Tableau at Work
This is the detailed Table of Contents from the book, Tableau at Work©
Introduction, 23
1. The Tableau Workspace, 31
1.1 The Start Page , 32
1.1.1 Connect to a Data Source, 33
1.2 The Toolbar, 34
1.2.1 The Highlight Tool, 35
1.2.2 Fit, 35
1.2.3 Show Me, 35
1.3 The Sidebar, 36
1.4 The Data Pane, 36
1.4.1 View Data, 36
1.4.2 Transform, 37
1.4.3 Describe, 37
1.5 Analytics Pane, 38
1.6 Cards, Shelves, Controls & Legends, 38
1.7 Add Fields & Objects to the View, 39
1.7.1 The Pages Shelf, 39
1.7.2 Show, Hide, & Format Legends, 39
1.7.3 The Columns Shelf and Rows Shelf, 40
1.8 Select Marks, 40
1.9 Working with Fields, 40
1.9.1 Field Unavailable, 40
1.9.2 The Field is Missing from the Data Source Page, 41
1.9.3 Can not Change the Order of Fields on Shelves, 41
1.9.4 Can not Delete a Field, 41
1.10 The Status Bar and Sheet Tabs , 41
1.10.1 UnHide Sheets, 41
1.10.2 Copy Dashboards and Worksheets, 41
1.11 Menus, 41
1.11.1 The Format & Window Menus, 41
1.11.2 Worksheet Menu, 42
1.11.2.1 Caption, 42
2. Data Sources, 43
2.1 The Start Page, 43
2.2 The Data Source Page, 43
2.2.1 The Context Menu, 44
2.2.1.1 Rename a Field, 44
2.2.1.2 Hide a Field, 45
2.2.2 Transform (Split) Strings, 45
2.2.3 Hide All Unused Fields, 46
2.2.4 Create an Alias, 46
2.2.5 Edit or Remove Aliases, 47
2.3 Work with Data Sources, 47
2.4 Connect to a Data Source, 48
2.4.5.1 Connect to a Saved Data Source, 48
2.5 Tableau Server Data Source, 48
2.5.1 Live vs. Extract, 49
2.5.2 Data Source Extract Filters, 49
2.5.2.1 Refresh the Extract So the Visualization Data Matches the Data Source, 50
2.5.3 Move a Data Source’s Data File, 51
2.5.4 Rename a Data Source, 51
2.5.5 Remove or Close a Data Source, 51
2.5.6 Save Data Sources - *.tds, 51
2.6 Replace a Data Source, 52
2.6.1 Change the Connection to a New File, 52
2.6.2 Overview, 52
2.6.3 What is Not Copied?, 53
2.6.4 Field Names are Case-Sensitive, 53
2.6.5 Renamed Fields & Aggregation, 53
2.6.6 Field Data Types, 53
2.6.7 Check Fields in Parameter Lists Are Not Hidden, 53
2.6.8 Unused Fields, 53
2.6.9 Roles: Measures, Dimensions, Discrete, & Continuous, 54
2.6.10 Replace References, 54
2.6.10.1 Unhide Worksheets, 54
2.6.10.2 Data Source Filters, 54
2.7 Replace a Data Source, Step-by-Step Instructions, 54
2.7.1 Sign In to a Tableau Server, 55
2.7.2 Connect to the New Data Source, 55
2.7.3 New Worksheet for New Data Source, 55
2.7.4 Create a Folder for Custom Fields, 55
2.7.5 Copy Custom Fields, 56
2.7.6 Custom Shapes and Colors, and Sort Settings, 56
2.7.7 Replace the Data Source, 56
2.7.8 Look for Trouble, 57
2.7.8.1 Filter Selections, 57
2.7.9 Fixing Issues After Replacing a Data Source, 57
2.7.9.1 Replace References, 58
2.7.9.2 Update Parameter Lists, 58
2.7.9.3 Adjust Row Level Security, 58
2.7.9.4 Adjust Blend Relationships, 58
2.8 Create an Extract, 58
2.8.9.1 Add an Extract Filter, 59
2.8.9.2 Aggregate Data, 59
2.8.9.3 Number of Rows, 60
3. Tableau Terminology, 61
3.1 Dimension Fields, 61
3.1.1 Combined Dimension Fields, 61
3.2 Measure Fields, 62
3.3 Measure Names, Measure Values, & Count, 63
3.3.1 Measure Values Shelf, 63
3.3.2 Count, 64
3.4 Roles, 64
3.4.1 Geographic Role, 64
3.5 Discrete vs. Continuous, 65
3.5.1 Blue vs. Green , 66
3.5.2 Discrete, 66
3.5.2.1 Change Qty to Discrete, 67
3.5.2.2 Categorical Color Palette, 68
