• Bernard

Tableau Terminologies

In this post, I explore some of the common terms you’ll come across while learning Tableau. Understanding these terminologies will help you engage better with both the tool and content available on the internet.

Workbook name – This is the name of your workbook. A workbook contains sheets. A sheet can be a worksheet, a dashboard or a story.

Start page – This is the icon you click on to take you to the Start page where you can connect data.

Data source – This is the underlying data that Tableau is connected to.

Date pane – This is the left section of your Tableau workspace that shows the data source connections and fields.

Analytics pane – Contains options for adding analytics objects to the view.

Dimensions – This is the section within Tableau workspace that contains all qualitative values in the data connected to.

Measures – This is a section within Tableau workspace that contains all quantitative values in the data connected to.

Sets – These are custom fields which contain a subset of data based on developers set criteria – can be manually set or based on a computation.

Parameters –These are place holders for a single global value, such as a number, date or a string – used to provide rich interactivity in your dashboards.

Data source tab – This is the icon you click on while at any location to quickly access the data source page.

Shelves – This is where you drag fields to - into order to add data in the view

View – This is the open canvas where you create visualizations.

Pills – These are capsule shapes used to identify data role in Tableau.

Filters – These are controls on the view used to limit the data shown on the view.

Legends – These are multi-line block of text describing what colors in a dashboard mean.

Worksheet – This is where you build views of your data by dragging fields to the shelves.

Dashboard – This is where you combine several views into a single view – enabling users compare and monitor several metrics simultaneously.

Toolbar – Used to access commands and analysis and navigation tools.

Status bar – used to display information about the current view.

Show Me – Holds common used charts in Tableau. It provides different options of charts you can use to visualize data selected on the data pane.

Conclusion

These are just few terminologies visible while at the Tableau data pane. You will come across hundreds of other terms as you dig deeper into the tool.

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