Late in the evening on day nine of #12DaysofTableau Lorna and I bring you nine quick Tableau tips.
1) Copy-Paste Format
If you have multiple sheets that you want to have the same formatting (remove borders, gridlines, font size, etc.) you can simply right click on the formatted worksheet on the bottom pane and select copy format. Then right-click the sheet you want to copy the format to and select paste format.
2) Spotting Custom Format + Reset to Default Format
When in the format pane, if you have changed something from the default, but you cannot remember what you changed, simply look for descriptions that are bold. Right click on the bold text and select Clear to reset to default.
3) Preserve Formatting When Swapping Fields
Rather than dragging a pill to replace a field, simply double click on the current pill in the rows/columns shelf, and within the pill type the new field. This will preserve any formatting changes and the sort:
4) Calculated Field Shortcut
I love quick tips that save me time over time. One that checks this box for me is using the keyboard shortcut to create a new calculated field. The shortcut is ALT > A > C. While there are many shortcuts, this is one I picked up during Iron Viz and has become a habit.
5) Moving Discrete Headers to the Top
Ever needed to have all your headers at the top, but theres always at least one at the bottom. If you go to Analysis, Table Layout, Advanced. Then Untick “Show innermost level at bottom of view when there is a vertical axis"
6) Using Dummy Fields for a Colour From Your Colour Palettes
Have you ever wanted to use your corporate colour palettes or even the ones that Tableau have provided you, but you can’t when you don’t have dimension data. Well if you create a new calculated field called Colour and it just has ‘Colour’ inside. Add that to the colour marks card and then you can pick your colours.
7) Describe Domain
Ever wanted to know what was in a specific dimension but you always drag it into the view. If you right click on the dimension, click describe. It will then load a sample of the data and give you some examples of your dimensions.
I always used to use custom shapes as filters for navigation back and forward between dashboards. With the new button functionality you can add a custom button for navigation really easily. You can upload your own shape and add custom text on hover.
9) Formatting WHOLE Workbook
From version 10.2 Tableau has enabled you to format the workbook. This includes things like those pesky grind lines, axis rulers and tick marks, but in these options you can change the fonts for the whole workbook too.