COMPONENTS IN TABLEAU:

TABLEAU Flavors (Different Applications)

 Desktop: The core application where users create visualizations, dashboards, and
perform data analysis. Tableau Desktop offers an intuitive drag-and-drop interface for
building interactive visualizations without requiring complex coding skills.
 Server: Tableau Server facilitates sharing and collaboration by allowing users to
publish their Tableau workbooks and dashboards to a centralized server. It provides
secure access to data visualizations, supports scheduled data refreshes, and enables
user permissions and governance.
 Online: Tableau Online is a cloud-based version of Tableau Server, offering similar
functionalities but hosted in the cloud. It allows users to publish and share
visualizations without the need for maintaining on-premises infrastructure.
 Public: Tableau Public is a free version of Tableau that allows users to create and
share visualizations online. It's designed for public data sharing and is ideal for
journalists, bloggers, and enthusiasts who want to publish interactive data
visualizations on the web.
 Prep: Tableau Prep helps users to clean, shape, and prepare data for analysis and
visualization. It offers a visual and interactive interface for performing data cleaning
tasks such as data parsing, joining, pivoting, and aggregating, simplifying the data
preparation process.
 Reader: Tableau Reader is a free desktop application that allows users to view and
interact with Tableau workbooks and visualizations created in Tableau Desktop. It's
useful for sharing visualizations with stakeholders who don't have access to Tableau
Desktop or Server.
 Mobile: Tableau Mobile enables users to access and interact with Tableau
visualizations on mobile devices such as smartphones and tablets. It provides a
responsive and touch-friendly interface for exploring data and insights on the go.
These components collectively form the Tableau ecosystem, providing users with a
comprehensive suite of tools for data analysis, visualization, and sharing across various
platforms and devices.

MARKS (Components)

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Within Tableau, there are various components and functionalities that allow users to
customize the appearance and behavior of their visualizations. These include:
 Marks: Marks represent individual data points in a visualization. Tableau allows
users to customize the appearance of marks based on data fields. Attributes such as
size, color, shape, and label can be mapped to different data dimensions or measures
to convey additional information and insights.
 Size: Size refers to the visual dimension of marks within a visualization. It can be
adjusted based on a specific measure to represent the magnitude or importance of data
points. For example, larger marks may indicate higher values or greater significance
within the dataset.
 Color: Color is a powerful visual encoding technique used to differentiate between
data categories, highlight patterns, or emphasize specific data points. Tableau provides
a wide range of color palettes and customization options to effectively represent data
using color gradients, categorical colors, or custom color schemes.
 Shape: Shape allows users to assign different symbols or icons to marks within a
visualization. This can be useful for distinguishing between different data categories
or conveying specific meanings associated with each mark.
 Label: Labels provide textual information associated with individual marks, such as
data values, category labels, or annotations. Tableau allows users to customize label
appearance, position, and formatting to enhance the readability and clarity of
visualizations.
 Tooltip: Tooltips display additional information about marks when users hover over
them with the cursor. They can include data values, aggregated statistics, or contextual
details to provide insights and context for individual data points within the
visualization.
 Filters: Filters allow users to interactively control which data is displayed in a
visualization based on specific criteria or conditions. Tableau supports various types
of filters, including categorical filters, range filters, and conditional filters, enabling
users to explore different subsets of data dynamically.
 Axes and Legends: Axes provide reference lines or scales for measuring and
comparing data values within a visualization, while legends provide explanations for
colors, shapes, or sizes used in the visualization. Tableau allows users to customize
axis properties, such as scale, formatting, and labeling, as well as legend appearance
and position.

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These components collectively enable users to create visually compelling and informative
visualizations in Tableau, leveraging various visual encoding techniques and interactive
features to explore and communicate insights from their data effectively.
ANALYSIS (TAB)
In Tableau, the Analytics tab offers a wide range of tools and functionalities to perform
advanced analytics and statistical analysis on data visualizations. Here's an elaboration on the
key features available within the Analytics tab:
 Reference Lines, Bands, and Distributions: Users can add reference lines, bands, or
distributions to visualize summary statistics such as averages, medians, quartiles, or
standard deviations directly onto the visualization. These elements provide context
and comparison points for interpreting data trends and patterns.
 Trend Lines and Forecasts: Trend lines help identify and visualize patterns or trends
within the data by fitting a regression model to the plotted points. Users can also
generate forecasts to predict future trends based on historical data, enabling them to
make informed decisions and projections.
 Box Plots and Histograms: Box plots display the distribution of data values along
with key statistical measures such as median, quartiles, and outliers, allowing users to
assess data variability and identify potential anomalies. Histograms provide a
graphical representation of the frequency distribution of data values, helping users
understand the data distribution and identify patterns or outliers.
 Statistical Summary: Tableau offers a statistical summary feature that provides
descriptive statistics for selected data fields, including measures such as mean,
median, standard deviation, minimum, maximum, and quartiles. This summary
facilitates quick insights into the central tendency, variability, and distribution of the
data.
 Clusters and Outliers: Users can apply clustering algorithms to identify natural
groupings or clusters within the data based on similarity or proximity. Additionally,
Tableau helps users identify outliers or anomalies within the data by highlighting data
points that deviate significantly from the expected pattern or distribution.
 Forecasting Models: Tableau provides built-in forecasting models that allow users to
predict future trends and values based on historical data. Users can customize
forecasting parameters, such as confidence intervals and prediction intervals, to
generate accurate and reliable forecasts for decision-making purposes.

