rows of text separated by gray lines. The text Synchronize Axis is highlighted in blue.
Figure 7.22
The Edit Colors Dialog Box
A gray box with the title Edit Colors. On the left a white box with the label Select Data Item has two rows of text and tiny blue squares to the left of the text. On the right below Select Color Palette: there is a white drop-down box and the text inside is Automatic. On the right there is a blue square with an arrow pointing down. Below the box is a white square with two columns of five rows each with colored squares.
Figure 7.23
The Measure Values Layer in the Marks Card
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Circle and there is a drop down arrow on the right side. There are several squares with labeled icons below that and the middle square is labeled size. There is a red arrow pointing down from Size to a horizontal slider bar with a circle in the middle. On the right side there is a chart with blue horizontal bars.
Figure 7.24
Histogram
Three vertical blue bars in a histogram chart with amounts in the bottom x-axis and number counts in the vertical y-axis. Above the chart there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Each row has a green rectangle on the right. White text in the top rectangle says Price(bin) and the bottom rectangle says CNT(Price)
Figure 7.25
Edit Bins
A gray box titled Edit Bins. Below there are several rows with white text boxes, and a drop down arrows to select a number for size
Figure 7.26
Decorative
Decorative
Figure 7.27
Circle Marks - Packed Bubbles
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Circle and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are three rectangles. The first is blue with an icon of four small colored circles on the left. The second rectangle below is green with an icon of a small and a large circle that overlap. The third rectangle is blue and a small icon with the letter T is to the left. All rectangles have white text labels. The top right section of the view has two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue The area on the right is white.. The chart on the bottom right has many different sized circles in different colors.
Figure 7.28
The Calculated Field Dots
A white box with a small rectangle in the top left corner and the label Dots inside. Below the title is a white area with an expression for a calculated field using the MAX() and WINDOW_MAX functions
Figure 7.29
The Calculated Field MOM Performance
A white box with a small rectangle in the top left corner and the label MOM Performance inside. Below the title is a white area with an expression for a calculated field with the WINDOW_MAX function
Figure 7.30
The Sparkline Chart
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are six squares with labeled icons below that, and at the bottom is a blue rectangle. A chart to the right has three panes with lines moving up and down, and on the far right there are red or green circles.
Figure 7.31
Word Clouds
On the left a white box is labeled Marks at the top. A white rectangle below is labeled Circle and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there are several colored circles of varying sizes with words in each circle.
Figure 7.32
Box-and-Whisker Distribution of Data
A long vertical blue rectangle with dark blue at the bottom and light blue at the top. A black line runs through the middle. There are two labels on the left and right, The Distribution of Data on the left and 1.5 times the interquartile on the right.
Figure 7.33
The Middle 50% of the Data Points
A long vertical blue rectangle with dark blue at the bottom and light blue at the top. A black line runs through the middle. The label on the right, says box distribution band: the middle 50% of the data points
Figure 7.34
The Median, Upper Quartile, and Lower Quartile
A long vertical blue rectangle with dark blue at the bottom and light blue at the top. A black line runs through the middle. The label to the left of the light blue area is Upper Quartile, and the bottom dark blue label is Lower Quartile 25gh Percentile. An arrow points to the division between the colors and is labeled median.
Figure 7.35
Minimum and Maximum Whiskers
A long vertical blue rectangle with dark blue at the bottom and light blue at the top. A black line runs through the middle. The label on the top is Maximum and on the bottom is minimum
Figure 7.36
The Circle Mark Type
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Circle and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the very bottom there is a blue rectangle that says Segment. On the right there is a chart with a blue rectangle with vertical lines above and below.
Figure 7.37
The Edit Reference Line Dialog Box
A gray box with the title Edit Reference Line, Band, or box and a row of four boxes below labeled Line, Band, Distribution, and Box Plot. The Box Plot square is highlighted in blue. Below the boxes the text Whiskers extend to is on the left and a white rectangle with the text Data within 1.5 times the IQR is on the right. Below that line there are several rows of text with drop down choices for formatting.
Figure 7.38
Text Table
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Text and there is a drop down arrow on the right side. There are several squares with labeled icons below that. A white box on the right has four year columns with two digit numbers below.
Figure 7.39
Gantt Bar Chart
Three Vertical colored bars with black horizontal lines near the bottom. On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Gantt Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that.
Figure 7.40
The Axis Context Menu
Three colored bars with numbers for the vertical y-axis. Along the bottom there are headers under the bar On the right side the y-axis is blue with a gray box on top of the axis. The gray box has several rows of text with gray lines between..
Figure 7.41
The Sort Icon in the x-Axis
A horizontal bar chart with two columns of text on the left. At the bottom the x-axis has dollars and below that the word Sales with a small sort icon to the right. A red arrow points to the icon.
Figure 7.42
The Size Slider on the Marks Card
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that and a white box with a horizontal line and a white circle on the left. On the right there are horizontal blue lines.
Figure 7.43
The Analytics Pane
The left side of the image has Data and Analytics at the top and below that the heading Folders with several rows of field names below. To the right a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there is a horizontal bar chart with a back vertical line at the end of the bar. There is a white box with three squares and the Cell square is orange.
Figure 7.44
The Edit Reference Line Dialog Window
A gray box with the title Edit Reference Line, Band, or box and a row of four boxes below labeled Line, Band, Distribution, and Box Plot. The Line box is blue. Below the boxes are three radial buttons with scope choices. In the middle there are drop down choices for Line settings. At the bottom there are several rows of text with drop down choices for formatting. Below that line there are several rows of text with drop down choices for formatting a line and colors.
Figure 7.45
Grid Lines in the Format Lines pane
On the right there are four blue lines with a light green behind. There two red vertical lines. On the left a white panel with the title Format Lines has several icons blow. Below that there are four rows of text and colored lines on the right. The top row is labeled Grid Lines.
Figure 7.46
Decorative
Golden Retriever half inside a red doghouse with a blue bowl on the left
Figure 7.47
The Preferences File
A gray box with the title preferences.tps and a white box below. On the left there are numbers and text on the right.
Figure 7.48
A Shape Chart
On the left there is a white box with the title Marks. Below the text there is a white box labeled Shape. Below the box are six squares with labeled icons. At the bottom there are four rectangles that are blue or green with white text, and tiny icons to the left. On the right there is a chart with triangle shapes on the right and year headers on the left.
Figure 7.49
A Timeline Chart
On the left a gray box is labeled Marks at the top and a white rectangle below that is labeled Shape and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there is a horizontal black line with blue circles scattered along it.
Figure 7.50
Minimum and Maximum Marks
A light gray area chart with peaks and valleys. the lowest peak and tallest peak have a blue circle
Figure 7.51
Blue Background When the Mark Type is ‚"Text"
On the left a white box is labeled Marks at the top with a white rectangle below that is labeled Text and there is a drop down arrow on the right side. There are several squares with labeled icons below that. There are several blue and green rectangles below. On the right there is a white area with the label KPI Chart and the number 8 with a blue highlight box.
Figure 7.52
Transparent Shapes
A gray box with the title Edit Shape. On the right below Select Data Item: there is a white box with a pointer arrow over a small box. On the right there is a white rectangle under the text Select Shape Palette and it is labeled Transparent Shapes. To the right of the label is a blue square with an arrow pointing down. Below the box is a white rectangle. In the bottom right there are two white rectangle buttons that say Assign Palette and Reload Shapes.
Figure 7.53
The Color and Shape Top 3 Calculated Field
A white box with a small rectangle in the top left corner and the label Color and Shape Top 3 inside. Below the title is a white area with an expression using the RANK function.
Figure 7.54
The Placeholder Field on the Columns Shelf
In the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom rectangle is labeled Rows. There is a green rectangle on the right side of the first row with white text SUM(Sales). On the right side a white rectangle is labeled MIN(1). The right side of the bottom rectangle has a blue rectangle labeled Fruit.
Figure 7.55
The Shape Mark Type
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Shape and there is a drop down arrow on the right side. Below there are three lines of text Automatic, Bar, and Line with small icons on the left
Figure 7.56
The Edit Colors Dialog Box
A gray box with the title Edit Colors. On the left a white box with the label Select Data Item has two rows of text and tiny red square to the left of the text in the second row. On the right below Select Color Palette: there is a white drop-down box and the text inside is Transparent. On the right there is a blue square with an arrow pointing down. Below the box is a black square. In the bottom right there is a white button labeled Assign Palette.
Figure 7.57
The Edit Shape Dialog Box
A gray box with the title Edit Shape. On the right below Select Data Item: there is a white box with two rows of text. There is a small box to the left of the word True on the second row. On the right there is a white rectangle under the text Select Shape Palette and it is labeled Custom. To the right of the label is a blue square with an arrow pointing down. Below the box is a white rectangle with a small box on the left. In the bottom right there are two white rectangle buttons that say Assign Palette and Reload Shapes.
Figure 7.58
Horizontal Bar Chart With Red Triangles
On the bottom right there are gray horizontal lines and three red diamond shapes on top. On the left a gray box is labeled Pages. Another rectangle below has the title Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two blue rectangles.
Figure 7.59
A Scatter Plot
On the left a gray box is labeled Marks at the top with a white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. A blue rectangle at the bottom is labeled City.
Figure 7.60
Side by Side Circles
On the left a gray box is labeled Marks at the top with a white rectangle below that is labeled Shape and there is a drop down arrow on the right side. There are several squares with labeled icons below that and a blue rectangle labeled Measure Names. A white box below is labeled Measure Values and there are two green rectangles below. On the right there are six circles.
Figure 7.61
A Dumbbell Chart
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Circle and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there are rows of lines with circles at the end of each line.
Figure 7.62
A Density Map
On the bottom right there is a radar map. On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that.
Figure 7.63
Map Chart With a Color Legend
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right a map of the central US east coast. On the right there is a box with five letters and small boxes on the left.
Figure 7.64
A Map Chart
A satellite map of Cuba and the southeastern United States. The water is dark blue except for light blue areas around the islands. On the right side there is a rectangle filled with dark blue and rows of storm names in white text.
Figure 7.65
Default Color
Two horizontal bar charts, blue bars on the left, orange bars on the right.
Figure 7.66
A Color Legend
A horizontal colored bar chart in the middle. On the right a box with the title State has six rows of text with small colored boxes on the left.
Figure 7.67
A Diverging Color Palette
In the middle there are colored horizontal bars. The top bar is green, and the colors change to yellow, orange and red towards the bottom of the image. On the right a box titled SUM(Sales) A wide skinny rectangle below changes from red to orange to yellow to green.
Figure 7.68
A Treemap Chart
A group of different sized blue box ranging in color from dark blue in the top right to light blue in the bottom right.
Figure 7.69
Decorative
Decorative
Figure 7.70
The Halo Setting on a Map Chart
In the middle a map shows a waterway between two land masses with blue dots all over the map.
Figure 7.71
Stepped Color
A gray box with the title Edit Colors. Underneath in the top left is the label Palette: with a white rectangle below. The text Automatic is in the rectangle and on the right there is a blue square with an arrow pointing down. Below the box there is a row with a red square, a long red and blue rectangle and a blue square on the right. Beneath the colored squares are four rows of text with check boxes on the left.
Figure 7.72
Positive and Negative Marks
Five Horizontal bars with five rows of text on the left. The top three bars are blue, the bottom two are red.
Figure 7.73
A Highlight Table
Three rows of text with each block colored in a different shade of blue. On the left there are headers and across the top there are years.
Figure 7.74
Include Totals Option
A gray box with the title Edit Colors. Underneath in the top left is the label Palette: with a white rectangle below. The text Automatic is in the rectangle and on the right there is a blue square with an arrow pointing down. Below the box there is a long rectangle diverging in color from light blue on the left to a darker blue on the right. Beneath the colored squares are four rows of text with check boxes on the left.
Figure 7.75
The Grand Total Column With Colors
Three rows of text with each block colored in a different shade of blue. On the left there are headers and across the top there are years. On the far right there is a column labeled Grand Total
Figure 7.76
Match Mark Color
A colored horizontal bar chart with numbers at the right. A box overlays the chart with the title Show mark labels. Text below says Label Appearance. The bottom has a box with the title Table Book and icons for Bold, Italic and Underline. Below that is a row of color boxes and a button that says Match Mark Color.
Figure 7.77
Opacity
Three vertical blue bars on the left and a darker blue bar on the right.
Figure 7.78
Edit Colors
A gray box with the title Edit Colors. On the left a white box with the label Select Data Item has two rows of text and tiny blue squares to the left of the text. On the right below Select Color Palette: there is a white drop-down box and the text inside is Automatic.
Figure 7.79
Calculated Field
A white box with a small rectangle in the top left corner and the label Last Color darker inside. Below the title is a white area with an expression for a calculated field using an If then statement and the Last function
Figure 7.80
Decorative
Decorative
Figure 7.81
Dashboard Showing Difference Between Sales and Goal
Four vertical blue bars. The second bar has a red box on top. The third and fourth bars have a green box on top with a horizontal bar separating the colors
Figure 7.82
The Calculated Field Goal
A white box with a small rectangle in the top left corner and the label Goal inside. Below the title is a white area with an expression for a calculated field with the Lookup function
Figure 7.83
The Calculated Field Background Bar to Display
A white box with a small rectangle in the top left corner and the label Background Bar to display inside. Below the title is a white area with an expression for a calculated field using and If then elseif statement
Figure 7.84
The Bar Chart
a vertical red bar on the left and two vertical green bars on the right
Figure 7.85
The Calculated Field Difference
A white box with a small rectangle in the top left corner and the label Difference inside. Below the title is a white area with an expression for a calculated field with the LOOKUP and ZN functions
Figure 7.86
The Bar Color to Display
A white box with a small rectangle in the top left corner and the label Bar color to display inside. Below the title is a white area with an expression for a calculated field with an If then elseif statement
Figure 7.87
The Floating Bar to Display Calculated Field
A white box with a small rectangle in the top left corner and the label Floating Bar to display inside. Below the title is a white area with an expression for a calculated field with and if then elseif statement
Figure 7.88
The Bar Chart
Four vertical blue bars with text at the top
Figure 7.89
The Edit Reference Line Dialog Box
A gray box with the title Edit Reference Line, Band, or box and a row of four boxes below labeled Line, Band, Distribution, and Box Plot. The Line box is blue. Below the boxes are three radial buttons with scope choices. In the middle there are drop down choices for Line settings. At the bottom there are several rows of text with drop down choices for formatting.
Figure 7.90
The Size Legend
In the middle there is a shape chart with a red star, a blue diamond, an orange box and a blue green circle. On the right there is a gray box with several rows of choices and a red arrow from the right side of the screen pointing down to the left side of the screen. On the left there is a gray box that says Edit Sizes with choices to change the size of shapes.
Figure 7.91
Fixed Size
Four vertical blue bars on the right. On the left a gray box is labeled Marks at the top with a white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On top of image a white box has two radial buttons labeled manual and fixed. Within the box at the bottom is another white rectangle with the label Width in Days.
Figure 7.92
The Text Tile
At the top of the screen there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A blue rectangle with white text is on the right to Rows. Below the rectangles, on the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom left there are two green rectangles. On the right side there is a test chart with eight rows of data.
Figure 7.93
Decorative
Decorative
Figure 7.94
Edit Text
On the left a white box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. Two green rectangles are in the bottom left. Overlaying the image is a box with two rows of data. The first row is labeled Text and there is a white box on the right. The second row is labeled Alignment and the white box on the right says Middle Center.
Figure 7.95
Edit Label
A gray box with the title Edit Label and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the left of that is another white rectangle with the text 10 and a blue drop-down arrow on the right. Below the toolbar is a white box with text.
Figure 7.96
Edit Label Insert Button
A gray box with the title Edit Label and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the left of that is another white rectangle with the text 10 and a blue drop-down arrow on the right. Below the toolbar is a white box with text.
Figure 7.97
Edited Text
A white box with a gray outline and 5 rows of text.
Figure 7.98
Tooltips
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there is a green rectangle. On the right there is a text chart with several rows of data. Two cells are highlighted in blue and a red arrow points to a rectangle that overlaps the image. There are choices and icons at the top of the rectangle and three rows of text below.
Figure 7.99
Reference Line Dialog Box
A gray box with the title Edit Reference Line, Band, or box and a row of four boxes below labeled Line, Band, Distribution, and Box Plot. The Line box is blue. Below the boxes are three radial buttons with scope choices and a black circle indicates Per Cell is selected. In the middle there are drop down choices for Line settings. At the bottom there are several rows of text with drop down choices for formatting.

