Dashboards are living objects that you will probably need to change over time. In this video, learn how to swap one worksheet for another in a dashboard quickly.
- [Instructor] Like all visualizations, Tableau dashboards need to be updated occasionally. In this movie, I will show you how to use the streamlined process for replacing one sheet with another in a dashboard. My sample file is 13_03 Replace and you can find it in the chapter 13 folder of the exercise files collection. On this dashboard, which is on the dashboard one sheet, within the workbook, you'll see that I have three sheets displayed: sales by quarter, sales by product category, and orders by job title. Let's say that I don't want to display sales by product category anymore and in fact I want to swap it or exchange it with sales by state which is available here in the sheets list, but is not currently displayed. You can tell it's not displayed, because it doesn't have a blue check mark next to its icon. If you want to exchange one sheet for another, click the sheet that you want to remove. So I'll click sales by product category and you do need to click it within the dashboard visualization. Then, go over to the sheets list under the sheet section of the dashboard task pane and when you move your mouse pointer over the item you want to exchange in, you'll see that there is a new button called swap sheets. Swap means to exchange. So I will click the swap sheets button and you can see that my map appears and it has the exact same characteristics as the item that I exchanged it for. So yeah, that's it. The Tableau team answered user requests and made exchanging one dashboard sheet for another as simple as two clicks.
- 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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