3. Measures: A measure is a type of field that contains quantitative values (e.g.

revenue, costs, and Aggregating data

market sizes). When dragged into a view, this data is aggregated, which is determined by the When data is dragged into the Rows and Columns on a sheet, it is aggregated based on the dimensions in the sheet.
dimensions in the view
This is typically a summed value. The default aggregation can be changed using the steps below:
4. Data types: Every field has a data type which is determined by the type of information it contains.
The available data types in Tableau include text, date values, date & time values, numerical values, Right-click on a measure field in the Data pan
Go down to Default properties, Aggregation, and select the aggregation you would like to use
Tableau for Business Intelligence
boolean values, geographical values, and cluster groups

Changing colors
Color is a critical component of visualizations. It draws attention to details. Attention is the most important
The Canvas
Tableau Basics Cheat Sheet The canvas is where you’ll create data visualizations
component of strong storytelling. Colors in a graph can be set using the marks card.
Create a visualization by dragging fields into the Rows and Columns section at the top of the scree
Drag dimensions into the Marks field, specifically into the Color squar
1. Tableau Canvas: The canvas takes up most of the screen on Tableau and is where you can add visualizations
To change from the default colors, go to the upper-right corner of the color legend and select Edit Colors. This
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L 2. Rows and columns: Rows and columns dictate how the data is displayed in the canvas. When dimensions will bring up a dialog that allows you to select a different palette
are placed, they create headers for the rows or columns while measures add quantitative values

3. Marks card: The marks card allows users to add visual details such as color, size, labels, etc. to rows and columns. Changing fonts
This is done by dragging fields from the data pane into the marks card

Fonts can help with the aesthetic of the visualization or help with consistent branding. To change the workbook s font,
’

use the following steps

What is Tableau? > Visualizing Your First Dataset

In the Format menu on the top ribbon, press on Select Workbook. This will replace the Data pane and
allow you to make formatting decisions for the Workboo
From here, select the font, font size, and color

Tableau is a business intelligence tool that allows you to Upload a dataset to Tableau
effectively report insights through easy-to-use
Launch Tablea
customizable visualizations and dashboards
In the Connect section, under To a File, press on the file format of your choice
For selecting an Excel file, select .xlsx or .xlsx
> Creating dashboards with Tableau
Creating your first visualization Dashboards are an excellent way to consolidate visualizations and present data to a variety of stakeholders. Here is a
Once your file is uploaded, open a Worksheet and click on the Data pane on the left-hand sid step by step process you can follow to create a dashboard.

> Why use Tableau? Drag and drop at least one field into the Columns section, and one field into the Rows section at the top
of the canva
To add more detail, drag and drop a dimension into the Marks card (e.g. drag a dimension over the color square
Launch Tablea
In the Connect section under To A File, press on your desired file typ
Select your fil
in the marks card to color visualization components by that dimension Click the New Sheet at the bottom to create a new shee
Easy to use—no coding Integrates seamlessly with Fast and can handle large To a summary insight like a trendline, click on the Analytics pane and drag the trend line into your visualization
involved any data source datasets Create a visualization in the sheet by following the steps in the previous sections of this cheat shee
You can change the type of visualization for your data by clicking on the Show Me button on the top right Repeat steps 4 and 5 untill you have created all the visualizations you want to include in your dashboar
Click the New Dashboard at the bottom of the scree
On the left-hand side, you will see all your created sheets. Drag sheets into the dashboar
> Tableau Versions > Data Visualizations in Tableau
Adjust the layout of your sheets by dragging and dropping your visualizations

There are two main versions of Tableau

Tableau provides a wide range of data visualizations to use. Here is a list of the most useful visualizations you
T ableau Public T ableau Deskto p have in Tableau
A free version of Tableau that lets you connect to limited A paid version of tableau which lets you connect to
data sources, create visualizations and dashboards, and all types of data sources, allows you to save work Bar Charts: Horizontal bars used for comparing specific values across categories (e.g. sales by region)
publish dashboards online
locally, and unlimited data sizes