Chapter 8: Filter & Sort

Figure 8.1
Order of Operations
A blue funnel with white text and layers divided by white curved ridges
Figure 8.2
Three Fields on the Filters Shelf
On the left there is a white box titled Filters with two blue rectangles and one green rectangle. Each rectangle has white text. On the right there are two rows of text. The first row is the headings Fruit and 2022. The second row has the text Plum and $14.20
Figure 8.3
Comparing Filters
On the left there are two columns of text with three rows under the headings. On the right there is a bold heading with two columns of text below. In the middle there is a white box titled Filters with two blue rectangles and one green rectangle. Each rectangle has white text.
Figure 8.4
Apply Filter to Worksheets
A white box is titled Apply Filter to Worksheets Below that is a white rectangle and inside says Enter search text. Below that is a white box with two columns. There are headings at the top and two rows of text below. Below the box is a button labeled Select all on dashboard.
Figure 8.5
Decorative
Decorative
Figure 8.6
The Filter Window
A gray box with the title Filter[Segment]. There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The first radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Enter search text. Below that are three rows of data with small white boxes on the left. The bottom of the gray box has five rows of text with labels on the left and data on the right. The first row is Field: [Segment].
Figure 8.7
Decorative
A golden retriever partly inside a red doghouse with a blue bowl on the left
Figure 8.8
Tooltip
In the top there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A green and blue rectangle with white text are on the right. Below there is a white area with the title Fruit. There are five rows of text with blue horizontal bars on the right. The top two bars are darker blue and there is a rectangle overlaying the bars. At the top of the rectangle there is a row of icons. Below the icons the text is 2 items selected: SUM(Sales): 2.66. At the bottom there are two rows of text in two columns. The first row is Fruit: Grapes.
Figure 8.9
Exclude Option
A gray box with the title Filter[Fruit]. There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The first radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Enter search text. Below that are five rows of data with small white boxes on the left. The bottom of the gray box has five rows of text with labels on the left and data on the right. The first row is Field: [Fruit].
Figure 8.10
Year Over Year
On the left there is a white box with the title Order Date and a line chart below. In the bottom right corner a gray box says 1 Null and a red arrow points to the right to the top of a gray box on the right. The gray box is titled Special Values for [% Difference in Sales] Below that is text. The red arrow points to the question What do you want to do? A blue rectangle below has a blue title Filter data and text below. Below the blue rectangle is another blue title Show data at default position with black text below.
Figure 8.11
Filter Non-null values
A gray box with the title Filter[% Difference in Sales]. There are four buttons below with icons and text. The last button has a light blue background and label Special The other three buttons are gray with the labels Range of values, At least, and at most. Below that is the title Special with three rows of radial buttons in a light gray box. The middle button is blue with the text Non-null values and the other two are white.
Figure 8.12
Decorative
Decorative
Figure 8.13
A Transparent Filter Control
A map of the southeast United States with colored circles in the bottom right area. The bottom corner has 8 rows of text with white checkboxes to the left of each row.
Figure 8.14
Filter Action
A light gray box titled Actions with a white rectangle below with text. Below that the title Show actions for is above two radial buttons. The first radial button has a black inner circle and is labeled This workbook. The other radial button is white with the label This sheet. A light gray box with four columns and one row of text is below. In the bottom left corner of the image there is a button labeled Add Action with a drop-down arrow on the right side.
Figure 8.15
Edit Filter Action
A white box with the title Edit Filter Action and a light gray background. Below the title the bold title Name has a white rectangle below labeled Filter 1(generated). Below the Name area there are two sections and each section has two white boxes on the left and radial buttons on the right. The top section is labeled Source Sheets and the bottom section is labeled Target Sheets. At the bottom of the image there is a section titled Filter with two radial buttons below, All fields and Selected fields. A table of three columns is below with two rows of text and check boxes on the left of each row.
Figure 8.16
The Top Tab
A gray box with the title Filter[City. There are four tabs below. The last tab has a blue background and label Top. The other three tabs are white with the labels General, Wildcard, and Condition. Two radial buttons below are labeled None and By field. The By field radial button is blue and the other is white. Below that are several drop down fields. Below that is a section title By format with grayed out drop down boxes.
Figure 8.17
A Text Table
On the left there is a white box titled Filters with two blue rectangles. Each rectangle has white text. To the right there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right on the labels. Below the Filters box is another box labeled Measure Values with three green rectangles below. On the bottom left there is a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there is a text chart with four columns and eleven rows of text.
Figure 8.18
The Condition Tab
A gray box with the title Filter[City]. There are four tabs below. The third tab has a blue background and label Condition. The other three tabs are white with the labels General, Wildcard, and Top. Two radial buttons below are labeled None and By field with grayed out boxes below. At the bottom of the image the radial button By formula with a blue circle on the left. Below that a white box has colored text with an expression.
Figure 8.19
Filtering With Parameters
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right. Below there is a text chart with four columns with headers and ten rows of text. On the right there are two boxes with numbers labeled Bottom Sales and Top Sales Value.
Figure 8.20
A Floor Filter That Uses At Least
A gray box with the title Filter[Sales]. There are four buttons below with icons and text. The second button has a light blue background and label At least The other three buttons are gray with the labels Range of values, At least, At Most, and Special. Below that is the title At least with a white box with numbers.
Figure 8.21
Continuous Date Filter Options
A gray box with the title Filter[Ship Date]. There are five buttons below with icons and text. The first button has a light blue background and label Relative Dates. The other three buttons are gray with the labels Range of dates, Starting date, Ending date, and Specia Below that is the title Relative dates with five buttons and three rows of radial buttons below the buttons.
Figure 8.22
Discrete Date Filter Options
A gray box with the title Filter[Month of Order Date]. There are three tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Condition, and Top. A white box below has small boxes on the left and month names on the right. The bottom of the gray box has five rows of text with labels on the left and data on the right. The first row is Field: [Month of Order Date].
Figure 8.23
The Filter Dialog Window
A gray box with the title Filter[Fruit]. There are four tabs below. The last tab has a blue background and label Top. The other three tabs are white with the labels General, Wildcard, and Condition. Two radial buttons below are labeled Name and By Field. The second radial button is blue and the other is white. Below that are several drop down list boxes.
Figure 8.24
The Color Filter
On the left there is a white box labeled Pages and below that another white box titled Filters with two blue rectangles. Each rectangle has white text. On the right there is a chart with one blue bar and text to the left. On the far right there is a box tilted Color with rows of text with circles on the left.
Figure 8.25
The Color Field With a Gray Background Color
On the left there is a white box titled Filters with a blue rectangle and a dark gray rectangle.. Each rectangle has white text. On the right there is a chart with three blue horizontal bars.
Figure 8.26
Filtered Chart
On the left there are three rows of text. On the right there is a box labeled Filters with three rectangles below - gray, blue and green. On the right there is a text chart with two rows of data and a row of header text.
Figure 8.27
The Segment Filter With a Parameter
A gray box with the title Filter[Segment]. There are four tabs below. The first tab has a blue background and label Top. The other three tabs are white with the labels General, Wildcard, and Condition. Two radial buttons below are labeled None and By Field. The seco d radial button is blue and the other is white. Below that there are several drop down boxes. On the right there is a white box overlaid with the heading Enter a Value.
Figure 8.28
Filter Condition Tab
A gray box with the title Filter[City]. There are four tabs below. The third tab has a blue background and label Condition. The other three tabs are white with the labels General, Wildcard, and Top. Two radial buttons below are labeled None and By field. At the bottom there is a box under By formula with a formula expression.
Figure 8.29
Preview - the Finished Chart Average View
On the bottom left there is a chart with two columns and several rows of text.
Figure 8.30
Three Charts
Three columns of rows of text with the title Filter a View, Not the Underlying Data
Figure 8.31
The Chart With 2023 Dates
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the top right corner of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A blue rectangle with white text is on the right of the Rows label. Below there is a text chart with four rows of text and two columns.
Figure 8.32
Sort By Choices
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. Below there is a white box labeled Measure Values with two green rectangles with white text. In the top right there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below there is a three column text chart with four rows of data and column headers. Another box below is titled Sort[Region] with options for sorting.
Figure 8.33
Nested Sort
A white box titled Sort [Restaurant] with a drop down list box below, two radial button choices and below that two drop-down list boxes.
Figure 8.34
The Sales Chart
On the top left there is a white box titled Filters with a blue rectangle with white text. Below is a gray box labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the top right, there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green and blue rectangles with white text are on the right. The bottom right corner of the screen has a horizontal blue lines with text on the left.
Figure 8.35
A Measure Field Does Not Have a Sort Option
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A green rectangle with white text is on the right with a gray box below. There are several rows of text and gray lines between.
Figure 8.36
Sort Icons in the Toolbar
There is a row of icons at the top of the image with an arrow pointing to a small icon with three small bars and a down arrow. Below that there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right.
Figure 8.37
The Field Context Menu
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. There is a gray box with text separated by gray lines.
Figure 8.38
Sort Dialog
A white box is labeled Sort [State/Province] and below there are several lines of text.
Figure 8.39
Sort by the Sales Field
A box titled Sort [State Province] with several rows of text below.
Figure 8.40
Sort Icon
The top left corner of the chart says State/Province and below there are three rows with blue horizontal bars with text to the left.
Figure 8.41
Legend Sorting
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green and blue rectangles with white text are on the right. Below a chart was two colored horizontal bars with text on the left. On the right there is a box with four rows of text and small colored boxes on the left. A black arrow points to the black horizontal line in the middle.
Figure 8.42
Context Menu
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green and blue rectangles with white text are on the right. Below a chart was two colored horizontal bars with text on the left. On the right there is a box with four rows of text and small colored boxes on the left. A black arrow points to the drop-down arrow to the right of the title Region. A small gray box is under the arrow with several lines of text.
Figure 8.43
The Sort Tool in the Axis
Three horizontal blue bars with text headers on the left and a x-axis along the bottom with numbers.
Figure 8.44
A Chart With a Color Legend
The left side of the image has Data and Analytics at the top and below that the heading Folders with several rows of field names below. The middle has three white boxes. The top box is labeled Pages and the middle box is labeled Filters. The bottom box is labeled Marks with a white rectangle below that is labeled Area and there is a drop down arrow on the right side. There are several squares with labeled icons below that.
Figure 8.45
The calculated field % of Total Sales
A white box with a small rectangle in the top left corner and the label % of Total Sales inside. Below the title is a white area with an expression for a calculated field with the FIXED keyword..
Figure 8.46
The Context Menu For Dates
At the top of the screen a white rectangle is labeled Columns and there is a green rectangle below labeled YEAR(Order Date). On the right a black arrow points to the right side of the green rectangle to a white drop down arrow. A gray box is under the green rectangle and has several rows of text separated by lines with the text Filter, Format, Show Header, Year, Quarter, Month, Day and more.
Figure 8.47
The New Field on the Rows Shelf
There are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green rectangles with white text are on the right.
Figure 8.48
The Calculated Field Category Sorter
A white box with a small rectangle in the top left corner and the label Category Sorter inside. Below the title is a white area with an expression for a calculated field with the If-then-else syntax.
Figure 8.49
The Calculated Field Calc to Turn Off Highlighting
A white box with a small rectangle in the top left corner and the label Calc to turn off highlighting inside. Below the title is a white area with the number 1
Figure 8.50
The Edit Set Dialog Window
A gray rectangle with the title Edit Set [Category Sort(Set)]. Below are three tabs for General Condition and Top. The General tab has a blue background and the other two are white. Below there are three radial buttons and a white box below with three rows of text and small check boxes on the left.
Figure 8.51
The Sort Dialog Window
A white box with the title Sort[Category]. Below is the label Sort By and a white rectangle with a blue outlined and the text Field. Below the rectangle there are two radial buttons for Ascending or Descending. At the bottom under the text Field Name there is a drop down line with the text Category Sorter. At the bottom of the screen the title Aggregation has the word Sum below.
Figure 8.52
The Edit Set Action Dialog Window
A white box with the title Edit Set Action and a light gray background. Below the title the bold title Name has a white rectangle below labeled Update Category Set. Below the Name area there is a rectangle with a drop down arrow, and below that a white box. On the right there are radial buttons. At the bottom of the image there is a section titled Target Set with six radial buttons below.
Figure 8.53
The Detail Tile of the Marks Card
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Area and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two blue rectangles with white labels.
Figure 8.54
The Highlight Tool in the Toolbar
A row of icons at the top of the screen where the pencil icon is darker than the other icons. Below is a gray box with several rows of text divided by gray lines.
Figure 8.55
A Dashboard With Sort Choices
There are three panes of blue horizontal bars with text on each row on the far left. There are three chart titles at the top of the page labeled Sales, Price, and Qty
Figure 8.56
The Basic Chart With Three Panes
There are three panes of blue horizontal bars with text on each row on the far left. On the left of the image a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the bottom left there are three rows of text divided by gray lines.
Figure 8.57
The Edit Parameter Dialog Window
At the top of a white box the title is Edit Parameter[Choose Field to Sort (Parameter)], Below the title the bold title Name has a white rectangle below labeled Choose Field to Sort (Parameter). Below that are four drop down list choices with three radial buttons below that. At the bottom are text columns.
Figure 8.58
The Actions Dialog Window
A light gray box titled Actions with a white rectangle below with text. Below that the title Show actions for is above two radial buttons. The first radial button has a black inner circle and is labeled This workbook. The other radial button is white with the label This sheet. A light gray box with four columns and one row of text is below. In the bottom left corner of the image there is a button labeled Add Action with a drop-down arrow on the right side.
Figure 8.59
The Edit Parameter Action
At the top of a white box the title is Edit Parameter Action. Below the title the bold title Name has a white rectangle below labeled Update Sort Parameter. Below that is a drop-down list . In the middle is a white rectangle with two rows of text with small check boxes on the left. On the right there are choices with three radial buttons. The bottom of the image has three drop-down list boxes and two radial buttons on the right.
Figure 8.60
The Calculated Field Calc Field for Sorting
A white box with a small rectangle in the top left corner and the label Calc field for sorting inside. Below the title is a white area with a Case expression for a calculated field
Figure 8.61
The Sort[Fruit] Dialog Window
A white box with the title Sort[Fruit]. Below is the label Sort By and a white rectangle with a blue outlined and the text Field. Below the rectangle there are two radial buttons for Ascending or Descending. At the bottom under the text Field Name there is a drop down line with the text Category Sorter. At the bottom of the screen the title Aggregation has the word Sum below.
Figure 8.62
The Filter Dialog Window
A white box with the title Sort[Fruit]. Below is the label Sort By and a white rectangle with a blue outlined and the text Field. Below the rectangle there are two radial buttons for Ascending or Descending. At the bottom under the text Field Name there is a drop down line with the text Category Sorter. At the bottom of the screen the title Aggregation has the word Sum below.
Figure 8.63
The Measure Values Field on the Detail Tile
In the top left there is a white box titled Filters with a blue rectangle below titled Measure Names in white. Below that is a white box labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there is a green rectangle and a blue rectangle with white labels. Below there is a white box labeled Measure Values with three green rectangles with white text. On the right a large white box has the headers Sales, Price, and Qty
Figure 8.64
The Dashboard
There are three panes of very light blue horizontal bars with text on each row on the far left. There are three chart titles at the top of the page labeled Sales, Price, and Qty. The left side of the image has Dashboard and Liquor at the top and below that three sections labeled Size, Sheets, and Objects. There are rows of text with small icons on the left. At the bottom there are two buttons titled Tiled and Floating. At the top there is a row of icons.
Figure 8.65
The Edit Parameter Action Window
At the top of a white box the title is Edit Parameter Action. Below the title the bold title Name has a white rectangle below labeled Update Sort Parameter. Below that is a drop-down list . In the middle is a white rectangle with two rows of text with small check boxes on the left. On the right there are choices with three radial buttons. The bottom of the image has three drop-down list boxes and two radial buttons on the right.
Figure 8.66
The Columns Shelf
At the top of the image there is a white rectangle labeled Columns. Below there are three green rectangles with white text below. At the bottom there is a white box with the text Rows on the left and a blue rectangle on the right with the white text Fruit.
Figure 8.67
Measure Names on the Columns Shelf
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right. Below there are three headings, Sales, Price, and Qty
Figure 8.68
The Measure Values Card
At the top right of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right. Below there is a white box with the headings Sales, Price, and Qty. On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. Below there is a white box labeled Measure Values with three green rectangles with white text.
Figure 8.69
Field to Sort
A white box titled Choose Field to Sort (Parameter) and three radial buttons below.
Figure 8.70
Bar Chart With Segments
Vertical bars with multiple colors in each bar. On the right there are rows of text with small colored squares to the left.
Figure 8.71
The Choice to Create a Combined Field
The left side of the image has Data and Analytics at the top and below that the heading Tabs with several rows of field names below. The first two rows have a blue highlight and a gray box to the right with several lines of text divided by gray lines. On the right there is a smaller box with three rows of text and the middle row is highlighted in blue with the label Combined Field.
Figure 8.72
Decorative
Decorative
Figure 8.73
The Marks Card
A white box is labeled Marks at the top. A white rectangle below that is labeled Bar and there is a drop-down arrow on the right side. There are several squares with labeled icons below that. At the bottom there is a blue rectangle with white text.
Figure 8.74
The Combined Field on the Detail Tile
Vertical bars with multiple colors in each bar with a box on the right with several rows of text with small colored boxes to the left.
Figure 8.75
The Marks Card With the Sales Field on the Label Tile
A white box is labeled Marks at the top. A white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two blue rectangles and one green rectangle with white text.
Figure 8.76
Change the Field to Discrete
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A blue rectangle on the right of the Columns is labeled Measure Names. On the right of Rows there is a blue rectangle and a green rectangle with white text and a white down arrow on the right. A gray box is under the green rectangle and has several rows of text separated by lines. A black arrow points to the text Discrete that has a blue background.
Figure 8.77
The Rank of Sales Field on the Rows Shelf
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there is a green rectangle titled Measure Values. Below there is a white rectangle with the title Measure Values and two green rectangles below titled SUM(Sales) and Rank of Sales. On the right side at the top there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right. The top rectangle is labeled Measure Names. Below that the left blue rectangle is labeled Rank of Sales and there is a red arrow pointing to the chart below. The chart has four columns of text with four rows of data and column headings.
Figure 8.78
The Show Header Option
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right. There is a drop down arrow on the right side of the bottom left blue rectangle. The chart in the bottom has two columns of text with four rows of data and column headings. A gray box is overlaid on top of the chart with several rows of text divided by gray lines. A black arrow points to the text Show Header and there is a blue background.
Figure 8.79
The Rank Field on the Right
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right. Below is a text table with three columns and four rows of data with column headers.
Figure 8.80
The Marks Card
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two blue and one green rectangle. On the right there is a vertical bar chart with faint colors. At the top right of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right.
Figure 8.81
The Unsorted Bars
Three panes of blue horizontal bars with two columns of text on the left. At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right.
Figure 8.82
Sort by the Date Field
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left with a green rectangle on the right. The bottom rectangle is labeled Rows with two Blue rectangles with white text are on the right. A red arrow points from the sort tool in the middle to a box on the right titled Sort[Month, Year of Order date]. The bottom of the view has blue horizontal bars divided into three vertical panes.
Figure 8.83
A Nested Sort by the Order Date
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below there are blue horizontal bars divided into three panes. The middle pane has a light blue highlight. There are two columns of text on the left side. On the right there is a white box with the title Sort{Month, Year of Order Date]. Below is the label Sort By and a white rectangle with a blue outlined and the text Nested. Below the rectangle there are two radial buttons for Ascending or Descending. At the bottom under the text Field Name there is a drop down line with the text Sales. At the bottom of the screen the title Aggregation has the word Sum below.
Figure 8.84
Sort by Category
Blue Horizontal Bars divided into three panes. On the right there is a red arrow pointing from the sort icon above to the Sort dialog box on the right. titled Sort[Category]. Below is the label Sort By and a white rectangle with a blue outline and the text Nested. Below the rectangle there are two radial buttons for Ascending or Descending. At the bottom under the text Field Name there is a drop down line with the text Sales At the bottom of the screen the title Aggregation has the word Sum below.
Figure 8.85
The Sort Option by Order Date and Category
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green and blue rectangles with white text are on the right. There is a red arrow from the first Blue Rectangle sort tool pointing to the right with a Sort box and the choice Descending. The far right blue rectangle has a red arrow pointing to the bottom right pointing to another Sort box with the title Sort[Category] and the choice Descending is selected. Below that the label Field Name has the text Sales below. At the bottom of the screen the title Aggregation has the word Sum below. On the bottom left a chart has blue horizontal bars divided into three panes. The middle pane has a light blue highlight.
Figure 8.86
Bring Line to the Front
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two blue rectangles with white labels and a red arrow pointing from the sort icon to the bottom left box labeled Sort[Sub-Category]. Below that the label Sort by has a blue box below with the text Manual. There are several text rows below. On the right side of the image there are two gray line charts with valleys and peaks and each chart has one red line.

