So far in this series, we’ve laid a foundation for the analytics conversation, and we’ve discussed descriptive, or type 2, analytics. Now, we’re going to dive deeper into how we can apply this in more advanced contexts. The second type of analytics is all about building...
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...
After a great 2018, we are pumped for another year of bringing you the freshest content in the data game. The new year got off to a strong start with nearly 30 contributors and over 30 different posts, from high-level pieces commenting on big-picture goals...
This past week, Tableau hosted channel and technology partners at their headquarters in Seattle, Washington, for their annual Partner Executive Kick-Off. This event serves as an excellent opportunity to discuss the successes of the previous year and plan for the coming year. Being a Tableau...
Like many non-native Oklahomans, one of my greatest fears upon moving to the Sooner State was the threat of tornados. After almost five years, that fear has mostly subsided for a number of reasons: the storm shelter in my garage, the weather app on my...
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...
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