Tableau setting up

 Tableau setting up

 

Just a few particulars as I get started using Tableau Public:

 

1. The data for the x-axis should be put in the Column shelf, while the data for the y-axis should go in the Rows shelf. Contrary to the tutorial videos, I prefer not to just drag and drop icons on the main canvas and trust it to do the right thing.

2. Cntl or Shift select multiple measures to go in as Rows that share a common Column by dragging onto the y-axis tic mark area until you see a double short vertical bars. The legend is auto-generated and can be copied with a right mouse click context popup menu.

3.  After saving/uploading the visualization to the Tableau server, look for the "Metadata" link in the lower right corner of the webpage to see all the worksheets and dashboards listed by title. Click on the one you want. By default, Tableau always opens the Viz on the server to the last item.

4. When working in a Dashboard, look in the upper left hand corner for the "Range" and the drop down menu to the right of it. Choose "automatic" to fill your screen, which will hopefully also scale the viz to any other screen when people look at it on their own.

 5. Again in the Dashboard, click into the blank white space  subsection representing your row measure, then click on the "Color" mark button to get a simple menu of solid color choices for all of your bars in a bar chart. Otherwise, if you drag the row measure onto the button, the only color choices you'll see are all gradients.

6. To modify y-xis viewing parameters, right mouse click on the axis and then choose "Format ...". Changing the label size and font is done simultaneously with the tic mark size and font. Look for "Default" Font with a drop down menu.