3.5.2.3 Sorting Discrete Data, 68
3.5.3 Continuous, 68
3.5.3.1 x and y-axis, 69
3.5.3.2 Continuous Color Palette, 70
3.5.3.3 Unable to Sort Continuous Data, 70
3.6 Calculations, Groups, Sets, Bins & Placeholders, 70
3.6.1 Table Calculations, 71
3.6.2 Groups, 71
3.6.2.1 Create Groups, 71
3.6.3 Sets, 72
3.6.3.1 Create a Static Set, 73
3.6.3.2 Conditional Sets, 74
3.6.3.3 Combined Sets, 75
3.6.3.4 Filter with Sets, 76
3.6.3.5 Set Control, 76
3.6.4 Placeholder Fields, 76
3.7 Aggregation, 77
3.7.1 The Visualization Level of Detail, 78
3.7.2 Aggregations, Addressing, and Partitioning , 78
3.7.3 Aggregate Functions, 78
3.7.4 Context Filters to Decrease Scope, 78
4. The Language of Data, 79
4.1 Types of Data, 79
4.1.1 Field Type Detection and Naming Improvements, 79
4.1.2 Change the Data Type of a Field, 80
4.2 Nulls, *, All, and None, 80
4.2.1 Nulls, 80
4.2.1.1 Null Indicator, 80
4.2.2 All, 81
4.2.3 None, 81
4.2.4 * Asterisk, 81
4.2.5 No Data, 81
4.3 Field Default Properties, 82
4.3.1 Describe Fields: Comments, 82
4.3.2 Dimension Fields, 82
4.3.3 Measure Fields, 82
4.3.3.1 Number Fields, 82
4.3.4 Date Fields, 83
4.4 Data Pane Icons, 83
4.5 The Tableau Data Model, 84
4.5.1 Logical Layer, 84
4.5.2 Physical Layer, 84
4.6 Data Structure, 85
4.6.1 Partitioning, 85
4.6.2 Valid Dates, 85
4.6.3 Remove Totals, 85
4.6.4 Tall Data, 86
4.7 Combining Data, 87
4.7.1 Relationships, 87
4.7.2 Joins, 87
4.7.3 Inner Join, 88
4.7.3.1 Create an Inner Join, 88
4.7.4 Left Join, 88
4.7.4.1 Create a Left Join, 89
4.7.5 Full Outer Join, 89
4.7.6 Right Join, 90
4.7.7 Unions, 90
4.7.8 Data Blends, 90
4.8 Working with Data, 91
4.8.1 View & Export Data, 91
4.8.1.1 Full Data Tab, 91
4.8.1.2 The View Data icon in a Tooltip , 92
4.8.1.3 Summary, 92
4.8.1.4 View Data in a TWBX File, 92
4.8.1.5 View Data from the Data Pane, 92
4.8.1.6 View Data for Selected Mark(s), 93
4.8.2 Check the Data, 93
5. A Chart With a View, 95
5.1 Preparation, 95
5.2 Show Me, 96
5.3 Create a Chart, 96
5.3.1 Which Chart (Mark Type) Should I Use?, 97
5.3.2 Drop Field, 97
5.3.3 Steps to Create the Visualization, 97
5.3.4 Validate & Test, 98
5.3.5 Data & Fields, 99
5.3.5.1 Category, 99
5.3.5.2 Sub-category, 99
5.3.5.3 Segment, 99
5.3.6 Components or Elements, 99
5.3.7 Columns Shelf, 99
5.3.8 Rows Shelf, 99
5.3.9 Color Tile and Color Legend, 99
5.4 Share Charts and Dashboards, 99
5.4.1 Export to Power Point, 100
5.4.2 Package the Workbook, 100
5.4.3 Extract Data, 100
5.4.4 Publish the Data Source to a Tableau Server, 100
5.5 Publish to Tableau Server or Tableau Public, 101
5.5.1 Optimize Performance, 101
5.5.2 Row Level Security, 101
5.5.3 Row Level Security With Two Connections in a Data Source, 101
5.6 From Data to Insights, 104
5.6.1 Start With a Question, 104
5.6.2 Analyze the Data, 105
5.6.3 What Message Do You Want to Convey?, 105
5.6.3.1 Example 1, 105
5.6.3.2 Example 2, 105
5.6.3.3 Example 3, 106
5.6.3.4 Example 4, 106
5.6.3.5 Example 5, 106
5.6.3.6 Example 6, 106
5.6.4 Tell a Story, 106
5.6.4.1 Beginning, 106
5.6.4.2 Middle, 107
5.6.4.3 End, 107
5.6.5 Target your Audience, 107
5.7 Designing a Visualization, 107
5.7.1 Preattentive Attributes, 107
5.7.2 Best Practices, 107
5.7.3 Review your visualizations, 107
5.7.4 Audience Feedback, 108
6. Storytelling With Charts, 109
6.1 Blend Measures into a Single Axis, 110
6.2 Dual-axes Charts, 110
