Guide to Dual Axis Tableau Charts

Combo and Dual Axis Tableau Charts present two different variables on the same graph.  For example, sales and profits.  These are different than one metric, like sales, with multiple dimensions or segments (i.e. Consumers, Enterprise, SMBs).  Dual Axis Tableau Charts compare two different metrics, which often have different scales. If not presented correctly, they can lead to wrong data interpretation. However, when you have limited real estate and you want

Read More

Showing Correlation in Tableau for Better Analysis

Up to this point, we’ve mostly looked at how data can be segmented by some dimension or over time.  However, looking at correlation in Tableau by looking between numbers, and how one metric affects another, is an extremely valuable skill in analytics.  Correlation analysis in Tableau compares two or more quantitative variables to see if values in one vary systematically with values in another.  For example, as height in men

Read More

Using Maps in Tableau for Improved Spatial Analysis

People love maps in Tableau.  It’s true.  They look cool and plotting data on top of them is even cooler, just check the World Corruption Map here.  Open a copy of the New York Times on almost any given day and you’ll find a map graphic.  Any time you have any data that is related to geography – zip codes, state or city names, addresses, provinces, postal codes, etc. –

Read More

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.

Read More

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. 

Read More

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

Read More

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

Read More

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

Read More

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

Read More

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

Read More