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Smathers Libraries Assessment and User Experience

Useful Tableau Terms

The following table describes some of the common terms that are used in the Reader help.

 

Cross-tab

Another name for a text table or a table of numbers.

Dashboard

A collection of views shown in a single location where you can compare and monitor a variety of data simultaneously.

Data source

The underlying data that Tableau Reader is connected to. You can't change the data source in Tableau Reader.

Filter

A control on a view that limits the data shown in a view. For example, a filter on Region that only includes the West.

Marks

A visual representation of one or more rows in a data source. Mark types can be bar, line, square, and so on.

Packaged workbook

A type of workbook created in either Tableau Desktop or Tableau Server. These files contain both the workbook as well as copies of the referenced local file data sources and background images.

Pane

The row and columns areas in a view.

Repository

A folder located in your My Documents folder that stores workbooks.

View

The visual representation of your data in a worksheet or dashboard.

Workbook

A collection of one or more worksheets and dashboards.

Worksheet

A single view of data. Each worksheet can be connected to a single data source.

Useful Excel Terms

For a full glossary of excel terms, click here

Term Definition
Cell A box formed by the intersection of a row and column in a worksheet or a table, in which you enter information.
Cell Reference The set of coordinates that a cell occupies on a worksheet. For example, the reference of the cell that appears at the intersection of column B and row 3 is B3.
Column heading The lettered or numbered gray area at the top of each column. Click the column heading to select an entire column. To increase or decrease the width of a column, drag the line to the right of the column heading.
Fill Handle The small black square in the lower-right corner of the selection. When you point to the fill handle, the pointer changes to a black cross.
Filter To display only the rows in a list that satisfy the conditions you specify. You use the AutoFilter command to display rows that match one or more specific values, calculated values, or conditions.
Formula A sequence of values, cell references, names, functions, or operators in a cell that together produce a new value. A formula always begins with an equal sign (=).
Workbook A spreadsheet program file that you create in Excel. A workbook contains worksheets of rows and columns in which you can enter and calculate data.
Worksheet The primary document that you use in Excel to store and work with data. Also called a spreadsheet. A worksheet consists of cells that are organized into columns and rows; a worksheet is always stored in a workbook.

Excel Keyboard Shortcuts

Action Shortcut
Close a workbook. Ctrl+W
Open a workbook. Ctrl+O
Go to the Home tab. Alt+H
Save a workbook. Ctrl+S
Copy selection. Ctrl+C
Paste selection. Ctrl+V
Undo recent action. Ctrl+Z
Remove cell contents. Delete
Choose a fill color. Alt+H, H
Cut selection. Ctrl+X
Go to the Insert tab. Alt+N
Apply bold formatting. Ctrl+B
Center align cell contents. Alt+H, A, C
Go to the Page Layout tab. Alt+P
Go to the Data tab. Alt+A
Go to the View tab. Alt+W
Open the context menu. Shift+F10 
Add borders. Alt+H, B
Delete column. Alt+H, D, C
Go to the Formula tab. Alt+M
Hide the selected rows. Ctrl+9
Hide the selected columns. Ctrl+0

Excel Training Resources

UF Information Technology Training offers excellent resources for learning excel, including handouts and recorded Classes.

Basic Functions

Charts

Conditional Formatting

Dashboards

Data and Pivot Tables

Macros

 

 

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