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OneNumber - Tableau Experts
United States
Registrace 31. 05. 2018
The OneNumber team is a small, dynamic group of Tableau experts. We host Tableau classes, we do technical consulting, and we build custom projects for our clients. Sign up for our newsletter to get notified of our latest events and tips! (onenumber.biz/newsletter)
If you're looking for Tableau tips, tricks, and tutorials, enjoy the hundreds of CZcams videos we've put together!
If you're looking for Tableau tips, tricks, and tutorials, enjoy the hundreds of CZcams videos we've put together!
How to Conditionally Format Measure Names Color in Tableau (Quick Tip)
If you're working with a lot of Measures in a Dual Axis chart, you'll need to use Measure Values. By default, Tableau can create a color spectrum for each Measure Value, allowing you to choose from a diverging or sequential color palette.
But what if you don't want to color the values with a color spectrum, or a value-based color legend? You'll need to color by Measure Names.
To take it one step further, what if you want to color your Measure Names based off of whether they've met a certain criteria? Something like a T/F, or categories in an IF statement. That's tricky.
But here's how you can do it!
Connect with us:
•Book an hour to work with Ollie: onenumber.biz/office-hours
•Upcoming Tableau Classes: onenumber.biz/onenumber-tableau-classes
•Subscribe to the OneNumber Newsletter: onenumber.biz/newsletter
•Follow Ollie Linley on LinkedIn: www.linkedin.com/in/oliverlinley/
Resources:
•Example Tableau Workbook: public.tableau.com/views/ConditionalMeasureValues-CZcams/Demo?:language=en-GB&publish=yes&:sid=&:redirect=auth&:display_count=n&:origin=viz_share_link
•Measure Names and Measure Values: czcams.com/video/1uhOlZhN5GU/video.html&ab_channel=OneNumber-TableauExperts
•Dual Axis Charts in Tableau: onenumber.biz/blog-1/2023/5/10/how-to-build-dual-axis-charts-in-tableau
But what if you don't want to color the values with a color spectrum, or a value-based color legend? You'll need to color by Measure Names.
To take it one step further, what if you want to color your Measure Names based off of whether they've met a certain criteria? Something like a T/F, or categories in an IF statement. That's tricky.
But here's how you can do it!
Connect with us:
•Book an hour to work with Ollie: onenumber.biz/office-hours
•Upcoming Tableau Classes: onenumber.biz/onenumber-tableau-classes
•Subscribe to the OneNumber Newsletter: onenumber.biz/newsletter
•Follow Ollie Linley on LinkedIn: www.linkedin.com/in/oliverlinley/
Resources:
•Example Tableau Workbook: public.tableau.com/views/ConditionalMeasureValues-CZcams/Demo?:language=en-GB&publish=yes&:sid=&:redirect=auth&:display_count=n&:origin=viz_share_link
•Measure Names and Measure Values: czcams.com/video/1uhOlZhN5GU/video.html&ab_channel=OneNumber-TableauExperts
•Dual Axis Charts in Tableau: onenumber.biz/blog-1/2023/5/10/how-to-build-dual-axis-charts-in-tableau
zhlédnutí: 188
Video
Dynamic Start and End Date Filter in Tableau
zhlédnutí 667Před dnem
One of my favorite and most-often used date filters in Tableau is a range of dates with dynamic start and end dates. For example, you choose a range of dates (last 7 days, last 14 days, last 30 days, etc.) and then create dynamic start and end date filters that meet that criteria. This is a great way to provide a pre-selected filter range for your users but still give them ultimate control over...
What Tableau Dashboard Size Should You Choose (Quick Tip)
zhlédnutí 420Před 14 dny
Are you picking the right dashboard size? Tableau allows us to pick from three standard dashboard sizes: Fixed, Automatic and Range. Deciding on the size of your dashboard and how your visuals will be rendered is a massive component of crafting a great Tableau dashboard for your audience. Each of those three options comes with strengths and some unique challenges. Check out this video to see ea...