6.3 Multiple Charts in One View, 113
6.4 A Small Multiples View, 113
6.5 Donut Chart, 118
6.5.1 Preview - the Finished Chart, 119
6.5.2 Create the Visualization, 119
6.6 Stacked Bar Chart, 121
7. Visual Details, 123
7.1 Marks Card: Tiles, 123
7.2 Types of Marks, 124
7.2.1 Multiple Marks, 125
7.2.2 Bar Charts, 126
7.2.2.1 Rounded End for Bar Charts, 126
7.2.2.2 Histogram Charts, 128
7.2.2.3 Bins, 129
7.2.3 Circle Marks, 130
7.2.3.1 Sparkline, 130
7.2.3.2 Word Clouds, 131
7.2.3.3 Box-and-Whisker Plots, 131
7.2.3.4 Create a Box-and-Whisker Plot, 132
7.2.4 Text Marks, 133
7.2.5 Square Mark Type, 133
7.2.5.1 Heat Map, 133
7.2.6 Gantt Bar Chart, 134
7.2.6.1 Bullet Graph, 134
7.2.7 Shape Marks, 136
7.2.7.1 Custom Shapes and Colors, 137
7.2.7.2 Charts with Only Shapes, 137
7.2.7.3 Timeline Chart, 137
7.2.7.4 Transparent Shapes to Call Attention to Some Marks, 138
7.2.7.5 Examples of Colored Up & Down Arrows, 138
7.2.7.6 RAG Ratings, 138
7.2.7.7 Use a Transparent Shape to Remove Blue Shading, 138
7.2.7.8 Call Attention to Marks with Transparent Shapes & Color, 139
7.2.7.9 Scatter Plots, 141
7.2.7.10 Side-by-Side Circles, 141
7.2.8 Line Charts, 141
7.2.8.1 Dumbbell Chart, 141
7.2.9 Area Mark, 142
7.2.10 Density Mark, 142
7.2.11 Maps, 143
7.3 The Color Property, 143
7.3.1 Default Color, 144
7.3.2 Fields on the Color Tile, 144
7.3.3 Color Palettes, 144
7.3.3.1 Categorical Color Palette, 145
7.3.3.2 Diverging Color Palette, 145
7.3.4 Assign Color to Marks, 145
7.3.4.1 Halo, 146
7.3.5 Border or Outline Color of Bars, 146
7.3.6 Color Positive and Negative Numbers, 146
7.3.7 Highlight Table - Include Totals in Color , 147
7.3.8 Match Label Colors to Bar Color, 147
7.3.9 Show Color Legend(s), 148
7.3.10 Color Legend From Field Values, 148
7.3.11 Opacity, 148
7.3.12 Transparency, 149
7.3.13 Color Not Applied, 149
7.3.14 White or Special Colors, 149
7.3.15 Color Tile Affects Lines in the View, 149
7.3.16 Call Attention to the Difference With Color, 149
7.3.16.1 Preview the Finished Dashboard, 150
7.3.16.2 Create the Visualization, 150
7.4 The Size Property, 152
7.5 The Text or Label Property, 153
7.5.1 A Heading for a Field on the “Text” Tile, 155
7.5.2 Text Values Not Shown, 155
7.6 The Detail Tile, 155
7.6.1 Field Not Available, 155
7.7 Tooltips, 155
7.8 Reference Lines, 156
7.8.1 Reference Line with Shading, 156
7.8.2 Format Reference Line, 157
7.8.3 Bullet Graph with Reference Line & Distribution Band, 157
7.8.3.1 Create the Visualization, 158
7.9 Trend Lines, 159
7.9.1 Trend Line Overlaps Mark Label, 159
7.9.2 Trend Line Grayed Out, 159
7.9.3 Trend Line Color, 160
7.9.4 Remove Trend Line, 160
8. Filter & Sort, 161
8.1 Filter Logic & the Order of Operations, 161
8.1.1 Order of Operations, 161
8.1.2 How Tableau Applies Filters, 162
8.1.3 The ‘Apply to Worksheets’ Setting, 162
8.2 Create a Filter, 163
8.2.1 Select Marks to Create a Filter `, 164
8.2.2 Select Headers to Filter Data, 164
8.2.3 Filter from Fields on the Rows Shelf or Columns Shelf, 164
8.2.4 Exclude Nulls, 164
8.3 Filter Controls, 165
8.3.1 Formatting a Filter Control, 165
8.3.2 Only Relevant Values, 166
8.3.3 Show Apply Button, 166
8.3.4 Show ‘All’ Value, 166
8.4 Filter Actions, 166
8.5 Types of Filters, 167
8.5.1 Table Calculation Filters, 168
8.5.2 Dimension Filters, 168
8.5.2.1 Top N Filter, 168
8.5.3 Measure Filters, 169