Chapter 9: Dates

Figure 9.1
The Date Context Menu
Gray tall rectangle with many rows of text separated by gray lines. In the middle there is a blue gray box outline around the items Year, Quarter, Month, Day, and More. Below that there is another black box outline around the items Year, Quarter, Month, Week Number, Day, and More.
Figure 9.2
The Drop Field Context Menu
A gray box title Drop Field with the text below, What field do you want to drop? Below that there is a white box with many rows of text when end in (Order Date)
Figure 9.3
Discrete Date Headings
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A Blue rectangle is on the right side of the top rectangle. Below there are two rows of text in four columns with year headers.
Figure 9.4
A Discrete Month in the Date Field's Context Menu
A vertical multi-colored bar on the left has date labels. In the top left corner there are two rows labeled Columns and Rows. On the top right there is a blue rectangle with white text that says MONTH(Order). Below there is a gray tall rectangle with many rows of text separated by gray lines. In the middle there is a check mark to the left of the text Month that is highlighted in gray. A red arrow points to month. Another red arrow points to the word Discrete near the bottom of the list.
Figure 9.5
x-Axis
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green rectangles with white text are on the right. Below there is a line chart with peaks and valleys. A vertical y-ax has amounts and along the bottom there are year headers.
Figure 9.6
Expand Date Parts
At the top of the image there is a white rectangle labeled Columns on the left. A green rectangle with white text is on the right. Below there are two panes with two rows of data. Each pane is labeled with a year, and below a single letter is the month header. The bottom row is numbers
Figure 9.7
View Data from Context Menu
On the left there is a multi-colored vertical bar with dates. A long gray box on the right has text separated by gray lines. An arrow points to the second row that has a light gray background and the label View Data in white.
Figure 9.8
Highlight Box in Top Left Corner
Two vertical multi-colored bars. The left bar has date labels, and the right bar has asterisk labels.
Figure 9.9
View Data from Context Menu
A vertical multi-colored bar on the left has date labels. On the right there is a gray tall rectangle with many rows of text separated by gray lines. At the top the text View Data is highlighted in gray.
Figure 9.10
View Data Window
A gray box is titled View Data Sheet 1(4 marks). On the left there is a gray box with the title Tabs in bold with two rows of text below. On the left there is white area with four columns of text and four rows of data with column headings.
Figure 9.11
Month Date Value
A green rectangle with rounded edges and white text that says Month(Order Date). On the left side there is a small white outline box with a white plus symbol in the middle.
Figure 9.12
Continuous in Date Context Menu
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A green rectangle with white text is on the right on the Columns label. A gray box is under the green rectangle and has several rows of text separated by lines with the text Filter, Format, Show Header, Year, Quarter, Month, Day and more. Red arrow point to the Month and the Continuous label.
Figure 9.13
New Date Values in x-Axis
Multi-Colored vertical bars grouped into years. On the right side there is a white box with the title Fruit and several rows of text below. To the right of each row there is a colored box. At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green rectangles with white text are on the right.
Figure 9.14
Original Data
Four columns with four rows of text and column headings . The first row of headings is blue icons. The second row has light gray text Sales Data 2023 for each column. The third row of headings has bold text Fruit, Qty, Order Date, and Sales
Figure 9.15
Date Parts vs. Date Values
There are two line charts with peaks and valleys side by side. On the left the chart has an x-axis with the numbers 7, 10 and 12. On the right the chart has an x-axis with dates and times.
Figure 9.16
The Edit Title Dialog Box With the Insert Fields Drop-Down List
At the top of the image there are two white rectangles labeled Columns and Rows on the left . A blue and green rectangle is on the right. On the left a gray box is labeled Marks. A white rectangle below is labeled Bar and squares with labeled icons. At the bottom there three blue rectangles for Year, Month and day. On the right is a gray box titled Edit Label and a toolbar row below. Below the toolbar a white box with the text Month, Day, and Year. On the far right a gray box has 19 rows of text and the DAY(Date Title) is highlighted in blue.
Figure 9.17
The Edit Label Dialog Box
A gray box with the title Edit Label and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 10 and a blue drop-down arrow on the right. Below the toolbar is a white box.
Figure 9.18
The Edit Title Dialog Box
A gray box with the title Edit Title and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 10 and a blue drop-down arrow on the right. Below the toolbar is a white box with text. A red arrow points to a gray rectangle on the right with text.
Figure 9.19
The Completed Worksheet with the Title
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom left there are two green rectangles labeled MAX(Order Date) and MIN(Order Date). On the right there is a white box with the text 1/13/2019 - 12/20/2022
Figure 9.20
Date Properties
The left side of the image has Data and Analytics at the top and two rows of text below. The first row is labeled File1 and there is a red arrow pointing to a gray box on the right. Below that the heading Tables with several rows of field names below. The gray box has several rows of text divided by gray lines. A small black arrow points to the text Date Properties and that row is highlighted in blue.
Figure 9.21
Day Format
The title Dates is on the top left . A white rectangle is overlaid on top of the text with a white box on the left with several rows of text and the text Custom highlighted in gray. On the right there is a white rectangle below the label Format with the text dddd
Figure 9.22
Month Format
The title Axis Pane is on the top left and Axis is highlighted. Below there are choices for formatting the Axis Default, Scale, Dates and Title with blue drop-down arrows on the right of each box. A white rectangle is overlaid the text with a white box on the left with text and the label Custom highlighted in gray. On the righter there is a white triangle below the label Format with the text MMM.
Figure 9.23
Calculated Field for Date Aliases
A white box with a small rectangle in the top left corner and the label Month New inside. Below the title is a white area with an expression for a calculated field with a case statement.
Figure 9.24
The Edit Parameter Dialog Window
At the top of a white box the title is Edit Parameter [Max Order Date Parameter], Below the title the bold title Name has a white rectangle below labeled Max Order Date Parameter.. Below that are four drop down list choices with three radial buttons below that. At the bottom are text columns on the left and radial buttons on the right.
Figure 9.25
The Calculated Field Max Date Parameter
A white box with a small rectangle in the top left corner and the label Max Date Parameter inside. Below the title is a white area with an expression for a calculated field with the MAX() function.
Figure 9.26
The Finished Chart
On the left a white box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom two blue rectangles and one green rectangle with white labels.. On the right there is a white area with two rows of text at the top. Below there are several rows o text grouped into two sections and labeled 2020 and 2021 on the left. There are three columns of text and numbers on the right.
Figure 9.27
Gantt Bar Chart
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below there is a white rectangle with a blue title Volunteering. Short vertical blue lines are scattered across the page and have black text labels. Along the bottom there are year headings.
Figure 9.28
DATEDIFF Calculation
A white box with a small rectangle in the top left corner and the label DateDiff Edu. & Vol inside. Below the title is a white area with an expression for a calculated field with the DATEDIFF() function.
Figure 9.29
Gantt Bars with Duration
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green and blue rectangles with white text are on the right. Below there is a white rectangle with a blue title Volunteering. Short horizontal blue bars are scattered across the page and have black text labels. Along the bottom there are year headings.
Figure 9.30
Waterfall Chart
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below there is a white rectangle with a blue title Volunteering. Horizontal blue bars are scattered across the page and have black text labels. The bars are arranged from the top left to the bottom right.
Figure 9.31
A Resume Combining a Waterfall Chart, Time Duration, and Gantt Bar
A blue box has an avatar in the top left corner. On the right there are four horizontal bar charts. Below the avatar there are several icons in the bottom left corner of the page.
Figure 9.32
The Parameter Control
At the top of a white box the title is Edit Parameter[Select Date Part.p]. Below the title the bold title Name has a white rectangle labeled Select Date Part.p.. Below that are four drop down list choices with three radial buttons below. At the bottom are seven rows of text columns on the left and radial buttons on the right.
Figure 9.33
The Calculated Field
A white box with a small rectangle in the top left corner and the label Order Date - Select Date Part inside. Below the title is a white area with an expression for a calculated field with the DATETRUNC function.
Figure 9.34
The Format Pane
A white box on the left with several rows of text and the text Custom is highlighted in blue. On the right there is a white rectangle below the label Format with the text MMM DD YY.
Figure 9.35
Edit the Axis Label
The title Edit Axis is on the top left and below there are two tabs labeled General and Tick Marks. Below that there are four radial buttons and two drop-down list boxes. At the bottom there is a section Scale with check boxes and radial buttons. At the bottom of the image the section Axis Titles has a drop-down list box under Title.
Figure 9.36
The Parameter Control on the Right
On the left there is a white box labeled Data and several rows of text below. In the top right there is a green rectangle labeled Order Date - Select Data Part below the title Columns. The bottom right has a line chart and on the right there is a white text box labeled Select Date Part.p and a drop-down list box below labeled month.

Chapter 10: Table Calculations

Figure 10.1
A Green Measure Field
A green rectangle with white text Sum(Profit) and a white triangle on the right.
Figure 10.2
Adding a Table Calculation
A green rectangle with a white text label SUM(Sales). A gray box is under the green rectangle and has several rows of text separated by gray lines with the text Filter, Format, Dimension, Attribute, Discrete, Continuous, Add Table Calculation, and more.
Figure 10.3
Table Calculation Window
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the top of the image there are two white rectangles. The top rectangle is labeled Rows. A blue rectangle with white text is on the right. Below is a box with two columns with text on the left and percentages on the right. On the far right there is a box titled Table Calculation. Below the title there are two labels Calculation Type and Compute Using with three rows of text. The label Table (down) is highlighted in gray.
Figure 10.4
Running Total
A box titled Table Calculation. Below the title there are two labels Primary Calculation Type and Secondary Calculation Type. Below there are several drop down boxes with the label Running Total, Sum, and Percent of Total. The bottom area has two labels Compute Using with several rows of text in boxes below.. The label Table (across) is highlighted in gray.
Figure 10.5
Sort Descending
A white box with the title Sort[Sub-Category]. Below is the label Sort By and a white rectangle and the text Field. Below the rectangle there are two radial buttons for Ascending or Descending. At the bottom under the text Field Name there is a drop down line with the text Sales. At the bottom of the screen the title Aggregation has the word Sum below.
Figure 10.6
Drag the Field and Drop on the Right Side
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left with a blue rectangle on the right. The bottom one is labeled Rows with a green rectangle separated by a white vertical line. Below a chart with vertical blue bars and a small green box on the right with a black arrow on top.
Figure 10.7
Two Measure Fields on the Rows Shelf
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left with a blue rectangle on the right. The bottom one is labeled Rows with a green rectangle separated by a white vertical line. Both the left and right sides have the label SUM(Sales)
Figure 10.8
The Line Mark Type in the Marks Card
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Line and there is a drop down arrow on the right side with a black arrow. There are several squares with labeled icons below that.
Figure 10.9
The Pareto Chart
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Line and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there are several vertical blue lines with vertical text headers below. There is an orange curved line from the bottom left to the top right.
Figure 10.10
Rank
A box titled Table Calculation. Below the title there is a label Calculation Type. Below there is a drop down box with the label Rank. The line below is Descending and below that there is another box with four rows of text. The text Competition (1, 2, 2, 4) has a light gray highlight.
Figure 10.11
Compute Using Choices
A box titled Table Calculation. Below the title there are two labels Calculation Type and Compute Using with six rows of text. The label Table (down) is highlighted in gray.
Figure 10.12
Compute Using Menu
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a white triangle on the right. There are several squares with labeled icons below that. A gray box below has several rows of text divided by gray lines. On the bottom right there is another gray box with rows of text.
Figure 10.13
Compute Using: Specific Dimensions
On the left a light gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the bottom left there is a green rectangle with white text and a small triangle on the right. On the right there are five columns with three rows of text and numbers. In the bottom right there is a rectangle labeled Table Calculation with the text Running Total and Sum. Below the label Compute Using has six rows of text and there is a gray highlight titled Table (down)
Figure 10.14
Compute Using the Fruit Field
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. A green rectangle below labeled rank has a small triangle on the right. At the top of the image another green rectangle labeled Rank has a drop down arrow on the right. and a gray box below with several rows of text separated by light gray lines. The text Compute Using is highlighted in blue and a small gray box with four rows of text is on the right side.
Figure 10.15
Show Mark Labels at Line Ends
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. Below the square Label there is a white box with a blue check box to the left of the title Show mark labels. Below there are drop-down list boxes, buttons, and several check boxes.
Figure 10.16
The Edit Label Dialog Box
A gray box with the title Edit Label and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 9 and a blue drop-down arrow on the right. Below the toolbar is a white box with text.
Figure 10.17
The Edit Axis Dialog Box
A white box is titled Edit Axis [Rank] with two tabs below labeled General and Tick Marks. A blue rectangle is around the General tab. Below a section is labeled Range with four radial buttons with text and a check box labeled Include Zero. The Scale section below has two checkboxes and two radial buttons. The bottom section is labeled Axis Titles and has a drop down box.
Figure 10.18
Table Options
A light gray box is titled Table Options. There are four vertical gray boxes labeled Aspect, Default number format, Rows and Columns. The bottom box has a checkbox labeled Show innermost level at bottom of view when there is a vertical axis.
Figure 10.19
The Show Highlighter Option
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are green and blue rectangles with white text labels. A drop down arrow on the blue rectangle has three rows of text in a gray box, and the bottom row is highlighted in blue.
Figure 10.20
Zero Lines
A box with the title Format Lines and a row of icons below. Below that are three tabs labeled Sheet, Rows and Columns. The bottom half has a section titled Lines with two rows with drop-down list boxes. The top row is labeled Grid Lines and below that is labeled Zero Lines.
Figure 10.21
A Slope Chart
On the left there is a white box titled Filters with a blue rectangle below. Below that box is a white rectangle labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the bottom left there is a blue rectangle with a green rectangle below and another blue rectangle below that. In the middle there is a chart with a several straight colored lines. On the far right there is a box labeled Fruit with several rows of text with small colored boxes on the left.
Figure 10.22
A Bump Chart
On the left there is a white box titled Filters with a blue rectangle below. Below that box is a white rectangle labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the bottom left there is a blue rectangle with a green rectangle below and another blue rectangle below that. In the middle there is a chart with a several colored lines with peaks and valleys. On the far right there is a box labeled Fruit with several rows of text with small colored boxes on the left.
Figure 10.23
Compute Using: Table Across
There are two text charts on the left and right side of the image. On the left side there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. On the upper right the four column headers are years, with amounts and blanks scattered across the rows The right chart is outlined in a black square and also has amounts and blanks scattered across the rows and columns.
Figure 10.24
Compute Using: Table Down
There are two text charts on the left and right side of the image. On the left side there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. On the upper right the four column headers are years, with amounts below that occasionally repeat in the row below. The right chart is outlined in a black square and has amounts scattered across the rows and columns with blanks also scattered across the rows.
Figure 10.25
Compute Using: Table Across, Then Down
There are two text charts on the left and right side of the image. On the left side there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. On the upper right the four column headers are years, with amounts scattered in the rows below. The right chart is outlined in a black square with the same layout. The amounts in the left chart are totals increasing from the top left across to the right, then moving down to the next row and continuing to increase from left to right.
Figure 10.26
Compute Using: Table Down, Then Across
There are two text charts on the left and right side of the image. On the left side there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. On the upper right the four column headers are years, with amounts scattered in the rows below. The right chart is outlined in a black square with the same layout. The amounts in the left chart are running totals increasing from the top left down the bottom, moving to the top right and increasing down to the bottom all the way through the fourth row. The amounts in the right chart increase from the top to the bottom of each individual column.
Figure 10.27
Compute Using: Pane Down
There are two text charts on the left and right side of the image. On the left side there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. A black box outlines the three rows for Q2 Apr and a red arrow points from the top right row down to the third row. On the upper right the four column headers are years, with amounts scattered in the rows below. The right chart is outlined in a black square and a similar black box outlines the three rows for Q2 Apr. The amounts between the two charts for Q2 Apr are different.
Figure 10.28
All Sales
There are two text charts on the left and right side of the image. On the left side there are six columns. The first column has numbered rows rom 1 to 16 and in the second column the rows are fruit names. The four right column headers are years, with amounts scattered in the rows below. The right chart is outlined in a black square and the first three columns are Quarter, Month, and Fruit names. On the right the four column headers are years, with amounts scattered in the rows below.
Figure 10.29
Compute Using: Pane Down, Then Across
A text chart with dozens of rows of text has seven columns with text headers for Quarter, Month, and Fruit names in the first three columns. On the upper right the four column headers are years, with amounts scattered in the rows below. Three amounts are highlighted in yellow.
Figure 10.30
Compute Using: Pane Down Then Across
There are two text charts on the left and right side of the image. On the left side there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. On the upper right the four column headers are years, with amounts scattered in the rows below. The right chart is outlined in a black square and also has red arrows in the amount columns pointing from the top down to the next row, pointing back up to the original row on the right side, and finally down to the row below.
Figure 10.31
Compute Using: Pane Across, Then Down
There are two text charts on the left and right side of the image. On the left side there are seven columns with text headers for Quarter, Month, and Fruits in the first three columns. On the upper right the four column headers are years, with amounts scattered in the rows below. The right chart is outlined in a black square and also has red arrows in the amount columns pointing left-to-right, from the top right down to the next row on the left, and finally left to right.

