What is a tableau workbook?

A Tableau workbook is a file created using Tableau software to visually analyze and present data. It consists of one or more worksheets, dashboards, and stories.

  1. Worksheets: Worksheets are the individual visualizations created using Tableau. They contain all the visual elements such as charts, graphs, maps, and tables. Each worksheet can be customized with various features like filters, sorting, calculations, and formatting.

  2. Dashboards: Dashboards are a collection of multiple worksheets arranged together on a single screen. They provide an overview of the data and allow users to interact with the visualizations. Dashboards can be designed to be interactive, with filters, selectors, and actions to enable dynamic exploration of data.

  3. Stories: Stories are a sequence of interactive dashboards or worksheets that convey a narrative or insight from the data. Each story point is a snapshot of a specific visualization or analysis, and users can navigate through the story points to understand the data story.

  4. Data Connections: Tableau workbooks are connected to various data sources like Excel, CSV files, databases, or even live data connections. These connections allow users to retrieve and analyze data. The data can be blended, transformed, or joined to create meaningful visualizations.

  5. Sharing and Collaboration: Tableau workbooks can be shared with others in various formats like Tableau Desktop (.twb), Tableau Reader (.twbx), or Tableau Server/Online. By sharing workbooks, users can collaborate, present findings, and allow others to explore or interact with the data.

  6. Customization and Formatting: Tableau workbooks offer extensive customization options and formatting features. Users can modify colors, fonts, sizes, layouts, and backgrounds to match their preferences or corporate branding. Various analytic functions and calculations can also be applied to analyze data effectively.

Overall, Tableau workbooks are versatile tools that enable users to visually explore data, analyze patterns, uncover insights, and present findings in an interactive and visually appealing manner.