Not everyone is a Tableau guru, at least not yet. To help Tableau rookies, we’re starting from square one with the Tableau Essentials blog series. The series is intended to be an easy-to-read reference on the basics of using Tableau Software, particularly Tableau Desktop. Since there are so many cool features to cover in Tableau, the series will include several different posts.

Now that we have some basics out of the way and a few chart types in our arsenal, it’s time to move onto some of the finer points of data visualization in Tableau. First, let’s talk about formatting.

Most of us know the saying, “don’t judge a book by its cover,” but that couldn’t be more untrue when it comes to data visualization. If a viz doesn’t immediately grab our attention, it more than likely withers away in obscurity. 

Attractive formatting is important because it can transform a plain data visualization into something unique and engaging. Fortunately for us, Tableau gives us several different ways to tweak and customize our vizzes however we like, and that’s exactly what we’ll be covering in our next sub-series called Formatting Tips.

Above: An example of how a little formatting (custom shapes) can enrich a viz. 

Formatting Tips

Below is a complete list of Formatting Tips posts that can help you transform your vizzes into works of arts. Check back frequently for new additions.

1. Custom Shapes
2. Labels
3. Color
4. Tooltips
5. Maps

Conclusion

Obviously, there is a lot to cover when dealing with chart types and the different methodologies behind each of the above visualizations. Let us know when and how you like to use these different views. 

Want to learn more about Tableau? Here are the other Tableau Essentials posts we have so far:

• The Toolbar (Interface)
• The Sidebar (Interface)
• The Worksheet Canvas (Interface)
• Measures & Default Properties
• Connect to Data
• Title, Caption & Summary
• The Status Bar
• Chart Types (Sub-series)
• Formatting Tips (Sub-series)

More articles are coming soon, so check back regularly.

As always, let us know if you have any questions or comments about this post or Tableau in general. If you’re looking for personalized training or help with something bigger, contact us directly!