How to Set Up Tableau Pulse
zhlédnutí 438Před 21 dnem
Let's take a look at Tableau Pulse! Tableau Pulse is a new tool available on Tableau Cloud that uses AI to track metrics over time and give you an easily-shareable and digestible snapshot of your data. There are a few quirks to the system that we wanted to walk you through in this week's video. We cover: - Setting up your metrics - Following your favorite metrics - Adding custom filters - Chang...
How to Freeze Total Rows in Tableau
zhlédnutí 697Před měsícem
Freezing a total row in Excel is really easy... but in Tableau? Not quite as simple. The default behaviour of total rows in tables in Tableau doesn't include freezing. So to get a static total row, we'll need to create a workaround. We'll use a second worksheet and a sneaky calculation to help us generate the output we want. Connect with us: •Book an hour to work with Ollie: onenumber.biz/offic...
Tableau Prep Join Types Explained (All 7!)
zhlédnutí 375Před měsícem
One of the primary ways we combine multiple tables of data in Tableau Prep is with joins! Joins allow us to merge multiple tables of data horizontally on a common key. One of the things that distinguishes joins in Tableau Prep from Tableau Desktop are all the join types we can create! In Tableau Desktop, we're limited to Left, Right, Inner and Outer joins. In Tableau Prep we have those four opt...
Reset View Button in Tableau (Quick Tip)
zhlédnutí 489Před měsícem
A lot of people want to create customized "Reset Filters" buttons in Tableau, and that's great if you do! We've got a video on that in the resources section below. However, you might not need to do that at all! Did you know that Tableau Server, Cloud and even Public have a Reset view button? Pairing that button with Custom Views is a powerful way to quickly restart your analysis and clear all f...
How to Publish a Tableau Dashboard
zhlédnutí 621Před měsícem
Publishing a Tableau dashboard is crucial part of the dashboard-building process. This is often a step that comes with a sense of accomplishment as we begin sharing our work with others. But with all the options available to us when we publish our dashboards, how do you know whether you've done it correctly? Will you end-users have adequate access to the data? Do they have the permissions they ...
How to do DATEADD In Excel
zhlédnutí 183Před 2 měsíci
DATEADD is a fundamental Tableau function that we can't use in Excel... So how do we add values to our dates in Excel? I'll give you three simple solutions to work through, whether you're looking to add Years, Months, or Days. Connect with us: •Book an hour to work with Ollie: onenumber.biz/office-hours •Upcoming Classes: onenumber.biz/onenumber-tableau-classes •Subscribe to the OneNumber Newsl...
Sort a Stacked Bar Chart in Tableau from User Selection
zhlédnutí 830Před 2 měsíci
Stacked bar charts are a brilliant visual for displaying how individual segments contribute to the overall value of a category, and how a category ranks in relation to other categories. Like all data visualizations however, it has some weaknesses. One of the biggest weaknesses of a stacked bar chart is that it's hard to compare bar segments when they don't have a shared baseline. Comparing the ...
Tableau Classes | Summer 2024
zhlédnutí 108Před 2 měsíci
Need to get some Tableau training for yourself or your team? We've got you covered! Whether you want to dive deeper on Tableau Desktop, Tableau Prep, Calculations or Dashboarding, we've got a class for you! In Summer 2024, we're teaching 9 public classes across Pacific and Eastern Time. We can't wait to have you join us! Resources: •Individual Tableau Classes: onenumber.biz/onenumber-tableau-cl...
Save a Custom View on Tableau Server or Tableau Cloud (Quick Tip)
zhlédnutí 397Před 2 měsíci
It's grueling to open a Tableau dashboard and have to select all the filters every time you want to use it. Wouldn't it be nice if there was a way to save your filter selections for re-use? Turns out, there is! Saving a custom view on Tableau Server is one of the best way to promote interactivity in your dashboards. Check out this video to learn how! Connect with us: •Upcoming Tableau Classes: ...
Tableau Dashboard Filter Actions Explained
zhlédnutí 2,3KPřed 2 měsíci
Tableau's Dashboard Actions are powerful tools that we can use to add significantly increased levels of interactivity to our dashboards. Interactive dashboards are part of what makes Tableau such an engaging product for our data analysis. Of all the actions in Tableau, Filter Actions are some of the most common and useful. They allow us to click on one worksheet and filter another, or filter a ...
