tag:blogger.com,1999:blog-31788131927046510282024-03-28T17:52:37.848-04:00The Flerlage Twins: Analytics, Data Visualization, and TableauAnalytics, Data Visualization, and TableauKen Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.comBlogger391125tag:blogger.com,1999:blog-3178813192704651028.post-31492571043380454682024-03-18T08:50:00.000-04:002024-03-18T08:50:00.277-04:00Tiny Tableau Tips - Round 5<p> <span style="text-align: center;"> </span><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUh6FmwfWcAqS-t07yorM9YyeqppouXMIhD-iAgBeg8jc-D3kuhxcMFupRAuGoa0psWnYrKOsJjEEsG5EOR2hjXaCwaVTNOXqVAd0qe9KtIQzL4VQKHPfGHIe09h9qmpFLr3Pg2G22X_hEOuVIawou5dD3i1o04rV07oCR9i11kMjv5x8n4KDHfbcbzgE5/s4400/Title.png" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="2475" data-original-width="4400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhUh6FmwfWcAqS-t07yorM9YyeqppouXMIhD-iAgBeg8jc-D3kuhxcMFupRAuGoa0psWnYrKOsJjEEsG5EOR2hjXaCwaVTNOXqVAd0qe9KtIQzL4VQKHPfGHIe09h9qmpFLr3Pg2G22X_hEOuVIawou5dD3i1o04rV07oCR9i11kMjv5x8n4KDHfbcbzgE5/s16000/Title.png" /></a></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p></p><p></p><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">As a reminder, our Tiny Tableau Tips blog posts are comprised of tips shared by others on social media that we are just providing a more permanent home for. For more information on how #tinytableautips came to be, check out Round 1. In Round 5, we will be featuring tips from <a href="https://www.linkedin.com/in/vincent-baumel-a0808183/" target="_blank">Vince Baumel</a>, <a href="https://www.linkedin.com/in/whitney-wood-tx/" target="_blank">Whitney Wood</a>, </span><a href="https://www.linkedin.com/in/brittanyrosenau/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Brittany Rosenau</a><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">, </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://www.linkedin.com/in/e-davis/" target="_blank">Elisa Davis</a>, and <a href="Tore Levinsen" target="_blank">Tore Levinsen</a>.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="background-color: #fcff01;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">1) Vertical Select</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://www.linkedin.com/in/vincent-baumel-a0808183/" style="font-size: 18.6667px;" target="_blank">Vince Baumel</a> on </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Jul 14, 2021: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Here's a #TinyTableauTip you may not know about! You can hold alt+click to make a VERTICAL selection in your calculation window, then quickly indent/outdent a block of text all at once! This has saved me tons of time in keeping my calculations nice and tidy. #datafam</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Side note from Kevin, this also works in SQL.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/quantum_relic/status/1415378559212916753?s=20 " target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYASq5ThO8pdeOkrUCenIwaF6oJIXXAraJKOEWIwyiF-C5sR2V2CZxhaJbe6FI1eMdPp8E946wbByQl4SplUGRpHjPUDzpMMhnBCH_kxCasM81zzpKah6G2a0cMJVW-JU2M_elLjf_Q6FNyheiKe_K0klsnkVG2do7T_tIm2vN4aH11-R55L1TV2CDbXQm/s16000/1%20Vince%20Alt%20Vertical%20Select.gif" /></a></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">2) Insert Inline Calculations</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><a href="https://www.linkedin.com/in/whitney-wood-tx/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Whitney Wood</a> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on Jan 18, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">#TinyTableauTip You can use Tab to quickly create/insert multiple fields. #datafam</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/xrayattack/status/1483490575219318787?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEioASaj_mtYVre03U4O0N5n0M12ig96nlRdmR9Nz5eslHzJoMkWElU9D_FooL-Oj5HRturkID0G_VnkFHj3gMiigMbft2Z2FcCBkcNK9Ppxd-Nw_ry7juKwjaQpLKsIn2AwFDbRaOWD9epGbBLPaQd4HSNTlxYPDfXkx5Kil7byIcm9wv-XCzl6AuktCk2c/s16000/2%20Tab%20Inline.gif" /></a></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">3) Custom Numeric Formatting Calculation</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://www.linkedin.com/in/vincent-baumel-a0808183/" style="font-size: 18.6667px;" target="_blank">Vince Baumel</a> on </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Feb 4, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Hey #datafam, want to see another cool #TinyTableauTip? Here's a single calc solution for converting a numeric string field (that may or may not end in k, M, or B) into a usable quantity! Pretty cool, right?</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/quantum_relic/status/1489680825796943879?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiCuE6Q5xoAwA4u0M-9tQ40C_X7slCl3A2AJ55OlluFAkG7FjlKa-r0LKHi3NE1faaeqzFENmV4kQ7LQ5s_x-SqDA0QEBF3rkPJyRDrHSeca5cLPf3FIRpjAkRL7aXzRJ73dpFcNBK1kMlIMnPXimOtkV-KRXm9lpUBzg6dBDlU5IOeoBG_NKfZN-3Wv21h/s16000/3%20Custome%20Format.jpg" /></a></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">4) Copy Paste Unicode Characters</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><a href="https://www.linkedin.com/in/vincent-baumel-a0808183/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Vince Baumel</a><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Mar 22, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Who's up for a #tinytableautip? This one's a pretty interesting one, and it's about Unicode! In Excel you can press window+. (window key plus period key) to do a quick search for a symbol, then it's just copy paste. It's a pretty quick way to up your calc game, #datafam!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/quantum_relic/status/1506363725741178888?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBxygz2Y-Gnt704ZayNxKHUOs3sdKc1jxmlBce0ywZyttj_cg6ft2-WoMHfVbI46-HbUcSribw1mpJsYAINk0OFjHfcZDDS_BxXD3g2qG02pDDiYoGht4pGg5rZcmKFBfd-bP91n6LOfH1vG16mKHPCsMVIyFARlEoJbq4yInq7MvOTNMwVs0MLTjaf9sc/s16000/4%20Unicode.gif" /></a></div><br /><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">5) Drag & Drop Calc</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: white;"><a href="https://www.linkedin.com/in/brittanyrosenau/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Brittany Rosenau</a> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on Jun 15, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Uh...so you can double click on a field to select, and then just drag and drop it where you want inside a calc window. How about that! #TinyTableauTip</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><b><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Please note that Brittany has also shared a ton of great resources on her </span><a href="https://brittanyrosenau.medium.com/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">website</a><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">. Check it out. </span></b></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/brrosenau/status/1537231241124401152?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsaROhBfqCTFaQJ4LDcmVt_qbyyPZe6ys1BHXqk79lgLT1lg4F4KUZNDBnotzzVowd7bet_hYirMasy_Aq4EYPDaNKOf2AKFq5W_4rVMBhL5eUvDM4arQ_GpYMdtMa1WmrgtGxTXD2vGM4WfrARxKmWYoR6FboHz-aaAYabuwT_u4ZxoXhw9ctD36Pa8Yp/s16000/5%20select%20drag%20in%20calc.gif" /></a></div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">6) Dashboard Size to fit the Tableau Public Thumbnail</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><a href="https://www.linkedin.com/in/e-davis/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Elisa Davis</a> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on Jun 17, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">#Tinytableautip if you want your dashboard to fit perfectly in its </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">@tableaupublic</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> "frame" 1600 x 1000 (or 800 x 500, etc.) custom fixed size is the way to go.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><div class="separator" style="clear: both;"><a href="https://x.com/ItsElisaDavis/status/1537839378164158465?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMWVyNbkYE-ng433L4I8jSUI2JqcGosACj90CMT1NSCKqscnrK-b4wE4LLxoD-cYSj-GTZrOZp-5tYGhVJ_3NyoD_TxxriHWvU8mqf2F2dfnMqDzA0OdNoQfT5yJ6O0CEPfHOo3RrDsZmtJA7DZlxc4OCRTOmBVySfOS8ZputronETYz62xQy-Hp17v1Wo/s16000/6%20thumbnail%20size.png" /></a></div><br /><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;">7) Excel's Text to Columns in Tableau</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: white;"><a href="https://www.linkedin.com/in/brittanyrosenau/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Brittany Rosenau</a> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Aug 15, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">#TinyTableauTip - Text to Columns:</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;">• Right click field > Transform > Custom Split</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;">• Select Delimiter > Define Columns </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;">• Enjoy your new fields ✅</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: #fcff01; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/brrosenau/status/1559204146909159424?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlmUzLek6i3vfZH1Einb4IvFdoFK1zKbe9KSM7gfYJE4IDJz45dPUjfrhhyKKeY-cxUOgyL2oqWF-_sv2ocIYFqJE1AUgpIyutlbuERwUyEKAzJZR8nCmPJY0U9l6etAXQJgA5fNZRAVDHnVJ1Sr7N3oql03dfRNh40DviX97bJ7S_ewTtUE89GQVIlWS_/s16000/7%20Text%20to%20Columns.jpg" /></a></div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: #fcff01; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: #fcff01; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;">8) Beware of Data Source Filters</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: white;"><a href="https://www.linkedin.com/in/brittanyrosenau/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Brittany Rosenau</a> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Aug 19, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Inherited a dashboard and can't figure out why your data looks weird? </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">#TinyTableauTip - check for data source filters! </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Go to Data > [your data source name] > Edit Data Source Filters to see what's going on.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/brrosenau/status/1560647443414659072?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKnuJkGOQMxwM0WS9HL0EqrFcAdHbdGQsOiIpKR0TaWwAeGRiAe1Au4cZY_7n5yldbkGan84lS5ILQaEARLC6mPq8pdKE_Yt2a2yCmofr44MWZLYQ6fQ768OGh7hbHIOAYSVWkhnKwok3t_Htq4gdwyfXsJX0-Yfih_S3oWexKgWlotuRaRoYa6q1ZKEi-/s16000/8%20Inherited.jpg" /></a></div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">9) Quickly Resize rows and Columns</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><a href="Tore Levinsen" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Tore Levinsen</a> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on Oct 19, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">#TinyTableauTip If you find that your table is too small (and don't want to use "Entire View") and find it difficult to increase the size using the mouse; CTRL+ arrows (↑ ↓ → ←) will increase horizontally/diagonally!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/ToreLev/status/1582619013850443776?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvzoAiXX5-h5QLQrg585ukvJBz1KLfEfBvgEkgFu4_bvM4tlXoMPdhpdVHuFKwLmlIXeEh-xK_Ykg_QC1PBG9x1tPiQ63f5uBuS4_dXFLviQRCqrmGjO3D6HnHKPvrY3GhKkx5lFOO9LZs4fStskCbJGX3tW0kM15E4dQUi9TrCh334yshk8wEnP84fGwT/s16000/9%20resize%20columns%20rows.png" /></a></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">10) Separate Legends for Measure Values</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><a href="Tore Levinsen" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Tore Levinsen</a> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">on </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Oct 26, 2022: </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">#TinyTableauTip If you have several measures in a view, with "Measure Values" on color, the balance on the color will be across all measures. I.e. % will show now variation. Change that by right clicking on "Measure Values" on color: "Use Separate Legends" </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">@tableau</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://x.com/ToreLev/status/1585163036335431681?s=20" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEin9JYPgrkCdGyVj3aIeD5DaoXUEuJ9Wl3oqKXCJr85p8Kg8U-XBqRIKlxCW3qK2qqpvULANVvCCLLn5dmanBhtoBb7p5AH58MmAl_TRsIB56GrxLrW2bgzimyBgxi9v5zG6ZNAxKvKxYZQ1U6AEIxA_hANuDn88E-PFnyL88-HwO22jenV_AuiAe0jYQjW/s16000/10a%20Separate%20Legends.png" /></a></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyMuR8caoNmaeS8IPEYTYgupEpxoSo6pwvtGbSYWkEJQTnY4Tn6FZbx7Eyq2kjoq1sBny5fYXO94X0Bfi9evwxucJbfvfangs81kzcCMOTflbx_ra17kDp1zfrdZGfID8lcCTXxpWJ7C4mAiu1XOQHt7a8Jb38rk7S0cgd-8iJBI-29xkXZqHQJUMKp4mR/s16000/10%20Separate%20Legends.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">There you have it! Ten more fantastic tips from our amazing community! </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">That's it until next time. Thanks to all of the people sharing tips and thanks for reading!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Thanks!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><div><div><div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as <b>Tableau Lifeline</b> (get us for 1 hour to help solve a sticky problem), <b>Fractional Data Hero</b> (get us on your team for N number of hours a month for whatever you want us for), <b>Tableau Training</b>, and of course, <b>project work</b>. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: white;"><br /></span></p></div><div><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span><span><span> March 18, 2024</span></span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div></div><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><p></p><p><br /></p><p><br /></p></div></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-9639199045384523462024-03-10T21:44:00.001-04:002024-03-10T21:48:17.877-04:008 Random Tableau Tips: Alias a Dimension, Simple Table Sorting, Scaling Problems, and More!<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrKKubO0kNVd4Yfhnk8V159_6gbJ0aRzahVI6rlnk1Vi_RP_D_ok-01uaDGyBTBAx1VDKzfQWT9AhYAso3iwsOF9QhjVB5y8I3Hw-IRxWcwpl3RfNCMv_etcF3dtanek9LlJ9aMfxb-gOYjlaIm-rtohSNPxHKKWBo-MQXeMS-iZCgUdSm_6oUa9oLtEdY/s6000/Header.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="4000" data-original-width="6000" height="213" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrKKubO0kNVd4Yfhnk8V159_6gbJ0aRzahVI6rlnk1Vi_RP_D_ok-01uaDGyBTBAx1VDKzfQWT9AhYAso3iwsOF9QhjVB5y8I3Hw-IRxWcwpl3RfNCMv_etcF3dtanek9LlJ9aMfxb-gOYjlaIm-rtohSNPxHKKWBo-MQXeMS-iZCgUdSm_6oUa9oLtEdY/s320/Header.jpg" width="320" /></a><br /></p><div style="text-align: left;"><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">If you’re a regular reader of this
blog, you know that Kevin regularly shares fantastic tips. I have only ever
written one tips blog myself so I figured I’d try my hand at another. So, in
this blog, I’m going to share 8 random Tableau tips that I love.<span></span></span></p><a name='more'></a><o:p></o:p><p></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">1) Alias a Dimension<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s say you have a table like this.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLxoPsUvfiec6dlBOPpQopDR19Xe-HWhMMPjIdSdPN0gcFEzmU4j6gGIic4RvcuKI45V2c8zaCah5SvFx1o-w-OFz_4d-d86wkRkn2JRDmtps5GAZC5OoLhUXrMDV2lqxVsSGOShyAb5kvHrlV9iurZlqoPgwRD_2V-kmbJHk-jbv8ktqHET18sZc6nPPL/s16000/01.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">If you want to change the header on
one of the measures, that’s can be easily done by right-clicking it and
choosing “Edit Alias”. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhfGIezzlykuSX5RMwFpY4bKeHxYztEyw5YNLKYGv6PraweQpqJ_eBkUJxcDkz4cmTqBD6WZko7QsdhGk2Os9TjF5y08mEt-vEqN_w2D5fp9Ecu7-57nyFFIBEMYszH8W8gJZGeEG6hTPU2a1Vqdov37QNRTe0dhp52Uw6AcDKRdzMaGfnB9Jw6ZElAJr70/s16000/02.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">You can then change the alias which
will update the display name of that measure. Here, I’ve changed <b>Profit</b>
to <b>Total Profit</b>. The name of the field remains simply <b>Profit</b>, but
the display name changes whenever it’s shown on a view. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgxb6nB_ZydABiQf_tpPpcC0wQ54szTbmWZVLk8QWHC0M5lye-QwPmxNNIQgh3uomejGZIGFCMjW46F9Z1mmKyaJXjDZRFOG8rPW9K_lfI0adMAoWDhGGH9bhy1CbOXwSF4iXO9X6mOneBtAwlA0vbbmCpEGlcuUaZQpYFovldSdo5vAmD73YGoaP6tFmEM/s16000/03.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But what if you want to do the same
thing with one of the dimensions? Let’s say we wish to rename <b>Segment </b>to
<b>Customer Segment</b>. You right-click but there are no similar options—dimensions
simply show the name of the field. To show a different name, you have several
options. First, you can rename the field. I don’t love this because it makes it
somewhat difficult to trace back to your data—it’s nice for the field to match
what’s in the database. You can also duplicate the field, give that duplicate the
name you want to display, then use that field on your view. I don’t love this
option either because it just creates all these additional, seemingly unnecessary,
calculated fields. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Fortunately, there is another way to
alias a field if you just want a quick and easy solution. I learned this
recently from Juan Sepulveda, who works for a client of mine. Simply
double-click the blue pill. This allows you to edit it as an inline
calculation. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjP12KUiLdEP3nVr30ICVQKVc7WpEf913SNMLBVwou9cDvPPFMQl-8dC8zMe4_YB2S1Krn6mXNba4m3wxGbqYloi9fpmrz8-zaYdFPhlY3Fx6dyMjXtboevR0U2PHMIEddn6H-MN3EdTiSnuh6lQtlNZ8lHXU2vSQBDvorkMSUtJvPoU9AjhW8Ld1JIaTpJ/s16000/04.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Then type // as you would for a
comment. After the //, type the display name you wish to use.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgaIBApnovhUpQDkUMqQqd3qqc_EJB9lSvH5gGgmm-QuuJDlooU16Jgc-2UijDgRpJO3ae8CoDEW1EqpoZ3qO-YphlgBeRtc-oUfRzCwl2t1tdcEldFjMEs0-XZZIc28AuJV9E4RMVZZunnTAtxEdNtc3DIlnx5X33chTA-GIo-tNrDYi_xerpoheQwYdvt/s16000/05.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Next, hold <b>Shift</b> (or whatever
the alternative is on Mac), and click <b>Enter</b>. This will add a carriage
return to the calculation, bringing the field name to the second line. If you
were to copy it to a text editor, it would look like this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">//Customer
Segment<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">[Segment]<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Click enter one more time to save the
changes and voila, the display name changes to “Customer Segment”<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGNPNFRaoraONXURpoYpa8jySkP0HodrZTVHm3dbc_iDDL411xd4f-8ZlMS99b-RSEz_R9L0wyq_6MtQoBWHDbgQXgfEHTZNHZFyrnJJVTEI4RdYCAnKWWl8RQdQW_NuSKLxu387ZEExQR7kdGxyP8fSONZMDGqaNsOgBzJfGOIAqF84NFqs1yIPhGPkm2/s16000/06.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note that the blue pill itself will
also show the name “Customer Segment” as well. This, of course, creates some
traceability concern as it appears that that there is another field in your
database with this name. But, when you need a quick and easy way to show a
different name without duplicating your pills, this does the trick nicely.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">2) Create a New Sheet/Dashboard Where
You Want<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s say you have a workbook with
lots of sheets and dashboards, but you need to add another. At the right of
your list of sheets and dashboards are buttons for creating new sheets,
dashboards, and stories. But, if you click them, those sheets get pushed all
the way to the right. You then need to drag those over to the left to put them
exactly where you want them. But, you can save your time by simply right-clicking
any tab and choosing “New Worksheet”, “New Dashboard”, or “New Story” at the
top. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqQXyu74ny7BnfUyQyChSX4hNNjIYlPt8vd_8cIRqizWB8lOSMIDvjYlRjdiJWQZYe2utsEFSOB1z5qhqKMuR6EE4dRCvWQEsFYwrwh5qQZ4j8HN43p6Wvx2mxLS6NXbmjvISqfxFC7NGSaYLNgULBQJPZgs6TE5wuPYVK1ix43FyacBHjwnleAJncuyiz/s16000/07.png" /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">When you do this, that new sheet,
dashboard, or story will be created directly to the right of the tab on which
you clicked, preventing you from having to drag it all the way over to where you
want it.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">3) Simple Table Sorting<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s return to the table we used in
the first tip. We have <b>Customer Name</b>, <b>Customer ID</b>, and <b>Segment</b>
on the rows shelf and we’re displaying three measures. Tableau has a handy
option that allows you to click the header of one of these measures to sort it.
So, you or your user clicks on <b>Profit</b> to sort it…<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCPVp5TyNPGBtlmV4z-P_mWB_Kf-88ti2rQQR6eUhbVkmeecqUVmh5wly3J8c5kuohpHvgBHUXbuwCDVSAUv4zZWP-KSRuhZmE1N-_jiDJusHPO7MFlbs9IIWii569d_KZcLHqwSgkIGV8d2_vAS1o4cVr3UxmCFIj4Fmkz9L6e5AfTd6j4r9cRmW0hozw/s16000/08.gif" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">And it does nothing…What is going on
here? Well, if we scroll down the table a bit more, we’ll come to Harry Olson
who, strangely, has five different customer ID’s. Watch what happens when we
sort on <b>Profit</b> with Harry Olson visible…<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgv6_e9CU_t8XiqhyOgyYGfVDYJ8HeOCmdt9M1KhxXfp7s6pIqoMshoh63dyV07HOA8NiXeYSRqgUrO9TPQzPM3h8T7wNTOw4gtgIN9f4KV_anO-i2ppjwWXeUCGFjmFa0DShO4Do4fFYDsHiIgk_3ZgqaRCBv_7oAzoAh1GxobfeDT6-h_Gfz5yItSA1YD/s16000/09.gif" /></div><br /><div class="separator" style="clear: both; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">As you can see, it’s sorting the
values for Harry Olson. What’s happening is a nested sort. Essentially, it
detects that the <b>Customer Name<i> </i></b>is not unique, but <b>Customer ID</b>
<i>is</i>, so it’s sorting <i>within</i> each <b>Customer Name</b>. Because
most <b>Customer Names</b> only have one <b>Customer ID</b>, it doesn’t seem to
be doing anything.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Ultimately, you probably want your
users to be able to sort the entire table with each row acting independently.
To do that, we need to ensure that the first pill on the rows shelf always
represents a unique value across all the dimensions on the table (e.g.
everything on the rows shelf). To do this, we can create a calculated field to
act as a unique ID:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 12pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Unique ID<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Unique ID for
each row of the table.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #ff9900; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">[Customer Name]</span><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> + "|" + <span style="color: #ff9900;">[Customer ID]</span> + "|" + <span style="color: #ff9900;">[Segment]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We then add this as the first pill on
the rows shelf.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjByNTN38DVYj385QnDhCrML9IcrQGyxUH4d3h4hUHVTVjgtd0N0g2NjWsBD4XV_0CFLxMUwn3rbfcZ8N7lTzK6vdsZt-TT4R3jBdRvnLk0aFTzFKITJMXEIPKtDHMoXdlwpZIL1PKggvljg7-26qZbjSEWe3jguvLnJ7w6d_ZOsGuaxrjMv_Zwge6Kj1nC/s16000/10.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Then we right-click the pill and deselect
“Show Header” so it is not visible to our users.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjydwJUa-UZAk0jLUKVpU4XYpyRJRN9w6lzt6fZv8PXAE_qDTGoLFHo53_-0TqoZSxHeVT1WVPDqe3ELp4JiPcfmr3W8U4LfHBa_sGCalreOvn135Vx3tN6Y5QWoJTmHu9mOtpED_KGt2YQzQkdnn-FPbZtbStHoAY_WiAlBbuOpx59O0YQJRrMex0ZF2U/s16000/11.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Because that first pill is unique, it
will sort each row individually.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiY4onevcbB2iYHmYmVKamNpOlJFzdP0fKYlX2DiNcldH-5M4qBThSLRNAoS-JSMmBEVIfatOMBn3FdA-ihn6TXzYk6aNQu4VckzHx4e3OaC-P8WtJST_BAMIE6g60jnGmmVXh8sxTFbDgaz-Q2o22GV3cPuyksbevZTwwjh1Rd_0i0vUAx6J7gtdOz9g6M/s16000/12.gif" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: When clicking the sort option
on measures, it acts as a sort of toggle, switching between sorting ascending
by the measure, descending by the measure, and alphabetically on the first pill.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">4) Get a Person’s Age<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I’ve seen several posts on the forums
asking how to calculate someone’s age based on their birthdate and today’s
date. Some of the solutions I’ve seen are options such as </span><i><span style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">YEAR(TODAY())
- YEAR([Birthday])</span></i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">
or </span><i><span style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">DATEDIFF('year', [Birthday],
TODAY())</span></i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">.
<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But neither of these yield an
accurate age based on how we measure it. For example, if someone was born June
1, 2000 and today is March 1, 2024, these calcs would say that the person is 24
years old. But that’s not how we measure age—typically, we wouldn’t say that
this person is 24 years old until June 1, 2024. To address this problem, I’ve
seen the following solution offered:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><i><span style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">INT(DATEDIFF('day',
[Birthday], TODAY())/365.25)<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Instead of finding the difference in
years, this finds the difference in days, then divides by 365.25, the
approximate number of days in a year accounting for leap years. While this
produces a correct age more often than the earlier solutions, it’s still inaccurate
fairly regularly. This is because there are not actually 365.25 days in a year—extra
days are only added once every four years. It’s also because the number of days
in a year is closer to 365.242375. To adjust for this being slightly less than ¼
day per year, leap years have additional rules—they occur every four years
except years that are divisible by 100. And that 100-year rule has an exception
when the year is divisible by 400.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">So, if we want a 100% accurate
calculation, we need another solution. My suggestion is to look at the actual month
and day of the birthdate:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Age accounting
for actual month and day.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">IF
<span style="color: #3975a2;">DATEADD</span>(<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">'year'</span>, <span style="color: #3975a2;">DATEDIFF</span>(<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">'year'</span>, <span style="color: #ff9900;">[Birthday]</span>, <span style="color: #3975a2;">TODAY</span>()),
<span style="color: #ff9900;">[Birthday]</span>)> <span style="color: #3975a2;">TODAY</span>()
THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"><span style="mso-spacerun: yes;"> </span>// The day is later than today<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"><span style="mso-spacerun: yes;"> </span><span style="color: #3975a2;">DATEDIFF</span>(<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">'year'</span>, <span style="color: #ff9900;">[Birthday]</span>, <span style="color: #3975a2;">TODAY</span>())-1<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">ELSE<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"><span style="mso-spacerun: yes;"> </span>// The day is today or earlier in the year.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"><span style="mso-spacerun: yes;"> </span><span style="color: #3975a2;">DATEDIFF</span>(<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">'year'</span>, <span style="color: #ff9900;">[Birthday]</span>, <span style="color: #3975a2;">TODAY</span>())<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">5) Create a Stepped Area Chart<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">When I’m only showing a single line
on a line chart, I often prefer to change it to an area chart to make it a
little easier to read.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhSR7Quvaiq52i36rd3QjppKFpYIuU7cO5C7w1JKNtihHYuSHb7JwdCCL20nhRJIZAhUY74fg1PvSPDUduUerdy-e5lOjH7vN0isu0m340sd6NHBbxr7i3NQcILpL0pXmBarTSfHVfBB_4ILa_cLoQawGUWQ6fx8cHESK5yqDWy_fpEyynRYaXcloiu_RAG/s16000/13.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But sometimes these pointy edges are
bit difficult to follow—this is particularly the case when you’re dealing with data
that will be static for a period of time before eventually increasing or
decreasing. In those cases, a stepped line chart might make more sense. Tableau
allows us to change a line chart to a stepped line chart using the Path card.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjS7ehqD9Arc7YAXWmMHPuEjkQjcDKvmvPsgEfbu9ayBksOk4IwGi-Jhrx6hW69dNzhH-eVT5t88j3pjlV4LLjZDU9SXo7Yk6XfFHWbKJjvT3DLOGnsif4XzBqiBVa8yAkj6olqR1XjqmP0ekOvwgbrru46boiSpUtK0WV0Rfc2Wn4uzK9zkJztAeHv42LV/s16000/14.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But, when we switch to an area chart,
we no longer have the stepped option. However, we can create a stepped area
chart by changing the mark type to a bar then turning off the mark border. We
then add a dual axis that uses a stepped line chart.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYxOjzjmUB6e5BCqjN5TtnUZacuXIA0lc9oVvpQaXtdDch0ws3_unOjjHxN0XOSn-8sTvbNnsiOiBrPe5-1pD9a9UqZ2lsdqzefHnyx8TjBsUNR4tDQXQjit_LeDSWF9GF4OVWENdqTiqzu-rJHyHf0w3ig9S5Ak0shrHMBVN8khu9UbeyGSfN3T8jdjFS/s16000/15.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">6) Windows Scaling Issues<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Here’s a dashboard Kevin created that
we’ve uploaded to Tableau Cloud.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiksJUpruYtj-auheFblwe6qaeVOD1E1Shp8tGCaakzwn76tfon7jIl9XT5hzzbI_kWu7eGZGeWwjW7XCeDAvi63U9QqA98bfXQUIlVasHdxCjik7VHVtMmnY3X_L0e8syHu1-dHgwS092Jlmk42V05jYgfMYh_phgIMI6uTSTS56Z0-wHKe_ESqnDVBrMK/s16000/16.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Looks great on Cloud, but then I open
it in Desktop and I see this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiW_-KhwggfFKF2-hDF6rYrRfBLO9-9ISd_Y5ubpN5g1GkqUtjrLTABHhW39m28KchjHsdwdTRDVsY1s56jRjspjEwoAO9df1D5HpJ3wVGIbV9RKQy4FbUIjDxfoPZd9eT6kPu4UzdVlTOEu3V4QFxWeD9Qx7dlcFnV5tt-EwhyphenhyphenJIhbAKKgSW9MHvwIdNkg/s16000/17.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Everything is squished, the text is
larger, leading to it getting cut off, etc. It looks very different than what I
saw on Cloud. I’ve seen this problem more times than I can count and the
solution is a simple one. The issue is that Tableau Desktop does not support scaling
settings that are not 100%. On Windows (I’ve only ever seen this issue on
Windows), go to your “Display Settings” then check the “Scale and Layout”
settings. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEibjOQuBdgm-RpfmX20JyG9xxuhtzfG1HVLWEcvTQcX2fdH4JnxCcwQ0fSyrMaACpKFXl3yw1zeFmeLujbULPvcsO7UToar2S6I73_iZbU75PGeAgymW6pPsCaKSCH9JirSzqeQz46jCf6t9tu2ZEPn8uzcd0s7OnDF1abSX2b03NRVcGZpW_mGNcntN5xr/s16000/18.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">If this value is anything other than
100%, change it to 100%. If you have multiple monitors, be sure to change the
setting on each of them. After you’ve made the change, close Tableau then open
it back up. What you see on Desktop should now match what you see on
Cloud/Server/Public.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">7) Vertical & Horizontal
Containers are the Same…at Least at First<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Yes, that’s right—there is no
difference between a horizontal and vertical container when you first drop them
onto a container. To prove it, drop a horizontal container onto a dashboard. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyFnLZOieFniGWFcSxdE7lMm8g7j4Jum_o7EF_IWTvQ0kmUO5VhehLZFKKFAfMgkmp24edj7Hyil1bvNWQU_Rb4h6J2pn20xWtQmpCoullL6WMFw6-BD9H0_UtIyVzuCntelG2wl9Fl88hi07VS9VQ5Ivc2xioKb73Lz2xgBNIdWpjpnnP6kEs4RJ0g_ew/s16000/19.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We can clearly see, in the Item
Hierarchy, that this is a horizontal container. But now let’s drag a blank onto
the view then change its background color.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwyzfm2y8jfZRHoStEja5icTfv9y02NDZ9yil0zmqnMhE7YjYZGySIqcH69D2K5553Gdvkyz12ChXzqK6hfadExhW7dbQzE3NSBtw9QxeGYwWVg5OJt1TNHClTZccNDhiqzfNqJ27ic6OM1n5VJdZP3bIn6ug8ca80NGiHheISSO380NSI1a4Gd-vncZ4u/s16000/20.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">It’s still a horizontal container.
But if we drag over another blank, we can tile it vertically within this
container.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiherK5TjlJeuqq6FPZbWeDshjvWJGy8g5K8iTu-dgSjip62iYAWkL-vrBHdWH1A_CSY31uPo2UjPXNVFqct1DOyaS3ELOV5A1nKybfqMljThoYUiS9WyP4NwHfAontwi_XteFDc17OPxdOHVfE8FSu9CP3vcJxw6vvW-vDTiJ1PrwdmhSKP2bmV0X38lsI/s16000/21.gif" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">How is this possible with a
horizontal container? Let’s inspect the Item Hierarchy to see what happened. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj-A3ItSu9qvoSDE18vvBfCMqiEORj6zXPKnYk0hwkRMmaMWUNA6Ul7-urt8T-yVqzxowLdTZCNs2bOekNI-rSUhSHsV6FFv5WPzYyWbTUZgEOFuPiVdB8Urs59s8ilYG7crK3pYZ7ThAiqvXN7uSpwEUcPWNDQjwaVR9oVYtLUtmr5QiHzDyPmKVErjFUB/s16000/22.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">That horizontal container is now a
vertical container. Whoa!!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Horizontal and vertical containers
are essentially the same thing when you drag them onto a dashboard. They don’t officially
become horizontal or vertical until you add a second object. Once that second
object is tiled in the container, the container’s type is set in stone and any
additional objects must be tiled in that manner. So, the next time you drag on
a container, just grab one—you don’t need to pick the right type as that will not
be established until later.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">8) Mapbox Labeling Problem<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">If you’ve tried to use a Mapbox map
in Tableau lately, it’s likely you’ve run into a problem where the labels do
not show. For example, the following Mapbox map clearly has labels.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhqSjRmtPAHnRs-jj8ehyGJrCszgPdcsYFLPWMX9ULHUQ3nUTv_k5MEd7kPWLd423duwDLVPBB2Dk0gTVbOXJmVQapq_skXJZSFt3HWgu7DjtTZR0htXBZmhUuN7pHd_V-6WyVyXd5ewSpklw_2sjJXE4GBgT_5Sagbw6QWbh4xLU5owEDzFW_cTSCHo5Hg/s16000/23.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: This map was based on the “Monochrome”
template in Mapbox. <o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">When I use it in Tableau, I get this.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjO1tVGzb-AbHaeMX2aHbnSqP79tvP36s-24kgYs5TZMZ8YeJkxyET11ij131hkl71oCsIE79A9MKYe_SDQC9RO6TbY1zwzEzMu4B99Hno88vPFMdqcxYPGcY4zoKpq510DeKNN2kSY3Vh_NwbeFn81DFv3dak1OGD4_jbDiBInc0vOEzQgYyg3ppe4jWU/s16000/24.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The country labels are all missing. I
can zoom in and out and they never appear. The problem is that Mapbox recently
changed the format of the style json file related to “pitch” and Tableau is not
yet able to handle those changes. To resolve this problem, you must manually download
and edit the json file. I’ve provided detailed instructions on how to do this
on the forums, so <a href="https://community.tableau.com/s/question/0D58b0000BUvhBGCQZ/mapbox-map-not-loading-as-expected">check
out the solution there</a>. If you do it right, you should be able to see the
labels in Tableau.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKIDM_JKgRTbK7vSw6MgEXVCc1_DkypK_7Sxt4ENyELnyluE8XMMVURNO4KBWTd7-7LwFvsV0wNZxKdQ5NMo-zsQPumxTsnsg5bhOUgKpum5AOw3GIZPZ57vGFOhypWkY5gKhlKLgGjwjZ-ERDMP3jJsr4uwYxKsZSjIjyc2klIdUNvX4GaJp9IXAz31fv/s16000/25.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Closing<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">That was fun! Thanks for reading!! If
you have any questions or comments, please share them in the comments section
below.</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 12pt; mso-bidi-font-size: 10.0pt;">Header image Photo
by Ann H:
https://www.pexels.com/photo/close-up-shot-of-scrabble-tiles-on-a-blue-surface-2789779/<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Ken Flerlage, March 10, 2024</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://twitter.com/flerlagekr"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Twitter</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">LinkedIn</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://github.com/flerlagekr"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">GitHub</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Tableau Public</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"><o:p></o:p></span></p><br /></div><div style="text-align: left;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" style="color: #0000ee; font-family: "Palatino Linotype", serif; font-size: 18.6667px;" width="400" /></a></div><p></p>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-968734143584602312024-02-26T08:57:00.000-05:002024-02-26T08:57:06.494-05:00Create a Splash Screen for Force Users to See Important Information<p> <span style="text-align: center;"> </span></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwu-0VV_KnFNCXlGi0D_ZQuHsk2eWWq7454ZO2IS3L2Vt4u6BxTkq6e56X9SrGEgVl5LjsEsSh-9KQh0Sn1CCexdJYx8Aey4IqZXe3ejgSXOr5XKtcB1tGiQqwS7TuBCXEOkD3ADrCmWZZgaY7P13UO_30Ys6elVkvXP_p3w-n0HxWCIQXU47X0qc5jIsQ/s875/Dashboard%201.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="875" data-original-width="875" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwu-0VV_KnFNCXlGi0D_ZQuHsk2eWWq7454ZO2IS3L2Vt4u6BxTkq6e56X9SrGEgVl5LjsEsSh-9KQh0Sn1CCexdJYx8Aey4IqZXe3ejgSXOr5XKtcB1tGiQqwS7TuBCXEOkD3ADrCmWZZgaY7P13UO_30Ys6elVkvXP_p3w-n0HxWCIQXU47X0qc5jIsQ/s16000/Dashboard%201.png" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><p></p><p></p><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I've run across dozens of situations where I needed to provide important information to end users and force them to read it before interacting with a dashboard. For example, let's assume that the new year 2024 has begun and the business has decided to change how targets are structured. For that reason, the data in the dashboard will not be updated for the entire month of January and will continue to reflect data for the previous month (Dec 2023). If users are accustomed to seeing data for the current month, it would be important to let them know that they are viewing data for the previous month.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In this situation, you could certainly put a note on the dashboard somewhere, but how do you ensure that every user sees that note every single time. My solution to this problem is fairly simple, I create a collapsible container that is dark, but semi-transparent, I add the message to that container, and then I embed the show/hide button to close that container directly within the container itself. Below is an example of what it would look like when a user accesses the dashboard and interacts with it:</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLr67EloY5MeeULpIELxoxS8XsGdqygltIbxpz9AiBhdYmojwH6LOwSvD6VJaA_Z2dBSfvFmo_0_f-oaCn2DPAUnmpcx8f8YPj6MpB7wFxJA8NYfppT9CHz0oa-kRjeZssXG8Z0zF_7sfii2MtIlSP_gkZEQ0AY6Xzp8V5x7J1Ii_P1leWO0rwmMa5qK8J/s16000/What%20it%20looks%20like.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Seems pretty simple, right? They read the message then they click the continue button. But what this does is force the reader to read the message before they start interacting with the dashboard. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">What I think makes this technique cool is the how the button is added to the dashboard. Typically when you create a collapsible container, you have a button that is floating that allows users to open or close the window. That button, however, is always there, always accessible, and always taking up space. In this scenario, reopening the message is likely unnecessary. So by embedding the show/hide button within the actual container it is opening and closing, that button disappears with the container. The user sees the message, they click the button, and the message AND THE BUTTON are both gone. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I've used this technique dozens of times over my career. It's fantastic for forcing the end user to read important information such as the example above, warning messages, details about the dashboard, and even instructional overlays (like <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/WorldSeries-TenYearsinReview/WorldSeries-TenYearReview" target="_blank">this one</a> when you click the How to Read button). In small deployments, I've used it to display an "under construction" message, so that users can still access the dashboard, but understand that some elements are still in development. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Although it's pretty simple, let's walk through how to build it. Below is a gif of my process, but I'll walk you through step-by-step in writing as well. (I'll show the gif and then the written instructions below).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhMPSi5VjBRrvnKP3kIJgRJa3h72KPFwNteX_5KiWLw26IasSNxZWzZ8oblUenABlDlfM_u8bPuemMnlcmgKcI-KW5_KY7yvskJydAPnewYv5QLgo6R3skiRJWkJfZjXGr7oCbtUYyA2BHB_ZKMcb9i-HCw_sUayz7KJDhrJ5N2jKepbAwQQab3cauTrhPY/s16000/How%20to%20Build%20It.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">1) Add a vertical container with the same size of the entire dashboard</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">2) Add a couple blanks for spacing (you can use padding if you prefer)</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">3) Add your message text (I added left and right padding)</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">4) Add a show/hide button for your entire vertical container</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">5) Tile that show/hide button into the container below the text </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">6) Resize all the elements tiled in the container</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">7) Update the button (I used a "Continue to Dashboard" button)</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">And that's it! A simple technique to "force" your users to read important information BEFORE they can interact with the dashboard.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Although it's not exactly the same technique, I love to use this concept to direct users to other dashboards. </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">For example, let's assume there is a popular dashboard that has been in place for many years, but your team has completely redesigned that dashboard from the ground up and saved it as a different workbook. You don't want users to interact with the old, outdated dashboard, but if you delete it, their saved links won't work and they simply may not know where to find the new one. And a mass email or communication will only work for some people. My preferred method is similar to the above. I leave the old dashboard in place and provide an overlay like above. For the message text, I simply tell users that this dashboard has been redesigned. Then instead of a show/hide button like I used above, I will tile in an image (it may say "Go to the New Dashboard"). I will then grab the URL of the new dashboard and put it in the "URL Opened When Image Is Clicked" box (as shown below). So we tell any user that accesses the old dashboard that there is a new dashboard and we direct them to it. I typically leave it up for a couple months, just long enough for people to understand where it lives and create new bookmarks, then I archive the old one. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEisvOA93nJFItAIL3i1DHN4LZGSCcKuN44Je-Z19tkr7o0NPPHX10T9YzjwvAtwCW0XlsnUEUHYqLlXNjNEmK_wDYNKqiwvNTHu2c45YANu7JguqFgDw40AI_wxobOcdyl_-Tcnyf7oBQaudALgqDoJisHkiZe1y2C1uez5E5L1oVwNzsQk__-uPv0UKHkI/w373-h400/button%20window.png" width="373" /></div><br /><div class="separator" style="clear: both;"><br /></div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Well, there you have it! A simple technique, but very effective, and one that I use time and time again. I hope you found it useful.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><div><div><div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as <b>Tableau Lifeline</b> (get us for 1 hour to help solve a sticky problem), <b>Fractional Data Hero</b> (get us on your team for N number of hours a month for whatever you want us for), <b>Tableau Training</b>, and of course, <b>project work</b>. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p></div><div><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span><span><span> February 26</span></span></span></span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span><span> 2</span><span>024</span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div></div><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><p></p><p><br /></p><p><br /></p></div></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-74050256883852838552024-02-19T06:30:00.076-05:002024-02-19T06:30:00.230-05:009 Ways to Connect to Web-Based CSVs in Tableau<p style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWq5H_e8YoIdGMwj3obKk8ZAG1vYo-kakLi0rPd1gOY47UCCi0HCPN-C3iOA9NkYU8L_Be46wQnFv89mrVNUkqkeRluXas9f0hNoYBVlQ99NfcDsl98TjcNthVxSaSmC0aDQiV4Bmk1guhZSwRO_7wTWTXElLcGErdWYNA6FpxJAD1SqBm0ldEgDAWwJya/s2400/Header.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1602" data-original-width="2400" height="214" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWq5H_e8YoIdGMwj3obKk8ZAG1vYo-kakLi0rPd1gOY47UCCi0HCPN-C3iOA9NkYU8L_Be46wQnFv89mrVNUkqkeRluXas9f0hNoYBVlQ99NfcDsl98TjcNthVxSaSmC0aDQiV4Bmk1guhZSwRO_7wTWTXElLcGErdWYNA6FpxJAD1SqBm0ldEgDAWwJya/s320/Header.jpg" width="320" /></a></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">That title is a bit of a mouthful and
this may seem like a somewhat niche topic, but if you’ve ever tried to connect
to a csv from the web, you know how painful it can be. There are many public
services, including government data portals, that make their data
publicly-available in comma-separated-values (CSV) format on their websites. We
can easily download these files then connect to them in Tableau, but what if
you want to regularly refresh the data on Tableau Cloud or Server? That’s when
things start to get tricky. So, in this blog, I’m going to share nine methods
for connecting Tableau to a web-based CSV and refreshing them in Tableau Server
or Cloud.<span></span></span></p><a name='more'></a><o:p></o:p><p></p><div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">For this blog, I’m going to use a <a href="https://earthquake.usgs.gov/earthquakes/feed/v1.0/csv.php" target="_blank">feed of earthquake data provided by USGS</a>. The USGS provides several options for
downloading this data, based on time as shown below.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJjs5Q1zDe2iEmXT2zLUvCn1lVIrCZVP-Bv292z9nhL9xtZoL22Qzl5veXcefGdCH8u6uOXIeJ-ggfCrAN09o79E01qSF1qYxvgQ97_K5z5mf-iPQYSBlrvf9Ldrr8SYv21Wqmgq3xLZvkMT1PfP7WOYDPUp8nsbBqs4M6dPxvMQT2VTSxJ4pIV2IRyHer/s16000/01.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">To get the path of the csv file, we can
right-click and link and choose “Copy link address” (the name of this option
will differ from browser to browser). For example, if we click the “All Earthquakes”
option under “Past 30 Days”, we’ll get the following csv: <a href="https://earthquake.usgs.gov/earthquakes/feed/v1.0/summary/all_month.csv" target="_blank">https://earthquake.usgs.gov/earthquakes/feed/v1.0/summary/all_month.csv</a>
<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">One last item before I jump into the
nine methods is to acknowledge that the examples above are all publicly-available
data files. You may have a scenario where your web-based csv requires some sort
of authentication. That will complicate (and possibly eliminate) some of these
methods, depending on the authentication protocols used.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">1) The Manual Way<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s start with the manual method.
