Category: Tips & Tricks
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Five Ways to Make Tableau Dashboards Run Faster (Part 1: Data and Query Tips)
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We’ve all been there. You set out to build what you thought would be a great Tableau dashboard. When it’s all done, you realize the filter selections are lagging, charts are taking forever to load, and users are asking you what’s wrong with their report. Slow dashboards don’t just frustrate people; they also slow down…
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Four Tableau Tips You Wish You Knew Earlier
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Despite the countless hours I’ve spent using Tableau (I’ve been using it for a decade!), and the wealth of knowledge I have about the tool (I’m a Hall of Fame Visionary!), I still come across “new-to-me” tips all the time. In this blog post, I’m going to share four tips that I have come across…
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Using Images in Tableau: 4 Awesome Tricks
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Tableau is a data visualization tool, and if you use it frequently, you are aware of its amazing strengths and occasional weaknesses. Tableau is not designed for image creation or, frankly, image use. Because of this, there are considerations and workarounds to ensure images maintain quality and are easy to use within Tableau. Remember, Tableau…
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Six Easy Tableau Formatting Tips to Save You Time
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Tableau is an incredibly versatile tool for creating data visualizations that can bring your insights to life. However, how you format these visuals can affect how easily your audience understands and interacts with your data. Whether you’re just beginning your Tableau journey or a seasoned pro, mastering formatting is key to taking your projects to…
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Custom Lists with Parameter-Driven Filter Buttons
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Throughout my years working in data visualization, I have experienced an intriguing evolution. When I started using Tableau 10 years ago, I was interested in two vastly different ends of the spectrum of data visualizations: foundational concepts, such as building a bar chart and calculating aggregations accurately, and impractical concepts, such as creating a radial…
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Create a Reset Button for Dashboard Filters & Sets
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Let’s Start Fresh with a Reset! Filters in Tableau allow users to drill down to the data of interest. While this option makes data exploration fun, resetting multiple filters back to ‘All’ one-by-one can be time-consuming, primarily if numerous filters exist. A Reset button that with one click resets all filters and sets to “All”…
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Improve the UX of Tableau Filter Selections with a Dynamic Error Message
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Where Did the Data Go?!? In many scenarios, a dashboard displays a cascade of filter options to guide the user to a subset of data in the view. One issue with this method is when a user selects a final filter option (the child) and then selects something different from the previous option (the parent),…
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Using Dynamic Zone Visibility to Enhance Dashboard Filter Options
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We often see dashboards designed with numerous mechanisms to enable users to slice and dice the data any way they please, hoping these options guide them to crucial takeaways and information. However, providing an a la carte “slice and dice” dashboard often requires revealing all available filters and parameters. Yet, too many options can be…
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Clever Ways to Use Indicator Icons
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It’s not uncommon for me while designing a data visualization to wrestle with two, seemingly, competing priorities: successfully visualize all necessary data elements and charts on the dashboard and minimize the noise so the most important pieces of the data are easy to find. As Kathy Rowell, HDV Principal and Cofounder, mentions in her post…