Tableau
Tableau BI tool guides and tips
Tableau
Tableau for dashboards and visual analytics.
Core concepts
- Dimensions vs measures — Dimensions slice data; measures aggregate
- Shelves — Rows, columns, marks, and filters
- Calculated fields — Custom logic with Tableau's formula language
- LOD expressions — Fixed, include, exclude for different aggregation levels
Quick tips
- Use context filters to speed up dashboards by reducing data early
- Table calculations compute across the table; understand addressing and partitioning
- Parameters let users change assumptions without editing the workbook
- Prefer extracts over live connections when performance matters