In this case, we simply manually download the csv and save it to our computer.
We then either manually refresh the Tableau data source and publish to Server
or Cloud or, in the case of Cloud, we could use a local Bridge client to
refresh the file in a more automated fashion.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">An alternative is to save the file to
a shared network storage location. The advantage of this method is that the
file can be accessed by other resources on your network. Thus, you’ll be able
to refresh automatically from Server or leverage an instance of Tableau Bridge
that does not reside on your computer. For more details on refreshing network-based
files, see <a href="https://www.flerlagetwins.com/2020/06/auto-refresh2.html" target="_blank">Auto-Refreshing File-Based Data Sources</a> (note: while focused on Tableau Server, many of the
lessons would also apply to Bridge).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">So why would you want to implement
such a manual process for this? Well, perhaps you only need to refresh the data
occasionally. In that case, it may not be worth the additional effort to implement
a more automated solution, making the manual method good enough for your use
case.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">2) Semi-Automated using Cloud Storage<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">One of the biggest issues with the
manual method is that, if you’re using Tableau Cloud, it requires you to
leverage Tableau Bridge. I personally try to avoid Bridge whenever possible as
it is just another component that must be maintained, upgraded, etc. We can
eliminate this by using some sort of cloud-based storage such as Google Drive,
OneDrive, Amazon S3, or any other service for which Tableau has a native
connector. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: For data in Amazon S3, you can
either use the new S3 connector or you can connect Amazon Athena to S3 and
create a sort of “virtual” database, then use the Tableau Athena connector.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In this scenario, we’ll still
manually download the csv, but then we’ll upload that file to our cloud
service. We then use the appropriate cloud connector in Tableau to connect to
the file. When that data source gets published, it will be able to refresh
automatically—regardless of whether you’re using Server or Cloud—because the
file is accessible via the internet.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: Be careful when using desktop cloud
sync applications. In some cases, these applications will change the internal
identifiers of files, causing Tableau to be unable to locate the file, even
though the name is the same. Before using these apps, be sure to test to make
sure everything works and refreshes as expected. If you do get missing file
errors during refreshes, then manually upload the files to the cloud service
(via the web) instead of using sync apps.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">3) Semi-Automated using Code<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Our next method automates the
downloading of the file from the web using code. Python is my go-to coding
language, but you could use the language of your choice. With Python, we can
easily load the csv into a dataframe then write that dataframe to a csv file:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<script src="https://gist.github.com/flerlagekr/52c8c83c2f5ba5e916f75993dee8b45a.js"></script>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We’d then schedule the code to run on
some regular basis using a scheduling tool so that it regularly downloads
updated data. From here, we use one of the previously discussed methods to
refresh the data on Tableau Cloud or Server. If paired with one of the methods
that automatically performs the Cloud/Server refresh, then you could create a
fully-automated solution.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">4) Fully-Automated using Code & a
Database<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Okay, so the manual and semi-automated
methods aren’t good enough for you? Fortunately, you’ve now arrived at the
fully-automated section. For the next three methods, we’re going to continue
with code-based solutions and simply take the next step towards a fully-automated
solution.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The first of these options is to write
code that will download the data from the csv then push that data into a
database. I haven’t written sample code for this, but my general approach is to
use the <a href="https://www.sqlalchemy.org/" target="_blank">sqlalchemy</a> library to connect
to a database then use the dataframe’s <i>to_sql</i> method to insert data.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Ideally, we’d use a cloud-based
database, such as those offered by AWS, Azure, Google, etc. By doing this,
Tableau Cloud would be able to refresh automatically without the need for
Tableau Bridge. If you did, however, use an on-premise database, then Bridge
would be required for refreshing. If you’re using Server, then you’ll be able
to refresh easily whether the database is on-prem or cloud.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">5) Fully-Automated using Code & Cloud
Storage<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">If you don’t have a database
available or just don’t want to deal with the stringency of databases (particularly,
the need for well-defined tables, columns, data types, etc.), then you could
have your code upload the downloaded file to one of the cloud storage solutions
we previously mentioned.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This is, unfortunately, somewhat complicated
due to the need to build authentication mechanisms into your code. In my
experience, many cloud services use different authentication methods and none
of them are particularly straightforward. Of course, I’m just an amateur Python
developer so folks with more experience will likely find this easier. My recommendation
is to engage one of these developers as they’ll be able to quickly develop the
code needed <i>and </i>do so in a secure manner that will prevent any unauthorized
access to your cloud environment.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">6) Fully-Automated using Table
Extensions<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">How about a fully-automated method
that can be built right into Tableau? Last year, Tableau introduced <a href="https://help.tableau.com/current/online/en-us/tc_table_extensions.htm" target="_blank">Table Extensions</a>, a feature that allows you to write code directly in a data
model. To add a table extension, we first need to connect to a data source. In
this case, we’re not going to use that data source at all, so we can connect to
anything—I’ll simply connect to the Superstore data source. I’ve used the “Saved
Data Source” so my next step will be to remove all tables from the data model.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhdOXFbGmm0QRcmY7lZ0dknMtjK7Cv8Iccos3gX2FURVrrOJ62X4ffg6W7EsDVge2CqY1Z8nNDZSkbS_E-BSje-9YHa02AEmDN_OOvDBamZpX7O_soKxT-jPXOnbvnci_8fCvdwnaDyStRgpT9AHCeJrIWY2u0iRWmahTzbYW_ipNExiIYKrCknW6v6yM7x/s16000/02.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Next, we drag “New Table Extension”
into our data model. This will expose a code window.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgP1unCIKwBO3acthYjm4iNoIA7ksmG8G1mA1VGuhUIq0ZFbccXPDbLM6eEJ9RieTxRgEzqrxdZ1FhQJO1qCk1s6rTQHDVz9uN67tPyU4mQStbytJkV1q4Rls-IZCpHJ7AHMF1XXoVH47n1RrwVv4eUH2Db2WRZwNdf3hdFahyphenhyphenNH6zQ_2ZCsxB4etZu3IxU/s16000/03.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">It will also create a new connection
called “tableau-analytics-extension”. We’re only going to use this connection,
so we can close the connection to Superstore. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Next, we write our code. The code
sample below first loads the web-based csv into a dataframe. When using Python,
the table extension script must return a Python <i>dictionary</i>, so the final
step is to convert the dataframe to a dictionary then return it.<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><br /></span></p><p class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">
<script src="https://gist.github.com/flerlagekr/e414af3b6b0bb51e80788cf022fb8d19.js"></script>
</span></p><div class="separator" style="clear: both; text-align: center;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIYUz1a7V2gN0JV5422rDkuhW4q-e56ADf0cM9E5mEaFMa4422Teo6V_eJnuZ28Rvh5p49Q_kSq8PkJMN6743gZ9ln7vvTxOVmMfGYwV8GiVzeef0RB3My_tjhiuzo-qyKBYIwZmzCKiu1st0wF1X3dMSm9ItlXY09mZj4YWiYPsOUs0IfjWA-jSj_H1ww/s16000/04.png" /></span></div><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">When done with your code, click <b>Apply</b>,
then you can start using the data source. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: Table Extensions work similarly
to Live connections in that they refresh each time you open a workbook or
refresh a data source.</span></i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">While this method seems pretty easy,
the one drawback is that it requires that you have an analytics extension
configured (in my case, a TabPy server) and that you’ve connected to it in
Tableau Desktop. You can get to the Desktop setup by going to <b>Help</b> | <b>Settings
and Performance</b> | <b>Manage Analytics Extension Connection</b>, then
specifying the hostname and port of the server. In my case, I’ve configured
TabPy to run on my local computer.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjzKGWyM32sIj1n6u0U71kSiTb-8O22fs6g1R5AypTY0tu0DZ37x6Xov_aVWMFMtL9vWFwAVBWq0unTGFfx1N46ha0phzy-g9iNhPNn26Tp7lMkWbve7TsaYEMpH5Z3lZGnb22huiX-IFBWwFHyAvuRf8Jhp7GVCbGxklQKzIBWjKZCWn6sdL42t_n0iO4g/s16000/05.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">For more information on setting up a TabPy
server, see <a href="https://tableau.github.io/TabPy/docs/server-install.html" target="_blank">TabPy Installation Instructions</a>.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">7) Fully-Automated using a Web Data
Connector<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">What if you don’t want to mess with
code at all? There has to be a non-code solution, right? Yes, there is!!! The
first solution was developed by <a href="https://www.linkedin.com/in/keshia-rose/" target="_blank">Keshia Rose</a>, a former
Senior Product Manger at Tableau. If you’re not familiar with Keshia, you
should be as she did incredible things at Tableau. And you may remember her
from Iron Viz as she acted as co-host for several years.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Keshia created a <a href="https://basic-csv-wdc.herokuapp.com/" target="_blank">web data connector (WDC)</a> that
allows you to easily extract data from a web-based csv. You simply enter your
URL, click <b>Get Data!</b> and the WDC does the rest.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEha-5RfIVMvA2HHDKAewy7NB5KrBWRz4FuYyI-UkHlTVnYAatvDDtslzpEkyUaXuKw8cnB2DylznR7zEsZuclQq_TW2v-AlU7l3FvgvU5JWh_TcSC9HP3-SjT_YYJJnWrVLcCRH_SqqGuoHrtkDqRoj2v_M9qi21IWXcS9jMOSR9cQxFGcwyrrO-gqwpdhw/s16000/06.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">While this method is quite easy to
use, there are some drawbacks. First, this is a version 2.0 connector, which requires
Tableau Bridge for Tableau Cloud refreshes. For Tableau Server, on the other
hand, you can add the WDC to your safe list and it will refresh automatically.
Additionally, version 2.0 is slated to be eliminated at some point in the
future and replaced by 3.0, so this connector won’t work indefinitely. Hopefully
someone creates a similar WDC for 3.0!!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">8) Fully-Automated using Google
Sheets<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">For our next code-free solution, we’re
going to leverage a handy function, IMPORTDATA, in Google Sheets. IMPORTDATA is
specifically built for importing data from a text file (csv or tsv) via URL.
So, we’ll create a new Google Sheet then type the following formulate into the
first cell hit Enter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">=IMPORTDATA("https://earthquake.usgs.gov/earthquakes/feed/v1.0/summary/all_day.csv")<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhQ_v2kftLmgOGkjTpzuGFKnaTGBwn-feKy9582i0ruGJ1pzdKwvPYhjBPnyFCrCFVuhdqbPQiXFcBpt4rYxJZ1Bjz_f6qbZidqFZHJK9Hm9bm8blifqlpGDYv2KThNoas9KuZXd_EHidNsLTGvIKYFys2eKAgD8qzmI1lX6IvEYp91fnkqY2ufsALeBg0/s16000/07.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Google Sheets will connect to the csv
file then pull in the data.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSfnkZIA9VWrdrpy6nYNGhR3zEwbxTzh1nurdCYBHHLxZIvf3-oZLNCWvSJbiYkQZrYofFDmiOjWh0RMrEQ4MyqEDLPjEqEKTDaf-DBFJjE82XZEaKnS7w482rxvWQ_F2qUVm9bCliCjXDQIlfOmab4clJebg4__sMSu4dzixXgA73Qx7tJsO0-cOGymP5/s16000/08.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We can then simply use Tableau’s <b>Google
Drive</b> connector to get our data and refresh automatically on Cloud or
Server. This command will automatically run every time you open the
spreadsheet, including when Tableau Cloud/Server open it for a refresh. Thus,
you’ll be sure to get updated data.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">One drawback I’ve seen with this
approach is that it can’t handle large data files. For example, I tried to
import the 30-day earthquake file and that resulted in an error stating “Resource
at url contents exceeded maximum size.” Google Sheets has a 5 million cell
limit, but this data file is much smaller than that, so I suspect that Google
has some additional limits on the amount of data that can be transferred using
this command. For further discussion on this topic and alternatives, see <a href="https://stackoverflow.com/questions/69822442/whats-the-cell-limit-of-the-importdata-function-in-google-sheets" target="_blank">this post on Stack Overflow</a>.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Another drawback I’ve seen is that
the automatic update of data can often take a bit of time to complete,
particularly for slower websites. In those cases, I’ve seen situations where
the data isn’t yet updated in the Google Sheet when Tableau tries to refresh,
leaving incomplete data. So be sure to test everything before leveraging this
method.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">9) Fully-Automated using Excel &
OneDrive<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Finally, we can use Excel and
OneDrive to do something similar. We start by creating an Excel file one
OneDrive/SharePoint. Then go to the <b>Data </b>menu and, in the <b>Get &
Transform Data</b> section, choose <b>From Web</b>. Enter your csv into the
dialog box.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0QH9LESgZoNeK5jQpYPsgMjk3j4RVYoyLQdV0bMh27VCVh-WEhJauPvM3bptPpcAwOEOEZ1Kjel_OFbWoVB7jp7ONvCjfe_qAmHDlU0h9RtryhInnArE-xbBEOc4k3VEPgZmEz5pzMxUcKZcmFcJeQ7qj19SHjO4QB_LEzjfp6iXl2vUJpY4G3p3Jiz_B/s16000/09.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Then click <b>OK</b> then click <b>Connect</b>
then <b>Load</b>. The data will be loaded into an Excel “table”.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0ZtCsqaBLcnOFdrvlmOaWL2gWowia0xLKS6BaNX6FKTZlRwhQShf65s9mGcd9IqzrXGiGGWVw1toMsv2hM-tyQ5MkhRMcYFchRXzRutrKwi5IHXcvl-O7o27tVA01nU8SpnzRM1R5JG0yDg1iDVVjr1GK5NYoqmpb7PuqVseq4_866JXKp8-mL8ksAsAL/s16000/10.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Once loaded, click the <b>Query</b> menu
then edit the <b>Properties</b>. In the dialog box, check the option to “Refresh
data when opening the file”. This will ensure that the data gets refreshed when
Tableau Cloud/Server attempts to refresh it. <o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><br /></span></p><div style="text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqGJm5hvOjBt-aFPpfX5y4mB1EXIbKLZeUgEc7ZQ5RP-czYyV4UqaPgzm9XYNcaeOFlYlqDY1mzvAKrv1jDeS_zJANem6ciUJ5AcxnFkvbsVRIczzaMoZTFb0zRidjdihXF7J_Ka-yABRFMB8I43wc17DDlBZJ3pVJ5kaqamp4OYarL12duviZm94Omx3-/s16000/11.png" /></div><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We can then simply use Tableau’s <b>OneDrive
and SharePoint Online</b> connector to get our data and refresh automatically
on Cloud or Server.</span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I haven’t used this method as much as
# 8, but I suspect it has some of the same limitations. However, as far as size
is concerned, Excel can handle a lot more data than Google Sheets. Unlike
Google Sheets, I was able to load the full 30-day earthquake file without any
problems. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Closing<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">So, there are nine methods for connecting
to web-based csv files and refreshing them. I suspect that there are several
additional methods for doing this, so if you have any other ideas, feel free to
share them in the comments.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">While this is a somewhat niche use
case, I think it’s important to note that some of these methods could be used
in other scenarios as well. For example, perhaps you have a business system that
doesn’t allow you to connect to its database or doesn’t have APIs. You might
have no choice but to manually download the data from that system in order to
use it in Tableau. While that’s a manual process, you could leverage some of
the techniques shared above to automate the refresh part of it and to avoid use
of extra components such as Tableau Bridge.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Thanks for reading!! <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Header image: </span></i><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Photo by <a href="https://unsplash.com/@kommumikation?utm_content=creditCopyText&utm_medium=referral&utm_source=unsplash" target="_blank">Mika Baumeister</a> on <a href="https://unsplash.com/photos/white-printing-paper-with-numbers-Wpnoqo2plFA?utm_content=creditCopyText&utm_medium=referral&utm_source=unsplash" target="_blank">Unsplash</a><o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Ken Flerlage, February
19, 2024</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://twitter.com/flerlagekr" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Twitter</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">LinkedIn</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">GitHub</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Tableau Public</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><br /></p><p class="MsoNormal" style="line-height: normal;"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" style="color: #0000ee;" width="400" /></p></span><p></p></div><p style="text-align: center;"><br /></p>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-64378477687028380732024-02-12T09:57:00.000-05:002024-02-12T09:57:40.009-05:00Do I Truncate the Axis on this Line Chart or Not?<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEig9H8cN9cX7HccYIqhiUncGziJDIb7Q_vKtLSaUps8bm6JHXT-kPj4igcbxj5cP6EMdl5DIGrn4CJj7fUeyhBDjpiaapu_RGZV1Pi7ohmFrCzalfAolGCTX5RGe6rg3mlszgw7qlkb22dR9zKcUrfv1Ny_56_8tsxicHp9UVNNPMM6YhyphenhyphenAqY_hpR4M0zX7/s1500/Title%20Image.png" style="margin-left: 1em; margin-right: 1em; text-align: center;"><img border="0" data-original-height="850" data-original-width="1500" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEig9H8cN9cX7HccYIqhiUncGziJDIb7Q_vKtLSaUps8bm6JHXT-kPj4igcbxj5cP6EMdl5DIGrn4CJj7fUeyhBDjpiaapu_RGZV1Pi7ohmFrCzalfAolGCTX5RGe6rg3mlszgw7qlkb22dR9zKcUrfv1Ny_56_8tsxicHp9UVNNPMM6YhyphenhyphenAqY_hpR4M0zX7/s16000/Title%20Image.png" /></a></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Have you ever built a line chart that simply looks like a flat line and provides very little value? Take the following line chart for example:</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilVBs46i1w2BaSQgnZMapAJGsn908LJ3Wahy6yqFlaO3gWLL0ChGdRUyafBxJlgoU5umDsz64YdxORYk4P15wAlnTP3KD2Ik3PQJRL_kJVvVH64Pf0XVS23-qwlVZvqrhTlweBrOjvufqjDLXmR51Cg_MhZ5QYoH8mPOHL9YcV5dpcOvuIrvCUcZVqxNOJ/s16000/01%20Line%20Chart%20Example.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p></span><p></p><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">This chart shows values over time with very few variances...and this chart provides very little value. I bet I've run into this scenario at least hundred times and every time I do, I have to stop and think about the right way to handle it. I've done quite a bit of research on this topic and although there were some good resources, some were theoretical, many were complicated, and none of them really got me to where I needed to be, so I decided to write it myself. Once I walk through the problems, my thought process, my proposed solution (as well as how to do it technically within Tableau), I'd love to hear your feedback. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">So, we have the chart above. There are very few variances in the data and because of that, it just looks like a flat line - it provides very little value. We know that the cardinal sin with a bar chart is to truncate the axis, but this is not considered a sin with a line chart. So in Tableau (and I'm sure it works similarly in any tool), we can edit the axis and uncheck the "Include Zero" checkbox as shown below:</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhyOrAVB7PH5IJ_dhB7XIV51OVnECnlaLPHGJ4AgZc0Cm19ixBR8BaCofYas6zeGnlQzrBJKYjQh7DUJYy1V7IgPruBwnsrevzlSMnZtbznmvfGGkiTPeZ3FQOgMmhMG52JUqS1Qzg5fE4W-WhW-CL7wTjnqB4GywFu7hSn2GozE0R7SrqL2bTIcypjyzX4/s16000/02%20Include%20Zero.png" /></div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">And in doing so, we get this as the result:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZ8DGhwB-w1NZVTJFrX4rjng2eX8VU9ll6f0y6lPDvOk59Rt_31loo5zfRXtbf1TVVuMB6G6CV3672m4DjskCN7yQDG8ueUX4m-fyEV44nAHlROat5qsA_VHcmZeWLhqyiC6eab6QIxRwZYBqLxib-CsxijXnvt9-GHiFRDUiS1mzL1V3uFxveK44Y3BUN/s16000/03%20Dont%20Include%20Zero.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Do you like this? I don't. In fact, I absolutely hate it. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Instead of a range of 0% to 100% like before, we now show only a range of 91% to a little over 95%. The problem is that the drop in July. The change is only 94.5% to 91.2%, but it looks like it plummets to zero! One of the major goals of data visualization is to help people more easily (and more quickly) see insights. Let's say this chart showed results of a customer satisfaction survey. If you were a busy executive and just glanced at this chart, you'd probably have a heart attack wondering what happened in July. It was good then dropped to near zero!!!! </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Simply not including zero causes this chart to be very deceptive and I would avoid this at all costs.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">So what options do we have? We include zero and you can't see the variances and you don't include zero, and it over accentuates the variances. So how do we resolve this? </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Well, I've done some research and also spoke with <a href="https://twitter.com/DataPlusScience" target="_blank">Jeff Shaffer</a>. One article that I ran into...that Jeff also shared...was an article from </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://twitter.com/eagereyes" target="_blank">Robert Kosara</a>. In this article, Robert discusses the concept of <i>45 degree banking</i>. Here is a quote from his article: "<i>In a paper from 1988, Bill Cleveland, Marylyn McGill, and Robert McGill proposed the idea that the average line slope in a line chart should be 45º. This has been dubbed banking to 45º and has turned into one of the bits of common wisdom in visualization as determining the ideal aspect ratio</i>." </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Okay "average line slope in a line chart should be 45 degrees". I read a pile of articles that reference this and I admit, I don't quite understand what is being suggested. I even found a website (and Jeff referenced it as well) showing the math: <a href="https://blogs.sas.com/content/iml/2016/01/20/banking-to-45-aspect-ratio-time-series.html" target="_blank">Banking to 45 degrees: Aspect ratios for time series plots</a>. I'm pretty good at math, but I honestly just didn't get it. Perhaps someone could give me an assist.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">So if I don't get the math, what next?</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Well, we know that including zero was bad and not including zero was equally bad, just a different kind of bad. So, let's do something in between. (In fact, this is what I've always done in these cases, but I've never really methodically thought through what was best). Let's start by placing the data in the top two thirds of the chart and leaving one third of empty space at the bottom. Let me illustrate what I mean: </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVzIqvdGX7nc2bEvKzFCGiuDxGBaFqvh9N5PDMfTVzQiGREcDY8fGJQNmfSqN48BGK_FbNGEUj17IenczZhg4vowNolL8UNT9PGrzRSghm5e5NSKHsyjSxMcgePBB5KXGSbVgwbKJzKVWX7d-DxlobUPRFqFGfsAQS6NA_rYudLSM96psKHD1mgHIETJir/s16000/04%20Top%202%20Thirds.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Here, you can see that </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">the top two thirds (blue area) of the chart show the data itself and the </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">bottom third (orange area) of the chart is completely empty. Let's show the chart without the highlighted areas:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgUMIqhrkpc7tknHYCQ3vo9Sg7kS9y3gcHsWJPxPhMYw2XdOy2MrOwumtcsTpqWnX7jG_jcI-W6X7-SkP9PGW_peKdWQ9Tgv1zNrrUOQQNx-BHvvs2zlROkjBdX7xR7n__EtD9fA1FOzisZKQf89BQQuRNT19ML0cN0Ol0yKFbkJoXUQjXnM2SPvcnKUJiQ/s16000/05%20Top%202%20Thirds.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">What are your thoughts on this? Well, I still don't like it. I still think that it over-accentuates that drop in July and I believe you, as an executive, may not have a heart attack, but definitely a panic attack!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">So instead of showing the data at the top two thirds of the chart (with one third empty space at the bottom), let's try 50/50...basically the data in the top half with empty space at the bottom half:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj0zZkf3Y2TZd6HfKClYkazY5uTCF6Nh8hzr0l5jEhf-PrPgfQbnX-vXQmU1XdORefF_ceobQx_qyr8zUS7zLbTqnGzYPweA0Qh2HRG5rmeBRkvkEuYoBBInVmNK-tDkUrFixH0fHhLa0ZAS5N3rtvI-SPGNP41NMITmUZI4snIwIFdTk1mLD9W8E7GuftZ/s16000/06%20Top%20Half.png" /></div><p><br /></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">It's better...way better, but I still don't love it. It still feels like it is making that drop look more dramatic than it really is. So let's iterate again and show the data in the top third and show blank space in the bottom two thirds:</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhU_1-lvypA-QlFq-gPH8x-X1l3M1W2VmfPK1g8Yzh1KgNxzPCsAOd7ss_e3oBwPADk3o5gwI4thme_zzTT1NmskUwhTaibhUeAYelg3P1aWS1ozg179xuuQoFuXVcbQiSaR3yCqpkskEx14NEjzXKZPZQROhBMOGtcAiy3lGlc48ERmlxIDSGJMzxqOT0W/s16000/07%20Top%20Third.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">You know, I think we've got it! In this case, we can see the trend, we can see the variances over time and the July value doesn't seem to drop in such a dramatic fashion. I would, however, recommend one more addition - lets make it very clear to the end user that the axis is, in fact, truncated. </span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMjYmFjy_d5JXTQBmjsawi7J05mnFJmQMJolD78alQhO4mSCxytABp-LDSqGjxErAvnkCOWtry-bEmt1PT7_57cLifjIqEPRQFHtz0p7rfWLHFKVzQJAQsMxQKNfXgNjl23Nr1ycWJw8kOn24H8k_FZNlpQNQBpsgV-F6NomVW9mCIq6RcMl8RF3iJVTTc/s16000/08%20Top%20Third%20with%20Axis%20Noted.png" /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Now it is very clear to the end user that the axis does not start at zero.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Okay, now that we've "solved" this problem, let's talk about how we would do this in Tableau. Please download <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/WhatDoIDoWithThisLineChart/WhatDoIDoWithThisLineChart" target="_blank">this workbook</a> from Tableau Public and follow along.</span></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">In the scenario we landed on, our data appeared in the top third of the chart and we had white space in the bottom two thirds. In order to accomplish this, we will have to uncheck "include zero" (as noted way earlier) and we will feed in an invisible reference line to pad out the bottom of the Y axis. </span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">So lets first calculate the "range" of our data using a window_max and a window_min calculation.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Window Max Value</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span> </span>// What is the max value in the chart</span></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span> </span>WINDOW_MAX(SUM([Value]))</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Window Min Value</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span> </span>// What is the min value in the chart</span></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span> </span>WINDOW_MIN(SUM([Value]))</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">To make sure they are doing what I want them to do, I just add them to the label card. Let's first start with the Max value.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p></p><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZqnGXzR6sXztbdwdZl-mzIZZ3tjMpr9euKQ7CMq-pigh8qRQuSz4Ky3OboibByfbspBGJAbmUCO_44MgSBefVfgCwH4gFOPpzjHV7sKJQzkUFCupGvAF_YWjQA5Al_bcqL10yWKwYEX4MEVzWtIYlP1OhUDLUJacW_YOEXr7amc_1nmGESvJKyaF3CBgv/s16000/09%20Window%20Max.png" /></div><br /><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">That appears correct to me. (Note that if you are having trouble getting this to calculate properly, check out this <a href="https://www.flerlagetwins.com/2021/06/TableCalcsviaLODs.html" target="_blank">blog post</a>). We do the same thing with the Min to make sure it is calculating properly as well.</span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Now, let's calculate the "range" of data by subtracting the Min from the Max:</span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Range</b></span></span></div><p></p><div class="separator" style="clear: both;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span> </span>// What is the range between the max and min</span></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><span> </span>[Window Max Value] - [Window Min Value]</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;">Now this tells us the spread of our data. In my case, it ranges from a Min value of 91.2% to 95.5%, a range of 4.3%. So we want to place our data in the top third and allow for blank space in the bottom two thirds. So we can use this range to do exactly that. So if 4.3% (our range) represents one third, then 4.3% X 2 represents two thirds. That means we want our Y axis to start at the minimum value in our data less two thirds of the range. Here are two illustrations, one to show the ranges and another to show the math to calculate the starting point on the Y axis:</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div></span></span><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjg2th2ggRKWZpHHX8ul7r66HB8wCvDFrvGn2Ku3AcxF3nabxY61xXXLRKYTkTVmxGFnTeBsTB69oS9SmfwLARfuAXrXakuHaorHtikbKXC7uVV8eOvSATzSGQPaJDlHuCJqiSwnp4a8F3AJ9Pl2J0qCypQ15K6ngn8ce31J98NcNOlH6kvHAAGkVFbJz1S/s16000/10%20Ranges.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><div class="separator" style="clear: both; font-size: 18.6667px;"><br /></div></span></div><p></p><div class="separator" style="clear: both;"><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEix5CDfFZ9W0RXz9VpH86zrwdtmdai2WQpVc1q_VRyD-DV87h5QGBgy3dIZMp6cFBQ5m2urvNXnMp62reuTdhs46oQkJ6NoTf7JBr18X1hHKLDSebaVSf4s4pTXA4Bel-Q7CqjkJXqEF9mNO6yDbCgYe79e8hLwzF-fPAZhubFPFTVmDKYSlKl0lDXp5a3k/s16000/11%20Ranges%20with%20Calcs.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Okay, so let's do that in Tableau. Before doing that, we should keep in mind that if our data fluctuates wildly, then we could introduce negative Y axis values. Perhaps your data allows in, but in my case, the values will always be positive so I'll never want my axis starting point to go lower than 0. For that reason, I'm building that into my calculation. I'll do that by first taking the Window Min less the range X 2 (as we discussed above) then take the Max of that and 0 (essentially yielding the higher of the two):</span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Y Axis Min to Place Data in Top 1/3</b></span></span></div><p></p><div class="separator" style="clear: both;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span> </span>// Will use a reference line to set the chart in the top 3rd of the area</span></span></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><div class="separator" style="clear: both;"><span> </span>// Basically, this will leave two thirds of the chart empty at the bottom</div><div class="separator" style="clear: both;"><span> </span>// But never go below 0</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><span> </span>MAX([Window Min Value] - [Range]*2, 0)</div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><span style="font-size: 18.6667px;">Finally, add the above calculation to the detail card, right-click on the axis, add a reference line using the above calculation, then remove all labels, lines, etc. See the gif for a quick walkthrough:</span></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div></span></span><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHiL_mfinNUiNwg8vJENdYho7PsGp_gW1brfcOoeoQoM0tzlc-rq_KKlaUiN2cMgoAsUh1D-SmsCXWJM1nZGQnLYd82dBkPj48lhrFdIZw2ud1GWuvqwgDXQzOqW0Bjgl3_XWsopTknUjvyrb6ozW06rAxVR0Kk0X1Xv-msSbDr63DETtqFYrVQijwnkJc/s16000/Ref%20Lin%20GIF.gif" /></div></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><p></p><p><br /></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">As our last step, let's add a subtitle to our chart. To do that, just add the red section to your title.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p style="margin: 0px;"><span style="color: #555555; font-family: 'Arial'; font-size: 12pt; font-weight: 600;"><Sheet Name></span></p><p>
</p><p style="margin: 0px;"><span style="color: #f64971; font-family: 'Arial'; font-size: 11pt; font-weight: 600;">Axis Starts at <AGG(Y Axis Min to Place Data in Top 1/3)></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">And there you have it! Just a couple of calculations and you have a chart that shows the variances, but doesn't over-accentuate them to make them deceiving to your end user.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">As a side note, in much of my work, I allow users to toggle between the option presented above and simply showing it on a full scale (in this case, 0 - 100). I like to provide them with the option to see the data in both ways. To do this, I create a parameter with two values, one to show the full range and one to "zoom in" (I am typically verbose in the parameter options to make it very clear). I then adjust my <b>Y Axis Min</b> calculation to be zero when "full axis" is selected and to use the calculation when "zoom" is selected. </span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">As mentioned above, you can download </span><a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/WhatDoIDoWithThisLineChart/WhatDoIDoWithThisLineChart" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">this workbook</a><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> from Tableau Public. The workbook contains all the iterations discussed above as well as all of the </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">calculations. This includes not only the calculations required for the top third, but also for the top two thirds and top half (should you believe they are better than what I suggested).</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">As a side note, Jeff Shaffer mentioned to me that Excel applies something called the five sixths rule when determining how to scaled the Y axis. According to this really <a href="https://peltiertech.com/how-excel-calculates-automatic-chart-axis-limits/#:~:text=The%20automatic%20maximum%20Y%20axis,axis%20scale%20value%20is%20zero" target="_blank">interesting article</a> from <a href="https://peltiertech.com/consulting/" target="_blank">Peltier Tech</a>, "<i>if Ymin is less than 5/6 of the Ymax, the automatic minimum Y axis scale value is zero. If Ymin is 5/6 of Ymax or greater, then the automatic minimum Y axis scale value is the first major unit less than or equal to Ymin – (Ymax – Ymin)/20 (the two MSDN articles have an unfortunate typographical error, showing the divisor equal to 2, not 20).</i>" It seems to me (and to Jeff who shared this with me) that it accomplishes generally the same thing as my technique above. However, the problem is that it will do it on just about any chart, including a bar chart, where truncating the axis is, as mentioned, a cardinal sin. So be careful.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Okay, that's all for now. But I would love to hear your feedback. Do you agree with my assessment of showing the data in the top third? Or do you have a better option? I'd love to hear your feedback!</span></p><p><br /></p><p><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as <b>Tableau Lifeline</b> (get us for 1 hour to help solve a sticky problem), <b>Fractional Data Hero</b> (get us on your team for N number of hours a month for whatever you want us for), <b>Tableau Training</b>, and of course, <b>project work</b>. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p></div><div><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span><span><span> February 12, 20224</span></span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div></div><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><p></p><p><br /></p><p><br /></p>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-76486595698952408302024-02-05T06:30:00.069-05:002024-02-05T06:30:00.125-05:00Synchronize Your Tableau Filter Actions and Quick Filters<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsxJcSoVX_mJqn2YRNin4r6Z3vAeqQfjX6RbZ99sN8RsYHTnEpqETarszYKGVkTBeejCUq0PR-2tZofE8pHqGgauHJUl7Xd_6H8_Bd3gwJOFiE0v8Tue1aNZeQRwSTtOyrk8J226SsKHjV6qudZTrZdBzhOC4GeE9ZJaO3cYqPv2bd6XVOjjlUxzP1rkKg/s790/11.gif" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="471" data-original-width="790" height="191" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsxJcSoVX_mJqn2YRNin4r6Z3vAeqQfjX6RbZ99sN8RsYHTnEpqETarszYKGVkTBeejCUq0PR-2tZofE8pHqGgauHJUl7Xd_6H8_Bd3gwJOFiE0v8Tue1aNZeQRwSTtOyrk8J226SsKHjV6qudZTrZdBzhOC4GeE9ZJaO3cYqPv2bd6XVOjjlUxzP1rkKg/s320/11.gif" width="320" /></a></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I love actions in Tableau. They are
such a great way of adding interactivity in an intuitive way. I use actions in almost
every dashboard I create. And while I love some of the newer action types such
as set and parameter actions, the type I use most often is the tried-and-true <b>filter
action</b>. My guess would be that these are the most commonly used actions
across all Tableau users. They are so common that Tableau has created a shortcut
for creating them—the “Use as Filter” option on creates a filter action in the
background.<span></span></span></p><a name='more'></a><o:p></o:p><p></p><div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But, if you’re like me, you have
likely run into some problems with filter actions, particularly when you want
to implement a filter action while also allowing the user to manually use quick
filters in a target sheet. At this point, things can get completely out of sync
and lead to all kinds of headaches. Fortunately, I’ve found a couple of relatively
simple techniques that can help you synchronize your filter actions with your
quick filters. In this blog, I’ll walk you through those techniques.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: The workbook and examples I’ll
be showing here can be found and downloaded here: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/SynchronizeQuickFilterFilterAction_17053543206550/FilterActionBefore" target="_blank">Synchronize Quick Filter/Filter Action</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Problem: Filter Actions and Quick
Filters<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">For this scenario, I’ve created the
following dashboard using Superstore.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqT1OkDGSKqtIPdj2aM2W24-uZ0vnnYvWKTVF0qKbO8RPbC7n2S3AX8ghUtiAyFDUQynlJjmoGmbPMiFZ-rZGTcM9HUdY1Hg6lGv82K6uHUTFAbDhLQ-JMRyFVqHr7zUxp4eRsam3CEZys2dlYNkyQmiQIozhTZRqNnlLY0j31GXJCUFMcU_hUgCsjCXeA/s16000/01.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">On the top, we have a bar chart
showing <b>Category</b> sales and, at the bottom, we have a bar chart showing <b>Sub-Category</b>
sales. This second chart also has a filter allowing us to select which <b>Category</b>
we’d like to see. But, what if we’d like to integrate some intuitive actions to
allow our users to explore our dashboard more interactively? We might create a
filter action from the Category sales chart that filters the Sub-Category sales.
