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Tableau: Self-Service Workspace Area

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Overview
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Tableau allows users to navigate and edit workbooks, sheets, and specific data types using a variety of different features. features. All users have web-edit access through the Self-Service environment, where you can edit Tableau data and visualizations. However, any edits you make must be saved locally to avoid impacting the original Tableau articles. Tableau's Self-Service environment allows users to access, navigate, edit, and create new reports and workbooks using current data sets pulled from NYSERDA's various systems and applications. This page reviews each section of the Self-Service workspace area and is intended to provide an introduction to this topic. After reviewing this material, if you feel like you would benefit from advanced training as it pertains to your role, please use the Self-Service Training Ticket tab to access instructions on how to request training.

Below is aninstructional screenshot of the Tableau Self-Service window.

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A
.
Workbook Name

A

Workbook name: A C. Toolbar: 

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.
Menu

Use the Menu to access advanced functions of Tableau.

CTool Bar

Use the toolbar to access commands and analysis, and navigation tools. When creating or editing a report view, use

the 

the Toolbar to perform common actions. Hide or Display

the Toolbar from the 

the Toolbar from the Window menu and

selecting 

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
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

ECards and Shelves

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

FView Area

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

GSheet Tabs

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

HStatus Bar

Displays information about the current view.

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UI Tabs
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titleDashboard Features
UI Steps
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This section reviews all menu tabs along the top of the application.

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UI Step
File

Provides access to Save, Save As, Revert, or Close an open worksheet. Revert is only selectable when changes are made to a worksheet.

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Worksheet

Provides access to worksheet based controls both during dashboard creation and when viewing published dashboards in Tableau. Refer to the table below for specific details

Tableau Dashboard Features

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 menu option are Save As and Close. However, if changes are made, the Revert feature will become available

. 

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New Worksheet

 FieldIn this field, you can add

Creates a new worksheet

and work from existing data within the new worksheet. Additional features include showing Caption, Title, View Toolbar, and Sort controls.
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.

Show Title

Displays the name of your worksheet, story, or dashboard.

Show Caption

Displays a caption for each view of your dashboard on the caption card when accessing Tableau reports. Captions can be generated automatically or input manually.

Show View Toolbar

Displays the toolbar at the top of the screen to more easily perform common actions.

Show Sort Controls

Displays controls that allow more fine tuned sorting.

UI Step
Dashboard

Provides access to Add new Dashboards

Dashboard Field

In this field, you can add a New Dashboard

. Additionally, you can

add existing and new sheets

Add existing worksheets or new worksheets to the current dashboard. 

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Map Field

In this field, you can choose
UI Step

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.

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Analysis

Provides access to add or edit Calculated Fields.

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Stack Marks

Relevant when your data view includes numeric axes. When marks are stacked, they are drawn cumulatively along an axis.

Totals

Calculate either grand totals and subtotals. Totals can also be customized.

Filters

Display formatted and interactive filters in the view.

Highlighters

Allow you to call attention to marks of interest by highlighting specific information while dimming others. 

UI Step
Map

Allows the ability to choose between 

Background Maps.

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Format
 Field

Provides access to Edit

In this field, you can choose to edit

a workbook,

clear

Clear worksheet formatting,

and adjust

or Adjust format animations.

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Help Field

Help

Provides access to Tableaus online help and support resources

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

.

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titleSide Bar
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This section reviews the functionality available on the Tableau Side Bar for both the desktop and cloud applications.

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

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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

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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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titleStatus Bar
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This section reviews Tableau's status bar. It

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 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 is  $2,297,201 .

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titleMeasures & Dimensions
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This section reviews the Measures and Dimensions of Tableau. These allow users to quantitative and qualitative data variations from the source worksheet to create new dashboards.

Measures

Measures are numeric, quantifiable fields you can use in your data to get aggregated values of the data. When you drag a measure into the view, Tableau applies an aggregation to that measure (by default).  

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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.

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Dimensions

Dimensions contain qualitative values (such as names, dates, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data. Dimensions affect the level of detail in the view.  

Adding a Dimension to any of the following locations in Tableau affects the level of detail:

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FAQ

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titleHow do I check to see if my Measures and Dimensions are assigned correctly?

Measure is something you can add, like a sum of sales. Dimension defines how a measure is broken up, like a region or section. Tableau auto assigns. Right click on a dimension – Convert to Measure, or right-click on a Measure and Convert to a dimension. Dates are dimensions. You must use a "=" sign next to the measure or dimension field in a calculated field.

To create calculated field - Right click, Create, Calculated Field, the text turns orange when you have typed a field that is in your dataset. You can drag the field into the calculation window. You can do basic calculations like convert kW to MW, etc. Click the arrow on the right of the calculation window to see all the functions available.

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titleHow do I add Dimension columns to the tabular view?

Drag the dimensions onto the Rows shelf. Move around to reorder. You can add worksheets or dashboards. Tableau automatically creates a Measure Name as a dimension, Measure Values as a measure. To add measure to the tabular view, Drag measure names onto Filter – a filter on the side will appear. Click/select the measures of interest. Drag Measure Values onto the Text Shelf. Drag measure names onto Columns.

To reorder the way the measures appear in the table, drag and reorder in the Measure Values box. To filter, drag field to filter box. The filter shows up as a box on the right, and you can select what you want to filter in or out. Right click on measure values or on individual measures to increase the decimal places to 6. Hard to filter out Nulls. Need to create calculated field or do in desktop.

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titleData & Analytics
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This section reviews the

Data and Analytics

The

Data and Analytics tabs. These tabs allow users to choose fields from the source worksheet in order to create new dashboards

and analyze the data in these new dashboards

for analysis.

Data

The data tab Data Tab allows users to implement fields with calculations specific to the source worksheet they are pulling data from. Any of the data types under within the Data Tab 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. for analysis.

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Analytics

The Analytics tab  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.

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titleMeasures & Dimensions

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.

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Dimensions

Dimensions are row and column manipulations used to add detail to fields by customizing qualitative information (such as names, dates, and geographic information). 

Request Training
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This section reviews how to request additional Tableau training.

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Access the Knowledge Base home page.

UI Step

In the introductory description of the Knowledge Base, click on the hyperlink that allows you to submit a request to the Strategic Operations Training Team

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titleSelf-Service Training Ticket

Request Tableau Self-Service Training

  • Go to Service Desk from the NYSERDA Launch Page.
    • Select Request Training

    .

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    UI Step

    Fill out

    the ticket with your Tableau Self-Service Training needs.

    the subsequent form. The Subject of the request should be Additional Tableau Training. At the end of the form, include the specific areas of Tableau you would like more training on. 

    UI Step

    Submit the form, and a member of the Strategic Operations Training Team will reach out to you shortly with details on further training.

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    Info
    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.