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Overview

Tableau allows users to navigate and edit workbooks, sheets and specific data types using a variety of different features. 

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A. Workbook name: A workbook contains sheets. A sheet can be a worksheet, a dashboard, or a story. For more information, see Workbooks and Sheets.

B. Cards and shelves: Drag fields to the cards and shelves in the workspace to add data to your view.

C. Toolbar: Use the toolbar to access commands and analysis, and navigation tools. When creating or editing a report view, use the Toolbar to perform common actions. Hide or Display the Toolbar from the Window menu and selecting Show/Hide Toolbar.

D. View: This is the canvas in the workspace where you create a visualization (also referred to as a "viz").

E. Click this icon to go to the Start page, where you can connect to data. For more information, see Start Page.

F. Side Bar: In a worksheet, the side bar area contains the Data pane and the Analytics pane.

G. Click this tab to go to the Data Source page and view your data. For more information, see Data Source Page.

H. Status bar: Displays information about the current view.

I. Sheet tabs: Tabs represent each sheet in your workbook. This can include worksheets, dashboards, and stories. For more information, see Workbooks and Sheets.





Show and Hide the Side Bar (Data pane)

The Side Bar contains the Data pane and the Analytics pane when you are editing a worksheet. Different panes are visible depending on what you are doing in the view (Data, Analytics, Story, Dashboard, Layout, Format). The most important thing to know about the Side Bar is that you can expand and collapse this area in the workspace.

Tableau Desktop Application

Hide Side Bar

  • Click the collapse arrow in the side bar.

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Show Side Bar

  • Click the expand arrow in the bottom-left of the workspace (on the status bar).

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Tableau Cloud Application

Hide Side Bar

  • Click the collapse arrow in the side bar.

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Show Side Bar

  • Click the expand arrow in the side bar.

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Status Bar Information

The status bar is located at the bottom of the Tableau workspace. It displays descriptions of menu items as well as information about the current view. For example, the status in the example screenshot below. shows that the view has 143 marks shown in 3 rows and 12 columns. It also shows that the SUM(Sales) for all the marks in the view is $2,297,201.

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You can hide the status bar by selecting Window > Show Status Bar.

Occasionally, Tableau will display warning icons in the bottom right corner of the status bar to indicate errors or warnings.

Data and Analytics

The Data and the Analytics tabs at the left of the editing window contains the data types you can manipulate in the worksheet along with general trendlines users can create into the worksheet based off of the data they include.

Data

Any of the data types under Data can be dragged and dropped into the sheet to create columns or rows that collect the data for the respective data type. 

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Analytics

You can use the Analytics to create any trend-lines and plots after dragging and dropping data types into the sheet. The Analytics functions can only be used on numerical data types.

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