So we create the following dashboard action.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6hx75G_j4B9kWHL-DkfC9FguzIfwNkrOU7GujfJExTPLQb6LVVLupC71L5rBn-c1mUyic4c3XWhxBNoMwkorXQOD2CaNJ8Iv3-XLaxvXwDF-JzKfX66q0APdXw1m6nlKZuLWIKu0yNO6QlI92y4hbBB6Eg6DZW975L2vIpeKi64sLM5lBY2qCigAUYaSw/s16000/02.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">To test it, we click <b>Technology</b>
and see what happens.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgiGGp2zGaVu5mlMP3g1FIicJQ-SjzMTePpHD4KixMrMvQyz81Z54zJGo_Z3nTqTWPFzn1rkfdajliOLGj6RpFRfPY5H8ACnAjVoVtVw1rbeQO5R4a8DJacWH6laGmrnevH8F0yKgrGt44vIUjUf6L9LBx3qQYxKLzrfne3amRRyEJqjNijRJN3OOaasY1Y/s16000/03.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The filter action works as expected,
filtering to only the technology sub-categories. But, take a look at the
existing <b>Category</b> quick filter—it remains unaffected, still showing that
<u>ALL</u> the categories are selected. This, in my opinion, is quite
confusing. We know that the sheet has been filtered to only show Technology so
why doesn’t the quick filter reflect that? We could try changing the options on
that filter so that it only shows “Only Relevant Values” but that doesn’t have
any impact. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">While this might not be too big of a
deal for us as Tableau developers, it could be really problematic for our end
users, so ideally, we could find some way to synchronize this quick filter with
the action filter. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Syncrhonizing Filter Actions and
Quick Filters<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Here’s the trick for synchronizing
the quick filter with the action filter:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">1) Remove the <b>Category</b> quick filter
completely—from both the dashboard and the sheet. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">2) Click on the Category sales chart
in order to trigger the filter action. If you look at the Sub-Category sheet,
you’ll see that the filter action creates an actual filter on that target
sheet. We’re going to expose this on our dashboard…<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiGdD4x8Wiy9uJaSrKWaYoU_MprUcP-9Ej58ROO1qGqsNun93mc4wNRMwfbAYkemDZLUUZSMrQ4muhN2j035wgyENDIxpUzklikGOP96Elr-7nWYEMv2b4tjb52voBNVRVSlyuqrJx-GTN7gEhwOiE2Hnh6GPrthRItLeuTJt8RSa7FBJLGwQWb30l9fXtR/s16000/04.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">3) On the dashboard, show this action
filter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhEBjr939uS6lbyr2Ie3sY7jmQy1Vc-yilVlxu4-jkz4WVigeXifaxLp0LUJWpuNfsOuseIHbJ7Iw3GMdm_pME-FTitqO9shch4mu3DRGQ2qjpY8Fe3hVSpFUvXoAUvTFW-C0RPe6edAFuUiF4eDjwzSejIBE49TrJEaUPNjHrI6nQQS-JtOJzVyQeWe0X/s16000/05.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">4) Customize the look and feel of the
filter as you did with the original quick filter. In my case, I changed the
title and added an Apply button.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We now have something that looks
exactly like our original dashboard, but look what happens when we click on the
Category bar chart.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFP5Zk6xLFGY7dVmEg2KNyv22rFsQCaxVc2cAqH7weZ96xWVDfxLe0rCqIVGebc4hqi8KmfHuIh-ppTL0yTrhCg_Hwi61VTaUkeE0JnNoFQKK6hhFy0DDvwy198UC69kbLiywHvFGI8TViZkQKBsgi8XgEL3VYxH5I6k0uRDNjMFCoKiYve8MHvcnMV1J7/s16000/06.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Since this <i>is</i> the action
filter, it automatically updates. And users can use the filter just like they
would with any other quick filter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Problem: Selected Value No Longer Applicable<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s take a look at another slightly
different scenario. For this example, I’ve created the following dashboard:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJqCB6b6ynOCTDt2hT9SD3vBuATNVsKXIfO95YNEA3yRj_3wlrypU3GdOpKtA8zFsOHFoNyXBgOqUr5P_GIBlIh6mUDvNYkkdMjZuJsT7S0P3xi0B8kNLsRhyphenhyphenxMPKl4J1x505CZzWV5_MgQLXBy1wgGPk4tUJv6gfiirE9bhxUdCXvrL50_qRuaWxMPVws/s16000/07.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Once again, we have the category sales
bar chart at the top, but we now have a line chart at the bottom. This line
chart has a single-select filter on <b>Sub-Category</b>. And like our previous
example, when we click a category on the bar chart, it will trigger a filter
action on the line chart. But, watch what happens…<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSzn-2OP3r8q-7wlozY5qWr8hxhvKwALUNjW5tG0XnWdrxcUl2WjEF3-6al0pD4Xup3ga9IlxvaK1EJZkrZNgf90y_X5A87e0V2F3wkuAUEIXPAmxGPU4NknzbZ-VEHpG3eI9-ASEP_9CwmwPRsG12KAQBQHlP22UzVfFLXLFC02lMhbD_oRZhChcLOieP/s16000/08.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The line chart is completely blank. This
is because the sheet now has two filters—our original quick filter on <b>Sub-Category</b>
which was filtered to “Accessories” and our new action filter on <b>Category</b>
that is filtered to “Furniture”. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhBafl_Z0rHY3V_wrEAICV0TvFJxNKi4BDsbuXEcSyNJ7zBsbnUgrlpNUpwjiE49utWVPLJBiiz-aNg53DP13vWMFqhyQuY8Q4S6oPCOSs2220gA97l_dOUPwxVdFq61s1VZCtjYK9t5jNsrVYMw93Eq0hPRx9dccR06i3KrZRbe3nTMpwHuHsvoJw-W4pY/s16000/09.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The problem is that the “Accessories”
sub-category is only applicable to the “Technology” category. Since we’re
filtered to “Furniture”, we’ve essentially filtered out all rows, leaving us
with nothing to show. Ideally, when we select a category, it should:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">1) Change the <b>Sub-Category</b>
filter to only show related sub-categories.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">2) Default the filter to one of those
sub-categories.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Sending a Default Value to the Filter<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">To address this problem, we’ll start
by creating a calculated field that specifies the default value. One option
would be to hard-code these values like this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Default Value<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #a6a6a6; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #A6A6A6; mso-style-textfill-fill-colortransforms: lumm=65000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 166;">// Default value
depending on which Category is selected.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #a6a6a6; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #A6A6A6; mso-style-textfill-fill-colortransforms: lumm=65000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 166;">// Specify the
desired default value yourself.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">CASE
<span style="color: #ff9900;">[Category]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: "lumm=50000 lumo=50000"; mso-style-textfill-fill-themecolor: text1; mso-themecolor: text1; mso-themetint: 128;">'Furniture'</span>
THEN <span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: "lumm=50000 lumo=50000"; mso-style-textfill-fill-themecolor: text1; mso-themecolor: text1; mso-themetint: 128;">'Chairs'</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: "lumm=50000 lumo=50000"; mso-style-textfill-fill-themecolor: text1; mso-themecolor: text1; mso-themetint: 128;">'Office
Supplies' </span>THEN <span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: "lumm=50000 lumo=50000"; mso-style-textfill-fill-themecolor: text1; mso-themecolor: text1; mso-themetint: 128;">'Binders'</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: "lumm=50000 lumo=50000"; mso-style-textfill-fill-themecolor: text1; mso-themecolor: text1; mso-themetint: 128;">'Technology'</span>
THEN <span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: "lumm=50000 lumo=50000"; mso-style-textfill-fill-themecolor: text1; mso-themecolor: text1; mso-themetint: 128;">'Phones'</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The advantage of this option is that
it allows you to specify any default value you prefer. The disadvantage is that
one of these sub-categories might not exist in the future, which will cause
problems. So, another alternative is to automatically select one of the
sub-categories. For instance, the following calculated field will automatically
select the first sub-category alphabetically.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Default Value<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #a6a6a6; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #A6A6A6; mso-style-textfill-fill-colortransforms: lumm=65000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 166;">// Default value
depending on which Category is selected.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #a6a6a6; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #A6A6A6; mso-style-textfill-fill-colortransforms: lumm=65000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 166;">// Automatically
select the first sub-category alphabetically.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #3975a2; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">{FIXED</span><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";"> <span style="color: #ff9900;">[Category]</span>:
<span style="color: #3975a2;">MIN</span>(<span style="color: #ff9900;">[Sub-Category]</span>)<span style="color: #3975a2;">}</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Or, if we wanted to get fancy, we
could set it to the sub-category with the highest sales. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Default Value<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #a6a6a6; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #A6A6A6; mso-style-textfill-fill-colortransforms: lumm=65000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 166;">// Default value
depending on which Category is selected.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #a6a6a6; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #A6A6A6; mso-style-textfill-fill-colortransforms: lumm=65000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 166;">// Automatically
select the sub-category with the highest sales.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #3975a2; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">{FIXED </span><span style="color: #ff9900; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">[Category]</span><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">:
<span style="color: #3975a2;">MIN</span>(<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"> // Does this sub-category have the highest
sales?<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";"> IF <span style="color: #3975a2;">{FIXED </span><span style="color: #ff9900;">[Category], [Sub-Category]</span>: <span style="color: #3975a2;">SUM</span>(<span style="color: #ff9900;">[Sales]</span>)<span style="color: #3975a2;">}</span> = <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto; text-indent: .5in;"><span style="color: #3975a2; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">{FIXED </span><span style="color: #ff9900; font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">[Category]</span><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">: <span style="color: #3975a2;">MAX</span>(<span style="color: #3975a2;">{FIXED </span><span style="color: #ff9900;">[Category]</span>,
<span style="color: #ff9900;">[Sub-Category]</span>: <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";"> <span style="color: #3975a2;">SUM</span>(<span style="color: #ff9900;">[Sales]</span>)<span style="color: #3975a2;">}</span>)<span style="color: #3975a2;">}</span> THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";"> <span style="color: #ff9900;">[Sub-Category]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";"> END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12.0pt; mso-fareast-font-family: "Palatino Linotype";">)}</span><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Now we’ll drop this field on the
detail card on the Category Sales sheet. This will allow us to use it in an
action. Then we’ll create an action to filter the line chart to the Sub-Category
specified in this field. Notice that the Source Field is <b>Default Value</b>
and the Target field is <b>Sub-Category</b>.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgasEl4CpbtYKFKRRGRg6RKjQjinfc8qwbq0qaT_uNcktL82750j_cA_5S58hQQQNxvEr6V1PpOd9IXmZZHXhfDeJsDJBQGRznXQ_vqOKWyS0TxC9eC_qTzOAnillPqC_Cnbyw3L18QDHsUnAKjbkryfHVYDnzeQGrBSnzfYbbkZy8BpfTsdRVYrlswujuC/s16000/10.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Like the previous scenario, we’ll
remove the Sub-Category quick filter, then show the new action filter that was
created. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Now, if we click a category, it will
jump to the default Sub-Category:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgt1Aq1moA9kf8uGq7ixCk4eLMlb6qUtYqAaTIaoYFtmy-Y_R3Z_kLB4U4t15mRTmAoIc8baLoyWh6AaDg2s9xF0bbsmsGJh3MYdzMB9x6U4AKAhPe4C0aVLk7YtoRSISiHhW9vEJrtu61T-voBQa9Ype_DLjt1BrZxRvpSAkj0sqVlAdQA9Q89XNtQxXGE/s16000/11.gif" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But, if you click the <b>Sub-Category</b>
filter, you’ll notice that it still shows all Sub-Categories—not just the ones
related to the selected <b>Category</b>. To address this, we simply need to
change the <b>Sub-Category</b> filter to show “Only Relevant Values”<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhop0qDLwQj84s0wbczGHT0Zq26R270e9VGC_KTE13bJoR8trl-LdLEaUBzu6rQ5bcBRSna8FLGTkEbbzyfRNjAltHsIFjWv487Q1nfZpHN0JUQWfhkBhTBn__HVLYJpR5LOUP7s9JEIez8_BkDnQ3TDV367rd4hjnkGY7RXutA6Wk02xHA1-gK5SCBIIny/s16000/12.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Closing<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I’ve used these tricks several times
in the past and they’ve been life savers! They aren’t necessarily something you’ll
need to do every day, but when you do, I think you’ll be happy to know how to bend
Tableau to your will! </span><span style="font-family: "Segoe UI Emoji",sans-serif; font-size: 14.0pt; mso-ascii-font-family: "Palatino Linotype"; mso-bidi-font-family: "Palatino Linotype"; mso-char-type: symbol-ext; mso-fareast-font-family: "Palatino Linotype"; mso-hansi-font-family: "Palatino Linotype"; mso-symbol-font-family: "Segoe UI Emoji";">😉</span><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Thanks for reading!! As a reminder,
you can see all these examples here: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/SynchronizeQuickFilterFilterAction_17053543206550/FilterActionBefore" target="_blank">Synchronize Quick Filter/Filter Action</a></span><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-size: 11.0pt;">Ken Flerlage, February
5, 2024</span><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://twitter.com/flerlagekr" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Twitter</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">LinkedIn</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">GitHub</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Tableau Public</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><br /></p><p class="MsoNormal" style="line-height: normal;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></p></div>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com1tag:blogger.com,1999:blog-3178813192704651028.post-74524995632100775342024-01-22T08:31:00.002-05:002024-01-22T08:31:36.928-05:00A Journey Through The Design Process (Guest Blog Post by Damola Ladipo)<p> <span style="text-align: center;"> </span><img src="https://lh7-us.googleusercontent.com/GC-8a_h5Q4H3i0Nb5B6LPES9327EuWRilrUbsWOuGjD_cqrt80ftY0liuFl_7VbL8mzUXwAMik5Vj9N09Y2NIjbgEZfqAbPW3uwCiyHMwhXdYfrn5_lMmg_enqoZLXPQL9H3PPqyeyaBwTO_lFeATOg=s16000" style="font-family: Arial, sans-serif; font-size: 11pt; font-weight: 700; margin-left: 0px; margin-top: 0px; text-align: center; white-space-collapse: preserve;" /></p><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">This is a guest blog post is from </i><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><a href="https://www.linkedin.com/in/adedamola-ladipo-bb24a860/" target="_blank">Damola Ladipo</a></i><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">. Based in Washington DC, Damola works as a Senior Data Visualization Specialist for DevTech Systems at USAID Data Services. Damola is a Tableau Public Ambassador, a 7x Viz of the Day winner, and one of the most amazing Tableau Public authors out there. And if you thought his work in Tableau was amazing, wait until you read his writings - wow! We are super excited and honored to welcome Damola as a guest blogger on our site...and he has an open invitation to write for us at any time.</i></p><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><p><br /></p><p><br /></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>THE ROAD TRIP THAT INSPIRED THE VIZ</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Picture this: A thrilling road trip across the stunning landscapes of Europe, from the quaint UK countryside to the picturesque Swiss mountains. It was an amazing journey, but there was a twist for me. Despite growing up in England until my early teens, I had left too early to have ever driven there, so taking the wheel on the 'other' side of the road, opposite to what I was used to in the US, presented a new challenge.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">As we ventured through winding roads and tranquil villages, I gradually got used to driving on the opposite side, although roundabouts sometimes initially confused me. But Switzerland, with its familiar right-hand driving, was a breeze. This adventure ignited my curiosity and led me to a question that might pique your interest, too: Which countries drive on the right and which on the left?</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Understanding this driving aspect is crucial for anyone contemplating driving in a foreign land. According to World Standards, around 184 countries and territories use right-hand driving, while 76 countries and territories opt for left-hand traffic. This means most of the world's population drives on the right side of the road—a fact I discovered during my road trip. It intrigued me enough to create a data visualization and this blog post. Now, I'll take you on a journey through my process crafting it.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I will review my design thinking process, inspiration, and the rationale for my design choices. I will also briefly cover how I created parts of the visualization, from the background layer in Figma to the map and chart in Tableau.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">…but before we dive into the details, let's quickly detour through the intriguing history of left and right driving traditions.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>THE HISTORY OF LEFT AND RIGHT HAND DRIVING</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p><span style="font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"></span></span></p><p><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span style="color: #404040;">Most countries driving on the left side of the road share a common thread—they are </span><span style="color: #990000;"><b>former British colonies</b></span><span style="color: #404040;"> across the Americas, Africa, Europe, the Middle East, Asia, and Oceania.</span></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><img src="https://lh7-us.googleusercontent.com/6UFYBe3jeE7gAujaCYJ_6UT2Of-zbLnUy46MEakR7p6kU11kRuWId2ZQA3cahcXvvapvr_ZFUEjp8EOmrRR7R7i8O9vmgkTGLBkGI98L5hSVt0hy2YZijqLxKoTdzu2lIOe4p6jnabAYePBKFqr0xmY" /><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">British Empire at its greatest extent in 1921 </span></span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Source: <a href="https://en.wikivoyage.org/wiki/British_Empire">https://en.wikivoyage.org/wiki/British_Empire</a> </span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The influence of the British Empire extended its driving norms to these diverse regions. When you look at a European map, you'll find a unique quartet—four island nations that continue to drive on the left: the UK, the Republic of Ireland, Malta, and Cyprus. These European outliers have upheld the tradition, and their island geography is a notable factor.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Conversely, many nations with ties to the French colonies have embraced right-hand traffic, forming a contrasting driving culture. If you're eager to delve deeper into the historical origins of these practices, I recommend starting with the article “<a href="https://www.history.com/news/why-do-some-countries-drive-on-the-left-side-of-the-road" target="_blank">Why do some countries drive on the left side of the road?</a>” It unveils a rich history, tracing back to ancient Rome, and even hints at how safety might have sparked the initial adoption of these driving norms.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">OK, now back to the viz and my design process…</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>MY DESIGN PROCESS</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">While creating this data visualization, I adhered to the non-linear design thinking process. However, similar to my other personal projects, I already had a inspiration from things that would influence the design. Specifically, Judit Bekker's <a href="https://tabsoft.co/3aLo5ck" target="_blank">Visible Women</a> and the <a href="https://tabsoft.co/3uRQIvq" target="_blank">World Tile Map</a> by Neil Richards served as pivotal inspirations. Their visualizations helped shape key elements of my final design such as the layout, chart type, and aesthetics. I'll go over this more later.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgBOuVkM9Lx3Xi6qiuclHJ2ZViWYXJ1nDvnyKOBRqsgy0UzI4IcHnMjIpj9sUEa85fkvCOwu7dm8wg2Rq1d1a7GNXoq-lZ3cMVgcDhPXk1KXA9qFwFE6lzda-q-3Bvrs1p06d4EKebx86gquE0KLYoti-AsGcljfKiP57UX1TzpR7F38IzEpiIpSkreP0uu/s16000/Damola%201.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><b style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">EMPATHIZE AND DEFINE</b></p><p><b style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></b></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">When I started, I posed four questions about the audience, time, precision, and questions the viz would answer to help steer the direction of my project. The answers to my inquiries served as the compass guiding my choices to empathize with the potential audience and define responses to questions the project proposes.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Who was my audience?</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">My target audience encompasses diverse individuals who have embarked on journeys, harbor a fascination for travel, or are intrigued by the global variations in left vs. right-hand driving norms.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>How much time did my audience have?</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The average human attention span is 8.25 seconds (less than a goldfish, which is 9 seconds), so, not long. Recognizing the value of simplicity and accessibility, I aimed to craft a visualization that required minimal effort to comprehend with optional interactivity. Therefore, a tile map would be used for quick comprehension.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>How much precision was necessary?</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">A tile world map is less precise than a more traditional map. Also, the scale difference between countries or their location relative to one another was insignificant, other than knowing where they generally are. A tile map would be simple and aesthetically appealing. A supporting chart looking at the continent and regional level right and left hand driving trends would provide an informative aggregated view.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>What questions did I want the visualization to answer?</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Which countries favor right-hand or left-hand driving?</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Are there discernible patterns in continents or regions regarding these driving norms?</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">What prompted some countries to transition from one side to the other? </span></span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">After answering the four questions I moved on to collecting the data.</span></span></p><div><br /></div><p><span id="docs-internal-guid-009037cb-7fff-8851-0900-0e940448cb01"><span face="Arial, sans-serif" style="color: red; font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"></span></span><span id="docs-internal-guid-009037cb-7fff-8851-0900-0e940448cb01"><span face="Arial, sans-serif" style="color: red; font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"></span></span><span id="docs-internal-guid-5e8d1b99-7fff-a981-f1c0-dd02ad37c3d2"><span face="Arial, sans-serif" style="color: red; font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"></span></span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><p></p><div><br /></div><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>DATA COLLECTION</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I used three sources to create the dataset for the visualization:</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://www.worldstandards.eu/cars/list-of-left-driving-countries/" target="_blank">World Standards List of Left and Right-driving countries</a> provided information about which countries drive on which side.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://statisticstimes.com/geography/countries-by-continents.php" target="_blank">List of Countries and Continents</a> helped categorize countries by region.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://en.wikipedia.org/wiki/Left-_and_right-hand_traffic" target="_blank">Left- and right-hand traffic</a> detailed the history of bidirectional traffic and included the dates and reasons why some countries switched from driving on one side to another.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Each data source was added to a Google Sheets spreadsheet.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The data had to be cleaned, so I removed unnecessary fields, aligned the spelling of country names, and corrected grammatical and spelling errors in the descriptions.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Once the data was cleaned, the relevant fields were pulled into one final Tableau-ready dataset sheet using the <a href="https://support.google.com/docs/answer/3093318?hl=en" target="_blank">VLOOKUP </a>formula. I could have used something like Tableau Prep, but the data cleaning was relatively simple.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Now I had the final dataset it was time to get creative and start the design.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>IDEATE AND BRAINSTORM DESIGNS </b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">As I stated earlier, I already had inspiration in mind, but I still needed something specific on paper. It was time to brainstorm and sketch out my designs to benefit the design process.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Why bother sketching when you already have inspiration? The human brain consistently interprets visual and verbal information, and externalizing the cognitive process enhances our ability to communicate and process information more efficiently. Also, "we learn more when we experiment and try new things, and you can surprise yourself with what you see when you try to put your thoughts and ideas down on paper" - <a href="https://medium.com/nightingale/how-and-why-we-sketch-when-visualizing-data-d843e0ce8c74" target="_blank">How and Why We Sketch When Visualizing Data</a>. Sketching also saves time to make edits or redesigns in draft form rather working on something directly in Tableau first.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">After sketching, I landed on a design that focused on the following:</span></span></p><p></p><ul style="text-align: left;"><li><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Making the primary data visualization a tile map with squares</span></span></li><li><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Using a bold title as an initial legend</span></span></li><li><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Adding brief descriptive text to explain the visualization</span></span></li><li><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Including annotations in the map for additional context</span></span></li><li><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Incorporating a van image that appeared in motion</span></span></li><li><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Adding a column chart by continent and Region</span></span></li></ul><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Now the data was ready and the design was laid out, it was time to decide on the colors.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>CREATING THE DATA VISUALIZATION</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Color with Purpose</b></span></span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In data storytelling, color can add depth and meaning. I used teal (#06D2D5) and purple (#9529FF) because they are eye-catching, somewhat neutral when making assumptions about their different meanings when they appear together, and they attract attention against a light gray backdrop without overwhelming the audience.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCcalZ8h6SJDU3xuTObtubO-nsm-7wAzBEVnUS-4EHzRaPZ6OoWmpYWheeqKk57X5sZqGLkVufoqNRmG1JWIajCOakeE6S1jJj7eO8dpRdGhrUTU6lTEduNXIpJMKfrC6grS_LgMebvyHUhz5aOaJ6T8vDKCfTm3OknOfVO4cLfw5ko9VQ2cl7KTKjNEru/s16000/Damole%202.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Color for Accessibility</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I always try to check my colors for colorblindness using tools such as <a href="https://color.adobe.com/create/color-accessibility" target="_blank">Adobe Colorblind Safe</a>. It detects color conflicts that create confusion with colorblindness. </span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span id="docs-internal-guid-ae0eff24-7fff-9e75-b70b-0ee56ccd23ad"><span face="Arial, sans-serif" style="font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"><span style="border: none; display: inline-block; height: 327px; overflow: hidden; width: 624px;"><img height="327" src="https://lh7-us.googleusercontent.com/CvTtSIonXlB_GMMlCaVjLWZ9FkE_ilo7vSqf4C6x61crtuls_aT7ElyLFtoHDsYT_yYGrZHlWy2qsSjD55QhnyZRi07v9u4JIfXkb5pE9oOWQM-CqtOjOKWbHa8D5EvzV1ZulSEXOLP6ziTXL4RLuzQ" style="margin-left: 0px; margin-top: 0px;" width="624" /></span></span></span></p><p></p><p><br /></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Once the colors were confirmed to be colorblind safe I was ready to create the background design in <a href="http://www.figma.com" target="_blank">Figma</a>.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Creating the Background and Custom Shape in Figma</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I created the background layout in figma with a landscape dimension of 1450 x 950 pixels to accommodate a world map with room for a title, descriptive text, a legend, and an image. The positioning of the chart elements were based on reading patterns and the rule of thirds.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Designing for reading patterns</b></span></span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The data visualization was designed to be viewed by the “Z” pattern which facilitates natural eye movement. As the reader follows the flow of the visualization, the sequence allows the reader to explore the visualization as they move from the title to the tile map, to the body copy, descriptive text, and legend, and then the interaction instructions and my name.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhDSB7wmrJ26M7WjguwVJYr5HtBHsq1ScauseOHEag0ae4VM7cUhltjYy0qHrjn-_WnyP5n2JSevlKW0wfvQ-qTSYFWUvf_9MQzGJvJ1CXEHfLIEeQ_V4sswD6tqG6P5ZkL-P9a71BCHRFDld-_wCAxpnwqZbConDuNq5r5W73g5VKLWpPpUsnj3fP1_kr8/s16000/Damola%203.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Rule of Thirds</b></span></span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">This layout follows the rule of thirds. This rule involves two vertical and horizontal lines crossing on a page. The points where they intersect direct the reader's eyes. I used these points to position titles, legends, van images, source information, some context information, and my name.</span></span></p><p><br /></p><p><br /></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh6QzdseoPC-ujvLHrQG0qaop29KWo_jDLhCi1p826vdWMB2I9AMg5yoO6ZV0BVYvE2PT9ugMA255SUVU550-p-xNqQkthtVg88a4ejbZcMq4Y7GhJRX32h3ZK2Umewbte3x6Uo1Zv0wW595zpoXbv28zTUUzTCZRwPLvxhH4InnvQWgpEt2YpWyfpSFfTM/s16000/Damola%205.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">If you want to learn more about visual hierarchy check out <a href="https://admiral.digital/what-is-visual-hierarchy-and-why-is-it-important/" target="_blank">What is Visual Hierarchy and Why is it important.</a></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Now I’ll walk through each of the six elements of the background layer in the viz.</span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>1. Title and Annotation Subheadings</b></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The typeface <a href="https://www.fonts.com/font/linotype/futura/story#:~:text=Futura%20is%20an%20exceptionally%20versatile,little%20drop%20in%20legibility%20levels." target="_blank">Futura</a> was used for the title and subheadings in the annotations. It's a bold, versatile typeface that can be a powerful design choice, mainly when you have limited space. The words "RIGHT" and "LEFT" were colored with teal and purple, which immediately lets the reader know what the colors in the map mean.</span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p style="color: black; font-family: "Times New Roman";"><span id="docs-internal-guid-999041f2-7fff-ccd6-4b99-bbbfaf9fbeff"><span style="border: none; display: inline-block; height: 91px; overflow: hidden; width: 274px;"><img height="91" src="https://lh7-us.googleusercontent.com/CKMSaH98RD723Ml2OcCFkIfzHcxyFbqoGe6FJdXRlzBuslEcRNhrjziFLhqaggMnrfYtuoVhsU34X3f54Sr6K4-nbpSvwwNf_G0abf_aqrJPTlS2W2ei1NjAsYTn7NVjII0jwkc_PmJzS8CqAXD0K3Y" style="margin-left: 0px; margin-top: 0px;" width="274" /></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>2. Body Copy</b></span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The body copy and legend text were in EB Garamond because it <a href="https://www.typewolf.com/eb-garamond" target="_blank">pairs well with Futura</a>. The text is bolder than the subheadings and smaller than the heading to create a visual hierarchy with the typography. I also colored some relevant body copy text in teal and purple to connect it with the chart and the map. An alt text image layer was added in Tableau at the end so the text could still be screen-readable.</span></span></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p style="color: black; font-family: "Times New Roman";"></p><p style="color: black; font-family: "Times New Roman";"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>3. Legend </b></span></span></p><p><span style="font-size: 18.6667px;">The legend uses rounded edge squares created in Figma. In a later section, I'll explain how these were made and added to the map.</span></p><p><span style="font-size: 18.6667px;"><br /></span></p><p><img height="88" src="https://lh7-us.googleusercontent.com/eYF_m3YN7eRh7oVbgaFDrXGYtQelY_VzGzC6lYQY-rfuMu1ldTwOjlq6bikrliBakSVfTQ7-EnOrE0XS7NFOklVGRBbT-_oHjSb2iMEUYzF-AcMx5Mosrb6i8sQoMl_EJkyOge6kJZqKfg2EVEcvcx8" style="margin-left: 0px; margin-top: 0px;" width="290" /></p><p><br /></p><p><br /></p><p><span style="font-size: 18.6667px;"><b>4. Van Image</b></span></p><p></p><p><span style="font-size: 18.6667px;">The van image was from Herson Rodriguez on Unsplash. The design was inspired by the work mentioned earlier by Judit Bekker. To replicate the aesthetic from her data visualization image, I cropped the van image, made it grayscale, copied it two more times, and made one an opaque purple and the other an opaque teal. Overlapping these gave the appearance of the van in motion, as if it was driving by.</span></p><p><br /></p><p><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigeKgFw_Fq1rqWwQyzfLMDb5SvANOxvFfD59q_0TCTWpdHjrL1iU_B_0WJbJzQkxCsvCx9yIr66nfYv1qmAk02A4SjCZQJoiqaRrdYHP8g5KfmbYq1nlb7q3sNeK9BCUs3n8RWtHiawneud-aWrBtsauWKHYz6khRR8zHI5E1MlzgEZFKosLzqnAjd07ad/s16000/Damola%206.png" /></p></span><p><span style="color: #404040; font-family: Palatino Linotype, serif;"></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p><p></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;"><b>5. Regional names and annotations </b></span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;">The annotations and names of regions were added to the background last. As I said earlier, my design process is non-linear. So this required exporting an image of the data visualization from Tableau, placing it back in Figma, and then using the image as a background template layer to know where text needed to be added so everything lined up correctly.</span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;"><br /></span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;"><b>6. Source and Creator Credit</b></span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;">The source and my name were added because citing your data and context information is essential, including crediting any images used and giving yourself credit. </span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;"><br /></span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;">The box design around my name was inspired by the title card intro to the live-action show <a href="https://www.youtube.com/watch?v=Yq2N-9EmedA" target="_blank">Cowboy Bebop</a>, which is based on the hit anime. I take a lot of design inspiration from not just data visualizations but also films, shows, documentaries, advertisements, art, packaging, etc.</span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;"><br /></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSiPypH7jnXbTzTglv3hp7nqQRQtAzNBDUAD-c-9YpSBdKx4VkHBC3IJv3Qm4JPckogTNDEwhpxCqnyWdO7ueipgn4A02OBOWTrRqziNQfer5jb9iGwh3ZrxDlt5U30RrbgcFbm15RZcc51Kjkasd4RqkaKjPGh3cAM4wIfPEk_93bgIfMMKDNQ8N78x2p/s16000/Damola%207.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;">Here is the final background layer:</span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;"><br /></span></p><p style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="font-size: 18.6667px;"><br /></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhWhTOhzJYtrpCjJ8pcBeJ1k04tC7CW0nqkEsiiSN7oliGoxvPHoPh36nH5D8XQaqlwuyD3qiBFUxO6wlLLBYWOHsC1sN5YncPLRU8CgpiFPR5RV9hCE0zl9LK2vkdbp_N2Np_Oo7Mh1QktC-mpvwk2VxhkIkqT1u0a-ji-q_LnlDWtYBeXOydNUIN7TImM/s16000/Damola%208.png" /></div><br /><br /><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Rounded Edge Squares for Better Brain Navigation</b></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I opted for rounded-edge squares instead of sharp-edged squares for reasons adapted from <a href="https://www.logicdesign.co.uk/blog/why-do-we-have-rounded-corners-website-design/#:~:text=Rounded%20corners%20are%20psychologically%20associated,and%20responsive%20to%20this%20shape." target="_blank">Why Do We Have Rounded Corners in Website Design</a>, covering the psychological impact, brain processing, and making content more digestible.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Rounded Edges Give Psychological Sense of Safety</b></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Sharp edges evoke an instant sense of danger, with associated emotions of pain, fear, and detachment. Even on a digital screen, the brain prefers rounded corners over sharp ones.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiCIVvgqx7iYfmxo9X78YkJyoON1KdKwmE2qgxzw-NLlYWAVsrP7jReKn-N_ZTZn3sWShnW1TKpX_X4TwnxVu25UtgK_7iQ082O-Mu-Nr5zh5-aZ3ONL1-Ku3J4AISdL4K1C08Tk87ghUzVYqZZVnwBsRHOZeGsWRfAOpFflkXXbY4i_ta4yt-u7115z7At/s16000/Damola%209.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><br /></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;">Rounded corners are psychologically linked to feelings of safety, approachability, and friendliness. The smooth curves convey a sense of harmlessness and eliminate any perceived threat. Even on a screen, the brain tends to be more connected and responsive to this particular shape.</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;">Additionally, the rounded corners draw readers' attention to the content by evo<span style="background-color: white;">king a sense of warmth and trust. And who does not want to feel safe when thinking about driving?</span></span></div><div><span style="background-color: white; font-size: 18.6667px;"><br /></span></div><div><span style="background-color: white; font-size: 18.6667px;"><b>Rounded Edges are Easier for Brain Processing</b></span></div><div><span style="background-color: white; font-size: 18.6667px;">Sharp corners trigger a negative response from our brains and pose a cognitive challenge. The abrupt edges of a short rectangle disrupt our thought processes, requiring us to navigate from one point to the next. In contrast, curves align with the natural movement of our eyes.</span></div><div><span style="background-color: white; font-size: 18.6667px;"><br /></span></div><div><span style="background-color: white; font-size: 18.6667px;"><br /></span></div></span><div><div class="separator" style="clear: both;"><span style="background-color: white;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjlNzQl3RvQwTDMoJbxi8Lv4v5E4MHYVxFqKPtwxprdOJxAuSsIQ-VX8L7A1Yn6WnXbPgXjuk6Fb7eUZc6efaqqwALUk9gWiegEBnjeiUJ72ee7GUtde-0QH5ZGsoSOh77SPMWBAORAOk49aw_lClLxlWElsyaRq_4UCFDyel3oh_92R7reKXRC-FV9j5wz/s16000/Damola%2010.png" /></span></div><span style="background-color: white; color: #404040; font-family: Palatino Linotype, serif;"><br /><br /></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="background-color: white; font-size: 18.6667px;"><br /></span></div></span><div><span style="background-color: white; color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;">Rounded corners eliminate the need to reach specific points, ensuring a smooth and uninterrupted cognitive process.</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;"><b>Rounded Edges Make Information more Digestable</b></span></div><div><span style="font-size: 18.6667px;">Rounded corners guide focus to the center of an area, enhancing information absorption. In contrast, sharp corners divert attention away from the center.</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;"><br /></span></div></span><div><div class="separator" style="clear: both;"><span style="background-color: white;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi3fE7O4ZCp7eqzTm7_o6_M3ao_JKM42FfG28Ete0slMjgo7vLAtkfwQ0BhpYdFDO7mxKtGAHp2N4uZh3gtkqDgeH-9xyOwQD-IbF8wl4L08dtiC7DhHb4Ndnvm6iBgEsFvV9Xqmm9cAgZxDG5c6ar95r5L6Um4TPTUnbECFAglP4k1m-DdWaFL2JHyeGEO/s16000/Damola%2011.png" /></span></div><span style="background-color: white; color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div style="background-color: white; font-size: 18.6667px;"><br /></div></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div style="font-size: 18.6667px;"><span style="background-color: white; font-size: 18.6667px;">The distinctiveness of round-cornered containers in a grid format provides clarity and a calm</span><span style="font-size: 18.6667px;">ing visual experience. Sharp corners in a parallel grid create confusion, making it challenging to distinguish between containers and distract readers from the visualization.