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You're reading from  Tableau Cookbook - Recipes for Data Visualization

Product typeBook
Published inDec 2016
PublisherPackt
ISBN-139781784395513
Edition1st Edition
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Author (1)
Shweta Sankhe-Savale
Shweta Sankhe-Savale
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Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale

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Building views automatically


In the previous recipe, we saw how we could use the manual Drag and Drop approach to build our visualizations. There are, however, two ways in which we can automatically create views in Tableau, and they are as follows:

  • Add to Sheet: Double-Click

  • Show Me!

In the following recipe, we will understand the Add to Sheet: Double-Click approach, which is simply the act of double-clicking on the Dimensions and Measures fields that we want to analyze.

Getting ready

We will continue working in our existing workbook, My first Tableau Workbook, and recreate the same example that we used in the previous recipe by using the Ship Mode and Sales fields. Let's see how this is done.

How to do it…

  1. To use the Double-click approach, first create a new worksheet by pressing Ctrl + M on your keyboard.

  2. Then, let us rename the sheet from Sheet 3 to Automatic approach-double-click.

  3. Next, double-click on Sales in the Measures pane, followed by double-clicking on the Ship Mode field from the Dimensions...

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Tableau Cookbook - Recipes for Data Visualization
Published in: Dec 2016Publisher: PacktISBN-13: 9781784395513

Author (1)

author image
Shweta Sankhe-Savale

Shweta Sankhe-Savale is the Co-founder and Head of Client Engagements at Syvylyze Analytics (pronounced as "civilize"), a boutique business analytics firm specializing in visual analytics. Shweta is a Tableau Desktop Qualified Associate and a Tableau Accredited Trainer. Being one of the leading experts on Tableau in India, Shweta has translated her experience and expertise into successfully rendering analytics and data visualization services for numerous clients across a wide range of industry verticals. She has taken up numerous training as well as consulting assignments for customers across various sectors like BFSI, FMCG, Retail, E-commerce, Consulting & Professional Services, Manufacturing, Healthcare & Pharma, ITeS etc. She even had the privilege of working with some of the renowned Government and UN agencies as well. Combining her ability to breakdown complex concepts, with her expertise on Tableau's visual analytics platforms, Shweta has successfully trained over a 1300+ participants from 85+ companies.
Read more about Shweta Sankhe-Savale