8.5.4 Date Filters, 169
8.5.5 Context Filters, 170
8.5.5.1 Why Use a Context Filter?, 170
8.5.6 Filtering with Sets & Groups, 171
8.5.7 Extract Filters, 171
8.5.8 Data Source Filters, 172
8.5.9 Filtering with Parameters, 172
8.6 Testing Filters, 172
8.7 Filter Examples, 172
8.7.1 Filter to Dynamic Range & Top N, 172
8.7.2 Filter the View, Not the Underlying Data, 173
8.7.2.1 Introduction, 173
8.7.2.2 Create the Visualization, 174
8.7.2.3 Validate and Test, 175
8.7.2.4 Project Files, 175
8.7.2.5 Data & Fields, 175
Sales, 175
Order Date, 175
8.8 Improve Filter Performance, 175
8.9 Sorting, 175
8.9.1 Default Sort Behavior, 175
8.9.2 What Can’t You Sort?, 176
8.9.2.1 Continuous Fields, 176
8.9.2.2 Table Calculations Can’t be Sorted, 176
8.9.2.3 Change a Continuous Field to Discrete for Sorting with Rank(), 176
8.10 Types of Sorting, 176
8.10.1 Computed Sorts, 176
8.10.2 Manual Sorts, 177
8.10.3 Nested Sort, 177
8.11 How to Sort in Tableau, 177
8.11.1 Sort Dialog Box, 179
8.11.2 The Toolbar Sort Buttons, 179
8.11.3 Hover Over Field Labels, 179
8.11.4 Use a Legend to Sort, 180
8.11.5 Axis Sort Tool, 180
8.12 Sort Examples, 180
8.13 Click Data Points to Sort with a Set, 181
8.13.1 Preview - the Finished Chart, 181
8.13.2 Create the Visualization, 181
8.13.3 Worksheets, 184
8.13.4 Data & Fields, 184
8.13.4.1 Order Date, 184
8.13.4.2 Sales, 185
8.13.4.3 Category, 185
8.13.4.4 Calculated Fields, 185
Category Sorter, 185
% of Total Sales, 185
Calculation to Turn Off highlighting, 185
8.13.5 Category Sort (Set), 185
8.13.6 Components or Elements, 185
8.13.7 Columns Shelf, 186
8.13.8 Rows Shelf, 186
8.13.9 ‘Change Set Values’ Action, 186
8.13.10 Marks: Details, 186
8.13.11 Marks: Color, 186
8.13.12 Toolbar: Highlight, 186
8.14 Hover to Choose a Field for Sorting, 186
8.14.1 Introduction, 186
8.14.2 Preview - the Finished Dashboard, 186
8.14.3 Create the Visualization, 187
8.14.4 Testing, 190
8.14.5 Project Files, 190
8.14.6 Worksheets & Dashboard, 190
8.14.7 Bar Chart Worksheet, 190
8.14.8 Text Worksheet, 190
8.14.9 Data & Fields, 191
8.14.10 Measured Names, 191
8.14.11 Calculated Fields, 191
“Calc Field for Sorting”, 191
Placeholder, 192
8.14.12 Components or Elements, 192
8.14.13 Filters Shelf, 192
8.14.14 Marks Cart: Text, 192
8.14.15 Measure Values Card, 192
8.14.15.1 Parameter, 193
8.14.15.2 Change Parameter - Dashboard Action, 193
8.14.15.3 Parameter Control, 193
8.15 Sorting Segments Within a Stacked Bar, 193
8.15.15.1 Preview - the Finished Worksheet, 193
8.15.15.2 Create the Visualization, 193
8.16 Sort by Rank Alternative, 195
8.16.1 Project Files, 196
8.16.2 Fields, 196
8.16.3 Sort by Date and SUM(Sales), 197
8.17 Sort Columns or Marks, 198
8.17.1 Sort the Order of Columns on the Canvas, 198
8.17.2 Sort to Bring a Mark to the Front, 199
9. Dates, 201
9.1 Date Level Settings, 201
9.2 Date Parts, 202
9.2.1 Year and Month, 204
9.2.2 Select Marks on the View to View Data, 204
9.3 Date Values, 205
9.3.1 Change to a Date Value, 206
9.4 Comparing Date Parts and Date Values, 206
9.5 ISO Date Standards, 207
9.6 Discrete vs. Continuous Dates, 207
9.6.1 Add Date Parts to Titles, 207
9.6.2 Worksheet for Date Title, 208
9.7 Formatting and Default Properties, 209
9.7.1 Formatting All Dates in a Data Source, 209
9.7.2 Default Properties for Dates, 209
9.7.3 Date Symbols, 209
