{"id":7529,"date":"2018-02-08T12:20:38","date_gmt":"2018-02-08T12:20:38","guid":{"rendered":"https:\/\/data-flair.training\/blogs\/?p=7529"},"modified":"2025-02-27T17:38:27","modified_gmt":"2025-02-27T12:08:27","slug":"tableau-navigation","status":"publish","type":"post","link":"https:\/\/data-flair.training\/blogs\/tableau-navigation\/","title":{"rendered":"Tableau Navigation Sheet – Tableau Main Commands"},"content":{"rendered":"

In this tutorial, we will cover different tableau navigation highlights in an interface. On running tableau work area, you get the menu at the best which demonstrates every one of the orders we can explore. We should open a clear exercise manual and experience the different essential highlights under every menu.<\/p>\n

Introduction to Tableau Navigation<\/h3>\n

Most noteworthy, tableau offers a lot of command options to the users to make it more effective and user-friendly.As a result, we can use them to run different operations on Tableau. The main commands of the menu that tableau offers are<\/p>\n

    \n
  1. File menu<\/li>\n
  2. Data menu<\/li>\n
  3. Worksheet menu<\/li>\n
  4. Dashboard menu<\/li>\n
  5. Story menu<\/li>\n
  6. Analysis menu<\/li>\n
  7. Map menu<\/li>\n
  8. Format menu<\/li>\n
  9. Server menu<\/li>\n<\/ol>\n

    Do you know the DIfferent types of Tableau Joins?<\/a><\/strong><\/p>\n

    \"Tableau<\/a>

    Tableau Navigation<\/p><\/div>\n

    Menu Commands in Tableau Navigation<\/h3>\n

    On shutting the beginning window, you get the primary interface with all the accessible menu orders. They speak to the whole arrangement of tableau navigation highlights accessible in interfaces. Different areas of the menu have appeared in the accompanying outline. In addition, you can see a few subtle elements of every menu.<\/p>\n

    a. File Menu<\/h4>\n

    This menu in tableau navigation utilize to make another tableau exercise manual and therefore open existing exercise manuals from both the neighbourhood framework and tableau server. It seems like the imperative highlights in this menu are<\/p>\n

    i. NEW –\u00a0<\/strong>is normally used to create new files, a shortcut for the same is \u201cctrl+N\u201d<\/p>\n

    ii. Open –\u00a0<\/strong>is used to open old\/saved files, a shortcut for the same is \u201cctrl+O\u201d<\/p>\n

    iii. Close<\/strong>\u00a0– is used for close current book<\/p>\n

    iv. Save –\u00a0<\/strong>is used to save file and the shortcut key is \u201cctrl+S\u201d<\/p>\n

    v. Save as –\u00a0<\/strong>is used to rename the same saved file<\/p>\n

    vi. Export package –<\/strong>\u00a0option is utilized to make a bundled exercise manual, which will impart to different clients<\/p>\n

    vii. Paste sheet –\u00a0<\/strong>this option is used to paste old sheets workbook into present sheet workbook<\/p>\n

    viii. Workbook locale –\u00a0<\/strong>used for set reports language<\/p>\n

    ix. Import workbook –\u00a0<\/strong>is used when we want to import data from another workbook<\/p>\n

    x. Page setup –\u00a0<\/strong>used for setup of a page<\/p>\n

    xi. Print and print pdf –\u00a0<\/strong>is used to print the workbook<\/p>\n

    \"Tableau<\/a>

    Tableau Navigation – File Menu<\/p><\/div>\n

    Follow the link to know about Tableau Date Functions<\/a><\/strong><\/p>\n

    b. Data Menu<\/h4>\n

    Same as above, this menu in tableau navigation, utilize new information source to bring the information for examination and perception. It likewise enables you to supplant or overhaul the current information source.<\/p>\n

    The critical highlights in this menu are as per the following<\/p>\n

    i.\u00a0New data source –\u00a0<\/strong> permits to see every one of the kind of associations accessible and look over it<\/p>\n

    ii. Refresh all extracts – <\/strong>when we update the data extract source there is a need of refreshing of data<\/p>\n

    iii. Edit relationships –\u00a0<\/strong>option defines the fields in more than one data source for linking<\/p>\n

    iv. Replace data source –\u00a0<\/strong>choice characterizes the fields in more than one information hotspot for connection<\/p>\n

    \"Tableau<\/a>

    Tableau Navigation – Data Menu<\/p><\/div>\n

    c. Worksheet Menu<\/h4>\n

    This menu\u00a0in tableau navigation use to make another worksheet alongside different show highlights, for example, demonstrating the title and subtitles, and so on.<\/p>\n

    The imperative highlights in this menu are as per the following<\/p>\n

    i. New worksheet –\u00a0 <\/strong>The\u00a0option used to take new worksheet<\/p>\n

    ii. Show summary –\u00a0<\/strong>permits to see the synopsis of the information utilized as a part of the worksheet, for example, tally, etc<\/p>\n

    iii. Run update –\u00a0<\/strong>option updates the worksheet data or filters used
    \n<\/b><\/p>\n

    iv. Tooltip\u00a0–\u00a0<\/b>demonstrates the tooltip while floating above different information fields<\/p>\n

    v. Show title, caption, card –\u00a0<\/strong>are used to show them on worksheet<\/p>\n

    Also, Read – Tableau String Functions<\/a><\/strong><\/p>\n

    \"Tableau<\/a>

    Tableau Navigation -Worksheet Menu<\/p><\/div>\n

    d. Dashboard Menu<\/h4>\n

    This menu\u00a0in tableau navigation, utilize to make another dashboard alongside different show highlights, for example, demonstrating the title and sending out the picture, and so forth.<\/p>\n

