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Overview
Tableau allows users to navigate and edit workbooks, sheets and specific data types using a variety of different features.
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.
Show Side Bar
Click the expand arrow in the bottom-left of the workspace (on the status bar).
Tableau Cloud Application
Hide Side Bar
Click the collapse arrow in the side bar.
Show Side Bar
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 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 .
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
Overview
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