When tasked with the ambiguous project to “create a dashboard,” I spun my wheels for a while trying to think of the perfect idea for my first Tableau Public dashboard. If you know me, you know I am a “recovering” perfectionist, and the worst thing...
Late last year, I wrote a white paper that identified what the biggest pain points were for data and analytic leaders. The information was based on a multi-industry survey conducted across hundreds of clients, which provided insight on the main problems. From there, we took...
BI Crossroads and the Current State of the Industry For years, the business intelligence (BI) industry has promised self-service analytics, democratized insights and agile decision-making. But most organizations are still stuck in the same old loop: open the dashboard, export to Excel, clean, combine, rebuild and...
Happy Analytics and BI Platform Magic Quadrant release to all who celebrate. Usually when these reports drop, I feel like I'm reading last year's news today. But this time, Gartner made genuinely astute observations about where this market is headed, even if their individual vendor...
On the flight out to Tableau Conference this past April, I set out to get up to speed on Tableau’s newest platform, Tableau Next. While digging in, one term kept popping up: Agentic AI. At first, it felt like just another bit of AI jargon....
Tableau Conference 2025 in San Diego has come and gone! To anyone who attended or were watching from afar, it was clear this conference was about vision of the future – AI-infused features, AI agents and the introduction of the new Tableau Next platform. Amidst...
As a Tableau Consultant or Data Analyst, many of us may find ourselves looking at the blank canvas of our first Power BI report, trying to understand the terminology of this new tool that many of us may find ourselves switching to or adding to...
Happy New Year, dear readers! (Now that I think about it, it's probably been about a month since you last heard that one, huh?) We're happy to have you back for another great year of content on the blog. We're spinning up some exciting content on...
Recently, I have been involved in working with larger datasets. Anyone who has done extensive data preparation with datasets at scale, in order to get the data cleaned and shaped for Tableau visualization purposes, will soon realize the importance of a workbook performance budget. When I’m...
In one of its newer releases from 2024 (version 2024.2 to be exact), Tableau began to offer Viz Extensions. These are newly offered chart types, which are available as point-and-click selections from within the Marks cards area. Essentially, they are powered by web applications that...
Ever wonder what the pros and cons of dark mode versus light mode dashboards in Tableau might be? I think ultimately, it boils to personal preference. That’s exactly my point. Stay with me as I discuss why users might prefer one over the other. First, a dark...
When I teach LODs in Tableau trainings, I usually set the expectation that it will take a while (and a lot of practice) before students will understand what is going on. That still stands. Teaching the pure concept, though, we can do in ten minutes....
Disclaimer: I use Tableau Desktop for 99% of my workbooks. I have been thinking lately about being a more efficient developer with my dashboards, which goes hand-in-hand with having workbook performance front-of-mind. Along those lines, this blog post is a collection of tips and tricks that...
A video version of this blog is available here: Typically, the customization of Top N filters in Tableau involves allowing the user to pick the number of records, or N, that shows in a visualization. What if we could add even more customization by allowing the...
This blog could well begin with a familiar dilemma for any data analyst, with two split messages: a) a Superman-like figure armed with what I've learned and thought I'll need in my daily work b) a somewhat disappointed knowledge worker finding out what I'll be...
In the newsletter I usually send out at the end of the month for the blog (which you can subscribe to via the banner at the bottom of the page), I filled the intro with Halloween-themed puns that, quite frankly, were frighteningly spooktacular. I will...
Great dashboards engage users and encourage exploration and discovery. A great way to do this is using interactivity. Let’s look into how to achieve this with different BI tools. Interactivity in Tableau In Tableau this can be achieved with dashboard actions. There are a number of actions...
Oftentimes, I find myself in training or enablement sessions, showing the full list of possible functions available to use in Tableau. It’s quite a list of possibilities that starts with ABS (for the absolute value of an integer) and runs through the ZN (zero null...
If you attended the latest Tableau Conference earlier this spring, or if you’ve spent any time considering the feasibility of a migration to Tableau Cloud, you may be familiar with Tableau Pulse. Tableau Pulse leverages the capabilities of Tableau AI to deliver key insights on-the-go...
In the video below, I go over Conditional Calculations using two of the most widely-used data visualisation tools on the market: Tableau by Salesforce and Power BI by Microsoft. Tune in here: ...
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