At the top, among the different menus of Tableau, you can find the Worksheet menu, which contains a few interesting options:
Again, let's focus on the more important ones:
- Export allows you to export the Worksheet as an image, a CSV file, or an Excel cross-tab. If you choose the image, a new window opens where you can customize the result. The Data and Excel exports both convert the visualization into a table.
- Tooltip... is a shortcut to edit the tooltip.
- With the different Show ... options, you can display or hide many different shelves or cards. The Caption is a quick description of the Worksheet, and the Summary adds statistical information. Both are displayed in the following screenshot:
- Describe Sheet... opens a window with a complete description of the Worksheet.
- Duplicate as Crosstab duplicates your current Worksheet in a new one, and transforms the visualization into a table.
With a right-click on the Worksheet tab, at the bottom, you can also duplicate the Worksheet as a cross table.
The last sets of options are available with a right-click on the View.