When you open a workbook, it opens in the Reader window where you can view and interact with the data. A workbook can contain a single sheet, or view. It can also include a dashboard, which is a view that combines several worksheets in a single place so that you can compare and monitor a variety of data at one time.
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Navigating through your workbook
Tableau gives you several options to navigate through your workbook. If the workbook contains multiple sheets, each sheet or dashboard displayed in the workbook are shown as tabs along the bottom of the window.
To switch between the sheets, click a tab. If there are too many sheets to show all of the tabs at once, you can scroll through the tabs using the controls on the left.
To view all the sheets or dashboards in a workbook at one time, use the filmstrip or sheet sorter view. The filmstrip view shows each sheet as a thumbnail image along the bottom of the workbook. To toggle between showing tabs and the filmstrip view, click the button on the bottom right of the Reader window. Select the thumbnail image to open the sheet that you want to view.
The sheet sorter view shows all sheets in a workbook as thumbnail images in a single pane,. To open the sheet sorter, click the button on the bottom right of the Reader window. Select the thumbnail image to open the sheet that you want to view.
Using the toolbar and menus
Use the toolbar and menus to interact with views. For example, use the navigation tools to zoom in and pan around a view or click one of the Sort buttons to quickly sort the data in a table. The toolbar contains the following controls (from left to right):
Tableau icon: Click to navigate to the start page.
Undo - Click to reverse the last action that you took on the sheet or dashboard. For example, if you changed the filters on a view, click the Undo button to reset the view to it's last state.
Redo - Click to repeat the last action that you reversed on the sheet or dashboard when you clicked the Undo button.
Pause Auto Updates- Click to pause the auto update feature. When this feature is enabled, Tableau automatically updates the worksheet or dashboard based on changes that you make with the filters. If you do not want to automatically update the view, you can click this button to disable the feature.
Run Update- Click to manually update and refresh a view with the most current settings when automatic updates have been paused.
Sort Ascending- Click to sort data fields in ascending order.
Sort Descending- Click to sort data fields in descending order.
Fit Control- Select from options in the drop-down list to adjust the size of the view in relation to the application window.
Fix Axes- Click to switch between a locked axis that only shows a specific range of values and a dynamic axis that shows the range of values based on the minimum and maximum values in the view.
Presentation Mode- Click to show the view only and hide the toolbar and menu. Press Esc or click the Presentation button in the lower right corner of the screen to return to the standard view mode.
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The result of data analysis in Tableau can be saved in various formats, to be saved and distributed. The various formats are referred as different file types and they are identified by different extensions. Their formats depend on how they are produced and for what purposes they are used. They are all stored as XML files, which can be opened and edited.
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Following table lists the description of each file type and their usage.
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| File Type | File Extension | Purpose |
|---|---|---|
| Tableau Workbook | .twb | It contains information on each sheet and dashboard that is present in a workbook. It has the details of the fields, which are used in each view and the formula applied to the aggregation of the measures. It also has the formatting and styles applied. It contains the data source connection information and any metadata information created for that connection. |
| Tableau Packaged Workbook | .twbx | This file format contains the details of a workbook as well as the local data that is used in the analysis. Its purpose is to share with other Tableau desktop or Tableau reader users, assuming it does not need data from the server. |
| Tableau Data Source | .tds | The details of the connection used to create the tableau report are stored in this file. In the connection details, it stores the source type (excel/relational/sap, etc.) as well as the data types of the columns. |
| Tableau Packaged Data source | .tdsx | This file is similar to the .tds file with the addition of data along with the connection details. |
| Tableau Data Extract | .tde | This file contains the data used in a .twb file in a highly compressed columnar data format. This helps in storage optimization. It also saves the aggregated calculations that are applied in the analysis. This file should be refreshed to get the updated data from the source. |
| Tableau Bookmark | .tbm | These files contain a single worksheet that is shared easily to be pasted into other workbooks. |
| Tableau Preferences | .tps | This file stores the color preference used across all the workbooks. It is mainly used for consistent look and feel across the users. |