Tableau Desktop Shortcuts User Handbook

If you are getting confused or finding it hard to remember all the short cuts and terminologies used in Tableau-Desktop then this cheat sheet is going to be your go-to option every time you face this problem.

At Intellipaat, we understand that it is rather very common, even among the professionals, to sometimes get confused about the terminologies related to the framework or the platform they are working on. As a solution, we have come up with this tableau-desktop shortcuts and terminologies cheat sheet for our learners.
We assume that if you are here, exploring this cheat sheet then you have some basic knowledge about tableau but are in need of a quick reference to quickly lookup Tableau short cuts and terminologies.

Download the printable PDF of this cheat sheet
Tableau Desktop basics - Short Cuts and Teminologies

What is Tableau?

A powerful Data visualization and Business intelligence tool with a strong and intuitive interface. No coding knowledge or experience needed to work with Tableau.
We have listed the Tableau shortcuts down below, categorized according to the kind of operation we are performing, with their respective uses:

File Short Cuts:

File Operation
ALT+F4 Closes the current workbook
ALT+F+E+I Export to image
ALT+F+E+P Export to the packaged workbook
CTRL+N New workbook
CTRL+O Open file
CTRL+P Print
CTRL+S Save file

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Data Short Cuts:

Data Operation
ALT+D+A Automatic updates
ALT+D+D Connect to data
CTRL+D Connect to the data source
ALT+D+C+D Duplicate data connection
ALT+D+A Extract
ALT+D+C+P Properties of data connection
ALT+D+R Refresh data
F5 Refreshes the data source
F9 Run query
ALT+D+U Toggle use extract
F10 Toggles automatic updates on and off
ALT+D+P+D Update dashboard
ALT+D+P+Q Update quick filters
ALT+D+P+W Update worksheet

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Analysis Short Cuts:

Analysis Operation
ALT+A+A Aggregate measures
ALT+A+C Create calculated field
ALT+A+B Describe the trend model
ALT+A+U Edit calculated field
ALT+A+L Edit trend lines
ALT+A+F Filter
CTRL+1 Show me!
ALT+A+S Sort
ALT+A+M+F Stack marks off
ALT+A+M+O Stack marks on

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Get started with Tableau:

  • Tableau is BI software
  • It allows users to connect to data, visualize data and create interactive and sharable dashboards.

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Terminologies:

  • Alias: Refers to a field or to a dimension member
  • Bin: User-defined grouping of measures in the data source
  • Bookmark:.tbm file in the Bookmarks folder contains a single worksheet of the Tableau repository
  • Calculated Field: New field created by using a formula to modify the existing fields in the data source
  • Crosstab: Text table view to display the numbers associated with dimension members
  • Dashboard: Use dashboards to compare and monitor a variety of data simultaneously
  • Data Pane: Displays the fields (divided into dimensions and measures) of the data sources to which Tableau is connected
  • Data Source Page: A page to set up your data source consists of − left pane, join area, a preview area, and metadata area
  • Dimension: Categorical data field holds discrete data such as hierarchies and members that cannot be aggregated
  • Extract: A saved subset of a data source that can be used to improve performance and analyze offline.
  • Filters Shelf: Used to exclude data from a view by filtering it using measures and dimensions
  • Format Pane: Contains formatting settings that control the entire worksheet, as well as individual fields in the view
  • Level of Detail (LOD) Expression: A syntax that supports aggregation at dimensionalities other than the view level.
  • Marks: A part of the view that visually represents one or more rows in a data source. A mark can be, for example, a bar, line, or square. You can control the type, color, and size of marks
  • Marks Card: A card to the left of the view, where you can drag fields to control mark properties such as type, color, size, shape, label, tooltip, and detail
  • Pages Shelf: Used to split a view into a sequence of pages based on the members and values in a discrete or continuous field
  • Rows Shelf: Used to create the rows of a data table, also accepts any number of dimensions and measures
  • Worksheet: A sheet to build views of the data
  • Workbook: Contains one or more worksheets

If you have any doubts or Queries related to Tableau, get it clarifies from Tableau Experts on Tableau Community.

Design Flow:

Connect to data source➔Build data views➔Enhance data views➔Worksheets➔Create and organize dashboards➔Story Telling

Download a Printable PDF of this Cheat Sheet

Hopefully, you will find this cheat sheet helpful. In case you are also looking for a full-fledged training program to learn Tableau in detail then the Tableau training by Intellipaat is exactly what you need, you can check out the list of Tableau Interview Questions prepared by the experts, which will help you to crack any Tableau interview. In this Tableau certification training, you will also learn Tableau desktop and public integration with R & Big data. In case you have any queries, you will have 24*7 technical support from our experts at Intellipaat. So, why wait? Check out the course right now!

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