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# Tableau Essentials Tag

## Tableau Essentials: Chart Types – Line Charts (Continuous & Discrete)

The line chart is ideal for when you want to illustrate trends over time. To use the line chart, you must have a date field. In the below example (Figure 1), we are comparing the quarterly profit by SubRegion over the course of several years....

## Tableau Essentials: Chart Types – Side-by-Side Circle View

The side-by-side circle view is a variant of the circle view. The side-by-side circle allows you to add more measures to be compared next to each other for a richer analysis. To examine the side-by-side circle view, let’s take a hypothetical retail company and use...

## Tableau Essentials: Chart Types – Circle View

The circle view is another powerful visualization for comparative analysis. The example below in Figure 1 has quite a bit of information packed into a single visualization. First, you can see that we are examining the sales figures for each product category.  Take a look at...

## Tableau Essentials: Chart Types – Treemap

Treemaps are a relatively new feature to Tableau, first appearing in version 8.0. They are very powerful visualizations, particularly for illustrating hierarchical (tree-structured) data and part-to-whole relationships. Because of their visual nature, treemapping is ideal for legibly showing hundreds or even thousands of items in...

## Tableau Essentials: Chart Types – Side-by-Side Bar Chart

To examine the side-by-side bar chart, let’s first take three rows of vertical bar charts. These represent sales volume by state and are divided into the three different departments of our fictional company.   Figure 1: Vertical bar charts. That view is useful, true, but it has two...

## Tableau Essentials: Chart Types – Stacked Bar Chart

The stacked bar chart is great for adding another level of detail inside of a horizontal bar chart. You can do this by adding another dimension to your horizontal bar chart that will further divide the measure into sub-groups. The sub-groups are then color-coded on...

## Tableau Essentials: Chart Types – Horizontal Bar Chart

The horizontal bar chart is a bit of a misnomer, because simply switching the axes with the Swap button in the Tableau toolbar will magically make a horizontal bar chart into a vertical bar chart! That’s actually not the crux of this chart – it is...

## Tableau Essentials: Chart Types – Pie Chart

Pie charts are among the most popular, if terribly overused, charts in business presentations. They are best suited to show proportional or percentage relationships. When used in the right circumstance, pie charts can quickly show relative value to the other data points in the measure.   Figure...

## Tableau Essentials: Chart Types – Filled Map

We’ve already covered the other type of map view in the symbol map article. Now, let’s look at the filled map chart type. The filled map is another view ideal for geographic data. Instead of circles or squares to display data points, the filled map uses...

## Tableau Essentials: Chart Types – Symbol Map

One of the great features about Tableau Software is the ease in utilizing maps for your visualizations. There are two chart types to choose from when creating a view with geographic data: symbol maps and filled maps. In this article, we’ll cover symbol maps. These...

## Tableau Essentials: Chart Types – Highlight Table

The highlight table allows us to apply conditional formatting to a view. Tableau will automatically apply a color scheme in either a continuous or stepped array of colors from highest to lowest. It is great for comparing a field’s values within a row or column. In...

## Tableau Essentials: Chart Types – Heat Map

To take a more visual approach to showing data than we might typically see in a crosstab, let’s consider a heat map. A heat map is a great way to compare categories using color and size. In this, you can compare two different measures. In...

## Tableau Essentials: Chart Types – The Text Table

The text table (also known as a crosstab) is essentially the same view you would see from an Excel data source or by clicking the View Data button in the Sidebar. The mark type is text, and the data is organized simply into rows and...

## Tableau Essentials: Chart Types – 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 8.1...

## Tableau Essentials – The Status Bar

Concluding the Tableau workspace in our Tableau Essentials series is the overlooked Status Bar. It runs along the bottom of the application, beneath the Data Window and the worksheet tabs. See it pictured below in Figure 1. Figure 1: The Status Bar. Summary Information The three pieces of...

## Tableau Essentials – Title, Caption & Summary

Building a compelling visualization with Tableau is all about telling a “story.” Within your data, there is a story. That may sound strange to new Tableau users or to data analysts in general, but that’s the best way to describe what it means to “guide”...

## Tableau Essentials – Connect to Data

Connecting to a data source will likely be the very first thing you do in Tableau Desktop. Today, we will cover how to do just that, as well as some of the different options available to you. In the future, we’ll revisit this subject to...

## Tableau Essentials – Measures & Default Properties

In this article, we are discussing setting custom properties on your workbook measures. You can find your measures in the lower half of the Sidebar, also known as the Data Window among regular Tableau users. Why Set Default Properties? Tableau does a pretty good job of figuring...

## Tableau Essentials – Worksheet Canvas

The Worksheet Canvas For the Tableau Desktop Interface (see Figure 1), we have covered the Toolbar and the Sidebar. Today, we will examine the rest of the worksheet, focusing on all of the options and controls from the Worksheet Canvas. Figure 1: Tableau Worksheet. Cards & Shelves We’ll only...

## Tableau Essentials – The Sidebar

Today we continue exploring Tableau’s interface. We will focus on the functionality and features of the Sidebar, commonly known as the Data Window among Tableau users. The Sidebar The Sidebar is located on the left-hand side of the Tableau worksheet (depicted in Figure 1 below), just beneath...

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