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  Statistical Tests: Users can perform various statistical tests, such as t-tests, chi-square
tests, and correlation tests, to analyze relationships and associations between different
variables within the data. These tests help users validate hypotheses, assess
significance levels, and identify meaningful patterns or insights.
 Annotations and Explanations: Tableau enables users to add annotations and
explanations to their visualizations, providing contextual information, insights, or
interpretations directly within the dashboard. Annotations help users communicate
key findings or observations effectively and enhance the overall storytelling aspect of
the analysis.
Overall, the Analytics tab in Tableau empowers users to conduct sophisticated data analysis,
explore patterns and relationships, and derive actionable insights from their visualizations
using a comprehensive set of statistical and analytical tools.
WORKSHEET (MENU)
The "Worksheet" menu in Tableau provides a range of options and functionalities for
creating, customizing, and managing worksheets within a Tableau workbook. Here's an
elaboration on the key features available under the Worksheet menu:
 New Worksheet: This option allows users to create a new worksheet within the
current workbook. Worksheets serve as individual canvases where users can build
visualizations by dragging and dropping fields from the data pane onto the rows,
columns, and shelves within the worksheet.
 Duplicate: Users can duplicate an existing worksheet to create a copy with identical
settings and configurations. This is helpful when users want to experiment with
different visualizations or make variations of an existing worksheet without altering
the original.
 Hide Sheet: This option allows users to hide a selected worksheet from view within
the workbook. Hidden worksheets remain accessible for editing and analysis but are
not visible when viewing the workbook or dashboard. This feature is useful for
organizing and managing complex workbooks with multiple sheets.
 Copy Formatting: Users can copy formatting settings, such as colors, fonts, borders,
and alignment, from one worksheet and apply them to another. This feature helps
maintain consistency in the visual appearance of worksheets within a workbook and
saves time by avoiding manual formatting adjustments.
 Clear Formatting: Clear Formatting allows users to reset formatting settings applied
to selected elements within a worksheet, such as marks, labels, axes, and

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 backgrounds. This feature is useful for reverting to default formatting or removing
unwanted styling without affecting data or structure.
 Export: The Export option allows users to export the contents of a worksheet to
various file formats, including image files (e.g., PNG, JPEG), PDF documents, or data
files (e.g., CSV, Excel). This feature enables users to share visualizations, reports, or
data extracts with stakeholders or integrate Tableau outputs into external documents
or presentations.
 Format: The Format submenu provides a range of formatting options for customizing
the appearance and layout of elements within the worksheet, including fonts, colors,
borders, shading, alignment, and sizing. Users can adjust formatting settings for
different components such as titles, axes, marks, labels, legends, and backgrounds to
enhance the visual clarity and aesthetics of the visualization.
 Revert to Saved: Users can revert changes made to a worksheet since the last save
point, restoring it to its previously saved state. This feature helps users undo
unintended modifications or experiments and revert to a known, stable version of the
worksheet.
 Show Summary Data: Show Summary Data displays a summary view of the data
underlying the visualization, including aggregated statistics such as totals, averages,
and counts. This feature provides users with insights into the underlying data structure
and facilitates data exploration and validation within the context of the visualization.
 Comment: The Comment option allows users to add comments or annotations to
specific elements within the worksheet, such as marks, axes, or labels. Comments can
include textual notes, explanations, or observations to provide additional context or
insights for collaborators or viewers of the visualization.
Worksheet menu in Tableau offers a comprehensive set of tools and options for creating,
managing, formatting, and sharing worksheets, enabling users to build insightful and visually
appealing visualizations within their workbooks.

