{"id":5217,"date":"2020-10-01T16:13:32","date_gmt":"2020-10-01T10:43:32","guid":{"rendered":"https:\/\/www.h2kinfosys.com\/blog\/?p=5217"},"modified":"2020-10-01T16:19:46","modified_gmt":"2020-10-01T10:49:46","slug":"tableau-worksheets","status":"publish","type":"post","link":"https:\/\/www.h2kinfosys.com\/blog\/tableau-worksheets\/","title":{"rendered":"Tableau Worksheets"},"content":{"rendered":"\n<p>The tableau consists of a workbook and sheet file structure, similar to <a href=\"https:\/\/www.microsoft.com\/en-in\/microsoft-365\/excel\" rel=\"nofollow noopener\" target=\"_blank\">Microsoft Excel<\/a>. A workbook contains sheets, and a sheet can either be a worksheet, a dashboard, or a story.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>A worksheet comprises a single view along with shelves, cards, legends, and the Data and Analytics panes in its sidebar.&nbsp;<\/li><li>A dashboard is a collection of the views from multiple worksheets.<\/li><li>A story consists of a sequence of worksheets or dashboards, which work together to convey information.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to create new worksheets?<\/strong><\/h2>\n\n\n\n<p>There are many ways to create new sheets in a workbook, dashboard, or a story. You can also create as many sheets in a workbook as you want.<\/p>\n\n\n\n<p>For creating a new worksheet, dashboard, or story, click on the New Worksheet, New Dashboard, or New Story button available at the bottom of the workbook.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/83--VOd3M5C6-rEOPdVABgZNUWQHP6kZ4gqtfQeuzZOCSLp-h-edfTdP3fH7ecMXo_kNooCnz9CMfgpJaPWVXztZKq3mVBcGVqtPycPwgJSNWaOVYmS6tMu2U6YG6KqJtraQdAoRPpFc7XcXeg\" alt=\"https:\/\/help.tableau.com\/current\/pro\/desktop\/en-gb\/Img\/environ_workbookandsheets_sheets_newsheet.png\" title=\"\"><\/figure>\n\n\n\n<p>For renaming a new worksheet, dashboard, or story, right-click (Ctrl-click on a Mac) the tab and then select the Rename command.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Another way to create new Tableau worksheets:<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>Select Worksheet &gt; New Worksheet.<\/li><li>Right-click on an open tab in the workbook and select New Worksheet from the menu.<\/li><li>On the toolbar, click on the drop-down arrow on the New Worksheet button and select New Worksheet.<\/li><li>Press Ctrl + M on your keyboard.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/q-YPVNOJE6bVyFrnlRBuTBbMJoyaNF2gX6JLJiIgkFCPCx-KMdqNARhTP7VGmI4ITCHtb1jc5g9-SqmtH-AbwbO6Gw64yBkAPtp7rLPIEeK0HGbpqR-VyzDNmVSpSmpbmfThzRuOzW2uUhjzpg\" alt=\"add worksheet 1\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to undo, redo, or clear sheets?<\/strong><\/h2>\n\n\n\n<p>Every Tableau workbook consists of a history of steps you have performed on the Tableau Worksheets dashboards, and stories in that available workbook for the current work session.<\/p>\n\n\n\n<p>To move backward through the history, click on Undo on the toolbar or press Ctrl + s on your keyboard.<\/p>\n\n\n\n<p>To move forward through the history, click on Redo on the toolbar or press Ctrl + Y on your keyboard.<\/p>\n\n\n\n<p>For removing all fields, formatting, sizing, axis ranges, filters, sorts, and context filters in the sheet, click on the Clear Sheet on the toolbar.<\/p>\n\n\n\n<p>To clear any specific aspects of the view, use the Clear Sheet drop-down menu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to duplicate a sheet?<\/strong><\/h2>\n\n\n\n<p>Whenever you want to use an existing sheet as a jumping-off point, you can duplicate that sheet. The duplicated sheet consists of all of the same fields and settings as a starting point for new analysis.<\/p>\n\n\n\n<p>Duplicate also creates a new version of a Tableau worksheets, dashboard, or story you can modify without affecting the original sheet.<\/p>\n\n\n\n<p>To duplicate the active sheet, right-click on the sheet tab and select Duplicate.