Hi really don't like Halloween and I really don't like video content, so I thought for today I'd do both. Here are 21 Tableau Tricks and Treats ranging from beginner to maybe Intermediate +
1. Right click on the marks, rows or columns shelf to create a calculated field that exists only in that worksheet 0m20s
2. Create information icons with explanation in the hover help guide the user by creating sheets with only an icon or an image, and then tool (show dashboard) 0m40s
3. Right click on a field and click default properties > number format and you can set to a currency or percentage so you don't have to change it every time you use it in a view. You can set default aggregations here as well. 1m16s
4. Right click and drag fields onto your view to pre-determine how they display (oops, didn't get on video, use your imagination)
5. Copy portions of a calculated field and drag them onto the view (great for troubleshooting) 1m50s
6. Hold Ctrl and drag a calculation from the pill to anywhere else to copy it - including into your field list to create a new calc field. 2m25s
7. If you're using measure values on colour, right click the measure values pill and select individual legends per measure. This lets you set a different legend for each measure. But it can get psychedelic so be careful. 2m48s
8. In a legend, double click a colour to go to the customization GUI 3m00s
9. To reduce the colour noise, you can use advanced customization to reduce the impact of outliers and stepped legends that reduce the number of total colours. 3m41s
10. In the toolbar, click analysis, view data. It will show you all of the data in the current worksheet. A quicker way than highlighting all the points and right clicking view data. 4m08s
11. If you need to export a measure name by measure values table, it will export as a cross tab and not a table (not like it looks in Tableau). To alleviate this, multi select the measures (ctrl + click) and drag them onto the rows. Then multi select again, right click and select dimension. Now you'll see that the export formats as a table. 4m23s
12. Drag the middle of a range filter to maintain the range but change the end points. 4m48s
13. Have dynamic colouring in text or tooltip by creating multiple if statement calculated fields, that return the desired value, one for "bad" and one for "good" each without an else statement. Set them each in the tool tip, colour the bad one Red and the good one Green. Only one will ever show up at a time. 5m25s
14. Right click on a date, format and scroll down to custom and pick the perfect date format. 6m32s
15. Use map layers to add street or satellite details to a map. 6m51s
16. To dynamically highlight only one dimension from a group, create a parameter that has all of the dimension options and then a calculated field of Parameter = Dimension. Set that field on colour, and click a bright colour for true and a bland colour for false. Order the legend so that true is on top.7m24s
17. You can set a password on a dashboard using a parameter and a calculated field the verifies the Parameter is set to a specific word. 8m34s
18. Use a Count Distinct of dimensions in a view to swap create a dynamic label that shows either a specific item or lexicon for multiple items, based on filters. IF the count distinct is equal to 1 THEN use Attrtibute on the dimension to show the specific dimension, ELSE show "All Products/Teams/Cities" 9m53s
19. On Startup hover across recent files to preview contents by worksheet 10m58s
20. Ctrl and click multiple worksheets and right click, select copy. You can and paste these worksheets within a workbook to duplicate, or from one workbook to another. It will even bring the datasource with it. 11m21s
21. The 21st trick is that there isn't a 21st trick.
I'm working on a hockey stats portal that you can find here - If you have any requests, feel free to give me a shout by any means necessary.
One of the things I love about my job is I don't fully know, day to day, what I will get up to. The data life cycle is so wide and varied that every journey is unique.
For the last year or so, I've been using a tool called RescueTime to track and categorize all of my activity. It really helps me understand what, exactly, a business strategist does.
1. Tableau - by far my most used program. I spend a ton of time in Tableau simply because it is the absolute best way to communicate data to my clients. This is the front-end tool that turns data into decisions.
2. Gmail - a sad truth about any consulting is the amount of time spent communicating with clients through email. 6% of my time is spent crafting and reading emails.
3. MS Excel - Encouraging my clients to get out of excel and into more robust data bases is the drum I can't stop beating. But unfortunately excel remains a vital part of many organization's data cycle.
4. DBeaver - DBeaver is the ultimate database management tool. It has connections to a large number of major database platforms and let's you easily switch between connections. Data strategy requires a lot of data discovery, and DBeaver let's me do that with the fewest barriers.
5. PBIDesktop - I stand by Tableau being the best data viz tool, but if you're an org that already has heavy ties into Microsoft or you're looking for something a little bit cheaper than Tableau, Power BI is a fine option. Some of my clients have taken this route, and I've developed their PBI footprint with them.
Here's the full list and time spent on all programs from January 1 to July 31 2019.
A growing fad I've seen on the interwebs is creating Resume's in non-traditional software. Whether it be a personal reactive Webpage, or an origami bird, people are eager to distinguish themselves via the delivery of their resume. And fair enough, with how competitive the hiring market is, that could be the requirement to get the attention of an inundated hiring team.
More personally, it's people releasing Tableau based Resumes. Showcasing their professional achievements through elaborate charts. Honestly, this is a domain where I swear a PDF file with words is going to work better.
