Uncovering the Value of Tableau's Workbook XML Metadata

By: Christian Corona | February 27, 2018 | Comments

Tableau, at its core, is a visual tool. While its main purpose is to serve as an industry-leading data visualization platform, Tableau offers many other ways to help you get the most out of your data. One of those ways is by providing metadata, in the form of a structured XML tree, in the un-packaged versions of its workbooks. In this post, we’ll use a workbook built on Superstore datasets to highlight some of the major elements of this XML tree structure and illustrate some of the ways you can access and extract valuable information from this Tableau workbook metadata.

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Categories:Tableau, Data Visualization

Dynamic Units in Tableau

By: David Babayev | January 21, 2018 | Comments

Tableau’s number formatting is not inherently dynamic. For a given measure, number formatting is fixed regardless of value. If you set your measure to display in ‘thousands,’ or with a ‘K’ suffix, and your measure contains values that are orders of magnitude smaller or greater than a thousand, your measure values will sometimes display in a way that makes it difficult for the dashboard user to glean information. 

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Categories:Tableau, Data Visualization, Dynamic Units

Keys to Tableauing in an Excel World

By: Jon Ganzarski | October 2, 2017 | Comments

This is an Excel world, and we’re all living in it. Whether it's financial models, healthcare information, sales records, or HR stats – the spreadsheet program is ubiquitous across industries and business units, and some level of proficiency in it is expected for more jobs each year. My CoEnterprise colleagues know that I love working with Excel, but it's also because of Excel that I feel so comfortable as a Tableau and analytics professional. If you’re nervous about making the jump from Excel to Tableau, let me take you down my path from spreadsheet enthusiast to visualization fanatic.

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Categories:Tableau, Data Visualization

Using Parameters Within Calculated Fields in Tableau

By: Justin Christensen | September 12, 2017 | Comments

Tableau’s parameters give the end user the ability to control many elements of their dashboard. Many use cases employ parameters to switch between measures, determine sort order or, control other aspects of how data is displayed. Parameters can also be made useful in analysis by including them as an input to a calculated field. In this post, I'll show you how to add parameter control within a calculated field to extend the estimated end dates of projects and determine which would be most affected by anticipated delays.

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Categories:Data Visualization, Parameters, Tableau

How to Create an Interactive Target Line in Tableau

By: Justin Christensen | June 16, 2017 | Comments

One of Tableau’s most powerful assets is the ability to interact with your data in unique ways. Target lines are interactive ways to visually monitor progress and set goals within your visualization. It's a diverse technique that can be applied to a variety of business needs. In this post, I'll demonstrate how to create an arbitrary target line to set and track goals for your data. 

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Categories:Tableau, Data Visualization

Tiling Like Magic in Tableau

By: Lisa Li | February 8, 2017 | Comments

There are many important choices we are forced to make in life. Coke or Sprite? Star Wars or Star Trek? In Tableau, it's floating or tiling?

To be fair, there are benefits to using both kinds of layouts. With floating, there is more flexibility in positioning and more precision in sizing. With tiling, there is more adaptability when viewing a dashboard in different mediums and sizes, and more structure and more control with displaying sheets. Here, I'll describe two examples illustrating how you can tile and control displaying sheets or, "tile like magic," as I like to call it.

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Categories:Tableau, Tiling, Data Visualization

Our Tableau team has a knack for going above and beyond when it comes to guiding our clients through an entire project. Many times that means coming up with alternative solutions or workarounds to problems to streamline the process. In Tableau, stacked bar in bar charts can be a useful way to illustrate a cumulative change between time periods, but the default methods of labeling bar charts available on Tableau can be a bit limited for such views.

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Categories:Data Visualization, Tableau, Bar in Bar Labels

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