Data Insights for Asset Management

2020-02-18T09:19:44+00:00February 18th, 2020|Asset Management, Tableau|

Many Asset Managers are large and globally dispersed. This tends to lead to a lot of data. A lot of data generally leads to a lot of opportunity to convert that data into valuable business information, into actionable insights. Realising that opportunity can be complex. The fragmented organisational / geographic structure is ideally suited to [...]

Are you a Tableau developer or tableau artist?

2020-02-14T09:30:18+00:00February 14th, 2020|Business Intelligence, Tableau|

A browse on LinkedIn presents post after post of artistic, very well designed and highly complex Tableau dashboards. Many of the dashboards shared on LinkedIn often are more works of art than dashboards you would see in the corporate environment. The producers of this artwork are clearly highly skilled in the Tableau product. Producing this [...]

Tableau use Gantt when Square mark type coming out of cell

2020-01-23T11:35:20+00:00January 23rd, 2020|Tableau|

When adding colour to a Square mark type in Tableau the colour can spill out of the cell, covering other adjacent cells. Why this happens I don't know. An example is below. Hover over the cells and check the tooltip. There is a difference between the Square and the Gantt mark types. The tooltip of [...]

Using the Placeholder for advanced Tableau tables

2020-01-23T11:36:35+00:00January 15th, 2020|Tableau|

Creating tables in Tableau with Excel style conditional formatting is a common ask of Tableau developers. I understand many visualisation purists don’t like tables but sometimes it is the best way to show the data. After all a heatmap is a table with colour! Those experienced in Tableau are aware it’s not Excel and the [...]

Simple Conditional Formatting in Tableau

2020-01-27T13:10:01+00:00January 13th, 2020|Tableau, Tableau Basic|

Often a client will ask for colourful tables to be built in Tableau, where they want some columns to be highlighted and others to be left un-highlighted. Sometimes this could be called conditional formatting in Tableau. If the requested highlighting is very simple – for example only highlighting Sales by the amount of sales, highlighting [...]

Format Tableau subscription message

2019-12-19T10:08:06+00:00December 19th, 2019|Tableau|

No doubt you have noticed when putting a message into a Tableau subscription in the actual email it comes out as one long string. No matter how you format the text in the Tableau subscription message box it comes out differently in the actual email. However there is a solution to improve the Tableau subscription [...]

Export a Tableau dashboard to PDF using a URL

2020-02-13T21:51:27+00:00September 28th, 2019|Tableau|

Tableau Server offers a lot of functionality using the URL including filtering and exporting. I wrote about filtering a Tableau dashboard using the URL in a previous post. This post is about another very useful option using the URL: exporting the Tableau dashboard to PDF. Exporting to PDF is as simple as appending .pdf to [...]

Fix the number of pages to export pdf from Tableau

2019-09-22T11:34:13+00:00September 22nd, 2019|Tableau, Tableau Basic|

Sometimes Tableau developers are asked to create dashboards to download to pdf. Clearly how this looks upon export is key. Therefore the sizing of all components on the dashboard and the page set up is important. Defining the number of pages is straightforward, simply by setting the Print Scaling. In Tableau desktop it's found in [...]

Tableau Developers – where should they sit within an organisation?

2019-08-24T14:23:34+00:00August 24th, 2019|Business Intelligence, Experience, Reporting Theory, Tableau|

Often large organisations struggle with where Tableau developers should sit. This could also apply to any other reporting software, the likes of Power BI, Qlik, etc. As some technology is involved (i.e. Tableau) there is often a strong argument to lump it in with IT. However I believe this is incorrect. The optimal place for [...]

Tableau error measuring utf8 to utf16

2019-08-24T13:47:42+00:00January 3rd, 2019|Tableau|

The Tableau error "Tableau Data Engine Error: 40583: error measuring utf8 to utf16" can be caused by creating a TDE in Alteryx. I have seen this error when using the Alteryx Output tool to output a Tableau Data Extract file (TDE) based on CSV files (and possibly other file types). There are a couple of [...]