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...
Ready to pick up where we left off? Last week, I posted "10 Ways to Drive End-User Adoption of Tableau - Part 1." This week, I finish things off with Part 2. In this piece, I cover the remaining five ways in which you can...
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...
NULL errors have cropped up twice in recent development projects utilizing Tableau’s JavaScript API. In one instance, getWorkbook() returned this error: SCRIPT5007: Unable to get value of the property 'get__workbook': object is null or undefinedIn another instance, getActiveSheet() returned this error: Uncaught Error: Internal error. Please contact...
I often see Tableau developers fall into the "Field of Dreams" fallacy. With the perfect formula or the bar chart just right, they’ll have the perfect dashboard that everyone will want to use. We’re tempted to think, “build it and they will come.” That’s not...
The Toolbar Below is a screenshot of the Tableau worksheet interface connected to a generic Excel datasource (Orders). We will focus exclusively on the row of buttons just below the menu drop-downs at the top of the page - the Toolbar. Tableau often has multiple ways of...
I have a love / hate relationship with the Attribute function in Tableau. I love it for what it does, I hate it for those times that someone asks me to describe what it does. It took me a long time to wrap my head...
Would you like to use more than one view on a dashboard to filter data on a separate worksheet? There’s a solution for that which also prevents Tableau from automatically switching displays when selecting data on a dashboard view. Once you have created the worksheets you...
In my recent blog post, “Using Comments in Tableau,” I described how to create a comment that would display as a tooltip when you hover over a dimension or measure. There is actually another kind of comment that I think is equally useful - the...
Frequently in my training classes, a student will ask: “I made a view that shows my percent of total sales, but when I apply a filter, the values change. Why is this happening?" Today we’re going to examine what’s happening here and three ways to keep those...
Tableau’s “out of the box geocoding” functionality creates a wealth of opportunities for users to create beautiful maps almost instantly. This is continually one of the most “in-demand” sections for students who have attended my Tableau trainings. There are few other software applications which are...
I can’t help but analyze every part of my life. At this point, it’s deeply ingrained into my psyche. I even jumped on the latest fitness tracking craze to measure my activity level. For those that want to know, I use a Jawbone Up. This is largely...
There’s something you can do to make your data easier to work with in Tableau, and I bet you’re not doing it. I love sharing this tip when I teach Tableau. Right-click on any dimension or measure in the Data pane and choose Default Properties...
This question comes up in training almost every time: “My data has leading zeros. When I connect to my datasource in Tableau, it strips them off. How can I get them back?” How, indeed. This solution actually came from a training attendee, which pretty much adds...
Want to improve your efficiency in Tableau? One of the best pro-tips you can learn is how to properly utilize mouse functions in the tool. I know, I know … your first response was probably: “Really? We are going to discuss how to use a mouse?”...
Making presentations from Tableau can be a winning occurrence when you are able to make the production interactive. The world of the slide deck, with static images relaying only one objective, can be a thing of the past when using Tableau for your demonstrations. When...
If you enjoy monitoring your Tableau Server cluster by constantly refreshing the admin view (image below), this might be for you. Whether it’s the repetitive clicking or the severe lack of sleep that’s got you down, this tip might give you a much-needed break. So,...
Tableau software is incredible in its own right, but it’s even more amazing once you actually understand all the words they throw at you in training. Most of it is pretty intuitive, and that’s exactly how Tableau wants it to be. But, there are a...
Fine-tuning the performance of your Tableau Server environment can seem at times to be more alchemy than science, particularly with the ever-changing diversity of the needs and requirements of your user base. That is little consolation for an administrator tasked with ensuring an efficiently running...
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