How to Create Aliases in Tableau (Quick Tip)
zhlédnutí 648Před 3 měsíci
Struggling to make sense of cryptic field names in Tableau? Let's simplify that! In this video, we explore aliases, a super useful feature that lets you rename fields into something more understandable. Using aliases not only makes your dashboards more readable but also ensures consistency across reports, especially in team settings. In this video, we'll walk through setting up aliases, how to ...
Label First and Last Points Only in a Tableau Graph
zhlédnutí 394Před 3 měsíci
Do you want to label just the first and last point in a graph in Tableau? For a line graph, that's simply a couple clicks away. But for a bar chart or any other type of graph, it might be a bit more involved. Our go-to method for labeling just the first and last points is to write a table calculation utilizing the FIRST() and LAST() functions and to drop that on the label tab in the Marks card....
Add Space Between Bar Chart Sections in Tableau (Quick Tip)
zhlédnutí 1,2KPřed 3 měsíci
Add Space Between Bar Chart Sections in Tableau (Quick Tip)
12 Essential Skills for Every Excel User
zhlédnutí 440Před 3 měsíci
12 Essential Skills for Every Excel User
Data Source Level of Detail Function in Tableau (Quick Tip)
zhlédnutí 930Před 4 měsíci
Data Source Level of Detail Function in Tableau (Quick Tip)
How Tableau Prep Decides Default Group Names
zhlédnutí 361Před 4 měsíci
How Tableau Prep Decides Default Group Names
Refreshing a Direct vs Extract Connection in Tableau (Quick Tip)
zhlédnutí 674Před 4 měsíci
Refreshing a Direct vs Extract Connection in Tableau (Quick Tip)
How FIXED Tableau Level of Detail Function Works
zhlédnutí 1,3KPřed 4 měsíci
How FIXED Tableau Level of Detail Function Works
How to Remove Grid Lines and Dividers in Tableau (Quick Tip)
zhlédnutí 1,7KPřed 4 měsíci
How to Remove Grid Lines and Dividers in Tableau (Quick Tip)
How to Add Arrow Indicators Before Values in Tableau (Quick Tip)
zhlédnutí 2KPřed 5 měsíci
How to Add Arrow Indicators Before Values in Tableau (Quick Tip)
How to Add A Quarter/Year Dropdown Filter in Tableau
zhlédnutí 1,7KPřed 5 měsíci
How to Add A Quarter/Year Dropdown Filter in Tableau
View Underlying Data in Tableau (Quick Tip)
zhlédnutí 883Před 5 měsíci
View Underlying Data in Tableau (Quick Tip)
Dynamic Titles for Tableau Dashboards
zhlédnutí 2,2KPřed 5 měsíci
Dynamic Titles for Tableau Dashboards
How to Password Protect a Tableau Public Dashboard
zhlédnutí 818Před 6 měsíci
How to Password Protect a Tableau Public Dashboard
Custom Date Formatting in Tableau (Quick Tip)
zhlédnutí 825Před 6 měsíci
Custom Date Formatting in Tableau (Quick Tip)
Very nice and cleverly done. Thank you for explaining.
Thank you, you are welcome!
What if we are using the date column along with the aggreated column in one calculation? At that time Sum of date cannot be right.. Can you please help me on this to overcome?
Our aggregated fields can be sliced up by whatever dimension is in our view. So, If you have SUM(Sales) with a Date column, then it will calculate the SUM(Sales) for each Date value in the view. So we wouldn't SUM a Date field, but rather SUM a measure. Does that help?
Need help with Tableau? Schedule an hour with Ollie: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
When I put the "In Date Range T/F" field on filters (minute 4.25) I only get False and do not have an option to click on True. Is there a way to fix this?
Hi! Do you have any valid rows of data in the range you've selected on the parameter? If not, I'd change the parameters so that they contain some valid dates and then try to filter on TRUE again.
profit didn't sort from large to smallest.
At 7:45 , What happens if you perform the table calculation across the Category dimension? Does it return the same result?
