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Tableau Tips Tag

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,...

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...

A Quick Way to Reengineer Worksheets & Workbooks for New Data -  Imagine you are receiving updated versions of the same or similar set of data.  Possibly, you are sent an excel file each week with the current market data, or perhaps a colleague that works...

Tableau has the ability to recreate any colour by using the RGB colour model. By using this you can customise your charts and dashboards to match your corporate branding guidelines. The chart below shows the top 5 BBC Television Channels by expenditure in 2012. It is...

Scenario Our sales team collects information and forecasts possible sales using a data-table called ‘Opportunities’.  If a sales opportunity converts to an actual sales lead, the customer and his information is moved to the ‘Leads’ table.  Opportunities that do not convert remain on the original table.  Additionally,...

Is data visualized more insightful than data stockpiled? It certainly depends on who you ask but, in some very specific cases, data visualized can shed light on some tightly guarded tribal knowledge. To that end, the team for the Civic Data Challenge has provided numerous...

One of the easiest-to-use diagnostic and troubleshooting tools we use here at InterWorks when working with Vertica clusters is Tableau. Vertica tracks a vast amount of information about cluster and database status. Diving into that data and quickly building visualizations and dashboards from these system...

Whenever I get the chance to introduce someone to the world of Tableau, one of the first things people tend to fall in love with are the tooltips and the ability to quickly view the underlying data of a mark. The default tooltips in Tableau...

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