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...
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...
November is known as a month of giving thanks, and we are certainly grateful for the solid content published on the blog this last month! With 26 posts and over 20 contributors, we've got a lot to be thankful for, including some great pieces that...
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