Give a chestnut! Tableau Tips (62): An Overview of the Tableau Shortcuts Essential for Keyboard Man

published: 2021-05-24

Recently, many Tableau users turned to me for help: "Ada, my "smart display" suddenly disappeared! What should I do?"

Do not worry! I teach you an easy way:Use shortcut keys. Press Ctrl+1 (Mac User: Command-1) at the same time to quickly open the "Smart Display".

In addition, if you accidentally mishandled the operation and saved the operation by mistake, how to retreat to the last saved state? In fact, just press the shortcut key F12 (Mac user: Option-Command-E) and it will be OK.

Seeing this, maybe you have more questions: how to release the selected actions in the worksheet and dashboard, how to quickly copy the fields in the view to place on another ribbon or card...

So let's take a look, in Tableau, what other scenes can be quickly fixed with shortcut keys!

In this issue of "Give a Chestnut", the Tableau technique that Ada wants to share with everyone is: Overview of the Tableau shortcuts necessary for the keyboard man.

Considering the different operating systems used by different users, we will also share shortcuts for both Windows and Mac systems.

Common shortcuts

Select all data:Ctrl+A | Command-A

Copy selected data:Ctrl+C | Command-C

Activate the find command in the Data pane:Ctrl+F | Command-F

New workbook:Ctrl+N | Command-N

open a file:Ctrl+O | Command-O

save document:Ctrl+S | Command-S

Paste the clipboard content:Ctrl+V | Command-V

Undo:Ctrl+Z | Command-Z

Refresh data source:F5 | Command-R

Uncommon shortcuts

Intelligent display (Figure 1):Ctrl+1 | Command-1

Restore the workbook to the last saved state:F12 | Option-Command-E

Clear selected content (Desktop and Reader only):Esc | Esc

Pan in view (Figure 2):Shift+Drag | Shift-Drag

Copy the fields in the view to place them on another ribbon or card (Figure 3):Ctrl+Drag | Command-Drag

Add fields to the view (Figure 4): double click | double click

Uncommon shortcuts Figure:

Figure 1: Turn on "smart display"

Figure 2: Hold down the shift and drag the worksheet to the dashboard to achieve floating editing effects.

Figure 3: Hold down Ctrl to drag a field in a row or column to copy

Figure 4: Double click to add a field to the view

Tableau regular shortcuts

Next, let's take a look at what are the regular keyboard shortcuts when using Tableau on a daily basis.

Navigation and selection shortcuts

In addition to the standard keyboard shortcuts above, you can use some combination of keyboards to make the navigation and selection of markers faster.

Field selection shortcut

You can also quickly and easily create views and select fields with a combination of multiple keyboards and mice.

Today's Tableau trick, are you getting it?Open your Tableau and try it out!