Add to Sheet: Double-Click

Tableau supports an additional method for automatically generating views of data called Automatic Double-Click. To use this method, double-click fields in the Data window you are interested in. Tableau automatically adds each field to the view. That is, each double-click results in an additional field added to a shelf in an intelligent way. Like Show Me!, this function leverages Tableau’s ability to make an intelligent “best guess” of how the data should be displayed. Double-clicking sometimes creates a view that you can use without further modification. More often, it can provide a starting point, which you can then modify to get the ideal result.
  1. Double-clicking the Profit measure in the Data window automatically adds that field to the view in an intelligent way.

  2. Double-clicking the Department dimension in the Data window automatically adds that field to the view based on the fact that Profit is already on the Rows shelf.

  3. Double-clicking the Order Date dimension in the Data window automatically adds that field to the Columns shelf based on the placement of other fields in the view. As you double-click fields they are successively added to the view. The order in which you click fields determines the type of view created.

The following table describes some of the rules used in creating automatic views by double-clicking fields in the Data window.
Text Table Adding a dimension first produces a text table (or cross-tab). All subsequent clicks on fields result in refinement of the text table.
Bars Adding a measure first and then a dimension produces a bar view. All subsequent clicks result in refinement of the bar view, unless a date dimension is added, at which time the view is changed to a line.
Line Adding a measure and then a date dimension produces a line view. All subsequent clicks result in refinement of the line view.
Continuous Line Adding a continuous dimension and then a measure produces a continuous line view. Subsequent dimensions result in refinement of the continuous line view. Subsequent measures add quantitative axes to the view.
Scatter Adding a measure and then another measure produces a scatter view. Subsequent dimensions result in refinement to the scatter view. Subsequent measures will create a scatter matrix.
Maps Adding a geographic field produces a map view with latitude and longitude as axes and the geographic field on the Level of Detail shelf. Subsequent dimensions add rows to the view while subsequent measures further refine the map by adding size and color encoding.

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