Formatting is an essential part of both analysis and presentation. One can format most of the things that reflect on a worksheet, like fonts, shading, alignment, borders, and graph lines.
Let’s say, in a text table, you may wish to add banded shading to enable you to divide progressive groups of rows or columns visually. Like, the scatter view which has reference lines, you may wish to change the thickness and color of the line. You can make these changes using the Format window.
Some tips that you can follow:
- The format from largest to smallest
- Change color with purpose
- Discrete fields and categorical palettes
- Limit colors
- Use fonts that optimize online readability
- Reinforce your story with tooltips
- Consider your axes
So, if in Tableau‘s standard shape legend or pallets don’t fit your requirements, import custom shapefiles and use them by following these steps:
- Create a new folder to hold the image files under my tableau repository.
- Give the folder a one or two-word name (Tableau uses this name).
- Create a view that uses shapes.
- Edit the standard way by selecting the imported custom shape.
Tableau enables you to Customizing Tableau colors, fonts, and images in dashboards.
Creating a dashboard is made very simple in Tableau. The panel is a way to combine one or more sheets. Once you’ve created one or more sheets, you can combine them in a dashboard, add interactivity, and much more.
You can create a Dashboard by following the below-mentioned steps:
- At the bottom of the workbook, click the New Dashboard icon
- From the Sheets list at left, drag views to your dashboard at right.
- To replace a sheet, select it in the dashboard at right. In the Sheets list at left, hover over the replacement sheet, and click the Swap Sheets button.
In addition to sheets, you can add dashboard objects that add visual appeal and interactivity.
Not only create but also, you can modify the data
If there is an Edit button when you are looking at a Tableau view, it means you can edit it. Depending on your level to access you can:
Change an existing workbook that is published and add worksheets to it for views, dashboards, and stories.
You can form and edit a new workbook based on a published data source.
Edit an existing published workbook and add worksheets, and also connect to different published data sources while editing.
You can also create stories in Tableau. The story is a combination of Dashboards. You can use them to make your case more interesting by showing how facts and figures are connected and how decisions are related to outcomes. Then, you may publish the story to the web or deliver it to an audience.
Each story point is on a different view or dashboard, or the entire story can is on the same visualization seen at various stages, with different filters and annotations.
If you wish to share your workbook with someone using an older version of Tableau Desktop, you can export the workbook to an earlier version of Tableau. The downgraded workbook will then open in the chosen text.
The export image command will enable you to save the present view as an image file. You may export the image file with the following three steps.
- Go to Tableau Desktop chose Worksheet > Export> Image.
- Then, in Copy Image box, chose the content that you want to include in the desired image and the legend layout if the display contains a legend.
- Click Save.
In Tableau Desktop, you may publish one or more than views to PDF by selecting File > Print to PDF. In Tableau Online and Tableau Server, you can download one or more views as a PDF by selecting Download > PDF from the toolbar.
Please read the next blog to get more details about certification.
Also, Try answering these Tableau multiple-choice questions quiz and exams to test your skills in the Tableau.
- Tableau Desktop Specialist Practice Questions for Global Certification (Practice quiz)
- Tableau Desktop Specialist (Practice Exams)
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