Welcome back to Part 2 of our Tableau Tips and Tricks series! If you caught the first blog post, you know we already covered some pretty solid tips to help you get the most out of Tableau. In this post, we’re diving into five more tricks that’ll help you work smarter, not harder. Whether you’re a Tableau newbie or you’ve been using it for a while, there’s always something new to learn, and these tips will definitely help you step up your data game.
1. Duplicate fields
Instead of dragging the field from the left pane over and over again, you can alternatively get this done quicker by pressing CTRL then clicking and dragging selected field.
2. Adding a field directly on the in-line formula bar
If you’re like me and want to compare a field with and without a table calculation, you can simply type in the field with the correct aggregation straight into the in-line bar. You could also just write it in as opposed to sieving through the left pane if you have loads of fields.
3. Filter populate shortcut
Instead of dragging a filed to the filter area and then right clicking to show filter, you can complete the task in one quick easy step by simply right clicking on your selected field from the left side pane and selecting ‘show filter’ on the populated drop down.
4. Gridding your dashboard for perfect alignment
Ever been working on your dashboard and things not lining up? You perhaps even pulled out a ruler to make sure everything is perfect! Tableau offers up a grid to ensure everything is nice and perfect. At the top tool bar, select ‘dashboard’ and then ‘grid’ – you can even adjust the size of the grid. Another nifty shortcut is pressing ‘G’ on your keyboard.
5. Consistent formatting
Reformatting each sheet of your dashboard is tedious any time consuming. A better and more efficient way to do this is by copying and pasting a formatted sheet and applying it to another.
And that’s a wrap for Part 2 of our Tableau Tips and Tricks! Hopefully, these tips gave you some cool new ideas to try out on your next project.