9.7.4 Abbreviate Month in the Axis, 210
9.8 ‘Alias’ for a Date Field, 210
9.9 Date Functions, 210
9.9.1 Date Literal, 211
9.9.2 Expressions for Filtering vs. Returning a Date, 211
9.9.3 DATEPART() and DATENAME(), 211
9.9.4 DATEADD() and DATEDIFF(), 211
9.9.5 Change Date to String with DATENAME(), 212
9.9.6 DATE(), 212
9.9.7 DATETRUNC(), 212
9.9.8 MIN() and MAX() with Dates, 212
9.10 Data Refresh Date in Title, 212
9.11 Avoid ‘All’ in a Date Title, 213
9.12 Time Duration for Gantt Bar, Waterfall & Resume, 214
9.13 Date Parameter in Axis Label, 215
10. Table Calculations, 219
10.1 Table Calculation Scope, 220
10.2 Add a Table Calculation, 220
10.2.1 Pareto Chart With a Running Total & Percent of Total Table Calculation, 221
10.3 Quick Table Calculations, 223
10.4 Compute Using, 224
10.4.1 How ‘Compute Using’ Groups Data in Table Calculations, 224
10.4.2 Compute Using: Specific Dimensions, 225
10.4.3 Slope Chart with a Rank Table Calculation, 225
10.4.4 Compute Using: Table Across, 228
10.4.5 Compute Using: Table Down, 228
10.4.6 Compute Using: Table Across, Then Down, 229
10.4.7 Compute Using: Table Down, Then Across, 229
10.4.8 Compute Using: Pane Down, 230
10.4.9 Compute Using: Pane Down, Then Across, 231
10.4.10 Compute Using: Pane Across, Then Down, 233
11. Calculations, 235
11.1 Types of Calculated Fields, 235
11.1.1 In-line Calculations, 235
11.1.2 Placeholders, 236
11.2 Syntax, 236
11.2.1 Calculated Field Data Types , 237
11.2.2 Comments, 237
11.2.3 Boolean, 237
11.2.4 Functions, 237
11.2.5 Fields, 237
11.2.6 Parameters, 237
11.2.7 Literal Expressions, 237
11.3 Mathematical Order of Operations, 238
11.3.1 Elements in Parentheses, 238
11.3.2 Division and multiplication, 238
11.3.3 Addition and subtraction, 239
11.4 Aggregation & Level of Detail, 239
11.4.1 Count(), CountD(), 240
11.4.2 AVG(), 240
11.4.3 Aggregation Errors, 240
11.4.4 ATTR() - Dimension vs. Measure, 241
11.5 The Calculation Editor, 242
11.5.1 Add Fields to the Calculation, 242
11.5.2 Preview Calculation, 242
11.5.3 Zoom or Font Size, 242
11.6 Create and Edit Calculated Fields, 242
11.7 Validate & Test, 243
11.8 Useful Functions, 243
11.8.1 Case, 244
11.8.2 MAX() and MIN(), 244
11.8.3 ROUND(), 244
11.8.4 ZN(), 244
11.9 User Functions, 244
11.10 Table Calculation Functions, 244
11.10.1 FIRST(), 245
11.10.1.1 FIRST() Example, 245
11.10.2 LAST(), 246
11.10.3 INDEX(), 247
11.10.3.1 Filter to Top 5 using INDEX(), 247
11.10.4 LOOKUP(), 248
11.10.5 RANK(), 249
11.10.5.1 Sort by Ranking Alternative, 249
11.10.6 WINDOW_AVG, 250
11.10.7 WINDOW_SUM , 251
11.11 Level of Detail (LoD), 251
11.12 Level of Detail Expressions, 252
11.12.1 Scoping Keywords, 252
11.12.1.1 EXCLUDE, 252
11.12.1.2 FIXED, 253
11.12.1.3 INCLUDE, 253
11.12.2 LoD Declaration, 254
11.13 Fixed LoD Example, 254
11.13.1 Comparing Visualizations, 254
11.13.2 The Visualization Without LoD Calculations, 255
11.13.3 The Visualization with a LoD Zip Calculation, 256
11.13.4 LOD All Fans Sheet, 257
11.13.4.1 Fixed LoD Without a Dimension Declaration, 258
11.13.5 Project Files, 259
11.13.6 Worksheets, 259
11.13.6.1 No LoDs, 259
11.13.6.2 LoD Zip, 259
11.13.6.3 LoD All Fans, 259
11.13.7 Data & Fields, 260
11.13.8 Calculated Fields, 260
11.13.8.1 % of All Fans v2, 261
11.13.9 Components or Elements, 261
11.13.10 Marks Card: Label, 261
