Tableau Training Tag

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...

Table calculations enable you to do amazing things in Tableau. However, these work off of data that has already been aggregated. For example, a moving average is the moving average of the sum of some metric for each period. What if we needed a way...

As you probably know by now, Portals for Tableau can have a completely custom theme. Each portal can look completely different from every other portal. On top of that, a single portal can look completely different depending on which groups the logged-in user is a...

So, you have this dashboard. It’s a super cool dashboard. You’ve also got an elaborate Tableau Prep workflow to feed your dashboard. Unfortunately, time didn't stop as soon as you finished this project. And with time, comes more data. So, you must go back to...

Question: In my workbook, I’ve created my own problem. I have three parameters that are identical. I’d like to only need to update one, so is there a way to swap these without having to go to every calculation I’ve created with them? This scenario happens...

Question: I’m trying to remove the decimal from my report, but I’m getting unexpected results. With FLOOR or ROUND on my calculation, I still have a decimal. How can I remove it without formatting in the format menu all the time? Questions like this happen to...

If you have ever been in one of my Tableau training courses, you have probably heard me refer to Tableau’s format pane as “the Bermuda Triangle of Tableau” because it can be easy to get lost. What is great about the format pane is that...

Question: I know I’m doing something wrong. When building views, my alias in one view overwrites my alias in another. I know I’m missing something here. Can you fill in what I’m missing? When building reports, sometimes you need a different header name. Right-clicking the header...

You’ve been tasked with installing Portals for Tableau, and your IT prefers using AWS CloudFormations. The bad news is that this is all new to you, so you’re not sure how to proceed. The good news is that InterWorks has a CloudFormation template you can...

Who has two thumbs and loves Slideshows in Portals for Tableau? You, after reading this blog post! I apologize to those reading that don’t have two thumbs—you can love Slideshows, too. This post will go through the whole process of creating a slideshow that can...

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