Below is a cheat sheet for Tableau, a popular data visualization and business intelligence tool.
Data Connection
- Connect to Data Source:
- Open Tableau Desktop.
- Navigate to “Data” and choose a data connection option.
- Data Source Tab:
- Manage data connections and relationships.
Data Preparation
- Data Pane:
- Drag and drop fields to Rows or Columns shelf.
- Data Blending:
- Combine data from multiple sources.
- Data Interpreter:
- Clean and handle missing data.
Visualization
- Show Me:
- Change the visualization type.
- Marks Card:
- Customize color, size, shape, etc., for marks.
- Axes and Headers:
- Control axis labels and headers.
- Reference Lines:
- Add lines to highlight reference values.
Calculations
- Calculated Fields:
- Create new fields using calculations.
- Table Calculations:
- Perform calculations on the displayed data.
Filters
- Quick Filters:
- Add quick filters to the view.
- Filter Shelf:
- Create custom filters.
- Context Filter:
- Define filters that affect the entire view.
Dashboard
- Dashboard Tab:
- Combine sheets into a dashboard.
- Dashboard Objects:
- Add images, web pages, text, and more.
- Dashboard Actions:
- Create interactive elements.
Publishing
- Tableau Server/Online:
- Publish workbooks to Tableau Server or Tableau Online.
- Packaged Workbook:
- Share workbooks as packaged files.
Tableau Server/Online
- Web Authoring:
- Create and edit dashboards online.
- Collaboration:
- Share and collaborate with others.
Tips and Shortcuts
- Ctrl + Drag:
- Duplicate a field or object.
- Ctrl + Shift + Drag:
- Create a copy of the object.
- Ctrl + W:
- Close the current workbook.
- Ctrl + S:
- Save the workbook.
Online Resources
- Tableau Public:
- Share and explore public visualizations.
- Tableau Community:
- Access forums, discussions, and knowledge base.
Tableau Server
- Projects and Workbooks:
- Organize content on Tableau Server.
- Security and Permissions:
- Set up user permissions.
Advanced Topics
- Level of Detail (LOD) Expressions:
- Perform aggregations at different levels.
- Tableau Prep:
- Use Tableau Prep for data cleaning and shaping.
This cheat sheet provides a quick reference for common tasks in Tableau. Depending on your specific use case and the version of Tableau you’re using, some features or options may vary. Refer to the official Tableau documentation for in-depth information and updates.