Congratulations! You’ve just rolled out Tableau and are beginning to onboard users. Everyone is excited and ready to get started using Tableau. People are off building dashboards and reports, but then the inevitable happens. “Wait a minute, these numbers don’t look right.” “Why does this dashboard say...
Our tech-savvy audience is used to clicking their way through to their goals, be it an Uber Eats late evening order or selecting trains on a timetable. Why not offer them the same interactive experience in Tableau where they can use buttons to toggle between views? In...
There are quite a few tips and tricks out there for Relationships in Tableau; just not nearly as many as for every other topic in Tableau, which is a shame. Nevertheless, this article is supposed to grow over time, and we start with something very...
Until Tableau version 2020.1, whenever we had two or more tables that we wanted to connect with each other, we had to either join them or blend them. If you aren't sure about joins, please take a minute and get yourself up to speed. We...
The latest version of Tableau, 2020.2, introduces a game-changing new data model. This feature provides you much more flexibility and changes the way you can work with the data sources. We will explore the differences in user experience when compared to previous versions. Furthermore, we will...
When I first started out as a Tableau developer, I was just trying to make sure my calculations didn’t result in errors and the dashboard rendered properly on Server. But as time went on, the caliber of dashboards became more complex and the number of...
One of the questions that I’ve been getting a lot lately when I present on analytics is: how do you get good at Tableau? I’m going to give you as close to a blueprint as possible based on my own experiences to quickly build skills...
This question came up from one of the attendees where I was leading a Tableau Workshop and it’s not the first time either! After showing a demo of creating a crosstab, they asked: "Can we colour a specific column or row in a crosstab?" So, here it is...
Swapping sheets with parameters should be something you either learned in your intermediate Tableau Desktop training class or from a colleague. It is a nice technique, and I still enjoy teaching it to Tableau students who struggle to understand the difference between green and blue...
Recently, I’ve found myself setting up dashboards with navigation panes for one reason or another. Whilst this could be accomplished with a parameter-based drop-down or by navigating to different dashboards, if speed isn’t a concern, then it can be a great boost to the user...
This question came from Jerry in a New York City Desktop I class: “How can I change this view so my reference line labels are easier to read?” Great question! I agree – they are kind of tricky to read on the left-hand side of our groups...
It’s a common trope in the data analytics community to tsk tsk at any mention or appearance of the poor pie chart. There’s no other chart type that collects such derision and disdain. But why? Let’s tackle the pie chart and explain how it is...
In the final installment of this series on time-based comparisons, we are diving into comparing a single day’s performance against the historical performance for that particular weekday. To clarify the purpose of this post, suppose that the most recent day you have recorded is a Wednesday....
Tableau’s Device Designer helps you lay out dashboards to fit different screens, but designing for mobile is about more than screen size. Once you’ve sized and arranged everything, you aren’t done until you consider how mobile interactions differ from laptop or desktop computers. Let’s go through...
Quite frequently, students in training will ask “How do I make a gauge in Tableau?” While it's possible, it's not one of the default chart types in Tableau and can be somewhat time consuming. Instead, I recommend using bullet graphs, but why? What is it about...
Here’s a question that came out of a class from one of our other trainers: “Student wants a running sum to restart every time the value drops to zero.” How very interesting – a table calculation with a conditional scope. Let’s tackle this problem. Scope & Direction First, let’s...
One of my favorite announcements at TC16 was the new ability for Tableau to natively read shapefiles. Shapefile (.SHP) is a data type used for storing maps. This feature totally revolutionizes the things we can accomplish with our maps inside of Tableau. For more information on using shapefiles...
Ah, the month-on-month comparison. I’m not going to bore you with a sermon on the ins and outs of monthly comparisons, but I do want to explain what this particular variation accomplishes. In my previous post on comparing an incomplete week to the same days of...
The latest question from Tableau Training comes from Andy, who was in a DII: Intermediate course in Toronto, Ontario. “I need to match the colors on my charts to my company’s style guide. Is there a way specific colors can be chosen rather than the default...
For the past few months, I’ve been working with a client for whom tracking performance is a matter of life and death. Okay, maybe it’s not that dramatic … but they care a lot about player engagement and revenue streams for the video games they...
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