Formatting is a process of arranging the views and tools in the worksheet in a meaningful way. Tableau has provided a wide range of formatting options, by using these options we can format almost everything you see in the worksheet, like fonts, lines, graphs, shades, and borders.
You will find the Format tab at the top of the Tableau workspace as shown below, Once you click on the Format tab, you will find the different format options as below.
The following example demonstrates formatting axes in Tableau.
- Open Tableau and click on Connect to Data.
- Then the Connect page will open, click on Microsoft Excel.
- Navigated to the downloaded files, select Sample Superstore.xls excel file, which is a saved excel file, and click on Open.
- You can download a Sample Superstore.xls excel file from the link: https://chercher.tech/files/
- Once the data source has been connected, open a new worksheet by clicking on sheet1.
- Sample Superstore.xls excel file contains the below details.
- Drag a dimension variable Sub_Category to the Column shelf and a measure variable Profit to the Row shelf as below.
- Click on the verticle axis(Profit) and highlight it and then right-click on the verticle axis(Profit) and select the Format option from the list as shown below.
- Once you click on the Format option, you will get a Format SUM(Profit) window, which contains many options to format your view, like:
Introduction to Tableau
Format font helps you to specify the font, style, size, and color for either the pane text or header text, or both.
For example: In the view below, the header text is set to use the Tableau Bold font with purple color, and the axis is set to use Tableau Bold with light orange color as shown below.
- In the same way, you can also change the font size of a Title, and color of the font as below.
Data Sorting in Tableau
Tableau uses visual best practices to determine how text is aligned in a view, but you can also customize the text.
- Consider the following View.
- Click on the verticle axis(Count of Quantity) and select the Format option.
- Click on Fields and select either Row or Column to set alignment.
- Next, select the Axis tab and go to the Alignment section, and select UP, the numbers in the verticle row will be set to UP as shown below.
- In the same way, if you select scale alignment to Normal the scale will look as below.
- If you select the scale alignment to Down, then the result will be as shown below.
- In the same way, you can select the Field as Quantity(bin) and set the alignment to Normal, Up, Down, or Automatic.
Shading settings control the background color of the pane and headers for totals, grand totals, as well as for the worksheet areas outside those areas.
- Consider the above graph only.
- Go to Format and select the Field Count of Quantity.
- Next, click on Axis and click on shading and select the color which you want, in the right pane you can see that the row has been highlighted with the selected color as below.
- In the same way, you can shade the column scale filed as below.
- Click on Shading and select the sheet tab.
- Now, you can shade the worksheet, Pane, and Header by clicking on the worksheet dropdown, Pane dropdown, and Header dropdown respectively.
Calculations in Tableau
Borders are the lines that surround the table, pane, cells, and headers in a view. You can specify the border style, width, and color for the cell, pane, and header areas. You can also format the row and column dividers in the view.
Create a crosstab by dragging Sub_Category to the Column shelf and State variable to the Row shelf, and Sales to the labels in the marks shelf as shown below.
Right-click on the row and then select the Format option as shown below.
Click on the Format Borders option and click on Cell dropdown under Sheet, you will find a list of lines and colors, here you can select the border style and thickness, and color.
You can set the border style and color for Cell, Pane, and Headers in the crosstab by clicking on the respective dropdowns.