In the spirit of the season and inspired by Tiffany’s recent blog post (Design Efficiently in Tableau) listed below are three underutilized features of the Tableau 8.x families that will save you some time during design and analysis. Clipboard data source Tableau Status Bar, worksheet summary...
The Problem Many times, it is necessary to display content in Tableau in a verbose manner. For example: displaying comments from a survey or showing lengthy project descriptions or calls to action in an executive dashboard. Connecting Tableau to a database with long string fields or textarea...
Are you as efficient as you could be in Tableau when in comes to finding functionality? Most of Tableau's functionality is designed for access with Drop-Down Menus, Right Click Menus and Toolbar Buttons, but the software also has over 250 keyboard shortcuts. Coming in from the...
One of the best new features of Tableau 8.1 is SAML integration. SAML is an open source web-based authentication standard that uses XML to authenticate users. In Tableau, SAML can be used as an alternative to trusted tickets, so you will still need to create the...
One of the much anticipated features of Tableau 8.1 is integration with R. Following is a compilation of notes and observations about this integration for those of you beginning to use this new feature. This was done using 8.1 Desktop and R installed on the...
This is the first in a three part series related to the four types of pills in Tableau. The four pill types are discrete dimension, continuous dimension, discrete measure, and continuous measure. Grasping these concepts is important to understanding Tableau and relational databases in general....
As an InterWorks Consultant, I get the privilege of traveling around the country at times to teach Tableau. In these classes are a variety of different people from different backgrounds and organizations. From CTOs and CIOs, to business analysts and just data geeks who desire...
You may be thinking, global filtering? Don’t we have that ability already? Why do I need to write code to do that? In Tableau Desktop, global filtering is typically defined as setting a quick filter to control all worksheets on a dashboard that use a...
Occasionally, you will find the need to compare filtered data against the total data source. As Tableau's filters remove the data from the data partition, this can sometimes be a tricky problem. You might be tempted to try the "Total" function in a formula like the...
Neutrality has always been a key concern in data analysis. As analysts, it is critical that we not introduce our own bias into the interpretation of data. Anyone who has had a statistics class is familiar with the importance of random samples and neutral questions....
With Tableau 8, users gained the ability to color marks by multiple dimensions on a single axis with some automatic combined field magic. What happens though, when you want color by a dimension and a measure? In the past, I have separated out members of...
If I were to ask you to name the three most significant factors that predict the murder rate within a geographic area, then I would expect you would name some measure of median income. To test this hypothesis, we could do a simple linear regression...
In the interest of full disclosure, I should let you know that I am a SAS user with a math background. I want to share my experience of exploring Tableau as a new user doing analysis in a relatively unfamiliar environment. For this first piece, we...
I know many of you cringed when you saw the words Global Filter, but I’ve had many questions come up recently regarding this while clients upgrade from Tableau 7 to Tableau 8. So, I thought I’d put something together. Quick Filters in Tableau 7 In Tableau 7,...
I’m three months in to my career at InterWorks and think it’s high time for my first blog post. In this post, we’ll cover the basics of using PowerShell and Tabcmd to distribute PDF files of your Tableau views via email. I have to give...
So, Here's the "Why" In Tableau, we are easily able to slice and dice the data according to our dimensions thanks to the default manner in which Tableau aggregates the data on our behalf. Therefore, I can simply add any measure and trust the view is...
The Problem As consultants, we often run into instances where we need to connect to a Microsoft SQL database as a user from another domain. Using SQL Server Management Studio fails the login because we can't specify which domain credentials to use, just that we want to...
This is part 2 of my mini-series on exploring Tableau workbooks with PowerShell. If you missed it, you should read Part 1: Opening Workbooks, before continuing. Welcome back! Last time I showed you how to open a Tableau workbook (TWB or TWBX) in PowerShell so you...
New and old Tableau users alike struggle with grasping Tableau's concept of Layout Containers. I put together this exercise last week for a recent training course to help explain what is going on behind the scenes. Layout Containers in Tableau 8 force spatial relationships between dashboard...
In this mini-series I'm going to show you some cookbook style examples for using PowerShell to explore your Tableau workbooks. Follow along, this is going to be fun! Tableau workbooks (TWB files) are just XML files. Packaged workbooks (TWBX files) are just ZIP files that contain...
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