When a field is placed from the data window into the view canvas, Tableau creates a pill. Whether a pill is a dimension or measure or continuous or discreet affects the analysis and view.
-The pill can contain continuous or discreet data. Continuous data can take any value in a range. Discreet data have distinct separate values.
-Dimensions are discreet and Measures are continuous.
-Discreet pills are blue in color and continuous are green in color.
-Dimension and Measure can be changed to discreet or continuous by right-clicking and selecting the desired type.
-When a continuous pill is dropped into the view it creates an axis.
-When a discreet pill is dropped into the view, it creates a label/header.
-Color is also decided to depend on whether - the pill is continuous or discreet.
-Filtering on a discreet field such as category will ask for the specific values.
-Filtering the continuous field such as profit will first ask if you want to filter at the row-level or
-Aggregate level and then bring up options for continuous ranges.
-In Maps, the default color depends on whether a field is continuous or discreet.
-A measure on Color will create a filled map. A dimension on the color will create a Symbol map. But whether the color is gradient or palette still depends on whether the pill/field is continuous or discreet.
Exercise: Use Tableau sample data source Sample- Superstore.xls located under \My Tableau Repository\Data sources. Create a Map by using State and Region in one sheet and State and Sales in another sheet. Refer to downloaded workbook – sheet/s - SymbolMap_Color and FilledMap_Color.
It is important to structure your workbook for ease of use and development.
-Fields can be organized in folders.
-Keep related fields in a folder.
-Hide all unused fields.
-Workbook many contain multiple sheets and dashboards. Color related sheets and dashboards.
-Hide unused worksheets.