DASHBOARD (Menu)
The "Dashboard" menu in Tableau provides a range of options and functionalities for
creating, customizing, and managing dashboards within a Tableau workbook. Here's an
elaboration on each content under the Dashboard menu:

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 New Dashboard: This option allows users to create a new dashboard within the
current workbook. Dashboards serve as a canvas for assembling and organizing
multiple visualizations, text objects, images, and web content into a cohesive and
interactive layout.
 Duplicate: Users can duplicate an existing dashboard to create a copy with identical
settings and configurations. This is useful when users want to experiment with
different layouts or make variations of an existing dashboard without altering the
original.
 Layout: The Layout submenu provides options for customizing the layout and
arrangement of objects within the dashboard. Users can choose from various layout
formats, such as tiled, floating, or automatic, and adjust spacing, alignment, and sizing
to optimize the dashboard's visual presentation and usability.
 Size: Size allows users to specify the dimensions and aspect ratio of the dashboard
canvas. Users can set fixed dimensions or choose automatic sizing options based on
device or screen resolution to ensure optimal display across different devices and
viewing environments.
 Fit Width / Fit Height / Entire View: These options control how the contents of the
dashboard are scaled and displayed within the available space. Fit Width and Fit
Height resize the dashboard to fit the width or height of the viewing area, while Entire
View adjusts the dashboard to fit the entire available space, maintaining aspect ratio.
 Export Image: Export Image allows users to save the contents of the dashboard as an
image file (e.g., PNG, JPEG) for sharing or embedding in external documents or
presentations. Users can specify the image resolution and quality to ensure high-
quality output.
 Export Data: This option allows users to export the underlying data from the
visualizations within the dashboard to a data file (e.g., CSV, Excel). Exported data can
be used for further analysis, reporting, or integration with external systems or
applications.
 Export PDF: Export PDF enables users to save the entire dashboard as a PDF
document, preserving the layout, formatting, and interactivity of the visualizations
and other objects. PDF exports are useful for sharing comprehensive dashboard views
with stakeholders or for printing purposes.

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  Show Title: Show Title toggles the display of the dashboard title bar, which includes
the title text and any additional subtitle or description. Users can customize the title
text, font, color, and alignment to provide context and branding for the dashboard.
 Comment: The Comment option allows users to add comments or annotations to the
dashboard, providing additional context, explanations, or instructions for
collaborators or viewers. Comments can be used to highlight key insights, raise
questions, or suggest actions based on the dashboard content.
Dashboard menu in Tableau offers a comprehensive set of tools and options for creating,
customizing, and sharing interactive dashboards, enabling users to build compelling data
stories and facilitate data-driven decision-making within their organizations.

STORY (Menu)
Storytelling in Tableau refers to the practice of using data visualizations and narrative
elements to convey insights, trends, and analysis in a compelling and engaging manner.
Tableau's storytelling features enable users to create cohesive and interactive data stories that
guide viewers through a sequence of visualizations, annotations, and explanations to convey a
clear and impactful message. Here's an elaboration on the contents under the Story menu in
Tableau:
 New Story: This option allows users to create a new story within the current
workbook. Stories serve as a narrative framework for organizing and presenting a
series of visualizations, text objects, images, and annotations to tell a coherent data-
driven story.
 Duplicate: Users can duplicate an existing story to create a copy with identical
settings and configurations. This is useful when users want to experiment with
different storytelling approaches or make variations of an existing story without
altering the original.
 Reorder: The Reorder option enables users to rearrange the sequence of sheets
(visualizations) within the story by dragging and dropping them into the desired order.
This allows users to structure the flow of the story and control the progression of
insights and analysis presented to the viewers.
 Delete Story: Delete Story removes the selected story from the workbook. This
action permanently deletes the story and its associated content, so users should use
caution when deleting stories to avoid accidental data loss.

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  Export Packaged Workbook: Export Packaged Workbook allows users to save the
entire story, including all visualizations, annotations, and settings, as a packaged
workbook (.twbx) file. Packaged workbooks can be shared with others for viewing
and interacting with the complete data story in Tableau or Tableau Reader.
 Export Image: Export Image enables users to save the entire story as an image file
(e.g., PNG, JPEG) for sharing or embedding in external documents or presentations.
Users can specify the image resolution and quality to ensure high-quality output.
 Export Data: This option allows users to export the underlying data from the
visualizations within the story to a data file (e.g., CSV, Excel). Exported data can be
used for further analysis, reporting, or integration with external systems or
applications.
 Export PDF: Export PDF enables users to save the entire story as a PDF document,
preserving the layout, formatting, and interactivity of the visualizations and other
elements. PDF exports are useful for sharing comprehensive data stories with
stakeholders or for printing purposes.
 Show Title: Show Title toggles the display of the story title bar, which includes the
title text and any additional subtitle or description. Users can customize the title text,
font, color, and alignment to provide context and branding for the story.
 Comment: The Comment option allows users to add comments or annotations to the
story, providing additional context, explanations, or instructions for collaborators or
viewers. Comments can be used to highlight key insights, raise questions, or suggest
actions based on the story content.
The Story menu in Tableau provides a range of options and functionalities for creating,
customizing, and sharing interactive data stories that combine visualizations, annotations, and
narrative elements to effectively communicate insights and analysis to stakeholders and
decision-makers.

