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...
You've created a brilliant viz. Everyone is sharing it on social networks, but they're not finding their way to the blog post that explained it all. Instead, they land on the default Tableau page. You were sure to include a link to your own website...
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....
The Puzzle The client wants to see a rolling five-quarter view of Sales and Profit. Easy. She also wants to have a second pane on a dashboard that shows Sales and Profit of those five quarters rolled up and split by Department. Easy. She wants a quick filter...
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...
Continuing with the ‘Questions from Tableau Training’ series, I was asked a labeling question with regards to a time series chart. The question was: “How you can get multiple labels combined into one tooltip?” The example that we were working on was a time series chart for...
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...
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