Last Updated: November 21, 2025
Tableau
Business intelligence and data visualization
Core Concepts
| Item | Description |
|---|---|
Dimension
|
Categorical fields (qualitative) |
Measure
|
Numeric fields (quantitative) |
Sheet
|
Single visualization view |
Dashboard
|
Collection of multiple sheets |
Story
|
Sequence of dashboards |
Data Source
|
Connection to data |
Calculated Field
|
Custom formula field |
Chart Types
| Item | Description |
|---|---|
Bar Chart
|
Compare categories |
Line Chart
|
Show trends over time |
Scatter Plot
|
Show relationships between measures |
Heat Map
|
Show data density with color |
Tree Map
|
Show hierarchical data |
Map
|
Geographic data visualization |
Common Calculations
| Item | Description |
|---|---|
SUM([Sales])
|
Total sales |
AVG([Profit])
|
Average profit |
IF [Sales] > 1000 THEN 'High' ELSE 'Low' END
|
Conditional logic |
DATETRUNC('month', [Order Date])
|
Truncate date to month |
RUNNING_SUM(SUM([Sales]))
|
Cumulative sum |
Best Practices
- Use filters to focus on relevant data
- Create calculated fields for complex metrics
- Use parameters for interactive dashboards
- Optimize extracts for better performance
💡 Pro Tips
Quick Reference
Use LOD expressions for advanced aggregations