In the last post of our series on custom sorts in table calculations, we’ll examine one of the most common questions that I get from Tableau Training. In fact, I just had this question last week in Perth, Western Australia by a student named Mayank. Here’s...
In part one of this two-parter, I went into a lot of depth on how to use custom sorts within table calculations. I highly recommend reading that article first before continuing with the second part. In this post, we’re going to apply those ideas to illustrate...
(Note: All the charts we build are included at the bottom of this article in a packaged workbook available for you to download.) Table calculations in Tableau can get complicated very quickly. But these extra little features make a big difference, such as computing specific dimensions,...
The ultimate goal of this Deep Dive on Dashboard Design is to guide Tableau Desktop users on how to create a dashboard from start to finish. That conversation would not be complete unless we went the extra mile. I’m talking about publishing the dashboard of course....
In parts one through five of this Deep Dive on Dashboard Design, we’ve built a dashboard step-by-step that focused on planning, structure, proof of concept, interactivity and visual design. It might be tempting to end the Deep Dive series there as a finished project. The...
A lot of the hard work is done when it comes to planning and building our Tableau dashboard. Up until now, we were asking business questions to help frame the requirements of our reporting tool and technical questions on how to build it and expand...
In the first three articles of this Deep Dive on Dashboard Design, we’ve constructed our proof of concept. All of the worksheets have been planned, built and laid out in the structure best suited for our dashboard objective. Now we’re going to talk about how...
We are now ready to start building a proof of concept or POC of our dashboard. Think of a POC as a prototype or your Beta test. We are focused on dashboard design, so I won’t spend much time on the actual construction of individual...
We’re spending the latest Deep Dive on dashboard design. In Part One, I spent a lot of time talking about dashboard theory. Specifically, we talked about planning the dashboard using the three C’s: Context, Consistency and Customer. These three words ask specific questions on the...
I’m going to take a different approach to this new Deep Dive series, differently than I have with the past articles I have written. Previous Deep Dives focused on a suite of functionalities and use cases associated with a particular feature of Tableau Desktop, such as...
In our final article in the Deep Dive on Dates, we’ll explore how to take a start date for different products and normalize it to a wee- by-week comparison from week one forward. This article was inspired by one of my Desktop I: Fundamentals students from...
For this article in our Deep Dive on Dates, we’re going to build a filter in the form of a calendar. Our user can select an entire month or a series of days to create a subset of data on the dashboard. Here’s a preview...
Let’s continue our exploration of dates in our Deep Dive. In Part 6, we’re going to focus on how we can create rolling dates. A rolling date is taking a specific date, such as order date, and then adding a certain amount of days, months or...
Let’s continue on with our Deep Dive into Dates. This article, we’ll explore custom dates. The name admittedly is a bit of a misnomer and only really make sense if you understand date parts and date values. Make sure to catch up on this series...
We’re continuing our Deep Dive into Dates with an examination of the Exact Date value. Remember to catch up on the previous three articles where I introduced dates (discrete vs. continuous) and some key date functions. Let’s get started! Exactly What is Exact Date? In our first...
We’re continuing our Deep Dive into Dates with further exploration into date specific functions. In this article, we’ll cover DATEADD, DATEDIFF and DATETRUNC. My goal is not only to show you how to use them but to give you some real world examples of when they’d be...
In the first article on the Deep Dive on Dates, I introduced some of the basic concepts of dates. Specifically, we covered discrete vs. continuous dates, dart parts vs. date values and some basic date functions (DATEPART, YEAR, MONTH and DAY). In this article, we’ll...
Dates are one of the most confusing topics that come out of Tableau training. What is the difference between a continuous date and a discrete date? What is the difference between those and normal continuous and discrete fields? Why isn’t my date field showing up...
In last article in our Deep Dive on Sets, we will explore how we can use sets inside of a hierarchy. It adds dynamism to your hierarchies, particularly if you nest multiple computed sets into a single hierarchy. Let’s learn how to do it! Hierarchy Overview A...
The last two articles of this Deep Dive are going to focus on some advanced uses of sets. We’ll start by looking at how we can use sets in calculated fields. It doesn’t matter if the set was created manually or if the set is...
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