Here's a question I've heard often during training sessions: “How can I customize my charts with parameters?” If you’ve spent some time in Tableau you’ve most likely encountered parameters. Parameters can be an excellent addition to any workbook because they allow viewers to interact and make selections...
Here’s a question I got from a student named Summer in a DII: Intermediate course in Hong Kong: "I want to show all of the cities in the United Kingdom for a particular measure but only show city name labels for the top five." Awesome question! Let’s...
Here’s a question I got from Quoc about how to work with the structure of the data source he was receiving: “How can I transform my crosstab into a flat list?" He wanted to take a table that looks like this: And make it into a flat list...
Here's a question I often get in my Tableau training classes: "How do I create friendly text hyperlinks on a dashboard that open to an external webpage?” You may know how to bring a text object onto a Tableau dashboard, but what if you want your users...
Often times during training, students approach me with a pretty understandable issue. "I already build this report. How can I use my current output to build a visualization in Tableau?" My initial response is: “Let’s see if we can access the original data. Using the transactional database will...
article.post img { max-width: 760px; } Sometimes Tableau puts mark labels exactly where we want ‘em… But sometimes the default positioning of mark labels leaves class participants asking: “Can I pick where my mark labels go?” The answer is yes! You have two options for adjusting positioning for your mark...
Here's another question I hear from time to time during Tableau training: “How do I make a URL action open inside of the dashboard rather than in a new window?” You may know how to make dashboard URL Actions in Tableau that link to various webpages based...
Some pretty common questions heard in my Tableau training courses surround worksheets. Here’s a frequent two-parter: “How do I clear a worksheet? How do I make a copy?” Two Essential Tableau Worksheet Shortcuts Students in training are always curious about the power of Tableau to make their lives...
Another great question from one of my Advanced classes as posed by Yelda: "I love box-and-whisker plots, but how do I export that data out? I want to grab the median, the quartiles, everything and put it into a crosstab." Awesome question! Let’s find a solution.bo Box Plots As...
From my Melbourne Advanced class last week, I received the following question from one of my students, Arpan: "Can I manually set the colors of a stepped gradient?" The quick answer is: Yes, you can! Let’s learn more about this question and potential use cases for the solution. Stepped...
A common question that comes up in trainings is: "I accidentally removed the null indicator, how do I get it back (without using undo)?" Ignoring the null indicator on visualizations can often cause discomfort among end users as they may believe that something is wrong. In certain...
We get lots of questions conducting Tableau trainings across the country. Many of them unveil new functionality that Tableau releases that we as trainers come across first when teaching new Tableau users. The below question has many answers, but I wanted to highlight something from Tableau...
A common question that comes up trainings is: ”What does the small grey bar within the quick filter box represent?” Using quick filters is one of the easiest ways to provide end users with the ability to control what they want to see. Although they are quick, they...
A common question that comes up in trainings is: “How do ZIP codes work in Tableau? Do I need to add in leading zeros, or can I leave them out?” As geographic fields become increasingly available in the field of analytics, aggregating customer information to ZIP code level...
It’s been a while since I wrote in this series, but I was recently conducting a training and was asked a question that I have never been asked. I’m sure it comes up regularly, but I never came across it. I was asked: “Tableau makes the week...
A common question that often comes up in trainings is: “How can I add conditional formatting to my visualizations?” Conditional formatting can be a useful way to call attention to textual data. Common cases of conditional formatting involve using Color or Symbols (That’s symbols for all...
A common question that often comes up in trainings is: “How do I utilize the Pivot feature in Tableau to make building charts easier?” What does it mean to pivot data? A pivot is a transformation of data structure from a wide view (many columns) to a...
A common question that often comes up in trainings is: “How do I add gaps between the bars of my visualizations?” The first thing to know is whether or not your graph should have spaces between the bars or not. If you are trying to visualize ordered...
A common question that often comes up in trainings is: “How do I run a 'difference between two dates' calculation only considering business days?” In order to focus on business days, we need to adjust our calculated field to define what a “Business Day” is. First, we need...
Continuing the series, a question came up concerning Tableau actions in my latest class. The user wanted to have a complete understanding of what happens when they add a filter action and how to know if the action was applied correctly. This blog post is...
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