top 10 jedi tricks

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