Groups are an incredible feature in Tableau, but they are limited. For instance, you can’t leverage a group for a blend or cross-database join.
If you need to use the output of a group for data preparation, you will probably want to turn it into a calculated field. Rather than doing it slowly by hand, why not leverage a quick calculation which can speed up the process?
Check out the video below to learn how you can easily turn a group into a calculated field in Tableau.
Sometimes when I’m creating summary tiles for Tableau dashboards, I like to add arrows or percent increases/decreases to let consumers know how current values relate to the comparison period.
The numerous grouping options in Tableau Prep are one of the best parts of the tool. In addition to manual grouping, you can group based on common characters, pronunciation and spelling. However, scrolling through existing values and grouped values to determine if the groups which Tableau Prep created were a good fit can be cumbersome.
First off, let me give a huge shoutout to my colleague Klaudia for inspiring this post. She put together a dashboard format for a client we work for and I found it to look so sharp that I’ve adopted it for my own uses!
If you are looking for some inspiration for how you can make your Tableau business dashboards more visually intuitive, you’ll want to check this out! I walk through all the design steps in the video below.
Dealing with nulls in Tableau calculations requires a bit of specialized product knowledge. For instance you can’t write IF [Dimension] = NULL THEN “X” END. If you want to reference a null value, you need to use ISNULL. If you want to replace a null value with another value, you can use IFNULL. If you want to replace all nulls with zero, you can use ZN. Check out the video below to learn how these functions work and learn which kinds of use cases they are most helpful for.
Have you ever run into a situation in Tableau where you add labels to the ends of your lines, only to find out those labels are overlapping the lines and are borderline illegible?
Waterfall charts are a powerful visual you can create in Tableau to demonstrate the running, cumulative effect of positive and negative values over time. They are fun way to spice up your dashboards, but it can be difficult to remember each of the exact steps you need to follow.
This might be a record short post for the OneNumber blog! I hope I can save you the five minutes I wasted writing custom string calculations trying to combine Date and Time fields in Tableau.
No! This post is not a mistake. It really is our third blog post in the last three years detailing how to transpose values in Tableau Prep. The tool is rapidly evolving, and the good new is that the process of transposing values is becoming more seamless each time.
Did you know there are at least 3 different types of groups you can create? Which of the types is a best fit for you depends largely on your situation and data.
Google Sheets has some cool functions which allow users to import data to Google Sheets from a webpage.
Have you ever noticed how axes in Tableau worksheets are always at the bottom? That can feel counterintuitive to end users. They have to go all the way to the bottom of the worksheet and read the axes to determine what the worksheet is trying to communicate.
I was recently reading the book Principles by Ray Dalio (who founded one of the largest hedge funds in the world). He has an interesting mind and displayed a chart for visualizing data over time series, ranking values against each other. He mentioned that good thinkers are generally able to identify and visualize trends well. His chart looked something like this.
I provide summary tiles at the top of most dashboards I build to provide easy-to-find, bite-size information for my end users. There are a couple primary approaches to creating summary tiles in Tableau and a few tricks you can utilize to make them look crisp.
A student in one of my Tableau classes recently told me they were searching for a solution to one of their problems and came across my blog post Month to Date vs. Previous Month to Date in Tableau. Score!
I asked if it solved his problem and he mentioned that his use case was slightly different. Instead of answering the question, “How do month to date sales compare to previous month to date?” he was trying to answer, “How do month to date sales compare to month to date sales for each month from the past year?”
In Excel, you can easily highlight an entire row in a spreadsheet by selecting a row and adding fill to the background of the cells. How about Tableau however? Tableau highlight tables get you close, but one of their shortcoming is they don’t highlight the background of dimensional headers.
