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Tableau Tips Tag

Tableau Deep Dive: Sets – Calculated Fields

The last two articles of this Deep Dive are going to focus on some advanced uses of sets. We’ll start by looking at how we can use sets in calculated fields. It doesn’t matter if the set was created manually or if the set is...

Tableau Deep Dive: Sets – Combined Sets

We’ve created manual sets, and we’ve created computed sets. Now we are going to extend the functionality of our sets once again by using two sets to create a combined set. This allows us to create additional analysis to compare, contrast or even combine the...

Tableau Deep Dive: Sets – IN/OUT

In all of our previous examples of this Deep Dive, we’ve been adding our new sets to the Filters card. That’s filtering our view (as well as limiting the membership available in our filter control as we did in part two). What happens if we...

Tableau Deep Dive: Sets – Computed Sets

Computed sets use logic to dynamically update the membership of the set. This is the key distinction between constant sets and computed ones. Changes to the data will change the set itself as it re-computes what gets classified as IN the set and what gets...

Tableau Deep Dive: Sets – Constant Sets

Constant sets are sets that once created do not change. If the underlying data changes, the membership of the constant set does not change to reflect these differences. These are also known as manually created sets. In this part of our Deep Dive on sets,...

Tableau Deep Dive: Sets – Introduction to Sets

The idea behind a Deep Dive article series is to spend far more time and energy on mastering a topic than what would be possible inside a traditional learning environment. We’re going to dig really deep into sets over multiple articles with real world use...

Exploring D.C. Census Data Using Custom Territories in Tableau 10

Greetings from Washington, D.C.! Here in the district, some of the hottest concerns for the city revolve around our population growth, shifting demographics and economic well-being. I downloaded 2010 Census data in D.C. to take a look across population, economic and housing data across all...

Video Tutorial: Creating a Combined Axis Chart in Tableau

In this quick video tutorial, I show you how to creat a combined axis chart in Tableau – a chart that allows you to put two separate measures on the same axis....

Scaling Tableau Dashboards on High-Res Monitors

Scenario: You’ve just purchased a new laptop with an amazing high resolution display. Woo hoo!  However, when you start up Tableau, something looks a bit fishy: Figure 1: Hmmmm … This seems to compound when you open a dashboard: Figure 2: YIKES!! When opening Dashboards, Tableau is scaling the...

Video Tutorial: Creating a Parameter in Tableau

In this brief video, I walk through the four steps to creating a parameter in Tableau: Create the parameter control Show the parameter control Use the parameter in a calculated field Use the calculated field in the view Follow along in the video to see how easy it is!...

How to Make Centered Scatter Plots and Quadrant Charts in Tableau

Have you ever wanted your scatter plots or quadrant analysis charts to be centered instead of skewed to one side of the axis? Perhaps you’ve even found yourself wanting to keep the axis centered as you interact with quick filters or dashboard actions. Well, you’re...

Questions from Tableau Training: How Can I Transform My Crosstab into a Flat List?

Here’s a question I got from Quoc about how to work with the structure of the data source he was receiving: “How can I transform my crosstab into a flat list?" He wanted to take a table that looks like this: And make it into a flat list...

Investment Planning in Tableau: Part 2 – Bollinger Bands

In the first post of this series, we reviewed how you can calculate compound annual growth rates in Tableau. This week, we’ll look at time series data using Bollinger Bands. A technical stock analyst named John Bollinger developed the technique and trademarked the name. Bollinger bands simply...

Alphabet Soup: Understanding Tableau 10 File Extensions

This article is updated with the new icons from Tableau 10 and expanded for additional file types. Previous article for Tableau 9 here. Acronyms, acronyms, acronyms – They dominate the internet, social media, everything. IMHO, probably too much. And, yes, Tableau is no different. It’s all...

Questions from Tableau Training: Can I Create Text Hyperlinks on a Dashboard?

Here's a question I often get in my Tableau training classes: "How do I create friendly text hyperlinks on a dashboard that open to an external webpage?” You may know how to bring a text object onto a Tableau dashboard, but what if you want your users...

Questions from Tableau Training: How Can I Use My Current Report to Create a Viz?

Often times during training, students approach me with a pretty understandable issue. "I already build this report. How can I use my current output to build a visualization in Tableau?" My initial response is: “Let’s see if we can access the original data. Using the transactional database will...

Off-Label Uses for Measure Names and Measure Values in Tableau

Sometimes, I feel like I’m cheating the system when I find a neat way to use something that Tableau has to offer. Other times, I feel like a genius for doing an end run around them. Is that bad? Well, either way, I’m here to...

Investment Planning in Tableau: Part 1 – CAGR

Every decade, I spend a few weeks planning the next 10 years. This thinking normally encompasses career and investment goals. This time, I decided to expand my time horizon. I’m 57 years old, so I wanted to start thinking about what my personal financial situation looks...

I Gantt Believe It’s Not a Reference Line!

One of my favorite viz types in the history of the whole wide world of Tableau is the bullet chart. I’m not sure I’ve ever produced a workbook that didn’t make use of this awesome “progress to goal” option because it’s simple, easy-to-understand and visually...

A Quick Guide to Annotations in Tableau

Do you ever want to: Add text directly to your chart that is not a label, header or title? Label only specific points, ensure mark labels do not overlap or have different mark labels provide different information? Guide your user on how to interpret your visualization with commentary,...

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