Hot Keys & Keyboard Shortcuts in Tableau

Are you as efficient as you could be in Tableau when it comes to finding functionality?

Contributor & Author: Tiffany Spaulding
Reference: Click Here
Most of Tableau's functionality is designed for access with Drop-Down Menus, Right Click Menus and Toolbar Buttons, but the software also has over 250 keyboard shortcuts. Coming in from the world of architecture and design, most of my previous software programs (AutoCAD, Illustrator, and Revit) were heavily dependent on Keyboard Shortcuts and Hot Keys. For me, there was a huge shift in thinking as I transitioned into the tool, having to focus heavily on menu actions instead of coding in commands from my keyboard.
In my time working with Tableau and training new users, I have found some really helpful keyboard shortcuts. I've honestly been surprised at the interest level in my classes. I always poll my students to find out what their favorite part of training was. When one of my students last week said "CTRL + SHIFT + B," I ran over and gave them a High Five ... then decided it was time to publish this post of my favorite efficiency increasing hot keys. 

Tableau Specific Hot Keys/Keyboard Shortcuts:

CTRL + SHIFT + B


In any view in Tableau, this combination allows you to increase your row size one level at a time instead of trying to hover over the bottom of a row, trying to align your mouse to the perfect location where you see the double up/down arrow. Huge timesaver.To make rows skinnier, use CTRL + B. 

CTRL + W

Swap all fields from columns to rows and rows to columns.


To
 



Windows Hot Keys/Keyboard Shortcuts That Carry Over to Tableau:


CTRL + S

Saving is a manual process as there is no auto-save or recovery feature in Tableau. 
Best practice: Anytime you have the "Wow that looks kind of cool" or "Yes! I figured it out" moment let your fingers celebrate your success with a CTRL + S, "Happy Dance."

CTRL + CLICK

Selects multiple fields and adds them to grouped selections. 
(Left click on Discount, then while holding CTRL on your keyboard, click Sales. Individual fields can be selected in any order.)








SHIFT + CLICK

Select multiple fields including any members between the two clicks. 
(Left click on Discount, then while holding shift on your keyboard, click Sales. All fields in between first and last value will be selected.)








ALL Tableau keyboard shortcuts are listed below:

Description
Keyboard Shortcut

Windows
Mac
Select all data
Ctrl+A
Command-A
Use Rectangular Selection tool
A
A
Lock and Unlock Rectangular Selection tool
Shift+A
Shift-A
Smaller cell size
Ctrl+B
Command-B
Bigger cell size
Ctrl+Shift+B
Command-Shift-B
Copy selected data
Ctrl+C
Command-C
Place selected field on Columns shelf
Alt+Shift+C
Option-Shift-C
Connect to data source
Ctrl+D
Command-D
Use Lasso Selection Tool
D
D
Lock and Unlock Lasso Selection Tool
Shift+D
Shift-D
Describe sheet
Ctrl+E
Command-E
Makes the find command in the Data pane active
Ctrl+F
Command-F
Place selected field on Filters shelf
Alt+Shift+F
Option-Shift-F
Enter/Exit Full Screen

Control-Command-F
Switch in and out of Presentation Mode
F7 , Ctrl+H
Option-Return
Place selected field on Size
Alt+Shift+I
Option-Shift-I
Flip orientation of column labels at bottom of view
Ctrl+L

Place selected field on Detail
Alt+Shift+L
Option-Shift-L
New worksheet
Ctrl+M
Command-T
Turn off and on pan and zoom in a map
Ctrl + M + A

