Tableau Essentials: Formatting Tips – Introduction

Data

Tableau Essentials: Formatting Tips – Introduction

Not everyone is a Tableau guru, at least not yet. To help Tableau rookies, we’re starting from square one with the Tableau Essentials blog series. The series is intended to be an easy-to-read reference on the basics of using Tableau Software, particularly Tableau Desktop. Since there are so many cool features to cover in Tableau, the series will include several different posts.

Now that we have some basics out of the way and a few chart types in our arsenal, it’s time to move onto some of the finer points of data visualization in Tableau. First, let’s talk about formatting.

Most of us know the saying, “don’t judge a book by its cover,” but that couldn’t be more untrue when it comes to data visualization. If a viz doesn’t immediately grab our attention, it more than likely withers away in obscurity. 

Attractive formatting is important because it can transform a plain data visualization into something unique and engaging. Fortunately for us, Tableau gives us several different ways to tweak and customize our vizzes however we like, and that’s exactly what we’ll be covering in our next sub-series called Formatting Tips.

Custom Shapes

Above: An example of how a little formatting (custom shapes) can enrich a viz. 

Formatting Tips

Below is a complete list of Formatting Tips posts that can help you transform your vizzes into works of arts. Check back frequently for new additions.

  1. Custom Shapes
  2. Labels
  3. Color
  4. Tooltips
  5. Maps

Conclusion

Obviously, there is a lot to cover when dealing with chart types and the different methodologies behind each of the above visualizations. Let us know when and how you like to use these different views. 

Want to learn more about Tableau? Here are the other Tableau Essentials posts we have so far:

More articles are coming soon, so check back regularly.

As always, let us know if you have any questions or comments about this post or Tableau in general. If you’re looking for personalized training or help with something bigger, contact us directly!

Want More Tableau Essentials

  1. Tableau Essentials: Chart Types – Introduction
  2. Tableau Essentials: Chart Types – The Text Table
  3. Tableau Essentials: Chart Types – Heat Map
  4. Tableau Essentials: Chart Types – Highlight Table
  5. Tableau Essentials: Chart Types – Symbol Map
  6. Tableau Essentials: Chart Types – Filled Map
  7. Tableau Essentials: Chart Types – Pie Chart
  8. Tableau Essentials: Chart Types – Horizontal Bar Chart
  9. Tableau Essentials: Chart Types – Stacked Bar Chart
  10. Tableau Essentials: Chart Types – Side-by-Side Bar Chart
  11. Tableau Essentials: Chart Types – Treemap
  12. Tableau Essentials: Chart Types – Circle View
  13. Tableau Essentials: Chart Types – Side-by-Side Circle View
  14. Tableau Essentials: Chart Types – Line Charts (Continuous & Discrete)
  15. Tableau Essentials: Chart Types – Dual-Line Chart (Non-Synchronized)
  16. Tableau Essentials: Chart Types – Area Charts (Continuous & Discrete)
  17. Tableau Essentials: Chart Types – Scatter Plot
  18. Tableau Essentials: Chart Types – Histogram
  19. Tableau Essentials: Chart Types – Box-and-Whisker Plot
  20. Tableau Essentials: Chart Types – Gantt Chart
  21. Tableau Essentials: Chart Types – Bullet Graph
  22. Tableau Essentials: Chart Types – Packed Bubbles
  23. Tableau Essentials: Formatting Tips – Introduction
  24. Tableau Essentials: Formatting Tips – Custom Shapes
  25. Tableau Essentials: Formatting Tips – Labels
  26. Tableau Essentials: Formatting Tips – Color
  27. Tableau Essentials: Formatting Tips – Tooltips
  28. Tableau Essentials: Formatting Tips – Maps
  29. Tableau Essentials: Calculated Fields – Introduction
  30. Tableau Essentials: Calculated Fields – Logical Functions
  31. Tableau Essentials: Calculated Fields – Number Functions
  32. Tableau Essentials: Calculated Fields – Date Functions
  33. Tableau Essentials: Calculated Fields – String Functions
  34. Tableau Essentials: Calculated Fields – Type Conversion
  35. Tableau Essentials: Calculated Fields – Aggregate Functions
  36. Tableau Essentials: Calculated Fields – User Functions

More About the Author

Robert Curtis

Managing Director, APAC
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