Tableau 简明教程

Tableau - Navigation

在本章中，您将熟悉 Tableau 界面提供的各种导航功能。在运行 Tableau 桌面时，您将获得显示我们可以导航的所有命令的顶部菜单。让我们打开一个空白工作簿，并逐一了解每个菜单下的各种重要功能。

In this chapter, you will get acquainted with various navigational features available in Tableau interface. On running Tableau desktop, you get the menu at the top which shows all the commands we can navigate. Let’s open a blank workbook and go through the various important features under each menu.

Menu Commands

单击"获取开始"窗口时，您将获得包含所有可用菜单命令的主界面。它们代表 Tableau 中可用的整个功能集。以下图片中显示了菜单的各个部分。接下来，您还可以看到每个菜单的一些详细信息。

On closing the getting started window, you get the main interface with all the available Menu commands. They represent the entire set of features available in Tableau. Various sections of the menu are shown in the following diagram. Next, you can see some details of each menu.

main window

File Menu

此菜单用于创建一个新的 Tableau 工作簿，并从本地系统和 Tableau 服务器中打开现有的工作簿。此菜单中的重要功能包括：

This menu is used to create a new Tableau workbook and open existing workbooks from both the local system and Tableau server. The important features in this menu are −

  1. Workbook Locale sets the language to be used in the report.

  2. Paste Sheets pastes a sheet into the current workbook, which is copied from another workbook.

  3. Export Packaged Workbook option is used to create a packaged workbook, which will be shared with other users.

1 File menu

Data Menu

此菜单用于创建新的数据源以为分析和可视化获取数据。它还允许您替换或升级现有的数据源。

This menu is used to create new data source to fetch the data for analysis and visualization. It also allows you to replace or upgrade the existing data source.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. New Data Source allows to view all the types of connections available and choose from it.

  2. Refresh All Extracts refreshes the data from the source.

  3. Edit Relationships option defines the fields in more than one data source for linking.

2 Data menu

Worksheet Menu

此菜单用于创建新的工作表，包含各种显示功能，如显示标题、标题等。

This menu is used to create a new worksheet along with various display features such as showing the title and captions, etc.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. Show Summary allows to view the summary of the data used in the worksheet such as, count, etc.

  2. Tooltip shows the tooltip when hovering above various data fields.

  3. Run Update option updates the worksheet data or filters used.

3 worksheet menu

Dashboard Menu

此菜单用于创建新的仪表盘，包含各种显示功能，如显示标题、导出图像等。

This menu is used to create a new dashboard along with various display features, such as showing the title and exporting the image, etc.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. Format sets the layout in terms of colors and sections of the dashboard.

  2. Actions link the dashboard sheets to external URLs or other sheets.

  3. Export Image option exports an image of the Dashboard.

4 dashboard menu

Story Menu

此菜单用于创建新的 story，该 story 具有许多具有关联数据 sheet 或仪表板。

This menu is used to create a new story which has many sheets or dashboards with related data.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. Format sets the layout in terms of colors and sections of the story.

  2. Run Update updates the story with the latest data from the source.

  3. Export Image option exports an image of the story.

5 story menu

Analysis Menu

此菜单用于分析 sheet 中显示的数据。Tableau 提供许多开箱即用的功能，例如计算百分比和执行预测等。

This menu is used for analyzing the data present in the sheet. Tableau provides many outof-the-box features, such as calculating the percentage and performing a forecast, etc.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. Forecast shows a forecast based on available data.

  2. Trend Lines shows the trend line for a series of data.

  3. Create Calculated Field option creates additional fields based on certain calculation on the existing fields.

6 analysis menu

Map Menu

此菜单用于在 Tableau 中构建地图视图。您可以为数据中的字段分配地理角色。

This menu is used for building map views in Tableau. You can assign geographic roles to fields in your data.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. Map Layers hides and shows map layers, such as street names, country borders, and adds data layers.

  2. Geocoding creates new geographic roles and assigns them to the geographic fields in your data.

7 map menu

Format Menu

此菜单用于应用各种格式设置选项，以增强所创建仪表板的外观。它提供了边框、色彩、文本对齐等功能。

This menu is used for applying the various formatting options to enhance the look and feel of the dashboards created. It provides features such as borders, colors, alignment of text, etc.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. Borders applies borders to the fields displayed in the report.

  2. Title & Caption assigns a title and caption to the reports.

  3. Cell Size customizes the size of the cells displaying the data.

  4. Workbook Theme applies a theme to the entire workbook.

8 format menu

Server Menu

服务器菜单用于在你拥有权限时登录 Tableau 服务器，并发布结果以供其他人使用。它还可以用来访问其他人发布的工作簿。

Server Menu is used to login to the Tableau server if you have access, and publish your results to be used by others. It is also used to access the workbooks published by others.

此菜单中的重要功能包括：

The important features in this menu are as follows −

  1. Publish Workbook publishes the workbook in the server to be used by others.

  2. Publish Data Source publishes the source data used in the workbook.

  3. Create User Filters creates filters on the worksheet to be applied by various users while accessing the report.

9 server menu