All rights reserved. © 2009 Tableau Software Inc.All rights reserved. © 2009 Tableau Software Inc.All rights reserved. © 2009 Tableau Software Inc.
Top 10 Jedi Tricks
Marc RueterTableau Software
All rights reserved. © 2009 Tableau Software Inc.All rights reserved. © 2009 Tableau Software Inc.
Top 10 Jedi Tricks
1. Totals on Bars2. Putting Regions on a Map3. Top n using Table Calculations4. Nested Sorting5. Making a view blank by default6. Swapping a Datasource7. Leveraging the Path Shelf8. Enhanced Binning9. Datetrunc to solve date problems10. Publish Datasources
All rights reserved. © 2009 Tableau Software Inc.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
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2. Putting Regions on a Map
•Use known positions as a proxy•Or use ‘user extensible geocoding’ for exact placement
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3. Top n using Table Calculations
•Use the Running Sum of Min Number of Records•Table Calculations can be filtered•Bonus: Let end users chose the top n
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4. Nested Sorting
•Sets allow complex sorting•Can be used in conjunction with Top n table calc
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5. Making a view blank by default
•Activate the action at least once•Edit the Filter created by the action•Set the filter to ‘None’
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6. Swapping a Datasource
•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
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7. Leveraging the Path Shelf
• It can be used any time the mark type is Line•Very effective on scatter plots
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8. Enhanced Binning with Calculations
•Use a calc to truncate the ends, then bin•Use an IF statement to make arbitrary bins•Use an aggregation to bin results instead of raw data
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9. DATETRUNC() to solve date problems
•Continuous Months across years•Better formatting control•More flexible date calculations
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10. Publish Datasources to Server
•Use ‘CollaboratePublish Data Source…’• ‘Import Data Source’ to new workbooks•Workbooks will inherit changes to the datasource