</span></div><div style="font-size: 18.6667px;"><span style="font-size: 18.6667px;"><br /></span></div><div style="font-size: 18.6667px;"><span style="font-size: 18.6667px;">I do want to provide one caution about rounded corners, however. When you look at the image above, you undoubtedly experience what is called the Hermann Effect - the illusion that there are circles in the location where four squares meet. You'll see it in both examples, but it is accentuated in the grid of rounded squares. This can be distracting to end-users, so when designing data visualizations, it is important to keep this in mind. However, when I ultimately applied the shapes within my map, I personally did not notice this effect so I proceeded with more aesthetically pleasing option of rounded squares.</span></div><div style="font-size: 18.6667px;"><span style="font-size: 18.6667px;"><br /></span></div></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;"><b>Creating Custom Shapes in Figma</b></span></div><div><span style="font-size: 18.6667px;">I created the rounded edge squares in Figma. You can do the same via the following steps:</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;">1.Go to shape tools > rectangle </span></div><div><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6zfyc-K5T2qF1xNyo7q9KiScH1MQSfmzikh9kajsYJc6PZ9H40-QSAMbHh2En9Ml95AwqR_1wSXTgV_LRj-nA3GqqLy5nryhk4_I80h33_JNG592WyVxs3-OAy7CdoUcjdDIwJkDGi9HACwRo6N4XqAZ7lSHkrr-HVNylccn2ti3yHEDrWLGxklzm0EtM/s16000/Damola%2012.png" /></div></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;">2. Draw a square</span></div><div><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0j9VkqFtnkXEtJZSRjm1qt8aVOJkT5z-5WL5ZGNR0lI2ZJYWwVzr-B4aXJKQtzOcFX1o-5hgtEL_wf5GYrW85pHKsIoVJRq5afQetEW2T4lGQT_AU4I1hohe_IarEk9ljgt8EoGXkeb7RfxRUIk_3KClVIMxuu_UAlm9ZcVgRXHa_728E2bb6UUBh5gXV/s16000/Damola%2013.png" /></div></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;">3. Adjust the width, height, and corner radius of the square (W25, H25, CR5)</span></div><div><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgGCkk0u4uqOKUUHoUb6k6gHIouDFJV50BpdF3dhS1iXtuIy_C-JfXtPK_WbsZkR43C5vjrWNFMo7k__u4emtwIRIc_XSflB98-6CC84je6zpS_cHoirn9BB1Dup-1_k9MABLVT-mG0hzo1qQsFZu0mCusEjJAdc1PW8SJiPpNJKPThxzVhIAZo1OLMS8sv/s16000/Damola%2014.png" /></div></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;">4. Export the shape as a PNG image</span></div><div><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiK2NJ_qpVTPnDsj1L7DtyAh5ISOYf3nXwh4Rnp1vPpKrJsWGToHmFb4jsEM0NFVDcqH8vj0z9pTzYNr2UO6jNaA5MYuP2f7DeLLgcGgSggYe085lAeVgq2FzCpZ4rnQqoh1USssx90JjUIRZkcDw4UKiAqQYtepCDpi7j1LPDP2K_FlFZ_-GYUDWrYyFCv/s16000/Damola%2015.png" /></div></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;"><br /></span></div><div><div><span style="font-size: 18.6667px;">Now the exported PNG was ready to be added to a Tableau workbook.</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;"><b>Importing Custom Shapes into Tableau</b></span></div><div><span style="font-size: 18.6667px;">To import custom shapes I used the Tableau Custom Shapes process:</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><ul style="text-align: left;"><li><span style="font-size: 18.6667px;">Go to My Tableau Repository > shapes folder.</span></li></ul><ul style="text-align: left;"><li><span style="font-size: 18.6667px;">Create a new folder for your custom shape and name it "custom shape" or something else helpful or specific to the visualization. </span></li></ul><ul style="text-align: left;"><li><span style="font-size: 18.6667px;">Save the new custom shape into this folder.</span></li></ul><ul style="text-align: left;"><li><span style="font-size: 18.6667px;">Select "Reload Shapes" in your shapes palette to load your custom shape in Tableau, then select your new shape.</span></li></ul></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;"><b>Creating the Map</b></span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;">I added the country-driving data and map layer as two separate data sources in Tableau. The first dataset added was the "Side of the Road Countries Drive," which I created earlier from the three data sources. The second was the map layer "World Tile Map_updated," mentioned before from <a href="https://public.tableau.com/app/profile/neil.richards/viz/Week44Thecountrieswiththemostbankholidays_1/multi-colourHEX" target="_blank">Neil Richards Bank Holidays data visualization</a>. Once both data sources were added, they appeared in the Data pane as follows:</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><br /></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span id="docs-internal-guid-66acd767-7fff-4b1e-07a4-6a1a206197fc"><span face="Arial, sans-serif" style="color: black; font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"><span style="border: 1pt solid rgb(0, 0, 0); display: inline-block; height: 96px; overflow: hidden; width: 573px;"><img height="96" src="https://lh7-us.googleusercontent.com/VO1hRkDJrtrUY22c11_wBliMrDYD8_xdzY9bvTOxb_ASpBLLNAzRDFyJBo8oMLTmsvFE3Wbt_Y1XQSxNdz8TBmqF0jOKJ2PYd8rd_mJXs4bptGkyphl5CcIAYWeEzNJUfPDRWy33TcgdDczDCMDuQtU" style="margin-left: 0px; margin-top: 0px;" width="592" /></span></span></span></div></div><div style="font-size: 18.6667px;"><br /></div></span></div></div><div><span id="docs-internal-guid-04e8e312-7fff-6a95-fd15-84ca795c5408"><span face="Arial, sans-serif" style="background-color: white; color: #131110; font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"></span></span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">The two data sources were then linked via the “country” field present in both data sources.</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">One issue I encountered was that some country names in the tile map did not initially match the driving data source names because of different wording for some countries. I fixed these manually in Tableau. To resolve errors like this, check out <a href="https://help.tableau.com/current/pro/desktop/en-us/maps_editlocation.htm" target="_blank">Edit Unknown or Ambiguos Locations</a> for a helpful walkthrough. </span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Continent and Region Context Chart</b></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I added an additional chart to provide more context that may not be as easily comprehended with just a map.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><br /></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span id="docs-internal-guid-82ac5ea0-7fff-3a14-37c8-0fa4a187d48d"><span face="Arial, sans-serif" style="font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"><span style="border: none; display: inline-block; height: 243px; overflow: hidden; width: 285px;"><img height="243" src="https://lh7-us.googleusercontent.com/mBknWAuyX33SnaoUZ6vZArjKPqgkWFhKudpTZAq8ruZjRForE_xctYWLP005jlETbaP0r_dHb617W_0hhk69A4gw9LDPethkd3wEFfKJyidTG167tGX3nrxYkhd-doNxkng9ZYvK_G3zdaPjmf7Acfs" style="margin-left: 0px; margin-top: 0px;" width="285" /></span></span></span></div><div><br /></div><div><br /></div><div><br /></div><div style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="font-size: 18.6667px;">The chart is a horizontal bar chart using the [Region] field in the data source to create regions with a simple IF THEN calculated field as follows:</span></div></div><div style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="font-size: 18.6667px;"><br /></span></div><div style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="font-size: 18.6667px;"><br /></span></div><div style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span id="docs-internal-guid-3ac458bd-7fff-bbb0-1b04-dccc76226fca"><span face="Arial, sans-serif" style="color: black; font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"><span style="border: 1pt solid rgb(204, 204, 204); display: inline-block; height: 210px; overflow: hidden; width: 331px;"><img height="221.64817749603802" src="https://lh7-us.googleusercontent.com/H0DPfF9t_Lha0Yh8b_TBwSJF4AWDTW5YooQH_5ppy8i4O3DZ6-T06hJWdPmqB1n4NfzfNm6NaBS4OMDG5G1VzDpvcWsx7IjRzevsH9cMiROzKSnHa9CVhsk2JTrJaVTXp4G8FJU4Azx-RdqHYsFiiSM" style="margin-left: 0px; margin-top: 0px;" width="331" /></span></span></span></div><div style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="font-size: 18.6667px;"><br /></span></div><div style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></div><div style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="font-size: 18.6667px;"><br /></span></div><div><div><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span style="color: #404040;">The </span><span style="color: #ffa400;">[Region] </span><span style="color: #404040;">field was then used to show the subgroups (continents within each Region). The size of each bar is proportional to the number of countries with LHT and RHT within a specific continent.</span></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">By adding this chart, readers can see that the Caribbean, Southern Asia, and Oceania heavily favor left-hand traffic compared to other regions.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Combining the Background and Chart Layers</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Remember the background created in Figma? Well, that was imported as an image into Tableau. The Figma background, map, and context chart were made to be floating in a dashboard sheet, with the map and chart overlaid on top of the background.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgXck1qQuRH28pRwph1EEo4xQqJJZCRVjOq-4IOP6dgcrYhyYWvfT1zGocAHk-Omfl915SfjZ0pj0fMQmIRndQrVidxm0Zac56Q-A_a3c-lmpQWjvD6o4rVOHPCEZz2-N3YUJW-OUrU3LR1gr_mMbLKNo3rOuQgRk5cwX6TcuqLX7VK3qBpvV0NiLqbpi3b/s16000/Damola%2016.png" /></div></div><div style="text-align: center;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Figma background + Tableau chart layers</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Because a lot of the text is from Figma, I added an image layer over the text and included the information as Alt text for screen readers to make it more accessible.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">After all of this, my <a href="https://public.tableau.com/app/profile/adedamola8122/viz/WorldTileMap_16575095454150/Dashboard#2" target="_blank">Countries That Drive on the Right or Left</a> data visualization was complete!</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>Design Journey Recap</b></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In summary, I navigated through the initial stages of the design thinking process, delving into brainstorming, sketching ideas, data collection, and the creation of the background layer in Figma, outlining my design choices. Additionally, I briefly touched on the process of crafting the map and chart in Tableau.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The resulting visualization effectively showcased the prevalence of right and left-hand traffic across countries, regions, and continents. It not only offered historical insights into driving norms but also addressed critical questions surrounding why certain countries adhere to one side over the other and why some made switches.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Distinct patterns emerged, revealing the correlation between driving norms and continents/regions. The utilization of tools like Tableau adds an engaging dimension to answering questions and sharing findings with a broader audience.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Feel free to explore my <a href="https://public.tableau.com/app/profile/adedamola8122/vizzes" target="_blank">Tableau portfolio</a> for additional data visualizations, and stay tuned for upcoming creations!</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I’ll conclude with a photo from our road trip:</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span id="docs-internal-guid-fe7dbc0e-7fff-3a07-d24b-a150ed390c2d"><span face="Arial, sans-serif" style="color: #4a86e8; font-size: 11pt; font-variant-alternates: normal; font-variant-east-asian: normal; font-variant-numeric: normal; font-variant-position: normal; vertical-align: baseline; white-space-collapse: preserve;"><span style="border: none; display: inline-block; height: 468px; overflow: hidden; width: 624px;"><img height="468" src="https://lh7-us.googleusercontent.com/qj6FFc0gMALMq52eypeyrMXZtI25FRPE1InVhhOnhd84wwS6ASus_maczOFHbuAQVWlBQlyjzJm8bex7bOK0F2w-_iyJSqB2WtKyPnlbJct5HgMjfDt-lRLDineCL-YXscYwIFUb53DD3WXEpTob_Jo" style="margin-left: 0px; margin-top: 0px;" width="624" /></span></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="font-size: 18.6667px;">I hope you found the journey through my design process informative!</span></div><div><span style="font-size: 18.6667px;"><br /></span></div><div><span style="font-size: 18.6667px;">-Damola</span></div><div style="font-size: 18.6667px;"><br /></div></span></div><div><br /></div></div><div><br /></div></div><p><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as <b>Tableau Lifeline</b> (get us for 1 hour to help solve a sticky problem), <b>Fractional Data Hero</b> (get us on your team for N number of hours a month for whatever you want us for), <b>Tableau Training</b>, and of course, <b>project work</b>. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p></div><div><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span><span><span> January </span></span></span><span><span><span>22</span></span></span></span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span><span> 2</span><span>024</span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-24778185729902063482024-01-16T06:30:00.001-05:002024-01-16T06:30:00.133-05:00Using a Donut to Filter Another Chart in Tableau<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEieeM3ZroDWVcVIZjGi5WXPkVGoermej_25FWSa31K5tforjYnLVJSogrE95xsYPkwj-WlRYPkWGtxisATUqMudFlJidxbrBk7c20IH9XAFhomQEiGSA1BNTeNDP1xtTSBSFHYvVha8ddouLsq4_mtXVEHEnhMKNXjFm7XTxtrYJugIAcqozsfa_e1w0V6W/s862/Heading.gif" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="595" data-original-width="862" height="221" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEieeM3ZroDWVcVIZjGi5WXPkVGoermej_25FWSa31K5tforjYnLVJSogrE95xsYPkwj-WlRYPkWGtxisATUqMudFlJidxbrBk7c20IH9XAFhomQEiGSA1BNTeNDP1xtTSBSFHYvVha8ddouLsq4_mtXVEHEnhMKNXjFm7XTxtrYJugIAcqozsfa_e1w0V6W/s320/Heading.gif" width="320" /></a><br /></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In November, </span><a href="https://x.com/jreevers5/status/1711797945647903073?s=20" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Jennifer Dawes
issued a challenge on Twitter</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> (Yeah, I know the name changed, but I’m
gonna keep calling it Twitter…). She was attempting to use a donut chart to
filter another donut chart. To build a donut chart in Tableau, the typical
approach is to use a dual-axis chart where one axis is a pie and the other is a
white circle that sits atop the pie, creating the donut hole. Jennifer needed
to be able to click on one donut and filter the other. The problem is that,
when you click one “slice” of the donut, Tableau selects that entire pie slice
as shown below. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgI1X6eL9yL6bpiUWVfLSpxEP5nI1XuB1YLth1pbjIFL8VGu-ptjTxsnfMfeu8sMp90nm54Mh6aGJouAdJ1htguWzVVyCSTjJ1IXsDgUzH-bY_yHNaUCfqZA2oSH8zR6eFdoXhlvwCHS2LSxNJDifL5zxd-QhUwjeSG8e1JvpdJGsD7jpPlw55nqZbiEIPS/s16000/01.gif" /><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This creates an awkward and confusing
user experience, so she wanted to find a way around this. The Tableau Community
is amazing so some of us jumped in immediately to try to find a solution to the
problem. In this blog, we will share a few potential solutions we tried and
some of the drawbacks we encountered along the way. Feel free to follow along using
</span><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/DonutFiltering_16970309726100/Original" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">the workbook on
Tableau Public</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Float the Donut Hole<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Kevin had a quick and dirty
solution—instead of creating the donut hole with a second axis, create a
separate sheet that is just a white circle with the total sales label. Then
float that over the pie chart, creating the donut hole effect. Since this is a
separate chart that floats over the pie chart, it’ll cover up the rest of the
selected slice.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh_cQZQ68wjaGr4expiVOgzg-MVUkBdL8wAcSsLPHaEEi0EqdtxMawa-5Pp8ihI56TO_nYWU1lB9D6pvsX0eH_-zE438K_mblWYVRJM2zUSNNLGLnE8724cIsxYwVL_50_kRYRyNOS_VWlvdObc_7RGYRsHjl6V7TpQuHUJrHmiujh29x2UBsyX7WbZrCXm/s16000/04.gif" /><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This works pretty well, but it has a
flaw. The floating sheet is a square and that square covers up large portions
of the pie chart behind it. If you click on a portion of that square, it won’t
select the pie behind it. In the end, unless the donut hole is very small,
you’ve made it quite difficult for your users to click on the donut slices.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiFHTD4trWUADrpK9KDAvwla8ubF8Y2uxE0NUo6yFbjoJv1kqn9pz47W0shaXuNN0QJ3cUY__R73HkMXRnyEFhyAPe3ocFQ8Yj0aT1pq2eNeyv_V5od-O1xw65UWyjo79t5iYXmfssS4bDfZKgUMwKJbSWFmwrlEVMCVrp658-EPfwkx2OkTb2XgmEb_u0c/s1600/05.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Map Layers<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://twitter.com/DataPlusScience" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Jeffrey Shaffer</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">, a member of the
Tableau Visionary Hall of Fame, thought that perhaps map layers could provide a
solution to this problem. Essentially, we could create the first donut chart
using map layers, thereby allowing us to have more than the two “layers”
allowed by dual-axis charts and that might provide some flexibility. For this
solution to work, we need a geographic field—we can do that by creating the
following calculated field:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Layer<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #a6a6a6; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-themecolor: background1; mso-themeshade: 166;">// Create a single
geographic point for our donut chart.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #3975a2; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">MAKEPOINT</span><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">(0,0)<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">We then drag
that onto our view as many times as we like to create our different layers. As
with any donut chart in Tableau, we start with one layer for the pie chart and
one for the donut hole (a circle mark). <i><o:p></o:p></i></span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Note: There
are some other tricky bits to this. Making the pie and hole marks big enough
and just the right size is difficult (I used a parameter on each size card).
And getting the pie chart centered is also a bit tricky (I used the “pan” tool
to move it into the right spot). To see these solutions, please look at </span></i><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/DonutFiltering_16970309726100/Original" target="_blank"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">the
workbook, available on Tableau Public</span></i></a><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">At this point,
the result is pretty much the same—when you click a pie mark, Tableau selects
that entire slice. Jeff’s first solution was to make the filter action trigger
on hover. By doing that, the slice never gets selected so we never have the
problem (Note: This would also work without map layers).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEidDLIfcPIwo35-TEKb3OznxBbxepbjbKk8GJ_cmJe9KvB2pOi7NHzeYDu4_de27HFsjWU82fyozhSJClvVsemHbOD2PWZ5pnOLB_2Tn6Zxbl3UP-3APHqwf6Mb2FtQHokDh-5u35dIcDxm_a1YtSi7v24Eig4Xgc2XjA-C8BNKzFQvCNc7pvGMVp-_JRUm/s16000/02.gif" /><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">It still gives
a sort of highlight of the pie as you hover, but that’s not a huge deal. But
what if you want your users to actually click the mark to trigger the filter? Jeff
had a clever idea for this—what if we create a third map layer that is a sort
of invisible clickable pie so that, when someone clicks the donut chart,
they’ll actually be clicking the invisible pie? And, since it’s invisible, it
won’t matter if it’s selected. So he created a third layer with a pie chart,
then assigned the </span><a href="https://www.flerlagetwins.com/2021/10/introducing-transparent-color-hex-code.html" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">transparent
hex color</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> to each section. I was personally
feeling pretty good about this solution, but it didn’t quite work as expected.
Unfortunately, that transparent hex color doesn’t remain transparent when a
mark is selected, so we end up with a white selected pie slice.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEHtSI_hz_UxBRzXtSfKJBj4UYih6jU0I-AUqu2IL2JVdGHCEixIIFKgrZ8-6cXbLpfzEiGwPuSLjaGRltJ44qVLgxe9M7eIQIiutnTqM6J5cJeawv7IOfxViW0bB4HPrYNQZZ74f6-X7YbeCGj8e6_Mfz_bjuJktM-j63M6w4LiuNgNXHJLm5PXxaRVCy/s16000/03.png" /><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">So close!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Fake Highlights & Filters<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Several of us had the idea to try a
few of the “fake highlight” or “fake filter” techniques that the community has
invented. The fake highlight techniques use a highlight action to force a mark
to appear that it’s not selected, while the fake filter techniques use a filter
action to force the sheet to be filtered. Since mark selections are reset when
a sheet is filtered, these techniques essentially deselect the mark. There are
three primary techniques that I’ve used:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://domoorewithdata.com/2022/03/02/it-depends-methods-for-removing-highlighting-in-tableau/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Brian Moore’s
Fake Highlight</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://www.phdata.io/blog/automatically-deselect-marks/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Yuri Fal’s Filter
Technique (as Documented by Luke Stanke)</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://playfairdata.com/how-to-make-a-boolean-toggle-in-tableau/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Ryan Sleeper’s
Filter Technique</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">
(part of a larger blog on Boolean toggles—see the very end of the blog for this
specific technique)<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I love Brian’s technique and use it
regularly, but I suspected it might not quite work in this case because it does
sort of keep the mark selected—it just removes the grey highlighting in all the
other marks. So, in this case, it would remove the grey highlight on the other
pie slices, but it wouldn’t necessarily force the donut hole to be in front.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg6-vF3y2hSXzbaEL4CN-V2awIBVoYGOvPfne76b8b6Dag2iRJpSgV7vMXWKzT7MbNr0zQRr5Jui35wFAL9sM1i3MIgM9g10J71yZoXk1pGY2vmUwVBVYPtslY76rmMnWHiL7neGCVhILAnzRwatQmTFNYXwxs02Hs_C6pWes5ACSbtbqjJlVGxnYhnuQnn/s16000/06.png" /><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Next, I tried Yuri and Ryan’s
techniques. I’ve used Yuri’s with some success in the past (though I’ll admit I
don’t really understand why it works), but I’ve run into some problems where it
works differently on the web than on Desktop. Ryan’s technique is one that I
recommend all the time and it works in many scenarios, particularly the Boolean
toggle scenario shared in the blog. But neither of them quite worked in this
scenario either—the pie charts still remain visible above the donut hole.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Forced Filter<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">With none of the “fake” options above
working, I decided to turn to a trusty method that has never failed me—<i>forcing</i>
a filter. I first learned this technique from </span><a href="https://twitter.com/j_olsufka" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Jacob Olsufka</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> when he and </span><a href="https://twitter.com/RodyZakovich" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Rody Zakovich</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> employed it for
a color-changing toggle in their </span><a href="https://public.tableau.com/app/profile/datavizard/viz/TriplePlayArt/Art" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Triple Play Art</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> viz. I’ve shared
this technique previously so I won’t go into a lot of detail here (see the
How-To section of </span><a href="https://www.flerlagetwins.com/2023/08/custom-filters.html" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Customize Your
Tableau Filters</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">
for a bit more detail), but the technique essentially entails relating your
data to another data set that contains two rows. We then use filter actions to
force the sheet to toggle a filter between those two rows. I’ve used this in
countless scenarios and it has always worked for me since it is <i>always
</i>filtering the view. So, I gave it a try in our pie chart scenario and voila, it
worked!!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhw2CEGYNbc3mt4BCnGNDC7dw-i76Kn5Rj7LO3sm_BujAr1Q-tHBDECZUgq_QNTQ-qQoLivRCjcLUsJPsreUCQYbqQQKWcdLwDu_RvuEdlOC6tzfIVyffnWfk9tVoFPH-1s-_QFmBCkKUxjnUj8fRzf7MhNAbEXcJO-Gx2rAQ_NpppPYG3SfIfXIrVTvEVM/s16000/07.gif" /><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">It does have a couple of strange
problems. As you hover, you can see the entire slice highlighted and, when you
click, the entire slice is temporarily visible before it disappears. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: This problem is even further
exacerbated if you have animations turned on, so I recommend turning those off.
<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">The reason we
see this behavior is because the viz is being rendered client-side. When rendered <i>server-side</i>, the amount of interactivity is reduced, so what if we
<i>force</i> it to render server-side? I created a new sheet using a polygon
mark, floated it on the dashboard then used the coordinates in the Layout pane
to push it beyond the bottom edge of the dashboard (essentially making it
invisible to users). Polygon marks cannot be rendered client side, so this will
have the effect of forcing server-side rendering for the entire dashboard.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhFk7uq61jsEmBxqkUYxt-_DJ6P1lv0YkVVnodsty5FAuV6PLoOFHXzVezz8IlZ0WwYgojAZzFwbcaZNXyo4fAESpcWZOL7iZ1s2SpWvg0h95loGk4h2cKYW4AaVlnPbglKR1xii7CEevOJ_xwd5yiQJ6shvwRmqizdxCINdF-7W5xoAWCKfQ3ZnXymls3H/s16000/08.gif" /><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">And, with that
in place, I think we’ve got it working exactly as we intended!! That was way
harder than it should have been!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">But, I think
there are a few other solutions we should consider...<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">What About Polygons?<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">One option would be to dispense with
the pie chart-based donut chart altogether and build our donut chart using
polygons. We’d simply draw the outside portion of the donut chart. And, since
there are no pie slices, we wouldn’t have the same problem as we’ve detailed
above.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I’ve previously used a </span><a href="https://www.flerlagetwins.com/2018/06/sunburst-template.html" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">sunburst template</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> to create a
donut chart (in the blog, I even talked about the problem with selecting a pie
slice) and I’ve also created a </span><a href="https://www.flerlagetwins.com/2022/12/half-donut.html" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">template for a
half donut chart</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">.
So, creating a donut chart with polygons is clearly doable. The problem is that
it’s hard—it requires data densification, trigonometry, and more than a few
complex calculated fields. In my opinion, that’s far too much work just to solve
this problem—the juice isn’t worth the squeeze. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Choose a Different Chart<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">A final option is perhaps the most
obvious. Kevin suggested just using an entirely different chart. If you wanted
the same basic idea as the donut chart, you could just use a pie chart. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiftVsLkBkRe5M_w48uPyd8A6Hy4DpfE6mQBmKEcYHGQ3xLaaJOjMYUyT7myCD3agyu7KsgSYv13Su4lbIq3kmCT2FHcoP0EvblANyQhL2VjFL0eepbzHHkAnD66C2zxZ8_5-hkv9kjzcz6npzwCNgNWsZdbjb0c9Uvu_0FcRJWzADgETd03frrUJ4_9PX2/s16000/09.gif" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This works well and doesn’t require
any of the hacks we discussed previously.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Another option would be to leverage
bar charts. That would also be easy to build and would have the secondary
effect of making it easier to see exact precision in the different categories
and sub-categories.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Closing<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Okay, well that should cover it. We
thought this was such an interesting challenge that we couldn’t resist trying a
few things and writing about it. While I think this is a somewhat niche use
case, the underlying problem of deselecting a mark is one that I run into
frequently, so I’m hopeful that some of the different techniques shared here
could come in handy for you in the future. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Thanks for reading!! As a reminder,
you can see all these examples </span><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/DonutFiltering_16970309726100/Original" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">on Tableau Public</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">.</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Ken Flerlage, January 16, 2024</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://twitter.com/flerlagekr" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Twitter</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">LinkedIn</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">GitHub</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Tableau Public</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></p>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com1tag:blogger.com,1999:blog-3178813192704651028.post-50277145591080246172024-01-08T08:40:00.000-05:002024-01-08T08:40:00.486-05:00Our Top Ten Favorite Tableau Vizzes of 2023<p> <span style="text-align: center;"> </span></p><div class="separator" style="clear: both; text-align: center;"><span style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh4hrWx_L0Ue_koQoDq183PiEIzFYgZxMRJTiTYWda8pXteIVpjGkIfTSOIVL8bAGwSYIMsB7ncY3DhYItTvFQiog_GL_EjUTLsaTraWnjeouSh39U9rK7WIfiSoVzu07iAgQcuywWSbR8YlPozz_AAOu20w4NUwPeJCVKvGSqrLbucVMiqHbPsFRU8vJX-/s880/Title%20Image%20Favorite%20Vizzes%202023%20-%202.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="834" data-original-width="880" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh4hrWx_L0Ue_koQoDq183PiEIzFYgZxMRJTiTYWda8pXteIVpjGkIfTSOIVL8bAGwSYIMsB7ncY3DhYItTvFQiog_GL_EjUTLsaTraWnjeouSh39U9rK7WIfiSoVzu07iAgQcuywWSbR8YlPozz_AAOu20w4NUwPeJCVKvGSqrLbucVMiqHbPsFRU8vJX-/s16000/Title%20Image%20Favorite%20Vizzes%202023%20-%202.png" /></a></span></div><span style="text-align: center;"><br /><div class="separator" style="clear: both; text-align: center;"><br /></div></span><p></p><p></p><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">In late 2021, Ken and I chose our <a href="https://www.flerlagetwins.com/2021/12/our-top-ten-favorite-tableau-vizzes-ever.html" target="_blank">favorite Tableau Public vizzes ever</a>. Then in 2022, we started an annual tradition of choosing our favorite vizzes of the year, <a href="https://www.flerlagetwins.com/2022/01/favorites-2021.html" target="_blank">this time was for 2021</a>. We continued that tradition in <a href="https://www.flerlagetwins.com/2023/01/TopTen2022.html" target="_blank">2022</a> and are doing it again for 2023.</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> In this blog post, we will reveal our top ten favorite vizzes of 2023 starting at number ten and moving down to our favorite viz of the year. For each, we will provide a small screenshot, but we encourage you to click on the links to see them in their full glory. Please note that although I am composing this blog post, all of the selections and commentary were developed as a team between Ken and me.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">But before we press on, we do have some ground rules. Some of these rules have been slightly modified from previous years.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>1) Data Visualizations Only</b>: Throughout the year, people create some absolutely amazing and incredibly useful instructional workbooks on Tableau Public. We love these so much, but for this list, we will be focusing on “pure” data visualizations only.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>2) No Flerlages</b>: We can't pick any of our own vizzes or each other’s.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>3) <a href="https://public.tableau.com/app/profile/brian.moore7221/vizzes" target="_blank">Brian Moore</a> Rule</b> (also known as the <a href="https://public.tableau.com/app/profile/adam.e.mccann/vizzes" target="_blank">Adam McCann</a> Rule): We will pick no more than one viz from any single author (note that if we allowed more than one, Brian would have, in fact, had more than one).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>4) Attribution</b>: we chose these vizzes because we love them. We will do our very best to provide information about the author's original inspiration and give attribution if applicable. That said, we did not create these vizzes so we simply may not know where the author was inspired.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b style="font-size: 18.6667px;">5) There are Thousands of Amazing Vizzes</b><span style="font-size: 18.6667px;">: </span></span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">There were soooo many amazing visualizations published to Tableau Public this year, way more than we could ever begin to mention here in this blog post. If you don't get a mention here, don't worry. Keep learning, keep creating, keep inspiring others, and keep doing amazing work!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Okay, before we move on, you might be wondering why the title image shows a mouse wearing sunglasses while dancing at a disco. Well, because it's awesome just like these vizzes!!! And because Bing Image Creator is also one of our favorite things from 2023 😊.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Okay, now onto the top ten!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">10) <a href="https://public.tableau.com/app/profile/thecfelix/viz/100YearsofJulyHeat/100YearsofJulyHeat" target="_blank">100 Years of July Heat by Christian Felix</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="410" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEid94_3UJC8bOwvlVLGViQZt6qIxJ550w7W4bD8RKY-BrAZNR28YE5ZQN4bkE0yzRubHfoKnTLOH5YZXSve1rWaXJMOO-ak0LyQtkJt4D9_8zIDWgjhQftuC0aTnhgzjvjznawJao0rmvd9yxJcBZP9zsbJAqXYsmeUiyAHT1WdXKgKTbSmaJffa806yg_S/w640-h410/100%20Years%20of%20July%20Heat.png" width="640" /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">This viz by Christian Felix, who won the 2020 Iron Viz, is so visually appealing. It looks like something that you'd see in the </span></span><a href="https://nightingaledvs.com/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Nightingale</a><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">magazine. Christian is so talented both technically and as a designer. Although you might not use a chart like this show show business profits, it is still an incredible work of art and the first in our top ten.</span></span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">9) <a href="https://public.tableau.com/app/profile/nur.adhyaksa.hamid/viz/vfsg-video_volunteers/main" target="_blank">Video Volunteers by Nur Adhyaksa</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhkIjgfiogzRChRpoxgp2FuXSczPPe5CN3MDcqvJ7Z9F8mhs-juDCRZ-onlj_Ni5V9otr9O7dfLuYe9SH8xVKcv4W11gvKFCebg4EWvq7B52KQiGUbRiH7QeVYMamT6CHbIYsML82Yc2UJS1VQpqcY9cadN4UHCd1zezZL8mmOoDqHPM1uVsfYmXo1yVNX-/w236-h640/main.png" width="236" /></p><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Nur is fairly new to the community; it appears his first viz was created in October 2022. He currently has 12 vizzes on his Tableau Public profile, which are all great. This one is incredible! It's beautiful, hits on an important topic, and is a technical masterpiece. Lots of data densification in this one! We can't believe that Nur only has 116 followers on Tableau Public. If you want to be inspired, follow him now!</span></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">8) <a href="https://public.tableau.com/app/profile/pradeepkumar.g/viz/CorporateFinanceDashboard_16968780306080/Home">Corporate Finance Dashboard by Pradeep Kumar G</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="406" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjc9FOMieLUndHBOZjR1JnvCtg3g5Qrg3HZ4D4DVsE8zzTWL87sB6uxU5HofPIjf5AjdKAQpBscAyL2sFsNmTpAKuEgttQ55MCcAwes99laJIL7qlPVTdjdo6x0j1tJzn_-sVeRnSHeISNIciWahNBQPRTCB6TegmdnIVGiPikggdu1-p599i1indrmzmHN/w640-h406/Home%20(1).png" width="640" /></p><br /><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Pradeep had a viz in our </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">all-time top ten, our</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">2021 top ten, our 2022 top ten, and this year is no different. He is an absolute master of business dashboards and everything he releases goes viral within a couple days. We'd be willing to bet that he owns 5 of the top 10 most favorited dashboards on Tableau Public. This dashboard has several different views, is perfectly designed, and is the gold standard when it comes to the use of white space. Some may disagree with the use of a gauge chart (and yeah, there may be a more effective choice), but there has never been a perfect visualization...although this one is darn close. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">7) <a href="https://public.tableau.com/app/profile/lisa.trescott/viz/DwightsResume/DwightsResume" target="_blank">Dwight's Resume by Lisa Trescott</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="640" resume.png="" s="" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjbjLaYbtkFbtL-DbCQMWDW9saE0OWMj0P7zDvePy8duzjaPVGITftns9h030wgcSwgZidbZfHap9421h7fdxTQZdWRqaggvn8kgH5VFRnaog8g9j-5xNxQzm8fJjR8-_niaZxe2peBx1wtNOoouht6KvtifknVSIrPMBifYd8SzZwJ6st4kkVQ7z-Uh0L/w458-h640/Dwight" width="458" /></p><br /><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Lisa is one of the most creative and certainly the most witty author that we know on Tableau Public. This resume for Dwight from the Office is beautifully done, but more importantly, absolutely hilarious! On top of that, how cool is it that it looks like it's typed with a typewriter with hand-drawn notations? Ken and I have been arguing for the last hour over who should get to be Lisa's best friend (although we might not be cool enough). Lisa, will you hang out with us at the Tableau Conference?</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">6) <a href="https://public.tableau.com/app/profile/ellen4268/viz/Highleveldash/Scorecard" target="_blank">Consumer Duty Scorecard by Ellen Blackburn</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="380" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjhAW0eASTm9RdCdkibnptIW9E2a2AimuXFq62aOkHZR4xidfT0hxxKVmkH3mxRfWqUSMiBI7WXMDZLQVoXOT1mlFZLbbXtX2F4N2u36oE7hbYuDAGdYqbgHp9IYEUY6W5AMNu2SsZPX95K7U1rZD12yXBg-Zi5Sqk1ejulrS2tWEuTMyymBTftErdWQ0Q1/w640-h380/Scorecard.png" width="640" /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Ellen's business dashboards...dang! She is an absolute master of keeping things clean and organized, while using color absolutely perfectly. This dashboard does exactly that. To be honest, we could have picked any of her 2023 vizzes to add to this list, they are all so well done. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">5) <a href="https://public.tableau.com/app/profile/adedamola8122/viz/NigerianHeadsofState311/NigerianHeadsofState" target="_blank">Nigerian Heads of State by Adedamola (Damola) Ladipo</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="398" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6_9PlxD6IAJOZtwIZiQyHHB7cua-YU1QFkALt3QNdlGK0Yez020reBifMR_fvqoZAIFP3tW_K1M2FhNtPVNBsNoa5KoveepRNKgjsSlNeMAIB0f1deQz4kQZXjJZ8LpYdpMmhibDCKF6Plk3DpfVfKEJ4Mjq0CAW_xYIzGm0t-G50d9ENeZlcghq7Z-UH/w640-h398/Nigerian%20Heads%20of%20State.png" width="640" /></p><div class="separator" style="clear: both;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi6_9PlxD6IAJOZtwIZiQyHHB7cua-YU1QFkALt3QNdlGK0Yez020reBifMR_fvqoZAIFP3tW_K1M2FhNtPVNBsNoa5KoveepRNKgjsSlNeMAIB0f1deQz4kQZXjJZ8LpYdpMmhibDCKF6Plk3DpfVfKEJ4Mjq0CAW_xYIzGm0t-G50d9ENeZlcghq7Z-UH/s1449/Nigerian%20Heads%20of%20State.png" style="margin-left: 1em; margin-right: 1em;"></a></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Damola is one of our absolute favorite authors/artists on Tableau Public. He is not only super talented technically, but is incredibly creative, and has an extraordinary eye for design. We both also love the fact that he has "a style". Most of his vizzes are one-page, landscape just like most business dashboards. This work of art looks at Nigerian Heads of State using a Gantt chart...a Gantt chart like we've never seen before. As a side note, in the next couple of weeks, we will be featuring a guest blog post from Damola. And if you thought he was good at Tableau, wait until you see how great of a writer he is! Wow...so good.