11.13.10.1 No LoDs, 261
11.13.10.2 LoD Zip, 261
11.13.10.3 LoD All Fans, 261
11.14 Weighted Average with Fixed LoD, 261
11.14.1 Introduction, 262
11.14.2 Preview - the Finished Dashboard, 262
11.14.3 Create the Visualization, 262
11.14.4 The Avg Expense View, 262
11.14.5 The Weighted Average Calculation, 263
11.14.6 The Weighted Average View, 263
11.14.7 Worksheets & the Dashboard, 264
11.14.8 Data & Fields, 264
11.14.8.1 Order Date, 264
11.14.8.2 Category, 264
11.14.8.3 Sales, 264
11.14.8.4 Profit, 265
11.14.8.5 Expense, 265
11.14.8.6 Weighted Average, 265
11.14.8.7 Avg Expense, 265
11.14.9 Components or Elements, 265
11.14.9.1 Columns Shelf, 265
11.14.9.2 Rows Shelf, 265
11.14.9.3 Text Tile on the Marks Card, 265
11.14.9.4 Row Grand Totals, 266
11.14.10 Marks Card: Text, 266
11.15 Totals, 266
11.15.1 Format Totals, 267
11.15.2 Include Totals in the Color Property, 267
11.15.3 Total Using Sum, Average, Minimum, or Maximum, 267
12. Formatting, 269
12.1 Elements of the View, 269
12.1.1 Format an Object, 271
12.2 Format Control Panes, 271
12.3 Fonts, 272
12.4 Alignment, 272
12.4.1 Vertical Alignment, 272
12.4.2 Center Column Values, 273
12.4.2.1 Format Pane, 273
12.4.2.2 Text Tile Alignment, 274
12.4.3 Text Tile - Edit Label, 274
12.4.4 Format Pane - Measure Values, 275
12.5 Shading, 276
12.5.1 Row Banding, 277
12.5.2 Column Banding, 278
12.5.3 Worksheet Shading (Background), 278
12.6 Borders, 278
12.6.1 Default: Cell, 278
12.6.2 Row Divider, 279
12.6.3 Column Divider, 280
12.6.3.1 Divider Between Columns, 281
12.7 Lines , 282
12.7.1 Grid Lines, 282
12.7.2 Format the Workbook Grid Lines, 282
12.7.3 Horizontal Grid Lines, 283
12.7.4 Axis Rulers, 284
12.8 Fields, 285
12.8.1 Header Tab, 285
12.8.1.1 Format Totals, 286
12.8.2 Can not Format Date Field, 286
12.9 Show Header/Hide Header, 286
12.9.1 Resize Column Header, 286
12.10 Axis, 286
12.10.1 Show or Hide Axis, 286
12.10.2 Axis Labels, 287
12.10.3 Resize Axis Height, 287
12.11 Format Field: Axis, Numbers, 287
12.11.1 Currency (Standard), 288
12.11.2 Pane, Null Format, 288
12.11.3 Format Field: Pane, 289
12.11.4 Number Formats: Positive, Negative & Zero, 289
12.11.5 Number Format: Percentage, 290
12.11.6 Number Format: Custom Arrows, 291
12.12 Bring a Mark to the Forefront, 293
12.13 Resize, 293
12.13.1 Resize Bar Width, 294
12.14 Default Properties, 294
12.14.1 Color, 295
12.15 Format Menu, 295
12.15.1 Workbook, 295
12.15.2 Animations, 295
12.15.3 Worksheet Title and Caption, 295
12.15.4 Filter & Set Controls, 296
12.15.5 Field Labels, 296
12.15.6 Legends, 296
12.15.7 Cell Size, 296
12.15.8 Copy & Paste Formatting, 297
12.16 Worksheet Settings, 297
12.17 Headers, 297
12.17.1 Change Whitespace between Title and Column Headings, 297
12.17.2 Dashboard Container for Headings, 298
12.17.3 Rotate Header, 298
12.17.4 Format Header for Totals, 298
12.17.5 Headings Do not Line Up on a Dashboard, 298
12.18 Analysis: Table Layout, 298
12.18.1 Show Empty Columns, 299
12.19 Properties on the Marks Card, 299
12.20 Reference Line Labels, 299
12.21 Arrows Comparing Two Values, 299
12.22 Color, 301
12.22.1 Title with Mark Colors, 301
12.22.2 Match Label Colors to Bar Color, 301
12.22.3 Trend Line Color, 302
12.22.4 Remove Vertical Lines from the Color Tile, 302
12.22.5 Color Not Applied, 302
13. Labeling & Text, 303
13.1 Mark Labels, 303
