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...
Some fun Table Calculation questions came in this week. With four hours in the air heading home to New York from Portland, OR, I thought I’d quickly add these to the learning library. Here’s the first – I’ll put up another post with the second,...
Is your Tableau extract done? Don’t wait to find out! Send yourself (or a group) an email. If you haven’t already, make sure you’ve done this and this. Oh, and make sure you’ve got PowerShell v3 installed. Done? Perfect. Let’s get to the fun stuff. We’ll be...
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,...
Your ‘To-Do’ list: We’ll use Oracle for this example. In future posts, I’ll discuss other databases (including SQL Server). Download and install the ODAC (Oracle Data Access Components) from here. Make sure you have PowerShell v3 installed. Step 1: Set up the link between PowerShell and Oracle Copy the attached...
Question: Of all the workbooks on Tableau Server, which (1) use a Tableau Server data source and (2) what workbook(s) use them? Answer: Since there’s no simple and straightforward way to extract this information from the default views on Tableau Server (_datasources, etc.), we’ll...
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...
What you will cover: Aggregating extracts to different levels (Year / Month) Data blending Calculations Parameters Step 1: Model your Data (read: What are you trying to analyze?) For our specific case, we’ll have a total of 5 TDE files and our dashboard will move seamlessly through each of them using...
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...
Let’s be honest, the new version of Tableau is pretty slick. Despite how one feels about various additions/omissions to the software, the most recent update is a step in the right direction. While never perfect for every person, the software will certainly encourage more people...
“Data for data’s sake is a path to disaster” As is so often the case, various colleagues, friends and random members of the data culture offer up ideas regarding the use of Tableau, data and design. Sure, some of these “Huh, I wonder if I can...
Our business intelligence consultants are constantly engaged in tackling challenge after challenge. The individual capabilities of each are impressive enough, but what they accomplish together is what makes them such an effective team. We’ve decided to share some of the solutions they’ve created together in...
1. Avoid the use of quick filters on dashboards to improve load times. Use cross tabs, heat maps and highlight table filters...
This is the second post on Table Calculations in Tableau. The first post covered the Groundwork, pill types, a worksheet layout, and the basics of the TOTAL() function. This post will look at what I consider the functions: INDEX(), FIRST(), LAST(), and SIZE(), partitioning vs....
Custom Table Calculations is one of the most advanced concepts in Tableau. The main resources Tableau provides can be found at On-Demand Training - Table Calculations (requires sign in) and Top 10 Tableau Table Calculations where you can find a variety of examples and a white paper with additional details....
Over on the forum, Jeremy asked about making trellis charts. For more info on trellis/panel charts, John Peltier has a great article about them. Consider a case where you want to visualise two measures (eg sales and time) for a Dimension with many members, such...
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