![]() If you have related dimension fields, sometimes you might want to group them in a folder, or as a hierarchy. For more details, see Navigating Data Sources in the Data Pane.įor details on the many ways you can customize the fields in the data pane, see Organize and Customize Fields in the Data Pane, Edit Default Settings for Fields, and Work with Data Fields in the Data Pane. If you have more than one data source in a workbook, click the data source connection name in the Data pane to select it for use. For more information about parts of the workspace, see The Tableau Workspace. ![]() For more information, see Dimensions and Measures, Blue and Green.įor details on finding fields in the Data pane, see Find fields. ![]() Sometimes a table or folder will contain only dimensions, or only measures to start with. For each table or folder in a data source, dimension fields appear above the gray line and measure fields appear below the gray line.ĭimension fields typically hold categorical data such as product types and dates, while measure fields hold numeric data such as sales and profit. The Data pane contains a variety of fields organized by table. In the worksheet, the columns from your data source are shown as fields on the left side in the Data pane. For more details on connecting to your data, see Connect to and Prepare Data and Tips for Working with Your Data.Ĭlick the sheet tab to go to the new worksheet and begin your analysis. Drag the "Orders" table to the canvas to start exploring that data.ĭepending on how your data is structured, you might need to do more data preparation and integration before you start exploring it in Tableau. Select Sample - Superstore, and then click Open.Īfter you connect to the Excel data, the Data Source page shows the sheets or tables in your data. Go to /Documents/My Tableau Repository/Datasources/ version number/. In the Open dialog box, navigate to the Sample - Superstore Excel file on your computer. On the start page, under Connect, click Microsoft Excel. ![]() This example shows how to connect to Sample - Superstore data in Tableau Desktop. If you're using Tableau Cloud and Tableau Server to explore data and edit views, see Use Tableau on the Web. It shows how your view of data in Tableau evolves through your process of exploration. You can use the codes to group similar answers together in reports and as standard multiple choice data.This topic uses the Sample - Superstore data source to walk through how to create basic views and explore your data. Where keyword coding is inappropriate, it can show each answer on the screen above a code sheet and let you pick the most appropriate codes. You can code text answers by searching them for key words or phrases. ![]()
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