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The newsletter you’ll be waiting for.
Every week I read articles from news sites, blogs and new Tableau articles. I also look through new posts on Tableau Public, Twitter, LinkedIn, Tableau partner websites and in the Tableau Community, looking for the best and most useful pieces of content about Tableau and data visualisation practices. You’ll get the best ones, for free.
Here are some articles that have been included in recent editions of Tableau Bites:
With the release of Tableau 2020.1. Dynamic Parameters are now available in Tableau. Zen Master Kevin Flerlage takes you through the keys to using Dynamic Parameters and it's use cases.
Dynamic Parameters allow you to update your chosen field values from a data source when opening a workbook, as well as automatically setting a parameter to a value you have selected. The use cases Kevin demonstrates with the feature are date range and dynamically pulling different tables from a database.
If Dynamic Parameters was not enough to whet your appetite, another new feature that has emerged in Tableau 2020.1 is the introduction of the Buffer Spatial Calculation for mapping.
Zen Master Marc Reid shows you how to use the Buffer spatial calculation by explaining the various use cases, including looking at areas a company would look at for trading opportunities. There are endless use cases for using Buffer spatial calculations in your maps in Tableau.
Mark Bradbourne has a dashboard requirements worst-case survival handbook to help you navigate through the challenges dashboard designers are likely to face when creating company and client dashboards.
Some of the usual challenges Mark explains are centred around exporting dashboards to Excel, using a pie chart and stop light dashboards. For Tableau analysts, they are likely to face these challenges on a regular basis so this handbook may help you get out of a stressful dashboard building process
Andy Kriebel is back with another useful Tableau tip up his sleeve as he shows you how to deselect marks on a worksheet with a Highlight Action.
For this tip, Andy combines the Highlight Action with Set Actions for two use cases, focusing on deselecting the quarter selected in the quarterly sales worksheet and deselecting a part of the stacked bar chart selected for a Region. There are many use cases for using this tip in your dashboards.
Andrew Lehm from The Information Lab demonstrates how to filter between blended data sources in Tableau using Set Actions. This is a great workaround when it comes to filtering particular types of charts (i.e. Quadrant Charts) that would be filtered by a quadrant or segment within a secondary data source.
Eric Parker explains the three methods for creating group options in Tableau. The three grouping options include header grouping, visual grouping and geographic grouping.
Header grouping focuses on allowing users to combine header values, which is particularly useful with bar charts. With visual grouping, the user can select data points to a group (e.g. Quadrant charts) whereas geographic grouping (e.g. Maps) is focused on the user selecting geographic entities in a group.
The first Tableau Zen Master to feature in this edition is Steve Wexler, who shows you a different approach to the scroll bars we have come to expect in our Tableau dashboards.
Steve highlights a different approach to synchronized scrolling by creating a big ass dashboard (BAD). This means creating a dashboard so tall that you do not see individual scroll bars in the view. Instead, you have one scroll bar on the right-hand side of the dashboard instead of several scroll bars in the view.
Seffana Mohamed-Ajaz from The Information Lab explains how you can use filter actions to update sheet titles on your dashboards.
This tip is a great way of filtering the information you want to see in the dashboard while creating a dynamic title that updates itself. Seffana demonstrates the use of filter actions to update sheet titles by using the Superstore dataset.
Zen Master Tristan Guillevin demonstrates how you can build a Voronoi Treemap in Tableau with two simple steps. This involves generating the Voronoi data as a text file and visualising it in Tableau using the Extract Data function. I hope you can find some use cases for using a Voronoi treemap in your work?
Luke Stanke from Tessellation demonstrates how you can build custom colour palettes for your real-world dashboards in Tableau.
The Zen Master highlights some tips to consider when building custom colour palettes for Tableau dashboards, including obtaining access to official brand standards documents, colour blindness and testing the colour palette with basic visualisations to make your dashboards accessible to everyone.
Spencer Bauke has four tips that will help make organizing your Tableau workbooks more easier for dashboard designers.
He explains that by using comments, folders, as well as annotating calculations and default formatting, it will streamline the process for dashboard designers who are creating and designing dashboards in Tableau for clients and organisations.
Last, but not least is new Zen Master Kevin Flerlage, from the Flerlage Twins who shows you how to dynamically control the formatting of various elements in Tableau by using multiple calculations to do this.
Kevin demonstrates this through a couple of simple use cases where he uses multiple calculations to change colour within the tooltip to swapping measures with parameters. There's plenty of ways that you can use multiple calculations to dynamically control the formatting of your dashboards.
One of the most talked about features in Tableau 2020.1 is the introduction of animations in Tableau, but you're wondering what's the difference between animations and transitions?
Tim Ngwena highlights the differences between animations and transitions by demonstrating the feature with a use case of the running total of profit and sales over four years. Tim argues that animations should be called "transitions" but I will leave it you to decide if you want to call it animations or transitions?
