Here are some insider Tableau tips that will save you lots of time: control and drag, quick field property selection, and keyboard shortcuts.
1. Control and Drag: Making Copying Easy
When in a worksheet you will find that you are constantly dragging and dropping from the:
- Dimensions list
- Measures list
- Sets list
Once you drop one of these into a dashboard, normally we will go about creating table calculations or using the same measure but running an average on that measure to provide a more detailed dashboard. To save you the time of going back to the sidebar lists, try clicking on a measure or dimension that is already in a display that you wish to copy and hold control (CTRL) and drag it to where you need it to go.
2. Right Click Drag: Quick Field Property Selection
Normally when you select a field you need to drop the Dimension, Measure or Set in first then apply the SUM, Average or alteration of Field Property. However if you want to save yourself a click you can right click drag a field onto a worksheet by using a right click drag once you let go you will be prompted with a window showing all the possible field dimensional properties or measure calculations.
3. Tableau Keyboard Shortcuts
|CTRL + B||Decrease Cell/Row Size|
|CTRL + D||Connect to Data|
|CTRL + E||Sheet Description|
|CTRL + H||Presentation Mode|
|CTRL + M||New Worksheet|
|CTRL + N||New Workbook|
|CTRL + SHIFT + B||Increase Cell/Row size|
|CTRL + W||Swap Column to Rows or vice versa|
|CTRL + ↓||Make rows shorter|
|CTRL + ←||Make columns narrower|
|CTRL + →||Make columns wider|
|CTRL + ↑||Make rows taller|
|CTRL + F4||Delete the current worksheet or hide the worksheet if it is used in a dashboard|
|CTRL + Tab||Cycle forward through open worksheets|
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