Chapter 11: Calculations

Figure 11.1
Placeholder on the Rows Shelf
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right, and the bottom one is labeled quote.
Figure 11.2
Aggregations for Measures
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. and a green rectangle labeled SUM(Sales) below that. A gray box is on the right with several rows of text divided by gray lines. To the right of the label Measure (Sum) is another gray box with additional rows of text. There is a check box to the left of the text Sum.
Figure 11.3
Decorative
Golden Retriever half inside a red doghouse with a blue bowl on the left
Figure 11.4
Aggregation Error
A white box with a rectangle in the top left labeled Avg CountD Products. There is text in a white box below. Along the bottom there is a long gray rectangle with an error message that the field cannot be further aggregated
Figure 11.5
An AVG() Calculation
A white box with a small rectangle in the top left corner and the label Avg Calc inside. Below the title is a white area with an expression for a calculated field with a FIXED level of detail expression
Figure 11.6
Cannot Mix Aggregate and Non-Aggregate Arguments
A white box with a rectangle in the top left labeled Invalid aggregation. There is text in a white box below. Along the bottom there is a long gray rectangle with an error message Cannot mix aggregate and non-aggregate arguments with this function.
Figure 11.7
ATTR() Function
A gray box represents the calculation editor. In the top left a drop-down box has the text Aggregate and below that on the left there are several lines of text. There is a gray highlight on the first row with the label ATTR. On the right there is paragraph text explaining the ATTR(expression)
Figure 11.8
ATTR() and (AVG() calculations
Two side-by-side white boxes labeled Percent of Goal and Percent of Goal v2. The white area of the left has a calculated expression with the ATTR function and the right side is the same except it uses the AVG function.
Figure 11.9
Same Values For Both Calculations
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom left there are two green rectangles labeled AGG(Percent of Goal) and AGG(Percent of Goal v2). On the right there is a text table with four columns of text and percentages.
Figure 11.10
Error in Filter Formula
A gray box with the title Filter[Fruit] and a light gray background. Below the title there are four buttons labeled General, Wildcard, Condition, and top. The Condition button has a blue background. At the bottom a radial button labeled By formula has a white box below with text and a red error message.
Figure 11.11
The Calculation Editor
A white box on the left is labeled Calculation and a gray box is on the right with a drop-down list box with several rows of text showing all function categories
Figure 11.12
The Summary Card on the right
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the middle there is a text chart with two columns and three rows of data. On the right there is a gray box titled Summary with several rows of text in two columns.
Figure 11.13
Decorative
Golden Retriever half inside a red doghouse with a blue bowl on the left
Figure 11.14
FIRST() Function
A white box with a small rectangle in the top left corner and the label First Value inside. Below the title is a white area with an expression for a calculated field with the First() Function.
Figure 11.15
Default Scope
On the left a gray box with a white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. There are two green rectangles with white text labels in the bottom left. The top rectangle is labeled First Value with a small white triangle on the right. On the right side there is a four column chart with headers and nine rows of text and numbers. The third column label is First.
Figure 11.16
Compute Using Options
In the top left corner there is a green rectangle with White text First Value and a white drop-down arrow on the right. Below there is a gray box on the left with several rows of text divided by gray lines. A blue highlight behind the Compute Using text has a white arrow on the right pointing to another pop-up gray box with rows of text and the text Pane (down then across) is highlighted in blue.
Figure 11.17
FIRST() Function
A white box with four columns and nine rows of text. The third column has the header First . The text is grouped into three regions Central, East, and South.
Figure 11.18
Updated Chart
A white box with four columns and three rows of text. The third column has the header First . The rows are labeled Central, East, and South on the left.
Figure 11.19
Sales Chart
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. The Sales chart with the header Product Name and two rows of columns of text and sales amounts.
Figure 11.20
Top 5 With Index Function
A white box with a small rectangle in the top left corner and the label Top 5 with Index inside. Below the title is a white area with an expression for a calculated field with the INDEX() function.
Figure 11.21
Filtering with Top 5 Index
There is a white rectangle in the top left labeled Filter with a blue rectangle labeled Top 5 with Index:Show and a small triangle on the right. On the right side of the image there are two white rectangles at the top and below a text chart with two columns and five rows of text. The left column is labeled Product Name.
Figure 11.22
Sort by Field
A white box with the title Sort[Sub-Category]. Below is the label Sort By and a white rectangle with a blue outline and the text Field. Below the rectangle there are two radial buttons for Ascending or Descending. At the bottom under the text Field Name there is a drop down line with the text Sales. At the bottom of the screen the title Aggregation has the word Sum below.
Figure 11.23
Top 5 Sales
At the top of the image there is a white rectangle labeled Rows on the left with a blue rectangle on the right. On the right there is a tiny sort icon with three white bars with the top bar wider than the one below and the bottom bar is very small. Below there is a white area with two columns and five rows of text and numbers.
Figure 11.24
Compute Using: Table Down
In the top left corner there is a blue rectangle with white text labeled Top 5 with Index: Show and a white drop-down arrow on the right. Below there is a gray box on the left with several rows of text divided by gray lines. A blue highlight behind the Compute Using text has a white arrow on the right pointing to another pop-up gray box with rows of text and the text Table (down) is highlighted in blue.
Figure 11.25
Lookup Function
A white box with a small rectangle in the top left corner and the label Compare first and previous inside. Below the title is a white area with an expression for a calculated field with the Lookup function
Figure 11.26
The Rank Function
A white box with a small rectangle in the top left corner and the label Rank % of Goal Descending inside. Below the title is a white area with an expression for a calculated field with the RANK() table function computed along Table (down)
Figure 11.27
The Table Calculation Dialog Box
In the top left corner there is a title Table Calculation and below that the text Rank of Sales. The bold title Calculation Type is below and there are three drop-down boxes below labeled Rank, Descending, and Competition (1,2,2,4). Below that in bold is the label Compute Using and another pop-up gray box below with rows of text and the text Table(down)is highlighted in gray
Figure 11.28
The Calculated Field Ranking
A white box with a small rectangle in the top left corner and the label Ranking inside. Below the title is a white area with an expression for a calculated field with the RANK() table function computed along Table (across)
Figure 11.29
The Error Message for the Ranking Field
A white box with a small rectangle in the top left corner and the label Ranking inside. Below the title is a white area with an expression for a calculated field with the RANK(). Along the bottom left there is red text The calculation contains errors and below that a long gray rectangle with the text All fields must be aggregate.
Figure 11.30
The Ranking Field on the Rows Shelf
The bottom right is a text table with three columns and four rows of text. At the top there are two white rectangles labeled Columns and below that labeled Rows. On the right side of Rows there are two blue rectangles. The right rectangle is labeled Ranking with a delta triangle on the right
Figure 11.31
The Ranking Field on the Rows Shelf
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left. The bottom one is labeled Rows with two blue rectangle on the right. The blue rectangle labeled Ranking is on the left of the Rows label Below a text chart has 3 columns with four rows labeled 1 to 4 on the left..
Figure 11.32
Quick Table Calculation
A white box with a small rectangle in the top left corner and the label Average Sales inside. Below the title is a white area with an expression for a calculated field with the WINDOW_AVG function.
Figure 11.33
Decorative
Golden Retriever half inside a red doghouse with a blue bowl on the left
Figure 11.34
WINDOW_SUM Calculation
A white box with a small rectangle in the top left corner and the label Sum of Regions inside. Below the title is a white area with an expression for a calculated field with the WINDOW_SUM function.
Figure 11.35
Aggregation Example
A chart with two columns on the left and colored dots on the right. A white pop-up box with several rows of text and numbers on the right with Sum of sales and total sum of all sales in all states.
Figure 11.36
Reference Line with Custom Label
A gray box with the title Edit Reference Line, Band, or box and a row of four boxes below labeled Line, Band, Distribution, and Box Plot. The Line box is blue. Below the boxes are three radial buttons with scope choices. In the middle there are drop down choices for Line settings. At the bottom there are several rows of text with drop down choices for formatting.
Figure 11.37
Two Reference Lines
Two blue vertical bars each one has a solid red horizontal bar in the middle and a green dashed horizontal bar at the top.
Figure 11.38
Chart with No LoDs
A chart titled No LODs. There are five horizontal blue bars with text on the left and text on the right side of the blue bars. There are five horizontal blue bars with text on the left and text on the right side of the blue bars.
Figure 11.39
Chart with LoDs for All Fans
A chart titled LODs All Fans. There are five horizontal blue bars with text on the left and text on the right side of the blue bars.
Figure 11.40
The Label Dialog Window
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. Below the square Label there is a white box with a blue check box to the left of the title Show mark labels. Below there are drop-down list boxes, buttons, and several check boxes.
Figure 11.41
The Edit Label Box
A gray box with the title Edit Label and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 9 and a blue drop-down arrow on the right. Below the toolbar is a white box with text. On the right there is a drop down box labeled Insert.
Figure 11.42
The No LODs Worksheet
A chart titled No LODs. There are five horizontal blue bars with text on the left and text on the right side of the blue bars.
Figure 11.43
Change the Aggregation to Average
A green rectangle in the top left with the label SUM(Fans). There is a gray rectangle with rows of text and gray lines between. The text Measure (Sum) has a blue background and another rectangle on the right with a green box labeled Average
Figure 11.44
The Calculated Field Fans Per Zip
A white box with a small rectangle in the top left corner and the label Fans per Zip inside. Below the title is a white area with an expression for a calculated field with a FIXED level of detail expression.
Figure 11.45
The Calculated Field % Fans Per Zip
A white box with a small rectangle in the top left corner and the label % Fans per Zip inside. Below the title is a white area with a mathematical expression dividing two fields
Figure 11.46
The LOD Zip Worksheet
A chart titled LOD Zip. There are five horizontal blue bars with text on the left and text on the right side of the blue bars. On the left side a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the bottom left there are three rectangles with a small square and letter T on the left. Each is labeled with white text.
Figure 11.47
The Calculated Field % of All Fans
A white box with a small rectangle in the top left corner and the label % of All Fans inside. Below the title is a white area with an expression for a calculated field with a FIXED level of detail expression.
Figure 11.48
The LOD All Fans Worksheet
A chart titled LOD All Fans. There are five horizontal blue bars with text on the left and text on the right side of the blue bars. On the left side a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side.
Figure 11.49
Fixed LoD Without a Dimension
A white box with a small rectangle in the top left corner and the label % of All Fans v2 inside. Below the title is a white area with an expression for a calculated field with the INDEX() function.
Figure 11.50
The No LODs Worksheet
A chart titled No LODs and four horizontal light blue bars.
Figure 11.51
The LOD Zip Worksheet
A chart titled LOD Zip and four horizontal light blue bars.
Figure 11.52
The LoD All Fans Worksheet
A chart titled LOD All Fans with 3 horizontal bars. At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right.
Figure 11.53
Data Source
Five rows of text in four columns with the titles at State, Zip, Restaurant, and Fans. At the top of each column there are icons.
Figure 11.54
The Finished Dashboard
A chart in the bottom right titled Weighted Average with three rows and six columns.
Figure 11.55
Profit, Sales, and Expense Data
Three charts with 3 rows each and six columns
Figure 11.56
The Average For All Years
There is a text chart titled What is the Average Expense? with three rows of text in six columns
Figure 11.57
Weighted Average Calculated Field
A white box with a small rectangle in the top left corner and the label Weighted Average inside. Below the title is a white area with an expression for a calculated field with the FIXED() function.
Figure 11.58
The Weighted Average View
The left side of the image has Data and Analytics at the top and below that the heading Folders with several rows of field names below. On the right a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right side there is a text chart titled Weighted Average with three rows of text in six columns
Figure 11.59
Expense Calculation
The left side of the image has Data and Analytics at the top and below that the heading Folders with several rows of field names below. On the right a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right side there is a text chart titled Weighted Average with three rows of text in six columns
Figure 11.60
The Avg Expense Calculation
A white box with a small rectangle in the top left corner and the label Avg Expense inside. Below the title is a white area with an expression for a calculated field with the ROUND() function.
Figure 11.61
The Expense Field on the Marks Card
On the left a white box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. A green box below is labeled Expense. On the right there is a text table with a column of headers on the left and five columns of numbers on the right.
Figure 11.62
Subtotals in the View
A text table with three columns of text on the left and 7 columns of numbers on the right. The rows are divided into two sections and there is a row of subtotals in between.
Figure 11.63
Subtotals on the Field's Context Menu
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left with two blue rectangles on the right. The left rectangle is labeled YEAR(Month) and there is a gray box below with rows of text separated. by lines. Near the bottom of the box Subtotals is highlighted in blue.
Figure 11.64
The Remove Option in the Tooltip
A text chart with 8 columns and 7 rows of text with headers at the top of the columns. There is a white rectangle on top of the chart and the top row has icons and a remove button on the right
Figure 11.65
The Subtotals Option in the Field's Context menu
At the top of the image there is a white rectangle with two blue rectangle on the right. The right one is labeled Fruit and on the right there is a white down arrow. There is a gray box with text below separated by gray lines with the Subtotals choice highlighted in blue.
Figure 11.66
Grand Totals - Columns
A text chart with six columns. The left two columns are text and the right four are numbers. The bottom row is labeled Grand Totals on the left and there are numbers on the right.
Figure 11.67
Total Using Option in the Field's Context Menu
A green rectangle in the top left with the label SUM(Sales). There is a gray rectangle with rows of text and gray lines between. The Total Using (Automatic) choice on the field's drop down menu

