I recently learned something crazy about Tableau. If you add a total to your worksheet and then try to filter another worksheet by selecting a total value, it doesn’t work! Maybe you’ve experienced this too and thought you were crazy. The unexpected solution to this problem is to add a separate total worksheet to a dashboard to use as a filter action. Tableau’s own documentation recommends this.
All in Tableau General Knowledge
Does sorting in Tableau ever tick you off? Do your users have trouble finding the sort icon on the axis of a worksheet? Are your end users messing up your custom sorts and blaming it on you?
If you answered yes to any of the above questions, this week’s video is for you!
There’s an age old trick for Tableau Server published content I was recently reminded of and wanted to share. You can quickly and easily export a pdf, png or csv of a Tableau worksheet or dashboard by appending the file type at the end of a Tableau Server URL string. However, there are a few tricks to be aware of so let’s take a look.
Progress toward a goal is a powerful way to motivate stakeholders toward achievements. Tableau is a great tool to help visualize progress toward a goal using reference lines, highlight tables, donut charts and custom images.
I’ve always been interested in history. World history, local history, family history, you name it. About a decade ago I spent time researching and building my family tree on geni.com. I had a good experience and it was a helpful resource. I was able to build my family tree far enough back that I found out that (supposedly) I’m distantly related to the explorer Sir Francis Drake and William the Conqueror, king of England. Who knows how reliable family trees are 10 to 25 generations back however, hah!
If you are coming to Tableau from Excel you are probably familiar with nested if statements. Nested IF statements occur when you have multiple criteria that need to be satisfied to return a certain output. Tableau’s if statements are a little different than other tools.
My computer was getting bogged down recently. My 3.5 year old Microsoft Surface Pro was down to 8 GB left in the 237 GB harddrive.
There are a number of scenarios where you may want to build a dashboard that anonymizes the names/personalized information of everyone except the active user.
One of my quarantine activities has been freeing up space on my computer. In the process, I found a video I meant to post to the blog that I made a year ago! Thankfully, it is still as relevant as ever. Check out the video to learn how you can encode different sort options in a drop-down for your end users to select from.
Want to quickly learn all the main topics you need to know about Tableau Parameters? Check out the webinar recording above!
In version Tableau Desktop 2020.1, Tableau addressed what has been the number one feature request for at least 6 years (as long as I’ve been using Tableau), dynamic parameters!
I recently got a question from a student. To paraphrase it read, “I work for a company of 200 people. We recently purchased Tableau and are trying to figure out the best way to deploy it throughout our organization…
There are three distinct methods for creating groups in Tableau. The differences and features of the differences aren’t well understood. We’ll take the time to review those three methods throughout this post. Those three methods are; header grouping, visual grouping and geographic grouping.
The first thing to understand about top filters in Tableau is where they fall in Tableau’s order of operations.
It is well documented that using a Tableau Data Extractsin lieu of a live connection to a data source usually provides a faster querying experience for end users. What is not well documented are some of the errors that can pop up when working with extracts.
Hiding data in a Tableau worksheet is usually as simple as right-clicking on a label and selecting hide.