</span></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">4) <a href="https://public.tableau.com/app/profile/jessica.moon/viz/TheDatafamProjectV2/thedatafamprojectV2" target="_blank">The #Datafam Project V2 by Jessica Moon and Denis Kao</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="366" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhtu_Kwoiug9xmSi91MuFgR8c5_9InJZCCuOb7RIsqdih64S59-HEQBhHV8Fs07bAPcqmpKXXeMMvwiW3NUcjoYgomEk1hMInbzgRhzT2PCvzaXv7FUBwR1USKdGLkEFDVRnNGHKtwC7_0_mHCLkp9KFib13jnaZ9o9fjhf5xS36_IGW6ULrhDBaGDZ2Uh3/w640-h366/the%20%23datafam%20project%20V2.png" width="640" /></p><div class="separator" style="clear: both;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhtu_Kwoiug9xmSi91MuFgR8c5_9InJZCCuOb7RIsqdih64S59-HEQBhHV8Fs07bAPcqmpKXXeMMvwiW3NUcjoYgomEk1hMInbzgRhzT2PCvzaXv7FUBwR1USKdGLkEFDVRnNGHKtwC7_0_mHCLkp9KFib13jnaZ9o9fjhf5xS36_IGW6ULrhDBaGDZ2Uh3/s1399/the%20%23datafam%20project%20V2.png" style="margin-left: 1em; margin-right: 1em;"></a></div><div class="separator" style="clear: both;"><br /></div><div><br /></div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">This project by Jessica Moon & Dennis Kao focuses on one of our favorite subjects - the datafam. This is actually version 2 of the project where they dig deeper into the fam by looking at journeys, locations, Twitter, and much more. One of my absolute favorite parts is the Questions section where they ask "Floating or Tiled". Below is an image. And yes, that one is offset...but it was done intentionally because, if we float, we will ultimately have something that isn't perfectly aligned - how creative is that! Instant favorite!</span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><div class="separator" style="clear: both;"><img border="0" height="362" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgN2HoC4CZqceUIOG7XWGhGHoiX5gd_2lorE6tY0j7MZtD3ztuCLUfjEKOLiYBhim_nbx2KALr4pvCPkIKZ9xuS6_FV2ac9zEteFWromqPQiEae2AfLYedyU-GYek0qFYtcNpPuBLUOGFVX3J2CJSLGQnVBSDfoQ3WFkp2jPQj2sKXVshDM5C3U9nQVQWq5/w640-h362/Datafam.png" width="640" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">3) <a href="https://public.tableau.com/app/profile/george.koursaros/viz/StarWars_16819429176890/StarWarsFilms" target="_blank">Star Wars Films by George Koursaros</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihMK4qSHZg6D0kfI2V2jxkqJJ7X4TafCQcnYVcrh7LyH7WsL668j8MU0TNlVLAxskNjo3mi3PhvhHlIgh5vY7V6habPJubjMQx2K-R1kw4GKNlTbnsYX-2J16Ndaa9O1vRXK3VAQDLPe4VVYUeEhiLqDqwhTDCWYSaqqsEEQ61sew4fdey1PVhq2Ep0waP/w568-h640/Star%20Wars%20Films.png" width="568" /></p><div class="separator" style="clear: both;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEihMK4qSHZg6D0kfI2V2jxkqJJ7X4TafCQcnYVcrh7LyH7WsL668j8MU0TNlVLAxskNjo3mi3PhvhHlIgh5vY7V6habPJubjMQx2K-R1kw4GKNlTbnsYX-2J16Ndaa9O1vRXK3VAQDLPe4VVYUeEhiLqDqwhTDCWYSaqqsEEQ61sew4fdey1PVhq2Ep0waP/s1799/Star%20Wars%20Films.png" style="margin-left: 1em; margin-right: 1em;"></a></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">What can I say, George is incredible. Not only is he incredible at Tableau, but also an incredible guy. At TC23, we got the chance to go on "an adventure" with him (look for our upcoming presentation...hopefully at TC2...to hear the whole story). Great dude. Okay, but back to the viz...it's also incredible! I can't say enough about the design, but probably the best part is the interactivity and actions. They are just so smooth, clean, and perfectly implemented. It's stuff like this that just makes us jealous.</span></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">2) <a href="https://public.tableau.com/app/profile/brian.moore7221/viz/TheFellowshipIronViz2023/TheFellowship" target="_blank">The Fellowship | Iron Viz 2023 by Brian Moore</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhE3thlnE94DQhOLO80_iKlNM5j8cu8zD_SGKUHnSrrcRu_Z5xKDAYMZoWumEjWdkaCNWUq0ENZo5-63ROOZ4kNaoFTDoJbqF8I6oYSN3bS-80DqHAuDNhyY0JuP_vzbdA80xxnfQo-k2TDQWu2X1tdnkisT-CZeOYgCk3tO5GvOQfAtOWidyemShuPHme2/w128-h640/The%20Fellowship.png" width="128" /></p><div class="separator" style="clear: both;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhE3thlnE94DQhOLO80_iKlNM5j8cu8zD_SGKUHnSrrcRu_Z5xKDAYMZoWumEjWdkaCNWUq0ENZo5-63ROOZ4kNaoFTDoJbqF8I6oYSN3bS-80DqHAuDNhyY0JuP_vzbdA80xxnfQo-k2TDQWu2X1tdnkisT-CZeOYgCk3tO5GvOQfAtOWidyemShuPHme2/s6999/The%20Fellowship.png" style="margin-left: 1em; margin-right: 1em;"></a></div><div class="separator" style="clear: both;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Well, Brian Moore is the modern reason for the Brian Moore rule (also known as the Adam McCann rule) because everything he does is magic and we could likely fill a top ten list with just his works. This Iron Viz entry focuses on The Lord of the Rings and nails all the judging criteria: analysis, design, and storytelling. I wouldn't be surprised if we see him live on stage in San Diego. But you might not know that every single character in this viz was drawn by Brian in Tableau using polygons!!! WTH? Seriously? Amazing. Simply amazing!</span></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">1) <a href="https://public.tableau.com/app/profile/kasia.gasiewska.holc/viz/Gdynia/Gdynia" target="_blank">Gdynia by Kasia Gąsiewska-Holc</a></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQwpYQsAKc19D7P3P4rluoLEA2x4I0Qs0dM-9KEKGYlkbZJkCxPf6JMQSC_CeuUDxTJ6Lp2kXOSYHJ-Wko8BzSAUvUhALIj-fL9w3C-TBVWgcm8QxdNKqFO4HouP_AGoxVn92LZM5paWGYTbX1RXeLzBIL9Zf1IpWqnd-0pryvDCgGFE34zLfEKFY7iv5B/w454-h640/Gdynia.png" /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Kasia (a regular contributor on our website) lands our favorite viz of the year for the <b>second year in a row</b>! Last year, we picked her <a href="https://public.tableau.com/app/profile/kasia.gasiewska.holc/viz/Diet_16672358611220/Diet" target="_blank">Diet viz</a> and this year, we chose her </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Gdynia viz...and it was unanimous (both this year and last year). The idea is simple, visualize the weather over time...and she did it perfectly. As I wrote this blog post, I started typing up the fact that she used map layers to create layers upon layers of data. But to make sure she did that, I downloaded the viz and wait...she didn't use map layers????!!!! How the heck did she do all of that with just a dual axis??!!! Kasia is so talented, one of the very best that I know technically, potentially the very best with design, truly a Tableau master. Kasia, we might need to have you write a guest blog post about how you pulled this off. Bravo!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Although that's a wrap on our ten favorite vizzes of 2023, there were numerous other vizzes that could have easily made the top ten. Since it was so close, we just wanted to mention those folks. <span style="background-color: white;">The list includes </span></span></span><a href="https://public.tableau.com/app/profile/bea.katona/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Bea Katona</a>, <a href="https://public.tableau.com/app/profile/ben.norland/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Ben Norland</a>, <a href="https://public.tableau.com/app/profile/diego.parker/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Diego Parker</a>, <a href="https://public.tableau.com/app/profile/jeff.plattner4532/vizzes" style="background-color: white; font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Jeff Plattner</a>, <a href="https://public.tableau.com/app/profile/kashishrastogi/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Kashish Rastogi</a>, <a href="https://public.tableau.com/app/profile/kizley.benedict/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Kizley Benedict</a>, <a href="https://public.tableau.com/app/profile/louisyu/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Louis Yu</a>, <a href="https://public.tableau.com/app/profile/nicole.mark/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Nicole Mark</a>, <a href="https://public.tableau.com/app/profile/sam.epley/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Sam Epley</a>, <span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">and </span></span><a href="https://public.tableau.com/app/profile/saveriorocchetti/vizzes" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Saverio Rocchetti</a>.</p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Thanks to all the incredible Tableau Public authors for another great year. We can't wait to see what everyone does in 2024!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as <b>Tableau Lifeline</b> (get us for 1 hour to help solve a sticky problem), <b>Fractional Data Hero</b> (get us on your team for N number of hours a month for whatever you want us for), <b>Tableau Training</b>, and of course, <b>project work</b>. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p></div><div><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span><span><span> January 8, 2024</span></span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div></div><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><p></p><p><br /></p><p><br /></p></div></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-40626488184851174532023-12-11T09:11:00.001-05:002023-12-11T09:11:50.774-05:00New Viz - Street Fighter Matchups<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuwDZNX9P2hy0btr0IaTcUrXKVTj8gQO5lhLHRek8RYbVvGbdQHwYrxtREhUiKwQ1D9c7BKCtps9F6SCrYwIKMNOoUNYDqEy_06vC1xRb315Xjsw6H41k591JJ2mYG-2nb5jwhX3RAu3AXcTfH55XG8AJ_4_gl0xnnDMlbDiD3JSQudsO1aufp7WFaYoLZ/s1300/Street%20Fighter%20V%20Matchups%202.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1300" data-original-width="1000" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuwDZNX9P2hy0btr0IaTcUrXKVTj8gQO5lhLHRek8RYbVvGbdQHwYrxtREhUiKwQ1D9c7BKCtps9F6SCrYwIKMNOoUNYDqEy_06vC1xRb315Xjsw6H41k591JJ2mYG-2nb5jwhX3RAu3AXcTfH55XG8AJ_4_gl0xnnDMlbDiD3JSQudsO1aufp7WFaYoLZ/s16000/Street%20Fighter%20V%20Matchups%202.png" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In speak<span style="background-color: white;">ing with <a href="https://twitter.com/jreevers5" target="_blank">Jennifer Dawes</a> about a </span>project she was working on, I got the itch to go do some trigonometry and create a radial chart in Tableau. (I know...I'm a nerd, but I think I'm kind<span style="background-color: white;"> of a cool nerd.) I went back and revisited some data related to Street Fighter V (I created a <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/StreetFighter/StreetFighter" target="_blank">viz</a> on it a couple years back). I'm not much of a gamer, but used to love the original Street Fighter games from 30 years ago.</span></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The data includes gameplay stats - ratings of 1-5 for 5 different attributes. So you can easily tell who's better than the others. However, I wanted to look at matchups, namely how each character matches up against every other character in the game. There are 45 characters, so that's 990 unique matchups! I pulled in the data, did a cross join on itself and started playing.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Ultimately, I designed a radial Cleveland dot plot. And I have to admit, I think it works quite well. If we were to do this vertically, because there are so many characters, I think it would require a scrollbar and I just think there is so much value to seeing everything on one screen. Truthfully, doing it vertically is probably the best, but this sure was fun and I think it came out great. You can check out the interactive vers<span style="background-color: white;">ion <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/StreetFighterMatchups/StreetFighterVMatchups" target="_blank">here</a> or click</span> on the image below.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/StreetFighterMatchups/StreetFighterVMatchups" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEif9xqhDiNJoE2I0qRwiTuS7gXlKDK5Li9bpBf-3-tUKcYJKvLy-zuWAxFk2KXkaCj0dkKy3om5TY-IE7opWvXqmtDT3_RD3jM5bwZOVDlDT6PZS4CibcHQ7dyOpT0SyWf24aOCX5c793RD7angSUdzC1kAAxzesI0_8ip7stNGPABsW_BnVoWiMLSUo28V/s16000/Street%20Fighter%20V%20Matchups%202.png" /></a></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Thanks!</span></span></p><p><br /></p><p><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve a sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span style="background-color: white;">,</span><span><span style="background-color: white;"> Dece</span><span style="background-color: white;">mber</span></span></span><span><span style="background-color: white;"><span> </span><span>11</span></span></span></span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span><span> 2</span><span>023</span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" style="cursor: move;" width="400" /></a></div></div><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><p></p><p><br /></p><p><br /></p>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-25996056027428364512023-11-13T08:27:00.000-05:002023-11-13T08:27:54.197-05:00Tiny Tableau Tips - Round 4<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrE44lVHhslNjEw0ab1GfHWhcW6iH937hCWK0Yp0r3HPc0e0KSA5HRndDA3bQf9DMzvmiusghpFSopjQjuqyUwet_cxK5nGNUEiOZUjvgXNIGr77FezCUgz2ZQCSFvWPpOmFAOlOoBrL_P0SWxs9Weyr9dlLNKz3oKgV9rpwddP-nHu-Tq4CoM6uPu7b6Z/s1280/Round%204%20Header.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="720" data-original-width="1280" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhrE44lVHhslNjEw0ab1GfHWhcW6iH937hCWK0Yp0r3HPc0e0KSA5HRndDA3bQf9DMzvmiusghpFSopjQjuqyUwet_cxK5nGNUEiOZUjvgXNIGr77FezCUgz2ZQCSFvWPpOmFAOlOoBrL_P0SWxs9Weyr9dlLNKz3oKgV9rpwddP-nHu-Tq4CoM6uPu7b6Z/s16000/Round%204%20Header.png" /></a></div><br /><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Thanksgiving is next week. One thing that I am incredibly thankful for is our wonderfully amazing Tableau Community. Without them, there is simply no way that I'd be where I am today. So as a thank you, this blog post will feature tips from the community. This will be our 4th round of Tiny Tableau Tips.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">As a reminder, these are tips shared by <b>others </b>on social media and I'm just providing a more permanent home. For more information on how tinytablea<span style="background-color: white;">utips came to be, check out <a href="https://www.flerlagetwins.com/2022/04/tiny-tableau-tips-round-1.html" target="_blank">Round 1</a>. In Round 4, we will be featuring tips from </span></span></span><span style="background-color: white;"><span><a href="https://twitter.com/quantum_relic" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Vince Baumel</a><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">,</span> </span><a href="https://twitter.com/canonicalizedco" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Dorian Banutoiu</a>, <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><a href="https://twitter.com/ZenDollData" style="font-size: 18.6667px;" target="_blank">Lindsay Betzendahl</a>,</span> <span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">and </span><a href="https://twitter.com/TableauTim" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Tim Ngwena</a>.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"><br /></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">1) Warning That No Data Exists<br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/quantum_relic" style="background: 0px 0px; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Feb 4, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: </span></span><span style="background-color: transparent; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;">Time for a #tinytableautip! Here's one way to visually indicate when your user has exhausted all data by too much filtering. Float your viz, set the fit to Entire View, and float a notification box behind it. Simple as that!</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhW8w9Ky1NmT8LbMiTZP6gkIsXsIQ0qq0Nr9AVrSZyCKssEbPIzOmeWys5Biaizu9uGjUl4BX52QP9ZmC1z6LyPZ9fnLlH9OjMSUKfh_6WwkVpslKuYoEPyyq5QZ5PivadF_IhBI3Q3CCrRt_8eOi836GhBW67_t7ZreiaJkuArbU3hCcUVcSyv9TPW73ef/s16000/1)%20Warning%20That%20No%20Data%20Exists.gif" /></div><br /><span style="background-color: transparent; color: #404040; font-family: Palatino Linotype, serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; color: #404040; font-family: Palatino Linotype, serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; color: #404040; font-family: Palatino Linotype, serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">2) Identifying Leap Years<br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/quantum_relic" style="background: 0px 0px; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Feb 5, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: Today I had someone ask me about identifying leap years in Tableau. Here's the simplest way I've found to do it! Don't #FearTheModulo - it's super useful sometimes!</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhhevl42A6pfgTbgruSc5vUA-pJb1BTr6Pzsf2cJ7J1KasxYQ3g45KK8mhVVQKp__IvAGkI89ljJV6x1WVG-l-t_OUPi4P0sKo0eEwX_yLNW9Cwj8pzL7JltAC-cSBP43xCrXth82xvpBor-3f4zHmLvgqnYUUF0SrQMR416w5V8rAMjjfPHvQf-9f7IsIo/s16000/2)%20Identifying%20Leap%20Years.png" style="background-color: transparent;" /></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; color: #404040; font-family: Palatino Linotype, serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; color: #404040; font-family: Palatino Linotype, serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">3) Select All in Filters Without All Option<br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/quantum_relic" style="background: 0px 0px; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Feb 19, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: #TinyTableauTip time! If your #Tableau filter doesn't have an "All" option, hit this little button to select everything in the list. Not the most groundbreaking tip, I know, but it might be useful to someone!</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzleXT1YutsYGHLKB8mZZvGl33h_OqMpdZorAFkE-w4HB_sZc6UioNJJivh_rSZB-JSxo8mvOmchOQoX8A-q2QZGdLw4Q7nq0I7bhPANMiv_DLQJvPd1hDTI1FQvSkp55wvuQil1rbP4PpB3SVx0QRW47RF0MhILNbeSeeYZMXbQqKpoKoGuOVIkinlyDc/s16000/3)%20Clear%20Filters.png" /></div><br /><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /><br /><br /></span><p></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">4) What Dashboard is Your Sheet Used In?</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/quantum_relic" style="background: 0px 0px; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Mar 4, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: It's #TinyTableauTip time! Here's the scenario: You've got a big workbook with several dashboards and a ton of worksheets. Perhaps you can't remember which dashboard(s) a particular worksheet was used for... but not anymore! Right-click the worksheet name and check this out!</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh8QtH0zEUJfoT3R2G5JKeUU91gj7EqprAQIonsW9TzjypCva8N-Etai93waRNJXU0aaRDC6w_3UL-W6fdGmTUR68LL7kFOXi7QViEdum4wAGVJtT3O0kk7EY3gIWS0ZIKoAtayjQ1Uc44PvYNhy7pjctaETPg0QMzfvjTo_wifza47lWku-S3UvzVs7lfW/s16000/4)%20What%20Dashboard%20is%20Your%20Sheet%20Used%20In.gif" /></div><br /><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span><p></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">5) Tip for Animation</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">This one is from me on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Mar 20, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: </span></span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In a crosstab, you can get rid of the "Abc" placeholder by changing to a polygon mark type. However, if you try to animate it your viz, it won't work because polygons cannot be animated. (Note: if you have a polygon anywhere, your entire dashboard won't animate).</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">6) Highlight Non-Zero Values in Table</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/quantum_relic" style="background: 0px 0px; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Mar 30, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: Here's the scenario: you need to show a crosstab, but several of your values are zero. How do you simply highlight where the values are NOT zero? Simple! Squares, Measure Values on color, custom diverging palette, 2 steps, start at 0 and Center at 1. Done!</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></p><div class="separator" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; clear: both; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5qEzy0NNRSEshYkQG17JEVfWrCcsGoq5DBqFECg1WUR8e_DWlZ-AGNxkacTFMBZXduSnReFDmYxuwmSqPB8jsQkJXFoFBN26hGVEC47O7phLURfBkufmGPm8kQ433M3dOFeamK5p2ip-4iD56zpeUqBPNXe2tIqmij6zj7VWUpHclSpBygFOx0O2YlKDh/s16000/Non%20Zero.jpg" /></div><span style="color: #404040; font-family: "Palatino Linotype", serif;"><br /><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span><p></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">7) Easy Tooltip Alignment</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/canonicalizedco" target="_blank">Dorian Banutoiu</a> via <a href="https://twitter.com/quantum_relic" style="background: 0px 0px; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Apr 24, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: Just noticed this tiny slider that allows us to align Tableau tooltips.</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></p><div class="separator" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; clear: both; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi1WctBC10NWGmwXeQHpKiej9CiV_c5j9Nq2LlXLPyKwCvC9uKi-QlwbiQgxPz9DO683YH5pa6VxDH2bSpqlFmIkPTzpdPCvXPHvwNnztxUHcnC2Pe6vhyuacDa7NeUh1DWBjCFBXsVLZEOtKos-3ptOQS0uckYTOMn38vO5N388x9C_envUayIEEGeNAPZ/s16000/7%20Tooltip%20Slider.gif" /></div><span style="color: #404040; font-family: "Palatino Linotype", serif;"><br /><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span><p></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">8) Specify Which Dimensions Get Subtotals</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/quantum_relic" style="background: 0px 0px; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Jun 9, 2020</span><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: Say you've got a crosstab, and you want subtotals but ONLY at a certain aggregation. Did you know that you can right-click individual pills to add or remove their subtotals? Check it out!</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; font-size: 15px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></p><div class="separator" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; clear: both; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgB7Hd2ZUPGY-zv7HlLb2U9GtgBXMnyEp2uZFCjNMi7Gl0SPwmzL4Paf5Jrtm-kwBecBLaWDMcMVX8cpr391ILgzG3QlS_83qILRui2Cinp5kZgCPaJTiK9yDjYn0M3MDx-g1tdpq02M-3YKjqKqJJQdTFPbj62Ke2OXZN6qYgJsKbDgwgaRDsD6rrV5EOJ/s16000/Subtotals%201.jpg" /></div><span style="color: #404040; font-family: "Palatino Linotype", serif;"><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p></span><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhocjMv3hOOyQvX-MnLQkamA7d2cUuazePGX2i4EeiEFJQ3Nf7FACOGYr-N90iJVYtgovySkk7xkZGO1EYXzYeCkLQJWZJDSZYwdlQD-sfhbSia2s9plws1TO0qvoUFKo_vJWT2fuEFear2IBFyMGuYQxgoNcwQ-7LkM8iwqTQwjX54Kqi5e_IQ_gfxK4FW/s16000/Subtotals%202.png" /></div><span style="color: #404040; font-family: "Palatino Linotype", serif;"><br /><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">9) Suffix or Prefix </span></span></p></span><p></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Interestingly, I just wrote about this a few weeks ago...and now I see that Lindsay wrote about it over 3 years ago.</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: initial; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><a href="https://twitter.com/ZenDollData" target="_blank">Lindsay Betzendahl</a> on Jul 14, 2020: </span><span style="background-color: transparent; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;">If your data comes over as full numbers but really should be percents (meaning decimals from 0-1) instead of creating a calc, you can just use the custom number formatting and add the "%" in the suffix field. I do this ALL the time.</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEidZ6-b51HhF32FPkNhq-sq0_DCZpIvXLILMOkY-_z9EFFG1VRvnde_pvC_byaLgiO2O3iJCNCkhvRHc2WxmFVB-98oO7ROUoTTahkRd7fRK8UnMI9mBn5Wc9Pr2N3DWJgzv9tP7Lq-6xIrsIAaOtB10TUC1lUaIc7NakUy2ksCskRvHKe25hrqK1EtGwmj/s16000/Suffix.png" /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><p></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"></span></p><div class="separator" style="clear: both;"><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">10) Suffix or Prefix </span></span></span></p><p></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br style="outline: 0px; transition: all 0.3s ease 0s;" /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; color: #222222; font-family: "Open Sans", sans-serif; font-size: 15px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background: 0px 0px transparent; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><a href="https://twitter.com/TableauTim" target="_blank">Tim Ngwena</a> via <a href="https://twitter.com/quantum_relic" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; color: #6800aa; margin: 0px; outline: 0px; padding: 0px; text-decoration-line: none; transition: all 0.3s ease 0s; vertical-align: baseline;" target="_blank">Vince Baumel</a> on </span></span><span style="background: 0px 0px transparent; border: 0px; color: #404040; font-family: "Palatino Linotype", serif; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">Feb 9, 2021</span><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;">: </span></span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">#tinytableautip that I learned from </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Tim Ngwena</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">! I had no idea this existed! Check it out - if you highlight a portion of your #Tableau calculation and double-click a function from the dropdown, it wraps the highlighted portion in that function! What a time saver!</span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQfXARguOLN8zQFQ4UiyckZHwtqo4S6ETT3-nxsNxsO_K7Mn_OnzCsWRtIJjiToQAhIyfyY-22gG7fT7bZ_umghlYayT5JzzxdOANRMpBdCGibrTGSIf7iaeBrwFXAX9H-pOB-fAPAg7bNkIyYAF-zM62wb86buvb-uweiUW5qyTvy5KEIBWOihtVoW8dz/s16000/Calculation%20Double%20Click.gif" /></div></div><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; color: #404040; font-family: Palatino Linotype, serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="background-color: transparent; color: #404040; font-family: Palatino Linotype, serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background: 0px 0px; border: 0px; font-size: 18.6667px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Man, what a bunch of great tips from a great bunch of people! Isn't our community amazing???</span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">That's it until next time. Thanks to all of the people sharing tips and thanks for reading!</span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"><span style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; margin: 0px; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"></span></span></p><p class="MsoNormal" style="background-attachment: initial; background-clip: initial; background-image: initial; background-origin: initial; background-position: 0px 0px; background-repeat: initial; background-size: initial; border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Thanks!</span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="background: 0px 0px rgb(255, 255, 255); border: 0px; line-height: normal; margin: 0px 0px 0in; outline: 0px; padding: 0px; transition: all 0.3s ease 0s; vertical-align: baseline;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"><br /></span></p><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve a sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin</span><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span> </span>Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span>,<span> </span></span><span>November 13</span></span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span><span> 2</span><span>023</span></span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" style="cursor: move;" width="400" /></a></div></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="background-color: #fcff01;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com1tag:blogger.com,1999:blog-3178813192704651028.post-53888683984458889282023-11-06T06:30:00.063-05:002023-11-06T06:30:00.126-05:005 Ways to Filter a List of Measures<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPuWHE6BtVHeK0F64R8U1r8oKk1iNzkTj8VY5URT8KBbf7eeMNlGmRwjXigfNhVnw_h1IqLs8BnJzuzSvlcCKHsM12vp9kMb_TK-1S_nn0D2c45aiObW_5GbWBAfDrJE73PigiotA1bo4zMaXJPhrrLMXjtPjF9yN0Q34HheSf7vQLytOuWqyCbvRsxvxp/s1132/Heading.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="726" data-original-width="1132" height="205" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPuWHE6BtVHeK0F64R8U1r8oKk1iNzkTj8VY5URT8KBbf7eeMNlGmRwjXigfNhVnw_h1IqLs8BnJzuzSvlcCKHsM12vp9kMb_TK-1S_nn0D2c45aiObW_5GbWBAfDrJE73PigiotA1bo4zMaXJPhrrLMXjtPjF9yN0Q34HheSf7vQLytOuWqyCbvRsxvxp/s320/Heading.png" width="320" /></a><br /></p><div style="text-align: left;"><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">A common Tableau request I’ve encountered—on
the </span><a href="https://community.tableau.com/s/explore-forums" style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Tableau Community Forums</a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">
and elsewhere—is a need to provide a filterable list of measures for end users.
For example, using Superstore, we might have a table and want to allow our
users to select which measures they’d like to show:<span></span></span></p><a name='more'></a><p></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgK-EW0fj948ciUsj9QhP-vNAz9uF6nHho9HXY6vXjP6L3FksDhBRP_aX4Z1beTNiKXWMat8oPXl1qAm8NSMHk-DWtIerESn7EfxJtGL2ZwGeTJ36ZAElb0mzcjF3Wq9jbosQ65E6oSX5x1wG1Epmb5jy7c02-eJGN9jxQfJCxtGJ94nyGNn_em2hy95k5n/s16000/01.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">There are some relatively straightforward
ways to do this, but we’ll start to run into problems quickly. So, in this
blog, I’m going to share five different methods for allowing our users to
select which measures they want to display. I will warn you upfront that none
of them is perfect—each has its own limitations and complexities—but hopefully,
we’ll find a method that works in our particular situation.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">1) Filter on Measure Names<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The most straightforward method is to
filter on the special dimension, <b>Measure Names</b>. Just create a filter on
this field and voila, we have a filter allowing users to select which measures
will be displayed. But this has one major drawback as shown below. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWEt_p6-7iL54WN7bZuxcIZLqRHxHQK8EKu09tn6J416ZmO1N-IpN16EhdhmVnVLHSEMHRIA0-nGgtl72qCeiNb3erevT-msPsaqoYMX0Qz_EDR3IBRiffDpg1IFSv2yQ9YCVnGVRInW4RoFRD59IBc1GNtToqWdvwsWVLhIxhVXvVunTyjXaYBtQNXoHl/s16000/02.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">When we use <b>Measure Names</b> as a
filter, it will automatically show all our measures. This will include the
table counts (Count of Orders, Count of People, etc.). And if we create any
calculated fields that are measures, those will be included in the filter as
well. If this were a normal dimension, then we’d create a copy of it and use
that as a filter excluding the values we do not want to show, and then modify the
filter that is exposed to the user such that it only shows “Only Relevant Values.”
Unfortunately, we cannot copy the <b>Measure Names</b> dimension or use it in a
calculated field, so that’s not an option here, so we’re a bit stuck.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In most cases, we probably want to allow
our users to select some of the measures but not all of them. So, this method
rarely works without some additional hacks (we’ll come back to these
momentarily).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">2) Create Multiple Parameters<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Another method I’ve used is to create
parameters to allow our users to select the measures they’ll be showing. Parameters
are single-select, so we’ll have to create multiple parameters. We start by
creating a parameter like this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhtmli4JZO803DMGIp91VOF3oicDa27SeN2rQokmaAhDsL_9nad2PfDLMeqkQTUpRlbmarB55_H7t-nD7grfcJzZKWLrXWbn7pljcEoh6qgNytHOeDa5vLzGItCPK4sb_0jTuoMX8Gn2VlBbxFE0VJaee88szKImBiLh16asgjgVZL7C9zf0A2HNgJCZdN6/s16000/03.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Then we create a calculated field to
get the correct measure:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Measure 1<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Which measure
should be used?<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">CASE
<span style="color: #946db0;">[Select Measure 1]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">"Discount"</span> THEN <span style="color: #ff9900;">[Discount]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">"Profit" </span>THEN <span style="color: #ff9900;">[Profit]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">"Quantity" </span>THEN <span style="color: #ff9900;">[Quantity]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">"Sales" </span>THEN <span style="color: #ff9900;">[Sales]</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">WHEN
<span style="color: #7f7f7f; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">"None"</span> THEN NULL<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Then repeat this process multiple
times, adding these new Measures to our table, resulting in something like the
following:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjSzSD4E0SQh1ZZaBM8J2qIkgSRTop26Dm0GsS6_vqouj1UVPWRxuUov6A_O-L4Jt1UeLd3BPtXikQD1tvXpyJsT-MjvYy_jTOdgflS-Xa1x5mpji1Agt5AViDpfESFNPm8qBoPAk9ww_UQ2Q0PKE50F9MbTBzQB4_ZNpVu3_3YuVII7AuIeQWWce1pOQw1/s16000/04.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This has several problems. First, we must
create multiple parameters. What if we create too few and people want to display
more measures? Or, if we create too many, we end up with a table with a bunch
of unnecessary columns. The other big problem is that the column headers
display as “Measure 1”, “Measure 2”, etc. I’ve solved this problem in the past
by floating parameters over the column headers on the dashboard.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi7az7Es3_JaGeXEctfOUuoHpu5sNqQxKog51-V6hHYy1XfcOaVQ8vCLctPCwrKJmm1A_IKxmki-byaTCpablgvXX4TkjHrSkA1LPBf5bJX1WN5RcNsmaJk-vjqr6Oc8NG6Ghg9evpVBri5JB6ZhB7f1p1GiIyMGIRtCYqkcPlLBNssogbERd1dsIz-KlFY/s16000/05.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But this introduces an additional
problem—we can no longer sort the measures by clicking on the column headers. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">3) Pivot the Measures<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Our third approach is to <a href="https://www.flerlagetwins.com/2018/06/pivoting.html">pivot</a> our
measures. By pivoting our measures, we’ll end up with a data structure like the
following. <b><o:p></o:p></b></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwYMUhi5uEJlABPPY4Ebg6KgIr2_Bkt6ZVIwh2JU3L_GDTLTpVnlrpZd1jY6AgeW-W6fOepMBa_Dr0mhekAy387xG0e1yROV7x1YqEQCmhXT9lksvA_ykyTTqMUEB56XNqBgYr83YXq4U_hVvg_gUnYWVODvuVz8FY7k0zIEJjqibtnX4luYdl84tBy8x_/s16000/06.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: I’ve changed the names of <b>Pivot
Field Names</b> to <b>Measure</b> and <b>Pivot Field Values</b> to <b>Value.</b><o:p></o:p></span></i></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We’ve only pivoted the measures we
want our users to be able to select, so all we need to do is expose our new <b>Measure</b>
field as a filter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgTFUhapbxw6rGfN4B8ZDXYTyBivivbyaJicYlcyVY3S-bbUSvZcI9UJg3yynTelxxbIi3ioU1ervTW-B6TFKye5QsLZsUM8IOzvLopfcK0TtB62u39aNM3cCZfF-q9ex3EHrGlkV3WjiopOMfQ-vxRzJHfjaDgmIx1sfMW_cuBnf9Zs7DFKAa2IuUDb2UN/s16000/07.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This method also has several flaws. With
approach # 1, we can right-click the <b>Measure Values</b> pill on the color
card and select the option to use separate legends for each measure, but that’s
not an option here. To deal with this, we need to <i>normalize</i> the values so
that the lowest value for a given measure is 0 and the highest value for that
measure is 1. We can do that using the following calculated field:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Value Normalized<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// For each measure,
set the lowest value to 0 and highest to 1.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Formula: (Value -
Min)/(Max - Min)<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: .5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 14.0pt; mso-fareast-font-family: "Palatino Linotype";">(<span style="color: #3975a2;">SUM</span>(<span style="color: #ff9900;">[Value]</span>) -
WINDOW_MIN(<span style="color: #3975a2;">SUM</span>(<span style="color: #ff9900;">[Value]</span>)))
/ (<span style="color: #3975a2;">WINDOW_MAX</span>(<span style="color: #3975a2;">SUM</span>(<span style="color: #ff9900;">[Value]</span>)) - <span style="color: #3975a2;">WINDOW_MIN</span>(<span style="color: #3975a2;">SUM</span>(<span style="color: #ff9900;">[Value]</span>)))<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We then drop this on the color card
and compute the table calculation so that it restarts at each measure.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnySJ_h3TUp1aXjc3IaftSjZUn_Ei4xdVGKbOAN1ySyrAjPDz2Ha3VvpzOngyJTpyUB5tazsM6Rxas4SNxRV4WSW5h99709llEG1UeETHNBOYn6vmAJCXMvoWsD_M8LK5KrgXXHvvx2hIZPrfXYlSLQ-OcROXqJa7CEpR6gOxPN57oa7mt0ZWllS-DkgMB/s16000/10.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">That will give us independent color
scales (though we’ll have to use the same color palette for all four measures).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg8pDfE5Q89EwYWQw6iAV-cgxPXfLZXamIMJ8GHvSTBVetPaHPUeTWutJeRBLgPRAIYHOQUO3UwR552h6Cmp1yNDYBq0c-LkeKFEsT4kNwrqqJtvVe8TnF_PAGhTY4kvfri0I4KQX8xsVXU8HoWS7VhcgFtbjWMc96F85bKe6mUvSWtuoZBcofpECb3Wx6Q/s16000/11.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Another issue is that some things are
difficult to do in Tableau with this “tall” format (as opposed to a “wide”
format). Something like calculating Profit Ratio (Sum of Profit ÷ Sum of Sales)
becomes difficult because those two values are on separate rows. And there are
several other scenarios where this tall format becomes problematic (for more on
this subject, see <a href="https://www.flerlagetwins.com/2023/01/data-.html">4
Common Tableau Data Model Problems…and How to Fix Them</a>).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">And, of course, this method
essentially duplicates our rows multiple times. That’s not a huge deal with a
small data set like Superstore, but it could be problematic with a data set of
tens or hundreds of millions of rows.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Finally, not every data source can be
pivoted easily right within Desktop. We may have to use either Tableau Prep or
custom SQL to pivot our data (for more on this, see <a href="https://www.flerlagetwins.com/2018/06/pivoting.html">3 Ways to Pivot Data
for Tableau</a>).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">4) Hide Measures or Change Them to
Dimensions<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I personally don’t love methods 2 and
3, so let’s return to the use of <b>Measure Names</b>. Remember from the first
approach that the biggest issue was that the filter shows measures we don’t
want our users to see. Perhaps we can find a way to remove those measures? In
our example, we want to remove the table count measures. Well, we’re in luck! All
we must do is hide those in our data set.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKc6Ms16CPc-SDsTe29HHP2FG-nq-2FhHNAz78H7XruPfRATqGf6PtHMDdsA9uabmRD8f0kTK88aWu8Xsj3LtqfN55AGX6gpeHOcheUDFR0XOGOS_dnTRszNdj9bJK_xJ78pKlE4ZgMqdD0Z_wfuAIBXWQmQp4v5Fk_HY6am2oLJUfw0Zf3XkFPufrQvq_/s16000/08.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">With those hidden from our data
source, they’ll no longer appear as options in the <b>Measure Names</b> filter
(Note: We may have to remove the filter then add it back to get the table
counts to disappear from the filter).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0DYU2gTof9vU1I-OBeXa8yMSCi7sVvBehkA6d-qpxEOEl4ltXsWl2juKH3Hp9sH2TQBV3MoWeu8uFkKkth4uTke_JYuITBwKzp7ZDTucBwUNFGIDHsKuk-42Cuciu9TtV_OGEyq9OpSZel7B2g5CG4DWBbFRNjWQT_60f1yecWo6UYXW4DniBppQXKS8k/s16000/09.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This works great, but what if we want
to use those measures elsewhere in our workbook? Or what if we have calculated measures
that we don’t want users to select? The fact of the matter is that we’ll almost
certainly have some measures that we <i>cannot</i> hide, but we don’t want visible
to our users. So, while this method seems viable, it will rarely work in real
use cases. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Here’s a slight variation on this
method. Instead of hiding the measures we don’t want to show in the filter,
change their default state to dimensions. Since they are dimensions by default,
Tableau will not include them in the Measure Names filter. But we can still use
them as measures elsewhere in our workbook by changing individual pills to measures.
The biggest drawback of this approach is that it only works with non-aggregate
measures. For example, if we wanted to hide “Discount”, we could do that since
the field is not an aggregate. However, something like Profit Ratio or the
table count fields <i>are</i> aggregates so we won’t be able to change them to dimensions.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">5) Create a Separate Data Source<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The final method requires that we
create a separate data source. Essentially, we’ll make a copy of our data
source that will only be used for the sheet on which we want our users to
select their measures. Since this data source will only be used for that one
sheet, we can hide any measure we don’t want to be visible to our users—without
impacting all of the other sheets. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The biggest problem with this
approach is that we’ll likely want to have some filters that apply across multiple
sheets in our workbook. For example, let’s say we have a page in our dashboard
that shows sales trends, and we have a filter on <b>Region</b>. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilLL9-pdUS3_MgYJSQk6rqnJ89KLDprNeY0erbYFCcL2Em-4kbkCOjxW7Isf61-dLEqZGScqGvFPsPlceIOk6xuxGshIsmMvuRO6zoswrxkibcGQIe5vmDgasvyoapQgg8Q8JqBqfZmT6TcSVuyaVJyCPUXYr3y_MjnG_Bp8fr0QAj-ZS8wFz2t2iobw-h/s16000/12.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We might want that same <b>Region</b>
filter to apply to both that trend chart and to our table. Fortunately, we can use
blending to apply that filter across two different data sources. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEeHYwIT9vs_NFnK11mQtP59j2ZcnEAxX7VlFh-TyOlWHC-YJPFqgCNQQN0xBzBEVPT3gHxcEn6aQvmVaFVlBG28PFQbC-VKdxmvPoL3AA2CjA3u6yHnStaSFKrqzFqpCEMwfU7XEQoLZ6oFdClnQexD-E_rS5ePCFsu7Tmv9LVRrEN2PTT_sU7jTFepZL/s16000/13.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Unfortunately, this breaks down
pretty quickly. If the primary data source use relationships to link tables
together (this refers to the method of “joining” tables in the data model, not
blending <i>relationships</i>), then the cross-data source filters won’t work. And
certain types of filters (e.g. Measure Filters) do not work across data sources.
