Each Tableau workbook organizes its data into one or more worksheets. In this video, learn how to add, duplicate, and rename worksheets.
- [Instructor] Tableau workbooks store your data on worksheets. And each worksheet contains a visualization or other content. In this movie, I will show you how to add, duplicate, and rename worksheets. My sample file is zero three zero two Manage Sheets, and that's a tableau workbook that you can find in the chapter three folder of the exercise files collection. My workbook currently contains a single sheet named Sheet One. And you can see its sheet tab here at the bottom left. I'll go ahead and create a new worksheet by clicking the New Worksheet button. And a sheet called Sheet Two appears. With it here, I'll go ahead a create just a quick visualization. So I will drag "order date" to "columns" and I will drag "order total" to my data area then I'll click "show me" and click "line". Currently broken down by year, I would much rather have it broken down by month. So I'll go to quarter, and then down to month based on my data. And I will click the "show me" button again to hide that panel. If I want to rename this worksheet, I can just double click its sheet tab. So I will double click the Sheet Two sheet tab, you can see the name is highlighted. And I'll call it Line Chart, and when I press "enter" it has been changed, and also note that the title of the sheet in the vis has also been changed. If I want to duplicate this worksheet, in other words create a second copy of it so that I can do work based on what I already have here without changing it, then I can right-click the sheet that I want to duplicate. So I'll right-click the align chart sheet tab, and then just about in the middle of the shortcut menu that appears, I'll click duplicate, and I have a second copy of the worksheet. I can make changes to this sheet. So for example, I'll go up to "Show Me" and I'll change to a bar chart which breaks down sales by month. Then I'll get rid of the "Show Me" panel by clicking that button. And I've made changes here but only on this worksheet. If I go back to my line chart sheet, which is what this worksheet is based on, then you'll see that it's in the original condition. So those are some ways that you can manage sheets inside of Tableau.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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