Scribd
Upload
2 views

Exp-4

The document outlines methods for applying new data calculations and formatting visualizations in Tableau. It details how to use calculated fields for filtering and enhancing visual appeal through various formatting tools and menus. Specific formatting options for elements like annotations, tooltips, and headers are also discussed to improve clarity and presentation.

Uploaded by

csevamshi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
2 views

Exp-4

The document outlines methods for applying new data calculations and formatting visualizations in Tableau. It details how to use calculated fields for filtering and enhancing visual appeal through various formatting tools and menus. Specific formatting options for elements like annotations, tooltips, and headers are also discussed to improve clarity and presentation.

Uploaded by

csevamshi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 11

Experiment-4

Aim:
Applying new data calculations to your visualizations, Formatting Visualizations,
Formatting Toolsand Menus, Formatting specific parts of the view.
Solution :
Applying New Data Calculations to Visualizations
1. Drag and Drop Calculated Fields:
To apply your newly created calculated fields to a visualization, simply drag and drop them onto
the appropriate shelves in your worksheet. For example, you can drag a calculated field to the
Rows or Columns shelf, use it in filters, or place it on the Marks card to control the appearance
of marks.

2. Filter with Calculated Fields:


Create filters using calculated fields to control which data points are displayed in your
visualization. You can use calculated fields to filter by specific criteria, such as a calculated date
range or a custom ranking.
Formatting Visualizations
Tableau provides a wide range of formatting options to make your visualizations more appealing
and informative:

1. Format Pane:
On the left side of the Tableau interface, you'll find the Format pane. It allows you to format
various aspects of your visualization, such as fonts, colors, lines, shading, and borders. Simply
select the element you want to format and use the options in the Format pane to make
changes.
2. Marks Card:
The Marks card, located above your visualization, offers formatting options specific to the type
of marks you're using (e.g., color, size, label). Click on the Marks card to access these options
and modify how your data is represented.
3. Axis and Gridlines:
You can format axis labels, titles, and gridlines to improve the readability of your visualization.
Right-click on an axis or gridline to access formatting options.
4. Legends and Color Scales:
Customize legends and color scales to provide context for your visualizations. You can change
colors, labels, and the position of legends to match your data.

Formatting Tools and Menus


Tableau provides several formatting tools and menus to help you refine the appearance of your
visualizations:

1. Format Menu:
The Format menu at the top of the Tableau interface provides access to various formatting
options, including font styles, shading, borders, alignment, and more. You can use this menu to
format text, labels, and other elements.
2. Worksheet Menu:
In the Worksheet menu, you'll find options to format the entire worksheet, including background
color, borders, and worksheet title. You can also adjust the worksheet size.
3. Dashboard Menu:
If you're working with dashboards, the Dashboard menu allows you to format the entire
dashboard layout, including background, size, and title.

Formatting Specific Parts of the View


Tableau lets you format specific elements of your visualization:

1. Annotations:
You can add annotations to your visualizations to highlight important points or provide
additional context. Format these annotations using the options available when you right-click on
an annotation.
2. Tooltips:
Customize tooltips to display relevant information when users hover over data points. You can
format tooltips to show or hide specific fields and control their appearance.
3. Headers and Titles:
Format headers, titles, and subtitles for clarity and consistency. Use the Format pane or the
Format menu to adjust text formatting, alignment, and shading.

You might also like