<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Wrap-Up<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">So, there we have it—five ways to filter
a list of measures. As we have seen, none of these methods is perfect. Each has
several flaws. But I’m hopeful that, when you’re dealing with this requirement,
one of these methods might prove to be good enough.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Thanks for reading. If you have any
questions or comments, let me know in the comments section below.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p> </o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-size: 11.0pt;">Ken Flerlage, November
6, 2023</span><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><a href="https://twitter.com/flerlagekr"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Twitter</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">LinkedIn</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://github.com/flerlagekr"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">GitHub</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/"><span style="font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;">Tableau Public</span></a><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14.0pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt; mso-themecolor: text1; mso-themetint: 191;"><o:p></o:p></span></p><br /></div><p></p>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-67799919185280798102023-10-23T08:38:00.001-04:002024-03-26T19:28:37.501-04:00Ten Tips & Techniques Including the Easy Way to Clear All Filters (Round 7)<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDvpN0v8qDxP4YXIKmHPQRykrFfwyJbYpJ_Qs0G0X8W_c_VqmXVJgy2XLUBSV7alNVXEV7uVkW39WwfkWAfSEH0IiotiJeb6xPiF-EdlGHKh13DpRrMtTzbYP0ITqaf9ajJnZ3qC3HBxBd1Tf6sa5AegotJ73MCEuJQE2sMazZoXetslP1YKlWaGjCGcmS/s2475/Ten%20Tips%20Header%20-%20Round%207.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2475" data-original-width="2448" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDvpN0v8qDxP4YXIKmHPQRykrFfwyJbYpJ_Qs0G0X8W_c_VqmXVJgy2XLUBSV7alNVXEV7uVkW39WwfkWAfSEH0IiotiJeb6xPiF-EdlGHKh13DpRrMtTzbYP0ITqaf9ajJnZ3qC3HBxBd1Tf6sa5AegotJ73MCEuJQE2sMazZoXetslP1YKlWaGjCGcmS/s16000/Ten%20Tips%20Header%20-%20Round%207.png" /></a></div><br /><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Well, I've done six previous Ten Tableau Tips blog posts, how about a seventh one? I hope at least one tip is something you've never seen before.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Please note that some of these GIFs may appear small on screen. They are, however, recorded at a higher resolution. For a closer look, you should be able to simply zoom into your web browser or right-click and open in a new tab (which will show it as it was recorded). </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">1. Copy & Paste Values into List Parameter</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I am 99% sure that in past versions of Tableau, there was an option to paste values into a parameter. However, that seems to be gone. I fiddled with this the other day and really struggled to get it work...but I did. So the trick is to copy your list of values (from Excel or wherever) then click in the space below "Display As", then press CTRL V to paste it. (If you click in the space under "Value", it will paste them all into a single cell).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQkF40utBTh-hd5y8jNrhG_OBeM-l_hnZ8jOm3ff7Z7BKkKKhnJcP6Sfp14dTLvii5u6rk2BrOgo-Ifb-dj4w2jCsxHlnnPipU9ozfKAD5dyaFS9TCb7WLLebbed29CkzmCg_I9srjIceo5ULo_aFO6VvwfD0G1U94CJNuVeIQudgl6A819J230Byn2bKp/s16000/01%20Copy%20Paste%20List%20Into%20Parameter.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">2. When Adjusting your X & Y Coordinates, Tableau Jumps to Another Object</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I'm sure you've all run into this before. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">You are adjusting the X Y coordinates of floating object in the Layout pane. You adjust the X position then TAB to the Y position and Tableau selects a different object...it doesn't stay on the object you were trying to adjust.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGQqLIfuHL4xD6WjWwMGlR-2mRdxp_jZ1IRvnbSXgpJLXpngBB2LXaldv2jy4VODkkts_W88CW3Oj_a1Eq6pAqvagYgOVgItDNhXyBfFSDEKnoG2rQ4o7zeJnqhjICBr4KJWQRhyvwnz4zHqIInymEexHPhRwtbYFyt7q3IdclYPVa-eHWnfGcFCtS0vOV/s1600/XY%20Coordinates.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">The solution to this is simple and it has yet to fail me. When you enter a value (say in the X potion box), before you press TAB to go to the Y position, click the ENTER key. So it goes like this, Enter a X value, press ENTER, then TAB. Enter a Y value, press ENTER, then TAB. It works every time!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">3. Prefix & Suffix</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Assume you have a percentage but it is coming in from your database as a whole number - say 28 instead of .28. If you change the formatting to be a percentage, that 28 value becomes 2800%. You could create a calculation to divide your number by 100 (and that's likely the best way to handle it) or you could just use a Suffix. To do this, format the number, set your number formatting and add "%" as your suffix value:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhuzdQrwfle6l2AMwB0PYAk76qkB3Y4p0iFT4eE_RUMVMtTgrzgEQIi-1LX0VbfNCeSvQnkl4fSKgtlC79SvH1PPGPKJVWcloZ2C7eJJy-BbISEyufTlO1VL3RTOzcPOiSWXbEL3GVVCLD9DhZE_bbv-yzzgdZBtQbmlPNDKmEtyiY3yToBzjkCUFJ9iY-L/s16000/Suffix.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">I recently did this in my <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/SerialKillersTheirVictims/SerialKillers" target="_blank">Serial Killers viz</a> where I wanted to show a ratio. So instead of just showing 2.5, I wanted to show 2.5X. So I did that with a suffix. And you can do prefixes as well! </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">I've got a lot of hours into using Tableau and I've never literally never noticed this before!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh79hSNHkc2rMEgr0UEiDZF6piok47xuizRrQ3afSL0ttC1bK4RFc7JgbgHfevD8R1kUup1B8AL8TqDHRUlcBYW8aSfNn0vVDEDPV7jp0WBRUT-p3mUgbHYvv5Lq1BkZr3cR3Rb_bsnDjFJMBLQw0yh4b9m-AatIQAsU011QT1JaZRY8qMrkfIgstA4iodG/s16000/Ratio.png" /></div><br /><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">4. Remove the Weirdo Yellow Sticky Note on Highlight</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I talked about this one in our TC23 presentation, but realized I've never written about it. The problem is when you utilize a highlight action and you get that weird yellow highlighting. Here is the example from TC23. See that wierdness at the bottom right? Well, we can fix that! To see how, start watching at 22:39 into this <a href="https://www.salesforce.com/plus/experience/tableau_conference_2023/series/datafam_at_tableau_conference_2023/episode/episode-s1e2" target="_blank">TC23 recording</a>. (You can sign up for Salesforce + for free to watch).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjldnXLrndQlAfEiN2cd415ke8js16edGySGljBS5aqMckutw8GO84Brs6sg95bWWrkBxwoex3t58wT87-kWxWoYuPwDtpDRPFdq_Xzps92aZsRpQtC37rJzXkYa6VJWChAt0FDhNo1Va2nzAVLl6vGslabi-CbzJ3nBYEeO7BY9rVlsg5FT4kH-uTU6cDZ/s16000/Highlight.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">5. Apply Colors but Value is Missing</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Okay, here is the scenario. You are tracking % to target and you want the bar to be one color if it's 100% or more (GOOD), another color if it's 90% - 100% (OKAY), and another color if it's below 90% (BAD). The calculation might look like this:</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi3oXiuGIM5Bv8GM-UKW6WQMJPj2jWZlHlfllNqeSHjqVNwYWIBzaDNEPccmk3WNHtWHRP0nrPzjvbhALeLneekqORkBUBNUQMP4NOu1e2YrxX7ahkaUdzRLYcPkK3PSfW7pAlasoIR91BHeuCcphKwI7y2Zfi9vsznaodLo0sbrgo7HN7heXNwD8VPe-ql/s16000/Calc.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">You then add that calculation to the Color card and you get this. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGq9d_DrIlJ1XTxK3Y9vzxf1Gu9lFTFgWdykzMvwseHN3B7rM65bsEGO8IlrDpAs2nq1e7xT7-ZExKCWyD8lOzRJ5FGoGksg2YxSW61aKgbdB3hixvkNvoOMJ2pbtqQKq9OzIKhB_8Mm2MhCglAb63b3QCXdZbSMPhSap9boFMjrTEEvzo3vvq5ejSlnnj/s16000/Target%20Color%20Missing.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Our above calculation is supposed to yield 3 values (GOOD, OKAY, BAD), but in this case, with actual data, there are only GOOD and OKAY values. There is no BAD value so we can't assign a color to BAD. Inevitably what happens is that we publish this dashboard and set it to refresh, then a week later, one of the values moves to BAD and Tableau just automatically assigns a color to it. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0E6rpnGp3gYs5HBFEZGaVMmy4gE_pJp1LwqQeyNwIimslrImvmJLdeF6QaY2YufYNQtaNCn5CzeS4pG9hjp5nRoDk3MnunJxuDdqmU4K_FRXijCpS8nJvxhrrgyn_cPZFrBEujcj2EE6CMipVQSL4Nf95wf4vz3w0QOGgdC-JAc6TtOdooGjyU-_sF_iV/s16000/Target%20Color%20Green.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">You see that the BAD value dropped in and Tableau just assigned a green color to it. That's really a bad thing because you are now telling your users that something that is bad looks good (green typically means good). </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">So you need to make sure your dashboard will reflect the proper color when the data updates even if that value is not currently available. The easiest way to do this is to simply edit the calculation and force that value to show, then assign the color, then change the calculation back. Then when your data updates, the proper color will be assigned to the value. Check out this gif to see what I mean.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLa1w8HnwKBh4Ts-qkCQy7EJplhDeWb3omjJQLqb4Slitkyt-XgvpWgBB6Yh8jeCOdLs-j45FBdZ9TqZpzt94BimGTJIoxXTb7RqwnZAyRu8jPYOWQaoxfvvK7q3JJf8wx5bTGHYUBbtFWgRVAI3aJIvF-XhhmTEVFBIz0Si8uF0_6Fjfx9brvbGkDgRfd/s16000/05%20Apply%20All%20Colors.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">6. Use AVG(1) instead of MIN(1) or MIN(1.0)</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In Tableau Tips round 5, I suggested users utilize MIN(1.0) instead of MIN(1) so that the axis becomes a decimal instead of an integer therefore providing more flexibility. For that tip, see #1 in this <a href="https://www.flerlagetwins.com/2022/08/ten-tips-techniques-round-5.html" target="_blank">blog post</a>.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Well, this came up on LinkedIn and <a href="https://www.linkedin.com/in/valerija-kirjackaja/" target="_blank">Valerija Kirjackaja</a> suggested that AVG(1) would have the same impact. MIN(1) or MAX(1) yield integer values whereas AVG(1) yields a decimal. This may not be a huge time savings over MIN(1.0), but conceptually I thought it was quite interested and logical that average yields a decimal versus an integer. Below, I've plotted MIN(1), MIN(1.0), and AVG(1). Check out the axes to see that the first is an integer and the second and third are decimals. Cool stuff, Valerija!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2ja5KsWQB2wuRlHGaxbbui6qCcXGJ3oljJ4TywRw4RyvgCTOGyc_ogs26CCYG4loF8rXIUJlnMwm8w5HC7gAY453JQ1Z6fZ8lE3p2iZoVMeCNsh5DieDAnXpSmzl1vCzpifG62lLjMo75OX_uf2CfkJ9tz4-EIdbhuHRQbjtvbQeXimV-u9_reb628L5y/s16000/AVG%201.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">7. Input Size Value on Size Slider</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In Tableau, I've always wanted tick marks or a number entry filed on the size slider. This would allow us to get the size perfect and also sync up with sizing on other sheets. In fact, for years, I've been promoting this <a href="https://community.tableau.com/s/idea/0874T000000HBoUQAW/detail" target="_blank">Idea on the Ideas Forum</a> asking Tableau to implement this (and I'd appreciate an upvote on that). </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Well, <a href="https://twitter.com/xrayattack" target="_blank">Whitney Wood</a> found out that Web Edit allows for this exact functionality! Check out her <a href="https://twitter.com/xrayattack/status/1669457708104269827" target="_blank">tip here on Twitter</a>. I've included an image of it below. Really cool, stuff! </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBKsITh9zqLXImU2Spn86uNzAZJVXnU2ld_BKTpKu6Au1jjRbExteYghAOE9JH9XOrcQb6eygDcWCxlzwEU1PsVIQhjX0ZbNjoUN6q1zWyZnETza8WARy115ogJa19JtiXU-e2OgC08UDogPQoNNnSCLL69bUr53E8UMOibuu648Rl4nWYDc0QLx-sY9oh/s16000/Size%20Slider.png" /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">8. Map Scale Margin of Error</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Here's another tip we shared in our TC23 presentation but have not yet written about. This one comes <span style="background-color: white;">from <a href="https://www.linkedin.com/in/sarah-battersby-mapsoverlord/" target="_blank">Sarah Battersby</a> who </span>was influential in getting this added to Tableau many many years ago. It has to do with map scale margin of error. If you create a map and add the legend, you can hover over the legend to see the margin of error. Before I show this, you should be aware that the standard map projection (Mercator Projection) used in Tableau (and in most applications as a default) skews land mass more and more as you get further away from the equator. For example, Greenland shows about the same size as the continent of Africa, but if you bring Greenland down to the equator, it is way smaller than Africa.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhvP2-hC2SeMtRh4nqDUeC9DERA6z0kdHKRaNvTkZZwOZ0A_xsiYLNPcNV949ekhA-zSDbvxDNmKdKAjiBhzIwmRfJFHd49eskTcTDNJwvyvGmaHp9LtupSqBfjHrajbegxJGzNvkxLN58fnhVKgjBULlykdVMMrbPmy8J-UJpmBBycYFz2bwC6U4ekH6Zf/s16000/Greenland.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Okay, now the tip. We will use Greenland and the Democratic Republic of the Congo (DRC). First, let's look at DRC. Here you see it on screen, I've added the legend at the bottom right that shows ~1000 mi, then when you hover over that legend, it says Map Scale Accuracty +/- 100 mi. That's pretty cool. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgBRrgcV5uE8u76XiIdczis2oD69UFh2dUrHaZaCPLIsYq_npTxxFDAiy7dZqdHEyBEfQx-wqRmMnEoKFRmgxC5rMvmIZ1UJNpIXUJ27XCiILMIi2y6KvWM5SxZycxhZiqGdDZprI6Yhrlgsd54QHGLTYDFLORlC5hpbvix4YAaailI1o1PEFdxTx3RBZo_/s16000/Congo.png" /></div><br /><div class="separator" style="clear: both;"><br /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">But if you do the same thing with Greenland, you get the same ~1000 mi, but with a Map Accuracy of +/- 800 mi!!!!!!!!! Wow, what a difference. Here they are together with the legend zoomed in. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi33DVGHZWzYUvplipxspW2QYtjoDcZxs0CNVInjxLRqwFkfXqRqTlaKWRZlzlHpvv9CZyHUs8U5QrJR4A9kT0qd4wORI4Mfq_xx8O2SzMakZDNxAKf0PPImMrhJ84qukgO-BjiDbgXkCtWY7IEjacTsNRAPKgM2M-zTmJU-C-fb5IaGqT27FrlgL4fJUcb/s16000/Map%20Scale%20Accuracy.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">9. A Simple Way to Create a Random Value</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span style="background-color: white;"><a href="https://www.linkedin.com/in/jeffreyshaffer/" target="_blank">Jeff Shaffer</a> ha</span>s a great <a href="https://www.dataplusscience.com/TableauJitter.html" target="_blank">blog post about jitter plots</a> and within that blog post, he talks about a variety of ways to create random and pseudo-random numbers. This is a great blog post, so I suggest you check it out. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">During my time at Unifund, I almost always utilized Method 2 (which is a couple of steps). But one day, my c<span style="background-color: white;">olleague, <a href="https://www.linkedin.com/in/robert-ethan-hahn-6121962/" target="_blank">Ethan Hahn</a>, ma</span>de a suggestion that I absolutely loved. He just took an Account Number (or any unique number - must be an actual number) and just put SIN in front of it - SIN([Account Number]). This creates a pseudo-random number in just seconds. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The following GIF shows an example from our TC22 presentation where I have orders by week and I've jittered it using Jeff's method. The gif shows how I swap it out for the SIN of the order number with basically the same results - just way faster.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj52P37CgoAV5sRhFc2869h76ZRwI_uuRqtg-dZqVHnjLKxgg4W9J4pkLH64mcQ_9VEk51R3mMLrgxqJRB9P11JX_H3QViRW5qqcVVbRvXM_UMt78rk5FJgdV2S0jSSuHVbdby9cGn18HzBpEzvHm2DuM38zXnaXqcmUaJEQbuNOi4IevyvjPNLRt8c3grd/s16000/SIN.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">10. Clear All Filters</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">There are a bunch of techniques, hacks, and extensions out there to clear all filters, but I've always struggled with them all. They just never seem to do what I want them to do and take too long to implement. My solution to clearing all filters <b>and parameters</b>...well really, just to <b>reset the entire dashboard</b>...is SUPER SIMPLE and only takes about 10 seconds. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Take a look at the gif, which I did in Web Edit. First, you must have published the dashboard somewhere. Next, copy the URL. Edit the dashboard and add a "clear filters" image to the dashboard. Paste the URL into the link of the image. Clear out all filters and parameters, then publish. Now when a user clicks this button, it will open a clean new dashboard in a new tab. (The fact that it opens in a new tab is likely the biggest drawback, but the time it takes and the fact that it always works...well, that's worth it).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEigSr7tHkrLEbmMZqCWbhX7yZQbSSg5HLEvWIO9D6h18sBXNqZTGvgGQ70sZ6ZscCsPnTsvRW2v-g0p7Jau3FFbx_eVf-61E_Uog8BY1ODZI08LXvahi6HHzHdSVWD0UvZHwhY99J0VEGB0pwYEbSmniV0Hz9vgKaPwGVwe5qObTx3sEOMWDxsRfhOh_MED/s16000/10%20Clear%20All%20Filters.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><br /><span style="font-size: 18.6667px;">10a. Clear All Filters</span></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">You could do all this stuff, or you could just show your users where the "Reset View" button is on Cloud or Server. Now that's the simple solution!</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjn_qrxlZ4Cb_g1TZqcMYZBSCrC0Nmnp9VmEi84id2VOoz9xJ9VJc7PCTHpsAgoswaqCTKXNswwmdSa4bb3kM9bzUIS80W46f8E4exYKXzNpaQY46KdhtWFHFLIPUEC_smPvTc8gwsvClPKDgVIEipaLJo4vu5ScuAhJY-Oxn4gf0AttTrqZv4a31AqvYee/s16000/Reset%20View.gif" /></div><br /><div><br /></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br />That's a wrap...10 more tips! Thanks for reading!</span></span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve a sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></div><div style="color: black; font-family: "Times New Roman"; font-size: medium;"><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin</span><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"> Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span>, </span><span>October 22</span></span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span><span> 2</span><span>023</span></span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div></div></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><br /></div></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com2tag:blogger.com,1999:blog-3178813192704651028.post-42638680646457158702023-10-16T09:00:00.007-04:002023-10-16T17:17:40.223-04:004 Design Techniques that I am Obsessed With<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjax_uO_Odf1FeI7CjEU5oy8WzMMi9fRe3UVIIDzPkNY63zzCFSZkgqIgwbY9GD_arfETCGTlbQaXeNZd5kzf_Y8gDWSsaM_aE47BV-4nTnY9CMxf7US9CMtq9jbj-1ekNZpo2Mi6olym4URu9BcTJwDwv7pAh1eR0HT1sp-QqDPc1iNl8uD55dK0dUyA/s1979/Header%20Image.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1451" data-original-width="1979" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjax_uO_Odf1FeI7CjEU5oy8WzMMi9fRe3UVIIDzPkNY63zzCFSZkgqIgwbY9GD_arfETCGTlbQaXeNZd5kzf_Y8gDWSsaM_aE47BV-4nTnY9CMxf7US9CMtq9jbj-1ekNZpo2Mi6olym4URu9BcTJwDwv7pAh1eR0HT1sp-QqDPc1iNl8uD55dK0dUyA/s16000/Header%20Image.png" /></a></div><br /><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In late 2019, I started compiling a list of simple design techniques to improve both chart and dashboard aesthetics. That list grew to 26 in total, but it became more about clarity of charts, how to properly use color, layout...it became more of a collection / blog post about best practices. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">That blog post (with associated <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/SimpleStepsforBetterDesign/TitlePage?publish=yes" target="_blank">Tableau Public workbook</a>) was called <a href="https://www.flerlagetwins.com/2020/03/simple-steps-for-better-design.html" target="_blank">Simple Steps for Better Design</a>. Although that blog post turned into something different than my original focus, it became one of the most popular on our website and evolved into a presentation that I've given 15 times (and counting) to different audiences. Although it focused mainly on best practices, it contains several examples that were specific to design aesthetic. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In 2021, I wrote another blog post about design, that </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">was in fact, solely about design. It was titled <a href="https://www.flerlagetwins.com/2021/07/a-little-design-makes-world-of.html" target="_blank">A Little Design Makes a World of Difference</a> and walked through 10 different ways to improve your dashboard designs without using other tools.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Since then, I've been compiling other design techniques with the intention of doing 10 more techniques. I haven't reached 10 yet, but I have to admit...I couldn't wait. I became completely obsessed with four of them that I just had to share. <b><i> Three of these come from some of my favorite artists, which will be noted when I discuss each technique</i></b>. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">1. Drop Shadow on a Map</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">The first on<span style="background-color: white;">e comes from <span><a href="https://twitter.com/pradeep_zen" target="_blank">Pradeep Kumar</a></span> who,</span> at the current point it time, is the third most favorited author on Tableau Public. In several of his visualizations, he adds a subtle yet super impactful drop shadow to his maps. Below are two examples. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img src="https://blogger.googleusercontent.com/img/a/AVvXsEibWuA-xj_zjet2gam3SiMRdCrvACcORaL7zahv5llvVnTQEJYkby_Z7gHMijFN4WK7cZhGr7CY9Ij4UiB-hiRvsQ9Idq_RVWnvlLrf3M2Ckmt4pY8OWxGIaLI9heVmkY5fF-pa0NLgquc-V1_ipDF79dn79vTPUnVdZwojTr6GHWL1ie6ClMOzB7TI_w=s16000" /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img src="https://blogger.googleusercontent.com/img/a/AVvXsEhDoPzgSrIMAhJV1Bdv6M6ps95mwAKr4aLg5rCTEOvwaWczH7x4OUSehyaR4l9ekMLtY5ZT1P2adh5O4ABG1Uxud7vpr_d-d39gm_9b4QLtVnAYwzE-YttgfjQsQqoourTKg93Nmpj3Q_7ZvXwOCvPbEDxIWcCS621q4-DxWhaKW-4UWfIMUcSy2Kw_hg=s16000" /></div><span style="color: #404040; font-family: "Palatino Linotype", serif;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif;"></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Here are links to these two examples and two additional ones: <a href="https://public.tableau.com/app/profile/pradeepkumar.g/viz/ProfitAnalysis-SampleSuperstore/viz">Profit Analysis</a>, <a href="https://public.tableau.com/app/profile/pradeepkumar.g/viz/U_S_PriceParityin2019/viz1" target="_blank">Price Parity</a>, <a href="https://public.tableau.com/app/profile/pradeepkumar.g/viz/OperationFistulaMadagascar_15888781612530/viz" target="_blank">Operation Fistula</a>, and <a href="https://public.tableau.com/app/profile/pradeepkumar.g/viz/CoronavirusPandemicinIndia/viz" target="_blank">Coronavirus in India</a>. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">So how might you do this? It's actually pretty simple. Just duplicate the map sheet then remove all filters, colors, etc. Place that new sheet on the dashboard then float your actual map on top of it. When doing this, however, you must make sure that you offset that map just slightly. Below is Pradeep's dashboard in it's final form and with the floating map moved to the top right. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img src="https://blogger.googleusercontent.com/img/a/AVvXsEiOTDQ8rPN7YkAB_SZUg6aK3nmK8_it7EGtXAuwvzI1oGfTOs3Si5mZRWEjbOxP2VXilGBbYIWV91DQkhG5ShI1bFcvKgvD7LZLDz5CCnyWtjwsRrK0NcIWH8NMbmC8FHBKtPsBJ-knNazEnhm_Ko2fa_dOt2tw7fgqqaPC-6E64VTan4_UZCjPl26Lig" /></div><span style="color: #404040; font-family: "Palatino Linotype", serif;"><br /><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img src="https://blogger.googleusercontent.com/img/a/AVvXsEitb9J0W1FsCKav9g-tZKcrXCADVTrS2h5hahreqfNYwJhG_BF_UZ_51QCNDBDLnmjffz15H6jjH8Ne4H71XcyfGZEERLbSopBr2qCktJgrd-kbdqbl2E-vtcuqYdRlEFbPlKifF0pwo1Ccu2JS1iJDtuZEDqaqtCkKHVVlxM8XwtIfHDeBYmPRSlazwQ=s16000" /></div><span style="color: #404040; font-family: "Palatino Linotype", serif;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">When you use this technique, you can use a variety of colors and sizes for the background map to give it a different shadow effect. Such a great technique that is so simple!</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">2. </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Extended Pie Chart</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The second technique is from <a href="https://twitter.com/imagineazhar" target="_blank">Muhammad Azhar</a>, which I first saw </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">in his </span><a href="https://public.tableau.com/app/profile/m.azhar/viz/MaleCircumcisionsMakeOverMondayWeek35/Final" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Makeover Monday viz about circumcision</a><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">. Below is a snapshot of it.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img src="https://blogger.googleusercontent.com/img/a/AVvXsEhdp5K-M4pJoXtIuIl9jd1ZZW084SpGBOItX7VrP2XoGoV8Jj0KJoUqDAOwU_TxOUtPnZm16VPY9n1isT1By59LxeW0RtZv_aEo3-J4XVE29sG0yCIN4HZ4FqojbtPGma26pIB-HzmncRyEkbfe7hueYn6qdbMxFMMrwUmvA5WhDA6NvgOO3giuFTXpGw=s16000" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></p></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Like the first technique, this one is also quite easy to build. It's simply a dual-axis chart where the top axis is an open circle shape and the bottom axis is the actual pie chart. The key is that in this pie chart, the section you are not interested in should be made the same color as your background, in this case, white. Then just size the shape to be slightly smaller than the pie.</span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I don't use pie charts very often, but the next time I do, I will design them exactly like this.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">3. Highlighting Text</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Before using Tableau, if I wanted to highlight text in some way, I would have likely just made it bold and/or underlined it. But in my five years of using the tool, I've seen a ton of cool techniques to highlight text in a visualization. Over time, I've compiled some (and created at least one) methods of doing this. These are shown below. Please note that this phrase and first method were pulled from <a href="https://twitter.com/jreevers5" target="_blank">Jennifer Dawes</a>' wonderful <a href="https://public.tableau.com/app/profile/jennifer.dawes/viz/ThePotentialofFemaleWealth/ThePowerofFemaleWealth2" target="_blank">viz she created for the Women in Analytics</a> dataviz competition - thanks, Jen!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh3zJeEgV3roN-7e1nogpNS-tCXXXTFy2LFHd_nqJ9NV3ufqzFHKIeS_VrqVxBxz482Arxsifi8XXBIIhC2JCApKHvIbL4P9m1HVSjgBRdHRH7fpPzYtO1uAqTmUTfTBaQLnxfuEvUvMRv5EuQ3U_W0QdqFUrYLoUx8OBfwoLANs1vAretjoodhVrIsWQ/s16000/Highlight%20Text.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">These are all pretty simple and involve changing the size or color of the text and/or adding blocks of color. The blocks of color can be easily created in Tableau by adding a text box or blank object and changing the fill color (</span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">or in PowerPoint by going to Insert / Shapes, and then choosing a rectangle).</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">However, the last one (the paint swipe) is a bit different. I came up with this idea several years back and it happens to be my favorite text-highlighting technique. I used it in my <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/TheTableauVisionaryZenCollection/TabeauVisionaries" target="_blank">Tableau Visionaries Collector's Edition</a> viz, I used it a half-dozen times in a project I'll release soon, as well as dozens of times in company PowerPoint decks. This does require you to use a tool other than Tableau. In my explanation, I'll use PowerPoint.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">First, download the free font called Deadly Finisher; you can get it <a href="https://www.dafont.com/deadly-finisher.font" target="_blank">here</a>. (To install, double-click the ttf file, and click Install). Once it has been installed, open PowerPoint (if it was open before the install, you'll have to close and reopen it). Insert text of a slash (/), change the font size to something large (say 600), and then change the font to Deadly Finisher. From here, rotate it clockwise about 80 degrees and optionally change the font color. The result should look something like this:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh2Wc_Mum5Z-dWOWgXorggHJFvf2iXVNgDl115gbsB-3SSqZADpQN71vb4hWg_d7vBZu9J9QucA5qC7GZooqBkTDJBRolOLNElVdiX9Cm8w4g5ich2oV5BBrCX9mWgiy1ou39W8OcCTDD-b2CFzH-H9jPAXNUSASJtv2N8nJC0YvCMFsfEn4d9J8nb2PA/s16000/Highlight%20Slash.png" /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">From here, select it and save it as an image (you may need to crop it), then bring it in as an image within Tableau and simply float it behind your text. It's so impactful and just adds a nice design element to your viz.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">4. Punctuated Bar Chart</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The last one today comes fr<span style="background-color: white;">om <a href="https://twitter.com/VizWhat" target="_blank">Jared Flores</a> who</span> gives design credit to <a href="https://twitter.com/canonicalizedco" target="_blank">Dorian Banutoiu</a>. <a href="https://twitter.com/willchamp_/status/1610376053549047810?s=20&t=0dkAin31LutlCCw0Vyjrqg" target="_blank">William Brown</a> calls this technique a "punctuated bar chart" (what a great name!) Below is an example from <a href="https://public.tableau.com/app/profile/jared8766/viz/PutSomePrepInYourStepChannelAnalytics/YouTubeAnalytics" target="_blank">Jared's Prep in your Step dashboard</a> as well as one that Ken built for <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/Top5MostFavorited/Top5" target="_blank">Tableau Public</a> using the same style. Man, I love this so much!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img src="https://blogger.googleusercontent.com/img/a/AVvXsEiCo0RbXPeZIJxPDSbGv7M8HzGPXqOFpgxi5ovxIKTE2qUKFc5VjP7j56Bpd2IICAo_FWtT1Pu8qSFoj5ZQWxsQIDn9HcnYRGH6PmtLW9_il9RSci9x9S8p6E5Tofho0BAXmF6ZxLGh_ZeAuqwnIUh3BUvOakIwoz-XzWd-ZMg7Ym4rj3-cin-RYoJ5CQ=s16000" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><br /></span><p></p><div class="separator" style="clear: both;"><img src="https://blogger.googleusercontent.com/img/a/AVvXsEgovM8aK_NnEsso3oEWYtRziTmJLYU11_2vYnWICPC8XJ_sppa1-3ryRPfnwFsV7FYF6SFRLnxAi5Aex3w4qOeESxQ-tHcQ0nEXaghoJTTDMUs0GxKvsPRCB9RdTR93yWMjppQ6TCrkkhRWYf589ODtsumtc3cksGfYpZ-jsc-mkS24Q4qaGiZ28t-PPA=s16000" /></div><br /><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Like the other 3 techniques, this is super simple. It's just a dual-axis chart with a bar on one axis and a Gantt bar on the other. In both of the above examples, the color of the marks is exactly the same, but the opacity was reduced on the bar. What a great technique!<br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Alright, there you have it...four design techniques that I am obsessed with! Thanks for reading and I hope to see these designs used all over the place!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></p><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">, </span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>October 16</span><span>,</span></span><span> 2023</span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div><br /></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-10733388029592877402023-10-09T06:30:00.008-04:002023-10-09T06:30:00.131-04:00Customize Your Tableau Filters<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgut0ZCO4CTUK4rb9dTJLOxcUdZ7BD5uHJupDgkhtwROIO1s5L-WFuGja0cvT9MXslXo8CLmLjzZk8MqMAF-cmuq56P1Z-w_9LokobIepY4CEYE3-anwEep04IbOUaCqYF766rPoqZYiY69GZzEZ2VIcbMZSn7QuH5dH9x7_PDxecoLA-k2i2DJLTYb7YWq/s7700/Header.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="3400" data-original-width="7700" height="141" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgut0ZCO4CTUK4rb9dTJLOxcUdZ7BD5uHJupDgkhtwROIO1s5L-WFuGja0cvT9MXslXo8CLmLjzZk8MqMAF-cmuq56P1Z-w_9LokobIepY4CEYE3-anwEep04IbOUaCqYF766rPoqZYiY69GZzEZ2VIcbMZSn7QuH5dH9x7_PDxecoLA-k2i2DJLTYb7YWq/s320/Header.png" width="320" /></a><br /></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I’ve always wanted the ability to
customize Tableau filters a little more than what’s possible out of the box.
For example, it would be nice to be able to change the style of the checkboxes
or add some additional text or use a completely different UI. Aside from UI,
I’d like to be able to enable additional functionality such as the ability to
define which items are selected by default or trigger an action based on a
selection. I’ve been faced with these challenges several times in the past and
have struggled to find an out-of-the-box solution. So, today I’m going to share
a method for creating your own 100% customizable filters in Tableau. I’ll warn
you ahead of time that this will be an advanced technique, so I would only use
it when standard filters won’t work.<span></span></span></p><a name='more'></a> <o:p></o:p><p></p><div>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">UI Examples<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Before we jump into the tutorial, let
me first share some examples of what we might want to do. Let’s start with UI.
Note: Our focus throughout this blog will be on multi-select filters, but we
could apply these same techniques to other types of filters as well.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">A standard multi-select filter looks
something like this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHVMDCTlNldEukMBiHbuPoH3i-uHB_mdJgST3_O5oJQvXH1LsjA6LRkATa7Dxqgci6CuesrkytYeXOB3lLSS3tbxAtbZopS4Rnie1oJA24sNKN94jlGwp7bGjzisEmY8DyLnCoDIQAD7m4tyiAKMjGNlrHKkyFmaTziYfzjM_dbWmXREg9yZP_hiY4xq1_/s16000/01.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We could start by adding some
additional information to the text. For example, perhaps we just want to show
the number of rows for each month. Here we’ve added the row count in a smaller
and lighter font:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZ9m-BNzxsFA1225lIEeQFJ_BIWzcGPpGjt7RckIgg_bgGbBwWW0AfG7DIwKVO8jswajJqLBsSU-o11KVviERD8kYetwVAaBrh4LZFeUGClJj7cnIjQmcYZYqfigTbAN4e2yIsWAAOnnysn3j7YidCDaYr21MwejhIW5oBe6AdxqwUuYDbgx2JNX82B2Iu/s16000/02.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Perhaps you want to have multiple
lines of text?<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZ1ursk1NY-MUtID551WyCtdOKbXuemkkbuumMFpt0WUJb3fEuxbrTGB61ahixS_W4em9D_2rVGASe2R9zNHnARYeoXImFM7nK0EPO8TyiAyNTYFEI7y1TptkSrYxHx6gNtBugLy0Jpx6BN3punVsfA1mGeDX4qI_YoN4tl49rj_bSuB-zAWOPiOlTSWp1/s16000/04.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I’ve always wanted to style filters a
bit differently. This could be particularly valuable in embedded analytics when
you want the style of the Tableau content to match the overall website or app.
For example, in the following, I’ve used blue checkboxes and a light blue
highlight.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhAWHbgTarq1X9qqrkUZHXBt2TMQfZ0Gsf_L76cVFTbxQliUpb9MW_eAqb7g1DVyQrKOpIijEc8EhUscLJHoY3ctv9JuaK23Ts7lbvYXbf82_uWJFlRmibuY0K1DY8z8eJn1TEu3PjY9OILyLsFfWuu8XKOBqkxj8s9XZUZK0s1-Ee9xjJKbPHB93Zy6eQQ/s16000/05.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Or maybe you don’t want checkboxes at
all. Perhaps you’d like to use toggles instead?<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjYqLjX2qc-SqOhg8zhoiNdDrywWt_ap9fHj2F-wQADP9KED4A6qVODMyH0ExitamaYxJ9BC55aRLN5T-WdYabIAyS0ZeQpLpehdGTlQ5lLvr49OA_G-_2Pby8rA-4PDncGyH-m8acrmZcJskduRHyfkw9LT9Hjw3QBJEiGIuR5KCSumh7NGtvFjRoDvXSE/s16000/06.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Or maybe you want a completely
different UI altogether. In the following, I’m using a concept called “Toggle
Tokens”:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiOVqHdt2fd-uIK6FO6crfrkCbW-a8aNHg7zGltewxGrl17LDLjdg4HzmX7zw0bB4IcVx3mBbOydnNL45TT9mgAbGNIAakcNDxXW3qGpH-F1hmaW_8MYqk6HnCAq2e2JGV9Ur7qcITPtinMIyTD0JOC5CUMsoPztY9s2S7-vNRndVvmdM5fjGqA206qLktJ/s16000/07.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Those are just a few examples, but
the sky is the limit. With the technique I’ll be sharing, we can customize
filters however we want—we can change text colors, checkbox colors, background
colors, checkbox styles, use completely different UI layouts, put filters in
columns and rows (or even a single row), add dividing lines, etc. Pretty much
anything we want!!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: If you’d like to interact with these
examples, you can access them on Tableau Public: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/CustomFilterUIStyles/Styes" target="_blank">Custom Filter UI Styles</a><o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Functional Examples<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But UI is just the start. With this
technique, we can implement several pieces of functionality not available in
normal filters. For example, what if you want a filter to automatically select
the last 3 months? Or, perhaps, you want it to automatically select any month
that is complete (i.e. not the current or future months)? The examples I’ve
shown earlier are automatically set up to select the last three months. And you
can see in the multiline example that I’ve shown which months are “complete”
and which are not. With a few tweaks, we could easily set up the filter to automatically
select only the complete ones.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Perhaps you want to give your user
some additional information about the filter option but don’t want to display
it right on screen. Wouldn’t it be nice if you could use tooltips to provide
that additional info?<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilVFTQ2gh7BC9G7MoOn5y3vBnuFkqqPzf_VsworxHOfkDelWu0WgBjhP0NrpcKGwnyWaDHU9fNiDvE5OuNsvv5hc3PjaCZOkL7nlQereR-nfKKm6KQAAr2SnlrhowkmR1xSc6g3XgHJzXgqRFYJdOvXT56NbMGJzU4R-QKI4ZZl7avHes4fhoVQCp5RoIy/s16000/03.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">You could even implement viz-in-tooltip
to show quick charts or provide some basic data profiling.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">A problem I’ve run into several times
in the past is the need to trigger some sort of action based on the selection
of a filter. For example, perhaps you want to prevent your user from
deselecting all options, so when they deselect everything, you want to
automatically select the last month. You can’t do that with filters, but you
can with this technique.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We’ll get into this in the tutorial,
but this technique leverages a parameter to store information about which
options are selected and deselected. Because this information is stored in a
parameter, it means that the filter can be used across multiple, unrelated data
sources. For example, perhaps you have one data source with an Order Date and
another with a Ship Date and you wish to use the same filter for both. With
this technique, you can easily do that. In some ways, this technique is
essentially like being able to create multi-select parameters.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">How-To<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Now that you understand the use
cases, let’s talk about how to create these custom filters. Here is the basic
concept:<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><br /></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> Each filter is a sheet.<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪ </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">A parameter stores the states of
each item in the filter.<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> Parameter actions are used to add
and update the state of items as they are clicked.<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> Custom shapes are used to visually show
each item’s “state” (whether an object is selected or deselected).<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;">
</p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> As items are clicked, the sheet is
filtered to show the correct custom shapes.</span></p>
<p class="MsoNormal" style="line-height: normal;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s start with the last item first
since it will require us to do some data modeling. We’ll get into this more
later, but the goal is that users can click an item and the box will toggle between
selected and deselected. The problem with this is that, when you click a mark
in Tableau, it generally remains selected until you click it again to deselect
it. Because of that, you’d have to click each item twice to toggle it. There have
been several documented hacks for correcting this problem, but I’ve personally had
issues with them in certain situations. So, to avoid that, I bring in an Excel
or text file with a single column, <b>Toggle,</b> and two rows, “Checked” and “Unchecked”.
I then relate this to my data in the Tableau data source using a 1 = 1
relationship. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEih1Fv77JmCeN6GOKASszTBx6Seh5NgTDwXm4AnqkAjrEtmErxE2-M8cA5Dw1rM3o4vG3Hzuahjy61nxGxdq7DG3FlNXQ7VhsuhUwxVpjdFIIE4fEGiLuQzrKl-zmXgimjWdD-1kDXtRETXk5zmsOxAZdWLTd7vfqrzpotDfzgf8PI8zGpQnprTjYGpjP_g/s16000/08.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Theoretically, this will duplicate my
data, but that’s not entirely true. When the toggle data source is not used on
a sheet, Tableau will never include it in its query so the data will not be
duplicated. When the toggle <i>is</i> in use, then it will be duplicated, but we’ll
deal with this by filtering out the extra data. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Now here’s the trick…We’ll use this
toggle field to filter the data every time an option is clicked. When data is
filtered, any existing selections are cleared. So, by filtering the data on
each click, we’ll never have any selected marks. Thus, we’ll only need to click
once to toggle the value.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">With our data modeled, we’ll create a
new sheet. We’ll create an inline calculation on Columns with value, 0.0, we’ll
drag our dimension to rows, and we’ll choose the Shape mark type.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEha2B966SWdOXvO5022TftXOarHi_41CC-QAOHwv_JCs1bGjt7N02XeHiPR9M90IyviwkrDJ83STP1WjePWsFtL_lPifsdWgbAxrjVi25EO-CckPJEdLJNfyQdnFz5V9pxnyZ0DF6GYxnizS_Snm2tZMd_fgcZZvuSBE5QihF9H0dMHHoBZTV-tndocJT48/s16000/09.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Next, we’ll edit the axis so that it
runs from -0.1 to 1, we’ll drag our dimension to the label card, then we’ll hide
the header for the dimension on the rows shelf.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfjUjupSDT5OffxQZsgIoXSVs-jfoxO1yFqx2PHCJqLcDid8rSvLH6g75tPHmy3p9D0kE0yO0P4h4o6riLg5N8XcCD2ewA4wZClvUajCJbrqWngf8svUceciSymEGj8clCFP_VKQ9TDJfB1C15T4rC66pOTnbDlhasLZoWkTNgW2w5ZQtLc39sDbYTNA7h/s16000/10.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Now we’ll drag <b>Toggle</b> to the
shape card and assign custom shapes to the Checked and Unchecked options (Note:
I created all of mine in <a href="https://www.flerlagetwins.com/search?q=PowerPoint" target="_blank">PowerPoint</a> and
have uploaded them here: <a href="https://drive.google.com/drive/folders/1txz98WQU0Bz7J31xdVrDPLzclPyuiPgt?usp=sharing" target="_blank">Check Shapes</a>).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3TBNYWhgpfpqSCWupZ04sQ_YV51DLPSo-IaMIDrrAb_pdtsZnJuX6SUznizz5JyxTI_n0HrFUa3g70ShdV-Sl-rHOs17YjaN4jjxyFKQ7m4fcd8BLN_WckHvjqy3lx2U3v0D0xRWOwcrBUo2wwaFKhw77LH4hUhIYUPrSaiD4QJxBLMs7SnoR68bCt2lp/s16000/11.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">While it appears that we’re only
showing checked shapes, both shapes are shown. They are on top of each other,
making it look as though only the checked ones are visible. We now need to make
it so that, when an item is clicked, it toggles between being checked and
unchecked. But, before we can do that, we need some place to store the current “state”
of each item. For that, we’re going to use a parameter. We’re essentially going
to build a long string of values with the state of each item and store them in
the parameter. For example, if the parameter reads </span><b><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">;2023-11-01
00:00:00|Unchecked;2023-12-01 00:00:00|Checked</span></b><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">, this means that
November 2023 is unchecked and December 2023 is checked. By default, we’ll treat
a value as unchecked if it is not in the list. Thus, January through October
are unchecked in this example. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s start by creating the parameter—I’ve
called mine <b>Selections</b>. We’ll leave it empty for now, indicating that all
items are unchecked. Then we’ll create a calculated field to act as a filter on
our sheet.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Toggle Filter<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Keep only the
month and toggle values that are in the parameter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">IF
<span style="color: #3975a2;">CONTAINS</span>(<span style="color: #946db0;">[Selections]</span>,
STR(<span style="color: #ff9900;">[Month Year]</span>)) = FALSE THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"> // Value has never been initialized, so
it's unchecked.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> IF <span style="color: #ff9900;">[Toggle]</span>="Unchecked"
THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> "Keep"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> ELSE<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> "Hide"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">ELSEIF
<span style="color: #3975a2;">CONTAINS</span>(<span style="color: #946db0;">[Selections]</span>,
<span style="color: #ff9900;">[Month/Toggle]</span>) THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> "Keep"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">ELSE<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> "Hide"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This will check the values in the
parameter and determine which are checked and which are not. We’ll use this as
a filter on our sheet, keeping only “Keep” values, which will ensure that we
only have one mark for each item—either checked or unchecked, but not both.
With the parameter example shown earlier, we should see this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhV8wlVHKYEQgcHrVBxZddHs6b_ckwud_rl9JdWS2F62nlQsIVVTp2Fmt0p-C19bVwxcGlP3ET4ewImwAles2ARCVhiNkGdQSqf4dOIKN-MDgZNxLGHH4vyoS61yH1PFkBbiTu8g7tDy9sC2WwAXQvGYBSS8Z-Opqou6TIjHkYTRiDwV9fCOxJ3oRE2dNKc/s16000/12.png" /></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We’re going to build the
functionality for maintaining the parameter momentarily, but let’s first create
a filter capable of filtering actual charts. We’ll create the following
calculated field:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Chart Filter<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Filter any month
that has Unchecked in the parameter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">IF
<span style="color: #3975a2;">CONTAINS</span>(<span style="color: #946db0;">[Selections]</span>,
<span style="color: #3975a2;">STR</span>(<span style="color: #ff9900;">[Month Year]</span>))
= FALSE THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;"> // Value has never been initialized, so
it's unchecked.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> "Hide"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">ELSEIF
<span style="color: #3975a2;">CONTAINS</span>(<span style="color: #946db0;">[Selections]</span>,
<span style="color: #3975a2;">STR</span>(<span style="color: #ff9900;">[Month Year]</span>)
+ "|Checked") THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> "Keep"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">ELSE<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> "Hide"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This calculation checks our field, <b>Month
Year</b> against the values in the parameter to determine if they are checked
or unchecked. We’ll then filter our view keeping only “Keep” values. Here’s a
sample chart using this filter and the parameter example shared previously. As
you can see, only December is shown.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEisrEUen2VENmrkR9Z8h4R8-UGXPn1MA36EuZIZimcsbZNkMDiUM6owA7-6Xwg-7Kjz9c6CgztziAPcZQ9hpLl5ynxLBacKeWGqCia79LOCalddivO2b3n-RllL2Ib4-y7FjidwmVsy9ymEgC764D21pxl3TT58Iw7ryhVQz9HQ48rGxq8Gq1SBVG2i0a3Y/s16000/13.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Creating the Interactivity<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Yay! We now have a partially
functional filter! The last piece is to create the functionality allowing users
to interactively check or uncheck each box and load that information into the parameter.
