One of the top questions we see in Assist involves mapping paths from an origin to a destination. Maybe this is shipping information from a warehouse to the delivery address or flights from takeoff to landing. The ability to create this in Tableau has always...
Question: I’m getting an error when I try to log into Snowflake. It says REST error and no such file or directory. How can I get connected to our new database? Looking at the images above, you may already know what’s causing the issue, but this...
Question: I’m trying to use a sheet swap toggle between two chart types, but in the layout container, the sheet is keeping space and not minimizing to the bottom of the screen. Based on the issue and the behavior Tableau was showing, my first assumption was...
Question: I’m using the NOW function to show the current date and time in an analysis I’m building for our assembly line, but when I add to my report, it’s showing me all data for all of time. How can I get this to show...
Question: I have new records in my Excel data that were not there when I created my custom groups. Tableau Desktop isn’t letting me update the group anymore. How can I make these changes so that they take effect across all my workbooks? This question...
The seasons may be changing, but one thing stays the same: consistent resources and insights from our awesome team members! This last month, as spring began to overtake the cold of winter, the InterWorks team kept things fresh by producing 36 new pieces of content. March...
Question: I want to only connect to certain rows in my Excel file, but I’m not seeing how to do that from Tableau. Is there a way to do this? Tableau connects to Excel as if it were a database. By default, it will connect and...
Whether you just made the investment in Tableau Software or you’re leading an established Tableau community, getting the most out of Tableau is a goal that most analytics decision-makers have in common. This all starts with your users. How do you spark and keep their...
Question: How would I go about calculating how many states generate a specific percentage range of sales? Like > 10% of total sales as an example? I want to know where to target more marketing efforts. Can you help me get started? As with most things...
Question: I’m only seeing export options for PDF, CSV or PNG. I’m needing a way to export a workbook to a share drive for access by our Creators. Is there an automated way to do this? I’m tired of downloading to my machine only to...
Question: Our users are finding themselves clicking the same filters when they log onto dashboards they have access to. They are curious if there is a way for us to isolate the data for them only. How can we accomplish this without changing our data...
Question: I’m building a public dashboard and want to get a “Contact Us” link on the screen. How do I make the email pop up? Adding the ability for your end user to reach back out to you via your dashboard is a great way to...
Question: I need to add more than 16 columns to my sheet. How is this possible? Let me start by saying that this is not recommended by InterWorks. If we are using this many rows or columns to create a crosstab view, there is likely a...
As a follow-up to my prior blog post, I wanted to explore an additional use case for aggregation in Tableau: joining together data that might be at different date levels. It’s the same premise—you have two data sources at two levels of detail (e.g. row-level...
Question: I’ve published my data source to Server and set the refresh schedule, but the refresh keeps failing with the error message “Connectionless Failure.” What am I missing here to get this working? I’ve seen this message many times over the years. It’s more generic than...
I often find myself building dashboards with a parameter to compare baseline data to different scenarios. Because these scenarios are built out in different worksheets, I am faced with the challenge of correctly displaying changes in results compared to each other. In the mocked-up example...
Visualizing financial statements is hard. While not inherently a difficult task, when I speak with many of my clients' financial teams, their data tends to be some of the most sensitive that the company possesses, and for that reason, its presentation is very particularly curated....
Since I have started using Tableau Prep, I can’t overstate how helpful it has been for cleaning, shaping and exploring my data before I start visualizing it in Tableau Desktop. However, one concept eluded me at first, and that was the Aggregate step. Why add...
With the release of Tableau Prep in April 2018, analysts have been given an incredibly valuable tool for their analytical kit. Considering both performance and ease of use, prepping your data before it enters Tableau Desktop has many benefits. I’ve created the following walkthrough to...
It's been very busy over here for the InterWorks Events team lately! Our third and fourth quarters of 2018 have seen some of our largest and most anticipated annual events, and we're even more excited as we look ahead to what 2019 will bring. Here's...
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