Where is Show Me in Tableau?
Trying to find the "Show Me" panel in Tableau to create a quick visualization? It’s one of Tableau's most helpful features for beginners, but it's easy to overlook when you're first getting started. This guide will show you exactly where to find it, how it works, and how you can use it to build fundamental charts in seconds.
Where to Find the 'Show Me' Panel in Tableau
In the default Tableau workspace layout, the "Show Me" panel is located in the top-right corner of your screen. It appears as a grid of small icons, with each icon representing a different chart type like a bar chart, line chart, or map. If you already have fields (like dragging customer names or sales figures onto your workspace), you'll see some chart types highlighted, while others might be grayed out.
What if 'Show Me' Is Missing?
If you don't see the "Show Me" panel in the top right, don't worry - it's probably just been closed. You can easily bring it back with a single click.
- Look at the very top menu bar of the Tableau application (where you see File, Data, Worksheet, etc.).
- Click on "Worksheet" in the menu.
- In the dropdown menu, simply click on "Show Me." A checkmark will appear next to it, and the panel will reappear in its usual spot in the top-right corner.
You can also use the Tableau keyboard shortcut: Ctrl + 1 on Windows or Cmd + 1 on a Mac to toggle the "Show Me" panel on and off.
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What is 'Show Me' and How Does It Work?
Think of "Show Me" as Tableau’s smart visualization assistant. It automatically recommends appropriate chart types based on the data fields you have selected. Instead of manually dragging and dropping every single field onto the correct Columns, Rows, and Marks cards (which can be tricky for beginners), "Show Me" does the heavy lifting for you.
Here’s how it works behind the scenes:
- You select data fields: You choose the dimensions (qualitative data, like categories or dates) and measures (quantitative data, like sales or profit) you want to analyze from the Data pane on the left.
- Tableau analyzes your selection: "Show Me" instantly evaluates the fields you’ve chosen. It looks at the data types (e.g., date, number, string, geographic) and the number of fields selected.
- It recommends a chart: Based on established data visualization best practices, it highlights the chart types that would most effectively display your selected data. It even puts a red box around its top recommendation.
This is incredibly helpful not only for speeding up your workflow but also for learning visualization principles. By seeing what Tableau recommends for different data combinations, you start to understand which charts are best for comparing values, tracking trends, or seeing relationships.
Step-by-Step Guide to Using 'Show Me'
Let's walk through a practical example of creating a simple bar chart. For this scenario, we'll use Tableau's sample "Superstore" dataset to visualize Sales by Sub-Category.
Step 1: Select Your Fields from the Data Pane
First, locate the fields you want to work with in the Data pane on the left side of your workspace. Keep your hand off the mouse for a moment - you don't need to drag anything just yet.
- Hold down the Ctrl key (or Cmd key on Mac).
- Click on the dimension "Sub-Category."
- While still holding Ctrl/Cmd, click on the measure "Sales."
You should now have both fields selected (they will be highlighted in the Data pane).
Step 2: Check the 'Show Me' Recommendations
Now, look over at the "Show Me" panel in the top-right. You’ll notice a few things happening:
- Several chart types are now active (colored), while others remain gray.
- A horizontal bar chart has a red box around it. This is Tableau’s primary recommendation for comparing a single measure (Sales) across a single dimension (Sub-Category).
- Other possible charts, like a text table or a treemap, are also highlighted, offering you more options.
Step 3: Click to Create Your Chart
Simply click on an icon for the horizontal bar chart. Instantly, Tableau builds the visualization for you. It automatically places "SUM(Sales)" on the Columns shelf and "Sub-Category" on the Rows shelf, creating a perfectly formatted bar chart. That's all it takes.
Understanding Why Certain Charts Are Suggested (or Grayed Out)
One of the most common points of confusion for new Tableau users is seeing a desired chart type grayed out in the "Show Me" panel. This happens because your selected data doesn't meet the minimum requirements for that specific chart.
If you hover your mouse over any of the chart types in "Show Me," a tooltip will appear at the bottom explaining exactly what that chart needs. This is a fantastic built-in guide.
Here are the data requirements for a few popular chart types:
- Text Table (Crosstab): Requires at least one dimension or one measure.
- Horizontal Bar Chart: Requires one or more dimensions and one or more measures. It's best for comparing categorical data.
- Line Chart (Continuous): Requires at least one date field and one or more measures. This is perfect for analyzing trends over time. If your chosen chart type is a bar but you want a line chart, you should double-check your field type and ensure that your x-axis has the calendar data type icon next to it.
- Scatter Plot: Needs two to four measures. It’s used to explore the relationship between two different quantitative values (e.g., Sales vs. Profit).
- Pie Chart: Requires one or more dimensions and one or two measures. These show parts of a whole.
- Map (Symbol or Filled Map): Requires at least one geographical dimension (like Country, State, or City), and one or more measures. If your Geo fields aren't working, be sure in your Data Pane to select its icon, go on Geographical Role, and select the correct option that matches what your field's for.
So, if you want to build a line chart but the option is grayed out, it’s almost certainly because you haven’t selected a date field.
Going Beyond 'Show Me': When to Customize Manually
"Show Me" is an exceptional starting point, but it's not the final step in creating a polished report. Professional-grade dashboards are rarely built using only "Show Me." The real power comes from using it to create the basic chart structure and then manually refining it using the Marks card.
The Marks card — located just below the Columns and Rows shelves — is where you control the visual details of your chart: color, size, text labels, tooltip text, and level of detail.
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Example: Turning a Simple Bar Chart into a Stacked Bar Chart with Color
Let's build on our previous example of 'Sales by Sub-Category'.
- Use "Show Me" to create the initial bar chart as we did before.
- Now, let's say we want to see how different Segments (Consumer, Corporate, Home Office) contribute to the sales in each Sub-Category.
- Find the "Segment" dimension in the Data pane.
- Click and drag "Segment" directly onto the Color icon on the Marks card.
Instantly, your bars are divided into colored sections representing each segment. Tableau automatically adds a color legend as well. You've now created a more insightful stacked bar chart — a customization "Show Me" couldn't have done in one step.
Use this workflow for all of your charts:
- Start with 'Show Me': Get the basic structure right in five seconds.
- Refine with the Marks Card: Add depth and detail by manually dragging fields to Color, Size, Label, Detail, or Tooltip.
- Adjust with Shelves: Swap axes by dragging a field from Columns to Rows or applying advanced Table Calculations for further customizations.
Final Thoughts
The "Show Me" feature, typically found in the top-right of the Tableau workspace, is a powerful assistant for anyone new to the tool. It demystifies chart creation by guiding you toward visualization best practices and automatically building charts based on your selected data. By understanding how to use it as a starting point, you can accelerate your workflow and spend more time uncovering insights.
While tools like Tableau offer deep customization, building reports and connecting to multiple data sources can still become a manual, time-consuming process. At Graphed, we’ve created a way for you to get answers from all your business data without the steep learning curve. We simplify the entire process by allowing you to connect platforms like Google Analytics, Shopify, and Salesforce in seconds and then ask questions in plain English. Instead of finding menus and dragging fields, you can just ask, "Create a line chart of my website traffic from last month," and get a live, interactive dashboard built for you instantly.
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