"I have sales information about all 50 states, but I only want to see a single state and how it ranks. Sounds like a table calculation, but there’s a catch. Table calculations in Tableau only compute the calculation on data that is in your view....
“Tableau is an Excel complement, not an Excel replacement.” Whenever I teach a training class, I make this point multiple times throughout the course. Each tool has its own set of specialties and comparative advantages that should govern usage. Or, put more simply, there are situations...
In the Tableau Desktop III: Advanced course, we teach you how to build sparklines, with the added bonus of using a dual axis to create a circle for the last sales value. This circle highlights that final point on the line, making it slightly easier...
There is an example we do in the Tableau Desktop Intermediate course to look at how to union your data. In the example, we use Tableau’s Union function to append different sheets, labeled as different quarters, from a single Excel file into one long table...
When asking a recent Tableau class about how they might use Tableau’s mapping features, I had one course member state that a view he currently uses (and is looking to transfer into Tableau) shows the % change in sales from the previous period by either...
Every single day, I get emails from former students asking for help with everything from visual best practices to calculated fields. Sometimes the questions are quick while others require more thought. Some may be deceptively simple questions that turn into something more complicated than first thought. What...
"How can I draw a 45-degree angle in Tableau, starting from the lower left-hand corner of my view and ending in the top-right corner?" This question came from Ece during a Desktop III class in Atlanta, as well as Christa and Erik from a Visual Analytics class in Boston....
One of the exercises we often have in class involves plotting shapes on top of a map and sizing by a specific measure. Instead of using Tableau’s default (blue) circle, we use varying colors and shapes. However, regardless of what shape or color we use...
This question came up from one of the attendees where I was leading a Tableau Workshop and it’s not the first time either! After showing a demo of creating a crosstab, they asked: "Can we colour a specific column or row in a crosstab?" So, here it is...
This is a question that came up in a class I taught to a commercial airline who were looking at their web analytics data, I also taught it in a colleague’s class dealing with car parking at airports: “How can I compare a metric against the same...
This question came from Jerry in a New York City Desktop I class: “How can I change this view so my reference line labels are easier to read?” Great question! I agree – they are kind of tricky to read on the left-hand side of our groups...
In a Desktop II: Intermediate course I recently taught, a student asked, “When would I ever need the specific dimensions option with table calculations?” This is a great question! We know that we can utilize the prebuilt options in our table calculation dialog box to...
While teaching a Desktop I and II Accelerated class last week in Perth, I got an interesting question from a Tableau student named Clint. "Can you make a highlight dynamic so that it will highlight just the top 10 or top 20?" When it comes to Tableau, the...
This is one of the many questions I get asked as a Tableau Trainer. It may seem straight forward enough, but it isn’t! “Is there a way to work out how many active customers we have at any given time?” Prepping the Data Most clients have data that...
From a Desktop II Intermediate class in Melbourne, Priyanka asked me the following question: "In my chart, I want to show forecast and actual as a bullet graph. I’d like to label both values at the end of the chart, whether that’s the bar that’s exceeded...
Today I received another interesting question from Suzanne, a student during a virtual training. "I want to include a specific value in a top ten list, even if it’s not in the top ten." In other words, our goal is to make sure that particularly important values...
Here’s a question that came out of a class from one of our other trainers: “Student wants a running sum to restart every time the value drops to zero.” How very interesting – a table calculation with a conditional scope. Let’s tackle this problem. Scope & Direction First, let’s...
The latest question from Tableau Training comes from Ryan, who was in a DII: Intermediate course in New York City. "I know I can show top n products with a parameter, but how can I get the top n products nested within other fields?" This is a great...
The latest question from Tableau Training comes from Andy, who was in a DII: Intermediate course in Toronto, Ontario. “I need to match the colors on my charts to my company’s style guide. Is there a way specific colors can be chosen rather than the default...
Time for another question from Tableau Training, this time a question asked by Daniel from a DII: Intermediate course in Kuala Lumpur, Malaysia: "I want to show my actual sales on a line graph, but I also want to combine that to show budgeted sales after...
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