May 26, 2021 Tableau
The data pane on the left side of the workbook shows the fields of the data source to which Tableau is connected. F ields are further divided into measures and dimensions. T he data pane also reflects custom fields, such as groups, merged fields, calculations, and so on. Y ou can build a view of your data by dragging fields from the data pane to individual shelves, which is part of each worksheet. ol. /b10> Before we get started with the features in Tableau, we need to be familiar with what they mean. /b11> The following list of terms is comprehensive and explains the most commonly used terms.
| Terms | Meaning |
|---|---|
| alias | An alternate name that can be assigned to a field or dimension member. |
| bin | A grouping of measures in a user-defined data source. |
| bookmark | The Bookmarks folder in the Tableau repository contains a .tbm file for a single worksheet. /b10> Much like Web browser bookmarks, .tbm files are a convenient way to quickly display different analyses. |
| calculated field | Use formulas to modify new fields created by existing fields in the data source. |
| crosstab | The text table view. /b10> Use a text table to display the numbers associated with the member. |
| dashboard | A combination of several views arranged on a single page. /b10> Use dashboards to compare and monitor a variety of data at the same time. |
| data pane |
The pane on the left side of the workbook shows the fields of the data source connected to Tableau.
/b10>
Fields are divided into peacekeeping measures.
The data pane also displays custom fields, such as calculations, merged fields, and groups. /b10>You can build a view of your data by dragging fields from the Data pane to individual shelves that are part of each worksheet. |
| data Source page | The page where the data source can be set. /b10> The Data Source page typically consists of four main areas: the left pane, the join area, the preview area, and the metadata area. |
| dimension | Categorical data field. /b10> Dimensions typically hold discrete data, such as hierarchies and members that cannot be aggregated. /b11> Examples of dimensions include dates, customer names, and customer groups. |
| extract | Saved subsets of data sources that can be used to improve performance and offline analysis. /b10> You can create extracts by defining filters and restrictions that contain the data you need in the extract. |
| filters shelf | The shelf on the left side of the workbook, which you can use to filter views by using measures and dimensions to exclude data from the view. |
| format pane | A pane that contains the formatting that controls the entire worksheet, as well as the fields in the view. /b10> When opened, the Format pane appears on the left side of the workbook. |
| level of detail (LOD) expression | The syntax that supports aggregation on dimensions other than the view level. /b10> Using the details expression level, you can attach one or more levels to any aggregation expression. |
| marks | A portion of a view that visually represents one or more rows in a data source. /b10> Markers can be, for example, bars, lines, or squares. /b11> You can control the type, color, and size of tags. |
| marks card | With the cards on the left side of the view, you can drag fields to control marker properties such as type, color, size, shape, labels, tool tips and details. |
| pages shelf | A shelf on the left side of a view that you can use to split a view into a series of pages based on members and values in discrete or continuous fields. /b10> Adding fields to a page shelf is like adding a field to a Rows shelf, just creating a new page for each new line. |
| rows shelf | The shelf at the top of the workbook that can be used to create rows of data sheets. /b10> Shelves accept any number of sizes and measures. /b11> When you place a dimension on the Rows area, Tableaus creates a title for members of that size. /b12> Tableau creates a quantitative axis for a measure when it is placed on the Rows dashboard. |
| shelves | The named area is on the left and top of the view. /b10> Build a view by putting fields on the shelf. /b11> Some shelves are only available when selecting certain tag types. /b12> For example, a shape bracket is available only if you select a shape marker type. |
| workbook | A file with a .twb extension that contains one or more worksheets (and possibly dashboards and stories). |
| worksheet | Create a worksheet that creates a view of the data by dragging the field to the shelf. |