Zen Master Luke Stanke rethinks how you should format the Parameter slider in Tableau by using a separate sheet to replicate Tableau's default Parameter slider. This is a great workaround for giving a different look and feel to the usual Parameter slider we're familiar with in our worksheets and dashboards.
Zen Master Chris Love shows you how to build UpSet Plots, which is an alternative chart type to building venn diagrams, which are difficult to build in Tableau.
UpSet Plots allows you to bring more insights into your data in a much smaller space, compared with a venn diagram. Chris uses the Week 2 dataset for Makeover Monday on approved pesticide use in four regions to build the UpSet Plot. I hope you can find a use case for using UpSet Plots in your dashboard?
Jeffrey Shaffer highlights a common issue dashboard designers in organisations face when gaining user adoption and changing culture in which Jeffrey plays "The 6 Month Blues" with one of his Makeover Monday dashboards on London Bus Safety.
Jeffrey explains that change should be introduced slowly when organisations design dashboards that they should gradually steer away from using the standard red and green colours in a dashboard, particularly for users who are colourblind.
The Tableau Magic continues to spread from Toan Hoang as he shows you how to create a volume dial chart in Tableau. Volume dial charts are great for showing which regions have generated the most percent of sales or healthcare providers are reaching their goals over a set period of time.
Adolfo Hernandez demonstrates how to create unit bar charts that don't look like bar charts. Adolfo uses Parameters and calculations to create a unit bar chart which shows which US states are progressing in terms of hitting the $500,000 sales goal.
From the Zen Master Hall of Fame, Jonathan Drummey shows you how to hide Selection Borders in Tableau, using both Parameter and Highlight Actions. This tip is great for allowing the user to select the insights they want to see in the dashboard while ensuring that the selected border is hidden from the view.
The Zen Masters keep coming in this edition of Tableau Bites as Matt Chambers demonstrates how to create a row and column highlighter using Set Actions in Tableau.
Adding a row and column highlighter to a crosstab is a great way of highlighting which regions are generating the most sales for a retailer or which hospitals are providing a good level healthcare within their respective dashboards.
Advanced Tableau users! Marc Reid has you covered as he explains how you can group timed data using Custom Time Bins. Working with timed data can be challenging in Tableau but Marc's approach enables you to group timed data into custom bins by using Parameter Actions and Calculations to do this.
It's not often we have three Zen Masters in one edition of Tableau Bites, but we do and Bridget Cogley has five secrets to share with you on improving colour usage in your Tableau dashboards.
Colour is one of the most challenging things to get right in a dashboard. Bridget explains a few things that dashboard designers should do with colouring dashboards, including using a monochrome design as well as building the dashboard before adding colour in.
Hanna Nykowska from The Information Lab has a Tableau tip up her sleeve in the form of the INDEX trick, which is using the INDEX() function as a filter.
This tip has some incredibly useful use cases. It includes making hidden values visible, instead of hiding them from the dashboard view while also combining the INDEX() function with other Table Calculations to get rid of repeated values in the dashboard itself.
Lorna Eden demonstrates how you can label both end of the % of total bars in a bar chart.
Labelling both ends of the total bars using a % of total by using a Parameter is a great way of showing which product categories in certain regions are selling well or whether employees are hitting their allotted sales targets compared with the company average.
Kicking off the first Tableau Bites of the new decade is Christopher Marland from The Information Lab's Data School as he demonstrates how to make a span chart in Tableau.
A span chart can be used to display data across a minimum and maximum range. Whether if it's looking at company department productivity or annual employee wages, a span chart is great for Tableau dashboard designers working in the human resources industry.
OneNumber's Eric Parker explains how to create a subtitle in Tableau that highlights which fields have been filtered in your dashboard.
This is useful if you have created a dashboard in Tableau that has a lot going on, which makes it difficult to find which filters are being used. Eric's approach by creating a subtitle below the main title makes it clear what filters are being used in the dashboard itself.
For the advanced Tableau user, 2019 IronViz runner-up participant Lindsey Poulter focuses on how you can create a custom dropdown in Tableau that uses both Parameter Actions and Show/Hide Container. This is great for looking at how various product departments are performing over the year.
Zen Master Jeffrey Shaffer highlights some best practices for text alignment on your Tableau dashboards. Jeffrey explains how text alignment in Tableau can be used appropriately while identifying different scenarios of using left-aligning, centre-aligning and right-aligning text in a dashboard.
I hope you can find a use case for this in your real-world dashboard?
The second of two Zen Masters to feature in the first Tableau Bites of 2020 is Andy Kriebel, who has another Tableau Tip up his sleeve with using distribution lines to create space for labels in a dashboard.
Andy shows you how you can use distribution lines to provide space for labels in your dashboard. If you have a sales dashboard that already has a filter for your audience to use, using distribution lines is a great way of creating space for labels in the dashboard while reducing the visual clutter in your dashboard.
Ross Easton from The Information Lab's Data School gives you a basic introduction into string calculations in Tableau. Ross focuses on the left, mid and right functions of string calculations, which allows you to separate merged bits of information in your dataset into separate columns.
