If you or your company does not use Tableau Server, or if you want a free, alternative sharing option, use Tableau Public.If you or your company uses Tableau Server, and you are familiar with what permissions are assigned to you, use Tableau Server/Tableau Online.Now that you have determined what to share with your teammates, you are ready to share your findings. You won’t be tested on this at the end, but it’s a great way to ensure you understand the essentials of file types in Tableau. Extract files are a local copy of a subset or entire data set that you can use to share data with others, when you need to work offline, and improve performance.
Workbooks hold one or more worksheets, plus zero or more dashboards and stories.ĭepending on the version the extract was created in, Tableau extract files can have either the. Use this format to create a single file that you can then share with others who may not have access to the original data stored locally on your computer. tde), text files, Excel files, Access files, and local cube files.
A packaged data source is a zip file that contains the data source file (.tds) described above as well as any local file data such as extract files (.hyper or. Tableau packaged data source files have the. Data source files do not contain the actual data but rather the information necessary to connect to the actual data as well as any modifications you've made on top of the actual data such as changing default properties, creating calculated fields, adding groups, and so on. Data source files are shortcuts for quickly connecting to the original data that you use often. You can share data using the following file types. When it’s time to share, the first decision for you to make is which file type to use. With Tableau, you can take the next step and share your work easily. You’ve done great work to learn that Burlington, NC, needs some love. Publish data to Tableau Server or Tableau Online.Describe the file types in Tableau that you can share with others.Also tell us what your favorite shortcuts are in the comment section.After completing this unit, you'll be able to: You can visit Tableau help page for more shortcuts that may fit your needs. Place fields directly in Columns/Rows shelfĪlt + Shift + C: This shortcut key helps user to directly place the selected field in “Columns” shelfĪlt + Shift + R: This shortcut key helps user to directly place the selected field in “Rows” shelf Moving fields to Marks cardĪlt + Shift + O: This is used to place the field on “Color” marks cardĪlt + Shift + L: This is used to place the field on “Detail” marks cardĪlt + Shift + I: This is used to place the selected field on “Size” marks cardĪlt + Shift + T: This is used to place the selected field on “Text” marks card To do File operations:Ĭtrl + O: To open existing Tableau workbook Using function keys:į1: This opens up the “Help” window, where user can read about different functionalities of tableauĪlt + F4: This close the current workbookį9: This runs the updates and tableau desktop start getting updatedį7: Presentation Mode To navigate between sheets:Ĭtrl + PgDn: To navigate through the sheets/dashboards on right sideĬtrl + PgUp: To navigate through the sheets/dashboards on left side
Essential Keyboard Shortcuts for everyday usersĬtrl + H: Using this shortcut key user can switch in and out of presentation modeĪlt + Shift + P: This is used to place the selected field on “Pages” shelfĬtrl + W: This shortcut key is used for swapping fields between “Rows” and “Columns”.Ĭtrl + P: To print the complete dashboard or sheet of Tableau workbookĬtrl + Command + F: Enter full screen in MacĪlt + Shift + F: This is used to place the selected field on “Filters” shelfĪlt + Shift + Backspace: This shortcut key is used to clear all the contents from current worksheetĬtrl + A: This shortcut key is used to “select all data” in sheet of tableau workbook.Ĭtrl + C: This is used to “copy” the selected data in the tableau workbook sheetĬtrl + Z: This is used to Undo your last stepĬrtl + Alt + C: Create a calculated fieldĬtrl + B: Press this key to reduce the cell size in data tableĬtrl + Shift + B: Press this key to increase the cell size in data tableĬtrl + Left Arrow: Press this key to make the rows narrowerĬtrl + Right Arrow: Press this key to make the rows widerĬtrl + Up Arrow: Press this key to make the columns largerĬtrl + Down Arrow: Press this key to make the columns shorter If you still arent sold on Tableau, you can check out the pros and cons of Tableau. Here are some of the best short cuts available in Tableau that will make you a much more efficient user. Using keyboard shortcuts can save you precious time and allow you to multitask like a ninja. Here is a list of Tableau Keyboard Shortcuts that will make your life easier.