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TABLEAU-BASICS5 MIN READ

Sort Tableau Fields by Role

Categorize fields as dimensions, measures, discrete dates, or continuous measures before building.

Sort each card into the Tableau role it most likely plays in a beginner worksheet. Dimension / category Measure / quantity Discrete date bucket Continuous date axis Region used to split sales by market Customer Name used as row headers Sales summed on an axis Profit averaged or summed YEAR(Order Date) as separate headers MONTH(Order Date) as a timeline

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