Tableau: Introduction

Introduction to Tableau

The Tableau workspace consists of menus, a toolbar, the Data pane, cards and shelves, and one or more sheets. Sheets can be worksheets, dashboards, or stories. For details on dashboard or story workspaces, see Create a Dashboard or The Story Workspace.

Workspace area

A. Workbook name. A workbook contains sheets. A sheet can be a worksheet, a dashboard, or a story. For more information, see Workbooks and Sheets.

B. Cards and shelves - Drag fields to the cards and shelves in the workspace to add data to your view.

C. Toolbar - Use the toolbar to access commands and analysis and navigation tools.

D. View - This is the canvas in the workspace where you create a visualization (also referred to as a "viz").

E. Click this icon to go to the Start page, where you can connect to data. For more information, see Start Page.

F. Side Bar - In a worksheet, the side bar area contains the Data pane and the Analytics pane.

G. Click this tab to go to the Data Source page and view your data. For more information, see Data Source Page.

H. Status bar - Displays information about the current view.

I. Sheet tabs - Tabs represent each sheet in your workbook. This can include worksheets, dashboards, and stories. For more information, see Workbooks and Sheets.