This is useful if you have data that has been merged together in certain cells and you need to separate the information into individual columns.
Starting off the final Tableau Bites of 2019 is Anna Prosvetova from The Information Lab's Data School, who shows you how to build a candlestick chart in Tableau.
A candlestick chart is great for showing the fluctuating price changes in stocks and currency data, showing which days or months have shown a rise or decrease in prices. This is particularly useful for Tableau dashboard designers who work in the banking and stock market industries.
Dorian Banutoiu from Canonicalized highlights the most common issues that you are likely to deal with when using a scatter plot in Tableau. A scatter plot is great for showing which employees are generating the most sales within their department or how many customers are visiting your store.
It is worth taking into consideration when using this chart type in Tableau that you are going to deal with common issues, which includes dealing with NULL values or synchronised axes. Dorian explains some approaches to dealing with these common scatter plot issues in Tableau.
If you are an advanced Tableau user, Tessellation's Spencer Bauke shows you how to use Parameter Actions to compare time periods. This is a very useful tip to use if you are working with data relating to time periods and need to select which time period on your dashboard to look at, whether that's product sales or employee retention.
Rodrigo Calloni explains how you can track the usage of dashboards created in Tableau through URL actions. This simple tip could be useful for dashboard creators and designers who want to track the user behaviour of interacting and engaging with the dashboard they have created in Tableau.
Gwilym Lockwood from The Information Lab has a tip up his sleeve for creating a printable table with multiple pages in Tableau. Gwilym uses a Parameter and running total calculation to create a table that can be printed across multiple pages.
We've saved the best for last as Zen Master Ken Flerlage shows you how to use Zoomable Charts in Tableau. This sort of chart is useful for zooming into a particular area within the chart you want to look at whether if it's the increase or decrease in medical sales or product sales over a certain time period.
Zen Master Matt Chambers shows you how to utilise the power of Set Actions to create a sheet selector in Tableau.
Matt walks you through step-by-step on creating the sheet selector using Set Actions, which is designed to create user interactions that can change the visualisations shown on a dashboard.
Toan Hoang spreads his Tableau Magic once more, highlighting the flexibility and output the tool can bring to analytics and business intelligence professionals using Tableau in five categories.
The five categories Toan highlights are centred around presentation and print, interactive dashboards, infographics, data extracts and embedded analytics. Depending on how you use Tableau, it's important to know how you can use the platform to it's full potential to benefit your analytics department or consultancy.
For the more advanced Tableau user, Lindsay Betzendahl has a tip up her sleeve using level of detail (LOD) expressions to compare max/min year values. The LOD expression for max/min year values is great if there are missing values in the dataset that affect the quality of the dashboard or visualisation and need to be filled in.
Klaus Schulte explains how you can visualise one of the most important documents for an accountant, a profit and loss statement. The Zen Master mentions using the scorecard approach to creating a P&L statement in Tableau while using different approaches to bring context for your statements.
Expedia's David Pires provides six different user cases for using Parameter Actions in Tableau, which was released in Tableau 2019.2 earlier on in 2019. It includes using Parameter Actions for running total start date, sort it with 1 click, combined scroll, drill-down, sync references and before and after.
Maybe you can find one that is useful for your product sales or employee engagement dashboard? There are many different use cases...
Slalom's Sarah Bartlett shows you how to dynamically colour your tooltip text in Tableau. This is a great way of turning an ordinary-looking tooltip into something that enhances and improves the user experience for users and managers who are interacting with the visualisation or dashboard.
Kevin Flerlage highlights one of the less-promoted features when Tableau 2019.2 was released in May 2019, collapsible containers.
Collapsible containers can be utilised in several ways on a dashboard. Whether if it's to show and hide filters or parameters, sheet swapping, creating stackable charts or modifying the background colour of a visualisation, you'll find a way of applying a collapsible container in your own work! Kevin walks you through step-by-step on 12 different use cases.
Nick Jastrzebski from The Information Lab shows you how to level up your dashboards with an overview of removing values from quick filters by using Tableau's Order of Operations.
There are three ways of doing this through the Order of Operations. The first approach includes duplicating a field that you are using and then excluding it. The second approach uses a set filter to filter out unwanted values and the last approach combines both approaches to remove values from quick filters.
The Principal of Playfair Data is back with another excellent how to article. Ryan Sleeper guides you through how to make ranged dot plots in Tableau. A ranged dot plot is great for identifying which regions have generated more sales within your business over a 12-month window.
Want to make your KPIs stand out? The Data School's Joe Stokes demonstrates how to style your KPIs in Tableau to display positive or negative change. This can be incredibly useful for businesses who want to look at if the number of sales or orders has increased or decreased year-on-year.
In this age of digital distraction, designing accessible dashboards in Tableau that does its job for your department manager or business is essential. Bridget Cogley mentions why its important to create calm spaces for users to engage in your company sales or healthcare dashboard.
