Tableau Desktop Public and Web Authoring Help (public)

• Dynamic Colour Ranges: With dynamic colour ranges, you can link colour ranges to a parameter's value, enabling you to visualise data trends more effectively
• Format Dashboard Objects: Format dashboard objects with padding, borders, background shading, and rounded corners.
• Map Viewport Parameters: Use map viewport parameters to dynamically control the visible area of a map.
• Use Accelerators to Quickly Visualise Data: Deploy pre-built Accelerator dashboard templates by mapping your own data sources to the existing structure.
• Build an Accelerator for the Tableau Exchange: Guidelines for managed Salesforce partners to build and publish dashboard templates for the Tableau Exchange.
• Keyboard Accessibility for Tableau on the Web: Reference of keyboard shortcuts and WAI-ARIA navigation patterns for interacting with web-rendered Tableau views.
• Best Practices for Designing Accessible Views: Design guidelines for building WCAG 2.2 AA-compliant Tableau views using color, titles, captions, and layout.
• Author Views for Accessibility: Author and publish WCAG-compliant accessible views in Tableau Desktop, including descriptive alt text and titles.
• Build Dashboards for Accessibility: Build WCAG 2.2 AA-compliant dashboards with keyboard navigation, focus order, and accessible formatting.
• Build Data Views for Accessibility: Requirements and features for building WCAG 2.2 AA and Section 508 accessible data views in Tableau.
• Actions: Add interactivity with filter, highlight, URL, parameter, and set actions that respond to user selections.
• Actions and Dashboards: Configure dashboard actions to filter views, navigate sheets, and embed web pages from user interactions.
• Using Field and Filter Values in Action Names: Insert field, parameter, and filter values as variables in Tableau action names for context-aware menus.
• Filter Actions: Configure filter actions to pass data values from a source sheet to related target sheets.
• Highlight Actions: Use highlight actions to call attention to related marks by coloring them and dimming all others.
• Create Advanced Highlight Actions: Create advanced highlight actions specifying source sheets, target sheets, and matching fields.
• Legend Highlighting: Turn on legend highlighting to emphasize marks tied to a color legend item and dim the rest.
• Highlight Data Points in Context: Use the highlighter to interactively search and emphasize specific marks while keeping view context.
• Highlight Toolbar Button: Use the toolbar highlight button to emphasize related marks across a view by selected fields.
• Parameter Actions: Configure parameter actions so users change parameter values by selecting marks in a viz.
• Running Actions: Choose how users trigger actions in Tableau using Hover, Select, or Menu interaction methods.
• Set Actions: Create set actions to enable users to interact directly with a viz or dashboard to control aspects of their analysis.
• URL Actions: Configure URL actions to open web pages, files, emails, or other web-based resourcesm from a dashboard.
• Add Detail: Use the Marks card to encode data with color, size, shape, and text to add detail to a view.
• Analytics How To's: Overview of how-to topics for building industry-standard analytical benchmarks and visualization types in Tableau.
• Analyse Data: Overview of advanced analysis techniques in Tableau, from calculated fields to clustering and inspection.
• Add Annotations: Add, edit, and format annotations to call out specific marks, points, or areas in a visualization.
• Show, Hide and Format Mark Labels: Show, hide, and format mark labels to display field values directly on marks in a viz.
• Connect to Your Data: Connect Tableau to data stored in files, databases, cubes, or cloud sources before building views.
• Visualise Benford's Law: Visualize Benford's Law in Tableau using calculated fields to detect anomalies in leading digits.
• Use Background Images in Your Views: Add background images beneath your data to give marks in a view spatial context.
• Find Background Image Coordinates: Plot data points on a background image by creating an X/Y coordinate table and joining it to your data.
• Add Images of Google Maps and OpenStreetMap as Background Images in Tableau: Add Google Maps or OpenStreetMap images as static backgrounds and plot data using coordinates.
• The Bookshop Dataset: Download the Bookshop sample dataset and data dictionary to learn about relationships in Tableau Desktop.
• Use Show Me to Start a View: Use Show Me to automatically create a chart type from the fields you select in the Data pane.
• Build a Bar Chart: Build a bar chart to compare data across categories using dimensions and measures on shelves.
• Build a Box Plot: Build a box-and-whisker plot to show the distribution of values across quartiles.
• Build a Packed Bubble Chart: Build a packed bubble chart to show dimensions as circles sized and colored by measures.
• Build with Density Marks (Heatmap): Build a density mark heatmap to reveal patterns in dense, overlapping data points.
• Build a Gantt Chart: Build a Gantt chart to show the duration of events or activities over time.
• Build a Highlight Table or Heat Map: Build a highlight table or heat map to compare categorical data using color and cell size.
• Build a Histogram: Build a histogram to display the distribution of a continuous measure grouped into bins.
• Building Line Charts: Build a line chart to visualize a sequence of values and trends over time.
• Get Started Mapping with Tableau: Get started mapping in Tableau by connecting, joining, and formatting geographic data into a map view.
• Build a Pie Chart: Build a pie chart to show proportions of a whole using a small number of slices.
• Build a Scatter Plot: Build a scatter plot to visualize relationships between numerical measures.
