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Tableau Tips Tag

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?”...

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,...

Some of you may have come upon this problem: You can’t see where the states or their boundaries are.  Why is that you may ask? Tableau overlays what are called “Map Layers.” These layers allow you to overlay names, state boundaries, zip code boundaries and much more....

What do you do when a request can’t be solved by traditional reporting tools, and adding new tables or views to your database can take weeks?  Situation  A new manager joins the group. While you’re presenting your workbook, she wants to see things a little differently. Instead...

A major vulnerability was recently patched in OpenSSL. Tableau Server 8.1.5 currently uses a vulnerable version OpenSSL. The patched version of OpenSSL is 1.0.1g. Here's a quick guide on how you can perform an in-place upgrade of OpenSSL to close the security hole. Please do...

Setting Up the Problem In a study called "Multidimensional Segmentation at Work," IBM asked marketing departments in various industries to rank their most difficult marketing challenges. Of the top four challenges, two were “identifying when a customer has migrated between segments” and “finding ‘real’ customers that...

Tableau is great at mapping, but sometimes labels don’t show up where you want them. Labels on marks that are too close to each other are hidden by default to prevent overlapping text. That’s a good thing. When you have several in a small area...

Why would you need to use URL parameters in Tableau Server? Below is an example of a list of order dates.Thanks to Tableau's massive amount of built in date functions we can do just about anything with them but what if we want to find...

Donut* charts offer a quick, high-level view of data dimensions that have few members, and together, contribute to a whole. Essentially, it's a pie chart with a hole. It's not glamorous, but it's quick and informative. The extra level introduced by the donut hole allows...

If you’re reading this post, you already know that the trend line is the gold standard when it comes to viewing data over time. However, the visual impact of a trend line plummets if the data are too thin. The images below highlight a common...

This is the second in a three part series related to the four types of pills in Tableau. As mentioned previously, the four data types are discrete dimension, continuous dimension, discrete measure, and continuous measure. The first part of this series discussed the differences between...

Take control of metadata while developing a visualization by employing these CALCULATED FIELD techniques. They make a workbook self-documenting, improve ease of navigation and enable searching of calculated fields. These methods will provide structure during development as well as documentation for future desktop publishers: Apply Metadata...

However strange it may seem at the surface, converting from a higher-education music instructor to a data geek was fairly seamless. Consider this: For as many years as I was teaching, I was gathering data. Tons of data. This included student attendance, grades, rubrics, advisement,...

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