If one Data School post was not enough, let's make it two! Georgie Grgec explains how to use a Set Action to show the difference from the average by using a difference in average chart to show which states are performing above the average state in the Sample Superstore dataset.
Toan Hoang is back with another of his Tableau Quick Tips as he shows you how to build a thermometer chart in Tableau in five minutes or less. A thermometer chart is great for showing the progress of where certain markets have performed better than others or different department performances within a company.
Figuring out where to start with Set Actions in Tableau? Viz Queen Louise Le from The Information Lab has a lovely little tip on changing the selection that impacts the colour scaling on a map using Set Actions.
The tip can be used if you're looking into what regions are providing the highest number of product sales within a company to identify which products are popular within a certain region.
Ryan Sleeper shows you how to make hub and spoke maps in Tableau by using the MakePoint and MakeLine functions to show the location path between Ryan's 10 favourite barbecue restaurants and the Playfair Data offices in Kansas City, Missouri! I am sure you can come up with some more useful use cases?
Interworks' Dustin Wyers shows you how to use nested IF calculations in Tableau. Dustin uses this approach by using a nested IF calculation to identify which Segments and Ship Modes have been flagged or not flagged in the Sample Superstore dataset.
Andy Kriebel has another Tableau Tip up his sleeve as he delves into his handy tips and tricks toolbox to show you how to create a dynamic scatterplot and dynamic line chart which uses Parameter Actions to pass the Measure Names field to a parameter, and a calculation to achieve the result. This approach overcomes the fact that you cannot refer to "Measure Names" in a calculated field.
Trying to create a dashboard that looks like a webpage for a client? Rodrigo Calloni replicates this approach by using Parameter Actions to create a tabbed navigation-style menu in Tableau.
This approach can be useful if you're looking to create a dashboard that looks and feels like a webpage in terms of identifying certain performance fields (i.e. healthcare and sales targets).
Toan Hoang has spread some of his Tableau Magic again as he shows you how to build a Calendar Table in Tableau that will take as much time as making a cup of tea or coffee.
This is great for showing what months and days have performed well for product sales or department performance and displaying it in a Calendar Table.
Tableau has brought out Tableau 2019.3, releasing a raft of new features to data professionals. Ryan McShane, Senior Manager, Product Marketing highlights the three main features in the update, including the AI-powered Explain Data, Tableau Catalog and the Tableau Server Management add-on.
Ryan Sleeper has yet another how-to as he shows you how to make Sheet Swapping better in Tableau by using layout containers. The Principal of Playfair Data demonstrates this approach to sheet swapping by giving the user a chance to go back and forth between the scatter plot and bar chart.
Zen Master Klaus Schulte highlights two ways of encoding change in Tableau-created line charts.
Klaus uses the Step Line Type approach where he builds his line chart manually in Tableau and creates a dual axis to encode change in the chart. He also mentions that you can use this approach with a Regular Line Type by using Parameters to achieve this result.
Figuring out how to make your maps look more clearer to read? Jeffrey Shaffer has a way of doing this clustering the marks together in your map by using Parameter Actions.
It's useful if you're working with incident data to find out which areas in a region or city have the most incidents within a specific geographic area.
Donuts! Gwilym Lockwood shows you how to create dynamic reference banding in your donut charts in Tableau.
These donut charts could show the percentage of support tickets being answered by your team or whether your analytics department has under or over performed for monthly sales or healthcare performance.
Zen Master Rody Zakovich starts off the 20th edition of Tableau Bites with a simple, but effective tip using basic maths to do dynamic number formatting in Tableau.
This is useful for labels and tooltips when using a parameter to select from a list of measures with different magnitudes, for example.
Want to build and design a dashboard extension in Tableau? Tableau's User Experience Designer Jen Wong explains why its important to not only create a dashboard extension that works, but offers the user a great experience with the extension on offer.
Tableau Bites would not be the newsletter it is without having one of Ryan Sleeper's excellent how-to articles. Ryan introduces a new chart in Tableau, the leapfrog chart, which are a variation of a minimalist dot plot that allows the user to focus on the performance of one element in a dimension against the others and the overall average.
Tableau's Technical Evangelist Andy Cotgreave highlights the five questions that you should be asking as an analyst when designing a mobile dashboard. Andy explains that you should be building your dashboard for mobile in the same way that you would build it for desktop.
The third and final Zen Master to be included in the 20th edition is Rosario Gauna as she shows you how to drill down of a date while utilising Tableau's recent new feature, Parameter Actions.
This technique allows you to drill into a single member in any chart or table - which has been a much-missed feature in Tableau.
While one article was not enough, we have a second how-to from Playfair Data's Ryan Sleeper. Ryan shows you how to make the connected scatter plot by connecting the marks by year to the dots in Tableau.
Zen Master Jeffrey Shaffer demonstrates how to create a map that can zoom in, filter, control, show and increase the radial distance, as well as increasing the mark size of the map as it zooms in utilising a mixture of Set, Worksheet and Dashboard Actions.
