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Tableau Tips Tag

In my first InterWorks blog post, I’ve decided to write about something that I commonly used in other BI platforms. The idea of passing parameters in Microsoft and IBM products is vastly used in reporting. A user can define their parameter before running the report....

One of the great features about Tableau Software is the ease in utilizing maps for your visualizations. There are two chart types to choose from when creating a view with geographic data: symbol maps and filled maps. In this article, we’ll cover symbol maps. These...

The improvements of the Visual Data Window in Tableau 8.2 gave a breath of fresh air to the Tableau community. So far, the new design has been intuitive and user friendly. However, when I went searching for the Custom SQL option when connecting to an...

Concluding the Tableau workspace in our Tableau Essentials series is the overlooked Status Bar. It runs along the bottom of the application, beneath the Data Window and the worksheet tabs. See it pictured below in Figure 1. Figure 1: The Status Bar. Summary Information The three pieces of...

Building a compelling visualization with Tableau is all about telling a “story.” Within your data, there is a story. That may sound strange to new Tableau users or to data analysts in general, but that’s the best way to describe what it means to “guide”...

When Tableau released Tableau 8.1, there was a lot of buzz surrounding R integration. Tableau 8.1 has come and gone, and Tableau released another great update with Tableau 8.2. However, I still find a lot of confusion and lack of online resources regarding the actual...

Connecting to a data source will likely be the very first thing you do in Tableau Desktop. Today, we will cover how to do just that, as well as some of the different options available to you. In the future, we’ll revisit this subject to...

Tableau uses filters, groups and sets to organize data. They were each created for a specific purpose, but differentiating between use cases can be difficult at times. The purpose of this post isn’t a step-by-step guide in creating them; rather, it is a quick guide...

Continuing the series, a question came up concerning Tableau actions in my latest class. The user wanted to have a complete understanding of what happens when they add a filter action and how to know if the action was applied correctly. This blog post is...

With Tableau 8.2 now available, the InterWorks team wants to give you an in-depth look at some of our favorite new features. Our What’s New in Tableau 8.2 blog series covers these in detail. This post is the fifth post in the series. Check out...

With Tableau 8.2 now available, the InterWorks team wants to give you an in-depth look at some of our favorite new features. Our What’s New in Tableau 8.2 blog series covers these in detail. This post is the fourth post in the series. Check out...

With Tableau 8.2 now available, the InterWorks team wants to give you an in-depth look at some of our favorite new features. Our What’s New in Tableau 8.2 blog series covers these in detail. This post is the second post in the series. Check out...

Just a few days ago, the much-anticipated Tableau 8.2 made its debut. Tableau promised several new and exciting features for this latest release, and they didn’t disappoint. Naturally, all of us at InterWorks were some of the first people to check these features out. We...

Until recently, whenever I needed to filter data by date, I would use a quick filter and adjust the filter using one of the pre-determined controls (Single/Multiple Value(s) selectors). Where was the option for a drop-down calendar like you would see when you’re trying to...

In this article, we are discussing setting custom properties on your workbook measures. You can find your measures in the lower half of the Sidebar, also known as the Data Window among regular Tableau users. Why Set Default Properties? Tableau does a pretty good job of figuring...

The Worksheet Canvas For the Tableau Desktop Interface (see Figure 1), we have covered the Toolbar and the Sidebar. Today, we will examine the rest of the worksheet, focusing on all of the options and controls from the Worksheet Canvas. Figure 1: Tableau Worksheet. Cards & Shelves We’ll only...

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