EDUCBA

EDUCBA

MENUMENU
  • Free Tutorials
  • Free Courses
  • Certification Courses
  • 360+ Courses All in One Bundle
  • Login

Tableau Workbook

Home » Data Science » Data Science Tutorials » Tableau Tutorial » Tableau Workbook

Tableau Workbook

Introduction to Tableau Workbook

Software is made of multiple components. In technical terms, these components are addressed as objects. Any analytics tool or programming language has multiple objects. Basically, it is these objects which complete the concept of the tool. Understanding software is not possible without understanding the objects and their importance. The objects can have a certain hierarchy which means there’s an object which has multiple objects. Tableau is a visual analytics tool that, too, is made of objects. A very important object in Tableau is Workbook. As the name suggests, it’s literally a book that contains the work and hence the name.

Understanding a workbook in Tableau

The work done by a user in Tableau gets performed in the workbook file. The workbook can be seen appearing in its own window. Important analysis done in a particular context is contained in the workbook. We can have multiple workbooks as per the requirement. The extension of a Tableau workbook is .twb.

Start Your Free Data Science Course

Hadoop, Data Science, Statistics & others

The Tableau workbook consists of various objects such as Sheet, Menus, Sheet tab, etc. Each of these objects is important and has its own relevance. A sheet in Tableau can be a worksheet, a dashboard or a story. All these have certain context-specific significance. We shall see the components of Tableau in detail in the coming part.

Creating a workbook in Tableau

Creating a workbook in Tableau is pretty simple. It is just like what we do in MS Excel or any other similar tool. This has been explained below:

1. When we open Tableau, the initial screen looks like as below. If we observe carefully, multiple options are associated with a workbook, which we shall see in the subsequent part.

tableau workbook 1

2. First, we can create a workbook by clicking on “New” in the File menu. We can open an existing workbook by clicking on Open in the File menu.

tableau workbook 2

3. We find that we can connect to a particular data source which is as shown in the screenshot to the left side. When we connect Tableau to a particular data source type, the operations start taking place in a workbook.

tableau workbook 3

4. We can open an existing workbook by clicking on “Open a Workbook”, and the existing workbooks are shown under the Open option. This is as shown by the below screenshot.

tableau workbook 4

5. Tableau also provides us with some sample workbooks for guidance. We can open any of them and explore more such guidance sample by clicking on “More Samples”

tableau workbook 5PNG

6. When we click on option “New” in the File menu as illustrated in the above section, a Tableau workbook gets created. This is as shown below:

tableau workbook 6 NG

Working with Tableau workbook

In order to understand how a Tableau workbook works, it is essential to understand its components or objects which can be understood by understanding the Tableau workspace. In order to have a proper understanding, we load an existing workbook. This has been described in brief in the following section.

tableau workbook

As can be seen above, we have numbered the components of the workbook. They have been described order wise, in brief, as follows.

  1. This is the workbook name. In this case, it is Histograms as the workbook contains Histogram analysis. The name of the workbook must suit the context.
  2. Menu Bar: This bar in Tableau contains multiple menus similar to the one that we find in MS Excel, MS Word, and MS PowerPoint.
  3. When you click on this icon, it takes us to the “Connect” section. In order to go back to the workbook, click on it once again.
  4. SideBar: This section contains two important parts viz. Data pane and Analytics pane. Whatever data set we load into Tableau can be seen in the Data pane along with the requisite Dimensions, Measures, and Parameters. The Analytics pane contains functionalities pertaining to summary statistics and modeling.
  5. Data Source Tab: When we load data into Tableau, the data gets reflected in this tab. Click on it to view the data which must be examined prior to proceeding to the analysis.
  6. Status Bar: It essentially gives the status for the workbook based on certain metrics like a number of columns, rows, etc. On the right-hand side of the bar, we can find three icons. Click on them in order to view the components including the visual analysis in a particular way.
  7. Sheet Tab: This consists of worksheets, dashboards, or stories. We can create multiple sheets which will be visible in this tab.
  8. Cards: Contains Pages, Filters and Marks card. Among these, the Marks card contains important and useful options that are frequently used.
  9. Toolbar: This bar contains various functionalities that can be easily applied through a click on the symbol.
  10. Shelves: Contains Column and Region shelves. Dimensions and Measures have to be brought into them. Based on where they are brought, the visualization gets generated.
  11. View: This is a very important component in a workspace. It is basically here that the visualization which we have in mind gets generated. It consists of various elements like Title etc.
  12. Last but not least, the Minimize, Restore Down and Close buttons.

Options associated with Tableau workbook

1. We can print the workbook or save it as PDF using the procedures which have been shown the following screenshot and the one subsequent to it.

save as pdf

print to pdf

2. Clicking on “Print to PDF” pops-up the following dialogue box. Select “Entire Workbook” option from the dialogue box in order to print the entire workbook.

print to pdf

3. Now, we can format the workbook settings, by clicking on Workbook under the Format menu. This is as shown by the following screenshot.

Popular Course in this category
Tableau Training (4 Courses, 6+ Projects)4 Online Courses | 6 Hands-on Projects | 39+ Hours | Verifiable Certificate of Completion | Lifetime Access
4.5 (5,734 ratings)
Course Price

View Course

Related Courses
Business Intelligence Training (12 Courses, 6+ Projects)Data Visualization Training (15 Courses, 5+ Projects)

tableau histogram

4. When we follow the above procedure, we get various options pertaining to the “Format Workbook” section. This is as shown by the following screenshot.

section

5. We can open a workbook from as well as publish a workbook on the server. This can be done by clicking on the required option from the Server menu as shown below:

tableau workbook

Conclusion

A workbook is a crucial component of Tableau. It is similar to a workbook in MS Excel. So, in Tableau, too, we have a hierarchy of objects in which the workbook object stands higher in the order. The object acts as a parent object. Without a workbook, Tableau would be blank.

