Formatting a visualization for presentation

In previous chapters, you learned many of the skills needed to apply basic formatting to a worksheet, but without the context of best practice or in-depth finetuning. In this section, we will focus on more advanced formatting skills and provide best practice usage for the following, as they are focal parts of the examination:

• Using colors from the Marks card
• Configuring fonts
• Formatting marks as shapes
• Configuring visualization animations
• Changing the size of marks
• Showing and hiding legends

Let’s get started!

Using colors from the Marks card

Tableau has two types of color palettes: one for discrete values (called Categorical) and another for continuous values (or Quantitative). They are segregated because data flows with quantitative measures as categorical colors are separated into individual segments. We will begin with categorical marks.

Categorical color marks

Categorical marks are...