Tableau's Queen of Set Actions, Lindsey Poulter shows you how to use Set Actions to switch either metrics or dimensions in your dashboard using the tried and trusted Superstore dataset.
The Zen Masters keep coming as Ryan Sleeper has yet another clever tip up his sleeve towards creating better relative date filters over 7, 30 and 90 days in Tableau. This tip can be used in all sorts of ways for the user to select the relative date range they want from the data.
Points of Viz' Mark Edwards shows you how to tidy up your Tableau chart labels with secret reference lines. Mark demonstrates how to create space for your labels in your visualisation without having to fix an axis, giving your labels inside your viz the space they need to be readable to your users.
Tableau has released an Executive KPI Dashboard Starter Kit for healthcare professionals. Derek Cyr explains how the starter kit can help hospitals deploy a solution to see and understand the hospital's most critical performance indicators.
Hanna Nyskowska from The Information Lab has a way to give your tables some added colour by demonstrating how to do this in Tableau, as well as adding information icons to highlight the section you want to hover over on the table.
Colin Wojtowycz visually analyses the questions to 'why', by using Tableau's new dedicated dashboard buttons. Colin explains how having different views enables the audience to see different insights from the same data, which enables them to be able to ask and answer business questions quickly.
Tableau Magic's Toan Hoang has a quick tip that will show you how to build a connected bar chart in Tableau in five minutes or less. He uses the Orders section of the Superstore dataset to create a quick and easy connected bar chart.
Playfair Data's Ryan Sleeper explains how to drill into a single row of a text table in Tableau, utilising the trusty Superstore dataset. The trick to click into a single row to expand and find more detail can be done through Set Actions or Parameter Actions.
Cerner's Sean Miller goes through the process of how to make your population pyramids POP! in Tableau by creating a chart using diverging bar charts to look at the population distribution for a client's high cost members.
Zen Master Bridget Cogley highlights how we should be designing dashboards for the whole picture. By working together through the charts that make up the dashboard, Bridget emphasises that it helps to think beyond the chart and encourage interaction for the user whether if it's focused on sales, profit or HR efforts.
Webranz's Alex Waleczek questions the use of line charts and bar charts by looking at which chart you should use across different issues such as the usage of ink, the number of categories being used and the importance of NULL values as this depends on the question you are trying to answer in the chart.
The Information Lab's Tom Pilgrem uses a bar-in-bar chart to demonstrate how to label the longest of a dual-axis bar chart by using some calculations to make your bar-in-bar charts more easier to read.
DataBlick's Anya A'Hearn explains how Tableau users could modify their desktop dashboards to become more mobile-friendly, as well as highlighting how it could make the traditional KPI dashboard more modern.
Interworks' Dustin Wyers explains how in Tableau you can fill in null records without needing to use a filter by applying a table calculation to show or hide the data you want your team to see.
Zen Master Ryan Sleeper identifies three creative ways to use Tableau's parameter actions. Ryan explains how to use Tableau's parameter dashboard actions, using parameter actions to highlight selections within a visualisation and to change date parts with a click of a button.
Tableau Zen Master Ken Flerlage highlights eight alternatives to the regular default Tableau legend. The post includes how to integrate the legend into text, custom images, putting the legend into a tooltip and so much more to make your visualisations clearer for the user.
Tableau's 2019.3 beta is now available for Tableau users. In the 2019.3 beta, there are three new features to try out, which includes the AI-powered Explain Data, Tableau Catalog and Project McKinley as Ryan McShane explains about the new features in the 2019.3 beta.
There are enhancements in the beta, including embedding in Ask Data, connecting to/join published data sources in Prep Builder and enhanced security.
Tableau's Lead Product Manager for Maps and Spatial Analysis, Kent Marten looks at the two new spatial functions that make analysing location data easier and help elevate your maps to the next level with MakePoint and MakeLine.
Tableau Zen Masters Mike Cisneros and Lilach Manheim argue as data analysts and visualisers that we should not be designing, but creating visualisations. They mention the four goals that are essential of every information experience by using the delta design philosophy on Tableau's main blog.
Kevin Flerlage showcases one of the newest features from the release of Tableau Desktop 2019.2, vector tile mapping. We all love a good map right? Kevin overcomes the vector map learning curve to create some engaging map-related vizzes, using this new feature from the previous beta.
Tableau Zen Master Ryan Sleeper outlines three different ways of making your slope graphs splendid. It includes making the graphs dynamic-based on a date range filter, adding a slope graph toggle and adding vertical lines to connect slope graphs.
Four Tableau Zen Masters in one newsletter? The fourth Zen Master to be featured is Unifund's Jeffrey Shaffer who has written an excellent post on how to build overlapping bar charts in Tableau, which builds on his most recent visualisation "Bar Hopping: Theme and Variations on a Bar Chart".
