Data Source: We can modify existing data source, and create or add the new data source using the ‘Data source’ tab, which is present at the bottom of the Tableau desktop window.

Current Sheet: Current Sheet is a sheet of workbook in which we are currently working. All the dashboards, worksheets, and storyboard present in the workbook, are available in this tab.

New Sheet: The new sheet icon presents in the tab is used to create a new worksheet in the Tableau workbook.

New Dashboard: The new dashboard icon presents in the tab is used to create a new dashboard in the Tableau workbook.

New Storyboard: The new storyboard icon presents in the tab is used to create a new storyboard in the Tableau Workbook.

First Sheet: This first sheet icon presents in the tab at the bottom of the right-hand side of Tableau desktop window is used for visiting the first sheet directly.

Previous Sheet: The previous sheet icon is used to return back to the last worksheet from the new sheet.

Next Sheet: The next sheet icon is used to jump to the next worksheet of Tableau desktop.

Last Sheet: The last sheet icon is used to visit the final sheet of tableau workbook.

Show Sheet Sorter: You can view all the created worksheet in tableau desktop by clicking on the show sheet sorter icon.

Show Filmstrip: All the tabs are shown here with their icons by clicking on the show filmstrip.

Show Tabs: This tab concludes all tabs such as worksheets, data sources, dashboards, and storyboard.

Tableau Data Terminology

Tableau is a powerful data visualization tool; that’s why Tableau has many unique terminologies and definitions. You should know their meaning before you start using these features in Tableau.

The most commonly used Tableau terminologies are listed below:

Alias: Alias is an alternative that you can assign to a dimension member, to a measurement part or a field.
Bin: Bin is a user-defined group of measures in the data source.
Bookmark: A .tbm document in the bookmarks folder in the Tableau repository that contains a single worksheet. It helps in improving data analysis. Unlike, web browser bookmarks, .tbm files are a compatible way to display various studies quickly.
Calculated field: Calculated field is a new field that the user creates derived files by using a formula to modify the existing fields in your data source. It is used to make your work simple and easy.
Crosstab: Crosstab is used for a text table view. It uses various text tables to display the numbers associated with dimension members.
Dashboard: The dashboard is a combination of several views that are arranged on a single page. In Tableau, dashboards are used to observe and compare a variety of data together, and also it allows interacting with other worksheets.
Data Pane: The data pane is on the left side of the workbook displays the fields of the data sources to which Tableau is connected. The fields are further divided into measures and dimensions. The data pane also reflects custom fields such as groups, binned fields, calculations, and many more. You can build views of your data by dragging fields from the data pane onto the various shelves, which is a part of every worksheet.
Data Source Page: Data Source is a page where you can set up your data source. This data source page generally consists of four main areas ? join area, left pane, a preview area, and metadata area.
Dimension: Dimension is commonly known as a field of categorical data. Dimensions hold discrete data such as members and hierarchies that cannot be aggregated. It also contains characteristic values such as dates, names, and geographical data. The dimensions used to reveal details of your information.
Extract: An extract is a saved subset of a data source which is used to improve performance and study offline. The users can create an extract by defining limits and filters that contain the data which you want in the extract.
Filters Shelf: Filter shelf is located on the left side of the workbook. Filters shelf is used to exclude the data from a view by filtering it using both dimensions and measures.
Format Pane: The Format pane is on the left side of the workbook, and it contains various formatting settings. It controls the entire view of the worksheet, as well as the individual fields in the view.
Level of Detail expression (LOD): The level of detail Expression is a syntax that supports the combination of various dimensions other than the view level. With the help of detail expressions, one can attach multiple dimensions with an aggregate expression.
Marks: Marks is a part of the view that visually represents one or more rows in a data source. It can be a line, square, or bar. You can control and alter the size, type, and color of marks.
Marks Card: Marks card is on the left side of the worksheet. The user can drag fields to the control mark properties such as color, type, shape, size, label, detail, and tooltip.
Pages Shelf: Page shelf is on the left side of the view. With the help of the page shelf, you can split a view into a sequence of pages based on the values and members in a continuous or discrete field. Adding a field with the pages shelf is similar to adding a field in rows shelf. For each new row, a new page is created.
Rows shelf: Row shelf is on the top of the workbook. It is used to create the rows of a data table. The Row shelf provides any numbers of measures and dimensions. When you placed a dimension on the Rows shelf, then Tableau creates headers for the members of that dimension. And when you place a measure on the Rows shelf, Tableau creates quantitative axes for that particular measure.
Shelves: The shelves are named areas that are located on the top and left of the view. You can build views by placing fields onto the shelves. Some shelves are only available when you select a particular mark type. For example, The Shape shelf is only open when you choose the specific Shape mark type.
Workbook: A workbook is a file with .twb extension that holds one or more worksheets as well as dashboards and stories.
Worksheet: The worksheet is a collection of sheets. It’s a place where you build views of your data by dragging various fields onto the shelves.

