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Tableau Cheat Sheet

Tableau Cheat Sheet

Back to Business Intelligence
Updated 2026-04-28
Next Topic: ThoughtSpot AI-Powered Search Analytics Cheat Sheet

Tableau is the leading visual analytics platform, enabling users to connect to virtually any data source and build interactive dashboards and reports without writing code. It spans a product family β€” Tableau Desktop, Tableau Cloud, Tableau Server, Tableau Prep, and Tableau Pulse β€” covering everything from self-service analytics to enterprise-scale data pipelines and proactive AI-driven metrics. The core mental model is the VizQL engine: when you drag fields onto the canvas, Tableau translates your actions into a structured query language that fetches and renders data live or from extracted caches. Since Tableau 2025.1, Tableau Agent (generative AI) is built into Desktop and Cloud, enabling natural-language chart building, calculated field authoring, and AI-generated dashboard narratives.

What This Cheat Sheet Covers

This topic spans 27 focused tables and 253 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.

Table 1: Chart TypesTable 2: Data Sources and ConnectionsTable 3: Dimensions and MeasuresTable 4: Aggregation FunctionsTable 5: Calculated Fields β€” Logical FunctionsTable 6: Calculated Fields β€” String FunctionsTable 7: Calculated Fields β€” Number FunctionsTable 8: Calculated Fields β€” Date FunctionsTable 9: Level of Detail (LOD) ExpressionsTable 10: Table CalculationsTable 11: FiltersTable 12: ParametersTable 13: SetsTable 14: Dashboard DesignTable 15: StoriesTable 16: Maps and SpatialTable 17: Analytics PaneTable 18: Mark Types and PropertiesTable 19: Data OrganizationTable 20: Performance OptimizationTable 21: Publishing and SharingTable 22: Tableau ProductsTable 23: Tableau PrepTable 24: Tableau PulseTable 25: Advanced FeaturesTable 26: Data Blending and Cross-DatabaseTable 27: Order of Operations

Table 1: Chart Types

TypeExampleDescription
Bar Chart
Drag Category to Columns, Sales to Rows
β€’ Most versatile chart for comparing discrete categories
β€’ horizontal bars work best with long labels.
Line Chart
Drag Order Date to Columns, Sales to Rows
β€’ Best for showing trends over time
β€’ connect marks to show continuity.
Scatter Plot
Sales on Columns, Profit on Rows, Customer on Detail
Reveals correlations and outliers between two measures.
Map
Drag Country or Lat/Lon fields to canvas
β€’ Auto-geocodes geographic fields
β€’ supports filled maps, point maps, and density maps.
Heat Map
Two dimensions on rows/columns, measure on Color
Shows magnitude at intersections of two categorical dimensions using color intensity.
Treemap
One+ dimensions on Color/Label, measure on Size
Displays part-to-whole hierarchies as nested rectangles sized by measure.
Pie Chart
Change mark type to Pie; dimension on Color, measure on Angle
β€’ Best for 5 or fewer slices
β€’ use bar charts for more categories.
Box Plot
Show Me β†’ Box-and-Whisker Plot
Visualizes distribution, median, quartiles, and outliers in one mark.

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