This was a very kind response to a question I raised to Jeffrey on a LinkedIn thread helping use Tableau to be IBCS compliant.
If you already know about creating a control chart, then Promatix's Chris Dickinson has a blog post that will pimp your control charts in Tableau, taking these charts to the next level by giving a level of control to the user.
Tableau 2019.2 was released very recently. This article will allow you to explore the extensive new features including parameter actions, vector maps, show/hide dashboard containers, customisable reference line tooltips and much more...
Joe Oringel, the Managing Director of Visual Risk IQ elaborates on how they have helped finance and internal audit professionals utilise Tableau effectively in this recent article.
Recently, Tableau introduced a faster way to mobilize your dashboards to users on their phone with the automatic mobile layouts feature. Bridget Winds Cogley talks through how to make the most of this brilliant new capability.
Sara Hamdoun from the Data School, shows us this simple yet neat tip for indicating whether a number is positive or negative. In this example, she uses the Sample – EU Superstore data set to analyse the total number of sales sold in each segment during each quarter.
Andy Kriebel, from The Information Lab, shows us a handy tip to take you through how to set up basic drill down view using the new set actions feature in this video.
Tableau Zen Master, Ryan Sleeper, explains how Unit histograms, or Wilkinson dot plots, show distributions of individual data points instead of bucketing them into bins like traditional histograms.
The newest version of Tableau (2019.2) beta was released in March. They’re revving up the way you interact and tell stories with your data. Emily Chengives a quick overview of the highlights:
Tableau Zen Master, Ken Flerlage, spends a lot of time answering questions on the Tableau Community Forum and one common problem he sees is missing dates. For instance, you may want your visualization to always show all twelve months of the year, regardless of whether or not there is data for all twelve months. Quite often, the solution to these problems is to use a date scaffold. So, in this blog, he shows you how to create and use a date scaffold in Tableau.
Zen Master, Ryan Sleeper, shows how to automatically change the date granularity to the most appropriate date part based on the number of days in a selected date range. This post shows how to change the date part of a line graph from day, to week, to month, based on if there are 30 or fewer, 90 or fewer, or more than 90 days on the view, respectively
datavis.blog looks at the relatively new feature of Set Actions. MakeoverMonday recently ran an article on “Ranking the States by Fiscal Condition” They created a bump chart showing the total net assets per person for each state based on each state’s population. The curvy bump chart was created using Kevin Flerlage’s excellent Excel template.
This post will focus on the selection panel to the left of the bump chart that allows you to select a state (or states) and have that state highlighted in the bump chart, which was created with a couple of formulas and a set action.
Maps are one of the most effective chart types in Tableau and are also among the easiest chart types to create.
Ryan Sleeper's post uses a map of his top 10 favourite barbecue restaurants to share three ways to take your Tableau maps to the next level. Tips include a formatting trick, instructions for how to unlock additional map styles, and how to create a dual-axis map using a combination of generated and custom coordinates.
Ken Flerlage's blog on medium.com gives us an insight into a Zen Master who doesn't always believe in sticking to a set of rules when it comes to data visualisation.
He explains 'In high school, I learned the rules for writing essays. Having mastered them, I realised that they were not so much rules as guideposts. Knowing this, he began to explore and experiment with the boundaries and gained a better understanding of when it was okay to wander outside of them'.
Rebecca Roland has made a directory of free websites and tools you can use to enhance your work. Some require a sign up so do have your email and PW at the ready. You’ll find a variety of icons, images, text, shapes and colours! What more could you possibly need?
Tableau Zen Master, Ryan Sleeper, talks us through how moving business users from a spreadsheet mentality to data visualisation is just as relevant as its always been.
Released in Tableau 2018.3, the set actions feature extends the interactivity in Tableau, allowing for deeper, more diverse comparisons through user selections and opportunities to see your data in a new light.
Now you can provide richer analysis, more flexible exploration, and simpler user experiences for your stakeholders. Bethany Lyons, Product Manager at Tableau writes an excellent introduction on how to bring powerful new comparisons to viz audiences with set actions.
Organisations are seeking to become more data-driven, providing more people with access to wider sets of data so they can create better insights, quicker., It’s more important than ever that everyone is working with the right data.
Thats the philosophy behind Tableau Prep Conductor being released as part of their 2019.1 data management add-on.
This 'how to' video by Andy Kriebel builds upon a previous tip: How to Convert a Reference Line into a Table Calculation. In this tip, instead of using table calcs, it will show you how to convert a reference line into a LOD.
Ryan Sleepers posts are always great, and in this edition of Tableau Bites he gets 2 slots!
Dates can be tricky to work with in Tableau. This one explains how to compare the performance of a selected date range to the performance of the date range immediately preceding it. For example, if you choose this week as the current date range, you want to see this week’s data in addition to last week’s data so you can do an easy period-over-period analysis.
Tableau server guru, Jonothan MacDonald, explains how to build a custom view of tableau server admin.