Recommended Articles

This has been a guide to Tableau Workbook. Here we discuss how to create workbook in tableau along with a few illustrations. You may also have a look at the following articles to learn more –

  1. Tableau Aggregate Functions
  2. Tableau Table Calculation
  3. Tableau Commands
  4. What is Tableau Server?
  5. How to Use Concatenate in Tableau?
  6. Quick Glance of Install Tableau Server

Tableau Training (4 Courses, 6+ Projects)

4 Online Courses

6 Hands-on Projects

39+ Hours

Verifiable Certificate of Completion

Lifetime Access

Learn More

1 Shares
Share
Tweet
Share
Primary Sidebar
Tableau Tutorial
  • Tableau Dashboard
    • Dashboard in Tableau
    • Tableau Dashboard Creation
    • Tableau Dashboard Design
    • Tableau Workbook
  • Basic
    • What is Tableau
    • What is Tableau Dashboard
    • What is Tableau Server
    • Uses of Tableau
    • Tableau Versions
    • Tableau Architecture
    • Is Tableau Free
    • Tableau New Features
    • How To Install Tableau
    • How to Use Tableau?
    • Install Tableau Server
    • Tableau Commands
  • Charts
    • Tableau Charts
    • Tableau Chart Types
    • Donut Chart in Tableau
    • Funnel Chart in Tableau
    • Gantt Chart in Tableau
    • Bubble Chart in Tableau
    • Pareto Chart in Tableau
    • Sankey Chart In Tableau
    • Stacked Bar Chart in Tableau
    • Tableau Bullet Chart
    • Waterfall Chart in Tableau
    • Line Chart in Tableau
    • Heat Map in Tableau
    • Histogram in Tableau
    • CrossTab in Tableau
    • Treemap in Tableau
    • Trend Lines in Tableau
    • Tableau Reference Lines
    • Tableau Dual Axis
    • Legend in Tableau
    • Pie Chart in Tableau
    • Tableau Storyline
  • Statement
    • Tableau IF Statement
    • Case Statement in Tableau
  • Functions
    • Tableau Functions
    • Tableau String Functions
    • Concatenate in Tableau
    • Rank Function in Tableau
    • Tableau Aggregate Functions
    • Tableau Date Functions
    • Window Sum Tableau
    • LOD Expressions in Tableau
    • LOOKUP Function in Tableau
    • Tableau Fixed Function
    • Tableau Count Distinct
    • Tableau Window Functions
  • Sort/Filters
    • Sorting in Tableau
    • Filters in Tableau
    • Types of Filters in Tableau
    • Tableau Action Filter
    • Context Filter in Tableau
    • Tableau Parameter Filter
    • Adding Filters in Tableau Dashboard
    • Tableau Context Filter
  • Advanced
    • Tableau Reporting
    • Tableau Reporting Tool
    • Conditional Formatting in Tableau
    • Data Blending in Tableau
    • Parameters in Tableau
    • Tableau Data Sets
    • Tableau Drill Down
    • Tableau Dynamic Parameters
    • Tableau Table Calculation
    • Tableau Visualization
    • Tableau Joins
    • Pivot in Tableau
    • Data Visualization With Tableau
    • Forecast in Tableau
    • Map Layers in Tableau
    • Group in Tableau
    • Tableau Group by
    • Hierarchy in Tableau
    • Sets in Tableau
    • How to create a Set in Tableau
    • Tableau Order of Operations
    • Tableau User Group
    • Tableau Calculated Field
    • Custom SQL in Tableau
  • Interview Questions
    • Tableau Interview Questions

Related Courses

Tableau Certification Course

Business Intelligence Courses

Data Visualization Courses

Footer
About Us
  • Blog
  • Who is EDUCBA?
  • Sign Up
  • Corporate Training
  • Certificate from Top Institutions
  • Contact Us
  • Verifiable Certificate
  • Reviews
  • Terms and Conditions
  • Privacy Policy
  •  
Apps
  • iPhone & iPad
  • Android
Resources
  • Free Courses
  • Database Management
  • Machine Learning
  • All Tutorials
Certification Courses
  • All Courses
  • Data Science Course - All in One Bundle
  • Machine Learning Course
  • Hadoop Certification Training
  • Cloud Computing Training Course
  • R Programming Course
  • AWS Training Course
  • SAS Training Course

© 2020 - EDUCBA. ALL RIGHTS RESERVED. THE CERTIFICATION NAMES ARE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.

EDUCBA
Free Data Science Course

Hadoop, Data Science, Statistics & others

*Please provide your correct email id. Login details for this Free course will be emailed to you
Book Your One Instructor : One Learner Free Class

Let’s Get Started

This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to our Privacy Policy

EDUCBA

*Please provide your correct email id. Login details for this Free course will be emailed to you
EDUCBA Login

Forgot Password?

EDUCBA
Free Data Science Course

Hadoop, Data Science, Statistics & others

*Please provide your correct email id. Login details for this Free course will be emailed to you

Special Offer - Tableau Training (4 Courses, 6+ Projects) Learn More