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to duplicate as Crosstab?<\/strong><\/h2>\n\n\n\n<p>A crosstab, also known as Pivot Table, is a table that summarizes data in rows and columns of text. It is an easy way to display the numbers associated with the data view.<\/p>\n\n\n\n<p>Create a new crosstab sheet based on the current sheet&#8217;s data, right-click the sheet tab, and select Duplicate as Crosstab. Alternatively, select Worksheet &gt; Duplicate as Crosstab.<\/p>\n\n\n\n<p>This command will insert a new worksheet into your workbook and populates the sheet with a crosstab view of the original worksheet&#8217;s data. <a href=\"https:\/\/www.h2kinfosys.com\/blog\/tableau-dashboards\/\">Tableau Dashboards<\/a> and stories cannot be duplicated to crosstabs.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to rename sheets?<\/strong><\/h2>\n\n\n\n<p>To rename the active sheet, right-click the sheet in the sheet tab along the bottom of the workbook, and then click Rename Sheet.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/jhEMFT-FdIP8KBg4GUZc0jaxaOmbYx4qX0KSeurFTp979Q8pvzUY6HNJT0sTN6hiVBICwZnWXHrLEDfEorjoYMhsZVZo7VclUGWkd1KHtcGlcWRKQ6on9_YnxbSiVv-3GZj-OBKiRkrvUu33vg\" alt=\"rename worksheet 1\" title=\"\"><\/figure>\n\n\n\n<p>Alternatively, double-click the sheet&#8217;s name in a sheet tab, type a new name, and then click Enter.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to see the underlying data in a sheet?<\/strong><\/h2>\n\n\n\n<p>To see the numbers available behind the marks in your view, hover over or click on a mark for displaying the associated data in a tooltip. When the tooltip opens, click the View Data command at the tooltip&#8217;s top to view underlying data.<\/p>\n\n\n\n<p>Right-click the view (without selecting marks), and then click View Data.<\/p>\n\n\n\n<p>You can also copy and paste that data into Excel or another application. For exporting the underlying data, click Export All.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to delete sheets?<\/strong><\/h2>\n\n\n\n<p>Deleting a sheet will remove it from the workbook, and there must always be at least one worksheet in a workbook.<\/p>\n\n\n\n<p>Deleting the active sheet, right-click the sheet in the sheet tab along the bottom of the workbook, and then click Delete.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/WoOSrXqL1mfGEe4D9n8n8hPmW4FF9c0CBkXK5T6GdFXlJb4g_2GyEjkoje9lFLa0aY45Qhrj22SMCrSovZO-61QbRlVIliz0fkuyrNLLy-_8cq3eF2YBCm1DfndGTJ49EJpGi8MQ5NHlpEIGmA\" alt=\"Delete worksheet\" title=\"\"><\/figure>\n\n\n\n<p>Worksheets used in a dashboard or story cannot be deleted, but they can be hidden.<\/p>\n\n\n\n<p>A worksheet used as Vis in Tooltip can be hidden or deleted.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to create a paged workbook?<\/strong><\/h2>\n\n\n\n<p>A paged workbook helps to save the data&#8217;s view in different pages for different values of the dimension or measure. A basic example is to see how each type of product has performed against each other in a specific sales region. As each value of product type is stored as a separate page, we can view it one at a time or can see it as a range of values.<\/p>\n\n\n\n<p>The paged workbook contains worksheets that have fields put in the page shelf. Take the example of studying the profit of various sub-categories of products in different regions. The following are the steps.<\/p>\n\n\n\n<p><strong>Step 1:<\/strong> Create a bar chart with the help of two dimensions and one measure. Here, drag the Measure Profit to the columns shelf and the dimensions sub-category and Region to the rows shelf, as given in the below screenshot.