One of Tableau’s greatest strengths is how easy it is to use; there are many different ways you can perform the same simple task in Tableau. Here are five examples.

 

1. Moving fields to the view (i.e. making a chart)

 

Method 1: type the fields in

 

Method 2: drag and drop 

Method 3: double-click

Double-clicking in this case is of course the fastest, however in certain situations, you may want to drag and drop, or even type out the field.

 

2. Creating calculated fields

 

Method 1: little arrow in the data pane

 

Method 2: right-click on a field

 

Method 3: type the formula directly in

 

Method 4: go from the analysis drop-down menu

 

Method 5: Drag a table calculation from the view to make a new field

 

3. Writing calculations

 

Method 1: just type out the calculation

 

Method 2: type, drag and drop

 

4. Formatting sheets (e.g. removing gridlines)

 

Method 1: Right-click the sheet

 

Method 2: go from the format drop-down menu

 

Method 3: format the entire workbook (really useful!)

Instead of formatting individual sheets, you can format every single sheet in the workbook at once! This was a tip from Michael McFadden (DS7) which saved me a lot of time.

 

5. Swapping the axes around

 

Method 1: drag and drop

 

Method 2: the ‘swap rows and columns’ button

 

I hope you enjoyed this blog! This isn’t an exhaustive list so feel free to comment if you can think of some other ways to be efficient in Tableau. Perhaps I’ll make a second post about it as I progress in my understanding. For more from me, check out my Twitter and LinkedIn pages.