I don't usually select dimension from the quick select list like that but it looks like that initiated specific dimensions and selected category but de-selected sub-category. You can read up on how Specific Dimensions work here: onenumber.biz/blog-1/2018/1/18/tableau-table-calculations-what-does-specific-dimensions-mean
Thank you so much for your quick and easy-to-follow videos!
You are welcome! So great to hear you found it helpful!
Just stumbled across all of these videos, these videos are excellent. Well done!
Thanks Philip, we're so glad to hear that you are finding them helpful!
Excellent Eric
Thank you Philip!
Need help with Tableau? Schedule an hour with Eric here: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Very good demonstration
Thank you! We're glad to hear it helped.
I can’t see this features on my tableau public. Is that normal?
I just double-checked and it looks like you're correct. I only see this as an option in Tableau Desktop Professional, not Tableau Public Desktop
Thank you! I needed this for a workaround. Clear, concise, simple and directly to the point. I followed the principle to achieve what I needed to do.
I'm so glad to hear it helped. You are welcome!
I love this idea ❤ thank you
You are welcome, thanks for checking this out!
Very helpful. Thank you!
You're welcome!
Great tip! Those kind of things are cherry on top with Tableau knowledge.
Thank you, we're glad to hear this helped!
Explanation was so clear and minor info like checking number of rows to verify correct joins was really helpful.
That's great to hear!
Need help with Tableau? Schedule an hour with Eric here: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Have you gained any insight as to why the unique customer count wasn’t matching? I’ve found Pulse to be difficult due to not knowing how it is coming up with certain numbers. And especially with snapshot data. Any insight there?
I had a look round and I couldn't work it out! It seems like there's not much in the way of insight as to how those measures are calculated. Hopefully that's introduced soon.
this is a very curated use case. more often than not you'll receive agg vs non-agg error
what if we wanted to show the Null value results in the view but not in the filter. Ultimately I want the Null results to always be toggled ON and not allow it to be toggled OFF by the user. So in this case, I want only the years to show up in the filter options and the results from the Null values to always be present
This is a hack but I guess you could lump it in with something else. For example.... IFNULL([State],"New York") Then you use the original [State] field in your worksheet but use the IFNULL calculation on filters. It will get funky if someone actually removes New York from the view because it will remove the nulls as well, but it might work.
Very clear and informative. Thanks
You're welcome!
Thank you!
Very clear and helpful demo. Thank you.
You're welcome!
Amazing content. Quick question, when launching a dashboard, how I refresh data sources to update each day? "Complete Time" cell doesn't seem to be working for me.
Hey! If you need to refresh your data every day, I would recommend publishing the data as an extract and setting up an extract refresh schedule. You can do that here: help.tableau.com/current/server/en-us/publish.htm
Thanks Mate
You're welcome!
This is a great idea! Thank you for sharing. However, I am still on my way to searching for the answer for three measures, e.g., sales (need to use currency sign), profit (currency sign but have both positive and negative data), and quantity (no dollar sign). This is a headache. Do you have any suggestions on this?
You're welcome! What do you think of something like this? czcams.com/video/gNmdgXA3zmI/video.html&ab_channel=AndyKriebel
@@onenumbertableau wow, thank you so much for the follow up! This is exactly what I was looking for 👍
@@sienna_personal Glad to hear it!
love that you provide the recap!
Glad to hear it was helpful!
Awesome! Thank you so much for your information :)
You're welcome! We're glad this helped
very useful video, thank you very much! If we had wanted to transpose the dates too, to have the columns date job 1, date job 2 and date job 3. How would you have done it? on the same pivot?
You're welcome! I think I'd create a separate branch and pivot step for the dates. Then you can pivot the dates in a similar fashion and join them back on the employee id. Does that work?
Thank you very much ! I did it in the same branche, I added one transpose before the aggregation. Then i aggregated all the columns at once !
your video helped me a lot, thank you again! I sent you an invitation on linkedin
Need help with Tableau? Schedule an hour with Ollie: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
How to get Hidden bar back?
I just spent a few minutes trying out ideas and you stumped me! The only way I can find to do it is with the back button.
