Tableau – Data Terminology

Tableau is a user-friendly Business Analytics tool for data visualization techniques. Its unique characteristic is that it allows relevant data interaction and data integration, among other elements. Tableau allows users to link networks, documents, as well as other massive data sets in order to generate a shareable dashboard. Tableau is primarily used for data analysis and visualization by researchers, entrepreneurs, and government agencies.

Tableau is a popular data visualization software. It also has its own set of terms and concepts. In launching Tableau, it is necessary to have a thorough understanding of these terminology and their characteristics. Here we discuss the list of all basic and widely used Tableau terms is provided here.

  • Alias:

    An alias is a different name we should assign to such a variable or a dimensions members.

  • Bin:

    A user-defined combination of measures known called Bin exists in the source of data.

  • Bookmark:

    A bookmark is a.tbm document that includes a particular worksheet that is located in the bookmark’s container of an Tableau source. Unlike bookmarking in online programmes, a.tbm file is a better approach to present comparative analyses. It facilitates in the improvement of data analysis.

  • Calculated Field:

    A computed variable is a recent concept that an users develops with the help of a formula to customize the existing variables in a data source. It is usually designed to make analysis easier and convenient.


  • Crosstab:

    Crosstab is a textual tables layout that uses Crosstab. The values connected with dimension elements are displayed using different text formats.

  • Dashboard:

    The dashboards is a single sheet that has numerous views organized in a logical order. Dashboards have been used in Tableau to see and analyze a range of data while also allowing interaction with other worksheets.

  • Data pane:

    The variables of the datasets towards which Tableau is attached are displayed in the data pane on the left side of the workbook. Measurements and lengths are used to properly separate the fields. Customized fields, including such collections, corresponding to different fields, computations, and others, are also visible in the data panel. Drag variables from the data panel onto the several stacks, which are part of each and every worksheet, to create displays of the data.

  • Data Source page:

    The Data Source page allows the user to set the data source. This data source page is divided into four sections. A metadata section, a join section, a left panel, a view section, and a metadata section are all available.

  • Dimension:

    Dimension is the name given to a section of categorical attributes. The dimensions have been used to store data samples that cannot be averaged, such as hierarchy and membership. Guidance and encouragement including such date, names, and geographical information are also stored in the parameters.

  • Extract:

    An Extract is a preserved portion of a data source which can be used to improve efficiency and studying offline. We can create an extraction by specifying restrictions and filtering that include the data we wanted included in the extraction.

  • Filter Shelf:

    Mostly on left side of a worksheet, also there is a Filter shelf. The filters shelf’s goal is to filter information from a display by using both measurements and quantities to filter it out.

  • Format panel:

    The Format panel is located on the workbook’s left side and includes numerous configuration options. It has control over the overall spreadsheet layout and also the specific fields within it.

  • Level of Detail expression:

    The level of specificity With the exception of the simple and versatile, expressions is a terminology that allows users to combine many dimensions. Multiple dimensions can be attached to an aggregating statement using detailed statements.

  • Marks:

    A point’s marking is a graphical representation of one or more lines in a data provider. It can take the form of a line, a rectangle, or a bar. Labels can be controlled and changed in size, type, and colour.

  • Marks card:

    It also located on the worksheet’s left side. Colour, style, size, dimension, phrase, description, and tooltip are all attributes that can be dragged to the controlling mark settings.

  • Pages Shelf:

    It also located left side of the screen, there is a page shelf. Users can separate a display into a series of sections using the page shelf which is based on the values and membership in a continuous time field. The process of assigning a field to the pages shelf is essentially the process of introducing a variable to the rows shelf.

  • Row shelf:

    It is located on the top of the workbook has a row shelf. It’s utilized for making the rows of a set of data. The Row shelf may hold an unlimited amount of measurements and sizes. Tableau produces headings for such components of a dimensions when it is placed on the Rows shelf. Whenever users put a measurement on the Rows shelf, Tableau automatically produces quantitative lines for it.

  • Workbook:

    A workbook is a document having the.twb extension which contains one or even more sheets, displays, and narratives.

  • Worksheet:

    A worksheet consists of a number of sheets. It’s an area where you may create information displays by dragging different fields onto the stacks.


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