• Build a Text Table: Build a text table (cross-tab) by placing dimensions on shelves and a measure on Text.
• Build a Treemap: Build a treemap to display data as nested rectangles sized and colored by measures.
• Build Data Views from Scratch: Solves how to build custom data visualizations and charts from scratch by dragging data fields into Tableau views.
• Start Building a Visualisation by Dragging Fields to the View: Start building a visualization by dragging dimension and measure fields onto Rows, Columns, and Marks.
• Shelves and Cards Reference: Reference of Tableau worksheet shelves and cards-Columns, Rows, Marks, Filters, Pages-and their roles.
• Add a Calculated Column to a View: Add a calculated column to modify existing data, such as combining names or finding percent change.
• Calculate Z-scores: Calculate z-scores in Tableau using calculated fields for mean and standard deviation.
• Data Aggregation in Tableau: Understand data aggregation in Tableau, change measure aggregations, and disaggregate data.
• Create Bins from a Continuous Measure: Create bins from a continuous measure to group values.
• Create Custom Fields with Calculations: Create calculated fields to add new data to your source and save them for analysis.
• Ad-Hoc Calculations: Understand ad-hoc (in-line) calculations you create and update directly on a field in the view.
• Aggregate Functions in Tableau: Reference of Tableau aggregate functions like AVG, COUNT, and CORR, with an example calculation.
• Best Practices for Creating Calculations in Tableau: Tips and guidelines for creating efficient calculations in Tableau to optimize workbook performance.
• Get Started with Calculations in Tableau: Get started creating and editing calculated fields in Tableau using the calculation editor.
• Example - Spotlighting Using Calculations: Example of using a calculation to spotlight discrete thresholds, such as color-coding sales.
• Create a Simple Calculated Field: Create a simple calculated field, such as Profit Ratio, using a formula from existing fields.
• Level of Detail Expressions: Create Level of Detail (LOD) expressions to compute values at INCLUDE, EXCLUDE, or FIXED granularity.
• Data Source Constraints for Level of Detail Expressions: Understand data source constraints and version limits for Level of Detail expressions.
• EXCLUDE Level of Detail Expressions: Use EXCLUDE LOD expressions to omit dimensions and compute at a coarser level of detail.
• Filters and Level of Detail Expressions: Understand where Level of Detail expressions are evaluated in Tableau's order of filters.
• FIXED Level of Detail Expressions: Use FIXED LOD expressions to compute values from specified dimensions, ignoring the view.
• INCLUDE Level of Detail Expressions: Use INCLUDE LOD expressions to compute at a finer level and re-aggregate in the view.
• Overview: Level of Detail Expressions: Understand how Level of Detail expressions are computed at row and view levels in Tableau.
• Reconciling Level of Detail Expressions with the View Level of Detail: Understand how Tableau reconciles an LOD expression's granularity with the view level of detail.
• Table-Scoped Level of Detail Expressions: Understand table-scoped LOD expressions that compute across the whole table without scoping keywords.
• Tips for Working with Calculated Fields in Tableau: Tips for working efficiently in the Tableau calculation editor, including drag-and-drop and auto-complete.
• Understanding Calculations in Tableau: Understand why and when to use calculations to create new data in Tableau.
• Tips for Learning How to Create Calculations: Tips for learning to build calculation formulas by clarifying your question and researching functions.
• Types of Calculations in Tableau: Understand the three calculation types in Tableau: basic expressions, LOD expressions, and table calculations.
• Choosing the Right Calculation Type: Choose the right calculation type for your analysis among basic, LOD, and table calculations.
• Calculate Percentages in Tableau: Calculate percentages in Tableau and choose among percentage options like Percent of Total.
• Transform Values with Table Calculations: Transform values with table calculations using addressing and partitioning across the view.
• Customise Table Calculations: Customize table calculations with the Compute Using dropdown and build nested table calculations.
• Table Calculation Types: Reference of table calculation types like Difference From, Moving, and Percent of Total.
• Quick Table Calculations: Apply quick table calculations to a visualization using common default settings.
• Show Totals in a Visualisation: Show grand totals and subtotals in a visualization and customize how they are calculated.
• Cardinality and Referential Integrity: Understand cardinality and referential integrity and how they affect Tableau data source performance.
• Use Parameters to Make Views More Interactive: Use parameters and calculated fields to let viewers interactively change what a view displays.
• Create a Data Source or Add a New Connection with Clipboard Data: Copy and paste data directly into Tableau to create a data source for quick analysis.
• Close Data Sources: Understand how closing a data source disconnects Tableau without modifying the data.
• Find Clusters in Data: Find clusters in a view to partition similar marks using Tableau's cluster analysis.
• Create a Co-Occurrence Visualisation Using a Parameter and a Set: Create a co-occurrence visualization with a parameter and a set for market basket analysis.
• Tableau Concepts: Learn core Tableau concepts like dimensions, measures, data types, and aggregation.
• Configure A Proxy with OAuth: Configure a forward proxy in Tableau Desktop and Server to enable OAuth authentication.
• Run Initial SQL: Run an initial SQL command when connecting to a database, including parameters and deferred execution.