You can customise the Tableau Server admin views for monitoring usage and data server statistics. For this, you need access to the underlying Postgres database that contains a lot of useful information about the Tableau server usage.
This site is all about sharing real life dashboards. Dashboards made by real Tableau users. The purpose isn’t to show off clever charts, or amazingly designed infographics from fun personal projects. Instead they want to share what Tableau users are creating for work, with real dashboards for real users.
Ryan Sleeper talks about his favourite question to ask when presenting on Tableau and data visualisation: Why do you visualise data? He then gives insight into discussing data visualisation with Stakeholders.
Lorena Merary Vazquez shows several methods on Tableau Server to see who is looking at dashboards and published data sources. She also introduces us to an open library of custom Tableau Server dashboards, kindly hosted by Mark Jackson.
Ellen Blackburn talks us through her preferred method of creating a Pareto Chart. The Pareto principle (or the 80/20 rule) dictates that 80% of the effects come from 20% of the cause.
Nils Macher addresses the question: Have you ever had the issue that you want to create extra space between bars which belong to a different category? It is really difficult to see which bars belong to which region. The last row for each segment is really close to the first row of the following segment.
This is a guest post by Tableau Zen Master Jonathan Drummey on the Tableau blog. This post first appeared on Jonathan's blog, Drawing with Numbers. Here’s the problem: In a single-measure table, I want the name of the measure column as a header.
Chris Dickson has written an excellent series of blogs, taking us from the simple to some complex variations of control charts. All aimed at helping us answer "Is this normal??".
This is a great Tableau post from Shinichiro Murakami and a simple use case for unioning a data source to itself. Now, why would you want to do that....? Shin walks through the steps to produce this great end-user experience.
Ryan Sleeper combines action filters, context filters and Viz in Tooltips in this simple How to...part of a series that helps you get the most out of text in Tableau.
This is part 1 of a 2 part series on going beyond the charts available in the “Show Me” panel in Tableau by Ken Flerlage. He goes into detail about just how versatile the simple XY (or scatter) plot can be.
Data prep is becoming more versatile each month. The latest release (2018.3) allows you to clean and track your changes in every step, apply wild card unions and connect to PDF files.
Now is a great time to start working with this tool if you haven't already. Why? Because they have just announced that from next year, we will be able to schedule Data Prep workflows. And THAT is a game changer.
Google has launched a new type of search engine designed specifically around helping people find data. Simply called “Dataset Search,” the tool provides easier access to millions of datasets across thousands of data repositories on the web. Its in Beta, but well worth checking out if you haven't already.
If you need to understand what your users can do with web edit - and what they can't - this great resource created by Andrew Pick is the place to start. And it covers versions 9.0 through to 2018.2!
Here is a "bonus track" for this edition of Tableau Bites.
BEWARE. This is a massive reference library provided by Jeffrey Shaffer and includes links to posts on Graphing, Color, Calculations and much more....by some of the masters as well as lesser-known Tableau authors.
Stick it in your bookmarks and come back often!
Annie Worman of Tableau talks through 5 easy to perform actions that you can do with Tableau Prep - the "new" tool from Tableau that has already had several releases. If you have a desktop license, then you can also get hold of this tool as part of your subscription. Learn how to Pivot, Group and Replace, Join and Union, Aggregate and Filter.
Olga Tsubiks introduces and provides example use cases of 10 frequently used Tableau Calculations. This is part of her guide to help get Tableau Certified and is a great resource.
Lilach Manheim walks through an example of the process for analysing fitness of averages and provides some ways of not "aggregating away" the insights.
Ryan Sleeper uses data from his blog posts to remind us that doing the fundamentals, well, is really what it takes to master Tableau. He then points us to 5 of his favourite Tableau tactics.
Mark Edwards talks through various incarnations of a design for a tadpole chart. This can be a great way to visualise period-over-period changes for multiple members in a dimension.
Typically, survey data is formatted so that each row corresponds to an individual respondent and a column for each question.
Archana Ganeshalingam, a Product Consultant at Tableau, talks us through some simple steps we can perform within Tableau to help reshape the data to make it easier to analyse.
...or, "Breaking News: Senior executives are paid more than junior positions". Jeffrey Shaffer talks about the dangers of using averages to draw conclusions from the data and gives some great examples that can be used if you need to argue the point.
Ken Flerlage points to an older post from Josh Tapley that gave him inspiration to use Powerpoint as a quick and easy graphics tool for some of his fantastic Tableau visualisations.
Joshua Milligan talks us through a neat workaround to create a cross-database Union - which is currently not supported in Tableau - by using Joins and the MAX function.
Even if you don't have a need, its a great reminder of how MIN/MAX functions can be used to get a desired outcome.
Sankey diagrams show the proportional "flow" (or make up) of one dimension from (or within) another.
Ian Baldwin of The Information Lab takes us through his 20 step process to create a Sankey without having to prepare the data before getting into Tableau - which would normally increase the data set as a bi-product. Well worth the effort in my opinion.
