20+ Mac Tableau Desktop shortcuts you should know.

0:00Hey, it's Tim here, and I'm going to be

0:01showing you through some of the most

0:02important Tableau keyboard shortcuts that

0:05you should be using today in the product.

0:07Now, the thing about keyboard shortcuts is

0:10we all know they help things go faster.

0:12Keyboard shortcuts are designed to make

0:14certain functions easier to reach and

0:16easier to use.

0:17But not many people actually go to

0:19documentation like I have done here and

0:21actually look at the keyboard shortcuts

0:22that are available to you.

0:24So what I'm going to do is I'm going to

0:26summarize some of the key shortcuts you

0:27need to use.

0:28Now, this video is focused on the Mac.

0:30I have another video focused on Windows

0:33popping up in your screen above and also in

0:34the description below.

0:36Check that out. Otherwise, let's get stuck

0:38in.

0:38And by the way, at the end, let me know

0:40which is your favorite shortcut having

0:41watched this video.

0:42OK, let's get stuck in.

0:44OK, so we're inside of Tableau desktop and

0:46I'm going to show you the first shortcut.

0:48Haven't even opened any workbook.

0:50And if I hit Command N, it opens up a new

0:52instance of Tableau straight away.

0:55So let's say I want to work on three things

0:57at the same time.

0:58No one can multitask, but if you wanted to,

1:00you can open up multiple workbooks at the

1:02same time and it takes you right into the

1:04first sheet.

1:05So you don't even have to connect to data

1:07to get this to work.

1:08It opens up straight away.

1:09Now, we've still got this open before I

1:11open any other workbook to show you some

1:13worksheet shortcuts.

1:15Hit Command T and this actually opens up

1:17new worksheets for you.

1:19This is much faster than going to the same

1:21menu up here to the top and selecting works

1:23heet.

1:24It's also much faster than moving your

1:25mouse all the way down to the bottom here

1:27and finding the new worksheet options just

1:31available here for you to see.

1:33Now, for this next one, I'm actually going

1:34to close this new workbook and I'm going to

1:37open up one of the sample Superstore work

1:39books because we need a worksheet that's

1:41already been built.

1:42So here we are. We're inside of a worksheet

1:44.

1:44I'm just going to go on to this chart over

1:46here on the right hand side.

1:47Let's open that up.

1:49And now I'm inside this worksheet.

1:50Let's say I'd like some information about

1:53this worksheet.

1:53Maybe even have a description of how this

1:55worksheet is built.

1:56Hit Command E on a Mac and it actually

1:58opens up the sheet description.

2:01Now, this is a shortcut that when I first

2:02discovered it, I just couldn't believe it'd

2:04been there the whole time.

2:05It pretty much tells you what's on the

2:08sheet.

2:08It's a pretty computer built sort of

2:10description, but it's actually pretty

2:12accurate.

2:12If you read it from line to line, it even

2:15tells you what's on the marks, pains,

2:17what's on the shelves, rows, columns,

2:18filters, the dimensions, any sort of

2:21calculations that are being

2:22brought through, whether they're measures

2:24or dimensions.

2:25It pretty much covers everything, including

2:27even the data source.

2:29Super handy when you need to get some

2:31information or maybe even send someone

2:32some documentation on a particular sheet to

2:35tell them how exactly you build it.

2:37Let's say I want to navigate to some of the

2:39other sheets really, really quickly.

2:40If you hold shift command and then bracket,

2:44it actually goes backwards.

2:45And if I go bracket forward, it actually

2:47goes bracket forward there.

2:49So this is a really handy way of navigating

2:52through sheets really, really quickly.

2:54Again, without having to grab your mouse,

2:56find your way to the right tab only to

2:58realize it's the wrong one.

2:59You can just very, very quickly sort of

3:01shift through sheets and get through them

3:04much, much faster.

3:06Now, another one is obviously command S.

3:08Everyone should know that that saves your

3:10workbook.

3:11Here's a couple you might not know.

3:12Let me just cancel this.

3:14And instead, if I hit command Q,

3:16on a Mac that normally closes the workbook

3:19and closes Tableau.

3:20But if I hit command W, it asks me, do I

3:23want to save this workbook?

3:24I'll hit don't save because this is a

3:25sample workbook.

3:26And actually it takes me back to the launch

3:28screen.

3:29Now, I know lots of people are trying to do

3:31this.

3:31Well, actually, most people do is they quit

3:33Tableau, then they open it again.

3:35Well, if you don't have to do that,

3:36you just close the workbook and it brings

3:38you back to the starting point.

3:40You can just start working on the next

3:41thing or even use this quick open access

3:44menu here to get to the next workbook that

3:46you want to work on.