• Replace Data Sources: Replace a workbook's data source in Tableau Desktop by remapping fields to a new source.
• Stored Procedures: Use a stored procedure to define a database connection in Tableau, with database-specific constraints.
• Customise and Tune a Connection: Customize and tune ODBC and JDBC connections using TDC and properties files.
• Customise Connection String for Native Connectors: Customize a native connector's connection string using a TDC file and odbc-connect-string-extras.
• Copyright: Tableau copyright, patent, and trademark notice from Salesforce, Inc.
• Creators: Connect to Data on the Web: As a Creator, connect to published data sources and files on the web in Tableau Cloud or Server.
• Map Locations Not Recognised: Geocode locations Tableau doesn't recognize by importing custom latitude and longitude data.
• Connect to a Custom SQL Query: Connect to a custom SQL query in Tableau, with examples, parameters, and performance notes.
• Explore your Dashboards with Tableau Agent (Beta): Create AI-generated dashboard narratives and insights with Tableau Agent (beta).
• Use Dashboard Extensions: Add and configure dashboard extensions to expand dashboards with third-party web applications.
• Tableau Agent in Dashboards (Beta): Create AI-generated dashboard narratives and insights with Tableau Agent (beta).
• Dashboards: Understand dashboards as collections of views that let you compare multiple data sources at once.
• Best Practices for Effective Dashboards: Apply best practices for effective dashboards: know your purpose, audience, layout, and interactivity.
• Create a Dashboard: Create a dashboard by combining sheets, adding objects, and setting interactivity.
• Create Dashboard Layouts for Different Device Types: Create device-specific dashboard layouts optimized for phone, tablet, and desktop screens.
• Size and Lay Out Your Dashboard: Size and lay out a dashboard using fixed sizing and floating or tiled layout containers.
• Refine Your Dashboard: Refine a dashboard by checking placement, label readability, sizing, and image display.
• Create a Sheet Selection Menu for a Dashboard: Create a sheet selection menu using a parameter and calculated field to swap views in a dashboard.
• Connect to and Prepare Data: Connect to data and set up the data source before beginning analysis in Tableau.
• Understand Field Type Detection and Naming Improvements: Understand how Tableau detects field types and improves field names automatically.
• Convert a Field to a Date Field: Convert a text or numeric field to a date using data type changes and the DATEPARSE function.
• Explore and Inspect Data in a View: Explore and inspect data in a view using mark selection, tooltips, and analytics objects.
• Explore Dashboards with Data Guide: Use Data Guide to add author descriptions and surface insights about a dashboard for users.
• Clean Data from Excel, CSV, PDF and Google Sheets with Data Interpreter: Use Data Interpreter to clean messy Excel, CSV, PDF, and Google Sheets data for analysis.
• Create a Tableau Data Story (English Only): Feature retired.
• Configure Tableau Data Story Settings: Analytics: Feature retired.
• Configure Tableau Data Story Settings: Characteristics: Feature retired.
• Configure Settings for a Tableau Data Story: Feature retired.
• Add a Tableau Data Story to a Dashboard: Feature retired.
• Customise Your Tableau Data Story: Feature retired.
• Customise Your Tableau Data Story: Context Variables: Feature retired.
• Customise Your Tableau Data Story: Functions: Feature retired.
• Customise Your Tableau Data Story: Hide and Reorder Content: Feature retired.
• Configure Tableau Data Story Settings: Display: Feature retired.
• Configure Tableau Data Story Settings: Drivers: Feature retired.
• Add More Data to Your Tableau Data Story: Feature retired.
• Configure Tableau Data Story Settings: Narrative: Feature retired.
• Refresh Parameters in a Tableau Data Story: Feature retired.
• Add a Pop-up Tableau Data Story to Your Dashboard: Feature retired.
• Create Custom Measure Relationships in Your Tableau Data Story: Feature retired.
• Configure Tableau Data Story Settings: Relationships: Feature retired.
• Choose the Right Story Type for Your Tableau Data Story: Feature retired.
• Use a Table Calculation in a Tableau Data Story: Feature retired.
• Structure Data for Analysis: Understand how data structure-rows, fields, and granularity-affects analysis in Tableau.
• Tips for Working with Your Data: Tips for formatting data for analysis, like pivoting crosstabs and removing blank cells.
• Organise and Customise Fields in the Data Pane: Organize and customize fields in the Data pane using folders, sorting, and search.
• Edit Default Settings for Fields: Edit default field settings like aggregation, number format, color, shape, and sort order.
• Create Aliases to Rename Members in the View: Create aliases to rename dimension members so they display differently in the view.
• Handling Null and Other Special Values: Handle null and other special values that Tableau cannot plot, using the special values indicator.
• Dimensions and Measures, Blue and Green: Understand dimensions and measures, and the blue (discrete) versus green (continuous) field roles.
• Convert a Measure to a Dimension: Convert a measure to a dimension in the view or across the workbook in the Data pane.
• Convert Fields Between Discrete and Continuous: Convert measures and date fields between discrete and continuous in Tableau.
• Data Types: Understand and change field data types like integer, date, and string in Tableau.