New workbook
Ctrl+N
Command-N
Open file
Ctrl+O
Command-O
Place selected field on Color
Alt+Shift+O
Option-Shift-O
Print
Ctrl+P
Command-P
Place selected field on Pages shelf
Alt+Shift+P
Option-Shift-P
Place selected field on Rows shelf
Alt+Shift+R
Option-Shift-R
Save file
Ctrl+S
Command-S
Use Radial Selection Tool
S
S
Lock and Unlock Radial Selection Tool
Shift+S
Shift-S
Place selected field on Shape
Alt+Shift+S
Option-Shift-S
Place selected field on Text/Label
Alt+Shift+T
Option-Shift-T
Paste clipboard
Ctrl+V
Command-V
Swap rows and columns
Ctrl+W
Control-Command-W
Cut text selection (e.g., in captions, titles, formulas, etc.)
Ctrl+X
Command-X
Place selected field on Rows shelf
Alt+Shift+X
Option-Shift-X
Redo
Ctrl+Y
Command-Shift-Z
Place selected field on Columns shelf
Alt+Shift+Y
Option-Shift-Y
Undo
Ctrl+Z
Command-Z
Clear the current worksheet
Alt+Shift+Backspace
Option-Shift-Delete
Make rows narrower
Ctrl+Left Arrow
Control-Command-Left Arrow
Make rows wider
Ctrl+Right Arrow
Control-Command-Right Arrow
Make columns shorter
Ctrl+Down Arrow
Control-Command-Down Arrow
Make columns taller
Ctrl+Up Arrow
Control-Command-Up Arrow
Show Me!
Ctrl+1 , Ctrl+Shift+1
Command-1
Add the selected field to the sheet. Only works with a single field
Enter
Return
Opens the Help
F1
Shift-Command-Question Mark
Deletes the selected sheet (on a dashboard)
Ctrl+F4

Closes the current workbook
Alt+F4
Command-W
Starts and stops forward playback on the pages shelf
F4

Starts and stops backward playback on the pages shelf
Shift+F4

Refreshes the data source
F5
Command-R
Skip forward one page
Ctrl+Period
Command-Period
Skip backward one page
Ctrl+Comma
Command-Comma
Cycle forward through open worksheets
Ctrl+Tab , Ctrl+F6
Shift-Command-Close Brace
Cycle backward through open worksheets
Ctrl+Shift+Tab , Ctrl+Shift+F6
Shift-Command-Open Brace
Run update
F9
Shift-Command-0
Toggles Automatic Updates on and off
F10
Option-Command-0
Reverts workbook to last saved state
F12
Option-Command-E
Clears the selection (Desktop and Reader only)
Esc
Esc

Navigation and Selection Shortcuts:

In addition to the standard keyboard shortcuts there are several key combinations that can make navigating and selecting marks fast and easy.
Description
Keyboard/Mouse Action

Windows
Mac
Selects the mark
Click
Click
Selects a group of marks
Drag
Drag
Adds individual marks to the selection
Ctrl+Click
Command-Click
Adds a group of marks to the selection
Ctrl+Drag
Command-Drag
Pans around the view
Shift+Drag , Click and Hold+Drag
Shift-Drag , Click and Hold-Drag
Zooms into a point in the view (requires zoom mode if not map)
Double-click , Ctrl+Shift+Click
Double-click , Shift-Command-Click
Zooms out from a point on a map (requires zoom mode if not map)
Ctrl+Shift+Alt+Click
Shift-Option-Command-Click
Zooms out
Shift+Double-click
Shift–Double-click
Zooms into an area in the view (requires zoom mode if not map)
Ctrl+Shift+Drag
Shift-Command-Drag
Zooms in and out on a map (Desktop and Reader only)
Ctrl+Scroll
Command-Scroll
Drags a row and scrolls through a long list simultaneously
Click+Drag to bottom of pane+Hold
Click-Scroll, Command-Hold

Field Selection Shortcuts:

There are several key and mouse combinations that can make creating a view and selecting fields fast and easy.
Description
Keyboard/Mouse Action

Windows
Mac
Opens the Drop Field menu
Right-click+Drag to shelf
Option-Drag to shelf
Copies a field in the view to be placed on another shelf or card
Ctrl+Drag
Command-Drag
Adds a field to the view
Double-click
Double-click