Hello, thanks for making this video. What happens if instead of showing a file location it says “table” and the value is not a path but more like a section of the sheet
That sounds like someone applied the Use Data Interpreter feature to a file-based data source. I suppose you'd need to reconnect to the original data source and then select the checkbox next to "Use Data Interpreter" again to recreate the same source file.
Thanks so much Eric this was absolutely brilliant! The hidden values in the filter worked like a charm using the Lookup Table Calc for my client names, however when I use other dimension filters, for instance trying to change Region, it seems to reset the Table Calc filter for the client names each time I filter to a new Region, and my screen goes blank. I am actually trying to use your technique to exclude a single client name value across multiple regions, but it's not working dynamically/interactively when regions are changed with my filter. Does this have to do with the scope of the table calculation perhaps?
Thank you! Can you manually hide them? Like add the "Client Name" field to the Rows shelf, right-click on the one you want to hide and select "Hide"?
How can I highlight both top and bottom in different colors at the same time? Without the use of top and bottom filter.
Hey! How's this? IF RANK(SUM([Value])) <= 3 THEN "Top 3" ELSEIF RANK(SUM([Value]),'asc') <= 3 THEN "Bottom 3" ELSE "Other" END Then you can drop that field on Color and you'll be good to go! 🙏🏻
@@onenumbertableau Thanks a lot, it worked as intended.👍
Thank you for sharing. Is there a way to reset the values of parameter filters in Tableau?
You're welcome! Not with a creation like this but we recommend checking out the Reset Views button: czcams.com/video/V9zT2WFkahE/video.html&ab_channel=OneNumber-TableauExperts
Legend 💫
Thank you!!
Was waiting for long thanks :)
You are welcome!
THANKS FOR THIS. I WAS HAVING SO MUCH TROUBLE WITH DYNAMIC TITLES. THIS HELPED.
We're so glad to hear it, you're welcome!
But how do you remove the numbers 0 , 10 etc?
Right-click on the axis, select "Edit Axis", select "Tick Marks" and adjust as wanted (set to None if you want to see no number)
@@onenumbertableau You are the GOAT of solving tableau problems!!!
@@ragragrec1 Wow thanks so much!
very clear demo thank you
You are welcome!
Thanks a lot, your video explanations are much easier to understand compared to ChatGPT!
Need help with Tableau? Schedule an hour with Ollie: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Thanks for the video. Can you explain the same with Year-Month (latest 2 years = 24 months) in the place of Job Class Description ? Is that possible?
Hey - I think you can, but you would need to adjust your filter accordingly. This simple parameter probably wouldn't work there. You'd need something more like this: czcams.com/video/PM0O3uVJ-Bw/video.html
Big Fan Sir. Great Help.
Thank you, you are welcome!
So helpful, thank youu!
You are most welcome!
Hey, thanks for this video. This was very helpful. I tried to implement this and False was only showing up under the columns that i wanted to hide but, when i select the column and click on hide then, entire table is hidden. How do i make sure that just the columns that have false are hidden and not the entire table? Thanks in advance!
Hey! I would do something like: 1. Create a parameter called "Show/Hide Dimension" (Boolean output) 2. Create a calculated field called "Show [Dimension]." This should read: IF [Show/Hide Parameter] THEN [Dimension] ELSE "" END 3. Put this on Rows/Columns That should help!
Need help with Tableau? Schedule an hour with Eric here: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Great video, thanks for sharing. Do you know if Tableau would be able to take the quadrant chart (QC) you make here and take it a few steps further? Specifically, if I have a data set to populate this sort of color-coded QC each week, could I track the path of a certain point? I know there are connected scatter plots that can do this but would the path and any intermediate points along its path change color if it was in different quadrants each week?
Hi Mitch, I suppose it depends on how the data is structured. Would you have the ability to filter to a prior week to see what the values were then or is your data source "real-time" without the ability to easily filter to prior values?
Hey, great tutorial, really helpful. It will be great if we can get the data for subsequent videos so we can follow along. Thanks again
Thank you! Good feedback, here's a copy of the workbook from the walkthrough that you can download: public.tableau.com/app/profile/eric.parker/viz/DivergingBarChart_17185718078620/Title