• Work with Data Fields in the Data Pane: Work with the Data pane, including auto-created fields like Measure Names and generated Latitude.
• Measure Values and Measure Names: Understand Measure Values and Measure Names fields for building views with multiple measures.
• The Tableau Data Model: Understand the Tableau data model's logical and physical layers and build single- or multi-table models.
• Questions about Relationships, the Data Model and Data Sources: Answers to common questions about relationships, the data model, and data sources in Tableau.
• What's Changed with Data Sources and Analysis: Understand what changed in data sources with the logical layer and relationships in Tableau 2020.2.
• Don’t Be Scared of Relationships: Get comfortable with relationships that combine tables without flattening them into one table.
• Don’t Be Scared of Calculations in Relationships: Understand how calculations work in data sources that use relationships and table-level detail.
• Don’t Be Scared of Deeper Relationships: Understand deeper relationship concepts like field domains and the meaning of nulls.
• Build a Multi-Fact Relationship Data Model: Build a multi-fact relationship data model using multiple base tables connected by shared tables.
• About Multi-fact Relationship Data Models: Understand multi-fact relationship data models that use multiple base tables and relatedness levels.
• Understand Tooltips for Multi-fact Relationship Data Models: Interpret field relatedness tooltips in multi-fact relationship data models.
• When to Use a Multi-fact Relationship Model: Understand when to use a multi-fact relationship model to combine unrelated tables by context.
• How Analysis Works for Data Sources that Use Relationships: Understand how analysis works in data sources that use relationships across multiple tables.
• Use Relationships for Multi-table Data Analysis: Use relationships to combine multiple tables for analysis without flattening them.
• Plan the Data Source: Plan a data source and choose how to combine data using relationships, joins, blends, or unions.
• Set Up Data Sources: Set up a data source on the Data Source page to prepare your data for analysis.
• How Relationships Differ from Joins: Understand how relationships differ from joins and when each is appropriate.
• Optimise Relationship Queries Using Performance Options: Optimize relationship queries using cardinality and referential integrity performance options.
• Build Common Chart Types in Data Views: Work through exercises to build common chart types using the Sample - Superstore data.
• Date Properties: Set date properties for a data source, including calendar, week start, and fiscal year start.
• Dates and Times: Understand how Tableau handles dates and times in relational versus cube data sources.
• ISO-8601 Week-Based Calendar: Use the ISO-8601 week-based calendar in Tableau and build a 4-4-5 fiscal calendar.
• Continuous Dates: Understand continuous dates that create an axis, versus discrete date parts that create labels.
• Custom Dates: Create custom dates using DATEPART or DATETRUNC to work at a specific date level.
• Custom Date Formats: Format date fields in a view using custom date format symbols, including Japanese era formats.
• Using Week-Based Placeholders in Custom Date Formats: Use ISO-8601 week and year placeholders in custom date formats for supported locales.
• Tax Dates: Display dates using fiscal-year equivalents by setting a fiscal year start month on the data source.
• Change Date Levels: Change the date level of a field-such as year, quarter, or month-on shelves in a view.
• Perfect Pivoting with Dates: Perfect pivot dates by placing different date levels on separate shelves at once.
• Tableau Desktop and Web Authoring Help: Landing page for Tableau Desktop and web authoring help.
• Design Views and Analyse Data: Overview of resources for 2building views, dashboards, and stories to analyze data in Tableau Desktop.
• Tableau Desktop Public Edition, Free Edition and Professional Edition Feature Comparison: Compare Tableau Desktop Public, Free, and Professional editions to choose the right one.
• Use Dynamic Axis Ranges: Use dynamic axis ranges to update a view's axis based on a parameter or user selection.
• Use Dynamic Axis Titles: Use dynamic axis titles that update based on a parameter or field to communicate units accurately.
• Use Dynamic Zone Visibility: Use Dynamic Zone Visibility to show or hide dashboard zones based on a field or parameter value.
• Edit a Published Data Source: Edit, test, and roll back changes to a published data source without disrupting workbooks.
• Tableau File Types and Folders: Understand Tableau file types-workbooks, extracts, and bookmarks-and change the repository location.
• Tour the Tableau Environment: Tour the Tableau Desktop environment, including panes, shelves, and workspace elements.
• Workbooks and Sheets: Understand the Tableau workbook and sheet structure of worksheets, dashboards, and stories.
• Manage Sheets in Dashboards and Stories: Hide, show, and navigate sheets to manage workbooks and design dashboards.
• Navigate and Organise Sheets: Navigate and organize workbook sheets using tabs, the filmstrip, and the sheet sorter.
• Create or Open Workbooks: Create, open, and manage Tableau workbooks, including published workbooks.
• Analytics Pane: Use the Analytics pane to add reference lines, trend lines, forecasts, and box plots to a view.
• Reorganising the Workspace: Reorganize the Tableau workspace by rearranging cards and using Presentation Mode.
• Data Source Page: Understand the Data Source page areas: left pane, canvas, data grid, and metadata grid.
• Start Page: Understand the Tableau Desktop start page: Connect, Open, and Discover panes.
