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


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


2. Putting Regions on a Map

•Use known positions as a proxy•Or use ‘user extensible geocoding’ for exact placement


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


4. Nested Sorting

•Sets allow complex sorting•Can be used in conjunction with Top n table calc


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’


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


7. Leveraging the Path Shelf

• It can be used any time the mark type is Line•Very effective on scatter plots


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


9. DATETRUNC() to solve date problems

•Continuous Months across years•Better formatting control•More flexible date calculations


10. Publish Datasources to Server

•Use ‘CollaboratePublish Data Source…’• ‘Import Data Source’ to new workbooks•Workbooks will inherit changes to the datasource

top 10 jedi tricks

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