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/OZ7X8O6oPId4BeKhJzZebYaracJjJtUXqzXyqSw09spSuFoytVaTCyI5DpY-Q_tMvWLc7HP0UsfVdNe9ztVKp5SKUld68OvogoxSbFWJulqpcsmb3761vgGPgtBdLyj0zPPRv5xCb-VTIjkusw\" alt=\"paged worksheet 1\" title=\"\"><\/figure>\n\n\n\n<p><strong>Step 2:<\/strong> Drag the field Sub-Category again to the page shelf. You will see that a page control will be automatically added, just below the Pages shelf. This page control will provide the following features to navigate through the pages in a view:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Jump to a specific page.<\/li><li>Manually advance through the pages.<\/li><li>Automatically advance through pages.<\/li><\/ul>\n\n\n\n<p>Here, we will see how to jump to a specific page and get the automatic display of pages. To go to a particular page, click on the drop-down on the page control and select Accessories. The chart seen in the below screenshot appears.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/w_rTQs7Uee7otAGi_7g2AEU8Dur5OR8_W-3A3tutJ2iOl23W1vTWHSfTT1vHC14x9hvaONnMlWesHZCOhRCGp5K-SY4y4XAds4IH5Rk3ODIsl9TMU8qOOVulT56foGgtdWAeO1gqc7Nyu6jiSg\" alt=\"paged worksheet 2\" title=\"\"><\/figure>\n\n\n\n<p><strong>Step 3:<\/strong> For automatic display of pages, keep the checkbox show history as ticked and click the play button. You will then see an automatic play of different pages of sub-categories. While the value of the current Sub-Category is shown with a dark color, the previous values are shaded with light color. The below screenshot illustrates this.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/5pV7r5P_5XQTIjW5CD184bSBncJie5qoqvhW_4pkAtL8I_guwMzhAopiFUc9dQtpniTum56FQi2gWTvqfE9pmkR9pOLfy_XRsV6bF2uZHMDEaIHO1NA4HX8JCmq8NoT9BHUkK3PZoZ9fFdkIdQ\" alt=\"paged worksheet 3\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to reorder worksheets?<\/strong><\/h2>\n\n\n\n<p>Sometimes you will need to change the position of the existing worksheet to study them in a better way. It can be done by dragging the sheet name from its current position to the new position.<\/p>\n\n\n\n<p>For reordering a worksheet, click and hold the worksheet name and move it to the required position. Consider the Tableau Worksheets, as shown in the below screenshot.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/JSwLPzGnPT1e8-Hy3RjydVg0ErxkAgyctFZLzp9iAOfWJzxav7DYn1K1X5JqhCMfC9ncNWYk07a6XSCSKpuxOlAQBGYmfdW6YZkRc5jPZ_owCUsYWQsRCwtDNaa6vxcurYishvWeUHSktRgT7A\" alt=\"reorder worksheet\" title=\"\"><\/figure>\n\n\n\n<p>The below screenshot shows that a vertical dark line appears in the new position after dragging the third worksheet from the left to the new position.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/FT23ec400SZquoLuFZYobvBAXVy5eM2EKGR46k4C4F-19I6TqnT0ABhTavR3ERdvWnDjx_aj_HlOrk-iOtORKMYAWpzc35gqdhmAVk14P5SFUzvcb8Fc9ZV73-WLEqM42s3RoIBDBRYuET9uoA\" alt=\"reorder worksheet 2\" title=\"\"><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The tableau consists of a workbook and sheet file structure, similar to Microsoft Excel. A workbook contains sheets, and a sheet can either be a worksheet, a dashboard, or a story. A worksheet comprises a single view along with shelves, cards, legends, and the Data and Analytics panes in its sidebar.&nbsp; A dashboard is a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":5270,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[804],"tags":[],"class_list":["post-5217","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tableau-tutorials"],"_links":{"self":[{"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/posts\/5217","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/comments?post=5217"}],"version-history":[{"count":0,"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/posts\/5217\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/media\/5270"}],"wp:attachment":[{"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/media?parent=5217"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/categories?post=5217"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.h2kinfosys.com\/blog\/wp-json\/wp\/v2\/tags?post=5217"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}