• The Tableau Workspace: Reference of the Tableau workspace: menus, toolbar, Data pane, cards, shelves, and sheets.
• Use Tableau-Supplied Connectors: Overview of supported Tableau connectors listed in the order they appear on the Connect pane.
• Microsoft Access: Connect Tableau to a Microsoft Access database file and set up the data source.
• Esri Connector: Connect Tableau to an Esri ArcGIS Server or ArcGIS Online and set up the data source.
• Excel: Connect Tableau to Microsoft Excel file data and set up the data source.
• Google Analytics 4: Connect Tableau to Google Analytics 4 and set up the data source.
• Google Drive: Connect Tableau to Google Drive and set up the data source.
• Google Sheets (deprecated): Important: the Google Sheets connector was fully deprecated in mid 2023
• JSON File: Connect Tableau to a local JSON file, select schema levels, and set up the data source.
• OData: Connect Tableau to an OData data source (V1, V2, and V4).
• PDF File: Connect Tableau to .pdf file data, scan for tables, and set up the data source.
• Spatial File: Connect Tableau to spatial files such as Shapefiles, KML, GeoJSON, and Esri File Geodatabases.
• Statistical File: Connect Tableau to a statistical file (SAS, SPSS, R) and set up the data source.
• Text File: Connect Tableau to delimited text file data and set up the data source.
• Connectors Built with the Web Data Connector 3.0 SDK: Use and build connectors with the Web Data Connector 3.0 SDK for web data and APIs.
• Web Data Connector 2.0: Connect Tableau to a Web Data Connector 2.0 (deprecated) and set up the data source.
• Discover Insights Faster with Explain Data: Use Explain Data to inspect marks and uncover outliers and correlations in a viz.
• Get Started with Explain Data: Get started running Explain Data on a dashboard, sheet, or mark.
• Control Access to Explain Data: Control who can access Explain Data and which explanation types and fields appear.
• Disable or Enable Explain Data for a Site: Disable or enable Explain Data availability for a Tableau site.
• How Explain Data Works: Understand how Explain Data analyzes marks and evaluates statistical explanations.
• Explanation Types in Explain Data: Understand the explanation types Explain Data generates for analyzed marks.
• Analysed Fields in Explain Data: View and change the fields Explain Data uses for its statistical analysis.
• Requirements and Considerations for Using Explain Data: Understand requirements and considerations for getting good results from Explain Data.
• Integrate External Actions: Integrate external actions to trigger Salesforce Flow workflows from Tableau dashboards.
• Tableau Data Extract Command-Line Utility: Automate extract refresh tasks using the Tableau Data Extract Command-Line Utility.
• Tableau Extract API: Use the Tableau Hyper API to create and modify .hyper extract files programmatically.
• Extract Your Data: Create a data extract to improve performance and access Tableau features.
• Refresh Extracts: Refresh extracts using full or incremental refresh from Tableau Desktop.
• About Extract Upgrades from .tde to .hyper: Upgrade extracts from the legacy .tde format to the .hyper format.
• Filter Data Across Multiple Data Sources: Filter data across multiple data sources using a common field and relationships.
• Filter Data from Your Views: Filter data from your views, including interactive and formatted filters.
• Use Context Filters: Use context filters to create an independent filter that other filters depend on.
• Filter Data from Your Data Source: Create data source filters to reduce data and restrict what users can see.
• Apply Filters to Multiple Worksheets: Apply filters to multiple worksheets that use the same or related data sources.
• Find Good Data Sets: Learn what makes a good data set for analysis and how to find one.
• Creating a Forecast: Create a forecast in a view using a date dimension and a measure.
• Describe Forecast Dialog Box: Understand the Describe Forecast dialog box and the forecast models Tableau computes.
• Forecast Field Results: Understand the forecast result types you can display in a view.
• How Forecasting Works in Tableau: Understand how Tableau forecasting uses exponential smoothing, trend, and seasonality.
• Forecasting When No Date is in the View: Understand how Tableau forecasts when no date dimension is in the view.
• Forecast Options Dialog Box: Configure forecast options including length, source data, model, and prediction interval.
• Resolving Forecasting Errors: Resolve forecasting errors caused by too much or too little data.
• Troubleshooting Forecasting: Troubleshoot forecasting issues, including null forecasts.
• Forecasting: Overview of adding a forecast to a view using a date dimension and measure.
• FORMAT() Function Workarounds in Tableau: Use workarounds for formatting fields since Tableau has no FORMAT() function.
• Format Your Work: Format worksheet elements such as fonts, shading, alignment, borders, and lines.
• Format Animations: Format animations to highlight changing patterns and transitions in visualizations.
• Create Custom Colour Palettes: Create and use custom color palettes in Tableau for branding and visualization.
• Use Custom Fonts: Use and publish custom fonts in Tableau visualizations and published workbooks.
• Use Custom Formatting Themes: Use custom formatting themes to apply consistent formatting across workbooks.
• Edit Axes: Edit axis range, scale, and appearance for continuous fields in a view.
• Format Text: Format text including fonts, alignment, tooltips, titles, and captions.
• Rebrand a Dashboard: Rebrand a dashboard by changing fonts, mark colors, tooltips, and adding a logo.
