Tabular reports examples7/14/2023 For details, see Use Show Me to Start a View. Select one or more fields in the Data pane and then choose a chart type from Show Me, which identifies the chart types that are appropriate for the fields you selected. Pane and drop them onto the cards and shelves that are part of everyĭouble-click one or more fields in the Data pane. When you build a view, you add fields from the Data pane. The question varies depending on the field you choose, where you place it, and the order in which you add it to the view.įor every question you ask, the view changes to represent the answer visually with marks represented by shapes, text, hierarchies, table structures, axes, color. What do you want to know?Įvery time you drag a field into the view or onto a shelf, you're asking a question about the data. Every view that you build in Tableau should start with a question. A viz could be a chart, a graph, a map, a plot, or even a text table.īefore you start building a view, consider the question or questions you're hoping to answer with data. Build the viewĪ view is a visualization or viz that you create in Tableau. You can drill down into a hierarchy by clicking the + sign in a field, or drill back up by clicking the - sign in a field. For example, in this data source, Country, State, City, and Postal Code are grouped into a hierarchy named Location. If you have related dimension fields, sometimes you might want to group them in a folder, or as a hierarchy. For more details, see Navigating Data Sources in the Data Pane.įor details on the many ways you can customize the fields in the data pane, see Organize and Customize Fields in the Data Pane, Edit Default Settings for Fields, and Work with Data Fields in the Data Pane. If you have more than one data source in a workbook, click the data source connection name in the Data pane to select it for use. For more information about parts of the workspace, see The Tableau Workspace. For more information, see Dimensions and Measures, Blue and Green.įor details on finding fields in the Data pane, see Find fields. Sometimes a table or folder will contain only dimensions, or only measures to start with. For each table or folder in a data source, dimension fields appear above the gray line and measure fields appear below the gray line.ĭimension fields typically hold categorical data such as product types and dates, while measure fields hold numeric data such as sales and profit. The Data pane contains a variety of fields organized by table. In the worksheet, the columns from your data source are shown as fields on the left side in the Data pane. For more details on connecting to your data, see Connect to and Prepare Data and Tips for Working with Your Data.Ĭlick the sheet tab to go to the new worksheet and begin your analysis. Drag the "Orders" table to the canvas to start exploring that data.ĭepending on how your data is structured, you might need to do more data preparation and integration before you start exploring it in Tableau. Select Sample - Superstore, and then click Open.Īfter you connect to the Excel data, the Data Source page shows the sheets or tables in your data. Go to /Documents/My Tableau Repository/Datasources/ version number/. In the Open dialog box, navigate to the Sample - Superstore Excel file on your computer. On the start page, under Connect, click Microsoft Excel. This example shows how to connect to Sample - Superstore data in Tableau Desktop. If you're using Tableau Cloud and Tableau Server to explore data and edit views, see Use Tableau on the Web. It shows how your view of data in Tableau evolves through your process of exploration. This topic uses the Sample - Superstore data source to walk through how to create basic views and explore your data.
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