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Overview
Tableau allows users to navigate and edit workbooks, sheets and specific data types using a variety of different features. All users have web-edit access through the Self-Serving environment, where they can edit Tableau data and visualizations however they need and save them locally without affecting 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 an instructional screenshot of the Tableau Self-Service window.
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.
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.
Worksheet Menu Option
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.
Show Caption All views can have a caption that is either automatically generated or manually created. The caption is displayed on the Caption card. Show Title The name of your worksheet, story, or dashboard. This option is to show the title. Show View Toolbar When you are creating or editing a view, you can use this toolbar at the top of the view to perform common actions. This option shows the view toolbar. Show Sort Controls There are many ways to sort data in Tableau. This option shows the sort controls.
Dashboard Menu Option
In this menu option, you can Add new Dashboards. Additionally, you can Add existing or new sheets to the dashboard.
Analysis Menu Option
In this menu option, 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.
Stack Marks Stacking marks is relevant when your data view includes numeric axes. When marks are stacked, they are drawn cumulatively along an axis. Totals Totals express the grand totals and subtotals calculated. Totals can also be customized. Filters Display interactive filters in the view, and format filters in the view. Highlighters Highlighters allow you to call attention to marks of interest by coloring specific marks and dimming all others.
Map Menu Option
In this menu option, you can choose Background Maps.
Format Menu Option
In this menu option, you can choose to Edit a workbook, Clear worksheet formatting, and Adjust format animations.
Help Menu Option
In this menu option, 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.
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 .
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 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).
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:
Requesting Advanced Training
- Go to Service Desk from the NYSERDA Launch Page.
Select Request Training.
Fill out the ticket with your Tableau Self-Service Training needs.
- For the Core Subject, select System/Software/Applications.
- For the System/Software/Applications Sub-Category, select Tableau.
- Fill out additional fields as you would normally for a training ticket.
- For the Core Subject, select System/Software/Applications.
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.
Overview
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