• Resize Tables and Cells: Resize tables, rows, columns, and cells to control how a view displays.
• Format Text and Numbers: Overview of options for formatting specific text and number items in a view.
• Format Fields and Field Labels: Format a specific field or field label scoped to where it appears in a view.
• Format Numbers and Null Values: Format numbers and null values, including custom number formats and currency.
• Format Individual Parts of the View: Format individual view parts such as titles, captions, tooltips, and controls.
• Define Table Structure: Define table structure including aspect ratio, number format, and row/column attributes.
• Format at the Workbook Level: Format fonts, titles, and lines at the workbook level for consistency across views.
• Format at the Worksheet Level: Format fonts, alignment, shading, borders, and lines at the worksheet level.
• Functions in Tableau: Overview of the functions available for use in Tableau calculations.
• All Functions (Alphabetical): Reference of all Tableau calculation functions organized in alphabetical order.
• All Functions (Categorical): Reference of all Tableau calculation functions organized by category.
• Additional Functions (Regex, Hadoop Hive, Google Big Query): Reference for additional functions including regular expressions, Hadoop Hive, and BigQuery.
• Date Functions: Reference for Tableau date functions used in calculations.
• Logical Functions: Reference for Tableau logical functions such as IF, CASE, and AND.
• Number Functions: Reference for Tableau number functions used in calculations.
• Pass-Through Functions (RAWSQL): Reference for RAWSQL pass-through functions that send SQL directly to the database.
• Predictive Modelling Functions: Reference for predictive modeling functions MODEL_PERCENTILE and MODEL_QUANTILE.
• Spatial Functions: Reference for spatial functions such as BUFFER, DISTANCE, and INTERSECTS.
• String Functions: Reference for Tableau string functions used to manipulate text data.
• Table Calculation Functions: Reference for table calculation functions such as INDEX, LOOKUP, and FIRST.
• Type Conversion: Reference for type conversion functions that cast fields between data types.
• User Functions: Reference for user functions used to build user filters and row-level security.
• Writing Calculations in Tableau: Learn how to write and format calculations in Tableau, including syntax and components.
• Use Partner-Built Connectors from the Tableau Exchange: Find, install, and use partner-built connectors from the Tableau Exchange.
• Build a Basic View to Explore Your Data: Build a basic view with Sample - Superstore to explore your data in Tableau.
• Get Started: Overview of getting started with building views, the workspace, and Tableau concepts.
• Tableau Help
• Edit Data Sources: Edit data sources, including joining tables, creating calculations, and renaming fields.
• Add Web Images Dynamically to Worksheets: Assign an image role to URL fields to add web images dynamically to worksheets.
• Get Details About Fields and Sheets in a Workbook: Get details about fields and sheets in a workbook using Describe Sheet and Describe.
• Drop Lines: Use drop lines to distinguish marks and call out their position in a view.
• Zoom and Pan Views and Select Marks: Zoom, pan, and select marks in a view using the view toolbar.
• Summary Card: Use the Summary Card to see quick statistics about a selection or data source.
• Undo and Redo: Use undo and redo to step through actions in Tableau Desktop and the web.
• View Underlying Data: Use the View Data window to see the underlying data behind marks and views.
• Join Your Data: Join data from multiple tables or data sources, including join types and clauses.
• Assuming Referential Integrity for Joins: Improve join query performance by assuming referential integrity.
• Review Join Results in the Data Grid: Review join results in the data grid and resolve field mismatches.
• Troubleshoot Joins: Troubleshoot join issues like over-counting, duplicated data, and broken joins.
• Improve Performance for Cross-Database Joins: Improve performance for cross-database joins between databases and files.
• Visualise Key Progress Indicators: Create a view that visualizes Key Progress Indicators using threshold calculations and shapes.
• Maps and Geographic Data Analysis in Tableau: Overview of creating maps and analyzing geographic data in Tableau.
• Mapping in Tableau: Understand mapping concepts and the types of maps you can build in Tableau.
• Build Maps in Tableau: Overview of building different map types in Tableau, from simple to choropleth.
• Create Territories on a Map: Create custom territories on a map by grouping locations or geographic fields.
• Data Blending vs. Custom Geocoding: Compare data blending and custom geocoding for plotting your own locations on a map.
• Blend Geographic Data: Example of blending geographic data to plot custom locations on a map.
• Customise Maps: Overview of options for customizing the look and interaction of maps.
• Customise How People Interact with your Map: Customize how people interact with a map, including scale, search, pan, and zoom.
• Location Data that Tableau Supports for Building Map Views: Understand the location data Tableau supports for building map views.
• Analyse Marks on a Map with Drive Time: Use the Drive Time selection tool to select map marks based on travel time.
• Create Dual-Axis (Layered) Maps in Tableau: Create dual-axis (layered) maps that overlay two sets of geographic data.
• Edit Unknown or Ambiguous Locations: Edit unknown or ambiguous locations that Tableau does not recognize on a map.
• Explore Data in Maps: Explore map data by selecting marks, panning, zooming, and searching locations.
• Format Geographic Fields in Tableau: Assign geographic roles to fields so you can use them to create map views.
