Tableau Dashboards

How to Expand and Contract Worksheets in Tableau

Imagine you’ve run into a scenario where you want to be able to show a little more information on your dashboard but it makes it feel too cluttered. However, it’s not nearly enough extra information that it warrants creating an entirely separate dashboard. This is a great opportunity to use a little known feature in Tableau that allows you to expand and contract worksheets in a dashboard.

URL Actions: Use Tableau Like a True App

URL actions open up a new world of possibilities in Tableau dashboards. You can link to a URL field, look up a data point of interest, or even create an action that creates an email form. URL actions have been used to successfully linked sales opportunities to Salesforce, link furniture companies to their products on the web and generate emails to further discussion about data points of interest.

What I Learned About Working with Shapefiles in Tableau

I grew up in the Issaquah/Sammamish area of Washington State about 30 (depending on traffic 60) minutes east Seattle. When I was growing up there in the 1990s and 2000s I remember hearing comments from a lot of people that, “this area has the highest amount of high school students per capita anywhere in the state.”

10 Steps to Ensure Dashboarding Success (6-10)

6. Receive Feedback and Iterate

After you’ve built an initial dashboard, it’s time to get feedback from users and iterate. If your dashboards are going to be used by a wide audience, pick a few of the users you trust to give you feedback. Pick the people who will be frank and honest with you. This isn’t the time to get pats on the back. This is a chance to get constructive criticism so your product is as polished as it can possibly be.

How to Swap Worksheets in a Tableau Dashboard

Imagine you are working on the following dashboard:

You’re pleased with where it’s at overall, but you’ve run into a dilemma. The dashboard helps answer the overall question “Where should we invest our marketing dollars?”, but it’s very hard to compare individual states. Maps are great for high-level geographic overviews but poor for comparing individual values.