3:47It's a really handy time saver and I hope

3:49you're going to use it as much as I do.

3:51OK, for this next one, I'm going to need

3:53you to pay a lot of attention because I'm

3:55going to be switching from an ad hoc

3:57calculation to the data search pane.

3:59So let's go ahead and double click in the

4:01row shelf here.

4:02This opens up an ad hoc calculation.

4:04I type my calculation, so cells and I hit

4:08enter to autocomplete that.

4:09Close the brackets.

4:10Then I go to add some of something else

4:13and I forget what the field I want is. I

4:14can't remember which version I'm supposed

4:16to be using. So what's this?

4:18As I hit command F, this actually changes

4:21the focus to the data search pane.

4:23I can then use some of the new search

4:24parameters and colon to search for a

4:27measure called profit.

4:29And then you see here that there's only one

4:31that I actually need.

4:32And it's this one over here, profit.

4:34So I can drag that in.

4:35And that's another little tip here.

4:37You can always drag these comments straight

4:38into the calculation window.

4:39And boom, we have a calculation and it's

4:41finished.

4:42So the key focus there is that we're

4:44actually able to change the cursor's focus

4:47from my ad hoc calculation to the data

4:50search pane search function and then

4:52finish my calculation back in the ad hoc

4:54space.

4:55Now, one thing to note, this doesn't work

4:58if you've already got

4:58the calculation window open because this

5:00calculation window is almost stealing

5:02the focus of whatever you're doing.

5:04So if your cursor is in here, it's not

5:05going to work.

5:06So if I just type in something here, hit

5:08command F, you'll see nothing changes or

5:10just continue typing in here.

5:12But if you leave this calculation window

5:14open, you go back to your ad hoc

5:16calculation, you start typing something

5:18there, hit command F, it does change.

5:21So you need to make sure that the main

5:23focus of what you're working on is

5:25actually the workbook and not some other

5:27modal window like this calculation window

5:29that's sort of stealing your focus.

5:31OK, that's pretty much the feature in a

5:32nutshell.

5:33Let's go ahead and clean this up so we

5:35don't have this broken calculation in our

5:37view.

5:37Now, this next one's so cheeky,

5:39you'd be surprised if you've never even

5:41tried it before.

5:42Command R, what does that do?

5:43It simply refreshes the data source.

5:45Let's say you're connected live to a

5:46database and you just need a fresh set

5:48of data or you need to make sure you're

5:50seeing the latest data in the database.

5:52Hit command R and you'll get a nice live

5:55little pool of data from your database

5:57or whatever live data source you're

5:59connected to.

6:00OK, for this next one, we're going to need

6:01to go to a table.

6:03And here we are.

6:03I'm using the what if forecast in the

6:06sample workbook now.

6:07I actually think the documentation is

6:09slightly wrong here because if I if I show

6:10you this, it says make the rows

6:13narrower control command left arrow, let's

6:16go ahead and use that a second.

6:18So let's go ahead and hit back inside the

6:20tableau control command left arrow.

6:23Now, to me, that made the columns narrower.

6:27But they've actually said the rows narrower

6:29.

6:29That to me is not right.

6:30So this should actually say make the

6:32columns narrower and it should say make

6:36the rows taller or shorter, but in the

6:38documentation they've sort

6:39of got it slightly the wrong way around.

6:41So if that catches you out, that's just

6:42something to be aware of.

6:43But the shortcut is pretty much the same.

6:46So we're using control command left, right,

6:49down, up and

6:51that's everything, actually.

6:52Yeah. So let's go ahead and try that.

6:54So let's hit control command.

6:56Now we're going to make the rows taller,

6:59make the rows shorter, make the columns

7:02narrower, make the columns wider, and I'm

7:05just basically holding control

7:07command and using the up and down arrows to

7:09do this.

7:10It's a really nice, fast way of doing this

7:12in a uniform way and making sure

7:14everything's working.

7:15And don't forget, command B to make

7:18everything smaller uniformly,

7:20command shift B to make everything larger

7:22in a uniform way.

7:24That's a great shortcut.

7:25If you're working with tables a lot and you

7:26shouldn't be building tables,

7:27but if you have to, well, this might just

7:30help it make it less painful.

7:32OK, for this next one, I'm in a blank works

7:35heet because I want to show you

7:36something really cool, but you've never

7:37tried this before.

7:38Let's go ahead and bring category onto rows

7:40and sales onto column.

7:43If I select subcategory, then I hit option

7:46shift and then O.

7:47I added it to the color pane without using

7:50my mouse.

7:50That's some pretty freaky cool stuff.

7:52So I select the field, then I hit the

7:54shortcut option shift and O is

7:57the identifier for the color section here

8:00in the marks pane.

