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Desktop TricksTCC 2013 PRESENTED BYAnthony KrinskyJohn DuggerAgendaDouble-counting measures? Table calcs misbehaving?Order of operations strange? Cant find your extract file? Sorting giving you a head-ache? Updating fields mixing up your report? Confused about blending? Filtering on measures? Understanding row-level security? Permissions got you down? Returning too many results? Are your dashboards ugly? Trouble replicating Excel-type formatting?

2012 Tableau Software Inc. All rights reserved.Double-counting measures?Problem: If the base query requires GROUP BY on ONE table but not the other (different grains), you may have double counting.Solution: model joins in custom SQL or a database view. Put your own essential GROUP BY clauses in view.Why: Tableau assumes that the base query requires no GROUP BY to return the right results

2012 Tableau Software Inc. All rights reserved.Conforming grainFacts(grain 2)Facts(grain 1)Facts(grain 1)XBetterWhat blending does2012 Tableau Software Inc. All rights reserved.Table calcs misbehaving?Remember that table calcs are WINDOW functions that allow you to tweak the size and position of each window based on partition (boundary) and direction.

Practice/model table-calcs in a table view before converting to a chart

1 2 3 2 8 7 2 3Across/AddressingPartition/Reset every2 2 3 2 2 7 2 32 2 3 2 8 2 2 3window2012 Tableau Software Inc. All rights reserved.Addressing and Partition Field

The addressing/partition fields determine the scope of our computation

The addressing fields define what part of the table you are computing along. (Compute using)

The partitioning fields define how to group the calculation. (Available fields)

You can specify the addressing in the Table Calculation dialog box.

The addressing can be relative to the table structure or a specific field.2013 Tableau Software Inc. All rights reserved.2011 Tableau Software Inc. All rights reserved.6Table Calculation ArchitectureCharacteristics:Post QuerySame Stage as BlendingPre-RenderingMultilevel Calculations

Interactivity Driven Calculations

Dynamic Hide

YoY GrowthsRanking FunctionsCompounding Calculations% of Totals based on Filters% of Total of Top 3 Customers

2013 Tableau Software Inc. All rights reserved.2011 Tableau Software Inc. All rights reserved.7Table Calculation

2012 Tableau Software Inc. All rights reserved.2011 Tableau Software Inc. All rights reserved.8Table Calculation Architecture

QueriesReturnsReturnsRenders

Process

2012 Tableau Software Inc. All rights reserved.2011 Tableau Software Inc. All rights reserved.9Cant find your extract file?

After saving workbook as TWBX, extracts disappear Look in:\ Files\.tde

2012 Tableau Software Inc. All rights reserved.Cant find your extract file?

To control where TDE is saved:Remove extract including fileSave workbook as TWBExtract again, specifying location of TDE fileSave as TWBX2012 Tableau Software Inc. All rights reserved.Sorting giving you a head-ache?

There is no multi-column sort dialog in v8 (this IS a targeted enhancement for future releases). But you can work-around:Create a combined field (or a calculated field that concatenates).Place combined field on row/column shelf, sort and then hide.

This is a priority development focus (finally). Stay tuned.2012 Tableau Software Inc. All rights reserved.Sorting: combined fields

BeforeAfter

2012 Tableau Software Inc. All rights reserved.Updating fields mixing up your report?

Dimensions could be discrete or continuous.Discrete fields will always be organized before continuous potentially causing havoc when you drag-drop a new element to a report.Consider converting continuous to discrete (and vice versa)2012 Tableau Software Inc. All rights reserved.Confused about blending

2012 Tableau Software Inc. All rights reserved.Blending: things to rememberBlends are not joinsPrepare for secondary (blended) data to return fully before correlating/joiningThe secondary datasource should be at the same or higher grain than primary, to prevent *Blending performance (and system stability) can be improved by:Adding filters to the secondary datasource

2012 Tableau Software Inc. All rights reserved.Understanding row-level security? Use datasource filtersLike common filters, but applied to the datasource object directly.Useful session security expressions can bind rules to user identities.Saved with the datasourceCan be published with the datasource to the data server

2012 Tableau Software Inc. All rights reserved.Group/Role vs. User Filtering

Superstore TablesRestrict to regions user manages:[Users].[Manager]=Username()1:0 or manyTHIS WILL NOT WORK:IsMemberOf ([Users].[Region])Tableau wants to see a STRING literal here (not a dynamic variable)2012 Tableau Software Inc. All rights reserved.Dynamic group filtering does NOT work

Works!Does not work!

