All rights reserved. © 2009 Tableau Software Inc. Top 10 Jedi Tricks Marc Rueter Tableau Software.

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Presentation transcript:

All rights reserved. © 2009 Tableau Software Inc. Top 10 Jedi Tricks Marc Rueter Tableau Software

All rights reserved. © 2009 Tableau Software Inc. Top 10 Jedi Tricks 1.Totals on Bars 2.Putting Regions on a Map 3.Top n using Table Calculations 4.Nested Sorting 5.Making a view blank by default 6.Swapping a Datasource 7.Leveraging the Path Shelf 8.Enhanced Binning 9.Datetrunc to solve date problems 10.Publish Datasources

All rights reserved. © 2009 Tableau Software Inc. 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

All rights reserved. © 2009 Tableau Software Inc. 2. Putting Regions on a Map Use known positions as a proxy Or use ‘user extensible geocoding’ for exact placement

All rights reserved. © 2009 Tableau Software Inc. 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

All rights reserved. © 2009 Tableau Software Inc. 4. Nested Sorting Sets allow complex sorting Can be used in conjunction with Top n table calc

All rights reserved. © 2009 Tableau Software Inc. 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’

All rights reserved. © 2009 Tableau Software Inc. 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

All rights reserved. © 2009 Tableau Software Inc. 7. Leveraging the Path Shelf It can be used any time the mark type is Line Very effective on scatter plots

All rights reserved. © 2009 Tableau Software Inc. 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

All rights reserved. © 2009 Tableau Software Inc. 9. DATETRUNC() to solve date problems Continuous Months across years Better formatting control More flexible date calculations

All rights reserved. © 2009 Tableau Software Inc. 10. Publish Datasources to Server Use ‘Collaborate  Publish Data Source…’ ‘Import Data Source’ to new workbooks Workbooks will inherit changes to the datasource