Who doesn’t love efficiency? We are finishing up with the rendering category today by returning to custom shapes. Let’s get started: "If using custom shapes, use transparent background PNGs instead of JPGs. Views will render cleaner, and shape files will take up less space." Didn’t know we’d get...
Some of my favorite mobile apps like Slack, Feedly and Google Maps have a slide-out menu that appears when I tap a small icon. That common design element makes plenty of room for user inputs and gets them out of the way when you’re done...
About a week ago, I shared a blog post that demonstrated a new way to visualize Key Performance Indicators (KPIs) in Tableau. This week, using the same viz, I’ll show how to set up single-click hierarchy navigation. The Challenge Those of us familiar with Pivot Tables in...
Tableau Reader is a free-to-download tool that allows you to view packaged workbooks with full interactivity. It’s available for both PC and Mac users. Some organizations use Tableau Reader far more than they should while others might benefit by adding it to their options for...
Parameters are one of the most loved features of Tableau. You can use them in calculations, across multiple datasources, in titles and labels, and in countless other ways. Unfortunately, they are static. Unlike filters, parameters are a set list of values. You can build them based off...
Key Performance Indicators are one of the most common things people need to display in a dashboard. This usually involves comparing current values or historical trends against a target value. Tableau makes it easy to show current values and trends in one dashboard, but this...
Let’s take a look at our next guideline from the Rendering category: "Minimize the file size of any images or custom shapes where possible. As a general rule of thumb, keep images under 50kb." Let’s get started, shall we? Images & Custom Shapes In regards to rendering, images and...
A common question that often comes up in trainings is: “How can I add conditional formatting to my visualizations?” Conditional formatting can be a useful way to call attention to textual data. Common cases of conditional formatting involve using Color or Symbols (That’s symbols for all...
A common question that often comes up in trainings is: “How do I utilize the Pivot feature in Tableau to make building charts easier?” What does it mean to pivot data? A pivot is a transformation of data structure from a wide view (many columns) to a...
A common question that often comes up in trainings is: “How do I add gaps between the bars of my visualizations?” The first thing to know is whether or not your graph should have spaces between the bars or not. If you are trying to visualize ordered...
One of my favorite chart types in Tableau is the dual-axis chart. It’s a thing of beauty! Most often in client engagements, this chart type will be used to compare a base metric with a series of user-selected secondary metrics via a parameter. The best...
For a variety of reasons, businesses do not always tie their fiscal year to the standard calendar year. There are numerous explanations of why this might be beneficial to an organization, and they all seem to lead several of my clients to the exact same...
Many of us embed visualizations in our websites, and they likely look great on our own monitors, but what about on your boss’s giant, 28-inch iMac monitor? How do they look on a projector? How do they look on an iPad? In today’s world of varying...
A common question that often comes up in trainings is: “How do I run a 'difference between two dates' calculation only considering business days?” In order to focus on business days, we need to adjust our calculated field to define what a “Business Day” is. First, we need...
Let’s take a look at the next item on our rending category. "Limit the use of detailed text tables with lots of marks." Ah yes, the fabled Text Table. Mark Counts Let’s start this discussion by reviewing mark counts. We covered this in the previous Rendering article in the...
Today, I ran into a Tableau issue that I couldn't solve through googling. Using SAML and attempting to connect to Tableau Server from Tableau Desktop, I wasn't given the option to enter a username and password. Instead, I received this message containing "errorCode=16:" Here's What Happened I was...
The first item in the Rendering category is: "Avoid high mark counts. More marks = longer rendering time." Let’s jump right in on this one. Mark Counts Marks are the points, plots or symbols on your visualization. They can be the bars in your horizontal bar graph or the...
Here’s the next item on the Performance Checklist: "Avoid row-level calculations involving parameters." Let's first take a look at what row-level calculations are. Row-Level Calculations Row-level calculations, also known as record-level calculations, operate on every record in the underlying data. An example of a row-level calculation is an IF...
Tableau does a great job of connecting to a variety of databases, but it sometimes needs help on the database end to get the results we need to make hot visualizations. One such example showed itself when connecting to Google BigQuery. The issue? Count distincts. BigQuery doesn't handle count distincts like one...
Next up on the list of ways to make your dashboards be the best they can be, we take a closer look at blended calculations: "Limit blended calculations. They require sequentially querying multiple data sources and can be time-consuming. Where possible, create a view on the...
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