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Introduction to Tableau
The Tableau workspace is a powerful and fast growing data visualization tool. Tableau simplifies raw data into easily understandable visual formats. Users can analyze data and create various forms of dashboards and worksheets quickly and easily. With its easy navigation and configuration tools, Tableau allows users to visualize all their data in one central location.
Launch Tableau
How to Launch Tableau.
Select the Tableau Reporting and Self-Service Tab from the bottom of the NYSERDA Launch page
Workspace area
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.
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.
When you are creating or editing a view, you can use the toolbar at the top of the view to perform common actions.
In Tableau Desktop, you can hide or display the Tableau toolbar by selecting Window > Show Toolbar.
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.
Hide Side Bar in Tableau Desktop
- Click the collapse arrow in the side bar.
Hide Side Bar on the Web
- Click the collapse arrow in the side bar.
Show Side Bar on Tableau Desktop
- Click the expand arrow in the bottom-left of the workspace (on the status bar).
Show Side Bar on the Web
- Click the expand arrow in the side bar.
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 bar 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 .
Occasionally, Tableau will display warning icons in the bottom right corner of the status bar to indicate errors or warnings.
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