8:01If I go ahead and remove that select sub

8:04category again and I hit option shift

8:07X, surprise, surprise, it puts subcategory

8:09on the X axis,

8:10which in this case is the row shelf.

8:12If I hit option shift Y, it adds it to the

8:16to the column shelf,

8:17which is obviously the Y axis and this

8:20chart is obviously now broken.

8:21It doesn't make sense if I remove sub

8:23category from the X axis.

8:25In fact, if I just remove it from there at

8:27all, it doesn't make sense

8:28in this format, then it works a lot better.

8:31Now, I've shown you the most important ones

8:34.

8:34But of course, if you head to the tablet

8:35documentation, let me bring it back in view

8:37here.

8:38You can see that there's actually quite a

8:40few.

8:40So every single shelf has its own shortcut

8:43and it all starts with option shift.

8:44And honestly, where it makes sense,

8:47it makes absolute sense what the shortcuts

8:50are.

8:50X and Y for the rows and shelf, T for the

8:54text and labels.

8:54That makes absolute sense.

8:55S for the shape, R for rows, shelf, P for

9:00pages.

9:01And it makes absolute sense.

9:03And C for columns.

9:04So you can do things in multiple ways.

9:06You don't just have to hit X and Y.

9:08The most obvious ones and also the sort

9:11of phonetic ones also work in this

9:12particular case.

9:13So really great set of shortcuts to be

9:16aware of.

9:17Once you once you know these shortcuts,

9:19it gets so, so, so easy to start to use

9:21them more often.

9:22The last one while we're here is swapping

9:25columns and rows.

9:26Now, typically there's the shortcut here

9:29where you can just go ahead and click on

9:30that and it actually does this for you

9:32here in the top toolbar, but one you can

9:35just use yourself is control command W.

9:40Now control command W.

9:42Boom. And we're done.

9:44OK, so hit that again and we're done.

9:46So if you're just in the flow of analysis,

9:48you don't touch your mouse.

9:49You can just keep doing that.

9:50And it's actually much faster.

9:52I think I can do it

9:53three times before I find the cursor, go up

9:57, hit the wrong thing,

9:59switch it.

10:00You can see I completely maligned that.

10:02It just shows you an perfect example of why

10:04you should be using this.

10:05It's just much, much, much faster once you

10:07have them.

10:07OK, now the other thing is if you're

10:10on a Mac, there is one thing that Windows

10:12users just don't have.

10:13It's nothing specific to Tableau.

10:14It's in fact just a Mac feature that you

10:16get with every application.

10:18That is, if you go to the help bar,

10:20you can actually search for functions here.

10:22OK, so let's say I want to open a new works

10:25heet.

10:26OK, if I go over here and hover over it

10:29actually shows me where that thing is.

10:31And whilst it's there,

10:33if there's a shortcut, it actually shows me

10:35the shortcut in the menu option.

10:37So this is something that, you know,

10:38Windows users just don't get. Mac users

10:40have this day in, day out.

10:42So if you're a Mac user, absolutely use

10:44this.

10:44Let's say you can't find something and it's

10:46relating to dashboards.

10:47Well, just type dashboards.

10:48You need to be able to spell.

10:50I can't seem to do that today.

10:51But you see it highlights the location in

10:54the menu.

10:54This makes it so much easier to get to

10:57certain things and understand where they

10:59are.

10:59One thing I can never find are the settings

11:02for tables.

11:03So if I just type in table and I can go

11:06here and it actually gives me all the table

11:08layout options.

11:09So these options, I never remember where

11:11they are.

11:11I'm always sort of hunting for them down

11:14below.

11:14And again, you can see some of these

11:16shortcuts

11:17are highlighted in the menu as we navigate

11:19through these.

11:20So this is a bit of a trippy thing to sort

11:21of move your cursor through.

11:23But again, it's an absolute lifesaver if

11:25you're a Mac user.

11:26Now, to finish off this video, I'm just

11:28going to remind you again,

11:29head on over to the shortcuts page and you

11:31'll find a list of really cool shortcuts.

11:33I couldn't possibly cover every single one

11:35of them.

11:35I'm going to be doing another shortcut

11:37video,

11:37this time focused on interface shortcuts.

11:40So these aren't keyboard shortcuts.

11:41They're shortcuts and little hacks almost

11:44you can use to make building certain

11:46things faster by clicking and dragging or

11:48doing things you wouldn't think are

11:49possible to make it easier to manipulate

11:51certain aspects in Tableau.

11:53So be sure to check that video out.

11:55Now, the last set of shortcuts I want to

11:57show you are for Tableau Online and Tableau

11:59Server, you can't get away with shortcuts

12:02just in desktop.