ANALYSIS (Menu)
The "Analysis" menu in Tableau provides a range of advanced analytical tools and
functionalities to enhance data exploration, gain deeper insights, and perform sophisticated
analysis on visualizations. Here's an elaboration on each component under the Analysis
menu:
 Totals: The Totals submenu allows users to customize the display of totals for
measures in visualizations. Users can choose from options such as automatic totals,

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 row totals, column totals, or customized totals to calculate and display aggregated
values at various levels of detail within the visualization.
 Create Calculated Field: Create Calculated Field enables users to create custom
calculated fields based on formulas or expressions defined using Tableau's calculation
language. Calculated fields can be used to perform complex calculations, derive new
metrics, apply conditional logic, or manipulate data values within the visualization.
 Forecast: The Forecast option allows users to generate forecasts for selected
measures within visualizations, predicting future trends and values based on historical
data. Users can customize forecasting parameters, such as forecast length, confidence
intervals, and prediction intervals, to generate accurate and reliable forecasts for
decision-making purposes.
 Describe Trend: Describe Trend provides a statistical analysis of trends within the
data by calculating the slope and confidence intervals for linear trends in time-series
visualizations. This feature helps users assess the strength and significance of trends
over time and gain insights into the direction and magnitude of changes in the data.
 Clusters: Clusters enables users to perform cluster analysis on the data to identify
natural groupings or clusters of data points based on similarity or proximity. Tableau
applies clustering algorithms to the visualized data and displays the clusters as distinct
groups, helping users uncover patterns, segmentations, or anomalies within the
dataset.
 Trend Line: The Trend Line option adds a trend line to the visualization to represent
the overall trend or pattern observed in the data. Users can choose from different types
of trend lines, such as linear, logarithmic, exponential, or polynomial, to best fit the
data and visualize the underlying trend effectively.
 Reference Line: Reference Line allows users to add reference lines to the
visualization to indicate specific values, thresholds, or benchmarks. Users can
customize reference lines based on constant values, calculated fields, or statistical
measures such as averages, medians, or percentiles, providing additional context and
comparison points for interpreting the data.
 Distribution: Distribution displays a histogram or density plot of the data distribution
for selected measures within the visualization. Users can visualize the frequency
distribution of data values, identify central tendencies, outliers, or skewness, and gain
insights into the overall shape and variability of the data distribution.

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  Forecast Options: Forecast Options allows users to customize the settings and
parameters for generating forecasts within the visualization. Users can adjust forecast
length, confidence intervals, and prediction intervals, as well as specify seasonal
patterns or trends to improve the accuracy and relevance of the forecasts.
 Box Plot: The Box Plot option adds a box plot to the visualization to visualize the
distribution and variability of the data for selected measures. Users can visualize key
statistical measures such as median, quartiles, and outliers, and assess data variability,
symmetry, or skewness within the dataset.
The Analysis menu in Tableau offers a comprehensive set of advanced analytical tools and
functionalities to help users explore data, uncover insights, and perform sophisticated
analysis within their visualizations. These tools enable users to gain deeper understanding,
make data-driven decisions, and communicate insights effectively to stakeholders and
decision-makers.
MAP (Menu)
The "Map" menu in Tableau provides a range of options and functionalities for creating,
customizing, and analyzing geographic visualizations using maps. Here's an elaboration on
each component under the Map menu:
 Background Maps: Background Maps allow users to choose from a variety of map
styles and providers to serve as the underlying base map for the visualization. Tableau
offers a selection of built-in map styles, including streets, satellite imagery, light and
dark themes, as well as the option to connect to custom map servers or providers for
specialized map data.
 Map Layers: Map Layers enable users to overlay additional geographic data layers
onto the base map to provide context and additional information for analysis. Users
can add layers such as boundaries (e.g., countries, states, counties), points of interest
(e.g., landmarks, airports), roads, or custom polygon layers to enhance the visual
representation of geographical data.
 Map Options: Map Options allow users to customize various settings and parameters
related to the display and behavior of maps within the visualization. Users can adjust
settings such as map projection, zoom level, pan behavior, tooltip behavior, and map
navigation controls to optimize the map viewing experience and meet specific
analysis requirements.
 Map Layers Pane: The Map Layers Pane provides a centralized interface for
managing and configuring map layers within the visualization. Users can add,