Michael Sandberg interviews the Data Duo, Pooja Gandhi and Adam Crahen, and pulls their top 3 favourite Tableau tips from each of them. The Data Duo have created more than 325 visualisations on Tableau Public (see the gallery at the end of the blog), so they certainly know what they are talking about.
Mark Jackson chooses this hot topic to introduce a very interesting use of Google Sheets to collect and display data directly through Tableau.
Yes, this provides you with the capability to collect data from users and display that through Tableau Server or Public - which is a feature I hear a lot of requests for, under the guise of "can I write data back from Tableau?". The viz has been kept simple for this under-the-hood hack, but think about how you can apply this in your organisation.
I often get asked, "How do I clear all my filters" on a dashboard in Tableau Desktop. This simple approach can be used to clear a selection of filters as well "all". This use-case came up on a client project recently so thought you may also find it useful. Tableau knowledge base article.
Ryan Sleeper has a series of posts about improving the User Interface on dashboards. This tip covers two approaches for guiding your user from a landing page through various additional "data story points". Simple but effective approaches that anyone can use.
Tom Pilgrem of the Information Lab's data school applies KISS to 3 key aspects of dashboard design. It's always good to be reminded of the basics and how to apply them, to make sure your dashboard design is following good practice principles.
In this post, Robert Curtis examines sorting on Discrete Measures and adds a few twists to present a bullet-in-bullet chart sorted based on user interaction. This technique also works when you want to sort dimensions on a field that is a blend-derived calculated measure - which are not available in the 'sort' menu. You can then just 'hide' the discrete pill header from the view if you don't want to show it in your viz.
In my training sessions, I warn people about using filled maps for data insights due to the possible issues of visual skewing.
In this article Sarah Battersby shows you how to overcome this with either square or hexagonal representation of geographical data. A great read, and its easier than you may think!
What better way to see possibly the most popular new feature of any Tableau launch, Viz in Tooltips, than to see it showcased by Pooja Gandhi. Now in 10.5 - you should upgrade now just for this fantastic feature.
This new features warrants 3 slots! Jeffrey Shaffer gives you a whole bunch of ways to use Viz in tooltips to your advantage. Be sure to follow the link to his earlier article.
Another great tip from Ryan Sleeper. This one helps you quickly dictate which rows you want to show when there are multiple filters in play on a worksheet.
Steve Wexler talks through how to visualise both filtered and non-filtered results in the same view. This has many use cases and is well worth reading through his example using survey data.
Post by Tableau. A dashboard is your go-to tool for communicating insights about a particular set of data. Building a great dashboard takes more than just putting all of your insights onto a canvas.
Steve Wexler, co-author of the BBOD, talks through some issues with, and good uses of the stacked bar chart, and provides a workbook example.
A huge congratulations to Chloe Tseng, founder of the Viz for Social Good, and all that contributed, winning a silver for the community prize. Take a look at some of the fantastic Tableau visualisations this project has inspired here.
You can see the full list of winners here.
Matt Chambers talks through 2 alternatives for creating a sheet selector without using parameters, providing different user experiences. I love the join type of 1=1.
Simon Beaumont has pulled together an excellent resource package, in Tableau Public of course, to help others get the most from their Tableau deployments and analysts.
This Living Annual Report shows the work the Tableau Foundation has done so far and shares what they’ve learned along the way. Introduced by Neal Myrick.
Just because you can. Ken Flerlage uses Bézier curves to create visualisations based on images. Although you're unlikely to use this extreme example, its good to see how this can be done.
Just because you can. Ken Flerlage uses Bézier curves to create visualisations based on images. Although you're unlikely to use this extreme example, its good to see how this can be done.
Every so often, an Analyst might run across a situation where they need to compare values among a very long list of categories. This approach avoids the dreaded scroll bar.
Ken Flerlage has been posting Tableau Public dashboards for a while now and thought he'd summarise some off them. Some interesting samples of work - don't forget to browse the top ones!
If your organisation is still wondering whether to upgrade to Tableau 10, this independent overview of the latest features maybe of interest.
Short summary of a TDWI research paper that highlights the obstacles analytics projects face and suggests best practices for overcoming those challenges. Leads to a link where you can download the 48 page white paper for free.
Tableau stated that they would be developing "natural language" search capabilities last year. It will be interesting to see how this develops.
Hi, I'm Steve Adams and I am a self-confessed analyst! Starting out over 25 years ago as an accountant, I became the Finance Director of a EUR 6B turnover company, delivering business analytics and performance management solutions. Since 2007 I have been consulting internationally in a wide range of industries.
I'm an agile BI practitioner. Visual analytics is an art form which I teach, study and enjoy.
For reporting, I believe that transparency and clarity of message are critical and I am a keen follower of the SUCCESS formula of the IBCS® (International Business Communication Standards). I am an IBCS® Certified Consultant.
My software weapon of choice is clearly Tableau and I am a Tableau Qualified Associate, consultant and trainer.
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