13.1.1 Stack Marks Off, 304
13.1.2 Mark Labels & the Text Tile, 304
13.1.2.1 Always Show, 305
13.1.3 Move a Label, 305
13.1.4 Beginning and End of Line, 305
13.1.5 Move Headings to the Top , 306
13.1.6 Use Measure Names as Labels, 306
13.1.7 Reposition Mark Labels, 306
13.1.7.1 Highlight Table - Mark Labels, 306
13.1.8 Toolbar Button, 307
13.2 Axis Labels, 307
13.2.1 Format Axis, 307
13.2.2 Show or Hide Axis, 307
13.2.3 Independent Axis for Each Row, 308
13.2.4 Center Date Labels/Headers, 308
13.3 Field Labels, 309
13.4 Headers, 309
13.4.1 Add Headers to Multiple Charts, 309
13.4.2 A Heading for a Field on the Text Tile, 309
13.4.3 Dashboard Container Only for Headings, 310
13.5 Worksheet Titles, 310
13.5.1 Titles Including Field Data, 311
13.6 Legends & Controls, 311
13.6.1 Edit Alias, 311
13.6.2 Legend Highlighting, 311
13.6.3 Separate Color Legends, 311
13.6.4 Custom Color & Shape Legend (Diamond), 312
13.7 Annotations, 314
13.8 Placeholder Fields, 314
13.9 Reference Line Labels, 315
14. Dashboards, 317
14.1 Create a Dashboard, 317
14.2 Dashboard Pane, 317
14.2.1 Device Layout, 318
14.2.2 Size, 318
14.2.3 Sheets, 318
14.2.3.1 Swap Sheets, 318
14.2.4 Objects, 318
14.2.5 Tiled and Floating, 318
14.3 Layout Pane, 319
14.3.1 Position and Size, 319
14.3.2 Background, 319
14.3.2.1 Background Image or Wallpaper, 319
14.3.2.2 Change a Floating Object Background Color, 319
14.3.3 Item Hierarchy, 319
14.3.4 Padding, 320
14.4 Containers, 320
14.4.1 Add a Container, 321
14.4.2 Add Objects to a Container, 321
14.4.3 Drag to Resize Containers, Sheets, and Objects, 321
14.4.4 Select a Parent Container, 322
14.4.5 Positioning Containers and Objects, 322
14.5 Dashboard Objects, 323
14.5.1 Image Button - URL or Email, 323
14.5.2 Web Page Button, 324
14.5.3 Menus from Buttons, 324
14.5.4 Download Button, 324
14.5.5 Copy a Dashboard Object, 325
14.6 Object Menu, 325
14.6.1 Fit, 326
14.6.1.1 Align Two Charts With Fit Width, 326
14.6.2 Caption, 327
14.6.3 Size: Edit Height or Width, 327
14.6.4 Align Sheets (Height), 327
14.6.5 Distribute Contents Evenly, 327
14.6.6 Floating Container: Show-Hide Button, 328
14.6.7 Reorder Objects in a Container, 328
14.6.8 Floating Order, 328
14.6.9 Select Parent Container, 328
14.7 Filters, 328
14.7.1 Identifying Particular Worksheet Filters, 328
14.7.2 Format a Filter Control Title, 328
14.7.3 Apply Filter to all Data Sources, 329
14.7.4 Filter Dashboard Sheets When Data Points are Selected, 329
14.7.5 Apply Filter to All Worksheets on Dash, 329
14.8 Legend, 329
14.9 Parameter Controls, 330
14.10 Dashboard Menu, 330
14.10.1 Align Items With a Grid, 330
14.11 Actions, 330
14.12 Titles & Headings, 331
14.12.1 Include Field Data in the Dashboard Title, 331
14.12.2 Dashboard Container for Headings, 331
14.13 Aligning KPIs on a Dashboard, 331
14.14 Dashboard Sheet Selection Menu, 332
14.14.1 Preview - the Finished Dashboard, 332
14.14.2 Create the Visualization, 332
14.14.3 Testing, 334
14.14.4 Worksheets and Dashboard, 334
14.14.5 Data & Fields, 335
14.14.6 Calculated Fields, 335
14.14.7 Components or Elements, 335
14.14.8 Columns Shelf, 335
14.14.9 Rows Shelf, 335
14.14.10 Parameter, 335
14.14.11 Parameter Control, 335
14.14.12 Filters Shelf, 336
14.14.12.1 Profit Worksheet Filter, 336
14.14.12.2 Sales Worksheet Filter, 336
14.15 Dynamic Zone Variability, 336
