Tableau is a great data visualization tool that has some data manipulation capabilities. To get the most out of Tableau, it's helpful to have some SQL skills to prepare data. Join us for the 30-minute recording of our recent webinar below to learn how SQL can improve your Tableau experience!
All tagged Tableau
Have you ever had an experience in Tableau where you set a filter but don’t get the results you expected? There are multiple reasons that can happen. One of them is that you can set multiple filter criteria in a single pill on the Filters Card.
Thank goodness! In Tableau Desktop 2018.3 Tableau officially released the “button object” for use in dashboards. Historically, you had to create a separate worksheet and go through a complicated process to connect multiple dashboard via navigation buttons. Not anymore!
Traditionally the set feature in Tableau is used to create a subset of predefined values. Those may be handpicked (i.e. How do these 5 products perform regionally?) or they may be chosen conditionally (i.e. Where are our top 100 customers by revenue located?). They are generally used to create predefined values you can filter on.
When you embark on a Tableau dashboarding project, you are creating a new product. When Apple releases the newest iPhone, they aren’t putting out a rough draft. They’ve done extensive user and product testing to make sure its the best product possible. You can (and should) use the same design sprint methodology on your own projects to ensure success.
When you embark on a Tableau dashboarding project, you are creating a new product. When Apple releases the newest iPhone, they aren’t putting out a rough draft. They’ve done extensive user and product testing to make sure its the best product possible. You can (and should) use the same design sprint methodology on your own projects to ensure success.
My grandparents have a beach house in Island County and every 4th of July there is a big parade and community get together. One of the events is the “Penny Hunt”. The adults scatter a bunch of coins (of varying denominations) in the sand for the kids to search for. As kids, my brother and I got fed up with blindly digging in the sand so we convinced our dad to get us a cheap metal detector. I remember pulling in $40 the first summer we put it to use. Not bad for a couple of kids.
Totals in Tableau are notoriously rigid. You can’t add two totals lines; one for summarized values and one for averaged values, in the same worksheet. You can have one, the other, or allow Tableau to use a field’s default aggregation for totals.
If you use a parameter to swap between two worksheets in a Tableau dashboard, you lose the ability to use the worksheets’ default color legends effectively. Check out this video to learn a trick you can use to create a dynamic color legend which always shows an accurate data range despite which worksheet is showing.
Yes, you can! Check out the image below for an example.
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Let’s imagine that we work for a restaurant chain and are helping perform an analysis to figure out which items are under-performing. We’ll start with a visual like this...
Last spring I climbed Mount Rainier. Being an adventurous, outdoorsy, Pacific-Northwest born kid, it’s something I’d always dreamed about. While I enjoy physically grueling events, I’m a naturally risk averse person. I needed some friends to finally convince me to do it.
I want to teach you a method I’ve used with various clients when they needed a flexible date field as part of their Tableau dashboard. In one example, I was working with a company that was using Tableau to create client-facing reports. Problem is, they had different granularities of data for different clients. For some clients they collected data daily, others monthly, and some yearly. What they needed was the ability to create a flexible dropdown that allowed them to change the level of date granularity in the view.
If you’ve ever received the error “Cannot mix aggregate and non-aggregate comparisons or results in ‘IF’ expressions in Tableau I feel your pain. I spent my first several months in Tableau not understanding what that error meant and running into impassable roadblocks aggregating data in Tableau as a result.