Advanced Training – 5.0 Jedi Tips and Tricks Tableau Software Advanced Training All rights reserved. © 2009 Tableau Software Inc. 0. Two Quick UI Tricks • Increase cols and rows past 6 • Reset ‘show warning messages’ Also, on the splash screen for the twbx, we show a dashboard with an image. Take a moment to talk about powerpoint “save all slides as TIFF” feature, if you want. All rights reserved. © 2009 Tableau Software Inc. 1. Totals on Bars • Use a reference line to calculate the total • Format it to remove the line and center the text • Hide the duplicate field if needed All rights reserved. © 2009 Tableau Software Inc. 3. Top n by Ranking • Use the Running Sum of Min Number of Records • Table Calculations can be filtered • Bonus: Let end users chose the top n All rights reserved. © 2009 Tableau Software Inc. 3.5 Basic Date calculations I,II, and III • Datediff as measurement (time to ship example) • Datediff as dimension • Datediff as KPI/shape All rights reserved. © 2009 Tableau Software Inc. 4. Nested Sorting • Sets allow complex sorting • Can be used in conjunction with Top n table calc All rights reserved. © 2009 Tableau Software Inc. 5. Clearing Actions (dashboard and two sheets) • Activate the action at least once • Edit the Filter created by the action • Set the filter to ‘None’ All rights reserved. © 2009 Tableau Software Inc. 2. Custom Geocoding (before and after sheets) • Use known positions as a proxy • Or use ‘user extensible geocoding’ for exact placement • First show it with an error via duplicate rows. All rights reserved. © 2009 Tableau Software Inc. 6. Swapping a Datasource (no sheet example in twbx) • Create the new connection using the exact same name as the old • Create a bookmark • Add the bookmark to the old workbook and choose the ‘Replace existing data source with new data source’ option All rights reserved. © 2009 Tableau Software Inc. 7. Path Shelf – very useful! • It can be used any time the mark type is Line • Very effective on scatter plots All rights reserved. © 2009 Tableau Software Inc. 8. Continuous Bin • Use an aggregation to bin results instead of raw data • Count or histogram is useful • Level of details drives resulting visual All rights reserved. © 2009 Tableau Software Inc. Truncated Bins (ceiling) • All values above X get into one bin (sheet shows this) All rights reserved. © 2009 Tableau Software Inc. 9. Link to web resources (dashboard and one sheet) • Simple google example. • Play and train with this as needed. • Show various “actions” options. All rights reserved. © 2009 Tableau Software Inc. Cohort Analysis • “tables” only calc, then compare to total sales, then show ‘ratio’ calc All rights reserved. © 2009 Tableau Software Inc. WMS Map Server • Quick taste of WMS and then refer them to the mapping training. • WMS server used: http://www2.demis.nl/WMS/wms.asp?WMS=WorldMap&WMTV ER=1.0.0& All rights reserved. © 2009 Tableau Software Inc. 10. Publish Datasources to Server (no sheet example provided) • Use ‘CollaboratePublish Data Source…’ • ‘Import Data Source’ to new workbooks • Workbooks will inherit changes to the datasource All rights reserved. © 2009 Tableau Software Inc. Scrub, Clean, Observe, Polish, Enjoy Shine… (SCOPES) • Tighten up your viz • Remove “count of”, “sum of” etc • Solidify usage of fonts and font sizes • Add corporate color scheme • Take note of “copy/paste” formatting • Don’t assume anything about your audience •Q & A All rights reserved. © 2009 Tableau Software Inc.