How to build views in Tableau

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Data Views In Tableau

You can build data views by dragging fields from the Data window and dropping them onto the shelves that are part of every Tableau worksheet.

Tableau_view

Nested Table

You will modify the tableau view from – Basic View:  To show quarters in addition to years.

Drill down on the Year (Order Date) field by clicking the plus button on the right side of the field.

Tableau_nestedtable

Drag the Order Date field from the Data window and drop it on the Columns shelf to the right of the Year(Order Date) field.

Tableau_nestedtable1

The new dimension divides the view into separate panes for each year. Each pane has columns for the quarters of the given year. This view is called a nested table because it displays multiple headers, with quarters nested within years.

Tableau_nestedtable2

Building Views (Automatically)

Show Me!

Rather than building views by dragging and dropping fields, you can use Show Me! ™ To create views automatically.

  • In the Show Me! Dialog box, select the type of view you want to create and click OK.

Tableau_nestedtable3

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Save your Work

After you have created all the desired views of your data, you should save the results in a Tableau Workbook.

Saving a Tableau workbook allows you to save all your worksheets for later use. It also allows you to share your results using a convenient file.

Follow the steps below to save your workbook.

  1. Select File > Save or press Ctrl + S on your keyboard.
  2. Browse to a file location to save the workbook.

By default, Tableau saves workbooks in the Workbooks directory in the Tableau Repository.

Specify a file name for the workbook.

Specify a file type. You can select from the following options:

         Tableau Workbook (.twb) – Saves the all the sheets and their connection information in a workbook file. The data is not included.

       Tableau Packaged Workbook (.twbx) – Saves all the sheets, their connection information and any local resources (e.g., local file data        sources, background images, custom geocoding, etc.).

              When finished, click Save.

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