Chapter 12: Formatting

Figure 12.1
View Objects
A text chart with different colored boxes. There are red arrows pointing to row labels and column headers
Figure 12.2
Field Label and Headers
Horizontal bars above and below a zero y-axis. Headers and marks are labeled with red arrows and text.
Figure 12.3
Headers
A 3 column chart with 3 rows of text. Red arrows point to headers, marks, and labels
Figure 12.4
y-Axis and Color Legend
Vertical bars above and below a zero x-axis. Headers and marks are labeled with red arrows pointing to headers, axes, field labels, legends marks, and headers
Figure 12.5
Decorative
Decorative
Figure 12.6
Format Font
A box with the title Format Font and a row of icons below. Below that are three tabs labeled Sheet, Rows and Columns. and the Sheet tab is highlighted in blue. The bottom half has a section titled Default, Total, and Grand Total with nine rows with drop-down list boxes.
Figure 12.7
The Format Alignment Pane
On the left a white panel with the title Format Alignment has several icons below. The second icon is outlined in back and the other icons are very light gray. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in gray. Below that there are several drop down list boxes and the Header label is bold. A small pop-up window is on top with options for Horizontal and Vertical alignment.
Figure 12.8
The Header Options for Alignment
On the left a white panel with the title Format Alignment has several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Columns tab is several drop down list boxes and the Header label is bold. A small pop-up window is on top with options for Horizontal and Vertical alignment.
Figure 12.9
Formatting the Customer Name Field's Alignment
On the right there is a chart with two columns. The first is labeled Product Name and the second is Customer Name data. On the left a white panel with the title Format Customer Name has several icons below. Below that are two tabs labeled Header and Pane and the Pane tab is bold with a light gray highlighted. Below there are two drop down list boxes and the Alignment label is bold. There is a small pop-up window is on top with options for Horizontal and Vertical alignment.
Figure 12.10
Text Column
On the left there is a white box titled Filters with a rectangle labeled product name. On the top right there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. A blue rectangle with white text is on the right and is labeled Product name. In the bottom left there is a box labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the bottom right there is a text table with five rows and two columns.
Figure 12.11
Measured Values
On the top right there are two white rectangles. The top rectangle is labeled Columns with a blue rectangle on the right with white text labeled Measure Names. Below that on the left the bottom rectangles labeled Rows. A blue rectangle with white text is on the right and is labeled product name. In the bottom left there is a box labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the bottom left there is a green rectangle labeled Measure Values. On the bottom right there is a text table with five rows and two columns.
Figure 12.12
Text Alignment
On the left there is a box labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the bottom left there is a green rectangle labeled Measure Values. There is a white box on top underneath the square labeled Text with two drop down list boxes labeled Text and Alignment.
Figure 12.13
Centered Numbers
A text chart with four rows and three columns. The two columns on the right have with numbers that are vertically centered
Figure 12.14
Numbers Below Headers
The top left has a panel labeled Format Alignment. To the right there is a panel labeled Marks. A chart in the bottom right has two rows of data with text on the left and numbers on the right. The numbers are slightly below the line.
Figure 12.15
Edit Label Dialog Box
A gray box has the title Edit Label and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 9 and a blue drop-down arrow on the right. Below the toolbar is a white box with text on the second row. The first row is blank.
Figure 12.16
Numbers Aligned to Headers
The top left has a panel labeled Format Alignment. A chart in the bottom right has two rows of data with text on the left and numbers on the right. The numbers are level with the text in each row.
Figure 12.17
Numbers Aligned to the Right Side of the Column
A text chart with three columns and seven rows of data in light gray. The column on the right is black and the numbers are aligned on the right side of the column.
Figure 12.18
The Format Alignment Pane
On the left a white panel with the title Format Alignment has several icons below. The second icon is outlined in back and the other icons are very light gray. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is several drop down list boxes and the Header label is bold. A small pop-up window is on top with options for Horizontal and Vertical alignment.
Figure 12.19
Worksheet Shading
The white rectangle on the left is titled Format Shading with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are several drop down list boxes below and the one labeled Worksheet has a dark gray color. On the right side of the image there is a text chart with a dark gray color.
Figure 12.21
Row Divider: Pane
The top left corner of the image is labeled Format Borders and with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Rows tab is highlighted in blue. There are several drop down list boxes below and the one labeled Pane has a thick dashed red line. On the right side of the image there is a text chart with a thick dashed red line below the year headers.
Figure 12.22
Row Banding on the Sheet Tab
The top left corner of the image is labeled Format Shading with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are two sections below labeled Row Banding and Column Banding. Below each label there are several drop down list boxes labeled Pane, Header and Band Size. The Pane and Header have light gray colors selected There is also a drop down labeled level in the Row Banding section and the indicator is on the far right. On the right side of the image there is a text chart with rows in alternating white and gray lines.
Figure 12.23
Row Banding: Level
The top left corner of the image is labeled Format Shading with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are two sections below labeled Row Banding and Column Banding. Below each label there are several drop down list boxes labeled Pane, Header and Band Size. The Pane and Header have red selected. There is also a drop down labeled level in the Row Banding section and the indicator is on the far right. On the right side of the image there is a text chart with rows in alternating white and red lines. The red lines range from the third column right to the sixth column.
Figure 12.24
Level on the Far Left
The top left corner of the image is labeled Format Shading with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. The section below labeled Row Banding. Below each label there are several drop down list boxes labeled Pane, Header and Band Size. The Pane and Header have red selected. There is also a drop down labeled level in and the indicator is on the far left. On the right side of the image there is a text chart with rows in alternating white and red lines across all six columns.
Figure 12.25
Column Banding
The top left corner of the image is labeled Format Shading with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There section below is labeled Column Banding. Below each label there are several drop down list boxes labeled Pane, Header and Band Size. The Pane and Header have light blue selected. On the right side of the image there is a text chart with columns in alternating white and light blue columns.
Figure 12.26
Cell Borders
The top left corner of the image is labeled Format Borders with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Rows tab is highlighted in blue. There are two sections below labeled Default and Total. Below each label there are several drop down list boxes labeled Cell, Pane, and Header Size. The Cell drop down has a thick dashed red line. On the right side of the image there is a text chart with rows separated by thick red dashed lines.
Figure 12.27
Cell Borders with Shaded Background
The text chart has a blue background and four columns with 8 rows of text with white cell borders
Figure 12.28
Row Divider
The top left corner of the image is labeled Format Borders with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Rows tab is highlighted in blue. There are two sections below labeled Grand Total and Row Divider. Below each label there are several drop down list boxes labeled Pane, and Header. The Pane and Header drop downs under Row Divider had a thick back line. On the right side of the image there is a text chart with thick black horizontal lines at the top and bottom edges.
Figure 12.29
The Level Slider in the Format Borders Pane
The top left corner of the image is labeled Format Borders with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are two drop down list boxes below in the Row Divider section and the one labeled Pane has a thick dashed red line. Below the drop-down list box there is an option named Level with a slider all the way to the right and a black arrow pointing to the slider. On the right side of the image there is a text chart with a thick dashed red line between the rows of chart text.
Figure 12.30
Column Divider
The top left corner of the image is labeled Format Borders with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are two drop down list boxes below in the Column Divider section and the one labeled Pane has a thick dashed red line. Below the drop-down list box there is an option named Level with a slider all the way to the left . On the right side of the image there is a text chart with a thick dashed vertical red line on the left.
Figure 12.32
Pane Borders
The top left corner of the image is labeled Format Borders with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are two drop down list boxes below in the Total section labeled Pane and Header. On the right side of the image there is a text chart with several columns and rows of text and a red arrow from the Grand Total column pointing to the Pane drop-down on the left.
Figure 12.33
Sheet Tab, Cell
The top left corner of the image is labeled Format Borders and with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are several drop down list boxes below in the Default section and the one labeled Cell has a thick dashed red line. On the right side of the image there is a text chart with a thick dashed vertical red lines between the columns. The Format Borders Cell Default
Figure 12.34
Column Divider: Pane
The top left corner of the image is labeled Format Borders with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are two drop down list boxes below in the Column Divider section and the one labeled Pane has a thick orange line. Below there is another drop-down list box named Header and the selection is Non. On the right side of the image there is a text chart with two columns of headers and three columns of measure numbers on the right. There is a thick orange line on the left between the headers and the measures, and another on the far right.
Figure 12.35
Column Divider: Level
The top left corner of the image is labeled Format Borders with a row of several icons below. Below that are three tabs labeled Sheet, Rows and Columns and the Sheet tab is highlighted in blue. There are two drop down list boxes below in the Column Divider section and the one labeled Pane has a thick orange line. Below there is another drop-down list box named Header and the selection is None. Below there is a slider next to the option Level and the slider button is all the way on the right. On the right side of the image there is a text chart with two columns of headers and three columns of measure numbers on the right. There is a thick orange line on the left between the headers and the measures, and another on the far right. There are also orange lines between the number columns.
Figure 12.36
Grid Line Drop-Down Options
In the top right there is a label Grid Lines and a black arrow points to the drop-down menu on the right. There is a thick red dashed line selected. Below that a rectangle is titled None with a solid line, a dashed line, and a dotted line below. The next line has small black boxes growing in vertical height from left to right. Below there are many rows of colored boxes and the bottom has a slider on the left and a small box outlined in blue with the text 100%.
Figure 12.37
Decorative
Decorative
Figure 12.38
Columns: Grid Lines
A box with the title Format Lines and a row of icons below. Below that are three tabs labeled Sheet, Rows and Columns. and the Columns tab has a blue background. The bottom half has a section titled Lines with several rows with drop-down list boxes. The top row is labeled Grid Lines and the drop-down box has a thick dashed red line. On the right there are three rows of text in several columns with thick vertical dashed red lines between the columns.
Figure 12.39
Opacity
In the top there is a drop-down menu labeled Automatic. Below there are two drop down boxes. The left box has a line and the right box is labeled 1 px. Below there are many rows of colored boxes and the bottom has a slider with a circle button on the left labeled Opacity. In the bottom right there is a small box with the number 0. To the right of the small box there is a percent sign.
Figure 12.40
Rows: Grid Lines
A box with the title Format Lines and a row of icons below. Below that are three tabs labeled Sheet, Rows and Columns. and the Rows tab has a blue background. The bottom half has a section titled Lines with several rows with drop-down list boxes. The top row is labeled Grid Lines and the drop-down box has a thick red line. On the right there are four rows of text in two columns with thick horizontal red lines between the rows.
Figure 12.41
Thick Black Grid Line
A box with the title Format Lines and a row of icons below. Below that are three tabs labeled Sheet, Rows and Columns. and the Rows tab has a blue background. The bottom half has a section titled Lines with several rows with drop-down list boxes. The top row is labeled Grid Lines and the drop-down box has a thick black line. On the right there are four horizontal bar lines with thick horizontal black lines between the rows and two light blue and medium blue highlights behind the bar. There is a vertical red line on each bar at different locations.
Figure 12.42
Grid Lines Set to ‚"None"
A box with the title Format Lines and a row of icons below. Below that are three tabs labeled Sheet, Rows and Columns. and the Rows tab has a blue background. The bottom half has a section titled Lines with several rows with drop-down list boxes. The top row is labeled Grid Lines and the drop-down box says "None." On the right there are four horizontal bar lines with two light blue and medium blue highlights behind the bar. There is a vertical red line on each bar at different locations.
Figure 12.44
Vertical Axis Ruler
A box with the title Format Lines and a row of icons below. Below that are three tabs labeled Sheet, Rows and Columns. and the Rows tab has a blue background. The bottom half has a section titled Lines with several rows with drop-down list boxes. The row labeled Axis Rule has a drop-down box with a thick dashed purple line. On the right there is a vertical black bar and a vertical gray bar with a y-axis on the left. Between the axis and the bar there is a vertical thick dashed purple line.
Figure 12.45
Sales 2019 Chart
A chart with a light blue background has three vertical wide blue bars, a vertical skinny tall black bar, and a short skinny gray bar. On the left the y-axis is labeled 0K at the bottom with labels to the top and the last label is 6K. Along the bottom of the bars are the labels East, South, and West. A transparent box with a gray outline is on top of the chart and the left side has a vertical dashed thick red line.
Figure 12.46
Pink Axis Ruler on the Dashboard
A chart with a light blue background has three vertical wide blue bars, a vertical skinny tall black bar, and a short skinny black bar. On the left the y-axis is labeled 0K at the bottom with labels to the top and the last label is 6K. Along the bottom of the bars are the labels East, South, and West. On the left side of the first bar there is a vertical dashed thick red line.
Figure 12.47
The Chart Without the Vertical Axis Ruler
A chart with a light blue background has three vertical wide blue bars, a vertical skinny tall black bar, and a short skinny black bar. On the left the y-axis is labeled 0K at the bottom with labels to the top and the last label is 6K. Along the bottom of the bars are the labels East, South, and West.
Figure 12.48
Formatting the Segment Field
A white panel with the title Format Segment has several icons below. Below that are two tabs labeled Header and Pane and the Header tab is bold with a blue highlight. Below there are several drop down list boxes.
Figure 12.49
Resizing the Axis Height
There are three rows of percentage numbers in orange and on the left there are three black vertical lines. Along the bottom there is an x-axis labeled with percentage numbers and shaded in blue. A thick vertical double arrow is on top of the axis between the axis and numbers.
Figure 12.50
The Axis Tab: Scale, Numbers
A box in the left is titled Format SUM(Sales) with several icons below. Below that are two tabs labeled Axis and Pane and the Axis tab has a blue highlight. Below there is a section with the bold label Scale. At the bottom there are three drop down list boxes labeled Ticks, Numbers and Alignment. On the right there is a chart with a y-axis highlighted in blue, and a black pointer arrow on top.
Figure 12.51
Formatting Numbers
A box in the left is titled Format SUM(Sales) with several icons below. Below that are two tabs labeled Axis and Pane and the Axis tab has a blue highlight. Below there are three sections with bold labels of Default, Scale, and Title. At the bottom there are several drop down list boxes and under Scale the list box labeled Numbers is in bold.
Figure 12.52
Dollars in the Bottom Axis
A chart with five rows and text on the left. On the right there are blue bars with numbers on the right. Below there is an x-axis with numbers and the Dollar Sign symbol.
Figure 12.54
Positive and Negative Formatting
There are two white boxes with a gray outlined labeled Positive and Negative. Between the columns there are two semi-colons. Below the titles there are expressions with dollar signs in quotes, pound signs with commas and zeros with a decimal point. The expression on the right begins with a dash.
Figure 12.55
Custom Number Formats
A box in the left is titled Format SUM(Sales) with several icons below. Below that are two tabs labeled Axis and Pane and the Pane tab has a gray highlight. Below there are two sections with bold labels of Default and Totals. Under the drop-down list box labeled Numbers there is another box on top. On the left there is a white box with several rows of text and the bottom row labeled Custom has a blue highlight. On the right there is a box under the title Custom, Format with a formula of dollar signs, pound signs, numbers, and arrows.
Figure 12.56
Zero Formatting
On the left there is a white box with several rows of text. The bottom row is labeled Custom and highlighted in blue. In the top right the title Custom is above a label Format: with a white rectangle below with an expression with dollar signs in quotes, pound signs with commas and zeros with a decimal point. The expression is broken into three sections by two semi-colons.
Figure 12.57
Zero Formatted as N/A
A text chart with three rows and two columns. The first column header is Product Name and there is text below. The second column has amounts and the first row is N/A for the zero amount.
Figure 12.58
The Drop-Down for Fields
On the left a white panel with the title Format Measure Names has several icons below. Below that are two tabs labeled Header and Pane and the Header tab is bold with a blue highlight. On the right side of the icon row there is a drop-down labeled Fields with a gray box below with several text values for field names. There is a dashed red box around the field % of Total SUM(Discount). On the right there is a text chart.
Figure 12.59
The Format Numbers Drop-Down Box
A box in the left is titled Format % of Total SUM(Discount) with several icons below. Below that are two tabs labeled Axis and Pane and the Pane tab has a blue highlight. Below there is a section labeled Default and under that a drop-down list box labeled Numbers. A box is overlaid on top. On the left there is a white box with several rows of text and the row labeled Percentage is highlighted in blue. On the right there is a box under the title Percentage, and the text Decimal places. A drop-down box has the number zero.
Figure 12.60
Add Symbols to the Numbers Format Expression
A box in the left is titled Format SUM(Arrows) with several icons below. Below that are two tabs labeled Axis and Pane and the Pane tab has a gray highlight. Below there are two sections with bold labels of Default and Totals. Under the drop-down list box labeled Numbers there is another box on top. On the left there is a white box with several rows of text and the bottom row labeled Custom has a blue highlight. On the right there is a box under the title Custom, Format with a formula of pound signs, numbers, and arrows.
Figure 12.61
Custom Format with Arrows
A box in the left is titled Format SUM(Arrows) with several icons below. Below that are two tabs labeled Axis and Pane and the Pane tab has a gray highlight. Below there are three sections with bold labels of Default and Totals., and Grand Totals. Under the drop-down list box labeled Numbers there is another box on top. On the left there is a white box with several rows of text and the bottom row labeled Custom has a blue highlight. On the right there is a box under the title Custom, Format with a formula with arrow symbols
Figure 12.62
Arrows on the View
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two green rectangles with white labels. At the top of the image there is a white rectangles labeled Rows with a blue rectangle on the right with white text. In the bottom right area there is one row with the header 3M Strips on the left and on the right a down arrow with a number.
Figure 12.63
Edit Label
white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 9 and a blue drop-down arrow on the right. Below the toolbar is a white box with text.
Figure 12.64
Arrow Indicators
On the left there is a white labeled Marks at the top with a box below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. Below that are three blue and green rectangles. On the top right there are two white rectangles. The top rectangle is labeled Columns on the left and has a blue and a green rectangle with white text on the right. On the bottom right there is one row with seven columns and each has a circle, up arrow, or down arrow with a number on the right. The columns are labeled with months.
Figure 12.65
Move Marks to the Front
A vertical blue bar chart with four bars labeled with year headers at the bottom. On the left the x-axis is numbers and is highlighted in blue. A gray box is overlaid on top of the chart and has several rows of text divided by horizontal gray lines. In the middle the text Move marks to front is highlighted in blue and there is a small black arrow on top.
Figure 12.66
Resize Column Widths
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below a text chart has three columns and there are year headers at the bottom of the two number columns on the right. The year headers have a transparent box and small green corners. A horizontal black double arrow is in the bottom right corner.
Figure 12.67
Resize the Column Width
Along the top of the image there is a row of icons and in the middle there is a drop-down box labeled Fit Height. A red row points from the chart below to the box. A horizontal blue bar chart with several rows of bars is below with text labels to the left of each row. On the right side of the chart there is a black horizontal double arrow
Figure 12.68
Double Arrow in Axis
A vertical stacked bar chart with multiple colors has month headers at the bottom of the bars. A red arrow points from the top right to the bottom left side of the headers and there is a horizontal double arrow between January and February. The double arrow has a yellow highlight box.
Figure 12.69
Comparing Default Properties on Dimension or Measure Fields
There are two side-by-side white boxes outlined in thick black lines. On the left side of the left box there is a vertical list of text field names with small icons to the left of each row. At the top the first row has a blue highlight. The right box is similar. except the first row is highlighted in green. Each box has a gray vertical box with many rows of text divided by light gray lines and near the bottom the choice Default Properties is highlighted in blue. There is another smaller gray box on the bottom right of each black box with several rows of text.
Figure 12.70
Worksheet Title
A box titled Format title and Caption with a small x on the right side. Below there are two sections labeled Title and Caption. Each section has a drop down for Shading and Border.
Figure 12.71
A Text Table With Overlapping Marks
A text chart with overlapping text marks. Along the bottom there are date headers
Figure 12.72
Show Sort Controls
A gray box has three tabs at the top labeled Worksheet, Dashboard and story, and worksheet is highlighted in gray. Below there are several rows of text separated by gray horizontal lines. At the bottom there is a check box to the left of the text Show the Sort Control
Figure 12.73
Format Measure Names Pane
On the left a white panel with the title Format Measure Names has several icons below. Below that are two tabs labeled Header and Pane and the Header tab is bold with a light gray highlight. Below there are two drop down list boxes and the Alignment label is bold. There is a small pop-up window on top with options for Horizontal and Vertical alignment. A red arrow points to the bottom left icon.
Figure 12.74
Headings Not Aligned
A dashboard has four columns representing four charts with symbols in the first column and text in the three columns on the right. Each column has a header label and a gray dividing line between the header and the data below. The second column header and dividing line and slightly below the other column headers.
Figure 12.75
Marks
A chart with two blue vertical bars. On the left the y-axis is labeled 0, 10, 20. On the bottom of the two bars there are headers 2020 and 2023.
Figure 12.76
Order Date and Sales Fields
On the left there is a white labeled Marks at the top with a box below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the top right there are two white rectangles. The top rectangle is labeled Columns on the left and a blue rectangle with white text is on the right. On the bottom right there is one row with seven columns of numbers. The columns are labeled with months.
Figure 12.77
A Calculated Fied Named Placeholder
A white box with a small rectangle in the top left corner and the label Placeholder inside. Below the title is a white area with an expression for a calculated field with the MIN(1) function.
Figure 12.78
Add the Placeholder Field to the Columns Shelf
On the left there is a white labeled Marks at the top with a box below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the top right there are two white rectangles. The top rectangle is labeled Columns on the left and a blue and a green rectangle with white text on the right. On the bottom right there is one row with seven panes and each has a blue bar with a number on the right. The columns are labeled with months, and the bottom of each pane has numbers and an x-axis. Below that the word Placeholder. is in each pane.
Figure 12.79
Turn off Show Header
On the left there is a white labeled Marks at the top with a box below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the top right there are two white rectangles. The top rectangle is labeled Columns on the left and a blue and a green rectangle with white text is on the right. On the bottom right there is one row with seven panes and each has a blue bar with a number on the right. The columns are labeled with months.
Figure 12.80
Decorative
Decorative
Figure 12.81
The Calculated Field Compare to Last Month
A white box with a small rectangle in the top left corner and the label Compare to last month inside. Below the title is a white area with an expression for a calculated field with the LOOKUP() function.
Figure 12.82
The Edit Shape Dialog Window
A gray box with the title Edit Shape. On the left below Select Data Item: there is a white box with three rows. The first row has a small black circle on the left and the label Null on the right. The second row is a down arrow and the label Down, The last row is an up arrow shape and the text Up. On the right below Select Data Palette: there is a white box drop down box labeled Filled. .To the right of the label is a blue square with an arrow pointing down. Below the box is a white rectangle with several black symbols.. In the bottom right there are two white rectangle buttons that say Assign Palette and Reload Shapes.
Figure 12.83
The Edit Colors Dialog Window
A gray box with the title Edit Colors [Compare to Last Month]. On the left a white box with the label Select Data Item has three rows of text and tiny colored squares to the left of the text. On the right below Select Color Palette: there is a white drop-down box and the text inside is Automatic. On the right there is a blue square with an arrow pointing down. Below the box is a white square with two columns of three rows each with colored squares.
Figure 12.84
Title Colors Match Marks and Reference Line
A white box has the title Sales Comparison - This year to last year with different colors. Below there are three blue horizontal bar lines and the bottom two lines have two light blue and medium blue highlights behind the bars. There is a vertical red line on the bottom two bars at different locations.
Figure 12.85
Trend Line Options
A white box is titled Trend Line Options and has three vertical sections labeled with bold text: Model Type, Factors, and Options. There are five radial buttons below Model Type and Linear has a black circle inside the radial button. The Factors section has a white box that is blank. A red arrow points down to the checkboxes in the Options section and there is a check mark in the box labeled Allow a trend line per color.