• Create Maps that Show Ratio or Aggregated Data in Tableau: Create choropleth (filled) maps that show ratio or aggregated data in Tableau.
• Create Filled Maps with Pie Charts in Tableau: Create filled maps with pie charts to show proportions by geographic location.
• Create Maps that Show a Path Over Time in Tableau: Create flow (path) maps that show movement over time, such as a storm path.
• Maps that Show Density or Trends: Create density maps (heatmaps) that reveal concentration of overlapping marks.
• Create Maps that Show Paths Between Origins and Destinations in Tableau: Create spider (origin-destination) maps that show paths between hubs and points.
• Create Maps that Highlight Visual Clusters of Data in Tableau: Create point distribution maps that highlight visual clusters of data points.
• Build a Simple Map: Build a simple point, filled, or density map for geographic analysis.
• Create Maps that Show Quantitative Values in Tableau: Create proportional symbol maps that show quantitative values for locations.
• Search for Locations in Your Map: Use map search to find and inspect locations in a map view.
• Select Background Maps: Select and change the background map for your map views in Tableau.
• Save a Map Source: Save a Mapbox map or WMS server as a Tableau map source (.tms) to share.
• Import a Map Source: Import a Tableau map source (.tms) into a workbook to create custom map views.
• Use Mapbox Maps: Add and use Mapbox maps in your Tableau workbooks and map views.
• Use Web Map Service (WMS) Servers: Connect to and use Web Map Service (WMS) servers as background maps in Tableau.
• Create Geographic Layers for Maps: Create geographic marks layers to overlay multiple layers of data on a map.
• Measure Distances Between Data Points and Locations on a Map: Use the Radial tool to measure approximate distances between points on a map.
• Map Storing: Understand how Tableau caches map images for performance and offline work.
• Customise How Your Map Looks: Customize map appearance using map layers, styles, and U.S. demographic data.
• Create Tableau Maps from Spatial Files: Create maps from spatial files such as shapefiles, KML, GeoJSON, and geodatabases.
• Join Spatial Files in Tableau: Join spatial files using their geometry or with spatial calculations.
• The Mapping Workspace in Tableau: Understand the elements of the Tableau mapping workspace.
• Show or Hide Missing Values or Empty Rows and Columns: Show or hide missing values, empty rows, and empty columns in a view.
• Move Marks: Move marks forward or backward in a dual-axis view to control overlap.
• Blend Your Data: Blend data from multiple sources by combining a primary and secondary data source.
• Add Axes for Multiple Measures in Views: Add individual, blended, or dual axes to compare multiple measures in a view.
• Bring a Field into the Primary Data Source: Use a primary group to bring only needed fields from a secondary data source.
• Edit Primary Aliases: Alias field values using data blending to rename dimension values.
• Navigate Data Sources in the Data Pane: Navigate and select data sources in the Data pane of a workbook.
• Blend on Summary Data: Use data blending to combine primary data with summary data from a large source.
• Troubleshoot Data Blending: Troubleshoot common data blending warnings and errors.
• OAuth Overview: Understand OAuth, an authentication protocol for granting limited access to resources.
• Tableau's Order of Operations: Understand Tableau's order of operations (query pipeline) for filters and calculations.
• Create Parameters: Create, edit, and use parameters in calculations, filters, and reference lines.
• Example: Add a Parameter to a Map View: example: add a parameter to a map view to set a birth rate threshold.
• Example – Swap Measures Using Parameters: example: swap measures in a view using parameters and calculated fields.
• Create a Pareto Chart: Create a Pareto chart combining bars and a cumulative line using a table calculation.
• Pivot Data from Columns to Rows: Pivot data from crosstab columns to rows, including via custom SQL.
• Create a Population Pyramid: Create a population pyramid to show distribution of age groups in a population.
• Predictive Modelling: Overview of predictive modeling functions that use linear regression in Tableau.
• Choosing a Predictive Model: Choose a predictive model among linear, regularized, and Gaussian process regression.
• Choosing Predictors: Choose predictors for prediction calculations using R-squared values.
• Compute Using and Data Partitioning in Predictive Modelling: Understand Compute Using and data partitioning in predictive modeling functions.
• Example – Explore Female Life Expectancy with Predictive Modelling Functions: example: explore female life expectancy with MODEL_PERCENTILE and MODEL_QUANTILE.
• Predictive Modelling Functions in Time Series Visualisations: Use predictive modeling functions to make predictions for future dates in time series.
• Predictive Modelling with Generated Marks: Use predictive modeling with generated marks to predict missing values.
• How Predictive Modelling Functions Work in Tableau: Understand in detail how predictive modeling functions work in Tableau.
• Regularisation and Augmentation in Predictive Modelling: Improve predictive model fit using regularization and augmentation.
• Resolve Errors in Predictive Modelling Functions: Resolve errors in predictive modeling functions, including Gaussian process errors.
• Tableau Public FAQ: Frequently asked questions about Tableau Public, the free platform for Tableau's commuity.
• Work with Published Data Sources on Tableau Public: To create a viz on Tableau Public, the first step is to connect to the data that you want to visualise
• Authorise Access to Data Published to Tableau Cloud: Authorize access for Tableau Cloud to reach cloud data using IP addresses and VPCE IDs.
