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Tips and Tricks

The document provides tips and tricks for working with data files, accessing data through servers, making changes to columns and hierarchies, formatting dates, applying colors, setting up filters, creating reference lists, adding dynamic details to dashboards, adjusting tooltips and hyperlinks, and answering common questions about geography, formulas, dates, dashboards, and other miscellaneous topics in Tableau. Key file types include .TWBX, .TWB, and .TDS, and data can be accessed through servers or configured independently through permissions. Columns, hierarchies, colors, filters and other visual elements can be customized. Dynamic interactions and additional context can be added to dashboards using actions.

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39 views5 pages

Tips and Tricks

The document provides tips and tricks for working with data files, accessing data through servers, making changes to columns and hierarchies, formatting dates, applying colors, setting up filters, creating reference lists, adding dynamic details to dashboards, adjusting tooltips and hyperlinks, and answering common questions about geography, formulas, dates, dashboards, and other miscellaneous topics in Tableau. Key file types include .TWBX, .TWB, and .TDS, and data can be accessed through servers or configured independently through permissions. Columns, hierarchies, colors, filters and other visual elements can be customized. Dynamic interactions and additional context can be added to dashboards using actions.

Uploaded by

Anonymous wFd1L7
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Tips & Tricks

Data file types


1. .TWBX (Tableau Packaged workbook)
 Data
 Includes everything in .TWB
 To create, from anywhere
i. Select ‘File’; ‘Save As…’
2. .TWB (Tableau Workbook)
 Viz (visuals)
 Includes everything in .TDS
 To create, from anywhere
i. Select ‘File’; ‘Save As…’
3. .TDS
 Data prep details
 Path & Connection to file(s)/server
 Used as a template for data
 To create, from a worksheet
i. Right click the data source name
ii. Select ‘Add to Saved Data Sources…’

Data accessed through a server


 Access can be configured through the users existing permission to the server
o For example, using SSO (Single sign on, their existing access can be used to limit their access to the data
through tableau
 Access can also be configured through tableau, to provide their access based on an independently created
permission structure
o For example, a user does not have access to the source data through the server, however they should have
access to a subset of the data (i.e. their team)
 Access can be set up to provide them access to their applicable subset, independent of the SSO
Access

Changes to Columns
 Adding columns
o Automatically added when added to a source
 Removing columns
o Automatically removed when removed from source
 Renaming columns
o Use the ‘Replace References…’ function
1. Right click on the Dimension or Measure
2. Select the new column header
 You’re done
Hierarchies
 Can be set up to group parent/subsidiary groupings
o i.e. personnel hierarchies, Segment/Platform/Area/Lob,
 Drag the subsidiary and drop it on the parent, choose name
o If there are multiple subsidiaries for a given parent, it will appear multiple times
o Or Select all applicable fields, right click > Hierarchies > Create hierarchies

Dates (page 53)


 Discrete (Date Part)
o Defaults to headers
o Period types
 Year
 Quarter
 Month
 Day of week
 Continuous (Date Value)
o Flows from previous period to current
o Use for graphs
o Period Types
 https://vizpainter.com/dates-in-tableau-make-me-want-to-tear-my-hair-out/
o Good article about dates

Colours
 Applying a Measure to colour will yield a gradient
 Applying a Dimension to Colour will yield colours for each category
 How to set up colours with 3 ratings?
o Only get distinct colours with Dimensions
 Using calculated fields & if Statements is a way

Show Filters to Users


 Add filter to worksheet
o Right click the name of the filter
 Select ‘Show Filter’
 Filter will show on the right side of the window
o To change the display format, click the drop-down arrow & select applicable view
 Filter by dates
o To set up quarters, use Relative Dates
 Options include
 Current Quarter
 Previous Quarter
 Last ## Quarters
 (Current) Quarter to date
 Advanced features
o Filter by conditions; for example
 Only show items which breach a metric
o Show only the relevant values in the filters
 For all applicable filters, set up the ‘Show Filter’ function
 In the ‘Show Filter’ pane, select the drop-down arrow
 The default entry is ‘All Values in the Database’
o Select ‘Only Relevant Values’
o Clear all Filters
 Select Dashboard > Actions > Add Action > Filter… and make the following selections: Name:
Click to Clear All Filters
 Source Sheets: Ensure that only Clear All is checked
 Run action on: Select
 Target Sheets: Bars, Clear Category, Clear Region and Map
 Clearing the selection will: Show all values
 Target filters: Selected Fields
 Select Add Filter, and enter Region for both source and target, then click OK.
 Repeat the above step for Category, then click OK.
 Click OK.

Reference Lists
 User Generated
o Workbooks and Dashboards
 Listed in Stories
o Calculated fields

 System Generated
o In Calculation field?

Dynamic Additional Details


 In a Dashboard or Story, display dynamic value details based on the selected data where there are multiple data
sources with different data types
o Using Dashboard Action it’s possible, but complex to set up
 How?

Tooltips
Adjust what can be seen in the tooltip (based on instruction, but it didn’t work, I think I missed something)
1. Adjust what can be viewed in the tooltips
a. From the worksheet, select the ‘tooltip’ button
b. Add or remove data fields as applicable
i. The output of a field can be modified to show a calculation different from the one displayed
ii.
2. From

Hyperlinks
 See this link:
o https://onlinehelp.tableau.com/current/pro/desktop/en-us/actions_url.html
 For a nice display set it up as it’s own worksheet as a colour
o Else the whole row is clickable
 A URL can be opened as a webpage within the dashboard

Filters
 What does ‘Apply to context’ mean?
o ??
 Can I clear all filters at once?
o No, one by one
 How to show a single product, calculating % of a wider sub-total
o Use filters to isolate the metric, compare against larger total

Geography
 Can I assign geographic regions based on my own specs?
o Yes, Using groups
 Can I rename states to provinces?
o ??
Formulas
 Use // to add comments to formulas

Dates
 To add a date column, right click-Drag the entry to the column

Dashboard
 Always add a highlight action
o When clicking on an item, it highlights all the related fields

Misc Questions
 Create a map where only the selected regions are nearby
 Difference between copying a worksheet & Copying a worksheet as Crosstab
o Copying a worksheet re-creates the same tab
o Cross tab shows the underlying data in the original worksheet
 Automatically size Column or row to header name
o ??
 Can I save a column split to the source file/export with the new groupings
o ??
 Set Default Currency format
o ??
 Save a currency format as a reoccurring custom format
o ??
 Set percentage to automatically show decimals, only if applicable
o ??
 Set default Sorting Orders
o Excel Equivalent = Customs Lists
o ??
 Disable hovering tooltip
o Worksheet > Tooltip > Disable Tooltip
 Hide the ‘Show Me’ popup
o ??
 Legend of all icons used in Tableau
o Does it exist?

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