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 remove, reorder, and customize map layers directly from the Map Layers Pane, as
well as adjust layer properties such as transparency, visibility, and labeling to control
the visual appearance and interaction of map elements.
 Background Images: Background Images allow users to overlay custom images or
floor plans onto the map canvas to provide additional context or reference points for
analysis. Users can import images in various formats (e.g., PNG, JPEG) and geo-
reference them to align with the geographic coordinates of the base map, enabling
precise visualization and analysis of spatial data.
 Map Legends: Map Legends provide a visual guide to interpret the symbols, colors,
and markers used in the map visualization. Users can customize legend properties
such as title, orientation, placement, and formatting to enhance the clarity and
usability of the map visualization, particularly when presenting or sharing insights
with stakeholders.
 Map Search: Map Search allows users to search for specific geographic locations or
addresses directly within the map visualization. Users can enter keywords or
coordinates into the search bar to quickly locate and navigate to the desired location
on the map, facilitating interactive exploration and analysis of spatial data.
 Map Data Options: Map Data Options provide additional settings and configurations
for working with map data within the visualization. Users can adjust data blending,
aggregation, labeling, and tooltip settings specific to geographic data to optimize the
visualization for clarity, insight, and usability.
Map menu in Tableau offers a comprehensive set of tools and functionalities for creating,
customizing, and analyzing geographic visualizations, enabling users to explore spatial
relationships, patterns, and trends within their data effectively. These features empower users
to create compelling and informative maps that facilitate data-driven decision-making and
storytelling.
FORMAT (Menu)
The "Format" menu in Tableau provides a variety of options for customizing the appearance
and formatting of various elements within a visualization. Here's an elaboration on each
component under the Format menu:
 Worksheet: The Worksheet submenu offers options for customizing the formatting
and appearance of the entire worksheet, including background color, borders,
gridlines, shading, and title. Users can adjust worksheet settings to improve visual
clarity, aesthetics, and readability.

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 Workbook: The Workbook submenu provides options for customizing the overall
appearance and layout of the workbook, such as workbook theme, default font,
gridline settings, and workbook color palette. Users can apply consistent formatting
across multiple worksheets within the workbook to maintain visual coherence and
branding.
 Font: The Font submenu allows users to customize the font properties for various text
elements within the visualization, including titles, axis labels, data labels, tooltips, and
annotations. Users can adjust font type, size, color, style, alignment, and formatting to
enhance readability and visual appeal.
 Borders: Borders enables users to add or customize borders around specific elements
within the visualization, such as marks, headers, titles, legends, and annotations.
Users can adjust border properties, including line style, color, thickness, and padding,
to create visual distinction and emphasis.
 Shading: Shading allows users to apply shading or background color to specific
elements within the visualization, such as marks, headers, titles, legends, and
annotations. Users can customize shading properties, including color, transparency,
gradient, and pattern, to highlight key information and improve visual hierarchy.
 Lines: Lines provides options for customizing the appearance and formatting of lines
within the visualization, such as gridlines, reference lines, trend lines, and axis lines.
Users can adjust line properties, including style, color, thickness, and transparency, to
enhance visual clarity and emphasis.
 Labels: The Labels submenu offers options for customizing the appearance and
formatting of data labels within the visualization, such as mark labels, axis labels, data
tooltips, and annotations. Users can adjust label properties, including font, size, color,
format, alignment, and placement, to improve readability and comprehension.
 Annotations: Annotations enables users to add textual or graphical annotations to the
visualization to provide additional context, explanations, or insights for viewers.
Users can customize annotation properties, such as text, font, color, style, placement,
and formatting, to enhance storytelling and interpretation of the data.
 Tooltips: Tooltips provides options for customizing the appearance and behavior of
tooltips displayed when users hover over marks within the visualization. Users can
adjust tooltip properties, including content, format, size, placement, and interactivity,
to provide informative and interactive data insights.

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  Background: The Background submenu allows users to customize the background
color or image for the entire visualization or specific elements within the
visualization, such as worksheet background, dashboard background, or image
background. Users can apply background properties, including color, transparency,
gradient, or texture, to enhance visual aesthetics and branding.
The Format menu in Tableau offers a wide range of options for customizing the appearance
and formatting of visualizations, enabling users to create polished, professional, and visually
engaging data presentations tailored to their specific needs and preferences.

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