Making the jump from Power BI to Tableau can feel daunting. The interface, vocabulary and build order feels upside down. If you want guidance and someone to help translate Power BI features to Tableau, you came to the right place!
Ready to build your first Tableau dashboard? Follow along! In this video we cover connecting to data, formatting, building worksheets and compiling a dashboard.
Arrow charts make change visible at a glance by pairing a starting point with an endpoint connected by a directional arrow. They're ideal for showing before-and-after comparisons, tracking shifts over time, and communicating both magnitude and direction in a single mark, making them a powerful choice whenever movement is the story you need to tell.
Maybe the best part about them is that they're eye-catching and fun to look at! 🎨
In many Tableau Table Calculations, you can use the default Scope and Direction options to execute the calculation the way you want. However, that isn't always the case, especially if you have three or more dimensions in your worksheet.
If you're having trouble getting a Table Calculation to execute the way you want, Specific Dimensions is your lifeline! This feature allows you to have exact control over how the calculation executes.
The shorthand rules for Specific Dimensions are...
Need to get some Tableau training for yourself or your team? We've got you covered! Whether you want to dive deeper on Tableau Desktop, Tableau Prep, Calculations or Dashboarding, we've got a class for you!
This spring, we’ve got 7 Tableau classes. You can check them out here!
Telling multiple data stories at once is difficult, but not with dual axis charts!
Take your visual storytelling to the next level and tap into visual tricks that most Tableau users don’t with this week’s deep dive on dual axis charts.
If you want to learn how to build arrow charts, add labels to both ends of a bar chart and create fully customized bar-in-bar charts, this is for you!
When should you use Table Calculations and when should you use an LOD? There are differing opinions out there...
When the calculation is dependent on information in your window, use a Table Calc. When it's independent, use an LOD.
Unless... your workbook starts to show performance issues.
Tableau's parameters are variables that can take the place of constants. They are the primary tool that we use when we want to add interactivity into our views, allowing our end users to interact with sliders, drop-down menus, and type in boxes to change the values in the views.
Parameters can be used to change values in a filter, a calculation or even a reference line! In this video, we'll look at the most important things you need to know to work well with parameters.
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!
While we have many out-of-the-box Tableau classes, sometimes custom training is what your team needs.
Here are a few benefits of having us build and deliver customized Tableau training for your team:
Want to build professional Tableau dashboards without the expensive license? Tableau Public Desktop is a powerful, free resource that's perfect for learning and showcasing your data visualization skills.
In this tutorial, I'll guide you step-by-step through creating your first dashboard from scratch:
While we have many out-of-the-box Tableau classes, sometimes custom training is what your team needs.
Here are a few benefits of having us build and deliver customized Tableau training for your team:
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!
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.
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!
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!
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.
