How to create Workbooks and Sheets in Tableau?

Tableau uses a workbook and worksheet file structure, much like Microsoft Excel.

Creating Workbooks

Tableau workbook files are much like Microsoft Excel workbooks. They contain one or more worksheets or dashboards and hold all of your work. They allow you to organize, save, and share your results.

When you open Tableau, a blank workbook is automatically created. You can also create a new workbook by selecting File > New or by pressing Ctrl + N on your keyboard. You can open an existing workbook by doing one of the following:

• Double-click the thumbnail image of the workbook on the start page. The start page shows workbooks that you’ve recently used.
• Select File > Open and navigate to the location of your workbook using the Open dialog box. Tableau workbooks have the .twb or .twbx file extensions.
• Double-click on any workbook file.
• Drag any workbook file onto the Tableau desktop icon or onto the running application.

The workbook name is displayed in Tableau’s title bar.

You can open multiple workbooks simultaneously. Each workbook is shown in its own window.

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Sheets

Each workbook can contain worksheets and dashboards. A worksheet is where you build views of your data by dragging and dropping fields onto shelves. A dashboard is a combination of several worksheets that you can arrange for a presentation or to monitor. The sheets, whether worksheets or dashboards, display along the bottom of the workbook as tabs. In this section you’ll learn how to create, open, duplicate, hide, and delete sheets as well as how to organize sheets in a workbook.

Creating New Sheets

Create a new worksheet by selecting Worksheet > New Worksheet or by pressing Ctrl + M on your keyboard. Tableau inserts a new worksheet into the current workbook.

Create a new dashboard by selecting Dashboard > New Dashboard. Tableau inserts a new dashboard sheet into the current workbook.

Tableau automatically generates sheet names. The first worksheet is named Sheet 1, the second worksheet is named Sheet 2, and so on. You can rename a sheet by right-clicking the sheet tab and selecting Rename Sheet. Alternatively, double-click the name of the sheet on the sheet tab and type a new name.

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