But not wanting to be left behind, nor to let me grouchy self get in the way of good ole fashioned progress, I put together my Tableau resume. The hardest part is not inundating it with words. I've put most of the pertinent information in hover overs, but feel like I've left enough top line information that this is consumeable without Tableau.
But I'll let you be the judges. Here is the URL, with the JPeg below.
A right to Canadian passage is being able to complain about the snow winter after winter. It's also customary to confidently announce to anyone who will listen that "this is the most snow we've had in a long time". But how short our memories are. Slightly annoyed with the rash claims made by friends and neighbors, I again turned to data viz.
Environment Canada does a great job at keeping detailed weather files from most Canadian cities. Unfortunately the level of detail and measurements documented vary by polling station. I had plans of expanding my analysis across Canada but it was time consuming to find formats that would cooperate.
I also doubt the accuracy of some of the reporting. Especially as I was tracking this live and comparing to my front lawn. But I'm sure there is some system in place.
The biggest challenge with this piece was creating a static way to show 12 years of data. I'm into making tool agnostic reports lately that can be widely consumed. It's a learning curve but it's a good direction to head. The balance of putting not too much nor too little information is tricky.
But, with that said, no tableau link for this one as I got to all fit in a nice Jpeg. Here is a look at 12 years of Fredericton Winters.
Far too often I find myself trying to solve my real life problems with data visualizations.
Here's an example. My wife has been put off work for a while. She's got a touch of cabin fever and by the time I get home she's ready to get something exciting going.
We're both into board games but without other people there are only so many options. To boot, we've recently been introduced to the joy of Co-op board games.
So I was tasked with combing though boardgamegeek to find some great 2 player, co-op board games. But why browse a website when you can just, you know, viz it. Thanks to a brilliant datasouce on Kaggle, I was able to put together the ultimate, filterable board game search tool. I went a bit flexible with the design, opting for a 5000 point bubble chart. When it's for internal use you can take some liberties.
Here's the URL if you want to do some drill downs of your own. And you'll want to, because the static image does not give you much in terms of detail!
This is something I wrote for my LinkedIn feed, but thought you guys would probably be more interesting in it than anyone there. Two of my clients have Red Brands and they both do KPIs differently, which got me thinking of this topic. Anyway... read on if you want.
Ah, red. The colour best known for Christmas, blood and when your KPIs have gone horribly horribly wrong. It's also the primary shade in some of the world's biggest brands such as Coca-Cola, Toyota and Verizon.
Well, what do you do when you have to balance a company's branding with a functional KPI color palette? In one of the most pedantic things I've ever written, I present to you the dos and don'ts of building your red branded KPI dashboards (please don't tell my younger self this is what my life is now).
1 - DON'T use Red for bad. If you're presenting to an executive, a real company man, you don't want their brand to mean things are in the gutter. You might not care, but it will get noticed. Instead use a black or gray. Something neutral.
2 - DON'T use too much red. This is dashboard not the end of a Jack Bauer rampage. Too much red is an affront on the visuals and is almost impossible to work with.
3 - DON'T corner yourself into using colours that are relevant to the competition. It can work, but if it doesn't, throw it out.
Here is the DON'T dashboard
The numbers line up to my points above. The headings contain a lot of red, it's all branded but hard to take in. The charts on the left use red to represent the brand while the charts on the right use red to represent bad. Which could create the mental fallacy of Brand = Bad. It might sound silly, but that does happen. The bottom right bar chart uses political party colours to help readers instinctively know what is what, but it's bright and out of place to the rest of the palette.
Here is my DO dashboard, with some of the changes explained afterwards.
You'll notice right away (hopefully) that you're not blinded by red. But there is still enough to consider the dashboard branded. Replacing the bar chart with a line helps as it gives more white space. The right hand tables have a gray base and, where it's obvious, red as positive. I've not done this for the by province chart as it was not intuitive here that red was good (since there are no labels or legends).
I think my favorite change is to the % of Revenue by Year. I love color coding with party colors as it's intuitive for the user. Unfortunately I think it distracts. This version flows much better and you don't lose much in terms readability.
So. That was bland. Not many get the joys of restless nights thinking how do make an appealing red branded dashboard. But maybe, just maybe, this will inspire someone working with palettes in the future. And if not, I appreciate you sticking it out with me anyway.
Oh and if you'd like to see the full dashboard and be able to see other parties, click here
What is the only thing that stands between you and your wildest dreams? If it's a constant stream of small donations from strangers worldwide then this blog post if for you. Thanks to a Kaggle Dataset amalgamating 392,000 completed Projects we've broken down the easy 5 steps between you and your unsustainable dream.
And if this freeze frame doesn't lineup to your situation, then here is an interactive, choose your own destiny version.
My wife and I have been spending more time than usual looking up baby names. Going from website to website, hoping to find some inspiration.
This didn't appease my analytical, data visualization, desires. To combat it, I did some digging. The social security administration has interesting data on male and female name popularity in the US dating back to 1880. I used this to not only see a list of the most popular baby names over the last 150 years, but to see how my name has fared the test of time.