Questions from Tableau Training: How Do I Clear a Worksheet? Make a Copy?

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Questions from Tableau Training: How Do I Clear a Worksheet? Make a Copy?

by Jon Bajon

Our Certified Tableau Trainers are asked a myriad of questions each day. In this series, they share some answers.

Some pretty common questions heard in my Tableau training courses surround worksheets. Here’s a frequent two-parter:

“How do I clear a worksheet? How do I make a copy?”

Two Essential Tableau Worksheet Shortcuts

Students in training are always curious about the power of Tableau to make their lives easier. One of the ways Tableau can improve chart making capabilities is by providing numerous shortcuts to make visualization creation simpler. Today, let’s take a look at two worksheet tricks that will make you a more efficient chart builder.

Clearing Tableau Worksheets

When first building in Tableau, it is easy to rely on the Show Me menu to create fancy looking visualizations quickly. Unfortunately, many of us have experienced that every now and then our nice looking visualization may not look so nice.

Let’s say that we want to build a visualization that uses Order Date, Ship Mode and State from our Dimensions and Profit from our Measures:

Build a Tableau Viz w/ These Dimensions

One of the many Show Me options is Lines (Discrete). When I click this type of visualization, my worksheet renders a very confusing and difficult to read graph. This graph has a great deal of noise and is not telling a clear story. A rule of thumb I follow is if the visualization is not clear to me, it definitely will not be clear to my report viewers.

Tableau > Show Me > Lines(discrete)” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear2Left.png” style=”margin-left: 12px; margin-right: 12px; float: left; height: 326px; width: 170px;” /></p><p><img alt= Lines(discrete)” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear2.png” style=”margin-left: 12px; margin-right: 12px; float: left; height: 354px; width: 500px;” />

 

Let’s try going with another Show Me option, the Filled Map since we are using State information:

Tableau > Show Me > Filled Maps” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear3Left.png” style=”margin-left: 12px; margin-right: 12px; float: left; height: 343px; width: 150px;” /><img alt= Filled Map” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear3.png” style=”margin-left: 12px; margin-right: 12px; float: left; height: 269px; width: 520px;” />

 

 

 

The Filled Map options shows the State information a bit better, but the information may be too detailed and small to quickly make informed decisions. After playing with a few more Show Me options, I might want to head back to the drawing board and start over. However, I have quite a few fields on Rows and Columns as well as my Marks card that I would need to remove first:

Tableau > Columns & Rows” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear4.png” /></p><p align=Tableau > Marks Card” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear5.png” /></p><p>Normally, I would have to remove each field individually, but using one of the <strong>Toolbar Icon Menu</strong> options I can remove all fields at once. The <strong>Clear Sheet</strong> button, located below the <strong>Story </strong>menu option, would be most efficient in this situation. The shortcut for this button is Alt + Shift + Backspace.</p><p align=Tableau > Clicking on Clear Worksheet” src=”/wp-content/uploads/sites/default/files/blog-content/Clicking%20on%20Clear%20Sheet.gif” /></p><p>Clicking the drop-down arrow to the left of the <strong>Clear Sheet</strong> button reveals a list of more independent options that can be chosen depending on what you have applied within your worksheet:</p><p align=Tableau > Clear Sheet Button” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear6.png” /></p><h4>Duplicating Tableau Worksheets</h4><p>Now that my worksheet is blank, I want to consider a different visualization to display the information I need. Using the same <strong>Dimensions</strong> and <strong>Measures</strong> as before, I created a simple text table with a <em>State</em> filter to provide the option of rotating through the different state selections:</p><p align=Tableau > Text Table” src=”/wp-content/uploads/sites/default/files/blog-content/QFTTWorksheetClear7.png” /></p><p>A text table is great for showing the numbers, but not the best way to graphically display the information. Let’s try making a <strong>Stacked Bar Chart</strong> to organize our output visually. Rather than messing with the text table worksheet or starting over from scratch, I want to utilize Tableau’s <strong>Duplicate Sheet</strong> button located in the <strong>Toolbar Icon Menu</strong>, right next to the <strong>Clear Sheet</strong> button:</p><p align=Tableau > Clicking on Duplicate Worksheet” src=”/wp-content/uploads/sites/default/files/blog-content/Clicking%20on%20Duplicate%20Sheet.gif” /></p><p>The <strong>Duplicate Sheet</strong> button will make a copy of whatever is on the current worksheet and place that copy on a new worksheet. This is extremely useful for times when you want to preserve a worksheet and experiment with changes. I often use <strong>Duplicate Sheet </strong>as a quick start for enhancing an older visualization.</p><p><img alt=

There are many useful buttons on the Toolbar Icon Menu that can drastically speed up your chart building skills, and understanding the Clear Sheet and Duplicate Sheet buttons is a great first step.

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More About the Author

Jon Bajon

Analytics Consultant
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