So, this brings us to the end of blog. This Tecklearn ‘Understanding Tableau Navigation and Data Terminology’ blog helps you with commonly asked questions if you are looking out for a job in Tableau Desktop. If you wish to learn Tableau Desktop and build a career in Business Intelligence domain, then check out our interactive, Tableau Desktop Training, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:

https://www.tecklearn.com/course/tableau-desktop/

Tableau Desktop Training

About the Course

Tecklearn’s Tableau Desktop Training teach you how to transform raw data into interactive and shareable dashboards using Tableau. Our Tableau Course covers the necessary analytical skills to Advanced data visualizations by incorporating real-world use-case scenarios, labs, and exercises. Some of the topics included are Data Blending, Data Mapping, Graphs, creation of charts, and LOD expression by using different versions of Tableau, such as Tableau Desktop, Tableau Reader, and Tableau Public.

Why Should you take Tableau Desktop Training?

The average salary of a Tableau Professional ranges between $108,697 to $158,000 per annum -Indeed.com.
Tableau has been positioned as a Leader in the Gartner Magic Quadrant for Analytics and Business Intelligence Platforms – Gartner.com.
Fidelity Investments, Capgemini, EY, Deloitte, EY, JP Morgan, Verizon, Facebook, Dell, General Motors, KPMG, Bank of America and 40,000 other MNCs worldwide across industries use Tableau.

What you will Learn in this Course?

Understanding Tableau

Why Tableau
Tableau Product Platforms
Tableau Architecture
Tableau Interface

Data Connection with Tableau Desktop

Features of Tableau Desktop
Connect to data from File and Database
Types of Connections
Data Blending
Joins and Unions
Tableau Desktop User Interface
Basic project: Create a workbook and publish it on Tableau Online

Basic Visual Analytics

Visual Analytics
Basic Charts: Bar Chart, Line Chart, and Pie Chart
Hierarchies
Data Granularity
Highlighting
Sorting
Filtering
Grouping
Sets

Advanced Visual Analytics

Parameters
Tool tips
Trend lines
Reference lines
Forecasting
Clustering

Calculations in Tableau

Calculated Fields
Numeric, String, Data, Logical, Addressing and Partitioning
Table Calculations

Level of Detail (LOD’s) Calculations

Advanced Charts in Tableau

Box and Whisker’s Plot
Bullet Chart
Bar in Bar Chart
Gantt Chart
Waterfall Chart
Pareto Chart
Control Chart
Funnel Chart
Bump Chart

Parameters

What If Scenarios
Parameter in CF (KPI control)
Parameter in Filter (Top N)
Parameter in reference line

Dashboards and Stories

Introduction to Dashboards
The Dashboard Interface
Dashboard Objects
Building a Dashboard
Dashboard Layouts and Formatting
Interactive Dashboards with actions
Designing Dashboards for devices
Story Points

Data Security in Tableau

Optimizations tips and tricks

Interacting with Tableau Server

Working with Tableau JavaScript API

Got a question for us? Please mention it in the comments section and we will get back to you.

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