Tableau Desktop and Web Authoring Help

1 Tables (0%)

Highlight Tables

2 Field & Chart Types (15%)

https://help.tableau.com/current/pro/desktop/en-us/dataview_examples.htm

2.1 Scatterplot

2.2 Heat Maps

2.3 Tree Maps

https://help.tableau.com/current/pro/desktop/en-us/buildexamples_treemap.htm

  • Mark type: Automatic or Square
  • Color: Dimension or Measure
  • Size Measure
  • Label or Detail: Dimension(s)

Dimensions to define the structure of the treemap, and measures to define the size or color of the individual rectangles.

Drag the Ship Mode dimension to Color on the Marks card. In the resulting view, Ship Mode determines the color of the rectangles—and sorts them into four separate areas accordingly. Sales determines the size of the rectangles:

2.5 Combined Axis

2.6 Dual Axis

2.7 Histogram

A histogram is a chart that displays the shape of a distribution. A histogram looks like a bar chart but groups values for a continuous measure into ranges, or bins.

https://help.tableau.com/current/pro/desktop/en-us/buildexamples_histogram.htm

  • Mark type: Automatic
  • Rows shelf: Continuous measure (aggregated by Count or Count Distinct)
  • Columns shelf: Bin (continuous or discrete)

2.8 Crosstab

2.9 Bar Chart

Use bar charts to compare data across categories. You create a bar chart by placing a dimension on the Rows shelf and a measure on the Columns shelf, or vice versa.

2.10 Box Plot

https://help.tableau.com/current/pro/desktop/en-us/buildexamples_boxplot.htm

Boxes indicate the middle 50 percent of the data (that is, the middle two quartiles of the data’s distribution). You can configure lines, called whiskers, to display all points within 1.5 times the interquartile range (in other words, all points within 1.5 times the width of the adjoining box), or all points at the maximum extent of the data

  • Mark type: Circle
  • Columns shelf: Dimension
  • Rows shelf: Measure
  • Detail: Dimension

Reference Line: Box Plot. For information on how to add a reference line, see Reference Lines, Bands, Distributions, and Boxes.

3 Annotations

Types

4 Calculations

4.2 String Functions

https://help.tableau.com/current/pro/desktop/en-us/functions_functions_string.htm

ASCII

  • ASCII
  • CHAR

Start / End

  • STARTSWITH
  • CONTAINS
  • ENDSWITH

Find

  • FIND
  • FINDNTH

String Extraction

  • LEFT
  • RIGHT
  • LEN
  • MID
  • REPLACE
  • SPLIT

Trim / Case

  • TRIM
  • LTRIM
  • RTRIM
  • UPPER / LOWER

Other

  • MAX / MIN
  • SPACE

4.3 Date Functions

https://help.tableau.com/current/pro/desktop/en-us/functions_functions_date.htm

  • DATEADD
  • DATEDIFF
  • DATENAME
  • DATEPART
  • DATETRUNC
  • ISDATE
  • Make: MAKEDATE, MAKEDATETIME, MAKETIME
  • MAX / MIN
  • Now: TODAY, NOW
  • Date Part: DAY, WEEK, MONTH, QUARTER, YEAR

4.6 Level of Detail Expressions

https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod.htm

Types

  • Fixed: Compute a value using the specified dimensions, without reference to the dimensions in the view.
  • Include: Compute values using the specified dimensions in addition to whatever dimensions are in the view
  • Exclude
    • Declare dimensions to omit from the view level of detail.
    • EXCLUDE level of detail expressions are useful for ‘percent of total’ or ‘difference from overall average’ scenarios. They are comparable to such features as Totals and Reference Lines.
    • EXCLUDE level of detail expression cannot be used in row-level expressions (where there are no dimensions to omit), but can be used to modify either a view level calculation or anything in between (that is, you can use an EXCLUDE calculation to remove dimension from some other level of detail expression).

4.6.1 Average Sales Per Customer by Region

  • Region to the Columns, Sales to the Rows
  • Sales Per Customer
  • { INCLUDE [Customer Name] : SUM([Sales]) }
  • Right-click Sales Per Customer and select Measure (Sum) > Average.

4.6.2 Fixed

{FIXED [Region] : SUM([Sales])}

5 Dashboards

https://help.tableau.com/current/pro/desktop/en-us/actions.htm