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Tableau Terminology

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38 views3 pages

Tableau Terminology

Uploaded by

ksrrsandy
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Tableau terminology-

 Sheet: A sheet is a singular chart or map in Tableau.


 Dashboard: A dashboard is a canvas for displaying multiple sheets at a time and allowing
them to interact with each other.
 Workbook: A workbook is the entire Tableau file containing your sheets and dashboards.
 Measure: A variable from the dataset that is meant to be aggregated. (This means it should
be a number that it makes sense to do math with: sum, average, and so on.) Measures are
often continuous data. Examples include GPA, sales, quantity, quota, height, and salary.
 Dimension: A categorical variable from the dataset that is used to slice and dice the data
into different categories. Dimensions are often discrete data. Examples include country,
gender, student ID, and name.
 Filter: A filter is used to limit what data is being displayed on the sheet. Visible controls for a
filter on a sheet or dashboard are called Quick Filters.
 Tooltip: Tooltips are text boxes that appear when hovering over a mark on a sheet in order
to give more information. The text and text formatting in them are easily edited through the
Marks card.
 Marks card: The Marks card is the tool used to create a sheet that controls most of the
visual elements in a sheet. Using the Marks card, you can switch between different chart
types (bar, line, symbol, filled map, and so), change colors and sizes, add labels, change the
level of detail, and edit the tool tips.
 Rows and Columns Shelves: The Rows shelf and the Columns shelf is where you
determine which variables will go on what axis. Put data you want displayed along the X-axis
on the Columns shelf and data you want displayed on the Y-axis on the Rows shelf.
 VizQL Component responsible transforming actions(drag/drop etc.) into visualization.

Tableau Prep

1. Tableau prep builder

Design, run and publish data flows

2. Tableau prep conductor

Schedule and automate published data flows


Types of calculations in Tableau

1. Basic expressions
2. Level of detail expressions
3. Table calculations

Linear trend line significance: The smaller the p-value, the more significant the model is. A p-value of
0.05 or less is often considered sufficient.

Two Methods Tableau uses to determine seasonality in forecasting: Temporal and Non-temporal

Drop line: distinguish marks and call out their position in the view.

Aggregation on Measure : Type of aggregation on measure varies depending on the context of the
view.

Blend – to specify one table as Primary and second table as Secondary.

Default properties-

1. Measure

a. Color

b. Number format

c. Aggregation

2. Dimension

a. Color

b. Sort

c. Shape

To show distribution of continuous measure-

1. Box plot

box plots, also known as box-and-whisker plots, to show the distribution of values along an axis
2. Histogram

A histogram looks like a bar chart but groups values for a continuous measure into ranges, or
bins.”.

Bullet plot  automatically has Reference line along with Bar chart.

Proportional brushing  by selecting a value, we can see what part of sales affect that selection.

Ex, By selecting State as Set, we can show what part of sales in Printers were from that State.

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