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Getting Started with Tableau 2018.x

You're reading from  Getting Started with Tableau 2018.x

Product type Book
Published in Sep 2018
Publisher Packt
ISBN-13 9781788838689
Pages 396 pages
Edition 1st Edition
Languages
Author (1):
Tristan Guillevin Tristan Guillevin
Profile icon Tristan Guillevin

Table of Contents (21) Chapters

Title Page
Copyright and Credits
Packt Upsell
Contributors
Preface
1. Catching Up with Tableau 2018 2. The Tableau Core 3. A First Dashboard and Exploration 4. Connect to Data and Simple Transformations 5. Build an Efficient Data Source 6. Design Insightful Visualizations - Part 1 7. Design Insightful Visualizations - Part 2 8. Create Powerful Dashboards and Stories 9. Publish and Interact in Tableau Server 10. An Introduction to Calculations 11. Analytics and Parameters 12. Advanced Data Connections 13. Deal with Security 14. How to Keep Growing Your Skills 1. Other Books You May Enjoy Index

Creating a visualization the automatic and manual way


In Tableau, the only one way to display a visualization is by adding fields in shelves. The different shelves are Rows, Columns, Marks, Filters, and Pages. When you use a field on a shelf, it becomes a pill. 

However, there are two very different ways of adding a field to a shelf: the automatic and the manual way. The automatic way is useful when you want to go fast or if you have no idea how to visualize your data. The manual way is needed when you know exactly what you want to build.

Let's start with the automatic way.

Build a visualization the automatic way

There are two ways of letting Tableau do the job for you.

The first way is the one you've used almost every time in this book since now: double-click. A simple double-click on a field automatically puts it in a shelf. 

Double-click

When you double-click on a field in your Data Source, the field is automatically added to a shelf on the Worksheet. Tableau decides where the field should be...

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