The technique we’re using for this is very similar to one innovated by Jonathan
Drummey and documented in his blog, <a href="http://drawingwithnumbers.artisart.org/parameter-actions-using-a-parameter-a-data-source/">Parameter Actions: Using a Parameter as a Data Source</a>. In the blog, Jonathan details
how we can use parameters to store data and parameter actions to essentially
add, remove, and update the data in that data source. It’s a brilliant
technique so be sure to read his blog!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Here’s essentially what we need to do
when a user clicks on an item in the filter.<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><br /></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> When an item is currently checked, update
the parameter setting it to unchecked. The value will be </span><b><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">;<Item>|Unchecked</span></b><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"><br /></span></b></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> When an item is currently unchecked,
update the parameter setting it to checked. The value will be </span><b><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">;<Item>|Checked</span></b><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><br /></p><p class="MsoNormal" style="line-height: normal;">
</p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">▪</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> If the item already exists in the
parameter, we’ll remove the existing item and add the new one. If it does not
exist, we’ll simply add the new one.<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><br /></span></p>
<p class="MsoNormal" style="line-height: normal;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">To do this, we’ll need a series of calculated
fields:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Value Add<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// What is the value
that will be added to the parameter?<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">IF
<span style="color: #ff9900;">[Toggle]</span>="Checked" THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> <span style="color: #3975a2;">STR</span>(<span style="color: #ff9900;">[Month Year]</span>) + "|" +
"Unchecked"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">ELSE<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> <span style="color: #3975a2;">STR</span>(<span style="color: #ff9900;">[Month Year]</span>) + "|" +
"Checked"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Value Remove<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// What is the value
that will be removed from the parameter?<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">IF
<span style="color: #ff9900;">[Toggle]</span>="Checked" THEN<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> <span style="color: #3975a2;">STR</span>(<span style="color: #ff9900;">[Month Year]</span>) + "|" +
"Checked"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">ELSE<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";"> <span style="color: #3975a2;">STR</span>(<span style="color: #ff9900;">[Month Year]</span>) + "|" +
"Unchecked"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">END<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Value Updated<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype"; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// New value for the
parameter after removing and adding.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in;"><span style="color: #3975a2; font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">REPLACE</span><span style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">(<span style="color: #946db0;">[Selections]</span>,
";"+<span style="color: #ff9900;">[Value Remove]</span>, "")
+ ";" + <span style="color: #ff9900;">[Value Add]</span><o:p></o:p></span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Drag <b>Value Updated </b>to the
detail card on your sheet (in some cases, you may need it to be an attribute). Now
add the sheet to a dashboard and create the following parameter action:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivBM4XfA0l5AI458rRayEdhXkVxWzSL_Yo0ZGEMasS5BtTicm3MtUNAql-F560bobndJ2il7YtDATc-6npid1asckcyw1_32cVC9dKLs5AwXKZFhDQPTN_cKdpxvbawLJPO7_pYH0Lt6WTSQAXg-PsniX2d4n3ijnbknrUuGKOeVkThKc-zXC-AodvX27e/s16000/14.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">And with that, we’re done! We now
have a completely functional filter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8ezpwn3MZqzw97GkOza7c6P-e3kyVQ3S-xklnjjUg6XctQhfzqfCpUuVXkejkp5R2ZoW5Pj0mEI_DWnJ1rzpXRWEQxOxeeNr_twoibEWApQdRglcRD3XJt6cvxZzrWMp856a4L6IZVc8V_L_IVEh7BIHKwqXq6-Fp3MDcrFBkp0lSeXpcEO43RlzRzWGP/s16000/15.gif" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Customizing It<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The beauty of this filter technique is
twofold. First, it’s a sheet using custom shapes so you can customize it
however you want. The UI examples I shared earlier were all created by simply
customizing the shapes, layout, etc. of the filter sheet. The options are limitless.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/CustomFilterUIStyles/Styes" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmSguA0ft_16RlVhOFMAdefddVtvpvwwJINuuXo4YkMcpEOkrh0TpWHH5AI0p1eR07kE1-b5YGsoeRkVqDUpisc6dZ-HyzTc38IhDO7HvU2j3JuME_4DvtfGyCveO-Z11J7OsYPoQK_64aPu5bXwY3dUuKaj_7lJuiOWjDRZH2XoiyES_TECmzE9ryxJS4/s16000/Header.png" /></a></div><br /><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">But, because
this is a normal sheet, you can do all the other things I mentioned earlier—edit
the text, add tooltips, trigger an action, etc.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Second, since everything
is ultimately driven by a parameter, we can take advantage of the extra functionality
of parameters. For example, parameters are data source independent, which means
they can be used across multiple data sources—something you can’t do with
filters without a blending relationship. In many ways, this technique essentially
allows you to create custom multi-select parameters.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">We can also
leverage dynamic parameters to specify which items should be selected by
default. For example, let’s say you wanted to always select the last three
months. We’ll start with two calculated fields:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Max
Month<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Last month in the
data.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #3975a2; font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;">{FIXED </span><span style="font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;">: <span style="color: #3975a2;">MAX</span>(<span style="color: #ff9900;">[Month Year]</span>)<span style="color: #3975a2;">}</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><b><u><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Default
Selections<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Default selection
to show the last 3 months<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Need LOD to make
it "viz-independent" for use as default value in the parameter.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #7f7f7f; font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt; mso-style-textfill-fill-alpha: 100.0%; mso-style-textfill-fill-color: #7F7F7F; mso-style-textfill-fill-colortransforms: lumm=50000; mso-style-textfill-fill-themecolor: background1; mso-themecolor: background1; mso-themeshade: 128;">// Be sure to add
";" at the beginning.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="color: #3975a2; font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;">{FIXED </span><span style="font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;">: <span style="color: #3975a2;">MAX</span>(<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;"> ";" + <span style="color: #3975a2;">STR</span>(<span style="color: #ff9900;">[Max Month]</span>) + "|Checked;" <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;"> + <span style="color: #3975a2;">STR</span>(<span style="color: #3975a2;">DATEADD</span>('month', -1, <span style="color: #ff9900;">[Max
Month]</span>)) + "|Checked;" <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;"> + <span style="color: #3975a2;">STR</span>(<span style="color: #3975a2;">DATEADD</span>('month', -2, <span style="color: #ff9900;">[Max
Month]</span>)) + "|Checked"<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span style="font-family: "Courier New"; font-size: 12pt; mso-bidi-font-size: 10.0pt;">)<span style="color: #3975a2;">}</span><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">We’ll then
edit our parameter to use <b>Default Selections</b> when then workbook opens.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhKHeR7Eruhk5JbQV5WpP5jqURWoF1uoOIPOtcCqAeLrsZ8r7U8oqvwg5Ujbkwokq-5OoX0BUGxOFlg4MERuvocu642yXgXlZ7hI_WDiPhu0mU6UHUcp--9RwhLrxFcicLLZ5MhwlmscZ4FvHezQx0UhUVtQUZCibeczYhvWwR5H9bCL-5uhGgdZQvHeYHS/s16000/16.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Or, as I noted
earlier, you could set it up to only show complete months. As long as you have
the data and logic, you can make the default selection pretty much anything you
like.<o:p></o:p></span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">A Few Additional Thoughts<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Before I wrap this up, I want to
share a few additional thoughts on things that you can do with these filters. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 16pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Dropdowns<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The examples I’ve shared display the
filters in a list format (i.e. all items are shown at once). I generally prefer
dropdowns because they save space. You can implement that here by using a
collapsible container or using dynamic zones. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 16pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Apply Button<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I love <b>Apply</b> buttons for multi-select
filters because they prevent the view from being updated in the background each
time you select an item. We could use apply buttons here by creating a staging parameter.
As you select options, it will update this parameter. But, when you click the <b>Apply</b>
button, it copies the value from the staging parameter to the parameter used
for the filters.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p><p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 16pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Overall Apply Button<o:p></o:p></span></b></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In 2020, I wrote a blog called <a href="https://www.flerlagetwins.com/2020/04/parameter-apply-button.html" target="_blank">An Apply Button for Your Parameters</a> that shared a technique for creating a global <b>Apply</b> button for your parameters. The technique shared is essentially what I shared in the <b>Apply Button</b> section above. Since then, I’ve been asked several times whether this was possible with filters. With normal filters, it’s not possible, but since this custom filter technique leverages parameters, we could theoretically create a global <b>Apply</b> button that applies all of the custom filters at once.</span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p><p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 16pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Clear All Filters<o:p></o:p></span></b></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I'm regularly asked if it's possible to create a "Clear All Filters" option. While there have been many hacks and solutions developed, I've personally always had problems with these solutions. But, since this is all parameter-driven, we could theoretically create a button that clears the filters, setting them back to their default states.</span></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Wrap-Up<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I’ll acknowledge that this technique
takes quite a bit of time and effort. And I’d guess that 99% of the time, it’s
better to just use a basic Tableau filter (or set control or parameter). But when
you need just a little more flexibility—either with the UI or with the functionality—I
think this is a super cool technique. And I suspect that I’ve only scratched
the surface of all the cool functionality you can add using it.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Thanks for reading. I hope you enjoy going
on this journey with me! If you have any thoughts, please leave them in the
comments section below. If you’d like to interact with or download the workbook,
you can access it on Tableau Public: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/CustomFilterUIStyles/Styes" target="_blank">Custom Filter UI Styles</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Ken Flerlage, October
9, 2023</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><a href="https://www.moxyanalytics.com/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Hire Us!</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://twitter.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Twitter</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">LinkedIn</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">GitHub</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Tableau Public</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="http://www.moxyanalytics.com" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFwXUA-Z5zJtyvq4RajyrzwWwf7FLTlz9QBG82njlfrJl72wgH5vcOjzqOPiz9nu-hcOeJtrDhRdzBQzl0Ngp3VbYSzHnQdD_UkYWA0nvnk7GcfbaJeGgjnOO6nguIJMZuEDwemDTLn0C4lojqW-IT34VHO0Parh0UXwUSJ1drVeRciwGKykE-trMzhg02/w400-h225/Moxy%20Add%20for%20Website%20Large.png" width="400" /></a></div></div>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com4tag:blogger.com,1999:blog-3178813192704651028.post-58530234281529423232023-10-02T09:12:00.003-04:002023-10-16T17:17:50.996-04:00The Gain & Loss Chart<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_FfHtIwbMpGebLtBpd9EPAwaRhmAWQJa5LzNT-D-xryK5cSq5uzdHtYKz4CTT1xCE3OCA7jtxBhyA1Lv08vc2ADpCiZ9Yv-s91jrVGwzFSop8PtN1H-jX142KwBuQvTHqEbYtXgnIekNlJF2fL5KZqrfZddRaIQCcQ4jrcPB3_DleqJAH_xxQ_P7Ibm-C/s2599/01%20Header%20Image%20Gain%20Loss%20Chart.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1617" data-original-width="2599" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_FfHtIwbMpGebLtBpd9EPAwaRhmAWQJa5LzNT-D-xryK5cSq5uzdHtYKz4CTT1xCE3OCA7jtxBhyA1Lv08vc2ADpCiZ9Yv-s91jrVGwzFSop8PtN1H-jX142KwBuQvTHqEbYtXgnIekNlJF2fL5KZqrfZddRaIQCcQ4jrcPB3_DleqJAH_xxQ_P7Ibm-C/s16000/01%20Header%20Image%20Gain%20Loss%20Chart.png" /></a></div><br /><p></p><br /><p></p><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Recently, a client asked me to build them a visual to show their top 20 most profitable accounts. I created a simple bar chart showing profit and filtered that down to the top 20. However, as I looked at the chart, I wondered to myself...why are they the most profitable? The numbers were all pretty similar (say for example, #1 was $100,000 and #20 was $80,000), but how did they get to be the most profitable. So as a good analyst does, I started exploring that. I ended up adding in additional bars to show Revenue per client as well as Cost per client. What I found was astounding (at least in my opinion).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I found that one account had (as an example) $120,000 in revenue and $30,000 in cost for a total of $90,000 in profit. However, another account had $630,000 in revenue and $540,000 in cost for that same $90,000 in profit. So although they both resulted in $90,000 in profit, they both got there in very very different ways. One had low revenue and lower cost and the other had high costs and just higher revenue. To me, this detail was incredibly important to show my client. It was something that could potentially be really informative to the client and how the client does business. In fact, they might find ways to improve profitability by simply exploring these very different scenarios.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">As mentioned, I started out with bar charts, but thought that something similar to a waterfall might work well. I created a chart, shared it with the client, and they loved it! (I'll share what that looked like momentarily).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Th<span style="background-color: white;">e very next week, <a href="https://www.linkedin.com/in/swexler/" target="_blank">Steve Wexler</a> messaged me asking if I'd want to participate in the <a href="https://sonsofhierarchies.com/real-world-fake-data/" target="_blank">Real World Fake Data</a> challenge that he put together with <a href="https://www.linkedin.com/in/mbradbourne/" target="_blank">Mark Bradbourne</a> and <a href="https://www.linkedin.com/in/jacquimooredata/" target="_blank">Jacqui Moore</a>. The data was related to <a href="https://sonsofhierarchies.com/real-world-fake-data-hr-cross-functional-mobility/" target="_blank">HR Cross Functionality</a> and showed the movement of individuals within departments of a company. Essentially, who joined that department and who left it. I thought to myself that this chart I had recently created for my client would work perfectly for this! Ultimately, I ended up with a chart that looked similar to the following. (Check out <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/RWFD-HRCross-FunctionalMobility/RWFD-HRCross-FunctionalMobility" target="_blank">my actual RWFD dashboard here</a>).</span></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwNnRsERwgEg0ZyQUVoEh8ktigcGanUk7EpV0Ggb9ej-bjjYq0ePrm-n7Z9Ma3dok63FWiUNr94U3r-pWQkyY46UGF7_4YBl0OBrz467b6B9ThHAZOAo-gHmdfa1nI-IWSHXX9haYnj22PPUNdRN-fn2Coc3fuQ-4sl4OgDkG1hRRBRnUy4hY36kqh6K1F/s16000/01%20Header%20Image%20Gain%20Loss%20Chart.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span></div><br /></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">When I shared this with Steve, he was really excited about the chart (and the dashboard as a whole). Since I had used the same exact chart twice in one week, I figured I'd write a tutorial on how to build it.</span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">First, let's talk about the data. The RWFD data was quite challenging to work with. I ended up doing some data modeling to get it in a nice format, but for this tutorial, I've simplified the data. You can access it via my <a href="https://docs.google.com/spreadsheets/d/10svobfogix2E1Xqxdbxc0uB5w6uN_LSlAEBEJ4Udd-E/edit#gid=0" target="_blank">google sheet here</a>, and the data looks like the following:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj6VnkeTht8P8nne5JGdcEW_cv9kYUOHH8yy2qSYPZBNEQx1o2_EC5av2mwMJFd199QbyDjqAqVS4gY0Szuvxbza8Ck10Bqg9IMJFqykFa-NwaodBPmadBpLYqvhtCHoqKUCMKea8H7KThuKEIVC0WI2bpAQv8ZIdoWQrKzNoSIC7nN38jSZu_PFzvUmsS6/s16000/02%20The%20Data.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Okay, let's think about how we might build this. (For reference, I've included a portion of the chart below). I'll admit, I've never built a waterfall chart...never. And for this chart, I didn't read any tutorials for waterfall charts, I just thought through how we might create it. First, it looks like a bar chart mark type, but how would we utilize bars to build this? The bars start at different points. The gain bar starts at zero and moves to the right where the loss bar starts where the gain bar ends and moves to the left. I'm not sure how to do that with a bar, so I opted to do it with sized Gantt marks.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjxZCqeXhCbL1R59Rzs46xistdmWyLoaie6eOfmRF7XuU0jc9gBVxugueSKrNvJK4mXQKRa_ujJT92GPcjf-0AjhXLNrXOX5dB9wHweiriJmfSs6vAvB7PWlAIsFRe1JF7zhoWw6r-I_AhvTepPnV4I7BFfnxJ5Su2ZBhL1xk0XVp9i-K_0L17jDhuIprdy/s16000/06%20Example.png" /><span style="color: #404040; font-family: Palatino Linotype, serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjxZCqeXhCbL1R59Rzs46xistdmWyLoaie6eOfmRF7XuU0jc9gBVxugueSKrNvJK4mXQKRa_ujJT92GPcjf-0AjhXLNrXOX5dB9wHweiriJmfSs6vAvB7PWlAIsFRe1JF7zhoWw6r-I_AhvTepPnV4I7BFfnxJ5Su2ZBhL1xk0XVp9i-K_0L17jDhuIprdy/s413/06%20Example.png" style="margin-left: 1em; margin-right: 1em;"></a></span></div><div class="separator" style="clear: both;"><br /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">If you don't know how Gantts work, if you plot them on their own, it will simply show a thin bar at that mark value similar to plotting a circle or shape mark. However, when you add something to size, then they grow accordingly. Check out this GIF where the Gantt mark is plotted to start at 0 but then sized based on the Gain field (a value of 6 in this case).</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjsedNXfRHA1d8qdEN5otx1Xp2v6DKaEO66VIX4adr0VIK6GKr-3ypPNKKbb7viLo-DHHaKfFi_ceItUvIEBCual5ClxUETGy2eXHTZmmcCuRa58z5TeLAJ4VAr-4I_gYzNbXSJ8GKki7o7ryPDTsrBJeH_l7tzJYLyTL9vPjaOaJp-0FjS4hsoRpFRWIAT/s16000/03%20Gantt%20Mark.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">So we need to do two things: 1) </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">determine the starting point of each Gantt bar. and 2) determine how to size each Gantt bar. Well, the latter is simple, it will be sized solely based on the measure value. For Gain, we size the bar using the Gain value (in the image above, that is 6). We do the same for Loss, we size it based on the value of Loss (negative values for loss will move toward the left). So let's focus on the starting point. L</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">et's look at the chart I created to see this visually:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg67eKpilWwDFA5dCr1MWdMzqwSEiFGVOXkB4-pWe9kwjo-OdkXBiAhnn0v1pXm9WYUoHmsqZKjTd3L0zHGHuGxjcQlqNcVyYPn8JpfF972Jc3h6WSZUe0zewRikPrHKQUWtLTHI_01MStEiIFGE0YzJ8urNxj5OAXNUGojYp-M4h12RMKu4DBPfcyxFAEb/s16000/04%20Starting%20Points.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">So let's create two calculations, one for the starting point of Gain and one for the starting point of Loss:</span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span> </span><span> </span><b>Gain - Starting Point</b></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span> </span><span> </span>0</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span> </span><span> </span><b>Loss - Starting Point </b></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><span> </span><span> </span>SUM([Gain])</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Just like we showed before, the starting point for Gain is 0 and the starting point for Loss is just Gain. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Those are the only calculations we need to build this chart, so let's get into the actual build. I'm going to walk through all the steps, but then I'm going to provide a GIF showing all of these steps in detail. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">1) In this case, we are looking at the gain and loss by team, so place <i>Team</i> on Rows.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">2) Place <i>Gain - Starting Point</i> on Columns</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">3) Change the mark type to Gantt Bar</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">4) Place <i>Gain </i>on the size card for the <i>Gain - Starting Point</i> axis. You should see it size like the GIF above.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">5) Add <i>Loss - Starting Point</i> to Columns next to the <i>Gain - Starting Point </i>pill. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">6) Make sure the mark type is also set to a Gantt Bar</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">7) Add <i>Loss</i> to the size card for the </span></span><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Loss - Starting Point</i><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> axis. Again, you should see it size like the GIF above.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">8) </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Add </span><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Total Movement </i><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">to Columns next to the </span><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Loss - Starting Point </i><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">pill.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">9) Change this mark type to a Bar (not a Gantt Bar).</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">10) Create a dual-axis using the two Starting Point fields and synchronize.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">11) Add <i>Measure Names</i> to Rows next to <i>Team</i>.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">12) Right-click on the <i>Measure Names </i>pill and uncheck Show Header.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">13) I personally like to label the bars with + values and - values. To easily do this, use CTRL to multi-select the <i>Gain, Loss, </i>and <i>Total Movement </i>fields. Right-click, choose Default Properties, then choose Number Format. Choose Number (Custom), set it to 0 decimal places, then choose Custom at the bottom. You'll see </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">#,##0;-#,##0. Add in a '+' before the entire thing: +#,##0;-#,##0. This will set your formatting on these three fields to show a '+' for a positive number and a '-' for a negative. From there, I simply add the appropriate labels.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">And that's it! A little cleanup and you have a really intuitive chart that provides a ton of context to your end users. Check out the gif showing each of these steps and how easy it really is to create this chart. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div style="text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgvTQIgCX1ffysht6zu1Y54_TbeqNO2PcammVW7uCHatrdvuRYAnOEIXCgduz0ziQ-R2naYrq9zGf1_1spB56XU7tnnQQsqu5f8FyOup-vPGB9khMqGr_XcxOdRiHZJRXrt4_8XIfzpwVP1vSB-Q0HP1ypAY9DeiL6zWe3rA33TEVpXU-TEv95KDlIrYM3K/s16000/05%20Actual%20Build.gif" /></div><p></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">As always, thanks for reading and let us know if you have any questions or comments. </span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span>,</span><span>October 2</span></span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span> 2023</span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-42781997213539619132023-09-25T13:53:00.010-04:002023-09-25T13:57:27.876-04:00Vote for Kevin in the 2023 Information is Beautiful Awards<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMHR3H9y1HpTShvDcONRhtPyxO9poYaj-CbDD5wWcMJll1D_MCvX9IKTVOzG9zoztYg1cNF8OsrcH786TGLaI_YQSzM8gln9HRXKeXw2Om7FT4OLPSrKOmBjjN05vv9lbYmB3LTlKLaFcqxVFsVhO-02KCkqvl9IEwyZtvMcalVm8xhjo6VYxesaG3GmuE/s4421/IIB.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2483" data-original-width="4421" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjMHR3H9y1HpTShvDcONRhtPyxO9poYaj-CbDD5wWcMJll1D_MCvX9IKTVOzG9zoztYg1cNF8OsrcH786TGLaI_YQSzM8gln9HRXKeXw2Om7FT4OLPSrKOmBjjN05vv9lbYmB3LTlKLaFcqxVFsVhO-02KCkqvl9IEwyZtvMcalVm8xhjo6VYxesaG3GmuE/s16000/IIB.png" /></a></div><br /><p></p><p><span style="font-size: x-large;"><i><b><span style="font-family: "Palatino Linotype", serif;">Kevin has been shortlisted in the Information is Beautiful Awards and </span><a href="https://www.informationisbeautifulawards.com/showcase/5849-conner-boys-bowling" style="font-family: "Palatino Linotype", serif;" target="_blank">we need your vote</a><span style="font-family: "Palatino Linotype", serif;">!!</span></b></i></span></p><p><span style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span></span></span></p><a name='more'></a><p></p><p></p><p><o:p></o:p></p><div><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Before we get to those details, let's talk a bit about the awards. </span><span style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;">The <a href="https://www.informationisbeautifulawards.com/" target="_blank">Information is Beautiful Awards (IIB)</a> is a prestigious competition that celebrates excellence in data visualization and information design. It was founded with the aim of recognizing and showcasing outstanding work in the field of data visualization, where complex information is transformed into visually engaging and informative displays.</span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Since its inception, the Information is Beautiful Awards has become a renowned platform for designers, artists, and data enthusiasts to submit their innovative and creative projects. The awards program has evolved over the years, attracting submissions from all corners of the globe, from any medium, and has grown in prominence as a hub for the best in data visualization.</span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="line-height: normal;"></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Throughout its history, the Information is Beautiful Awards has consistently pushed the boundaries of data communication, inspiring professionals and enthusiasts alike to explore new ways of presenting data-driven stories. The competition's commitment to promoting excellence in information design has solidified its reputation as a prestigious and influential event in the world of data visualization. For more information, check out their <a href="https://www.informationisbeautifulawards.com/" target="_blank">website</a>.</span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Each year, IIB trims all entries down to a "longlist" (Kevin and I have had dozens of entries in the longlist in the past). IIB then trims the longlist down to a "shortlist" of finalists. A panel of judges then chooses the winners from the shortlist. Each finalist gets to attend a gala where winners are announced. Through last year, we'd only seen a handful of visualizations built in Tableau make it to the shortlist. <b>This year, Kevin made it to the shortlist!!!</b></span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Although judges will choose the winners, there is a <b>"fan favorite"</b> community vote. Each member of the community can vote once in each category. If you like </span></span><a href="https://www.informationisbeautifulawards.com/showcase/5849-conner-boys-bowling" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px;" target="_blank">Kevin's entry</a><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">, please vote. if you prefer another entry, please vote for that. But we certainly encourage you to help bring home some gold for our favorite tool, Tableau. </span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">To vote, simply go to your favorite visualization and click the vote button at the top/right. I've provided a link to <a href="https://www.informationisbeautifulawards.com/showcase/5849-conner-boys-bowling" target="_blank">Kevin's entry</a> if you would like to vote for him. Thanks in advance!</span></span></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="line-height: normal;"></p><div class="separator" style="clear: both;"><a href="https://www.informationisbeautifulawards.com/showcase/5849-conner-boys-bowling" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhIoDVIB1Ju6Xx1BjpTOkm9Hvwud-_XvtOF5lS0_AsTWPK6u4uInE5A7eA_8UekgtDG9TrN1aH_krJ3JVaYeq35EfCMMtat2s5-iTY1__vwR1hZzDqa_2G3dTdmIahdJw_rQg3oIE1qdvUK-MthyPLr7BdTyyvmYMYZqFN0LNsLR7Z8cBwPryyaej_SbS-a/s16000/bowling%20dash.png" /></a></div><span style="font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Ken Flerlage, September 25, 2023</span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><a href="https://www.moxyanalytics.com/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Hire Us!</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://twitter.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Twitter</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">LinkedIn</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">GitHub</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Tableau Public</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"></span></p><div class="separator" style="clear: both;"><a href="http://www.moxyanalytics.com" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFwXUA-Z5zJtyvq4RajyrzwWwf7FLTlz9QBG82njlfrJl72wgH5vcOjzqOPiz9nu-hcOeJtrDhRdzBQzl0Ngp3VbYSzHnQdD_UkYWA0nvnk7GcfbaJeGgjnOO6nguIJMZuEDwemDTLn0C4lojqW-IT34VHO0Parh0UXwUSJ1drVeRciwGKykE-trMzhg02/w400-h225/Moxy%20Add%20for%20Website%20Large.png" width="400" /></a></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-7770584960665096802023-09-17T17:51:00.000-04:002023-09-17T17:51:41.875-04:00Ten Tableau Gauge Styles<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGXei2fNZFee2m9GFRKi5izX56h7P9-51HpVnvKTIjIgwveEMJZZOGRXcbLQHHX5R84_7ljcuZHo8_GMOFE9l04jnWREo6Y9ekK_0RDHSGezEAcEKLwwfISptwXb2d4Jih9pWa3qPcGOVDmg1drlDGkfROy0GtYKvzYpetirDIjtT9VIYrOdmvOnvTgYEu/s8192/Header.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="4300" data-original-width="8192" height="168" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGXei2fNZFee2m9GFRKi5izX56h7P9-51HpVnvKTIjIgwveEMJZZOGRXcbLQHHX5R84_7ljcuZHo8_GMOFE9l04jnWREo6Y9ekK_0RDHSGezEAcEKLwwfISptwXb2d4Jih9pWa3qPcGOVDmg1drlDGkfROy0GtYKvzYpetirDIjtT9VIYrOdmvOnvTgYEu/s320/Header.png" width="320" /></a></p><p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I built my first
gauge chart in Tableau way back in 2017, only about a year after I started
working with Tableau. Since then, I’ve created several other styles of gauges.
Some of those have resulted in blog posts, while others were an attempt to
address a need on the forums or a question asked of me directly. I recently
looked through all these gauges and thought it would be fun to share them in a
blog. So, in this blog, I’m going to share ten different gauge styles. Each is
built slightly differently from the others, so providing detailed steps for the
creation of all ten would create a blog so long that no one would ever want to
read it (or write it, for that matter). That said, I’ve written about many of
them already and I explained how to create most of the others on the forums.
So, as I share each style, I’ll provide the basics of how each is created and,
when available, I’ll link to the blog or forums post for further instructions.<span></span></span></p><a name='more'></a><o:p></o:p><p></p><div>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">A Brief Warning<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Before I jump
into these examples, I do want to acknowledge the fact that these types of
charts are generally not considered data visualization best practice. They are not
as easy to read as other chart types such as bar or bullet charts and they can
be quite difficult to create. I addressed this topic in some detail in my blog,
<a href="https://www.flerlagetwins.com/2017/09/alternatives-to-nps-gauges_55.html" target="_blank">Alternatives to NPS Gauges</a> in which I share some alternatives to standard gauges. I also
talked about gauges in the context of data visualization best practices in a post
for the <a href="https://www.datavisualizationsociety.org/" target="_blank">Data Visualization Society</a>’s <i>Nightingale</i> blog, <a href="https://medium.com/nightingale/breaking-the-rules-bd212fecd045" target="_blank">It’s Okay to Break the Rules, Sometimes</a>. In that post, I said the following about
gauges:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal; margin-left: 0.5in; mso-add-space: auto;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 12pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Pretty
much all of us agree that it’s not the most effective way to show information.
Other charts, such as bullet charts, are better in almost every way. So, why is
it that executives still want gauge charts? It could be that these executives
simply aren’t data literate enough to know that they’re bad. But it could also
be that gauges are more visually pleasing and because executives have an
existing mental model that allows them to automatically understand them (if
you’ve driven a car, you know how a gauge works). Sometimes, we just need to
get our audience to the table, and if that means breaking a best practice or
two temporarily, then it may be worth it in the long run. Over time, as our
audience becomes more comfortable with data visualization techniques, we can
start to guide them towards less-familiar visuals.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I think that
gauges do have a time and a place and, when used carefully and sparingly, can
be quite effective. I’d just ask that you use caution when using gauges in your
own work. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">1) NPS Gauge</span></b></p>
<div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both; text-align: left;"><img border="0" height="161" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgu8exyBbk1ggjmljm2khv64lYUas5EIjfm15OH_gzreh2dd1OvPSILOm_AMes1WZursamh9Wwz4KRAnCpkQBbtiXtEvajqGrll9epdyvKVqUOurifn4PJkqBh9WD6rjlPellcSp-S6WSMpLyLBv0VdxJKYof1ARgOUUEVCjlFyEFtKWM0zJL5qXq5DTWpP/w320-h161/01.png" width="320" /></div><br /><p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype", serif; font-size: 14pt;">The first gauge I
ever created in Tableau came from a challenge from <a href="https://vizartpandey.com/" target="_blank">Rajeev Pandey</a></span><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype", serif; font-size: 14pt; padding: 0in;">
to visual Net Promoter Score (NPS). This technique essentially hacks a donut
chart to make it into a gauge with a color key. NPS is measured from -100 to
100, but this can be easily modified to measure different scales.</span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://www.flerlagetwins.com/2017/07/creating-nps-gauges-in-tableau_87.html" target="_blank">Creating NPS Gauges in Tableau</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/NPSGaugewithNoScaffold/NPS" target="_blank">NPS Gauge</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">2) Percentage
Gauge<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhatH6by1J9MBpJdphWjynltP5X7X5oqngRx_PdTMK9THj8850W-kqwDMnJSU7emB9iNuwBL8nR1hkiBpqejDeUqOf1Peqr10I-J6jpQgA5LK11RqoTCsIk2t_xUpJFMjNEQkEeTe6JUIqHnMXVi56UppyAztVV_wfgHk3_1EQ_v3wPQ9c2j3PYtUekzgC0/s320/02.png" /></div><p class="MsoNormal" style="line-height: normal;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Not long after I
created the NPS gauge, I saw a <a href="http://www.makeovermonday.co.uk/" target="_blank">Makeover Monday</a> by <a href="https://twitter.com/VizWizBI" target="_blank">Andy Kriebel</a> where he
used Highcharts to create a series of percentage gauges. That inspired me to
create a technique for creating this type of chart in Tableau. The technique
was quite similar to that used by the NPS chart—essentially a hacked donut
chart. And like the NPS gauge, this can be modified to use different scales.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://www.flerlagetwins.com/2018/01/percentage-gauges-in-tableau_61.html" target="_blank">Percentage Gauges in Tableau</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/PercentageGaugewithNoScaffold/Gauge" target="_blank">Percentage Gauge</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">3) Apple “Gather
Round” Gauge<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjR3_kXDxVGvBxCWkTbyyKvLUg7n1K-SF3VJcOxq6AjCgyp09vuXqiOcJkHnc4axIDWgO_vuHCgRpumyEOmK4FoMMZjxL31TDEmDgz7mThCktShS5epmKZBZMxk-w0hsGl7N0X4iRi1ToPF-m4SMgYsAc1lo5K8s95RhRbFT3Kko7uIJsd1_klqIUdmCeph/s320/03.png" /></div><p class="MsoNormal" style="line-height: normal;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In 2018, Apple
announced an iPhone event they called “Gather Round” and I particularly liked
the circular marketing design they used for the event. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNalYh_EhwQFeUOGCPE0ewep3jW-UCb_qAeg9hQd8CE942PoyeVettFCBcFZfrADu4YXJOco5dLM5Ct6dre4xii7aWb5V_37XpiN0X_XSNZhN0RoecQ5FWQ2gidCrmvzPp6bYW6C-gf7cwR1I2xdOspo5a-EkcmATdpgyhirBHvSUO-1iY1luk4Uw0Cxdd/s16000/03x.png" /></div><div class="separator" style="clear: both;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">So, I created a
gauge chart inspired by the design. Unlike my previous examples, this is a full
circle gauge visualizes a measure in a clockwise manner. The technique used was
essentially a sunburst with a numeric text element in the middle.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://www.flerlagetwins.com/2018/06/sunburst-template.html" target="_blank">A Template for Creating Sunbursts in Tableau</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/FancyDonutGaugeThingy/Sunburst" target="_blank">Apple “Gather Round” Gauge</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">4) Rounded Gauge<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnCWn2rQnwzwSN82UsMPZrHKjd8oUF_1qdbbM1L8cIk5bzNTQf2nRGA4OYeS6sOT9XDD8ZU9zV09TZC8K9mR01RKG4qt1GgRAkHlawHIPIFWDqtbiwW7NTfLCdIjyDaQLZzJ--k54BVTqfPQmU9_e1ZmgAKuQ09gp63J-bJmuNRdHCRJ3w6IRIcvHASx3D/s320/04.png" /></div><div class="separator" style="clear: both;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Recently, someone
on the forums asked if it was possible to create a simple gauge chart to
visualize percentages. I originally shared my percentage gauge blog, but they wanted
something slightly rounded. I created a solution that used trigonometry and
data densification to draw an arc using a line mark. It was exactly what the OP
wanted so he was thrilled, but he also couldn’t help but ask about another
gauge design he had seen. I asked him to create a new post, which we’ll review
in the next design.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://community.tableau.com/s/question/0D54T00001MA2JeSAL/how-to-create-a-rounded-gauge-chart" target="_blank">How to Create a Rounded Gauge Chart?</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/RoundedGauge/RoundedGauge" target="_blank">Rounded Gauge</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">5) Rounded Gauge with
Circle Point<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh-gg3t1h_3uev09W3SXsfoaGgf8zqNfYIwA3NZxZ7WZrcOAK7dgTJOILz7DpE4VwQOFccAEpwSKKu7jfRe5hcXeDn1ue4Z94Qx7DuqBD3koie7U20uKTrexG99Mi4LLFWXvCny5az8VppKs7JhdMKLu7siWBFryedIOQuUpcBv4UPzMasGkbtSGpZmorb7/s320/05.png" /></div><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This design is
similar to the previous one but instead of a filled colored line, a simple
circle/dot is used to visualize the value and the chart is a little more than a
semicircle (though less than a full circle). I think the result is quite
lovely. This one also uses trigonometry to draw the line (plus a shape mark for
the circle).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://community.tableau.com/s/question/0D58b0000Ac7HGHCQ2/rounded-gauge-circle-point-chart" target="_blank">Rounded Gauge Circle Point Chart</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/RoundedGauge2/Gauge" target="_blank">Rounded Gauge with Circle Point</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">6) Speedometer
Gauge<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiYSYu2OOXdmAqiMlYULeaSZ_jXIul7v0-SsQEjCAOfK5WzJb9wVtS70A9Uchq-p582xuZdosxh-iW0JHzVAnYbIRTCTLPYXCf7t028UStn0Z6PTLcW3FSdAsdpKHzzRlhNrnfsjpHw0TmmR-tCdr71AhYFJz3KoYZSJ_tVfE4gIUw_IZTD5TcTNbjNY5ii/s320/06.png" /></div><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">During a car
trip, my wife and I listened to an episode of her favorite podcast that
discussed a documentary called “The Impostor.” A key character in the story was
someone named Nancy and, throughout the podcast, they measured her on the “Nancy
Scale” where Nancy Kerrigan was on one end and Nancy Grace was on the other. I got
a good laugh out of it but also couldn’t help but create a visualization
showing how Nancy moved along the scale throughout the episode (I tweeted it to
the podcast and was quite happy that they liked it and retweeted </span><span face=""Segoe UI Emoji",sans-serif" lang="EN-GB" style="font-size: 14pt; mso-ascii-font-family: "Palatino Linotype"; mso-bidi-font-family: "Palatino Linotype"; mso-char-type: symbol-ext; mso-fareast-font-family: "Palatino Linotype"; mso-hansi-font-family: "Palatino Linotype"; mso-symbol-font-family: "Segoe UI Emoji";">😊</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">).
This gauge chart used a sort of speedometer layout. The speedometer itself was a
background image I created in <a href="https://www.flerlagetwins.com/search?q=PowerPoint" target="_blank">PowerPoint</a>. So, in
Tableau, I just needed to draw the needle. I did this using some trigonometry. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: NA, but check out my blog on <a href="https://www.flerlagetwins.com/2017/11/beyond-me-part-2-trigonometry_1.html" target="_blank">Trigonometry</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/TheTCONancyScale/TCONancyScale" target="_blank">The TCO Nancy Scale</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">7) 3 Measure Gauge<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8lVkb5NwW3u4SYFCgCDhEUZQUSBl0uZq_T4kmxVadwOYgpJRP1oFxF6wUW3iUq1AcOLzoGdXyZgKTkq1SY8ygwprXDdvIahfBSMYwgpx2mux86XsbhNlr6fpwfj_vZkwRkzfivJUmoB1BfdpY1dFKNVuiDOGLOI1jcLuduNzG2OUYSyYr1kPUsHXU0cnR/s320/07.png" /></div><div class="separator" style="clear: both;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In 2020, a forums
poster asked if it were possible to visualize three metrics on a gauge. He
wanted a semicircle where the full 180° represented a target and two other
sections represented the progress towards the goal and the prior year, respectively.