12:03You're going to have to implement them

12:04online as well, because Tableau Online and

12:06Tableau Server are quickly becoming one of

12:08the easiest places to create new

12:10workbooks straight from the data sources

12:12already available to you in Tableau Server.

12:14So let's go through some shortcuts for this

12:16too.

12:17Now, earlier on, I showed you how to do new

12:19worksheets.

12:19Now on Tableau Online, it's slightly

12:21different because the browser shortcuts

12:23can kind of intersect some of the desktop

12:25shortcuts we were using.

12:26So for this one, command option or alt T

12:31opens a new sheet.

12:32So you can see here I now have sheet two.

12:34Let's do that again. Command option TTT.

12:36I'm going to hit that a little bit more.

12:38And you can see it's not as fast as desktop

12:40, but it does actually open up new

12:41tabs and you can see that changing in front

12:44of you.

12:44With Tableau Online, it doesn't make as

12:46much sense because you

12:48think that this is saving all the time.

12:49But if you hit command S, it actually gives

12:51you the option to save the workbook.

12:53Now, in real terms, it's not really going

12:56to lose your work.

12:57But actually, when you hit command S for

12:58the first time, what you're actually doing

13:00is putting your workbook in a particular

13:02project.

13:03So it's really handy shortcut to know,

13:05because what I personally do is open

13:07the workbook and immediately save it so

13:10that I make sure that it's in the right

13:11place.

13:12And for some reason, it just gives me

13:13confidence.

13:14I smash command S all the time in Tableau

13:16Desktop.

13:17It does do some auto saving in the

13:18background,

13:19but I just hit command S out of habit all

13:21the time.

13:22So this is great to know also the Tableau

13:24Online.

13:25Now, I'm not going to save this workbook.

13:26I'm going to go ahead and hit cancel.

13:28But the other shortcut you might want to

13:30know, let's say you've built something out.

13:31Let's just say we bring a category onto

13:34rows, cells, onto columns.

13:37I did it again. I built them the wrong way

13:38around.

13:39I know, I know.

13:40So let's rotate this round 90 degrees.

13:43And let's say I want to go into full screen

13:44mode.

13:45Well, for this one, you just need to hit

13:47command control F.

13:48So command control F that puts you into

13:51full screen mode and it takes up the whole

13:53screen.

13:54Now, my full screen just chops off the

13:56bottom of the screen.

13:56So you actually can't see the access

13:58correctly.

13:59But actually, if you hit the same shortcuts

14:01again, actually exits the full screen.

14:03So hit command control F again and now you

14:05're back to the view.

14:07Now, this is handy in the Web Editor

14:08because you've got all the space here at

14:10the top that can kind of get in the way.

14:12So it's actually quite handy to be able

14:13to go full screen mode and just edit your

14:16view using the whole entire browser.

14:18You can almost forget that you're in the

14:20browser version of Tableau

14:21desktop or Tableau online and then hit

14:24command control F,

14:25come out of this world and back into the

14:27browser and carry on as you are.

14:29Now, one of the last shortcuts I'll show

14:31you here is that obviously holding command

14:33still works when you click and drag

14:34something.

14:35So if you hit command, then drag category

14:37onto color.

14:38It actually copies the field and in this

14:40case creates a copy that goes onto the

14:42color pane.

14:42And then we have the bars colored by

14:46category.

14:47So that's, again, a really nice, short,

14:49handy feature.

14:49Now, the key thing to remember with these

14:51shortcuts, especially on Web Editor, is

14:53browser shortcuts can sometimes clash.

14:55An example is command D.

14:57That's actually a documented shortcut for

14:59opening up the data pane.

15:00But in Chrome, it actually clashes with the

15:03ability to add a bookmark.

15:04So you can actually see it on screen here

15:05because it's in another window.

15:07But you have to make sure that some of

15:10these

15:10shortcuts actually work in your particular

15:12setup, depending on the browser you're

15:14using and or depending on how you set up

15:17other applications to use those shortcuts

15:19if they're application wide or OS wide

15:22shortcuts.

15:23So that's pretty much it.

15:24That's all the shortcuts that I could

15:25possibly show you in one video.

15:27I hope you find some of them useful.

15:28Let me know some of the most useful

15:30shortcuts in the comments below.

15:32And I hope you start to get your fingers

15:34used to these shortcuts and I hope it

15:36makes you work a little bit faster. Let me

15:38know in the comments below.

15:39If you like the video, you know what to do.

15:40If you don't like the video, let me know in

15:42the comments below and we'll try and

15:44improve the quality of the content that we

15:45're producing.

15:46Thank you very much. I'll catch you in the

15:47next one.

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