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Tableau Features Explanation from Designing views and analyzing data perspective

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Tableau Features Explanation from Designing views and analyzing data perspective


1. Expandable Marks Card: While working with the earlier versions of tableau when you had multiple on fields on Marks Card; it became tough to see each of them without scrolling. The Marks card has now been enhanced and the marks card now automatically expands to fill all of the empty space that is available.

2.Color Legend per Measure: In the earlier versions of Tableau when you had measure value in the Color Legend, it followed the same color range for all the Measure name, like the image below:


But with the new version of Tableau 10.2 we can add different color legend to each of the Measure Names in the Measure Value list, like below:


On choosing Use Separate Legends in the context menu from the drop down of the Measure Value shelf dropped in the Color legend each of the Measure Names will be assigned a different color and then you can give each measure a different color from the Color Legend Card. Follow the steps below:




After assigning each of the Measure Name with a different Color your visualization will look like below:


To recombine the separate legends into a single legend for all measures, on the Marks card, click the drop-down arrow on the Measure Values field and select Combine Legends from the context menu.



On clicking on Combine Legends in the context menu from the drop down of the color legend Tableau will give all the Measure Values/ Measure names a default color like below:

3. Improved Date Recognition: Dates in your data can be represented in many different ways. And because different databases (and files) do not handle dates in a uniform way, Tableau cannot always interpret the date fields in your data as you might expect. For example, suppose you are connected to table in a MySQL database. The date field in your table contains values that are concatenated like 03Jan2017, which causes Tableau to interpret it as a string instead of a date or date time type like you might have expected. When your date values are interpreted as strings or integers, consider changing the data type of the field to Date or Date & Time by clicking the type icon. This type icon is located next to the column header on the Data Source page, like in the image below, or Data pane next to the field name in the sheet tab.

  • Connect To Spatial Files: In Tableau Desktop 10.2 and later, you can connect to the following spatial file types and can then create point or polygon maps using the data in those files.

  • Shapefiles,

  • MapInfo tables,

  • KML (Keyhole Markup Language) files, and

  • GeoJSON files.

Spatial files can be located at many open data ports like Data.gov, Census.gov, etc. or at website of the city or organizations that provide such data.

How to Connect to Spatial file: First connect to your primary data source that you want to work on and then from the data source page click the New Data Source icon and select Spatial file.

Navigate to the folder that contains your spatial data, select the spatial file you want to connect to, and then click Open.


  • Customize how people interact with Your Map: When you create a map view, there are several default ways you can explore and interact with the view. You can zoom in and out of the view, pan, select marks, and even search for locations worldwide with map search.

However, sometimes you want to limit some of the ways your audience can interact with your map.

You can customize how your audience interacts with your view in the following ways using the Map Options dialog box.

Show a map scale: through a map scale now your audience can have a better understanding of the distance between your data points. The map scale appears on the bottom right of the view and it updates as you zoom in/out from your map.

To show a map scale on your map:

  1. Select Map > Map Options.

  2. In the Map Options dialog box that appears in the view, select Show Map Scale.

  3. Under Units, click the drop-down and select the units of measurement you want.

  4. If you want the scale to show measurements in meters and kilometers, select Metric.

  5. If you want the scale to show measurements in feet and miles, select U.S.

  6. If you want the units of measurement to be determined by your workbook locale, select Automatic.

4. Map data Updates & Additions: Tableau supports worldwide airport codes, cities, countries, regions, territories, states, provinces, and some postcodes and second-level administrative districts (county-equivalents). U.S. area codes, Core Based Statistical Areas (CBSA), Metropolitan Statistical Areas (MSA), Congressional districts, and Zip codes are also supported by Tableau. Additionally, any latitude and longitude coordinates are supported by Tableau, as long as they are in decimal degrees. This link: http://onlinehelp.tableau.com/current/pro/desktop/en-us/maps_data.html

contains a complete list of the county-equivalents (second-level administrative districts) and zip codes and postcodes supported for creating map views in Tableau. If your data source contains a field with any of these locations, you can assign the appropriate geographic role to the field and quickly create a map view in Tableau.

India districts and postcodes, New Zealand postcodes, Australia LGAs, and Saudi Arabia cities data has been updated. Additionally, second-level administrative divisions (county-equivalents) for the following cities and countries are now automatically recognized by Tableau, and can be geocoded using the County geographic role.

  • Berlin

  • Burkina Faso

  • Ethiopia

  • Guinea

  • Guinea-Bissau

  • Indonesia

  • Ivory Coast

  • Malaysia

  • Mali

  • Myanmar

  • Nigeria

  • Norway

  • Philippines

  • Senegal

  • Sierra Leone

  • The Gambia

  • Togo

  • Zambia


5. Use Calculations to resolve mismatch between field for joins: A format mismatch between fields used in a join can often cause a broken join or prevent you from being able to create a join in the first place. In many cases, you can resolve format mismatches between fields by customizing your join using a calculation. For example, see the below table; where table A has 3 column Slno., First Name and Second Name. Table B has 2 columns- Sales and Name.


Table A:

Sl no.

First Name

Second Name










Table B:



Adam Hanes

5000 $

Brit James

2000 $

John D.

7500 $

Now, if we want to show the sales of each customer along with their Sl.no then we have to create a calculated field that will first join First Name and Second Name from Table A and then create join between Table A and Table B (with new created calculated field to join Table A 2 columns and Name column of Table B).

Something like below image:


6. Quickly Share Content with Tableau Online: Now quickly share content with others, sign up for a free trial to Tableau Online: click the Share button in the toolbar, and then click Create Site.


7. Export Data to csv: Because the .csv format is one of the most simple structured formats for data, it’s supported by a wide range of tools, databases, and programming languages. Exporting your data in the Tableau data source using this format creates an independent data set and can be a convenient and flexible way to share your data with others.

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There are two primary ways you can export your data in the data source to a .csv file in Tableau: from the Data Source page and from the view.

  • From the Data Source page: On the Data Source page, select Data > Export Data to CSV to export all the data in your data source to .csv file.

  • From the view: On the sheet tab, drag a field to the Columns or Rows shelf, click the View Data icon in the Data pane, and click the Export All button.


8. New correlation and covariance functions: Three new aggregate functions are available:

  • CORR: Returns the Pearson correlation coefficient of two expressions.

  • COVAR: Returns the sample covariance of two expressions.

  • COVARP: Returns the population covariance of two expressions.

In addition, three related table calculation functions are available:

  • WINDOW_CORR: Returns the Pearson correlation coefficient of two expressions within the defined window.

  • WINDOW_COVAR: Returns the sample covariance of two expressions within the defined window.

  • WINDOW_COVARP: Returns the population covariance of two expressions within the defined window.


9. Use numbers for story point navigation: You can now specify numbers as a way for your audience to step through your story. This can be helpful if you have a large number of individual story points and want to avoid scroll bars on the navigator.


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