Tableau: Self-Service Workspace Area

Tableau allows users to navigate and edit workbooks, sheets, and specific data types using a variety of different features.  All All users have web-edit access through the Self-Serving Service environment, where they you can edit Tableau data and visualizations however they need and save them locally without affecting . 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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Image Added A

. Workbook name: 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: 

Menu Use the Menu to access advanced functions of Tableau. C Tool 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.

Side Bar In

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.

E Cards and Shelves Drag fields to the cards and shelves in the workspace to add data to your view. F View Area This is the canvas in the workspace where you create a visualization (also referred to as a viz). G Sheet Tabs Tabs

I. Sheet tabs: Tabs

represent each sheet in your workbook. This can include worksheets, dashboards, and stories. For more information, see Workbooks and Sheets. H Status Bar Displays information about the current view.

ui-tab
title Dashboard Features
UI Steps size small Info icon false This section reviews all menu tabs along the top of the application. Image Added 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. 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 Menu Option  The only options in this menu option are Save As and Close. However, if changes are made, the Revert feature will become available.  Expand title screenshot Image Removed Image Added UI Step Worksheet  Menu Option 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.  In this menu option, 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. Expand title screenshot Image Removed Image Added	Show Caption

Dashboard Menu Option

This section reviews the Measures and Dimensions of Tableau. These allow users to

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.

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.

Data

The Data Tab allows users to implement fields with calculations specific to the source worksheet. Any data types within the Data Tab can be dragged and dropped into the sheet to create columns or rows for analysis

Requesting Advanced Training

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