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Using custom SQL to fill a date range in Tableau

Posted by on Feb 9, 2016

Using custom SQL to fill a date range in Tableau

A step by step guide to using custom sql to fill a date range in Tableau. By Andrew Pick

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Planning Your Tableau Server Deployment, Part 1

Posted by on Feb 8, 2016

Planning Your Tableau Server Deployment, Part 1

So you’ve bought yourself a shiny new tableau server license, congratulations! Now you need to get your server installed and set up in your company. Easy right? Installing Tableau server is actually pretty easy. The tricky bit is getting everything organised beforehand, so you a) don’t get stuck waiting for additional information mid-install, and b) you can make a running start getting your content structure in place. You’ll need someone in your IT to architect the system, or perhaps you’ll read the documentation and do it yourself, or perhaps you’ll bring in a...

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Why your Tableau Server needs Splunk

Posted by on Feb 5, 2016

Why your Tableau Server needs Splunk

Do you administrate a Tableau Server? Do you wish it was easier to search through the log files for answers to questions? Then you need to check out Splunk.

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Understanding Tableau Server Permissions (v9.2 edition)

Posted by on Feb 4, 2016

Understanding Tableau Server Permissions (v9.2 edition)

This is an update to the excellent blog post written by Chris Love on Tableau Server permissions. Some concepts in the Tableau Server permissions model have changed in version 9 and version 9.2, so let’s revisit Chris’s post to understand how permissions work now…. Tableau has a robust security model which can seem complex to understand, so let’s take a look at permissions in detail and some of the common problems people have.     What first confuses people looking at Tableau administration for the first time is the number of areas where permissions can apparently be set,...

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LoDs of Tips & Tricks – Using a LoD Calculation in a Hierarchy

Posted by on Feb 3, 2016

LoDs of Tips & Tricks – Using a LoD Calculation in a Hierarchy

Welcome to another installment of the LoD blog series; aiming to show how LoDs can be used to make your viz more dynamic and interactive. This blog uses a similar technique to the previous blog, where a dimension is created as the result of a fixed LoD calculation. In this example I’m going to add a LoD calculation to a hierarchy, enabling drill-down interactivity to better understand my data. I’m going to use this trick with the Superstore data to explore product profitability. I want to investigate which Categories, Sub-Categories and Manufacturers have sold more unprofitable...

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How to Scale Tableau User Filters in 5 Steps

Posted by on Jan 31, 2016

How to Scale Tableau User Filters in 5 Steps

I’ve been working on a sales dashboards where I am visualizing a set of transactional data. One of the requirements was for Tableau Server to recognize the user and their territory upon login. Easy peasy with Tableau User Filters right? I want to show you how you can do this easily if you have the following complications: Multiple sales reps to 1 region– joining these two datasets will multiply your records (and over-report sales dramatically!). Have a large number of users (I have over 100 reps) and no time to update it manually and constantly as the team changes. Lots of sheets...

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