Tableau Tips
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Checking Performance
There is nothing that deters a user from interacting with your dashboard more than poor performance. The great thing is Tableau has two built-in features that you can use to both check and improve your performance. Take a look at how Performance Recording and the Workbook Optimizer can improve your dashboard performance and give your users a better experience overall.
First published on LinkedIn.
Adding Color Palettes
Stop spending time inputting HEX code or using a color picker to change the colors of your visualizations. Instead, input your custom color palettes into Tableau for quick access. This will not only save you time but will help you keep colors uniform across your dashboard.
First published on LinkedIn.
Temporarily Renaming Fields
Find yourself lost in 'dummy' (these are pills that do not contain values but act as placeholders) pills? This can happen when building advanced tables in Tableau. This trick will help you rename these pills so you know what is contained in each field and you no longer have to guess. Not only does it help with labeling of complex builds but you can also use this trick to rename a field in one sheet and not another.
First published on LinkedIn.
Utilizing Tableau Public
Whether you are just getting started with Tableau or have been a user for years there are benefits to utilizing Tableau Public. No other visualization software has the community that Tableau has, so why not lean in and learn from all of the incredible authors? Learn more about how you can best utilize Tableau Public through these tips.
First published on LinkedIn.
Renaming Dashboard Items (Item Hierarchy)
Ever built or taken on a dashboard that has multiple levels of containers and found yourself struggling to find where an item lives? Try renaming dashboard items so you know what is contained in each container. Though this does involve a little more time on your end it allows you to quickly find what you are looking for.
First published on LinkedIn.
Custom Built Pills for Tables and More
Looking for a new way to enhance your tables? Try adding some custom built pills for a more dynamic and customizable table. Once you master incorporating pills into tables, try your hand at creating rounded bars, adding text, and incorporating color to add an additional layer to your analysis.
First published on LinkedIn.
Formatting Your Bars
Our job as analyst is to provide users with dashboards that allow them to develop insights. Nothing can draw the users eye away from the key points when every bar is a different thickness. Incorporate these tips to easily keep all your bars formatted the same.
First published on LinkedIn.
4 Ways to Improve Your Dashboarding Skills
Ever wonder how people work on their Tableau skills or even where to begin? Take a look at these for 4 tips to push your skills to the next level and get inspired for future work.
First published on LinkedIn.
Colors in Calculated Fields... What do They Mean?
Tableau is a visual tool so it only makes sense that visual cues are tied into every corner of it. Take a look at what each color means within the calculated field to improve your understanding of calculations.
First published on LinkedIn.
Featured in Tableau's DataFam Roundup: March 4–8, 2024
4 Ways to Document Your Dashboard
Ever wonder how to document your Tableau workbook or what is possible? Check out these four tips to help improve your documentation.
First published on LinkedIn.
Featured in Tableau's DataFam Roundup: March 11–15, 2024