How to Add Multiple Totals to a Table in Tableau

Eric Parker
Tableau Text Tables, Tableau Totals, Level of Detail

Do you want to add multiple totals to the bottom of a worksheet in Tableau? Maybe it would be useful for your user to see both a sum and average of the values in your sheet, but Tableau won't comply.

Unfortunately, Tableau doesn't offer the ability to add multiple totals to a table out of the box, but with a little creativity, we can get there! Some key ingredients include, Level of Detail Expressions, a unique worksheet for each total and some dashboard formatting.

Ready to learn how to add multiple totals to a text table in Tableau? Check out this video!

Tableau Prep for Beginners

Eric Parker
Tableau Prep

Tableau Prep is a powerful tool which allows users to clean and model data at will. It's infinitely customizable and allows for users to apply whatever transformations and alterations they deem necessary to build the data source they need for their analysis.

Tableau Prep provides a compelling alternative to writing thousands of lines of code or paying an arm-and-a-leg for a legacy software solution. There has never been a better time to add Tableau Prep to your toolkit of solutions!

How to Make WCAG-Compliant Tableau Dashboards

Eric Parker
WCAG

In 2024, the United States Department of Justice ruled that all state and local agencies need to have WCAG-compliant websites by April 2026. That also applies any embedded content (like Tableau dashboards!).

If your organization is subject to this ruling, there is limited time to get ahead of things!

In this week's webinar, we shared some practical suggestions we've developed while working with clients to ensure their Tableau content is WCAG-compliant ahead of the April deadline.

How to Use Regular Expressions in Tableau

Eric Parker
Tableau Calculations

Regular Expressions are a family of functions which allow you to identify patterns in text strings and perform a manipulation based on a pattern that is recognized.

REGEXP_MATCH can determine if a substring is present in a larger string and REGEXP_REPLACE can replace a list of values with a predetermined output. These are more powerful than standard functions like CONTAINS and REPLACE because they can handle multiple search criteria at once and the can match on patterns (e.g. ABC-123) rather than exact text matches.

Ready to learn how you can harness the power of Regular Expressions in Tableau? Check out this video!

How to Build Dynamic Parameters in Tableau

Eric Parker
Tableau Parameters, Tableau Calculations

Parameters in Tableau are powerful inputs which allow the user to customize visuals in a number of ways. They can change variables in a calculation, modify a filter or even move a reference line!

For some parameters (like dates), it makes sense to have the value update whenever the workbook is opened. For example, you might want the parameter to default to 'This Year', 'Today' or 'Last Week'.

If you have a scenario where it would be handy to have the default parameter selection update automatically, check out this video to learn how you can create dynamic parameters!

How to Join to Tableau Published Data Sources

Ollie Linley
Data

Working with Tableau Published Data Sources (PDS) can be fantastic for data governance, integrity, performance, and privacy. It can also be frustrating when trying to combine them with other data sources.

A Published Data Source is a finalized version of data source - similar to a PDF. All the editing you want to make to your data needs to happen before the PDS is completed.

Tableau Order of Operations | Common Tips, Errors, Solutions and Use Cases

Eric Parker

Do you struggle to get Tableau filters to work the way you want? Do FIXED expressions confuse you? Do you want Tableau to perform better?

If you want to get the most out of Tableau, you have to understand how the Order of Operations work! Check out the recording below where we cover:

  • Data Source vs. Extract Filters

  • Why Top Filters and FIXED LOD Expressions might misbehave

  • Context vs. Dimension Filters

  • Using Sets as Filters

  • Filtering on Table Calculations

How to Increase Filter Display Font Size in Tableau

Eric Parker
Layout Containers

Do you want to increase the display font size of a dropdown filter in Tableau? You'd think it would be as easy as increasing the font size in the formatting window, but it isn't. Increasing the font size in the formatting window only increase the title font or the font size of a list, but not the font size of a current selection in the dropdown.

If you want to learn a workaround which allows you to customize the display font size (and also customize what text display when multiple or all values are selected), check out this video!

How to Build Beautiful Dashboards in Tableau

Ollie Linley
Design, Tableau Dashboards

The visual look and feel of our dashboards make a huge impact to our end-users, and can increase the adoption rate of dashboards, particularly by non-technical users. We can't under-estimate the "wow-factor" of a good-looking dashboard!

But how do you begin to build a good looking dashboard when you're sitting with one that looks like an out-of-the-box Tableau dashboard? The answer is to craft your own design style using best practices and inspiration from others.

How to Build Hierarchies in Tableau

Ollie Linley
Design

Hierarchies are a simple Tableau tool that allows us to drill through dimension levels, from least specific to most specific. Hierarchies typically work best when our dimensional data is organized in levels, like location (State, City, Address), or person (Office, Department, Team, Individual).

However, hierarchies can be limited. The interface to find the drill-down button is not obvious to our end-users, and drilling down from level 1 to level 4 can be cumbersome. In this video, we'll not only look at how to build and use hierarchies, but work through one or two tips on how to create optimized functionality for some selective features of hierarchies, giving you a better overall end-user experience.

Power BI Basics for Tableau Users

Eric Parker
Power BI

📊 There will never be a better time to learn Power BI! If you come from a Tableau background and want to understand the core skills you need to successfully build data models and reports in Power BI, this one is for you!

We cover how to transform data in Power Query, model data in Power BI, build and customize visuals, and how to format a report!

Whether you want to prioritize your personal skills development or your organization is making the jump from Tableau to Power BI, start here to build a solid foundation for future Power BI success!

How to Build Dumbbell Charts in Tableau

Ollie Linley
Design

Dumbbell charts are an eye-catching way of comparing two values. They can be used for detailed comparisons or simple KPIs. Dumbbell charts are are effective at displaying the relationship between two data points and highlighting the magnitude of change between them. By using a simple yet powerful visual representation, dumbbell charts enable you to easily compare and contrast data points, identify trends, and uncover insights that might be hidden in traditional visualizations.

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