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Tableau CheatSheet Zep

This document provides a cheat sheet on Tableau, summarizing its key features for working with data sources, filters, charts, joins, sorts, and level of detail (LOD) expressions. It lists the various file formats and database systems that Tableau can connect to as data sources, the types of filters that can be applied, common chart types for visualizing data, how to perform data joins and blending, and the operators and functions available in Tableau.

Uploaded by

Steve Kamdem
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174 views1 page

Tableau CheatSheet Zep

This document provides a cheat sheet on Tableau, summarizing its key features for working with data sources, filters, charts, joins, sorts, and level of detail (LOD) expressions. It lists the various file formats and database systems that Tableau can connect to as data sources, the types of filters that can be applied, common chart types for visualizing data, how to perform data joins and blending, and the operators and functions available in Tableau.

Uploaded by

Steve Kamdem
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Tableau Cheat Sheet

Data Sources Filters


Type Work
File Systems CSV, Excel, etc. Filter Dimensions Applied on the dimension fields.
Relational Systems Oracle, SqlServer, DB2, etc. Filter Measures Applied on the measure fields.
Cloud Systems Windows Azure, Google BigQuery, etc. Filter Dates Applied on the date fields.
Other Sources ODBC Single Value (List) Select one value at a time in a list.
Single Value (Dropdown Select a single value in a drop-down list.
Multiple Values (List) Select one or more values in a list.
Multiple Values (Dropdown) Select one or more values in a drop-down list.
Data Extract Multiple Values (Custom List) Search and select one or more values.
Single Value (Slider) Drag a horizontal slider to select a single value.
Extraction of data is done by following Wildcard Match Select values containing the specified characters
Menu --> Data --> Extract Data
Applying Extract Filters to create subset of data
To add more data for an already created extract
Data --> Extract --> Append Data from File
Extract History Tableau Charts
Menu --> Data --> Extract History

Type Description
Text Table (Crosstab) To see your data in rows and columns.
Data Joining Data Blending Heat Map Just like Crosstab, but it uses size and color as visual cues to describe the data.
Highlight Table Just like Excel table, but the cells here are colored.
Symbol Map Visualize and highlight geographical data.
Creating a Join Preparing Data for Blending
Filled Map Color filled geographical data visualization.
Editing a Join Type Adding Secondary Data Source
Pie Chart Represents data as slices of a circle with different sizes and colors.
Editing Join Fields Blending the Data
Horizontal Bar Chart Represents data in horizontal bars, visually digestible.
Stacked Bar Chart Visualize data of a category having sub-categories.
Side-by-Side Bar Chart Side by side comparison of data, vertical representation.
Operators Treemap Similar to a heat map, but the boxes are grouped by items that are close in hierarchy.
LOD Expressions
Circle View Shows the different values that are within the categories.
Side-by-Side Circle View Combination of Circle view and Side-by-Side Bar Chart
General Operators Fixed LOD Line Chart (Continuous) Several number of lines in the view to show continuous flow of data, must have a date.
Arithmetic Operators Include LOD Line Chart (Discrete) This allows slicing and dicing of the graph, graph not continuous.
Relational Operators Exclude LOD Dual Line Chart Comparing two measures over a period.
Logical Operators
Scatter Plot Scatter plot shows many points scattered in the Cartesian plane
Histogram A histogram represents the frequencies of values of a variable bucketed into ranges
Gantt Chart It illustrates a project schedule.
Sorting Bullet Graph Two bars drawn upon one another to indicate their individual values at the same position in the graph
Waterfall Chart It shows where a value starts, ends and how it gets there incrementally

Computed Sorting: Directly applied on an axis using the


sort diagog button.
Manual Sorting: Rearrange the order of dimension
fields by dragging them next to each other.

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