The next guideline in our list of Filtering tips is: "Keep range quick filters simple. The more complex the range, the slower the query." Sound exciting? Let’s go! Quick Filter Overview Quick filters are a quick and easy way to add interactivity to your visualization or your dashboard, either...
The next item in our Filtering checklist is: "Avoid quick filters or actions that drive context filters. These require reloading the context table and should be avoided wherever possible." There’s a lot to digest there, so let’s get started. What Is a Context Filter? The filters that you add...
A powerful feature within Alteryx is the Download tool under the Connectors tab. It’s useful for pulling information down from the web. As the amount of data available on the web grows, the value of being able to pull information into a workable format in...
The next item in our Filtering checklist is: "Avoid high-cardinality quick filters (multi-select or drop-down lists). High-cardinality quick filters are slow to load and render." Let’s jump right in and see how high cardinality in your quick filters can negatively impact performance. What is Cardinality? In SQL, the cardinality...
Every day, we are flooded with data visualizations. Whether it’s a bar chart in a newspaper, an infographic you see online or a pie chart you see in a quarterly earnings report, people are turning numbers into pictures all around us. For those of us...
Speed counts, people! Today’s report consumers expect their dashboards to run as fast as a web page. Now that high speed internet is the standard in business, that’s a lot to compete with. This is why it is essential to optimize each and every dashboard...
Quick! Minimize those quick filters! The Tableau Performance Checklist is a guide to assist you in creating the most efficient and fastest dashboards and visualizations possible. The list is drawn from the collective experience of our award-winning Tableau professional services team. We’ve divided the checklist into...
When I build Tableau workbooks, I like to create quick table calculations (such as percent of total) and save those as a calculated field in the Data pane. That way, I don’t have to create that table calculation again if I want to use it...
Next week, Alteryx is kicking off their annual Inspire event. We’re excited to be in Boston to talk to people about the amazing things you can do when combining the power of both Alteryx and Tableau. But, while we’re there, we will definitely be checking...
Next, we'll explore the sixth point under the Data section of the Tableau Performance Checklist: “Use extracts wherever possible to accelerate performance. Hide unused and confidential fields. Roll up data granularity by pre-aggregating or filtering. Break hierarchies to only visible dimensions” There are many reasons to utilize extracts...
In today’s article, we’ll examine User Functions that you can use as part of the Create Calculated Field tool. To access this window, right-click on either the Measure or Dimension window and select Create Calculated Field. Then, select User from the function drop-down menu. The user...
I was recently lucky enough to present at the Berkeley Tableau User Group about how to create a viz that will keep people coming back. I’ll be writing more about this in a later post, but one of the steps I talked about was making your...
I’ve been concentrating for weeks on updating my book to include new Tableau 9.0 features. There are a couple of new features that will be featured in this video: The Data Intpreter Ad hoc calculations (with autofill) The video will also show you how to incorporate data blending...
In this article on Tableau Functions, we’ll examine Aggregate Functions. Aggregate Functions are a type of function where values of multiple rows are grouped together as the input to form a single value of more significant meaning, such as a set or list. To access these...
In our next Tableau Essentials article on functions, we’ll examine Type Conversion Functions. This group of functions allow you to take the result of any expression and convert it to another specific data type. These are important for preparing some fields for calculation or in...
When last we left our hero, she was complaining mightily about how when you have a calculated field in Tableau, and that field is referenced by another calculated field, things go seriously awry when you replace data sources. Luckily, there is a solution that works...
We are up to part four of our functions articles. In this article, we’ll cover String Functions. Check out the previous ones for Logical Functions, Number Functions and Date Functions. Those articles will also cover how to get to the Calculated Field window where you...
Today, we’ll continue our exploration of the functions you can use when you create a calculated field. We covered Logical Functions and Number Functions in the two previous articles on this topic. Now, we’ll cover Date Functions. To bring up the Calculated Field window, right-click anywhere...
This post is on how to make use of TDS files to easily share metadata about a data source with others. We will be digging into the fifth point in the data section of the Tableau Performance Checklist: “Create a published TDS file for your business...
Not everyone is a Tableau guru, at least not yet. To help Tableau rookies, we’re starting from square one with the Tableau Essentials blog series. The series is intended to be an easy-to-read reference on the basics of using Tableau Software, particularly Tableau Desktop 8.1...
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