Overview

All users have web-edit access through the Self-Service environment, where they can edit Tableau data and visualizations however they need and save them locally without affecting the original Tableau articles. 

File Field

The only options in this field are to Save As and Close. However, if changes are made, the Revert feature will become available. 

Worksheet Field

In this field, you can add a new worksheet and work from existing data within the new worksheet. Additional features include showing Caption, Title, View Toolbar, and Sort controls.

Dashboard Field

In this field, you can add a New Dashboard. Additionally, you can add existing and new sheets to the dashboard. 

Analysis Field

In this field, you can add a Calculated Field as well as Edit a calculated field. This is where you will find options for Stack Marks, Totals, Filters, Highlighters, and the ability to swap Rows and Columns.

Map Field

In this field, you can choose Background Maps.

Format Field

In this field, you can choose to edit a workbook, clear worksheet formatting, and adjust format animations.

Help Field

In this field, you have the ability to search for help, web authoring help, and support.

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.

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 Analytics tabs allow users to choose fields from the source worksheet to create new dashboards and analyze the data in these new dashboards.

Data

The data tab allows users to implement fields with calculations specific to the worksheet they are pulling data from. Any of the data types under Data can be dragged and dropped into the sheet to create columns or rows that collect data and organize them based on the calculations for that row or columns. 

Analytics

The Analytics tab provides tools to summarize and model the visualizations of the data in the worksheet. You can create different trend-lines and plots after dragging and dropping data types into the sheet. The Analytics functions can only be used on numerical data types.

Measures and Dimensions

Measures and Dimensions fields allow users to use quantitative and qualitative data variations from the source worksheet to create new dashboards.

Measures

Measures are quantifiable fields you can use in your data to get aggregated values of the data.

Dimensions

Dimensions are used to add detail to fields by customizing qualitative information (such as names, dates, ad geographic