• Restrict Data Access with User Filters and Row Level Security: Restrict data access at the row level using user filters and row-level security.
• Create a User Filter and Secure it for Publishing: Create a user filter and secure it for publishing to implement row-level security.
• Set Permissions as You Publish a Data Source or Workbook: Set permissions for a workbook or data source during publishing.
• Schedule Extract Refreshes as You Publish a Workbook: Schedule extract refreshes when publishing a workbook that uses extracts.
• Save Workbooks to Tableau Public: Save workbooks to Tableau Public to share data discoveries publicly.
• Determine how others access your published data: Determine how others access your published data by setting the authentication type.
• Quick Start: Area Charts: Quick start: create an area chart to show accumulated totals over time.
• Quick Start: Bullet Graphs: Quick start: build a bullet graph to compare a measure against reference lines.
• Quick Start: Combination Charts: Quick start: build a combination chart using multiple mark types.
• Create Hierarchies: Create hierarchies to quickly drill up and down between field levels in a viz.
• Create Relative Date Filters: Create relative date filters that dynamically show recent time periods.
• Reference Lines, Bands, Distributions and Boxes: Add reference lines, bands, distributions, and box plots to a continuous axis.
• Install or Upgrade Tableau Desktop: Install or upgrade Tableau Desktop and access the repository.
• Refresh Data Sources: Refresh live, extract, and published data sources in Tableau Desktop.
• Relate Your Data: Relate tables to combine data from multiple tables for analysis.
• Packaged Workbooks: Create or unpackage packaged workbooks (.twbx) in Tableau Desktop.
• Keyboard Shortcuts: Reference list of keyboard shortcuts for working in Tableau.
• Showcase Insights: Overview of ways to showcase data insights in your views.
• Filter and Sort Data in the View: Overview of filtering and sorting data in Tableau views.
• Correct Data Errors or Combine Dimension Members by Grouping Your Data: Correct data errors or combine dimension members by grouping data.
• Group Your Data: Create groups to combine related members in a field.
• Colour a View Using Groups: Color a view by selecting marks to create visual groups.
• Create Sets: Create dynamic and fixed sets to compare subsets of data.
• Sets for Top N and Others: Use sets and a parameter to create a Top N and Others view.
• Sort Data in a Visualisation: Sort data in a Tableau visualization using axis, header, or toolbar options.
• Spatial Parameters and Operators: Create spatial parameters and use spatial operators in calculations.
• Split a Field into Multiple Fields: Split a string field into multiple fields in Tableau.
• Navigate Between the Start Page and Workspace: Navigate between the start page and workspace in Tableau Desktop.
• User-defined Encodings Supported by the Statistical File Connector: Reference for character encodings supported by the statistical file connector.
• Stories: Understand stories, a sequence of visualizations that convey information.
• Best Practices for Telling Great Stories: Best practices for telling great data stories in Tableau.
• Creating a Story: Create a story and add story points in Tableau.
• Example – A Story That Examines a Trend: Walk through building a story that examines an earthquake trend.
• The Story Workspace: Understand the controls and elements of the story workspace.
• Manage Data Sources: Overview of tasks for managing data sources in Tableau.
• Table Extensions: Create table extensions with analytics extension scripts in Tableau Desktop.
• Visual Cues and Icons in Tableau Desktop: Understand the visual cues and icons used in Tableau Desktop.
• Add Trend Lines to a Visualisation: Add and edit trend lines in a Tableau visualization.
• Spot Trends: Overview of spotting trends with trend lines, reference lines, and clustering.
• Union Your Data: Union tables to append rows from one table to another in Tableau.
• Upgrade Data Sources: Upgrade Excel and text file data sources in Tableau Desktop.
• Parts of the View: Understand the basic parts of a Tableau view.
• View Data Model: Use View Data Model to understand the structure of your data source.
• Control the Appearance of Marks in the View: Control color, size, shape, and text of marks using the Marks card.
• Colour Palettes and Effects: Understand color palettes and effects for marks in Tableau.
• Example – Multiple Fields on Colour: Example of using multiple fields on color to build a treemap.
• Change the Type of Mark in the View: Change the type of mark displayed in a Tableau view.
• Stack Marks: Understand how marks are stacked along a numeric axis.
• Visual Best Practices: Apply visual best practices for fonts, colors, and layout in Tableau.
• Add Viz Extensions to Your Worksheet: Add Viz Extensions to a worksheet to extend visual capabilities.
• Create Views for Tooltips (Viz in Tooltip): Embed a visualization within a tooltip using Viz in Tooltip.
• Navigate Visualisations with Assistive Technology: Navigate visualizations with a keyboard and assistive technology.
• Use Tableau on the Web: Overview of using Tableau on the web for authoring and collaboration.
• Choose the Right Chart Type for Your Data: Choose the right chart type for your data and analysis.
• What's New in Tableau Desktop and Web Authoring: Explore the features released for Tableau Desktop and web authoring.
• Language and Locale: Set the language and locale for Tableau Desktop and workbooks.