Book Image

Learning Tableau

By : Joshua N. Milligan
Book Image

Learning Tableau

By: Joshua N. Milligan

Overview of this book

Table of Contents (18 chapters)
Learning Tableau
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
8
Adding Value to Analysis – Trends, Distributions, and Forecasting
Index

How formatting works in Tableau


Tableau uses default formatting that includes default fonts, colors, shading, and alignment. Additionally, there are several levels of formatting you can customize:

  • Workbook level: The following type of formatting comes under this category:

    • Default field formatting: Using the drop-down menu on any field in the Data window, go to Default Properties | Date Format or Default Properties | Number Format. This sets the default format in Tableau's metadata and will be applied to any view where custom formatting has not been applied.

  • Story level: When viewing a story, go to Format | Story (or Story | Format) to edit formatting for story-specific elements.

  • Dashboard level: Dashboard-specific elements can be formatted. When viewing a dashboard, go to Format | Dashboard (or Dashboard | Format) to specify the formatting for dashboard titles, subtitles, shading, and text objects.

  • Worksheet level: We'll consider the various options. The following types of formatting are...