More Tableau Tips (Keep Updating)

Show grand totals:

Analysis – totals

More details: Show grand totals

Change charts in dashboard:

If you hope to change from one chart to another by filter in a dashboard, follow these steps:

  1. create a parameter, display it on both sheets, and enter different texts for two sheets.
  2. create a calculated field, add it to both sheets as filters (drag to the filter card).
  3. add one sheet to dashboard, add parameter on the dashboard.
  4. click on another option under the parameter (it will be blank), and add another sheet to dashboard.

Create sheet selector (bar/map/line…)

Edit Alias

Super useful! I wanted to change filter gender’s aliases from “1.F””2.M” to “Female””Male”.

Just find the gender variable under dimension and right click, choose “Aliases”, and edit.

Update:

You can also put two variables to “rows” and click the down arrow of one variable, select “create primary group”, so it will take the values of the other variable to be its aliases.

 

Zoom in on an axis

How to Allow a User to Zoom in on an Axis

 

Calculated field

Create a calculated field:

Beside “Dimensions”, click the dropdown menu – create calculated field – enter the formula

Then drag that pill into the data area.

 

Create a custom field using a formula:

Double click the blank space under Marks – enter the formula – Enter

Then drag that pill into the data area. You can see the values have been added

 

Adding {} will allow calculations between non-aggregated and aggregated data. E.g.:

1

 

Presentation Mode

It’s on the right side of the menu.

Presentation  Mode (F7)

 

Map layers

Under Map menu

 

Conditional Formatting

http://drawingwithnumbers.artisart.org/older-but-still-useful-conditional-formatting/

 

Add new data source

Suppose you have an existing dashboard and you want to add a new dataset & merge it with the current dataset. Two steps:

  1. Data menu – New data source – choose file
  2. Data – edit relationships – link two datasets with a common id

Problem: Sometimes the id doesn’t show because it’s placed under measure. Fix: Right click the id variable – convert to dimension.

Replace a data source

Suppose you have an existing dashboard and you want to replace the current dataset with a new dataset.You can do:

Data menu – Replace data source.

It’s convenient to do so when you have an updated dataset with the same variable names. Even if you are going to use different variables, you can simply change the variables used in the Tableau worksheets. By this way, you don’t have to redo the dashboard.

Create moving average & upper band & lower band

http://www.tableau.com/learn/tutorials/on-demand/bollinger-bands?signin=3f7d6a4021e1db932f9aa0192323d4c4

Waterfall Charts

Useful for showing the negative/positive profit in relation to the grand total.

http://www.tableau.com/learn/tutorials/on-demand/waterfall-charts-chart-type?signin=02c799ee3ca395c52446c97d846fa8cc

Bump Charts

compare the ranks

http://www.tableau.com/learn/tutorials/on-demand/bump-charts-0?signin=361213857c4a04b06c39c786d105b753

Treemaps, Word Clouds and Bubble Charts

http://www.tableau.com/learn/tutorials/on-demand/treemaps-word-clouds-and-bubble-charts-chart-type?signin=e3727e677217359b6fecad99290359f2

Editing Metadata & Save data source

http://www.tableau.com/learn/tutorials/on-demand/editing-metadata-and-saving-data-sources?signin=e0f2a92285c54ec52d0143073dac4e92

Create hierarchy: Drag one field (e.g.”sub-category”) onto another field (e.g. “category”), so that you can drill down in the view (showing only the category or both category and sub-category).

Create folders to organize variables: Right click – group by – folder.

Right click a variable – properties

Right click data source under “Data” tab, add to saved data source.

Use and Refresh Extracts

http://www.tableau.com/learn/tutorials/on-demand/using-and-refreshing-extracts?signin=04d920fb2288778bdbb0ecae45526886

 

 

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