14.15.1 Testing, 338
14.16 Horizontal Radial Buttons to Change Filters, 338
14.16.1 Testing, 342
14.17 Horizontal Radial Buttons to Switch Sheets, 342
14.18 A Floating Container for Filters, 346
14.18.1 Introduction, 346
14.18.2 Preview - the Finished Dashboard, 346
14.18.2.1 Hide the Filters Container, 347
14.18.3 Create the Visualization, 347
14.18.4 Testing, 350
14.18.5 Worksheet & Dashboard, 350
14.18.6 Data & Fields, 350
14.18.7 Components or Elements, 350
14.18.8 Rows Shelf, 351
14.18.9 Columns Shelf, 351
14.18.10 Filters Shelf, 351
14.18.11 Filter Controls, 351
14.18.12 Dashboard Container & Show/Hide Button, 351
14.18.13 Formatting, 352
14.19 A Reset All Filters Button, 352
14.19.1 Introduction, 352
14.19.2 Preview - the Finished Dashboard, 352
14.19.3 Create the Visualization, 352
14.19.4 Testing, 354
14.19.5 Worksheets, 354
14.19.5.1 Select All Filters Worksheet, 355
14.20 A Floating Dashboard Container, 355
14.20.1 Rows Shelf, 355
14.20.2 Columns Shelf, 355
14.20.3 Filters Shelf, 355
14.20.4 Filter Controls, 355
14.20.5 Filters Action, 355
14.20.6 Formatting, 355
14.21 A Pop-Out Chart (Filter Action), 356
14.21.1 Create the Visualization, 356
14.21.2 Testing, 358
14.21.3 Worksheets, 358
14.21.4 Dashboard, 358
14.21.4.1 Vertical Container: Chart 1, 358
14.21.4.2 Vertical Container: Pop-out Chart 2, 358
14.21.5 Filter Action, 358
14.22 Titles When There Are No Rows of Data, 359
14.23 KPIs and BANs (Big Numbers), 359
14.23.1 Create the Visualization, 359
14.23.2 Display Only Shapes, 363
14.23.3 Size KPIs Sheets and Containers , 363
14.23.4 Arrows from Number Format, 364
14.23.5 Data & Fields, 364
14.23.6 Calculated Fields, 364
14.23.7 Rows & Columns Shelves, 364
14.23.8 Set, 364
14.23.9 Marks, 364
14.23.10 Filters Shelf, 364
14.24 Stories, 365
14.24.1 Size Options, 365
14.24.2 Layout Pane, 365
14.24.3 Title, 366
14.24.4 Add Text, 366
15. Interactivity, 367
15.1 Actions, 367
15.1.1 Run Action On, 367
15.1.2 Filter Action, 368
15.1.3 Highlight Action, 368
15.1.4 Go to URL Action, 368
15.1.4.1 Link to Tableau Server Dashboards and Worksheets, 369
15.1.4.2 Email (URL Link), 369
15.1.5 Go to Sheet Action with a Tooltip, 369
15.1.6 Change Parameter Action, 370
15.1.7 Change Set Action, 371
15.1.8 Drill Down with a Set Action, 371
15.2 Tooltips, 373
15.2.1 Edit Tooltip, 373
15.2.2 Tooltip Command Buttons, 374
15.2.3 Field Not Showing in Tooltip, 374
15.2.4 Unhide Tooltip Worksheet, 374
15.2.5 Insert a Chart Inside the Tooltip, 375
15.2.6 Email From Within a Tooltip, 375
15.2.7 Open Other Worksheet from Within a Tooltip, 375
15.3 Highlighting, 376
15.3.1 Toolbar: Highlight, 376
15.3.2 Choose Highlight Fields, 377
15.3.3 Calculation Field to Turn Off Highlighting, 378
15.3.4 Legend Highlighting, 379
15.4 Parameters, 379
15.4.1 Create Parameter, 379
15.4.2 Populate with the Latest Date, 379
15.4.3 Filter With Parameter, 380
15.4.4 Parameter Control, 380
15.5 Switch Between Measures with Parameters, 380
15.5.1 Create the Visualization, 380
15.5.2 Testing, 382
15.5.3 Data & Fields, 382
15.5.3.1 Calculated Field, 382
15.5.4 Columns Shelf, 382
15.5.5 Rows Shelf, 382
15.5.6 The Parameter & a Parameter Control, 382
15.5.7 Marks Card: Color Tile, 382
15.6 Switch Between Aggregation: Sum & %, 382
15.6.1 Switch Between Dimensions, 383
15.7 Hierarchies, 384