Finding and Formatting Tableau Subtotals and Grand Totals

Tableau can quickly and easily add Tableau totals and Tableau subtotals to a table or chart.  It enables you to show just Tableau totals, just Tableau subtotals, or both together.  Additionally, you can specify which fields you want Tableau subtotals on, and at what level of aggregation (i.e. sum, avg, etc.). How to Find Tableau Subtotals and Tableau Grand Totals 1. Let’s build a table.  Bring Measure Names to Columns.

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How to Use the Tableau Rank Calculated Field to Rank Profits

Tableau has a variety of built-in solutions for Tableau ranking values in a data set.  For most simple sorts, simply use the sort icons at the top.  For more advanced cases, we use either the Tableau Index or Tableau Rank Calculated Fields.  This is our first foray into the world of Tableau calculations.  Using the Tableau Rank Calculated Field In a new tab, right click on Profit and Create>Calculated Field. 

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Vast ETL Efficiency Gain with Upsolver

Ori Rafael knows the pain of trying to query data from enterprise data lakes for analysis. It’s slow time to value when you can only get access to the data after having to engage the engineering team and have them spend cycles pulling something together for you. That’s why he and his cofounder started Upsolver. It makes data immediately accessible to more than just the data engineers. Ginette: I’m Ginette, Curtis: and

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Best Practices on Using Tableau Performance Recording Effectively

To tune and improve Tableau performance, Tableau has a built-in workbook performance grader that enables you to analyze your workbook’s performance. This is in the form of Tableau Performance Recording. For Excel files that aren’t too large, you probably won’t need these techniques.  But as your files get larger (both data sources and your workbooks with calculations), and especially as you are getting data from your company’s servers, Tableau performance can really

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How to Use Tableau Story Points for Dashboards

Tableau story points are a powerful, often underutilized, feature of Tableau.  Most people are used to seeing tables of numbers from Excel, with maybe a chart or two.  It’s a manual process to create and maintain those, and they aren’t always done well.  Further, an Excel chart can encode one or two values at the most.  A Tableau chart can encode several – at least 6+ variables.  When you place several charts

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Making a Tableau Control Chart to PinPoint Outliers in Data

A Tableau control chart is a graph used to study how a process changes over time.  All processes have some variability.  That’s normal.  But large shifts or swings are cause for study and indicate something has changed about the way your process is behaving.  They are used to pinpoint sources of variation.  Data are plotted in time order. A control chart always has a central line for the average, an upper line for the

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When You Should Make a Tableau Pie Chart and When You Shouldn’t

Tableau Pie charts should almost never be used.  While you can build them in Tableau, and they are accessible from Tableau Show Me, they are not the best chart type to use.  Your eye is much more adept at comparing lengths of bars than angles of Tableau pie slices, especially as you start to add lots of pie slices to the view.  A Tableau pie chart is typically only useful with two slices/colors.  Eat pie with your friends, but don’t let

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How to Make Tableau Gantt Charts and Dual Axis Gantt Charts

Tableau Gantt charts are very useful for tracking time in a process.  This could be time from order to time to ship (important if you are Amazon Prime!), or time from hospital admission to discharge by patient or department, or any number of other examples. Tableau Gantt Charts are also useful for tracking progress on a project.    A dual axis Tableau Gantt chart is an even more advanced visualization.  It allows

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How to Make a Slope Chart in Tableau and When it’s Most Useful

Slope charts in Tableau emphasize the start and end date changes on the data, removing all the noises and the crazy ride in between. This leaves you only the most important data to focus on. Why should you use a slope chart in Tableau? Imagine we have the following chart:  How useful is this?  How much insight can we pull from this noise?  Very little.  With the data highlighter, that

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A Detailed Guide on How to Create a Tableau Pareto Chart

A Tableau Pareto chart is a type of  Tableau chart that contains both bars and a line graph, where individual values are represented in descending order by bars, and the cumulative total is represented by the line.  It highlights the 80/20 rule, which states that typically 80% of the results are caused by 20% of the factors.  For example, 80% of sales are caused by 20% of salespeople.  Or 80% of the problems

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