Book Image

Getting Started with Tableau 2018.x

By : Tristan Guillevin
Book Image

Getting Started with Tableau 2018.x

By: Tristan Guillevin

Overview of this book

Tableau is one of the leading business intelligence tools used worldwide, in organizations of every scale. In its latest release, Tableau 2018 promises richer and more useful features related to visual analytics, reporting, dashboarding, and a host of other data visualization aspects. Getting Started with Tableau 2018.x will get you up and running with these features. The book starts with all the new functionalities of the different Tableau 2018 versions, along with concrete examples of how to use them. However, if you're new to Tableau, don't worry! The rest of the book will guide you through each major aspect of Tableau with examples. You'll learn how to connect to data, build a data source, visualize your data, build a dashboard, and share it online. In the final chapters, you'll also learn advanced techniques such as creating a cross-database join, data blending, and more. By the end of the book, you will have a firm understanding of how to effectively use Tableau to create quick, cost-effective, and business-efficient business intelligence solutions.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
Free Chapter
1
Catching Up with Tableau 2018
Index

Worksheet options and format


There are lots of options available in a Worksheet, and you can find them in many different places. You can right-click almost anywhere, and you'll get a list of options. The three significant places to find options are:

  • With a right-click on a pill
  • In the Worksheet menu at the top
  • With a right-click on the View (or on a Mark)

Let's go through a selection of the most useful options for each place, starting with the pill options.

Pill options

All the pill options are available by right-clicking on a pill. There are some differences between Continuous and Discrete pill options. The following screenshot shows the options available for a Continuous pill:

Among the most important options, you'll find the following:

  • Filter...: A shortcut to the pill in the Filters shelf that opens the Edit Filter window
  • Show Filter: Automatically puts the pill in the Filters shelf and displays the quick filter
  • Show Highlighter(only for Discrete pills): Opens the Highlighter card, which allows...