After you add worksheets to a Tableau workbook, you need to manage them. In this video, learn how to reorder, clear, and delete worksheets.
- [Instructor] After you've worked in Tableau for a while, it's likely that your workbooks will contain contain multiple worksheets. In this movie, I will demonstrate some useful skills for managing workbooks that contain multiple worksheets. Those are reordering, clearing, and deleting your sheets. My sample file is the 03_03 Reorder workbook, which you can find in the chapter 3 folder of the exercise files collection. This workbook is made up of three worksheets and you can see them down here at the bottom left. I have By Region, which is currently displayed, Line chart, and Bar chart. Let's say that it would make my work flow easier to have Bar Chart to the left of By Region, in other words, the first in the line of worksheet tabs going from left to right. If I want to change its position, I can go down to the tab bar, and then drag the Bar Chart tab to the left of By Region. So I'll go ahead and drag it over and you can see that it has changed position. Now let's say that time has gone by and it would be easier for me to change the configuration of Bar Chart. And I'll start by clearing the entire worksheet, in other words, I won't delete the worksheet, but I will get rid of all of its contents. To do that, I will go up to the worksheet menu, click its header, point to clear, and then click sheet. And you can see that it clears away all of the contents of the worksheet, but the worksheet itself remains. You can undo this, so if I were to press control + Z, then the contents would come back, and if I want to redo it then control + Y redoes the action. If you want to delete a worksheet, you can do that by right clicking the tab of the sheet you want to get rid of so I'll right click Bar Chart, and then just above halfway, there is the delete option in the shortcut menu. So I click there and the sheet is deleted. If you've used Excel then you probably notice that there was no warning, Tableau just deleted the sheet when you told it to. However, unlike in Excel, deleting a sheet is reversible. So if I press control + Z, the worksheet comes back in its original content. In this case it is blank, that's because I cleared it, but if I still had contents on there from before, then those would appear as well.
- 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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