Chapter 13: Labeling & Text

Figure 13.1
Mark Labels on Bars
Green vertical bars with red rectangles on top and number Labels on the bars.
Figure 13.2
Stack Marks Off
Green vertical bars with red rectangles at the bottom and number Labels on the bars.
Figure 13.3
Empty Text Box
in the middle of the image titled Show mark labels has a small blue box on the left with a white checkmark. Below that is a section titled Label Appearance and below that is an empty white box and a label to the left of Text:.
Figure 13.4
All marks
A chart with two lines made up of many circles and labels with fruit names.
Figure 13.5
Always Show
On the right there is a chart with two lines made up of many circles and labels with fruit names.. On the left there is a gray box with several rows of text and a blue rectangle behind the text Mark Label. Another small gray rectangle to the right has a blue rectangle behind the text Always Show.
Figure 13.6
A Selected Mark
A chart with a red line made up of many circles and the label Apple. An icon with a plus shape and arrows point outward is on the right. To the left of the icon there is a tiny diamond shape.
Figure 13.7
Mark Labels at Line Ends
An orange horizontal line with peaks and valleys and numbers at the beginning and end of the line
Figure 13.8
Measure Names as Labels
A red line and a green line on a chart with years along the bottom. Each line has a text label.
Figure 13.9
The Highlight
A highlight table with three rows of text and six columns with various green colors behind each number.
Figure 13.10
Month of Order Date
A blue line chart with dates along the bottom at six month intervals.
Figure 13.11
Independent Axis Setting
A white box with the title Edit Axis [Sales]. There are two boxes below labeled General and Tick Marks. In the bottom there are four radial buttons and on the right one small check box labeled Include zero. The radial button Independent axis ranges for each row or column is selected.
Figure 13.12
Independent Axis Example
Two charts with vertical blue bars in three horizontal panes. The chart on the left has the same range for all axes and the chart on the right has independent ranges for each axis in each pane.
Figure 13.13
Continuous Date Axis
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Green rectangles with white text are on the right. A chart with vertical blue lines labeled with month headers.
Figure 13.14
Rotate Labels
A blue horizontal line with peaks and valleys. At the bottom there are month names and the month label Mar has a gray box to the right and slightly below. There are several rows of text and a check mark to the left of the Show Header text.
Figure 13.15
Hide Field Labels
A green line with peaks and valleys and the title Order Date. On the left there is a vertical axis with numbers. There is a small gray box on the right side of the title area with four rows of text. The bottom row of text is Hide Field Labels for Columns
Figure 13.16
Format Field Labels
Several rows of drop down list boxes and the title Format Field Labels.
Figure 13.17
Heading for Text Tile Field
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the top right there are two white rectangles. The top rectangle is labeled Columns on the left. The bottom one is labeled Rows and a blue rectangle with a white label Fruit is on the right. Below a text chart has three rows and two columns. The left column is titled Fruit.
Figure 13.18
Hide Field Labels
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the top right there are two white rectangles. The top rectangle is labeled Columns on the left. The bottom one is labeled Rows and there are blue rectangles with a white text on the right. Below there is a text chart with two columns and three rows of text.
Figure 13.19
Worksheet Titles
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. In the top right there are two white rectangles. The top rectangle is labeled Columns on the left. The bottom one is labeled Rows. In the bottom right corner there is a white box with the title Sales and a date. Below the title is a number.
Figure 13.20
Erase all text in the Edit Label Box
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. One square is labeled Text and a red arrow points to a white box below. There is a drop Dow box labeled SUM(Sales) in the drop down box and below that another drop down box labeled Automatic. At the bottom of the image a gray box is labeled Edit Label and there is a white box below.
Figure 13.21
Edit Label
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. One square is labeled Text and a red arrow points to a white box below. There is a drop down box labeled SUM(Sales) in the drop down box and below that another drop down box labeled Automatic. At the bottom of the image a gray box is labeled Edit Label and there is a white box below. The white box has text with a field name
Figure 13.22
Stepped Color and Separate Legends
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. Below there are two green rectangles labeled Measure Values. The first green rectangle has a small color circle icon on the left and the second has a small icon labeled T. On the right there is a text chart with six rows of text and three columns. On the far right there are two color legends.
Figure 13.23
A Bar Chart With Yellow Diamonds
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Shape and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the bottom right there are horizontal blue bars.
Figure 13.24
The Calculated Field Color Top 3
A white box with a rectangle in the top left labeled Color Top 3. There is text in a white box below. with the RANK function.
Figure 13.25
The Edit Shape Dialog Window
A gray box with the title Edit Shape[Color Top 3]. On the left below the heading Select Data Item: there is a white box with the text Top 3 and a yellow diamond to the left. On the right below Select Data Shape: there is a white box with a drop down box labeled Custom .To the right of the label is a small blue square with an arrow pointing down. Below the box is a white rectangle.. In the bottom right there are two white rectangle buttons that say Assign Palette and Reload Shapes.
Figure 13.26
The Edit Shape Dialog Window
A gray box with the title Edit Shape[Color Top 3]. On the left below the heading Select Data Item: there is a white box with the text Top 3 and a yellow diamond to the left. On the right below Select Data Shape: there is a white box with a drop down box labeled Custom .To the right of the label is a small blue square with an arrow pointing down. Below the box is a white rectangle with a yellow diamond shape.. In the bottom right there are two white rectangle buttons that say Assign Palette and Reload Shapes.
Figure 13.27
The Calculated Field Diamond Placement
A white box with a rectangle in the top left labeled Diamond Placement. There is text in a white box below. with an expression.
Figure 13.28
The Axis Context Menu
On the left a gray box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Shape and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the bottom right there are horizontal blue bars. On top there is a gray box with several lines of text. A blue box is behind the text labeled Synchronize Axis
Figure 13.29
Annotate a Mark
There are two charts on the left and right with a black horizontal line with blue circles. On the left chart there is a gray rectangle with several rows of text and the word Annotate with a blue background.
Figure 13.30
Annotate an Area
An orange polygon shape with peaks and valleys and the text annotation Covid in the middle of a vertical light orange bar.
Figure 13.31
Placeholder Field to add a Label on the Canvas
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and there are two blue rectangles on the right. Below the rectangle is labeled Rows on the left and a blue rectangle with white text on the right. The first blue rectangle has a white text label "Look at this". Below there is a three row text chart with five columns.

