Tableau, the leading analytics platform in the world, is the go-to data viz tool for tens of thousands of analysts and BI practitioners around the world. 

Even though it doesn’t seem that hard to pick up, becoming a Tableau expert takes time. It can be a lot more challenging to use than it might seem at first glance. 

This is why we put together a list of some tips and tricks to help you on your way toward becoming a Tableau expert. 

Many of our tricks can help you save time and focus on what really matters: creating the most insightful and beautiful visualizations and help your teams have a clear and unified view of their data. 

1. Drag and drop flat files or Tableau data extracts connections.

 

 

2. For quick data analysis, copy and paste data directly into Tableau. (As easy as CTRL + C / CTRL + V for Windows, or Command + C / Command + V for Mac). 

 

 

3. Right-clicking while dragging measures/dimensions into the view brings up a menu with aggregation options. Every time you drag something into the view, Tableau is sending a query back to your database, so you are saving time by reducing the number of clicks necessary to make a change.

 

 

4. Write quick calculations directly in the shelves by double-clicking and typing. You can also add to the built-in measures. You can save quick calculations by dragging them from the View in the measures panel.

 

 

5. In order to duplicate and reuse a measure already existent in the view, you have to hold down the CTRL key (Command for Mac) while dragging it.

 

 

6. When you need to type in large numbers with many zeros, you can easily type instead denominators like K and M (thousands, millions).

 

7. Use secondary colors in marks pane, adding the second measure/dimension on detail first and then change to color clicking on the icon in front of it.

 

 

8. Swap measures in your Marks shelf fast by going to Analysis in the menu bar and click on Cycle Fields.

 

 

9. CTRL-SHIFT+area selection zooms in.

 

 

10. If you want to quickly sort by one of the metrics in your view’, click once on the metric and you can easily access the quicksort option from the toolbar.

 

 

11. Hit ESC to deselect any containers, filters etc., and retrieve to the initial view in a dash.

 

 

12. Use the format dashboard option in the Format menu so that you can change titles and text in an instance.

 

 

There is no doubt that Tableau is becoming more and more important to your organization. If you want some assistance with your analytics implementation, or you feel there are insights you could be generating, but you’re not there yet, our team of experts can definitely help.

About the author

Anamaria Craita

Anamaria Craita
Anamaria evangelizes best practices of data visualization to help companies understand the story behind their data. She has made it her mission to fill in storytelling gaps that businesses run into by delivering dashboards that drive actionable insights.

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