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Tableau Cookbook - Recipes for Data Visualization

You're reading from  Tableau Cookbook - Recipes for Data Visualization

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781784395513
Pages 504 pages
Edition 1st Edition
Languages
Author (1):
Shweta Sankhe-Savale Shweta Sankhe-Savale
Profile icon Shweta Sankhe-Savale
Toc

Table of Contents (18) Chapters close

Tableau Cookbook – Recipes for Data Visualization
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface
1. Keep Calm and Say Hello to Tableau 2. Ready to Build Some Charts? Show Me! 3. Hungry for More Charts? Dig In! 4. Slice and Dice – Grouping, Sorting, and Filtering Data 5. Adding Flavor – Creating Calculated Fields 6. Serve It on a Dashboard! 7. The Right MIX – Blending Multiple Data Sources 8. Garnish with Reference Lines, Trends, Forecasting, and Clustering 9. Bon Appétit! Tell a Story and Share It with others 10. Formatting in Tableau for Desserts Index

Building views automatically


In the previous recipe, we saw how we could use the manual Drag and Drop approach to build our visualizations. There are, however, two ways in which we can automatically create views in Tableau, and they are as follows:

  • Add to Sheet: Double-Click

  • Show Me!

In the following recipe, we will understand the Add to Sheet: Double-Click approach, which is simply the act of double-clicking on the Dimensions and Measures fields that we want to analyze.

Getting ready

We will continue working in our existing workbook, My first Tableau Workbook, and recreate the same example that we used in the previous recipe by using the Ship Mode and Sales fields. Let's see how this is done.

How to do it…

  1. To use the Double-click approach, first create a new worksheet by pressing Ctrl + M on your keyboard.

  2. Then, let us rename the sheet from Sheet 3 to Automatic approach-double-click.

  3. Next, double-click on Sales in the Measures pane, followed by double-clicking on the Ship Mode field from the Dimensions...

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