Tableau is an intuitive program, but there's no reason to repeat work you've already done. In this video, learn how to save your changes.
- [Instructor] When you make changes to a Tableau workbook, you can see can save them in a couple of different ways. Tableau also has a built in function that lets you revert to your last saved state of a workbook. It's very handy and although it doesn't work for all kinds of Tableau files, it can save you a lot of trouble closing and reopening a file without saving. In this movie, I will show you how to use the techniques that I've described. My sample file is 03 06 save, and you can find it in the chapter three folder of the exercise files collection. In this workbook, I'm currently looking at the ByRegion worksheet, and let's say that I make a change to it. For example, I click the show me button and I change it to a text table. And I can see my data broken down there. If I want to save my work, I have three ways to do it. The first would be to go to the toolbar and click the save button. It looks like an an old three and a half inch floppy disc, if any of you are old enough to remember those. Also, from the tool tip you see that you could also press control S. Control S is the keyboard shortcut that would save my change. You can also go to the file menu and click save there. These three techniques would save the file under the same name and in the same location as the current file. So, basically you're just updating your copy of it. If you want to change the name, location, or type of file, then you can click save as. That would take you to the save as dialogue box and you could change the location using the file navigation tool at the top. Change the name and also change the type. I don't want to save my changes, so I'll go ahead and click cancel. If you're working with a Tableau workbook that has a connection to an external data source, then you also have the option to revert to saved. You can access that either by pressing F12 or by going to the file menu and then clicking revert to saved. Now you'll notice that that option is grayed out, meaning it is not available for this type of file. The reason it's not available, and I'll click save as so that I can put pictures to my words, is that I'm currently working with a Tableau Packaged Workbook, .TWBX. If I were working with the other commonly used file type of Tableau Workbook, a .TWB file, then revert to saved would be available. So, if you're working with a packaged workbook that has the data included with it, then revert to saved is not available. However, if you work with a TWB file, just a regular Tableau workbook, then it would be, in this case, I don't want to save as the other file type, but I would encourage you, if you're interested in using revert to saved on your own, would be to save this file as a Tableau workbook and then use revert to saved on your own. I'll click away and go ahead and click cancel. So, that's how you save a file in Tableau and even though, because I've created Tableau Packaged Workbooks as the sample files for this course and I couldn't show you revert to saved, I'd like you to keep that in mind. Because if you work with the Tableau workbook, it can come in handy.
- 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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