When you make changes to a Tableau workbook, you can save them in a number of different ways. And also, Tableau has a built in function that lets you revert to your last saved state of your workbook. It's very handy, and it can save you a lot of trouble closing and reopening a file. In this movie I will show you how to use all three of those techniques.
- [Instructor] When you make changes to a Tableau Workbook,…you can save them in a number of different ways.…Also, Tableau has a built-in function that lets you…revert to your last saved state of your Workbook.…It's very handy and it can save you a lot of trouble…closing and re-opening a file.…In this movie, I will show you how to use…all three of those techniques.…My sample file is SaveChanges, and that's…the Tableau Workbook you can find in the Chapter 3 folder…of the exercise files collection.…The first way to save a Tableau workbook is something…you're probably very familiar with.…
And that is going to the File menu and then clicking Save.…You can also use the keyboard shortcut of Ctrl-S,…and if you are near the toolbar and you don't want…to remove your hand from the mouse,…you can also click the Save button there.…You can also save a file under a new format…or under a new name or in a new place.…To do that you would again click the File menu,…and click "Save As..".…Doing so displays the Save As dialogue box,…
Author
Curt Frye
Updated
5/10/2017Released
10/13/2016- Managing data sources and visualizations
- Managing Tableau worksheets and workbooks
- 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 dashboard and actions
Skill Level Intermediate
Duration
Views
Q. This course was updated 5/10/2017. What topics were part of the update?
A. Topics related to version 10.1 and 10.2 were part of the course update.
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Introduction
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Welcome59s
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1. Introducing Tableau
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Downloading Tableau2m 36s
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Installing Tableau drivers2m 15s
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Getting help in Tableau2m 2s
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2. Managing Data Sources and Visualizations
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Connecting to a data source1m 56s
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Joining related data sources3m 27s
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Cleaning up source data2m 37s
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3. Managing Tableau Worksheets and Workbooks
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Saving your changes2m 24s
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Creating a packaged workbook1m 33s
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4. Creating Custom Calculations and Fields
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Creating a calculated field3m 21s
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Adding a table calculation3m 46s
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5. Analyzing Data Using Statistical Tools
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Displaying the Summary Card2m 30s
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Forecasting future values3m 58s
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6. Sorting and Filtering Tableau Data
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Creating a selection filter2m 58s
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Creating a wildcard filter3m 50s
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Creating a condition filter2m 53s
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Creating a top filter2m 46s
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7. Defining Groups and Sets
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Defining a group1m 55s
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Defining a set2m 14s
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Combining sets3m 31s
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Editing and deleting sets1m 37s
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8. Creating and Pivoting Crosstabs
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Creating a crosstab3m 20s
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Unpivoting a crosstab1m 50s
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9. Formatting Tableau Visualizations
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Resizing a visualization3m 39s
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10. Creating Basic Charts
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Creating pie charts3m 45s
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Creating scatter plots3m 19s
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Identifying data clusters3m 54s
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Creating histograms3m 6s
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Creating a treemap3m 26s
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11. Annotating and Formatting Charts
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Adding a text box to a chart2m 25s
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12. Mapping Geographic Data
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Creating a basic map4m 24s
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Setting map options3m 46s
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Defining custom regions3m 57s
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13. Creating Dashboards and Actions
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Creating a dashboard3m 54s
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Defining a filter action2m 40s
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Defining a highlight action3m 44s
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Defining a URL action2m 36s
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14. What's New in Tableau 10.1 and 10.2
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Export data to CSV files1m 20s
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Scale maps dynamically1m 34s
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Conclusion
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Further resources1m 17s
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Video: Saving your changes