Tableau how to show prior period when filter is applied

2018-08-24T16:14:41+00:00 August 24th, 2018|Tableau|

This type of question, 'How do I show prior month when using a month filter?', 'My Year on Year is blank when I filter?',  appears A LOT on the Tableau forums. There are two main ways to show the prior period / keep a previous value for prior period comparison. 1. Parameter Create a parameter [...]

Excel Product function in Tableau

2018-08-14T19:28:24+00:00 August 14th, 2018|Excel, Tableau|

I stumbled across a question on the Tableau forums asking how to write the Excel Product function in Tableau. Full credit for the answer goes to Brian Bell in the comments of this thread https://community.tableau.com/ideas/1857. The Product formula in Tableau is: EXP (SUM( LN ([FieldName]) ) ) Should [FieldName] be a series of financial returns [...]

Create fixed bins from a measure in Tableau

2018-08-20T12:05:16+00:00 June 18th, 2017|Tableau|

What feels like a long time ago, pre-Tableau 9, I wrote an article on how to create fixed bins from a measure in Tableau. At the time it was complicated, data duplication and blending was required. Then Tableau 9 came along and this suddenly creating bins from a measure became very easy. The game changer was the FIXED [...]

Tableau dashboard navigation without the double click

2018-08-20T12:19:31+00:00 May 14th, 2017|Tableau, Tableau Server|

There are use cases where using buttons can aid Tableau dashboard navigation. For example in your Tableau report you may have a summary dashboard and a detailed drill down. Perhaps you want the user to drill down from the summary to the detail dashboard on a click. Tableau Actions make this drill down very simple. It's [...]

Show the total for selected and unselected values

2018-08-20T12:16:27+00:00 April 10th, 2017|Tableau|

Recently I came across a chart that showed the total for both the selected and unselected values. It’s actually very simple to create but did take a bit of thought to begin. We want the values NOT selected to remain within the view. A standard filter removes the values completely. Therefore the unselected values must [...]

MS Access query isn’t in the Tableau table list

2017-08-31T07:54:31+00:00 March 14th, 2017|Access, Tableau|

Using MS Access in conjunction with Tableau isn’t always a painless experience, especially when it comes to the Access query. You might notice your Access query doesn’t appear in Tableau for you to choose. Alternatively you might find an Access query that returns records in Access returns zero records in Tableau. All of this happens without [...]

Tableau Cannot use boolean type in IF expression

2018-02-14T14:08:13+00:00 November 18th, 2016|Tableau|

The "Cannot use boolean type in IF expression" error in Tableau calculated fields is quite self-explanatory. You're not able to use fields that return true or false (i.e. boolean type) with IF statements in Tableau. However there is a workaround. In many programming languages True or False can be represented as 1 or 0. Tableau [...]