In this article, we’re going to go into detail on all of the different properties in the Create Parameter window. Parameter Properties The Create Parameter window looks like this: Let’s explore each of these parameter properties: Name The name of your parameter. This is how it will appear throughout the...
In this Tableau Deep Dive, I’m going to dig into parameters and some of the different places where you can use them. Parameters are values that users can change when interacting with a view. They add versatility to your visualizations. Within Tableau, wherever you are entering a...
In the previous article of Driver’s Ed, we covered the four phases of the Drive methodology to build an analytics culture step-by-step. The third phase, Foundation Building, details how to use the quick wins achieved in Phase 2 to solidify the base for scaling out...
Acronyms, acronyms, acronyms. They dominate the Internet, social media, everything. IMHO, probably too much. And yes, Tableau is no different. It’s all just TMI. To help get you out of WTF and back to LMFAO, I’ve compiled all of the different Tableau file extensions, what...
Recently, I was working with a client on a dashboard using a wildcard filter to search for thousands, if not millions, of unique item part numbers. This was a very large company, where a “big” data set meant at least a few billion rows of...
A common question that comes up in trainings is: "I accidentally removed the null indicator, how do I get it back (without using undo)?" Ignoring the null indicator on visualizations can often cause discomfort among end users as they may believe that something is wrong. In certain...
If anyone ever told you it’s not possible to make a dynamic fiscal calendar in Tableau, then you weren’t talking to someone from InterWorks. It may require a few steps, but as is often the case, all we need are a few clever calculations. So, what...
It’s 9 a.m., and you’ve just entered the classroom for your Tableau class, whether it’s Fundamentals or Advanced. Or, maybe you’ve just logged into the virtual classroom and are waiting for the rest of the students to show up in the chat window. How much...
While not a regular occurrence, I have come across situations where a client wants to display a hidden sheet with an action filter but wants to enable different worksheets to activate the hidden sheet. If the sheets are filtering on different fields when you set an...
We get lots of questions conducting Tableau trainings across the country. Many of them unveil new functionality that Tableau releases that we as trainers come across first when teaching new Tableau users. The below question has many answers, but I wanted to highlight something from Tableau...
At first glance, it could appear as if there is redundancy between level of detail calculations and table calculations. In fact, you might wonder if you could use table calculations to accomplish much of the functionality for LODs. Let’s consider a simple use case for...
In Part 4 of our Tableau Deep Dive on level of detail, we’re going to examine the last of the three LOD calculation types – Fixed. Remember: This series is building upon each article, and I highly recommend that you start with Part 1 and go...
Date Fields are one of the trickiest concepts for Tableau beginners. In this Tableau Training Tips video, I explain what they are as well as how/when to use continuous and discrete fields. Feel free to follow along in Tableau on your desktop to master this concept in...
This is the third article in our Tableau Deep Dive on level of detail. Part 1 reviewed the idea of detail. Part 2 introduced level of detail calculations and examined the Include LOD calculation. Let’s now jump into Exclude. A Use Case For our examples in this article, we’ll...
One of the common problems that clients are seeking to solve is a way to easily compare values from two different periods against each other. They want the ability to compare the same period between two years, a period against an immediately preceding period and...
In the previous article of this Deep Dive on LODs, we talked about Detail in general for Tableau Desktop. In Part 2, we’ll explore the Include level of detail calculation. Start With the Data Before I go into Tableau Desktop, I always think it’s foundationally important to...
Level of detail (LOD) is a feature that was introduced in Tableau Desktop v9. While it offers a great amount of flexibility and control over how you use the data in your visualization, it can be a bit tricky to fully understand. We teach level of...
In our last guideline, we’ll revisit another tip on how your dashboard’s layout can impact performance: "Fix dashboard size relative to end-user consumption. Automatic sizing is less efficient than specifying dashboard size." It’s not all about size … though I’ve heard it’s mightily important. Automatic Sizing There is a...
A common question that comes up trainings is: ”What does the small grey bar within the quick filter box represent?” Using quick filters is one of the easiest ways to provide end users with the ability to control what they want to see. Although they are quick, they...
We are onto our last category of the Tableau Performance Checklist, Dashboard Layout. For our next guideline: "Limit the number of worksheets on a dashboard. If you have more than four visualizations on a dashboard, strongly reconsider." Let’s begin! Dashboarding or Dash-boring The allure of putting as much information on...
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