Each Tableau workbooks organizes its data into one or more worksheets. In this video, learn how to add, duplicate, and rename worksheets.
- [Instructor] Tableau workbooks store your data on worksheets and each worksheet contains a visualization or other content. In this movie, I will show you how to add, duplicate, and rename worksheets. My sample file is the 0302sheets workbook and you can find that in the chapter three folder of the exercise files collection. At present, my workbook has a single worksheet on it and it's called sheet one. You can see the name of it here, because I haven't changed the name. And you can also see it here, at the tab bar, at the bottom-left corner. Also note that when you hover your mouse pointer over a particular sheet, you get a preview of what is on that sheet. So if your workbook contains multiple sheets, you can use your mouse pointer to get a preview. And if you can't remember which one to click, the visualization will help you decide where to go. If you want to create a new sheet, you can do that in a couple of ways. You can go down to the tab bar and click the new worksheet button, which I'll go ahead and do. Or you could also press control + M. Let's go ahead and create a new summary. I'll do total price, broken down by date of purchase. So I'll go to my dimensions and double-click order date to add it. And then I will go down to measures and do order total. And I get 2017 and 2018. And then I'll go over to the show me panel. If it isn't displayed, for example if had been closed, just click show me and then click line chart. So I have year of order date. I'll go ahead and close show me now. I'll go up to the column shelf and I'll click the plus sign, next to year of order date and that breaks it down by quarter. If I were to click it again, it would go down by month. So there I have my data broken down using a line chart. If I want to change the visualization type, I could go to show me again with my data selected and click any of the available visualizations. In other words, ones that are highlighted. So for example, I could click a vertical bar chart, and you'll see that I lost my columns. So I'll go back to order date, double-click that, so we're broken down by years. And then I will click here again to go to year quarter, down again and there we have it by month. And like I did with my line chart, I want to go into a bit more detail on the time scale, so I'll click the plus sign next to year, that gives me quarter. And then I'll click that plus sign on quarter and I have it broken down by month. This worksheet displays a bar chart. So I will go down to the sheet two sheet tab, double-click it and you can see it highlights the name and I will change the name to bar chart and press enter. If I want to duplicate the sheet, I can right-click bar chart and then right about in the middle of the popup menu, I can click duplicate and I get a second worksheet. And it's bar chart with two in parentheses. If I were to create another one, it would be called bar chart three. As you can see, you have a lot of flexibility in working with worksheets inside of your Tableau workbooks.
- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- Displaying source metadata
- Creating custom calculations and fields
- Analyzing data using statistical tools
- Sorting and filtering Tableau data
- Defining groups and sets
- Creating and pivoting crosstabs
- Formatting Tableau visualizations
- Creating basic charts
- Annotating and formatting charts
- Mapping geographic data
- Creating dashboards
- Methods for defining an URL-based action
Skill Level Beginner
1. Introduction to Tableau
2. Manage Data Sources and Visualizations
3. Manage Tableau Worksheets and Workbooks
4. Create Custom Calculations and Fields
5. Analyze Data
6. Sort and Filter Tableau Data
7. Define Groups and Sets
8. Develop and Pivot Crosstabs
9. Create Basic Visualizations
10. Format Tableau Visualizations
11. Annotate and Format Visualizations
12. Map Geographic Data
13. Build Dashboards and Actions
14. Tableau 2019.2 Updates
Define parameter actions4m 43s
Next steps1m 6s
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