People like knowing when they share the popular opinion or when they’ve found some undiscovered gem. Sometimes it confirms that they are a normal member of society. Other times, it gives them bragging rights as a trendsetter. One new way Portals for Tableau enables this obsession...
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...
Tableau is constantly evolving. It does not chimera itself into a beast with three heads, wings, a tail, 16 arms, scales and a blowhole. Rather, it stays true to itself while making itself stronger and better aligned for its target market. Set actions are a...
“I’ve filtered my countries to show me my top 10 by sales. However, I still want to see the information for England in the table and maybe Italy as well. Is there any way I can force these two to show up, as well as...
At many organizations, Tableau opens the door for creativity that didn’t exist before. Often, it’s awesome because folks get to see and understand their data. However, sometimes, our marketing and communications department would probably prefer some major dashboard components stick to brand (I’m looking at...
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...
When you were in school, did you have pages and pages of your notebook filled up with different variations of your name? Maybe you prefixed it with Dr. Maybe you changed your last name to that of your crush. Maybe you were trying to find...
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...
You love Portals for Tableau, so much so that you wish it were easier to get to it on your smartphone. You long for the experience that comes with just tapping a button on your home screen to launch it like many of your other...
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...
Do you ever have those watercooler debates at work that never get a real sense of finality? A coworker claims the trade OKC made for Carmelo Anthony was worth it, and you know in your heart that they are completely wrong, but you keep it...
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....
This visualization has a personal aspect for me. In April 2017, I was approached by the Tableau Foundation to volunteer my Tableau skills to teach data literacy and Tableau Desktop to government agencies in Myanmar (formerly Burma) with the hope of empowering them with good information...
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...
Question: I’m building a simple report for my manager. As I add new fields into the report, the first few dimensions that I’ve added are grouping together into a single column. They are separated by commas. I’ve tried adding width to the screen, but that...
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...
I have always been interested in personality types. They are helpful in giving clues into how people think and behave. So, I wanted to build a dashboard to allow people to explore how they compare to others who have taken the Myers Briggs Personality Test....
Question: I thought this would be easy and just a check somewhere, but I can’t figure out how to reverse the order of the colors. As new months are added, they go to the left. I want them on the right. What is the magic...
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...
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