Today, I will show you 5 tips and tricks in Tableau that can help you save time and frustration down the road when you start building a dashboard in Tableau.


1. Describe Sheet

In a group project team members often work jointly in one workbook. It can take some time to figure out what changes other team members have made.

To save time, I will recommend starting with describing that worksheet.

You can find the describe worksheet from the menu 🡪 worksheet 🡪  describe sheet or Ctrl + E.

It is in essence a documentation that tells you what’s in the marks, what the dimensions are and the calculations that are used in the sheet.

2. Find Your Calculation

You can create a lot of calculations when building charts.

It can be painful to locate the calculation every time you need to, especially if you’re working with a large dataset.

Instead of a manual search, you can go to the sidebar 🡪 click the filter by logo 🡪 choose filtered by calculation and you will see all the calculations that you have created


3. Right Click Shortcut

The shortcut is to right click and hold the pill and then drag it into a column or row shelf and release it.

You will see a drop field window that allows you to choose how you want to drop this field on screen, whether in discrete or in continuous value. It is a time saver!  


4. Summary Card

This is a particularly handy tool. It provides a quick view of the information on the selection of working with measures.

It shows the sum, average, min, median by default. You can find the summary card from the menu 🡪 worksheet 🡪 show summary or right click in the marks and click summary.


5. Add Descriptions or Comments

Documentation is important as it helps other users to understand what the calculation is built for.

There are two ways to do it.

One is right clicking the calculation and choosing edit, under the formula type // add description or comment.

The other way is hover over the pill and click the arrow 🡪 default properties 🡪 and choose comment. You can add your comment in the box and click OK. The comment will show automatically once you hover over again. 

The Data School
Author: The Data School