There are multiple cards or functional areas in a Tableau workbook that provide various functionalities. These include cards such as the marks card, which consists of the pre-attentive attributes like color, size, label etc., or the pages card which enables dividing the visual into multiple views as per a dimension. One such card, which is a lesser known feature as it is hidden by default, is the Worksheet Summary Card. It is an amazing feature to use while you are in the data exploration phase since, alongside your visual, you get at-a-glance descriptive statistics related to each measure present in the view. The statistics get updated in real time if certain data point selections are made on the visual or certain filters are selected, added or removed.
The Worksheet Summary Card can be customized in terms of what kind of statistical measures you want to see. The metrics are displayed for all marks in the view, or as per your selection.
You should understand the basic and advanced metrics that are available for selection in the Worksheet Summary Card.
The following metrics are displayed by default when the Worksheet Summary Card is activated:
Before diving into the advanced metrics, you should understand two statistical terms: quartiles and the distribution curve.
Quartiles: As the median divides the data into two halves, quartiles divide the data into four quarters. The three quartiles, or dividing cuts, are referred to as:
Distribution curve: If the data points are plotted along an axis and most of the data points lie along the median, it is referred to as a normal distribution or bell curve.
In case most of the values are larger or smaller, the curve tends to be skewed towards right or left. This is referred to as skewness of the data set.
Similarly, in case of more or less existence of outliers, i.e. extremely small/large data values, the data set is said to have excess kurtosis.
The following metrics can be added by clicking on the mark on the upper right arrow in the Worksheet Summary Card.
Activate Summary Card
The Summary Card is activated and displayed at the right of your visual by default.
Change position of Summary Card
Updated metrics in Summary Card upon filter/marks selection
Adding advanced metrics to the Summary Card
There are a couple of things you should keep in mind when using the Worksheet Summary Card:
Feel free to explore this course to take a deep dive into Integrated Analytics with Tableau.