Chapter 14: Dashboards

Figure 14.1
Selected Sheet in the Dashboard Pane
Three rows of text with the title Sheets. The second row has a light gray background and two icons on the right. The first icon is a curved line with arrows on each end.
Figure 14.2
Object Menu in Item Hierarchy
Several rows of text with the title Item Hierarchy. A gray box on the bottom right also has several rows of text.
Figure 14.3
Decorative
Decorative
Figure 14.4
Dashboard Padding
On the left there is a white box and the title Border. Below is a blue line in a drop down list box. Below that a section labeled Background has a light blue circle on the right and the text 100% on the left. Below that are two sections labeled Outer Padding and Inner Padding. On the right there are several rectangles with white, blue, dark blue, and black fills.
Figure 14.5
Tiled Dashboard Objects
On the left there is a white box with two tabs at the top labeled Dashboard and Layout. Below there are several rows of text. On the right there are two charts. The top chart has three blue vertical bars. The bottom chart has a blue shape and numbers on the left.
Figure 14.6
Objects Inside a Container
On the left there is a white box with two tabs at the top labeled Dashboard and Layout. Below there are several rows of text. On the right there are two charts. The top chart has three blue vertical bars. The bottom chart has a light blue shape and numbers on the left.
Figure 14.7
Dashboard KPI Template
On the left there are many rows of text. On the right there are six boxes with rectangles and labeled boxes inside each.
Figure 14.8
Link to a Web Page URL
A white box titled Edit Image Object. Below there are two rectangles labeled Insert Image File on the left and Link to Image on the right. Below on the right there is a button labeled Choose. Below that are two check boxes. At the very bottom there is a box with a text URL.
Figure 14.9
Link to an Email Address
A white box titled Edit Image Object. Below there are two rectangles labeled Insert Image File on the left and Link to Image on the right. Below on the right there is a button labeled Choose. Below that are two check boxes. At the very bottom there is a box with a mailto URL. A mailto email link in an image object
Figure 14.10
Navigation Button
A white box titled Edit Button. Below there is a label Navigate to and a drop down list box with the label None. The next row has two radial buttons. The bottom half of the image has several drop down list boxes and text boxes.
Figure 14.100
Size Options
The Dashboard panel Size drop-down list
Figure 14.101
The Layout Pane
The left side of the image is labeled Story and Layout at the top, and there is an arrow below Layout. There are four radial buttons below with the heading Navigator Style. On the right there are three vertical blue bars in the chart with a gray box with the text Add a caption.
Figure 14.102
A Story Text Object
The image has a line in the middle dividing the left pane from the chart on the right. There are three vertical blue bars in the chart with a box around green text that says Sales are up. The left side the title is Story and Layout and below that is the text New story point. There are two rows of text below and a red arrow pointing from the Drag to add text label to the Sales are up box.
Figure 14.11
A Download Button
A white box titled Edit Button. Below there is a label Navigate to and a drop down list box with the label Crosstab. The next row has two radial buttons. The bottom half of the image has several drop down list boxes and text boxes.
Figure 14.12
Copy a Dashboard Item
On the left there is a pane titled Dashboard and Layout. In the middle there is a blue rectangle with a dark gray bounding box with a drop down arrow. Below the arrow is a gray box with several rows of text, and an arrow pointing to Copy Dashboard Item.
Figure 14.13
Select the Container
A white rectangle outlined with blue. On the left there are several boxes with text. Two vertical dashed lines are on the rise side of the rectangle.
Figure 14.14
Object Menu
An area chart with a blue triangle shape has a dark gray bounding box with a drop down arrow w in the top right arrow. Below the arrow is a gray box with several rows of text.
Figure 14.15
A Dashboard With a Bar Chart and an Area Chart
A blue bar chart above and an light gray shape chart below that is wider.
Figure 14.16
The Toolbar With the Fit Drop-Down Menu
A blue bar chart with a dark gray outline. The toolbar at the top has a drop-down menu with the text Standard highlighted in gray.
Figure 14.17
A Blank Object Selected on a Dashboard
On the left there is a pane titled Dashboard and Layout. In the middle there is a blue bar chart above and an light gray shape chart below that is wider.. On the right there is a blank rectangle outlined in dark gray.
Figure 14.18
Filter Action
A white box with the title Edit Filter Action and a light gray background. Below the title the bold title Name has a white rectangle below labeled Filter 1(generated). Below the Name area there are two sections and each section has two white boxes on the left and radial buttons on the right. The top section is labeled Source Sheets and the bottom section is labeled Target Sheets. At the bottom of the image there is a section titled Filter with two radial buttons below, All fields and Selected fields. A table of three columns is below with two rows of text and check boxes on the left of each row.
Figure 14.19
Apply Filter to Worksheets
A gray box titled Apply a Filter to Worksheets. Below a yellow rectangle has the text Enter search text. At the bottom there are four rows of text in two columns.. In the bottom left there is a button labeled All on dashboard.
Figure 14.20
The Dashboard Menu
A gray box with four menu items across the top labeled Dashboard, Story, Analysis, and Map Format. Below the title Dashboard there are several rows of text and the text Export Image highlighted in blue..
Figure 14.21
The Object Menu With Hide Field Labels for Rows Selected
A gray box has several rows of text. At the bottom the Hide Field Labels for Rows is highlighted in blue.
Figure 14.22
Sheet Selection Dashboard
There are four blue bars with numbers in the left vertical axis and text below each bar. On the far right there are two radial buttons labeled Sales and Profit.
Figure 14.23
The Edit Parameter Window
A white box with the title Edit Parameter [pSelect a Sheet]. Below the title the bold label Name has a white rectangle below labeled pSelect a Sheet. Below that are four drop down list choices with three radial buttons below that. At the bottom are text columns on the left and radial buttons on the right.
Figure 14.24
A Calculated Field With a Parameter Expression
A white box with a rectangle in the top left labeled Sheet Calc. There is purple text in a white box below that says pSelect a Sheet. In the bottom right corner there are two buttons labeled Apply and OK.
Figure 14.25
The Custom Value List Filter Option
A gray box with the title Filter[Sheet Calc]. There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The second radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Enter Text to Search or Add. Below that are several rows of data with small white boxes on the left. The bottom of the gray box has five rows of text with labels on the left and data on the right. The first row is Field: [Sheet Calc].
Figure 14.26
Click the Plus Symbol to Add the Text
A gray box with the title Filter[Sheet Calc]. There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The second radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Sales. There is a plus symbol on the right side of the yellow bar.
Figure 14.27
The Completed Sales Filter
On the left there is a white box titled Filters with a blue rectangle with white text. At the top right there are two white rectangles. The top rectangle is labeled Columns on the left with a blue rectangle on the right labeled Region. Below the white rectangle is labeled Rows on the left and there is a green rectangle on the right labeled Sum(Sales). The bottom right corner of the screen is a light gray box labeled Filter [Sheet Calc]. There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The second radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Enter Text to search or add. Below that is the text Sales. The bottom of the gray box has five rows of text with labels on the left and data on the right. The first row is Field: [Sheet Calc.]
Figure 14.28
The Completed Profit Filter
The bottom right corner of the screen is a light gray box labeled Filter [Sheet Calc]. There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The second radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Enter Text to search or add. Below that is the text Profit.
Figure 14.29
Two Floating Charts on a Dashboard
A green vertical bar chart below a blue vertical bar chart.
Figure 14.30
The Profit Worksheet
On the left there is a white box titled Filters with a blue rectangle with white text. At the top right there are two white rectangles. The top rectangle is labeled Columns on the left with a blue rectangle on the right labeled Region. Below the white rectangle is labeled Rows on the left and there is a green rectangle on the right labeled Sum(Profit). The bottom right corner of the screen is a drop down box labeled p.Select a Sheet. There are two radial buttons below. labeled Sales and Profit. To the left there are four light green vertical bars.
Figure 14.31
The Sales Worksheet
On the left there is a white box titled Filters with a blue rectangle with white text. At the top right there are two white rectangles. The top rectangle is labeled Columns on the left with a blue rectangle on the right labeled Region. Below the white rectangle is labeled Rows on the left and there is a green rectangle on the right labeled Sum(Sales). The bottom right corner of the screen is a drop down box labeled p.Select a Sheet. There are two radial buttons below. labeled Sales and Profit. To the left there are four light blue vertical bars.
Figure 14.32
Editing the Parameter
At the top of a white box the title is Edit Parameter [Hide zone with parameter], Below the title the bold title Name has a white rectangle below labeled Hide zone with parameter. Below that are two drop down list boxes with two radial buttons below that. At the bottom are text columns on the left and a drop down list box on the right. In the bottom right a section labeled Aliases has two rows labeled True and False. Hide zone with parameter
Figure 14.33
The Calc Field With the TRUE Expression
A white box with a rectangle in the top left labeled Calc for dynamic zone. There is text in a white box below that says TRUE in all capitals.
Figure 14.34
The Worksheet Context Menu on a Dashboard
On the left there are three horizontal blue bars with text to the left and a dark gray box around the chart. In the top right corner of the box there are four icons and a funnel icon is highlighted in yellow. A gray box below has several lines of text and the text Use as Filter has a blue background and is also highlighted in yellow.
Figure 14.35
On the Dashboard the Chart on the Right is Selected
On the left there is a white box and the titled Dashboard and Layout. Below a section titled Selected Item has three check boxes and Show title and Control visibility using value are checked. A drop down list box below is labeled Hide zone with parameter. In the middle of the image there are three horizontal blue bars with text on the left. On the far right there are three columns and many rows of text. Layout pane
Figure 14.36
Create a Parameter Dashboard Action
At the top of a white box the title is Edit Parameter Action. Below the title the bold title Name has a white rectangle below labeled Dynamic Zone Action. Below that is a drop-down list .labeled Dashboard 1. In the middle is a white rectangle with two rows of text with small check boxes on the left. On the right there are choices with three radial buttons. The bottom of the image has three drop-down list boxes and two radial buttons on the right.
Figure 14.37
The Actions Window for the Dashboard
A light gray box titled Actions. Below that the title Show actions for is above two radial buttons. The first radial button has a black inner circle and is labeled This workbook. The other radial button is white with the label This sheet. A light gray box with four columns and two rows of text below. In the bottom left corner of the image there is a button labeled Add Action with a drop-down arrow on the right side.
Figure 14.38
Sales by Category Worksheet
On the left there is a chart with horizontal blue bars. On the right there is a light blue box with a drop down labeled Hide zone with parameter and the text is False.
Figure 14.39
Sub Category Sales Worksheet
On the left there is a chart with horizontal blue bars. Two bars are light blue and one is darker blue with a black arrow pointing to the bar. In the middle there is a text chart with three columns and four rows. On the right there is a light blue box with a drop down labeled Hide zone with parameter and the text is False.
Figure 14.40
The Sales Worksheet
In the top right a white box labeled marks has a drop down list box below labeled Automatic. Below the box are five small squares in two rows with icons and text. The bottom left square is labeled Detail with an icon with a black circle and three white circles below. Below the icons there is a green rectangle with an icon of four colored circles on the left. Below that is a blue rectangle labeled region and on the left is the icon with black circle and three white circles. Another blue rectangle is below with a chat icon. In the bottom right there is a chart with several horizontal bars in different shades of blue.
Figure 14.41
The Custom Shapes Calculated Field
A white box with a rectangle in the top left labeled Custom Shapes. There is purple text in a white box below with an expression that creates a string with the parameter and region fields.
Figure 14.42
The Calculated Field Test
A white box with a rectangle in the top left labeled test. There is purple and orange text in a white box below.
Figure 14.43
The Buttons Worksheet
In the top left a white box labeled marks has a drop down box below with the text Shape Below the box are six small squares with icons. On the right there is a white box titled Horizontal Radial Buttons and four circles below labeled Central, East, South, and West. On the far right there is a white box with four rows of radial buttons. In the bottom right there is a box labeled Region Parameter with a drop down box below labeled Central.
Figure 14.44
The Region Parameter
A white box with the title Edit Parameter [Region Parameter]. Below the title the bold label Name has a white rectangle below labeled Region Parameter. Below that are four drop down list choices with three radial buttons below that. The middle radial button List is selected. At the bottom are four rows of text columns on the left and radial buttons on the right. The text labels are Central, East, South, and West.
Figure 14.45
Editing Shapes
A gray rectangle titled Edit Shape [Custom Shapes] with the four rows of text in the white box on the left.. The last row has a small white circle with a blue check mark inside on the left and the label Null on the right. The second row is a down arrow and the label tCentral. On the right below Select Shape Palette: there is a white box drop down box labeled Office Shapes..To the right of the label is a blue square with an arrow pointing down. Below the box is a white rectangle with several icons. In the bottom right there are two white rectangle buttons that say Assign Palette and Reload Shapes.
Figure 14.46
The Region Parameter Control
There is a white box titled Horizontal Radial Buttons on the left and four shapes below labeled Central, East, South, and West. On the right there is a box labeled Region Parameter with a drop down box below labeled South.
Figure 14.47
The Calculated Field Sales by Region Parameter
A white box with a rectangle in the top left labeled ales by Region Parameter. There is an expression with black, blue, purple and orange text in a white box below.
Figure 14.48
The Dashboard with the Sales Chart Below and the Buttons Worksheet Above
A chart with various shades of horizontal blue lines and text on the left. On the bottom here are numbers along the x-axis. At the top of the image there are four labeled circles and the one on the right labeled West has a blue check mark inside the circle. On the far right a drop-down list box labeled Region Parameter has the text West inside.
Figure 14.49
The String Values
In the top left there is a white box labeled marks and below there is a drop down box with the text Automatic. Below the box are five small squares with icons. Below the icons there is a blue rectangle with a white label that is a formula using the Str function. On the left side of the rectangle there is a small square icon with the letter T inside. On the right side of the image there is a white chart area with the letters f and t.
Figure 14.50
The Sheets Data Source Table
In the top left corner of the image there is a small cylinder icon with the label Sheets on the right side. Below that there is a box that says Sheets. Below that there is a drop down list box that says Sheets. The bottom of the image is two columns of text with a row of headers and two rows below with the text Managers and Regions.
Figure 14.51
The Calculated Field Custom Shapes
A white box with a rectangle in the top left labeled Custom Shapes . There is blue, purple, and orange text in a white box below with an expression that creates a string.
Figure 14.52
The Parameter Control on the Right
In the middle of the image a white box is titled Buttons. At the top of the image there are two labeled circles and the one on the left labeled Managers has a blue check mark inside the circle. On the far right a drop-down list box labeled Select Mgrs or Regions.p and the text Managers inside the white box.
Figure 14.53
The Buttons Worksheet
In the middle of the image a white box is titled Buttons. Below there is a white box there are two labeled circles. The one on the left is labeled Managers and the one on the right is labeled Regions with a blue check mark inside the circle. On the far right a drop-down list box labeled Custom Shapes and the text tRegions has a check mark on the left.
Figure 14.54
The Edit Parameter Dialog Box
At the top of a white box the title is Edit Parameter [Managers or Regions Parameter.p], Below the title the bold title Name has a white rectangle below labeled Select Mgrs or Regions.p. Below that are four drop down list boxes with two radial buttons below that. At the bottom are text columns on the left and a drop down list box on the right. In the bottom right a section labeled Value has two rows labeled Managers and Regions.
Figure 14.55
The Calculated Field Select Sheet
A white box with a rectangle in the top left labeled Select sheet. There is blue, purple, and orange text in a white box below with an expression that creates a string.
Figure 14.56
The Filter Dialog Box
There is a light gray box labeled Filter [Sheet Select]. There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The second radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Enter Text to search or add. Below that is the text Regions. The bottom of the gray box has five rows and the first is labeled Field: [Select sheet].
Figure 14.57
The Regions Worksheet
In the bottom left corner there is a white box labeled Filters that has a blue rectangle labeled Select sheet: Regions. On the right there are four vertical blue vars with text labels below. On the left there is a y-axis of numbers.
Figure 14.58
The Layout Pane
There is a white box with two tabs at the top labeled Dashboard and Layout. Below there are two sections with bolt Titles of Selected item and Item hierarchy. Under Item hierarchy there are several rows of indented text.
Figure 14.59
The Objects on the Dashboard
At the top there is a horizontal row of icons. On the left there is a white box with two tabs at the top labeled Dashboard and Layout. Below there are four sections and the bottom section is labeled Item Hierarchy and has several rows of text. below On the right there is a chart with a yellow background. Near the top of the yellow square is a white rectangle with two radial and four horizontal blue bars with text on the left.
Figure 14.60
The Managers Worksheet at the Top of the Dashboard
On the left there is a white box with two tabs at the top labeled Dashboard and Layout. Below there are several rows of text. On the right there is a chart with four horizontal blue bars with texton the left. At the top there are two circles labeled Managers and Regions. There is a circle below managers with a blue check mark.
Figure 14.61
The Regions Worksheet
At the top of the view there are two radial buttons for Managers and Regions. Below are four vertical blue vars with text labels below. On the left there is a y-axis of numbers.
Figure 14.62
The Sales Worksheet
A chart with vertical blue lines on the left. On the right there are nine rows of checkboxes labeled with years or color names.
Figure 14.63
The Labeled Finished Dashboard
A chart with vertical blue lines on the left. ON the right there are nine rows of checkboxes with a yellow background. In the top left area there are five rows of text.
Figure 14.64
The Filters Container is Hidden
A chart with vertical blue lines and a small funnel in the top right corner
Figure 14.65
The Object Menu for a Dashboard Worksheet Object
On the left side there are nine rows of check boxes and a dark dray outline around the top right corner of the box. A light gray box is below the drop down arrow and has many rows of text. Near the bottom of the gray box the text Select container: Vertical Container is highlighted in blue.
Figure 14.66
The Filters Container Selected in the Item Hierarchy
There is a white box on the left titled Dashboard and Layout. Layout is bold and there are two white boxes below labeled w and h. Below that are several lines of text and icons. In the bottom left there is a section titled Item hierarchy with several rows of text with icons to the left of each row. The text Filters is highlighted in gray and there is a small gray box to the right and below.
Figure 14.67
A Blue Bounding Box Around the Floating Container
There is a blue vertical bar on the left. A white box outlined in blue is overlaid on top of the bar and has eleven rows of check boxes. In the top right area there are three blue icons and the bottom icon is a down arrow pointing to a light gray box. The gray box has several rows of text and the fourth row is highlighted in blue and says Floating. The fifth row of text says Fix Width and there is a check mark on the left.
Figure 14.68
The Floating Container on the Right
There are six vertical blue bars with labels under each bar. In the top right there is a box outlined in blue with text checkboxes. The bars below are visible through the transparent bo that is above the main chart.
Figure 14.69
The Dashboard With the Floating Container
There are six vertical blue bars with labels under each bar. In the top right there is a box with a yellow background and two white rectangles inside with checkboxes. There is a large X in the top left corner of the yellow rectangle.
Figure 14.70
The Context Menu for the Show/Hide Button
In the middle area at the top there is a small white box with an X inside and it is outlined in dark gray with a down arrow pointing to a gray box below. The gray box has several rows of text and the second row is highlighted in blue and says Hide (Alt+click). The fourth row of text says Floating and there is a check mark on the left.
Figure 14.71
Hide the Filter Container
On the left there are six vertical blue bars with text below each bar. In the top right there is a small white box outlined in dark gray with a down arrow pointing to a gray box below. The gray box has several rows of text and the second row is highlighted in blue and says Hide (Alt+click).
Figure 14.72
The Dashboard Objects
There are three horizontal blue bars at the bottom of the chart. A yellow box appears to be floating above the top bar and above that two whie boxes with check marks appear to be floating on top of the image.
Figure 14.73
The Dashboard With a Clear all Filters Button
There are six vertical blue bars with labels under each bar. On the right there are rows of checkboxes and text and a blue rectangle at the bottom labeled Clear all filters.
Figure 14.74
The Select All Filters Worksheet
On the left side of the image there is a white box with the text labels Data and Analytics. Below there are several rows of text and a blue rectangel behind the text Select All Filters. On the right there is a gray box titled Marks and below is a drop down box with the text Automatic. Below the box are five small squares with icons. Below the icons is a blue rectangle that says ATTR(Select All Filters). On the right there is a blue box and a title in white that says Selet all filters.
Figure 14.75
The Filters Container With a Blue Bounding Box
A white box on the left has the titles Dashboard and Layout. Below there are several rows of text indented in a hierarchy. There are two red arrows pointing to the Layout title and the text below labeled Vertical container. has a gray background. A chart with vertical blue lines is in the middle On the right there are nine rows of checkboxes labeled with years or color names.
Figure 14.76
The Edit Filter Action Dialog Window
A white box with the title Edit Filter Action and a light gray background. Below the title the bold title Name has a white rectangle below labeled Select All Dashboard Filters. Below the Name area there are two sections and each section has two white boxes on the left and radial buttons on the right. The top section is labeled Source Sheets and the bottom section is labeled Target Sheets. At the bottom of the image there is a section titled Filter with two radial buttons below, All fields and Selected fields. A table of three columns is below with two rows of text and check boxes on the left of each row.
Figure 14.77
Decorative
Decorative
Figure 14.78
The Dashboard Pane With the Section For Objects
A gray bar across the top of the image has icons that make up the toolbar. On the left side a white box is titled Dashboard in bold, and on the left the title is Layout. Below there are three sections labeled Size, Sheets, and Objects with rows of text and icons on the left of each row. In the bottom Objects section the text Vertical Container h as an orange outline. On the white there is an empty white area.
Figure 14.79
A Blue Bounding Box Around the Vertical Container
The left side of the image has two panes titled Dashboard and Layout. The Dashboard label is bold and below there is a section titled Background and another below titled Item hierarchy with three rows of text below. The first row is labeled Dashboard 1, the second row is labeled Tiled, and the third row is labeled Vertical Container. On the right side of the image there is a white box with a blue outline and two blue small icons in the top right corner. The top icon is an X and the bottom icon is a drop down arrow. Inside the box at the bottom there is text that says Drop sheets here.
Figure 14.80
The Chart on the Dashboard
The left side of the image has two panes titled Dashboard and Layout. The Dashboard label is bold and below there is a section titled Sheets with two rows of text below. The first row is labeled Chart 1 and the second row is labeled Pop-out Chart 2. On the right side there is a white box outlined in blue with a horizontal bar chart in the top half labeled Chart 1. Below there are diagonal blue lines. There is a red arrow from the second row of text on the left pointing to the bottom right area of the image with diagonal blue lines.
Figure 14.81
The Toolbar With the Drop-Down Fit Menu
A gray rectangle at the top of the image is titled Tableau - Pop out Dashboard Chart s1001. Below there is a row of icons and on the right side there is a drop-down list box with the text Standard in the box. Below the drop down list box are four rows of text with the labels standard, fit width, fit height, and entire view. Below that there is a horizontal bar chart In the middle titled Chart 1 and has a dark gray outline with several icons in the top right corner. The bottom icon is a drop down arrow.
Figure 14.82
The Fix Height Choice for a Worksheet Object
Two horizontal bar charts. The top chart is titled Chart 1 and the bottom chart is titled Pop-out Chart 2 and has a dark gray outline with several icons in the top right corner. The bottom icon is a drop down arrow pointing to a gray rectangle with several rows of text. At the bottom of the rectangle the text Fix Height is highlighted in blue.
Figure 14.83
The Add Action Drop-Down Menu
A light gray box titled Actions. Below that the title Show actions for is above two radial buttons. The first radial button has a black inner circle and is labeled This workbook. The other radial button is white with the label This sheet. A light gray box with four columns and several blank rows below. There is a white box overlaid above the first column with six rows of text and small icons to the left of each row. The first row is labeled Filter and has a light gray background.
Figure 14.84
The Edit Filter Action Dialog Window
A white box with the title Edit Filter Action and a light gray background. Below the title the bold title Name has a white rectangle below labeled Filter Pop-out Chart2. Below the Name area there are two sections and each section has two white boxes on the left and radial buttons on the right. The top section is labeled Source Sheets and the radial button on the right titled Select is selected. The bottom section is labeled Target Sheets and the radial button on the right is titled Exclude all values is selected. At the bottom of the image there is a section titled Filter with two radial buttons below, All fields and Selected fields. A table of three columns is below with two rows of text and check boxes on the left of each row.
Figure 14.85
The Calculated Field Compare to Last Year
A white box with a rectangle in the top left labeled compare to last year. In the white box below there is an expression using If then else logic.
Figure 14.86
The Marks Card with the CNT(ORDER) Field
In the top left there is a white box labeled marks and below there is a drop down box with the text Shape. Below the box are six small squares with icons. Below the icons are a green rectangle and a blue rectangle with white labels. Both rectangles have a small icon in the shape of a box with the letter T to the left of the rectangle.
Figure 14.87
The Edit Label Dialog Box
A gray box with the title Edit Label and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 9 and a blue drop-down arrow on the right. Below the toolbar is a white box with large text.
Figure 14.88
The Marks Card with Fields on Color, Shape and Text Tiles
In the top left there is a white box labeled marks and below there is a drop down box with the text Shape. Below the box are six small squares with icons. Below the icons are three blue rectangles with small icons on the left. At the bottom there is a green rectangle. The bottom two rectangles have a small icon in the shape of a box with the letter T to the left of the rectangle.
Figure 14.89
The Placeholder Field on the Columns Shelf
Two rows of text separated by gray lines. On the left the rows are labeled Columns and Rows. On the right of columns there is a green rectangles with white text that says AGG(MIN(1))
Figure 14.90
The Edit Label Dialog Boxes
On the left there is a white box titled Marks and below there is a drop down box with the text Shape. Below the box are five small squares with icons. Below and to the right of the icons there is a white box overlaid on top of the image with a blue checkbox labeled Show mark labels. There are several rows of boxes below and buttons. In the bottom right there is another box with buttons and text in four quadrants labeled Horizontal, Direction, Vertical and Wrap.
Figure 14.91
Resize the Chart With the Black Double Arrow
A chart with three columns ad four rows. The first column has dates, the second column has colored arrows, and the last column has large numbers. On the right side in the middle there is a thick double arrow.
Figure 14.92
The Edit Set Dialog Box
A gray box with the title Edit Shape{Product Name Set Unprofitable]. Below there is a white box with the text Product Name Set Unprofitable. Below the box there are three tabs labeled General, Condition, and top. Below that are two radial buttons labeled None and By field, and below that several rectangles. A formula is shown at the bottom in a white box.
Figure 14.93
Filter In/Out of Set
There is a light gray box labeled Filter [In/Out of Product Name Set Unprofitable). There are four tabs below. The first tab has a blue background and label General. The other three tabs are white with the labels Wildcard, Condition, and Top. Three radial buttons below are labeled Select from list, Custom value list, and Use All. The first radial button is blue and the others are white. Below that a white box has a light yellow rectangle at the top labeled Enter search text. Below that are two checkboxes labeled In and Out. The In box is checked. The bottom of the gray box has five rows and the first is labeled Field: [In/Out of Product Name Set Unprofitable).
Figure 14.94
The Context Filter With Show In/Out of Set
A box labeled filters has two blue rectangles and the second one has a white label Product Name Set Unprofitable. A gray box below has several rows of text and near the bottom is the text Show In/Out of Set
Figure 14.95
The Filters Shelf
A blue rectangle in a white box with the title Filters labeled IN/OUT (Product Name set Unprofitable): In.
Figure 14.96
The Calculated Field Date Lookup Filter
A white box with a white rectangle in the top left corner labeled Date Lookup Filter. In the center there is an expression with the MAX and LOOKUP functions
Figure 14.97
The Filters Shelf With the Date Lookup Filter Field
In the top left corner there is a white box titled Filters with three blue rectangles stacked vertically. The bottom rectangle is labeled Date Lookup Filter. On the right there is a white box titled Unprofitable Products and a large numeral with a green arrow pointing down.
Figure 14.98
Shape Chart
A shapes chart with arrows
Figure 14.99
Size the Story
On the left side of the image there is a white box with the headings Story and Layout at the top. There are several rows of text below and a drop down list box at the bottom right corner with three rows of text. A red arrow points to the second row that says Automatic.

