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Tableau Cheat Sheet

This document provides a cheat sheet for using the data visualization software Tableau. It explains how to import data, navigate the worksheet interface, use the columns and rows shelves to structure visualizations, select different mark types to encode data, and modify visual properties like color, size, and labels. It also describes how the Show Me panel provides visualization suggestions and how Tableau can generate geographic attributes from place names.

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Tarun Targhotra
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2K views14 pages

Tableau Cheat Sheet

This document provides a cheat sheet for using the data visualization software Tableau. It explains how to import data, navigate the worksheet interface, use the columns and rows shelves to structure visualizations, select different mark types to encode data, and modify visual properties like color, size, and labels. It also describes how the Show Me panel provides visualization suggestions and how Tableau can generate geographic attributes from place names.

Uploaded by

Tarun Targhotra
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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University of St Andrews

Tableau
Cheat Sheet

Gonzalo Gabriel Méndez Uta Hinrichs Miguel A. Nacenta


ggm@st-andrews.ac.uk uh3@st-andrews.ac.uk mans@st-andrews.ac.uk
Importing Data
1
Click the Text File
option and select the
CSV dataset with the 2
file browser. Your data will be shown
as a table:
3
Go to your newly created
Worksheet by clicking the
orange Sheet 1 tab.
Worksheet Interface

Attributes we want to
Categorical visualize are dropped here
Attributes

Visualizations
will appear here

Marks’ Visual Variables


(and other useful stuff)
Quantitative
Attributes
Columns and Rows Shelves
The Columns shelf creates the columns of a table, while the Rows shelf creates the
rows of a table. You can place any number of fields on these shelves.

Placing a categorical attribute


creates headers for the
Dataset members of that category.

Placing quantitative data


crates numeric axes
Example:
This view shows the members
of the Person category as
column headers, while
the Age attribute is displayed
as a vertical axis.
Adding more attributes to the Rows and Columns shelves adds more
rows, columns, and panes to the table.
Marks
A mark is encodes the data point in the intersection of the dragged attributes.
The inner attributes on the Rows and Columns shelves determine the default
mark type.

Inner attributes

For example, if the


inner attributes are a
categorical and
quantitative one, the
default mark type is a
bar.
Marks’ Shape

You can manually select a different


mark type using the Marks card
drop-down menu. This will set the
mark’s shape property.
Other Visual Properties

You can show additional information about the data using mark properties
such as color, size, labels, etc.

Marks’ properties are controlled by the Marks


card. Here, you can drag attributes to the
different visual properties.
Modifying the marks’ shape
After changing the marks’ type (shape) of our visualization, we end up with this:

1 2

Let’s now play with other properties of this visualization’s marks!


Coloring the marks
Dragging the Person attribute to the
Color property will assign a different
color for each person of the dataset.

A color per
2
person

3 Tableau will tell you that


the attribute Person is
now mapped to the Color
property.

4 And will show you the


mapping it built.
Labelling the marks
Dragging the Age attribute to the
Label property will label each mark
of the visualization with the
corresponding age.

The age is shown


2
in the marks’ labels

3 Tableau will tell you that


the attribute Age is now
used to label the marks.
The Show me Panel

Provides suggestions to build visualizations based on the


attributes you have already dropped.

Tableau automatically evaluates the selected attributes


and suggests you several types of visualization that
would be “appropriate” for those attributes.
Auto-generated Attributes

Sometimes, Tableau automatically creates attributes.

For example, when detecting geographic roles in your data (such as names of
countries or cities), it associates each value in a field with a latitude and longitude
values.

You can use these attributes as numeric values, for


example, to place marks on top of maps.

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