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.
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.
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.
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.
Action filters make interacting with data more tangible and fun, but they can also aid in dashboard layout efficiency. My illustrious colleague Lisa Li posted a tutorial recently about ways to reveal hidden views with clever actions, but what if you're running low on real-estate and find these new planes cluttering your space?
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.
Tableau makes data magic happen by dropping data elements into a simple view. But what happens if you need even more magic contained in a single view? In this post, I'll illustrate how you can achieve an interactive view for multiple users so they can see only the data that is most important to them.
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.
Tableau parameters can be powerful and flexible tools. A parameter allows user input to affect what or how data is displayed. Common uses of parameters include setting the value of N in "Top N" lists, changing fields in a view or swapping views in a dashboard, setting values used to perform calculations, or to draw reference lines.
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.