VIDEO TRAINING SERIES: Post 8 of 10

Welcome to the eight post in our Marquis Academy training series on Quick Tips for Tableau Server.

VIEW UNDERLYING DATA

Tableau helps you see and understand your data. But do you ever wonder how Tableau got a number on your visualization? You can see all the data that’s making up a particular mark by “Viewing the Underlying Data.”

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For instance, if you'd like to see all the records that contribute to a number on your visualization, select the mark, and wait for the tooltip to come up. Then, click on the grid icon, which will open up a new browser window with your underlying data.

As a quick caveat – if you don’t see the grid icon on your Tableau Server, it’s either because the dashboard is using a data source that doesn’t support this feature, or because you don’t have permission to access the feature. Contact the dashboard author or your Tableau Server administrator to learn more.

This first view will just show you summarized data. To see all of the underlying records, select the “Full Data” tab. This may take a few moments to load. Make sure to take note of the checkbox, “Show all columns.” If left unchecked, it will only show the fields that are included in the view. Checking the box pulls in all the other fields in the data source. So, if you want to look for information that is NOT in your view, make sure to select that box. You can download your records to a CSV file for use elsewhere by selecting “Download all rows as a text file.”

Tableau Server is an efficient, easy-to-use platform for getting the precisely the data you need, when you need it. Tune in to our next video to find out how to get your data to come to you!

Tableau helps you see and understand your data. But do you ever wonder how Tableau got a number on your visualization? You can see all the data that's making up a particular mark by "Viewing the Underlying Data."

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