    The vital highlights in this menu are as per the following<\/p>\n

    i.\u00a0Format –\u00a0<\/strong>sets the format as far as hues and areas of the dashboard<\/p>\n

    ii. Action –\u00a0<\/strong>used to link to URLs or external sheets<\/p>\n

    iii. Export image –\u00a0<\/strong>option exports an image of the Dashboard<\/p>\n

    \"Tableau<\/a>

    Tableau Navigation – Dashboard Menu<\/p><\/div>\n

    Have a look at – How to Create a Tableau Dashboard?<\/a><\/p>\n

    e. Story Menu<\/h4>\n

    This menu in tableau navigation, utilize to make another story which has numerous sheets or dashboards with related information.<\/p>\n

    The important features in this menu are as follows<\/p>\n

    i. Format –\u00a0<\/strong>sets the layout in terms of colors and sections of the story<\/p>\n

    ii. Run Update –\u00a0<\/strong>updates the story with the latest data from the source<\/p>\n

    iii. Export Image –\u00a0<\/strong>option exports an image of the story<\/p>\n

    iv. Show backward\/show forward –\u00a0<\/strong>is used to look old worksheets<\/p>\n

    \"Tableau<\/a>

    Tableau Navigation – Story menu<\/p><\/div>\n

    f. Analysis Menu<\/h4>\n

    This menu utilize for breaking down the information shown on the sheet. The scene gives numerous out-of-the-case highlights, for example, figuring the rate and playing out an estimate, and so forth.<\/p>\n

    The critical highlights in this menu are as per the following<\/p>\n

    i. Forecast<\/strong>\u00a0– shows a forecast based on available data<\/p>\n

    ii. Trend Lines<\/strong>\u00a0– shows the trend line for a series of data<\/p>\n

    iii. Create Calculated Field –\u00a0<\/strong>option creates additional fields based on a certain calculation on the existing fields<\/p>\n

    iv. Percentage –\u00a0<\/strong>of an option is used to find a percentage of any data<\/p>\n

    v. Total<\/strong>\u00a0– function is used to find the total of any data<\/p>\n

    vi. Special value<\/strong>\u00a0– is used to input special kind of value<\/p>\n

    \"Tableau<\/a>

    Tableau Navigation – Analysis menu<\/p><\/div>\n

    Read about – Tableau Data Sources<\/a><\/strong><\/p>\n

    g. Map Menu<\/h4>\n

    This menu\u00a0in tableau navigation, utilize for building map sees in Tableau. You can also relegate geographic parts to fields in your information.<\/p>\n

    The important features in this menu are as follows<\/p>\n

    i. Geocoding –\u00a0<\/strong>makes new geographic parts and appoints them to the geographic fields in your information<\/p>\n

    ii. Map layers –\u00a0<\/strong>cover up and demonstrate outline, for example, road names, nation outskirts, and includes information layers<\/p>\n

    iii. Background image<\/strong>\u00a0– helps setting images in the background<\/p>\n

    \"Tableau<\/a>

    Tableau Navigation – Gap Menu<\/p><\/div>\n

    h. Format Menu<\/h4>\n

    This menu utilize for applying the different organizing alternatives to upgrade the look and feel of the dashboards made. It gives highlights, for example, fringes, hues, an arrangement of content, and so forth.<\/p>\n

    The imperative highlights in this menu are as per the following<\/p>\n

    i. Borders –\u00a0<\/strong>applies borders to the fields displayed in the report<\/p>\n

    ii. Title & Caption –\u00a0<\/strong>assigns a title and caption to the reports<\/p>\n

    iii. Cell Size –\u00a0<\/strong>customizes the size of the cells displaying the data<\/p>\n

    iv. Workbook Theme<\/strong>\u00a0– applies a theme to the entire workbook<\/p>\n

    v. Alignment<\/strong>\u00a0– is used for alignment of lines<\/p>\n

    vi. Lines –\u00a0<\/strong>are used for types of lines<\/p>\n

    vii. Font –\u00a0<\/strong>which kind of font you want to use<\/p>\n

    \"ableau<\/a>

    Tableau Navigation – Format Menu<\/p><\/div>\n

    Let’s Explore Tableau Operators – Arithmetic, Relational, and Logical Operators<\/a><\/strong><\/p>\n

    i. Server Menu<\/h4>\n

    Server Menu is for doing login to the Tableau server on the off chance that you approach, and distribute your outcomes to others to utilize.\u00a0We use it\u00a0to get the exercise manuals that others distribute.<\/p>\n

    The vital highlights in this menu are as per the following<\/p>\n

    i. Publish Workbook –\u00a0<\/strong>publishes the workbook in the server to use by others<\/p>\n

    ii. Publish Data Source –\u00a0<\/strong>publishes the source data used in the workbook<\/p>\n

    iii. Create User Filters –\u00a0<\/strong>creates filters on the worksheet to apply by various users while accessing the report<\/p>\n

    \"Tableau<\/a>

    Tableau Navigation – Server Menu<\/p><\/div>\n

    Conclusion<\/h3>\n

    Finally, in conclusion, we learned about the different options that are provided by tableau navigation for better functioning and display of the reports, these options, therefore, help us to make our presentations better and more appealing. Still, have a confusion or query, feel free to approch us!<\/p>\n","protected":false},"excerpt":{"rendered":"

    In this tutorial, we will cover different tableau navigation highlights in an interface. 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