Sharing Insights

📖 Viz Animations

• Animations are disabled by default.
• Format - Animations(default duration: 0.3s)
• It is possible to turn them on for the entire workbook at once
• They can be turned on for certain worksheets only
• Pages shelf allows the visualization of data changes over time through animation.
  • A way to jump to a specific page
  • A way to manually & automatically iterate through pages

Simultaneous animations

• The default simultaneous animations are faster and work well when showing value changes in simpler charts and dashboards.

Sequential animations

• taking more time but making complex changes clearer by presenting them step-by-step.

Unsupported browsers and features

• Animations are supported by all web browsers except Internet Explorer.
• The following Tableau features do not animate
  • Maps, polygons, and density marks in web browsers
  • Pie and text marks
  • Axes and headers
  • Forecasts, trends and reference lines
  • Page history trails

(참고)

• 'Viz in Tooltip' → Embedding visualizations(worksheets) within tooltips

📖 Dashboard

• Provides the ability to use one sheet as a filter for other
• Easier to compare visualisations side by side
• Helps in faster analysis
• Dashboard pane, Layout pane
  • Layout pane enables users to manage the layout and design of multiple dashboards

Dashboard size options

• Fixed size(default)
• Range: from minimum to maximum
• Automatic

Dashboard Objects

• Horizontal Container
• Vertical Container
• Text
• Image
• Web Page
  • Embedding a Tableau dashboard into a web page expands data accessibility
• Blank
• Navigation
• Download
• Extension
• Ask Data
• Data Story
• Workflow
• Add Filters
• Einstein Discovery

Dashboard Actions

• Dashboard - Actions(Hover/Select/Menu)

  • Filter(to send the information between sheets)
  • Highlight
  • Go to URL
    To interactively display information from the web INSIDE a dashboard, you can use a URL action with a web page object.
    • URL prefixes: HTTP, HTTPS, FTP
  • Go to Sheet
  • Change Parameter
  • Change Set Values

• The Highlighting action can be disabled for the entire workbook.

Tiled and Floating

• Default: Tiled(fixed and having a fixed boundary)
• Floating: get inside the boundary(overlap)

Dashboard Layouts for Different Devices

• Focus on perfecting your dashboard in the default layout. All other device layouts will inherit everything from the default layout.
• Dashboards designed in portrait mode are optimal for viewing on a phone.
• Desktop, Tablet, Phone
• Size option: Default/Fit all/Fit width(Phone)
• Nothing is going to be impacted in the default layout.
• Padding(Outer/Inner): precisely space items
• Layout Containers: lets you group related dashboard items together so you can quickly position them

📖 Creating a Story

• A story is a sequence of visualizations that work together to convey information.
• For one story point, you can only have either 1 worksheet or 1 dashboard.
• Each individual sheet in a story is called a story point.

Options for a Caption

• Caption boxes
• Numbers
• Dots
• Arrows only
• Show arrows

📖 Tableau Server

• Tableau Online
  When we publish data source to the server, everyone with the necessary read permissions will be able to access it.

• Tableau JavaScript API is used to embed and integrate Tableau visualizations into your own web applications(Tableau Server, Tableau Public, and Tableau Cloud)

Share a workbook

• File - Export Packaged Workbook
• File - Export As Powerpoint
• File - Share (Tableau Online)
• File - Export As Version
• File - Print to PDF
• Dashboard - Export Image

📖 Tableau Public

It is possible to publish and share databoards via Tableau Public without any data limit. (X) → data limit 있음

• you can share via link and embed in websites
• offline access(X), setting subscriptions(X), refresh data extracts(X)

📖 Tableau Reader

• To open and interact with packaged workbooks with extracted data sources that have been created in Tableau Desktop
• For sharing a dashboard with offline users

📖 Tableau Prep Builder

• It can be used as a step by step ETL tool to combine, shape and clean data.

📖 Tableau Cloud

• Subscriptions provide the ability to automate report distribution via Emails

📖 Export Views from Tableau Desktop

Exporting worksheet as an image

• Dashboard Menu → Copy Image
  You can choose BMP, JPEG, PNG, or SVG image file formats
  • Portable Network Graphics(png)
  • Windows Bitmap(bmp)
  • JPEG image(jpg, jpeg, jpe, jfif)

Export a view as an image file

• Dashboard Menu → Export → image

Copy a worksheet visualization as an image

• By right clicking on the worksheet visualization and selecting Copy - Image
• Worksheet → Copy → Image
• The image is copied to the clipboard in the TIFF file format.

📖 Export Data from Tableau Desktop

Export your data to .csv file

• Data Source page → Data → Export Data to CSV
• Data pane → View Data → Export All

The options to export the data used to build the view / visualisations

• Worksheet → Export → Data
  • MS Access Database
  • CSV file

Export crosstab of data in the view to Excel

• Worksheet → Export → Crosstab to Excel

Copy data in the view to clipboard

• Worksheet → Copy → Data
• Worksheet → Copy → Crosstab

"Server" menu in Tableau Desktop

• to manage publishing settings

📖 Share and Collaborate on the Web

• Share Web Content
• Subscribe to Views
• Send Data-Driven Alerts
• Comment on Views
• Embed View and Metrics
• Link to a PNG, PDF, or CSV of a View
• Download Views or Workbooks
• Use the Tableau App for Slack