You might not need to display every worksheet element in your Tableau workbooks. In this video, learn how to show or hide worksheet elements.
- [Narrator] When you're done creating a visualization. It's possible that you will want to remove, some elements from the Tableau Interface so you can have an unobstructed view of your data. In this movie, I will show you how to hide elements of the Interface. I'll work with the sample Workbook Zero Three Zero Five elements, which you can find in the Chapter three folder of the Exercise Files Collection. I'm currently viewing the Buy Region Worksheet, but I want to focus on the Interface. Interface elements include the Columns shelf, the Rows shelf, and also the Pages card, Filters, the Marks card, and so on. If you want to hide any of those elements, you can hover your mouse pointer over them, as you can see here and then a down arrow appears at the top right corner. You can click that and you will always get the Hide Card option. So if you click that, then the Marks Card is hidden. You can do the same thing Filters, Pages and also, over here on the right, the Summary. Just click Hide card, and it goes away. And you can see that it gives you a little extra space. If you want to bring them back, you need to go to the Worksheet menu. So go ahead and open the Worksheet menu by clicking its header. And you can see that we have the Show Cards item. And if you want to bring everything back, then you can just click Reset Cards and they all come back to the original configuration. If you want to turn them on or off individually, then go back to Worksheet and use the items in the menu to indicate which ones you wants to display. Anything that has a blue checkmark next to it is currently shown. So for example, we have Show Title. The title in this case is the same as the worksheet name Buy Region and you can see it just above the Central East, part of the Tree Map. So if I click Show Title, Buy Region is hidden, and I have a little more room in the Vase. If I want to bring it back, I can go back up to Worksheet, click Show Title, and that appears. The next item in that section of the Worksheet menu. So I'll go back here is Show Caption. Caption is a summary of, when an algorithm things appears within your data. So if I were to click Show Caption, then we would get a Caption at the bottom says, Sale Region, Color shows sum of Order Title. Side shows Sum of Order Title, and the Marks are labeled by Sales Region. So that's an automated summary of what appears. Unlike the other items if you want to hide the Caption, go back to Worksheet. Click Show Caption and it goes away. Moving down Summary is the Summary Card over on the right side that I mentioned before. The other cards are displayed under Show Cards. So you can have the Column Shelf, Rows Shelf, Pages Shelf and Filters and also the Marks Card. I'll skip over the View Toolbar for now. And I will discuss Sorting Controls elsewhere within the course. One final thing that I would like to note, is that you can also hide what I call the Navigation Pane. And that's the Data tab here and the Analytics tab. If you want to hide that, you can click the Control button here, And it minimizes. It looks like it's disappeared entirely. But in fact, it is available here at the very bottom left corner below Data Source and the Sheet tabs. So if you see Data here or Analytics, if that's what we're showing, just click the Control button next to it and it will expand back up. Many Tableau visualizations take up a lot of your Worksheet. That means that you should get rid of any elements that you don't need from the Interface. Feel free to hide whatever you want, but rest assured you can always bring them back
- 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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