Tableau Navigation in Tableau Workbook

Discussion in 'Tableau' started by bsdinsight, Feb 9, 2018.

  1. bsdinsight

    bsdinsight Well-Known Member

    1. Objective
    In previous Tableau tutorial we studied the introduction of tableau, in this section, we will cover different tableau navigation highlights in an interface. On running tableau work area, you get the menu at the best which demonstrates every one of the orders we can explore. We should open a clear exercise manual and experience the different essential highlights under every menu.

    Navigation-in-Tableau-01.jpg
    Tableau Navigation – Introduction​

    2. Introduction to Tableau Navigation
    Most noteworthy, tableau offers a lot of command options to the users to make it more effective and user-friendly.As a result, we can use them to run different operations on Tableau. The main commands of the menu, that tableau offers are

    1. File menu
    2. Data menu
    3. Worksheet menu
    4. Dashboard menu
    5. Story menu
    6. Analysis menu
    7. Map menu
    8. Format menu
    9. Server menu
    Screenshot-45.png
    Tableau Navigation
    3. Menu Commands in Tableau Navigation
    On shutting the beginning window, you get the primary interface with all the accessible menu orders. They speak to the whole arrangement of tableau navigation highlights accessible in interfaces. Different areas of the menu have appeared in the accompanying outline. In addition, you can see a few subtle elements of every menu.

    a. File Menu
    This menu in tableau navigation, is utilized to make another tableau exercise manual and therefore open existing exercise manuals from both the neighborhood framework and tableau server. It seems like the imperative highlights in this menu are

    i. NEW – is normally used to create new files, a shortcut for the same is “ctrl+N”

    ii. Open – is used to open old/saved files, a shortcut for the same is “ctrl+O”

    iii. Close – is used for close current book

    iv. Save – is used to save file and the shortcut key is “ctrl+S”

    v. Save as – is used to rename the same saved file

    vi. Export package – option is utilized to make a bundled exercise manual, which will be imparted to different clients

    vii. Paste sheet – this option is used to paste old sheets workbook into present sheet workbook

    viii. Workbook locale – used for set reports language

    ix. Import workbook – is used when we want to import data from another workbook

    x. Page setup – used for setup of a page

    xi. Print and print pdf – is used to print the workbook

    Screenshot-39.png
    Tableau Navigation – File Menu​

    b. Data Menu
    Same as above, this menu in tableau navigation, is utilized to make new information source to bring the information for examination and perception. It likewise enables you to supplant or overhaul the current information source.

    The critical highlights in this menu are as per the following

    i. New data source – permits to see every one of the kind of associations accessible and look over it

    ii. Refresh all extracts – when we update the data extract source there is a need of refreshing of data

    iii. Edit relationships – option defines the fields in more than one data source for linking

    iv. Replace data source – choice characterizes the fields in more than one information hotspot for connection

    Screenshot-40.png
    Tableau Navigation – Data Menu
    c. Worksheet Menu
    This menu in tableau navigation, is used to make another worksheet alongside different show highlights, for example, demonstrating the title and subtitles, and so on.

    The imperative highlights in this menu are as per the following

    i. New worksheet – option used to take new worksheet

    ii. Show summary – permits to see the synopsis of the information utilized as a part of the worksheet, for example, tally, etc

    iii. Run update – option updates the worksheet data or filters used

    iv. Tooltip – demonstrates the tooltip while floating above different information fields

    v. Show title, caption, card – are used to show them on worksheet

    Screenshot-41.png
    Tableau Navigation -Worksheet Menu​

    d. Dashboard Menu
    This menu in tableau navigation, is utilized to make another dashboard alongside different show highlights, for example, demonstrating the title and sending out the picture, and so forth.

    The vital highlights in this menu are as per the following

    i. Format – sets the format as far as hues and areas of the dashboard

    ii. Action – used to link to URLs or external sheets

    iii. Export image – option exports an image of the Dashboard

    Screenshot-42.png
    Tableau Navigation – Dashboard Menu​

    e. Story Menu
    This menu in tableau navigation, is utilized to make another story which has numerous sheets or dashboards with related information.

    The important features in this menu are as follows

    i. Format – sets the layout in terms of colors and sections of the story

    ii. Run Update – updates the story with the latest data from the source

    iii. Export Image – option exports an image of the story

    iv. Show backward/show forward – is used to look old worksheets

    Screenshot-43.png
    Tableau Navigation – Story menu​

    f. Analysis Menu
    This menu is utilized for breaking down the information shown on the sheet. The scene gives numerous out-of-the-case highlights, for example, figuring the rate and playing out an estimate, and so forth.

    The critical highlights in this menu are as per the following

    i. Forecast – shows a forecast based on available data

    ii. Trend Lines – shows the trend line for a series of data

    iii. Create Calculated Field – option creates additional fields based on a certain calculation on the existing fields

    iv. Percentage – of an option is used to find a percentage of any data

    v. Total – function is used to find the total of any data

    vi. Special value – is used to input special kind of value

    Screenshot-44.png
    Tableau Navigation – Analysis menu​

    g. Map Menu
    This menu in tableau navigation, is utilized for building map sees in Tableau. You can also relegate geographic parts to fields in your information.

    The important features in this menu are as follows

    i. Geocoding – makes new geographic parts and appoints them to the geographic fields in your information

    ii. Map layers – cover up and demonstrate outline, for example, road names, nation outskirts, and includes information layers

    iii. Background image – helps setting images in the background

    Screenshot-43 (1).png
    Tableau Navigation – Gap Menu​

    h. Format Menu
    This menu is utilized for applying the different organizing alternatives to upgrade the look and feel of the dashboards made. It gives highlights, for example, fringes, hues, an arrangement of content, and so forth.

    The imperative highlights in this menu are as per the following

    i. Borders – applies borders to the fields displayed in the report

    ii. Title & Caption – assigns a title and caption to the reports

    iii. Cell Size – customizes the size of the cells displaying the data

    iv. Workbook Theme – applies a theme to the entire workbook

    v. Alignment – is used for alignment of lines

    vi. Lines – are used for types of lines

    vii. Font – which kind of font you want to use

    Screenshot-47.png
    Tableau Navigation – Format Menu​
     
  2. Loading...


  3. bsdinsight

    bsdinsight Well-Known Member

    i. Server Menu
    Server Menu is for doing login to the Tableau server on the off chance that you approach, and distribute your outcomes to others to utilize. We use it to get the exercise manuals that others distribute.

    The vital highlights in this menu are as per the following

    i. Publish Workbook – publishes the workbook in the server to be used by others

    ii. Publish Data Source – publishes the source data used in the workbook

    iii. Create User Filters – creates filters on the worksheet to be applied by various users while accessing the report

    Screenshot-48.png
    Tableau Navigation – Server Menu​
     

Share This Page