Chapter 15: Interactivity

Figure 15.1
Filter
A dark gray funnel
Figure 15.2
Highlight
A highlighter pen with a horizontal black line at the bottom
Figure 15.3
Go to URL
World globe outlined in blue lines
Figure 15.4
Go to Sheet
A small white box with three vertical gray bars. In the top right corner the box is open with an arrow pointing up and to the right.
Figure 15.5
Change Parameter
Three horizontal medium gray lines. There is a white circle near the end of the first line outlined in gray. A similar circle is near the beginning of the second line. The last line has the circle to the right of the middle.
Figure 15.6
Change Set Members
Two white circles outlined with black. The circles overlap in the middle and are filled with white.
Figure 15.7
URL Action
In the top left corner the title is Edit URL Action. Below there are five sections labeled Name, Source Sheets, URL Target, URL and Data Values. On the right under the heading Run action on there are three radial buttons.
Figure 15.8
Insert a Field into the URL Action
In the Top left corner the title is URL. Below that is a line with URL syntax.
Figure 15.9
Worksheet with Email Field.
There are two tabs at the top left labeled Data and Analytics and below that the heading Tables with several rows of text below. In the middle there is box labeled Marks at the top with a white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that and a blue rectangle labeled EMail and a green rectangle labeled SUM(Qty). On the right there is a chart of two columns with text in the left column and numbers in the right column.
Figure 15.10
The Mail Message Field
In the top left corner the title is Edit URL Action. Below there are five sections labeled Name, Source Sheets, URL Target, URL and Data Values. On the right under the heading Run action on there are three radial buttons. At the bottom the URL starts with mailto:
Figure 15.11
The Add Go to Sheet Action Dialog Window
At the top of a box there is a gray line labeled Add Go to Sheet Action. Below the label Name has a line under the text Go To Sheet - State. A section below reads Source Sheets with two drop down list boxes on the left and several radial buttons on the right.
Figure 15.12
The Edit Tooltip Window
A gray box with the title Edit Tooltip and a toolbar row below. On the left of the toolbar is a white rectangle with the label Tableau Book and a blue drop-down arrow on the right. On the right of that is another white rectangle with the text 10 and a blue drop-down arrow on the right. Below the toolbar is a white box with text. In the bottom left corner there are three checkboxes and one drop-down list.
Figure 15.13
A tooltip with the Go to Sheet Link at the Bottom
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue and green rectangles with white text are on the right. Below there are vertical blue bars. On the right side of the chart there is a popup box with a row of icons at the top and a two column text chart below. In the bottom left there is a URL link to the worksheet State.
Figure 15.14
The Edit Set Dialog Window
A gray rectangle with the title Edit Set [Selected Category Set]. Below are three tabs for General Condition and Top. The General tab has a blue background and the other two are white. Below there are three radial buttons and a white box below with three rows of text and small check boxes on the left.
Figure 15.15
The Calculated Field SubCategory
A white box with a small rectangle in the top left corner and the label SubCategory inside. Below the title is a white area with an expression for a calculated field with an If Else End statement.
Figure 15.16
Editing the ‚"In" Alias
On the left a gray box is labeled Marks at the top. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. On the right there is a three column text chart with 13 rows of data and column headers at the top. On the left the first row in the first column has the text In and the column is blue. On top of the column there is a gray box with seven rows of text and an arrow pointing to the text Edit Alias.
Figure 15.17
The Edit Alias Dialog Window
A gray box titled Edit Alias has a white rectangle in the middle with a label on the left of Name: and a small icon in the white rectangle.
Figure 15.18
The Edit Set Action Window
A white box with the title Edit Set Action and a light gray background. Below the title the bold title Name has a white rectangle below labeled Category Set Action. Below the Name area there is a rectangle with a drop down arrow, and below that a white box. On the right there are radial buttons. At the bottom of the image there is a section titled Target Set with six radial buttons below.
Figure 15.19
The Set Control on the Right Side of the View
At the top of the image a white box has the title Rows with three blue rectangles with white text on the right. Below there is a text chart on the left and a white box on the right labeled Selected Category Set with four check boxes.
Figure 15.20
Color Legend in Tooltip
On the left a white box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there is a blue rectangle labeled Region with a small icon of four colored squares to the left. In the middle there are four horizontal colored bars. On the right side there is a small white box titled Region and below there are four rows of text with small colored boxes on the left.
Figure 15.21
Decorative
A golden retriever partly inside a red doghouse with a blue bowl on the left
Figure 15.22
Keep Only
A black check mark
Figure 15.23
Exclude
A white circle with a black outline and a black line through the middle at a slight angle
Figure 15.24
Group
Paperclip
Figure 15.25
Explain Data
A lightbulb shape with a black outline
Figure 15.26
Create Set
Two overlapping white circles with black outlines
Figure 15.27
View Data
A small icon with tiny lines in 3 columns and 5 rows
Figure 15.28
Tooltip with Command Buttons
A text chart has three columns with the headers Category copy and SubCategory. Below are several lines of text and the right column is numbers. There first row has a blue highlight behind Appliances and a number in the right column with a hand pointer over the number. Below there is a box that is on top of the chart with a row of icons at the top. Below that are four rows of data in two columns.
Figure 15.29
Decorative
Decorative
Figure 15.30
Insert a Sheet into the Tooltip
A box is titled Edit tooltip with a row of icons below. A white box below has three rows of text. In the bottom left there are three check boxes and one drop-down field. On the top right there is a button labeled Insert and a gray box below that with several rows of text separated by gray lines. The first row is labeled Sheets and has a blue background. To the right of Sheets there is another small gray box with four rows of text and a red arrow pointing to Bar.
Figure 15.31
Tooltip with a View
On the left there is a text chart with five columns. The left column is header text for each row. The four columns on the right are numbers and each box is highlighted in a different color of blue. There is a red arrow pointing down to the right where there is a bar chart.
Figure 15.32
The Edit Go to Sheet Action
At the top of a box there is a gray line labeled Edit Go to Sheet Action. Below the label Name has a line under the text GoTo Sheet 2. A section below reads Source Sheets with two drop down list boxes on the left and several radial buttons on the right.
Figure 15.33
The Tooltip With the GoTo Sheet 2 at the Bottom
A text chart has two columns with the headers Category on the left column. There is text in the first column and numbers in the right column. Below are several lines of text. The first row has a blue highlight behind the number with a hand icon pointing to the number. Below there is a box that is on top of the chart with a row of icons at the top. Below that are two rows of data in two columns and a red arrow pointing to the last row that is a URL ink to Sheet 2.
Figure 15.34
The Highlight Tool
Along the top of the image there is a row of gray icons and the pencil icon is black., Below the pencil there is a gray box with several lines of text divided by gray lines. At the bottom there is a checkmark on the left of the text SUM(Qty). Below there is text chart with several columns of text and numbers.
Figure 15.35
The Preferences Field is Selected
Along the top of the image there is a row of gray icons and the pencil icon is black. Below the pencil there is a gray box with several lines of text divided by gray lines. The choice Preferences has a checkmark on the left and is highlighted in blue.
Figure 15.36
The Highlight Control
At the top of the image there are two white rectangles. The top rectangle is labeled Columns on the left and the bottom one is labeled Rows. Blue rectangles with white text are on the right. Below there is text chart with several columns of text
Figure 15.37
The [Calc to turn off highlighting] Field
A white box with a small rectangle in the top left corner and the label Calc to turn off highlighting inside. Below the title is a white area with the text 1
Figure 15.38
Detail Tile
On the left a white box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Area and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two blue rectangles labeled Category and Calc to turn off highlighting
Figure 15.39
Highlight Tool
Along the top of the image there is a row of gray icons and the pencil icon is black. Below the pencil there is a gray box with several lines of text divided by gray lines. There is an arrow pointing to Calc to turn off highlighting. On the left are the labels Columns and Rows.
Figure 15.40
Order Date Parameter
At the top of a white box the title is Edit Parameter[Order Date.p]. Below the title the bold title Name has a white rectangle labeled Order Date.p.. Below that are four drop down list choices with three radial buttons below. At the bottom are text columns on the left and radial buttons on the right.
Figure 15.41
The Edit Parameter Dialog Window
At the top of a white box the title is Edit Parameter[Sales or Profit.p]. Below the title the bold title Name has a white rectangle labeled Sales or Profit.p.. Below that are four drop down list choices with three radial buttons below. At the bottom are text columns on the left and radial buttons on the right.
Figure 15.42
The Parameter Control Context Menu
A blue rectangle at the top of the image has the white text Category. Below there is a bar chart divided down the middle x-axis at 0K. On the left the horizontal bars are red, and on the right the bar is blue. On the top right there is a drop down arrow and a light gray box below with text and gray lines between. The text Show Title is highlighted in blue.
Figure 15.43
The Calculated Field Sales or Profit calc
A white box with a small rectangle in the top left corner and the label Sales or Profit calc inside. Below the title is a white area with an expression for a calculated field with a case statement.
Figure 15.44
The New Field on the Marks Card on the Left
On the left a white box is labeled Marks at the top and a white rectangle below that is labeled Bar and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two green rectangle labeled SUM(Sales or Profit calc). On the right there is a chart with three horizontal blue bars.. On the far right there is a white box with two radial buttons for Sales and Profit.
Figure 15.45
The Edit Coors Dialog Window
A gray box with the title Edit Colors. Underneath in the top left is the label Palette: with a white rectangle below. The text Automatic is in the rectangle and on the right there is a blue square with an arrow pointing down. Below the box there is a row with a red square, a long light and dark blue rectangle and a blue square on the right. Beneath the colored squares are four rows of text with check boxes on the left. There is a blue checkbox to the left of Stepped Color
Figure 15.46
The Parameter Control on the Right
A green rectangle at the top of the image has the white text SUM(Sales or Profit.calc). A white rectangle below that is labeled Rows on the left and has a blue rectangle on the right with white text labeled Category. Below there is a bar chart divided down the middle x-axis at 0K. On the left the horizontal bars are red, and on the right the bar is blue.
Figure 15.47
Select Aggregation Parameter Control on the Right Side
On the left a white box is labeled Marks at the top with rows of text divided by gray lines below. A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that. At the bottom there are two blue rectangles labeled AGG(Dynamic Aggregation). On the right there is a chart with four rows of data in two columns. On the far right there is a white box titled Select Aggregation and two radial buttons below.
Figure 15.48
Dynamic Aggregation Field
A white box with a small rectangle in the top left corner and the label Dynamic Aggregation inside. Below the title is a white area with an expression for a calculated field with a case statement.
Figure 15.49
The ‚"What do you want to see? Parameter
There are two tabs at the top left labeled Data and Analytics and below that the heading Tables with several rows of objects below. In the middle there is box labeled What do you want to see? and a drop down list box labeled Yellow Fruit Group. Below that there is a white box labeled Marks at the top A white rectangle below that is labeled Automatic and there is a drop down arrow on the right side. There are several squares with labeled icons below that and a green rectangle labeled SUM(Qty). On the right there is a chart of three columns with text in the left column and numbers in the right columns. There is a Grand Total row at the bottom.
Figure 15.50
Calculated Field
A white box with a small rectangle in the top left corner and the label Row Index inside. Below the title is a white area with an expression for a calculated field with the INDEX() function.
Figure 15.51
The Fruit Hierarchy
There are two tabs at the top labeled Data and Analytics and below that the heading Tables with several rows of objects below.
Figure 15.52
Decorative
Decorative