Tableau / Basic: fields, models and views

Tableau — Basic: fields, models and views

Build precise artifact, grain, role, aggregation, filter and chart foundations.

6 lessons · No account required

What you will learn

  • Distinguish authoring artifacts from hosted consumption.
  • Review scales, sorting and subset labels.
  1. Workbooks, worksheets and analytical contracts

    Separate data connections, worksheets, dashboards and publication while defining the question a Tableau view must answer.

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  2. Types, roles and discrete/continuous fields

    Distinguish a field’s stored meaning, analytical role and view representation without equating every number with a measure or every dimension with blue.

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  3. Relationships, joins, unions and grain

    Choose logical relationships or physical combination from the analytical grain and verify keys before trusting totals.

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  4. Marks, granularity and aggregation

    Explain how dimensions and aggregations define a worksheet’s marks, counts and totals before adding visual detail.

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  5. Filters, context and order of operations

    Predict the population reaching aggregation, Top N and later calculations by tracing the query pipeline.

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  6. Charts, sorting and missing data

    Choose encodings and ordering that preserve meaning when categories, periods or values are absent.

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