How to Whiteboard in Tableau (Whiteboarding Workbook)

Eric Parker
Design, Tableau Dashboards

One of the most important steps to developing a successful Tableau project is the ideation and whiteboarding phase. In the modern world, we often don't get to do that whiteboarding in person. That poses a real change. Whiteboarding in person is instantaneous. It's easy to erase one idea and sketch another. That becomes a lot more challenging in a remote, online environment.

Even the best online sketching tools are a bit clunky, not to mention it's hard to sketch well on a computer screen with a freehand or stylus.

Build a Custom Color Palette for Tableau

Ollie Linley
Design

Have you ever needed to use your own colors in Tableau? Maybe you need to use your company’s colors, or a brand’s colors, but you’re not sure how to save those colors into Tableau for repeated use.

You absolutely can add your own custom color palettes to Tableau. You’ll need to add some crucial code to the preferences file to do it!

Tableau Layout Containers Tips Tricks and Uses

Eric Parker
Layout Containers, Tableau Dashboards

Over the years, I've had an up and down relationship with layout containers in Tableau dashboard. I remember they saved me on my first big project when I needed to design a worksheet with a dynamic height.

However, then I eventually soured on them. I found them cumbersome and I didn't like how they would show up automatically and force me to lay items out in a particular order.

Over time, I've come back around and have a healthy respect for containers. In fact, I use them in the majority of dashboards I build now. Here are a few key ways I use containers:

Highlight the Highest and Lowest Points in a Tableau Line Graph

Ollie Linley
Table Calculations

Imagine you are building a line graph and want to visually call out the highest and lowest values for your end user. To do that, we can create a dual axis chart where circles representing the MIN and MAX points is overlaid on the line graph.

How can we calculate the highest and lowest values in a Tableau view? These values need to be dynamic (as we filter out info, the values need to change), and they need to be integrated into what we’ve already built. But how can we do that?

How and Why to Create Tableau Data Extracts (.hyper)

Eric Parker
Data

If you want to create the best user experience in Tableau, odds are you want to convert your data connections into extracts. Tableau Data Extracts (.hyper) provide the most efficient way to query data in Tableau. Extracts are local snapshots of your data which have been optimized for usage in Tableau.

Extracts can be customized to filter data, aggregate data, and even hide unused fields. Server and cloud-based data sources can support automated extract refreshes on Tableau Server and Tableau Cloud.

Build a Homepage for Your Tableau Dashboards

Ollie Linley
Design, Tableau Dashboards

Navigating around the dashboards you’ve built can be difficult. How do you build a good homepage? How can you easily toggle from one dashboard to the next without it feeling clunky? Is it even possible for Tableau dashboards to feel easy to navigate?

In today’s video, we answer all those questions. We’ll build a great homepage that allows you navigate to all your dashboards, using icons and buttons. We’ll create dropdown, hamburger menus and a home button to help your users navigate to other dashboards, or go straight back to the homepage.

These skills can make your dashboards feel slick, professional, and user-friendly!

Exploring International Birth Rate Data in Tableau

Eric Parker
Design, Tableau How-Tos

How do you approach a new data set in Tableau? Do you spend a while studying the fields and data types? Or do you Google what other people have built using similar data? Maybe you like jumping straight into building to see how things shake out?

I lean toward the latter. Building visuals allows you to learn the data quickly, develop insights, and expose data issues (let's be honest, there are almost always wrinkles to work out of the data).

Set Actions in Tableau (Proportional Brushing, Asymmetric Drilldown, Color Scaling)

Ollie Linley
Tableau Sets

Sets are a powerful Tableau tool that can be used in innumerable ways. One of the most useful (and eye-catching!) ways to use sets, is in combination with Dashboard or Worksheet Actions.

This combination allows us to update the values of our sets simply by interacting with our dashboards and worksheets. We can add values to our sets, assign values, or remove values, just based on our clicks.

Excel Text to Columns in Tableau (SPLIT Function)

Ollie Linley
Tableau Calculations

In Excel, we can use Text to Columns to split a string. But what about in Tableau?

Tableau has a built-in function called SPLIT() that allows us to split strings into multiple columns. We’ll take a look at how to indicate to Tableau the number of columns we want to see and how to understand where to split the string.

Want to see how to split names, email address or phone numbers to isolate the meaningful information from the text string? Check out these examples!

Data Dashboard Design Best Practices

Eric Parker
Data, Design, Tableau Dashboards

Effective data dashboard design is an art. It requires meticulous attention to detail. It includes visualizing the right data, displaying the appropriate level of granularity, designing an efficient layout, and making a number of minute design decisions so the data hits your user "just right".

If you're looking for a checklist of design elements to review before your next dashboard rollout, you've came to the right place! In this video, we discuss the following 15 design best practices:

How to Calculate Running Headcount in Tableau with Start and End Date Fields

Eric Parker
Data, Table Calculations, Tableau Calculations

Do you want to use Tableau to look at running headcount over time? For example, you work with employee level data which has Start Dates and End Dates and you'd like to be able to see how the total active headcount at the company has changed over the last 8 quarters.

That's something Tableau can do, but it isn't going to work out of the box. It's going to take some creative data structuring and calculations to get things working.

Parameter-Driven Reference Lines in Tableau

Ollie Linley
Tableau Parameters

A reference line is a useful worksheet element. It’s a simple tool - just a line based on a single value that we want to reference in our views.

But, did you know that you can change the value of a reference line using a parameter?

An adjustable reference line turns your static reference line into an interactive tool that you and the end-users of your dashboards can use in a variety of ways. You might run basic forecasts, explore outcomes using 'what if" scenarios, or change a comparison threshold.

Why Tableau Created Relationships

Eric Parker
Tableau Relationships, Data

In 2020, Tableau unveiled a new way to combine multiple tables of data in Tableau Desktop: a Relationship. Billed as "smart joins", relationships provide the capability to merge multiple tables of data horizontally on shared dimensions (like a join). However, they don't duplicate data when the tables being combined have different levels of granularity.

So, are they better than joins? Not always! Relationships can reduce data duplication and improve performance, but a data set that is generated from a relationship might present blind spots if the data isn't perfectly clean.

How to Build a Reset Filters Button in Tableau

Ollie Linley
Tableau Dashboards

I was recently working on a project for a client that had a lot of dimension filters - anywhere from 5-10 on each dashboard. This allowed us to drilldown to the level of information we needed!

But a problem arose when we wanted to reset the filters and select new values. How could we do that? Did we really need to reset each filter individually? That’s so inefficient!

Calculate State and Country Abbreviations in Tableau

Eric Parker
Tableau Calculations

Do you ever have a data set with US State names and it would be really handy to save some space in your visualizations by displaying state abbreviations instead of full state names? Or how about a situation where you want to display country abbreviations instead of the full country name? This happens to me often!

It feels like every year or two I run across a need for this and end up writing the same calculation from scratch over and over again. No more! This video shows how to write calculations which convert state and country names to their abbreviations and provides a Tableau Workbook with the calculations you can copy and paste and never have to write them from scratch again!

How to Filter Multiple Date Fields at Once in Tableau

Ollie Linley
Tableau Calculations, Tableau Parameters, Tableau Dates

Does your data set have multiple date fields? For instance, maybe you have both an "Order Date" and a "Delivery Date". Or maybe you have both a "Hire Date" and a "Termination Date".

Sometimes, you need to filter on both date fields at once to answer questions like, "How many people were hired and how many people were terminated in the Marketing Department this year?"

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