2012 Tableau Software Inc. All rights reserved.User based permissions=USERNAME() for dynamic security

2012 Tableau Software Inc. All rights reserved.We can test user-based permission with Superstore2011 Tableau Software Inc. All rights reserved.20View-level filter test

2012 Tableau Software Inc. All rights reserved.Session security expressionsUSERNAME()Username of logged in user, otherwise Windows username. Authors may impersonate other server users.ISMEMBEROF()FULLNAME()USERDOMAIN()Tableau server domain or windows domainISFULLNAME(< string literal>)ISUSERNAME(< string literal>)2012 Tableau Software Inc. All rights reserved.Use data server to bake security into datasources

2012 Tableau Software Inc. All rights reserved.Filtering on measures? You cant drag a measure into the filter shelf.But you can create a calculated field based on a numeric test, that returns TRUE/FALSEThen, drag the calculated field into the filter shelf or use it in a data source filter.2012 Tableau Software Inc. All rights reserved.Permissions got you down?

Permissions are copied from project folders as defaults when you publish to a folderProject permissions changes do not automatically cascade from projects to reports: must assign to contentsPermissions giving users different permissions for different views (more fine-grained than workbook permissions) cannot be set during publishing; they must be set after from the web-portal2012 Tableau Software Inc. All rights reserved.Assign project permissions to contents

2012 Tableau Software Inc. All rights reserved.Order of operations strange?

Use context filters to force pre-filteringCompare results with a date filter before and after placing the filter In ContextTemp files can be slow. Edit datasource XML to disable temp file creation *unsupportedCheck the Tableau log for sure

2012 Tableau Software Inc. All rights reserved.5. Table CalculationsOrder of operations 4. Filter Shelf (no context)

3. Context Filters

2. Datasource Filters

1. Custom SQL, DB view, SPs

Top N on dimTop N with setsTop N or LIMIT in SQLPushed to database2012 Tableau Software Inc. All rights reserved.Too many rows? Limits and Top N can skew results do to order of operation issues.2012 Tableau Software Inc. All rights reserved.5. Where you would want a LIMIT function (if other filters) 4. Filter Shelf (no context)

When/where is Top N being called?3. Context Filters

2. Datasource Filters

1. Custom SQL, DB view, SPs

Where you can add one easily# = order of evaluation. Are we filtering on a pre-limited subset???Top N on dimTop N with setsTop N or LIMIT in SQL2012 Tableau Software Inc. All rights reserved.Top N as a governor: pick 2ImmutableAccurate results(with other filters/context)Reduces # RowsSets & T/F calcYESNOYESCustom SQL or viewYESNOYESStandardTop N on dimensionNOYESYESIndex()< top N & T/F calcYESYESNO2012 Tableau Software Inc. All rights reserved.Too many rows? Tableau does NOT have a global/datasource configuration parameters that adds LIMIT expressions to OUTER query sql.Initial SQL support is increasing (added Aster with 8.1)So explore database governance options and encourage smart use of summarization and domain filters.Use indicators if you do truncate.2012 Tableau Software Inc. All rights reserved.Governance indicatorCreate calculated field that triggers when limit is reached

2012 Tableau Software Inc. All rights reserved.Governance View

2012 Tableau Software Inc. All rights reserved.Indicator with record Count < or > 1,000

2012 Tableau Software Inc. All rights reserved.Are your dashboards ugly?

Document a style sheet and make templates!Specify logo files, fonts (titles/subtitles), layout conventions, shading.Fix page size. Use tile (not float) layout. Be consistent.

2012 Tableau Software Inc. All rights reserved.Trouble replicating Excel-type formatting?Use conditional formatting technique.Start with 2 calculated fields with 1 or 0 inside.Add to column shelf, mark dual axis.Assign text/shape as necessary, remove tick marks etc..

2012 Tableau Software Inc. All rights reserved.R integration (8.1) (sign up for beta next week!)

Calculation1Calculation2Calculation3RAWSCRIPT_INT('result