If you're looking to turn your static Tableau dashboards into interactive powerhouses, buttons are a fantastic way to do that! In today's tutorial, we're diving into one of Tableau's most underutilised secrets: using buttons to control parameters. This isn't just about making dashboards look sleek (though they absolutely will), it's about creating an experience so intuitive that your users will actually want to explore your data.
Do you need to use Tableau to compare values to an equivalent date from a prior year? For example, "How did sales from this Monday compare to the same Monday from last year?"
This is different than comparing to the exact same date from last year since the comparison is probably 364 days (52 weeks) ago. Additionally, this can be made complicated if there are any gaps in your data. For example, if your business doesn't record transactions on Saturdays, you can't simply use the LOOKUP function to go back 364 days because that would take you back too far. Additionally, if you apply a filter and "lose" days in your data set as a result, the LOOKUP approach will fail.
Have you ever tried to manually change the label color for different segments of your stacked bar chart? It's really tricky! While Tableau has a default color which can be white, black, or white and black alternating, you can't dictate how that should be attributed, and it can't be edited individually.
Here's a fun workaround that lets you control every aspect of the labels in your stacked bar chart from color to size to anything else! We’ll use a dual axis chart (a Tableau workaround hero!), and a reversed axis.
One of the most powerful, underrated features in Tableau Prep is the Difference From or "Multi-Row Formula" function. It allows you to calculate the difference in values between rows of data. This is useful when you need to calculate the time elapsed between dates or the general difference in values (e.g. dollars, counts, temperatures) from one row to the next.
This kind of calculation is only available in Tableau Desktop with a Table Calculation which is limiting because Table Calculations can only execute against data that's present in a worksheet. Pre-calculating differences in the underlying data can be a game-changer!
If you're looking to harness the power of SQL's LOOKUP/PARTITION in Tableau Prep, look no further! Check out this video for a full breakdown.
KPI's are a powerful way to draw our end-users' attention to specific key metrics. By adding in visual information in the form of bar charts, we're able to create a comparison of the current year with the previous year.
While there are numerous ways to show this kind of comparison, here are three easy and effective time-series KPI's that can add an element of visual flair to any dashboard! These bar charts are simple to create and use one or two nifty calculated fields to add the visual flair we’re looking for.
Want to learn how to build a sales funnel in Tableau? You've come to the right place! Most funnels are hard to interpret because they deal with size disproportion issues. The classic upside-down triangle visual likely isn't the best way for you to represent funnel data for your users.
We've built funnels for dozens of clients over the last decade and have distilled our learnings into this video! Check it out for tips on writing calculations, building a funnel visual, formatting effectively and compiling it all into a meaningful dashboard.
KPIs (Key Performance Indicators) are essential for any dashboard, helping you track performance at a glance and make data-driven decisions faster. In this tutorial, I’ll walk you through how to build KPIs in Tableau, from setting up calculated fields to customizing visuals that make your data stand out.
Whether you’re designing a dashboard for executives or optimizing reports for daily tracking, well-designed KPIs can bring clarity and impact. Here’s how to do that in an engaging and eye-catching way!
One of the biggest areas of technical advancement in Tableau Desktop over the last several years is the ability to model complex data sources. Relationships first debuted in 2020 but were only usable for simple data models because you could only use a single fact table as a base table.
In 2024, Tableau updated the Relationship builder to allow for multiple-fact tables and shared dimension tables. This ability is invaluable in complex analyses that leverage numerous tables.
Tableau’s Certifications aim at testing your theoretical and practical knowledge of Tableau through Multiple Choice Questions. The test is designed to give your CV the stamp it needs to show that you know how to use Tableau, and that you’re confident applying theory to reality.
However, many people feel overwhelmed when studying for these exams. Knowing where to focus your attention when trying to study “the whole of Tableau” is a daunting task!
If you want to use Tableau for free and don't need to ensure your data is perfectly private, you can use Tableau Public! This free-to-use option is perfect for Tableau newbies, testers, or people working for organizations where expensive Tableau licenses just aren't possible.
In this video, we'll see how to build a dashboard from scratch: from connecting to data, to building worksheets, to adding actions, and finally, to publishing it.
Comparing one time period to another is a common use case in Tableau. In our experience, one of the best ways to do that is to overlay one on top of the other. The question is, how do you do that dynamically for both a current and comparison period?
Check out this video for one of our favorite homegrown solutions where you create a custom date field and a custom value label which allows you to overlay two time periods for comparison!
Tableau text tables are very powerful, but they're also pretty rigid, right? If you're a text table power user and you haven't checked out the Table Viz Extension, drop what you're doing!
A few things you can do with this versatile extension:
Create columns of varying widths
Add filters to a single column only
Dynamically color/format one column at a time
Set different mark types for each column Ready to add this to your toolkit?
Check out this video now!
How do Tableau URL Actions work? Let's dive into how they work, what they can do and some creative ways you can customize them.
URL Actions in Tableau provide the ability to generate open a tab in a browser based on a user selection. There are loads of ways to set them up too. You can reference a full URL field from your data source, you can append a field to the end of a static URL slug, heck you can even generate a form email from within Tableau using fields in your data source!
Do you ever get asked to build text tables for stakeholders? Do you feel like you could be driving more value than providing boring black and white text in rows and columns? 🫠
Well, we ran a webinar all about text tables and how to take them to the next level. In this webinar, we'll talk you through 12 tips for beginners to advanced Tableau users.
FIXED LODs are wonderful because they allow us to aggregate our measures at a chosen Dimension level, regardless of the level of detail of the worksheet. However, they aren't affected by Dimension Filters, because they're calculated before Dimension Filters are processed.
There are various scenarios where we need to work around that. We'll use Context Filters to help us where we need our LODs to be filtered, and we'll take a look at an example where you might not want your LOD to be filtered by your Dimension Filters.
Do you need to build a dashboard in Tableau Cloud but you don't know where to start? We've got you covered!
In this video, we cover connecting to data, building data visualizations, filtering, number formatting, worksheet formatting, Table Calculations, compiling a dashboard and publishing your work.
Join us for a thorough breakdown on how to build your first dashboard in Tableau Cloud!