The Tableau interface: See how to navigate through the Tableau interface
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Let's see how we can navigate through the Tableau interface.
So, weโve already connected our file to Tableau. Now, in this lesson we will get you through the Tableau interface. We will be creating our first sheet. Itโs really easy to do and resembles how we create a sheet in Excel or pretty much every other spreadsheet software. All I have to do is click here and a new sheet will be created.
If this software is new to you, things can be a bit confusing, so it will be best if we spend a few minutes taking you through Tableauโs interface.
First off, we have ten different tabs on Tableauโs default Ribbon. These are File, Data, Worksheet, Dashboard, Story, Analysis, Map, Format, Window, and Help.
As with most programs, the File tab contains functionalities related to opening, closing, and saving files. If you would like to, you can also exit Tableau from here, but .. why would you want to do that?
Data, on the other hand, is where you will find functionalities related to the data source you are using. Here you can add a new data connection, replace an existing one, or simply edit the data source of the worksheet you are working with.
Next, we have the worksheet tab. It can be helpful when we want to create a new worksheet, hide or show a chartโs title, caption, summary, and so on.
Ok, next, we have the dashboard and story tabs.
The Analysis tab is where you can tweak your visualization in terms of labels, show figures as a percentage of the total, add trend lines, legends, filters and more.
โMapโ is a tab that is helpful when we use Tableauโs geographic visualization capabilities.
Of course, Format can help us adjust the way our visualization appears. From here we can modify its font, font size, axis, backgrounds, labels, size, and so much more ...
โWindowsโ and โHelpโ are two of the standard tabs we fi
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