Stacked Bar Chart: Used to show categorical data within a bar chart (e.g., sales by region and department)

Side-by-Side Bar Chart: Used to compare values across categories in a bar chart format (e.g., sales by
> Getting started with Tableau region comparing product types)

L ine Charts: Used for looking at a numeric value over time (e.g., revenue over time)

When working with Tableau, you will work with Workbooks. Workbooks contain sheets, dashboards, and stories.
Similar to Microsoft Excel, a Workbook can contain multiple sheets. A sheet can be any of the following and can be Scatter Plot: Used to identify patterns between two continuous variables (e.g., profit vs. sales volume)

Dashboard examples in Tableau

accessed on the bottom left of a workbook

H istogram: Used to show a distribution of data (e.g., Distribution of monthly revenue)

Worksheet Dashboard story Box-and-Whisker Plot: Used to compare distributions between categorical variables (e.g., distribution of
A worksheet is a single
view in a workbook. You
A collection of multiple
worksheets used to
A story is a collection of
multiple dashboards and/
revenue by region)

eat Map: Used to visualize data in rows and columns as colors (e.g., revenue by marketing channel)

> Creating stories with Tableau

display multiple views
H
can add shelves, cards, or sheets that describe a
legends, visualizations, simultaneously
data story
A story is a collection of multiple dashboards and/or sheets that describe a data story
and more in a worksheet
Highlight Table: Used to show data values with conditional color formatting (e.g., site-traffic by marketing
channel and year)
Click the New Story at the bottom of the scree
Change the size of the story to the desired size in the bottom left-hand corner of the screen under Siz
Symbol Map: Used to show geographical data (e.g., Market size opportunity by state)
Edit the title of the story by renaming the story. To do this, right-click on the story sheet at the bottom
and press Renam

> The Anatomy of a Worksheet M ap: Used to show geographical data with color formatting (e.g., Covid cases by state)

Treemap: Used to show hierarchical data (e.g., Show how much revenue subdivisions generate relative to
A story is made of story points, which lets you cycle through different visualizations and dashboard
To begin adding to the story, add a story point from the left-hand side. You can add a blank story poin
To add a summary text to the story, click Add a caption and summarize the story poin
the whole department within an organization)

Add as many story points as you would like to finalize your data story

When opening a worksheet, you will work with a variety of tools and interfaces
Dual Co bination: Used to show two visualizations within the same visualization (e.g., pro it or a store each
m f f

month as a bar chart with in entory o er time as a line chart)

v v

The Sidebar
In the sidebar, you’ll find useful panes for working with dat
Data: The data pane on the left-hand side contains all of the fields in the currently selected data sourc
> Customizing Visualizations with Tableau
Analytics: The analytics pane on the left-hand side lets you add useful insights like trend lines, error bars,
Tableau provides a deep ability to filter, format, aggregate, customize, and highlight specific parts of your data
and other useful summaries to visualizations

visualizations

Filtering data with highlights

Tableau Data Definitions Once you’ve created a visual, click and drag your mouse over the specific portion you want to highlight
2. Once you let go, you will have the option to Keep Only or Exclude the data
When working with data in Tableau, there are multiple definitions to be mindful o 3. Open the Data pane on the side bar. Then, you can drag-and-drop a field into the fitlers card just to the
left of the pane. Stories examples in Tableau
Fields: Fields are all of the different columns or values in a data source or that are calculated in the
workbook. They show up in the data pane and can either be dimension or measure field Filtering data with filters
Dimensions: A dimension is a type of field that contains qualitative values (e.g. locations, names, and
Open the Data pane on the left-hand-sid
departments). Dimensions dictate the amount of granularity in visualizations and help reveal nuanced details
in the data

Drag-and-drop a field you want to filter on and add it to the Filters car
Fill out in the modal how you would like your visuals to be filtered on the data
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