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Five Tableau Conference top tips, settings, techniques – October Edition

October Tips from the Tableau Online Conference TC(ish) 2020

Have you watched the Tableau Conference online? Or are you catching up with the videos on-demand? You can watch them for a couple of more weeks. Not sure which session to watch? Have a look at the TC round up to find out the sessions that The Information Lab watched and loved the most! 

Here is the list of the top tips from the videos from TC week, which are worth remembering!

Tip 1 Create Dashboard Instruction – Rewatch here

Use Case: Add context and more instructions to your reports that appear/ disappear on click

Step 1. Create your Dashboard on Tableau Desktop

Step 2. Export the Dashboard as an image

Step 3. Open the image in any editing tool, I am going to use PowerPoint. Insert a shape as big as the dashboard and reduce a bit the opacity so that you can see the dashboard underneath. Add all the text annotations and arrows on the picture.

Step 4. Remove the dashboard behind, select all the objects on the view and save the instructions as a picture. 

Step 5. Go back to the Tableau dashboard and add a floating vertical container. Then add the picture by clicking on Image and holding the SHIFT key at the same time. 

Step 6. Fit and centre the image then select the container and select Add Show/Hide button and make the image as large as the dashboard behind.

Step 7. When happy with the size, change also the button to have either an icon or a text. Customise the view as needed.

Tip 2 Viz in tooltip style dashboard – Rewatch here 

Use Case: add more context to your chart with multiple vizzes in the tooltip

Step 1. Create a high level view, which is easy to read and not very granular. For example the Sum of Profit by Region. Then create one or many views with a lower level of granularity. For instance,  by using Profit by State as a map and a barchart and also profit over time as a line chart.

Step 2. Go to the highest level of granularity view, in this case the sum of profit by region and select Tooltip from the mark’s cards. Insert all the new sheets in the tooltip. 

Step 3. Add all the sheets in the tooltip and make sure you have the format that you are looking for. For example, to have the map at the top and the other two charts at the bottom next to each other, make sure that you increase the size of the Map in the tooltip through the maxwidth to “610” and also make sure that there is no space between the two sheets at the bottom so that they can appear next to each other.

Step 4. Testing the look of the multiple vizzes in the tooltip.

Step 5: Add some line dividers between the different sheets. Add two new sheets: one with row dividers and another one with column dividers. Right click into these two blank sheets> Format>Borders>Sheet and have 1. With Row dividers set to none and Column dividers to show and the 2. Sheet with row dividers showing and column dividers set to none instead.

Step 6. Add the two sheets with the dividers into the tooltip. Place the map at the top followed by the row sheet then put a space and place the bar and line charts separated by the column sheet. Also make sure you edit the size as follows.

Hover over the tooltip and check the results!

Tip 3 Exclude weekends in your calculations – Rewatch here

Usecase: need to know how many business days it took to deliver an order

Step 1. Create a Calculated field to eliminate the Weekdays Sunday (equal to 1) and Saturday (equal to 7). Repeat this calculation for both Order date and Ship date.

Step 2. Exclude the weekends when creating the number of days to ship, for instance I could ship and order on a Thursday but receive it on a Monday. In order to only calculate the working days it is necessary to subtract the days difference with the week difference twice to remove any Saturdays or Sundays from the calculation. 

Step 3. Change the view to an average

Step 4. Add the correct level of aggregation to show a more precise Number of days to ship by Creating a level of detail calculation.

 {INCLUDE [Order ID]: AVG([days to ship])}

Tip 4 Market Basket Analysis – Which products were purchased on the same order? Rewatch here 

Use Case: Identify cross selling opportunities 

Step 1. Identify number of products sold by dragging sub-category to row, count distinct of product Id to columns and order ID into detail. 

Step 2. Create a Level of Detail expression to identify the number of orders for each category with the following formula.

Step 3. Create a dual axis for step 1 and 2, use measure names as colours and remove any borders on the bars. In the second axis, remove the Order ID from details.

Step 4. Create the percentage of total by using the first and the second calculations together. Change the calculation to a Percentage as well and add it into the view with a different colour.

Step 5. Add two worksheet actions: a highlight and a filter action. Create a dummy calculated field called Highlight with the value “ “. Add the highlight action to avoid seeing all the unselected bars greyed out by clicking on worksheet>actions>highlight and then run action on select within the same sheet (source and target are the same here), click into target of highlighting by using the Highlight dummy calculation. 

Add the filter action by clicking on worksheet>actions>filter with the same configuration on before, this time using the order ID field on selection. 

Step 6. Click on a bar and see the view changing on the right hand side, to advise the best matching sub-category to the one selected. 

Tip 5 Add metrics to monitor on Server – Rewatch here

Use Case: Monitor the evolution of selected metrics

Step 1. Publish a dashboard to the Tableau Server. Select a mark from the view and then click on Metrics. 

Step 2. Add a name and a description of the metric.

Step 3. Select ‘Go to metric’ to monitor it.

Step 4. Analyse and share the metric!

Thank you for reading this blog series and feel free to reach out with any questions: laura.scavino@theinformationlab.co.uk 

Want to learn everything about Tableau and Alteryx from the team at The Information Lab? 

Register to our Free Events here, also visit our learning path page here.

In need of our Consulting expertise or Licencing offerings? Write to info@theinformationlab.co.uk for customised learning and support. 

Laura Scavino

London, UK

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