I was able to create this using data densification and trigonometry. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://community.tableau.com/s/question/0D54T00000F35xBSAR/gauge-or-donut-chart-for-three-dimensions" target="_blank">Gauge or Donut Chart for Three Metrics</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/3MeasureGaugeChart/3MeasureGauge" target="_blank">3 Measure Gauge</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">8) 3 Measure
Gauge with Line<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQYWQOhJlfUkTLXAZr4FzwnsQFgRRaZXTY7w-wxryrKKlS1iI34sIEu-3A051NuR6YmFI0SjbGkMpM3ObVEaXS-YBSV_UXOWszXTN3xnxOyfv9p1BGj1cTDU3qs_Tbu1j7ZZUIm5f9kkXEOLMgK7X4qf1grA1Ib6NSMj_I8Ht5gPfZW8RZYFbhw3hbMQ5B/s320/08.png" /></div><div class="separator" style="clear: both;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></div>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">After creating
the 3 Measure Gauge, I thought it might work better for the prior year to be
showing using a simple line, rather than an arc, so I made a slight
modification to chart.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: Similar to the 3 Measure Gauge (Download the workbook for
specific changes to the calcs)<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/GaugeChartwithTargetPrior/GaugewithPriorYear" target="_blank">Gauge
Chart with Target & Prior</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">9) Half Donut Gauge<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjBu2NdQki07xlvLwW76hwIIBcZLQnew6rE6gzzypG3n0CLjNtukIYhVVaht9koHcQD6s3R4w4tIcDE9k-hXR9OsBMQZPpnaD7zshNCy6dAT72PgGMieECYcO_qTHsfhBN9FLLGXRj1vTx-0HB2Low5dflU-2-Cefc1nBMgaoXOpFTXndtavpzCYtp6_q7F/s320/09.png" /></div><p class="MsoNormal" style="line-height: normal;"><br /></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I’m not quite
sure why, but the forums is full of people asking how to create half-donut
charts. Unfortunately, these are very hard to create, even if you try to hack a
pie chart. I’ve seen a few approaches, but they fall very short and are quite
problematic, so in 2022, I created a reusable template for creating half donut
charts. As a bonus (not included in the blog), I created a gauge-like version
that includes a needle.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://www.flerlagetwins.com/2022/12/half-donut.html" target="_blank">Half Donut Chart in Tableau</a> (Download the workbook to see how the needle was
created)<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/HalfDonutChartwithNeedle/HalfDonut" target="_blank">Half Donut Gauge</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">10) Thermostat
Gauge<o:p></o:p></span></b></p>
<div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjq8QGhpPaHQufVJK5FU6LroYIgxX7kLZ6hJRwimyeu0lxpqIXFaxqdfym8rEjTvf8mfOVSC-Oyav_cQeUf9YTXiiTjB2Zj4eNekIr_f4suq70KtuMcXwhxZa8qBfhoOaVHzc1v76VbPBpQQYsmcM2cuMplZs6nz3l9VvXY7OL6RcsFaIlRGntaFPy07T0/s320/10.png" /></div><p class="MsoNormal" style="line-height: normal;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I saved my favorite
for last! In 2022, a forums poster asked if it was possible to create a 270°
gauge with a sort of arrow that points to the value (kind of like an old-fashioned
thermostat). I thought the example they shared was lovely so I just couldn’t
resist creating it. While visually different, it uses a very similar technique
to the half donut gauge detailed earlier.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">How
To</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://community.tableau.com/s/question/0D54T000018cXLaSAM/designing-gauge-chart-with-270-degree-axis-in-tableau" target="_blank">Designing 270° Gauge Chart</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">Tableau
Public Example</span></b><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;">: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/FancyGaugeChart/Gauge" target="_blank">Thermostat Gauge</a><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="border: 1pt none windowtext; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-border-alt: none windowtext 0in; padding: 0in;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Wrap Up<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">I had fun
reviewing all the different gauges I’ve created in the past six years, and I
hope you enjoyed it as well. And maybe this will provide you with a little bit
of inspiration the next time you need a gauge chart. But just remember that,
more often than not, there is a better chart option available. Gauges should be
used sparingly, if at all.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Thanks for reading.
If you have any questions or comments, let me know in the comments section
below. And feel free to check out my <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/10GaugeDesigns/Gauges" target="_blank">Tableau Public workbook that displays all ten gauges</a>.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Ken
Flerlage, September 18, 2023</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><a href="https://www.moxyanalytics.com/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Hire Us!</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://twitter.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Twitter</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">LinkedIn</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">GitHub</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Tableau Public</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="http://www.moxyanalytics.com" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFwXUA-Z5zJtyvq4RajyrzwWwf7FLTlz9QBG82njlfrJl72wgH5vcOjzqOPiz9nu-hcOeJtrDhRdzBQzl0Ngp3VbYSzHnQdD_UkYWA0nvnk7GcfbaJeGgjnOO6nguIJMZuEDwemDTLn0C4lojqW-IT34VHO0Parh0UXwUSJ1drVeRciwGKykE-trMzhg02/w400-h225/Moxy%20Add%20for%20Website%20Large.png" width="400" /></a></div></div><p style="text-align: center;"><br /></p>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com3tag:blogger.com,1999:blog-3178813192704651028.post-29235018812792116692023-09-11T08:29:00.006-04:002023-10-16T17:18:35.278-04:00Let Stakeholders Have Their Pie & Eat it Too!<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjQloDTx94PAYv_yWu-eMDPBDg3RCRWfWet6UNiB_2TmWGBRO8fTYKoyAfXm56vu-QBDM2o8aZtUx0sL6VOgZkgyikwBjYQEgSP5QN1_UYAuhjASNg25o4VqSJsnb2MPSRYZwVOsflY2B7zdj2KvrJLNrZGQ1xlXRFZEl9zdaWuSnx94PR6bxt1FlhPaHaJ/s841/01%20Header%20Image.%20-%20Option%202.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="462" data-original-width="841" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjQloDTx94PAYv_yWu-eMDPBDg3RCRWfWet6UNiB_2TmWGBRO8fTYKoyAfXm56vu-QBDM2o8aZtUx0sL6VOgZkgyikwBjYQEgSP5QN1_UYAuhjASNg25o4VqSJsnb2MPSRYZwVOsflY2B7zdj2KvrJLNrZGQ1xlXRFZEl9zdaWuSnx94PR6bxt1FlhPaHaJ/s16000/01%20Header%20Image.%20-%20Option%202.png" /></a></div><br /><p></p><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Stakeholders (and the whole world if I am being honest) LOVE PIE CHARTS! If you do a Google image search for "dashboard template", you'll find some form of a pie chart (pie, donut, etc.) in nearly every single one. Or try going on <a href="https://en.wikipedia.org/wiki/Midjourney" target="_blank">MidJourney</a> and <i>imagine </i>"dashboard templates" - you'll get the same thing...pie charts galore:</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEifP4gKMbZMxZtRnG1lLFqSzhCOJeJJnl2smvexVLY2zMrXQOeiBfbI94zm3LI0Su1n5jKfuzPU-ljxvvZgojeF_AL540-egmgSoqJFG06gbJfNbup_LkRKO1oiX8Ze2DbbABxT_Ic6HjpRUCyaIGBw8gzdEWYrBcfYaCWqBpPLcxDESesuka75AO8S7KTn/s16000/Holy%20Hell.png" /></div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><br /></div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">I think Michael Scott said it best when he said this...</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVyj81QIUGXP0D9pnLmOJJoR6370TwGFeyEvc7tzh-a8T1oAVx0Ypk59ZEwVhh5qrmuQ1ucv8kLqbTeDMcCg6pB86FE1yuiRYQ1F0cZ5Swi17PdOkGN-00Hw6xk9FID5osaNv9LuPctPPPzjIBrJojCJKa4t6kvB2WIXgrlJDPOm6Ap0l2EnWvx_ZgKbEz/s16000/the-office-michael-yikes-x8pzowd0ud2o8e15.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Data visualization practitioners know that pies are typically not the best chart for the job. It is challenging to compare the size of pie slices, </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">they are incredibly difficult to label </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">when lots of slices are introduced, pies unnecessarily introduce color, and the list goes on. For example, let's look at the following pie chart </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">(where I've removed the labels)</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"> showing </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">% of Sales:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiBBfCa64BsrxQX2GfUkB9WrJOm8n6O8uQcLqO50bgLvBrg9zjrQSgustqRaEna3YXU7D4102FkGlwm91hTlyS-yOJK7ceMrIOt00kba24ETNqzfwo9aENxcgkuyR_SLhs-nOO4-bekEhZ85UJYBQQZB6e1t4AaDlCGbOIfpzPbXvcjdK7D2wAkX6i8woG1/s1600/02%20Pie%20No%20Labels.png" /></div><p></p><div style="text-align: center;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Can you tell me if the West or East region had more sales? I can't. You can see how difficult it is to get precise comparisons. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">How about this pie chart showing % of sales by Sub-Category?</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimOZ9_zzMXfcTTykyo2z5RN3NcqlBheYTflvmqekhAKo4HLZXtm9fv3NtjkIHVOXTuiLT1mxhUcXk7_XoEHtBJtmAXhsqeXYCmhJQ9irVUpdcSbun6F20X2JHRu4wBJE1mxGrkn51T7j1EP62ycnNaA_dFWt21-74DX1RQxyi3USVx1VloTvH8ZUnejNPZ/s283/03%20Pie%20with%20Labels.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="265" data-original-width="283" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimOZ9_zzMXfcTTykyo2z5RN3NcqlBheYTflvmqekhAKo4HLZXtm9fv3NtjkIHVOXTuiLT1mxhUcXk7_XoEHtBJtmAXhsqeXYCmhJQ9irVUpdcSbun6F20X2JHRu4wBJE1mxGrkn51T7j1EP62ycnNaA_dFWt21-74DX1RQxyi3USVx1VloTvH8ZUnejNPZ/s16000/03%20Pie%20with%20Labels.png" /></a></span></div><div class="separator" style="clear: both; text-align: center;"><br /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Again, same problem with comparing sizes of slices, but we've added labels to solve that problem, right? Well, in this pie there are simply too many values and adding those labels just causes it to be cluttered and illegible. And what if I wanted to label each sub-category? That would be impossible. Finally, look at all those colors - it's too much! In my opinion, this pie chart provides nearly zero value. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">As data visualization practitioners, it's our duty to build charts that are easy to read and provide quick insights. I believe that most of us would turn these pie charts into another chart, most likely a bar chart. Below is a replication of the first pie chart in bar form.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCUE4XzDlwj9a2evhQjrOZKJOuEr4cr7JSZvpZe4Y0jDK7JaXueCLWQxKJZXwDO4VftQWs7OEUe8zVMSGUX3wk0BUknc4xdaTWXu9-ubAtZRrtdjMu1sFIvAc12Zg9KXPozGHKaLAm3yTpnRW6sFtA5LbcnRX2tR_B6d-m0zANDXN9ulq8MKLj0Hmw_FOG/s443/04%20Bar.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="230" data-original-width="443" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCUE4XzDlwj9a2evhQjrOZKJOuEr4cr7JSZvpZe4Y0jDK7JaXueCLWQxKJZXwDO4VftQWs7OEUe8zVMSGUX3wk0BUknc4xdaTWXu9-ubAtZRrtdjMu1sFIvAc12Zg9KXPozGHKaLAm3yTpnRW6sFtA5LbcnRX2tR_B6d-m0zANDXN9ulq8MKLj0Hmw_FOG/s16000/04%20Bar.png" /></a></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /></span><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">With the pie, we could not determine if the West or East was larger. With this bar chart, it's easy to see at just a glance that the West has a larger percentage of the total sales. In addition, we've removed unnecessary color encoding and easily labeled the bars with both the region and the percentage. It looks great with no clutter and is simple to read.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">But...and it's a big but...</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">1) There is something about a bar chart that doesn't scream "part to whole", at least in my opinion. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">2) There are some great use cases for pie charts. When there are just two slices, it's very easy to quickly estimate a percentage. Check out the following pie chart. Can you guess the percentage it represents?</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjIvFJiMfp4ADYLE0pVmjMcuojBs1W7-BKM1oCJpuiiFZjjL9LTUTnnrjED7eEgtub0-tsTqbHv1X0SAJj6gm7-Wigw1HxkRvcEzCQJWMtEU84AIZJotNWZGO1gDoHs34x444AlciwNJbf8KuXRF2CbCXK3SuYfk0z9ApZF59caypC7gjSrJ_hXJSfujJGW/s16000/05%20Pie.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Without cheating, I estimated this at 23%. I bet you were close to that as well. The actual value is 22.8%. So yeah, this totally works.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">3) To come full circle, your stakeholders love pie charts!</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Because of this reason, I think a great way to satisfy your stakeholders' desire for pie charts is to use pie charts. Let me clarify that a bit, we can satisfy that desire for pie charts by implementing good usage of pie charts coupled with the best way to compare values - bar charts. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">The following chart is something I use often in my work with clients. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRF-icSs57MAmQP8c62RtnnOy45NZXpwuY6yb1J8aW2vBop4HIeSFBRtukEnXCtJiiyKWCVAw-s6eEMJ9Rt99x576PUNplRJ527162zCusdV4mSg_7GBpLISOotNNe0QzUyAQP2wy-6biUDuScg252phMgF7p2FxTGsOaoT2q9zhOWcyx3luKWJoaknJnv/s16000/06%20Bar%20&%20Pie.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">This chart shows the bar chart with its strengths of comparison, but also brings in the pie chart for its strengths for quick estimates and the immediate understanding that it is a part-to-whole visualization. With this design, we completely cover our bases while avoiding all the pie chart pitfalls. We provide a great visual with quick insights while satisfying your stakeholders' adoration of pies. </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">(Note that <a href="https://www.linkedin.com/in/swexler/" target="_blank">Steve Wexler</a> has written on this same topic and we share many of the same opinions. I <b><u>strongly recommend</u></b> you read his <a href="https://www.datarevelations.com/barchartpiechart_harmony/" target="_blank">blog post on the topic</a> and see how he solves a similar issue). </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Although you can create this visual in any tool, I think Tableau is the bee's knees, so I'll show you how to build it in Tableau Desktop.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">First, I've built this using two sheets, one for the pie charts and one for the bar chart. We could probably build this in one sheet using AVG(0) on columns, but the spacing would be really weird. Or we could build it using map layers, but in general, this is probably a huge waste of resources. So unless I have dozens and dozens of values, creating this in two sheets and just putting them into a container together on the dashboard makes the most sense.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">So let's start with the bar chart. That's simple. Using superstore, put Region on Rows, SUM(Sales) on Columns (edit it to be a % of Total Table Calcualtion) and then put that same field on the Label card. With a bit of cleanup, it should look like the following. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRuKC0cT3IaCc67430cUA1SvvqQ-NfKr59X0hC6e35bZfcnCEIBNZR7u6TtXvFnQAlQp3ZKhj_v2SpaMCfUjfY2pDS1e1w2GDSgsKlQ4Hg_spP4DInHP6Wnik-BOxEcP9CTcAmvspI3GBA825XBh047tTHG27jRT970BJSyN631e8fa9w9PXnbo2XYBGKn/s16000/07%20Bar%20Chart%20Build.png" /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Okay, now let's build the pie charts...which is a bit more complicated. We could build it in four charts, but let's just do it in one. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">1) Start by duplicating the bar chart you just created. </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">2) Right now, each region just shows its percentage, but when we create a pie, we will need that percentage plus "the rest". The rest is what is left of the 100% total. For example, if the Region measures 25%, the rest will be 75%. So create a calculation called "</span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">1 - Sales %" and the calculation should be: 1 - SUM([Sales]) / TOTAL(SUM([Sales])). (Note, I just typed "1 -" then dragged in the SUM(Sales) table calculation into my calculation window)</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRc6q-duEj86Cer7FZpiwFdaOjh2B5FuKeEF_B6cBgkGwDX5WiK4P0m95NIEPfH-s4fxahfYu_nKLHKF137a1V4cCaky6XBitvdgVaFUsos4k3Bs4xq3ooU-kUgIEy1vpI5UttoVtwBs71XdxHwtd5KzokVHpyaEWL7z5PTA145AOEKSE-9rEyG-x3RTL1/s16000/08%201-Sales.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">3) Change the mark type to Pie</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">4) Add Measure Values to Angle</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">5) Move the SUM(Sales) table calculation that is currently on Columns </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">onto the Measure Values Shelf. Remove everything from this shelf except this and the 1-Sales% calculation that you just created.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">6) Remove SUM(Sales) from the Label card.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">7) Add Measure Names to Color</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">8) Change both the Sales and 1-Sales% table calculations to Specific Dimensions and check Region.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">9) Adjust the colors and move the % of Total Sales color to the top in the legend. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">That's a number of steps that could cause issues, so here is a gif of me doing it. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyPVMDN2UUXCYKcZp2C1lZvTBAg5LizxA4M2ODQwZE_r7mLZO9voFWlBLFCwQmHuMyX1nBCucQo1qZlFBS6MJEqm4sqwPRJgq3qra4BMYyhlVnZbno3gqJ9cAsbi6cG0FIV4tlgzYp6w4Wx7iZUlWq7yzz7L2i700fjk19X36i-eYTQNQaESGSkqQa4pcm/s16000/10%20-%20Build%20Pie%20Chart.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /><br />The final steps are simple. On a dashboard, bring out a horizontal container, and tile the pie chart on the left and the bar on the right. R</span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">ight-click on the Region header in the bar chart and uncheck "Show Header". You'll also want to remove the ability to sort from each sheet. And you're done. If you'd like, check out my finished workbook on <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/PieBarChartCombo/PieBarCombo?publish=yes" target="_blank">Tableau Public</a>.</span><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The result is a great chart that leverages the strengths of both the bar chart and the pie chart with an extra bonus of keeping your stakeholders happy. </span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjQRQihWEY8Vg5F3tozPHc-lew6Sug3rdtk5fdOW4RZiFYon8I79d_S_xmasjeveF0ed5KRIwSK0uN_I6ixByb70_hS29e4edYuKfidXvDqa01KuUFQzKI5WDcr3m7gi6Yfx5xwGUDeLIyvqUimBGL0hipsEWYSZXvPBCbqXS5ZgIKfu7LhDeZ-mBjOYK2r/s16000/06%20Bar%20&%20Pie.png" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve a sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span style="background-color: white;">, Septem</span><span style="background-color: white;"><span>ber </span><span>11</span></span></span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span style="background-color: white;">,</span></span><span><span style="background-color: white;"> 2</span><span style="background-color: white;">023</span></span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com1tag:blogger.com,1999:blog-3178813192704651028.post-81933999158646691082023-09-05T06:30:00.000-04:002023-09-05T06:30:00.130-04:00Pass Tableau Filters via URL using FILTERVALUES<p style="text-align: center;"> <a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4-MciutHUFmkny2Ja9QsaK_y3gr3XZcIEin0gPM8XJCEUGQD9k2llmFT12R2oP9sYYjr_sl1COp5kAApV1yteupHP2QNZuQB40AzxvaMuu64Z76LOIsnBXXuxqGde5XAo-kFJirXFwdYWRrGrupqWQqkD58DDqu4exWg7-GOxptH2rV9Y9mQJfLMApbu6/s2726/Header.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1849" data-original-width="2726" height="217" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4-MciutHUFmkny2Ja9QsaK_y3gr3XZcIEin0gPM8XJCEUGQD9k2llmFT12R2oP9sYYjr_sl1COp5kAApV1yteupHP2QNZuQB40AzxvaMuu64Z76LOIsnBXXuxqGde5XAo-kFJirXFwdYWRrGrupqWQqkD58DDqu4exWg7-GOxptH2rV9Y9mQJfLMApbu6/s320/Header.png" width="320" /></a><br /></p><p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">There are several
scenarios where you might want to be able to pass the currently selected
filters to another workbook (or a related URL) using URL actions. One I see regularly
is the need to jump to another workbook and use the same filters. Typically,
this workbook is a heavily used “utility” workbook. It might be a tool for
deeper analysis, downloading the data, or something else. To avoid including
that same content in every workbook, necessitating the need for maintenance of duplicated
content, you might create a single workbook that is accessible to everyone who
needs it, then simply link to it. So that your users don’t have to re-filter
the target workbook, the ideal is to pass your currently selected filters to
that workbook automatically.<span></span></span></p><a name='more'></a> <o:p></o:p><p></p><div>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Another common scenario
is to leverage <a href="https://www.vizwiz.com/2014/03/the-greatest-tableau-tip-ever-exporting.html" target="_blank">Andy
Kriebel’s “Greatest Tableau Tip Ever<span style="text-decoration-line: none;">”</span></a> which allows you to easily download data in a
csv format. Our blog has referenced this several times, but if you haven’t
already read about this tip, then please stop and go read it—I’ll wait…<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This tip is such
a great way to download your raw data (see <a href="https://www.flerlagetwins.com/2023/01/3-methods-for-excel-download-buttons-in.html" target="_blank">3 Methods for Excel Download Buttons in Tableau</a> for some other options). And,
just like a workbook, you can pass filters via the URL in order to filter the downloaded
csv! In fact, this was the premise a guest blog written by <a href="https://twitter.com/EthanHahnEH">Ethan Hahn</a> a few years ago, <a href="https://www.flerlagetwins.com/2020/11/guest-blog-post-allow-users-to-export.html" target="_blank">Allow Users to Export Their Filtered Selections to Excel</a>. We’ll come back to this
shortly, but let’s first talk about the basics of how you can filter a workbook
(or csv using Andy’s method) using URL parameters.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">URL Structure<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">As detailed on <a href="https://help.tableau.com/current/pro/desktop/en-us/embed_structure.htm" target="_blank">How View URLs Are Structured</a>, the base URL on a Tableau Cloud or Server
environment will look something like this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">http://<servername>/#/views/<workbook>/<sheet><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In a multi-site
environment, “site” and the site name are inserted into the URL like this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">http://<servername>/#/site/<sitename>/views/<workbook>/<sheet><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">For Tableau
Public, the URL will look something like this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/<profilename>/viz/<workbook>/<sheet><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But we can also
add filters to the workbook. For example, let’s work with the following
workbook from Tableau Public:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJ4JMwdzKI1RtzZW09NK-QdYzaXgfsO35SaJrwVOZz7RKrtDLf8Mv2fogExs6lKKlOsbY0OanlGoPvp16gbWWcSdkqh9tIjXPhJOUHAW9Ar-EIYYhNxdek61AWnLUB2q1PhvtMbliuZsrPu0Qv82FmPFrQKpDenqpkASeO3WO6Dohq4US-vkVN21KPSO9q/s16000/01.png" /></div><p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The URL is:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/Map_16923008316680/Map<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s say that we
want to filter this target view to only show Kentucky. The first thing we need
to do is add a “separator” to the URL, in the form of a question mark. <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/Map_16923008316680/Map<b><span style="color: #c0504d; mso-themecolor: accent2;">?</span></b><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This essentially
defines the end of the navigable portion of the URL (i.e. what website you’re
going to) and the beginning of query strings. Next, we’ll add our filters by
specifying the name of the field we wish to filter and the value. For example,
to filter <b>State</b> to “Kentucky”, we add </span><span lang="EN-GB" style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">State=Kentucky</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/Map_16923008316680/Map?State=Kentucky</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi85E1zE4IFteWx0eSZWtjAc-WF-gm8Wd3IgiacXUcC8y9KHx53x3iMSM7E8VqHnoC38Ba17l5AH4-M9eASssfk2W969aEnI1K_gF7kpaFfRU-jKFBxq-0kfXCJwTy9x4zdin2IeDLT17nA44wm4TYY6lrxu1fuhyHqRrjR-mkEzhQ46y3muIO_4smIiOXv/s16000/02.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">If we want to
filter to multiple states, we just add a comma then add the additional state.
For example, to add Pennsylvania, we do this:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/Map_16923008316680/Map?State=Kentucky,Pennsylvania</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">If we wish to add
filters on other columns, we add an ampersand separator then repeat the
process. For example, let’s filter to the <b>Categories</b>, “Furniture” and “Technology”<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/Map_16923008316680/Map?State=Kentucky,Pennsylvania&Category=Furniture,Technology</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: If you have
spaces or special characters in your filter names or values, then things can
get a little hairy as those will often need to be encoded in the URL. In some
cases, the browser will take care of this for you. Chrome, for example, will
replace spaces with “%20”, but other characters can be problematic. Question marks
and ampersands, for example, can cause problems. Fortunately, there’s a
relatively simple solution to this problem that we’ll deal with momentarily.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">In addition to
filters, we can also pass values to parameters using the exact same method (since
parameters are single-select, you would only ever pass a single value).<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Our Scenario<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Now that we have
this basic understanding of the structure of URLs and how to pass filters and
parameters to them, let’s return to the scenario discussed earlier. We want to
be able to pass all of a workbook’s current filters to a URL automatically. To
do that, we essentially need to read the values of all the filters and then
build the URL. So how in the world do we do that? That brings us back to Ethan
Hahn’s blog, <a href="https://www.flerlagetwins.com/2020/11/guest-blog-post-allow-users-to-export.html" target="_blank">Allow Users to Export Their Filtered Selections to Excel</a>. In the blog, Ethan describes
the use of a technique to create comma-separated lists of values using some
clever table calculations. So, for each field with a filter, he uses this technique,
creates the comma-separated list, then brings those together with the base URL
to construct the target URL, including all of our filters! You can then use
that URL within a URL action.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5Zwo2-0FiqAdfOlX7AE0Z4OvrwRG-YU7_Z47h5WY7rmPRDZQNjLBESMs9pTR0knko0s1uDE3swO9m1tpYLX-aKv974oR0vvxibl6u-IZC-4kyf1NpxL4o9F0_17WHbRjRYV5VEQVH_R2iZS11bOzAiFrODU22lJSwmxbjTGZLYh8Xx3HFYyK5P1WDwzYS/s16000/03.png" /></div><p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">It’s a brilliant technique!
And what’s great about it is that it has many more applications than just constructing
a filtered URL. You could use this technique to display a complete listing of
all the filters. As Ethan mentions, you can address the dreaded * in tooltips
and show all the values. And I’ve used this comma-separated list of values to
do things like create dynamic titles based on filters (see our TC22
presentation for an example). <o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">But those table
calcs are tricky and a lot of work. Fortunately, there is a longstanding,
though under-publicized trick that makes this process much easier—a handy
little function called FILTERVALUES.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">For this example,
let’s imagine we want to pass filters from our map…<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjzulNA0CRYCEZhP0q8iUNFomwBGtMxRFMeRXuZxn0lM4Iwp6uEIpOunIpTBvq5PkNvS3d1LcnjHaO_nTgNgFSwg9up0Sc9oZNGVOjVNlIu1t_ar6GPdJxJq39SlnAS5b65uJf6LlhvmO4ffCzSTVOR4ksjx1AfUC0fd8kkSVgf5uYd8qUmaF2mzH6Irzkm/s16000/01.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">…to a workbook containing
a detailed table:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjqWLOdXywahKln5cTkEoqdKsUcLytR_xoRsZRr5Kc6z8I68bgDXKNGrWsa6Yr5_dmb-MZvZ8eg8VJZsjbDwxMmAEvP27aP3djMv2kw22KvV41rRlrlq2UkZoXJRajPBz6bcnfCuF9P62OzOoGbg47CHl-1XmTiVZ2r4POr-Enu0vXa1JIU5uNSf94Bz1Yw/s16000/04.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: I don’t
typically love using tables as they don’t leverage preattentive attributes in
the same way as charts, but it works well for this example because we’ll be
able to clearly see the filters being applied.<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The base URL of
the table workbook is:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/PassFiltersviaURL-Table/Table</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Our map has
filters on <b>Region</b>, <b>Segment</b> and <b>Category</b> so we want to pass
those filters to the table URL. We can bypass all the complex table
calculations and simply use the FILTERVALUES function within the URL action. We’ll
create the URL action, paste our base URL, and add our question mark separator.
Then we add the filter want to use, </span><span lang="EN-GB" style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";">Region=</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">,
then </span><span lang="EN-GB" style="font-family: "Courier New"; font-size: 14pt; mso-fareast-font-family: "Palatino Linotype";"><FILTERVALUES(Region)></span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/PassFiltersviaURL-Table/Table?Region=<FILTERVALUES(Region)><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjEDrp7Zc4DiaMmQ0W5IxXXwx_yQXonzjeynlF7002wDMaHJ2qw6a1FBdh3OOkgq9x6g3XZBobJWqqQMcQQqv6zTOQD-i7kdHKljCSAkmR4HGHoq3NAnzFkmIqwrywhQZQt24OesyMYFT0MWNdhd7AAGoR4sqq0H_5ieklxtA0lvdW81bM00ysBk_xsaMnH/s16000/05.png" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">This will
instruct Tableau to grab the filtered values and pass them in the URL action.
It’s as simple as that!!!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">We can do the
same thing with the Segment and Category filters, resulting in:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Courier New"; font-size: 12pt; mso-fareast-font-family: "Palatino Linotype";">https://public.tableau.com/app/profile/ken.flerlage/viz/PassFiltersviaURL-Table/Table?Region=<FILTERVALUES(Region)>&Category=<FILTERVALUES(Category)>&Segment=<FILTERVALUES(Segment)><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">And that’s all there
is to it! Just to prove it works, here’s a short video showing it in action:<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSM5lqmIGimmUW1UcFodilEdixaDqwV54U8k41qiMgZddYnoe1CUvIUOIDEBbi7sVOPdQ3JVjI5G8oDi4hDvDozGsyEugnbGZ9R1tdfut-Ipn6RIOddL9wT_RRMp1Ybb4OmFMWgqVHakXKGx9GB5WQp0VdnU44zoEt4mn13IFsF1TtaBx8SwR8-pb8dUyY/s16000/06.gif" /></div><p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><i><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: I’ve had
some mixed results when testing this in Desktop, but once published to Cloud/Server/Public,
it works beautifully!<o:p></o:p></span></i></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Additional Considerations<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">There are a
couple of things we need to consider when using this. First, you may be
thinking that FILTERVALUES could be of great use elsewhere (e.g. for displaying
a list of filters on screen). Unfortunately, it appears to only work within URL
actions, so don't get any funny ideas!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Second, it’s
important to note that some browsers have maximum URL lengths while others have
no limit at all. Of the most popular browsers, the lowest maximum is 2048 so
you’ll want to try to keep your URLs shorter than that. If you have a lot of
items in your filter, you could hit this very quickly, so be careful!<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Another consideration
is the encoding. As I mentioned earlier, some special characters need to be
encoded when used in a URL. Fortunately, Tableau makes this easy for us. Within
the URL Action dialog box, under the <b>Data Values</b> section, there is a
checkbox that allows you to encode values automatically. Just check that box
and you should be good to go.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p align="center" class="MsoNormal" style="line-height: normal; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5kvPSVv316_k5hm2bfdpIdRx96zBsq5No6J69rdCNDgrU4d4kbSWNbQR-iaZvSW-_79e9SmkAHLBvjqo7p1bUVT42LfCOK7hm3MCnyCv2RbNqNMyzg_4WKd-HO0BJcueYRUg27tei-afvMxwSyeQ8Lpwj_HgOJXyQDjKs1Y4_IpiUuCQHkdfDA8Qt-FlC/s16000/07.png" /></div><p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The final
consideration is the fact that FILTERVALUES, at least from my experience, only
works with discrete filters—it cannot handle continuous filters. Theoretically,
we could replace continuous filters with parameters defining a min and/or max
value, then add those parameters to the URL. Unfortunately, I found that this
actually breaks the FILTERVALUES for some reason (a bug perhaps?). So, if you
have a need to pass continuous filters, then that could create some problems
with this technique. <i><o:p></o:p></i></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><b><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 22pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Closing<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">While this method
does have a couple of potential pitfalls, it should work for most use cases and
it’s super simple!! I will admit that I only learned about this just recently, even
though it seems to have been around for quite a long time. I have found almost
no resources, including the Tableau documentation, that talk about it (other
than a handful of forums posts), so I’m guessing it might be new to you as
well. I certainly hope this simplifies your life when you eventually need to do
something like this. Thanks for reading and please feel free to share your
thoughts in the comments. If you’d like to experiment with the sample workbooks
shared in this blog, you can find them here: <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/Map_16923008316680/Map" target="_blank">Map</a>
and <a href="https://public.tableau.com/app/profile/ken.flerlage/viz/PassFiltersviaURL-Table/Table" target="_blank">Table</a>.<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p>
<p class="MsoNormal" style="line-height: normal;"><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-size: 11.0pt;">Ken
Flerlage, September 5, 2023</span><span lang="EN-GB" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><a href="https://www.moxyanalytics.com/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Hire Us!</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://twitter.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Twitter</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">LinkedIn</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">GitHub</span></a><span style="background: white; color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype"; mso-highlight: white;"> | </span><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank"><span style="background: white; color: #6800aa; font-family: "Palatino Linotype", serif; font-size: 14pt; text-decoration-line: none;">Tableau Public</span></a><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"><o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="http://www.moxyanalytics.com" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgFwXUA-Z5zJtyvq4RajyrzwWwf7FLTlz9QBG82njlfrJl72wgH5vcOjzqOPiz9nu-hcOeJtrDhRdzBQzl0Ngp3VbYSzHnQdD_UkYWA0nvnk7GcfbaJeGgjnOO6nguIJMZuEDwemDTLn0C4lojqW-IT34VHO0Parh0UXwUSJ1drVeRciwGKykE-trMzhg02/w400-h225/Moxy%20Add%20for%20Website%20Large.png" width="400" /></a></div></div>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com7tag:blogger.com,1999:blog-3178813192704651028.post-19037038514528923162023-08-28T08:23:00.002-04:002023-08-28T08:23:40.232-04:00New Viz: Serial Killers & Their Victims<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgERdS2fNx1_xQPX16PGZnlKcJwYQlDx-yNBunttm2kF14f62jQJJZFcjR4kyueBrn0jk0MhnWfFoENGs9CW8a0f6b5K4bOpWaPVVD5CHmb6t-7e_fBYza_b6iCE5ymkje5o1-g-Mr9DvgtE6IYgBZ-9hT_T6DgkP429UD-OvTDUywfkYBDEoN1Q7pxc7ss/s3383/Viz%20Sharing%20Image.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2269" data-original-width="3383" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgERdS2fNx1_xQPX16PGZnlKcJwYQlDx-yNBunttm2kF14f62jQJJZFcjR4kyueBrn0jk0MhnWfFoENGs9CW8a0f6b5K4bOpWaPVVD5CHmb6t-7e_fBYza_b6iCE5ymkje5o1-g-Mr9DvgtE6IYgBZ-9hT_T6DgkP429UD-OvTDUywfkYBDEoN1Q7pxc7ss/s16000/Viz%20Sharing%20Image.png" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /><p></p><p></p><p></p><p></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Like many people, I've always been incredibly fascinated by serial killers. This probably started when I was 15 and Jeffrey Dahmer was arrested. Nobody could understand how someone could do that to another human being. Over the past 5 or 6 years, I've read and listened to just about anything I can on the topic. (I'm also very interested two other topics and often tell people that if it's about serial killers, cocaine, or cults, I'm gonna watch it).</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">A couple years ago I came across the <a href="https://www.researchgate.net/profile/Michael-Aamodt-2/publication/342501023_RadfordFGCU_Annual_Report_on_Serial_Killer_Statistics_2020/links/5ef75a6492851c52d6007c8c/Radford-FGCU-Annual-Report-on-Serial-Killer-Statistics-2020.pdf" target="_blank">2020 </a></span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><a href="https://www.researchgate.net/profile/Michael-Aamodt-2/publication/342501023_RadfordFGCU_Annual_Report_on_Serial_Killer_Statistics_2020/links/5ef75a6492851c52d6007c8c/Radford-FGCU-Annual-Report-on-Serial-Killer-Statistics-2020.pdf" target="_blank">Radford/FGCU Annual Report on Serial Killer Statistics</a>. This report is loaded with interesting statistics about serial killers and their victims and I started exploring how I might visualize. That never came to fruition as I was continually concerned about how I might visualize this in a way that is sensitive to the fact that thousands of people have lost their lives at the hands of serial killers - real people. So I tabled it.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Recently, I decided to pick it back up and decided that I could do this in a sensitive way, not including red as a central color, images of bloody knives, etc. I figured I could build it as business dashboard that simply stated the facts. And that's what I did. And boy there are some really interesting things. You can <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/SerialKillersTheirVictims/SerialKillers" target="_blank">check out the dashboard here</a> or click the image below...and here's a spoiler, it does have a relatively happy ending.</span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">One other note, you'll see a pie chart / bar chart combination used over and over in this dashboard. In two weeks, I'll be sharing why I think this combination is such an incredibly powerful visual and how to build it in Tableau. </span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/SerialKillersTheirVictims/SerialKillers" target="_blank"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEglSEzMyVZD_eqGBKqk1d2WDL4G2b1WLE4w4LSThxmdXFQF2EL4ETJv0d2D__AFkDHEhVI3hXxUKaJ6CMicpDMFFWSBDED5vL07R6H95xc0psZOBpdjua4FF46W6i4PvtFTLHFoNaVJT8zLvupUHcatq6eYHUshR07n0lp3PVOd1LDJUAe4WpUKrTHaXlsh/s16000/Combined.png" /></a></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></div><div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Thanks for checking it out.</span></span></div><div><br /></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">─</span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></div><div><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span>,</span><span>August 28</span></span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span> 2023</span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both; text-align: center;"><br /></div></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com2tag:blogger.com,1999:blog-3178813192704651028.post-48421478885858588552023-08-21T06:30:00.044-04:002023-08-21T06:30:00.136-04:00Why You Need an Analytics Platform (and Why Excel is Not Enough)<p style="text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhKpfW-gAdamYoyXrFHc7lTPHjEOKUwShWpITY-KZ8Qfd0f3tN8VLrBxBPKxUCM8rmqppWhm8pZSe6BOrnYzEMDyBMt8ZWNPUrhFz7LsvTMP-bTqa6epcvh8t7BHHa6QeVdvly5cj5khaQF0nf_BtuwVQ6fkBIg71rtKIOojSQLUZyLMNlsFg-yn3VaW4yx/s4283/Heading.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2280" data-original-width="4283" height="170" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhKpfW-gAdamYoyXrFHc7lTPHjEOKUwShWpITY-KZ8Qfd0f3tN8VLrBxBPKxUCM8rmqppWhm8pZSe6BOrnYzEMDyBMt8ZWNPUrhFz7LsvTMP-bTqa6epcvh8t7BHHa6QeVdvly5cj5khaQF0nf_BtuwVQ6fkBIg71rtKIOojSQLUZyLMNlsFg-yn3VaW4yx/s320/Heading.png" width="320" /></a></div><p></p><p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">In
the past few years, I’ve written almost solely about Tableau, but this post is
a little different. I’m going to step back and speak to a different audience at
a much higher level and try to give you some reasons why you need to invest in
a solid analytics platform.<span></span></span></p><a name='more'></a><o:p></o:p><p></p><div class="separator" style="clear: both;">
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Imagine you are one of the
following people:<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">- An Executive Decision-Maker<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">- A Board Member Who Wants to
Grow the Company<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">- A Department Manager Trying to Make
Better Decisions<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Or, perhaps, you have some level
of responsibility for providing data to these decision-makers:<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">- An Analyst with Solid Excel
Skills<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">- A Beginner Who’s Just Completed
Some Data Literacy Training<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Given this blog’s focus on
Tableau, you probably haven’t been here before. You probably don’t even know
what Tableau is. And you might be wondering why you need it or, for that
matter, why you need an analytics platform at all. You have your enterprise
systems that run the company and your people are good with Excel, so why do you
need anything more? To explore that question, let’s start with a scenario…<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">The Scenario<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype", serif; font-size: 14pt;">In this scenario, imagine you are one of the people responsible
for providing data to the decision-makers. You might be a guru who can make Excel
do all kinds of incredible things. Or you might be a beginner who’s just completed
a series of data literacy training. Or, more likely, you are somewhere in
between. <o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Now imagine that you have a partner that provides you with some
data on a regular basis—it could be inventory data, information about their sales
pipeline, or any number of other useful data. Your CEO needs a report using this
data twice a month to help inform various decisions. Data-informed decisions,
you say!! Well, that’s exactly why you’ve worked to build your data literacy skills,
right? So, how might you provide this information to your CEO? You start by
talking to that partner and asking that they send the data twice a month. Once
you have the data in hand (it’ll most likely be in Excel format), you realize
it needs a bit of cleaning and data prep before you can use it in the CEO’s
report. You clean the data in Excel, diligently documenting your steps along
the way, then use that data to produce an Excel-based report.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
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<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi8ymj7nau12hNagMgJaTNF_ISbXiJ7NtQD9EhmFq6FG9iQ914mDCj16DwgPITZVtIQjz0yUrERLAQtza5AWdX1li3H0lNPEVecfdsg_yPRljROMVMLDiy8NEBg-MdYtWV36T0auK8f6sPm8GXJvjGxae7crDhx-HHFYP88Wv-5SCtdnpvzvjAt-PRklfx7/s16000/01.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Fortunately, the cleanup process
isn’t too complicated and you’re able to produce the CEO’s report relatively
quickly. In all, it’s only taking you one hour to get the information to your CEO.
Since she needs it twice a month, that’s only two hours per month. What’s best
is that your CEO is absolutely thrilled—the report has enabled her to identify
some problematic trends and she’s already taking proactive measures to address
them.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Well done! Seriously...you've been
able to apply your skills to help the organization make data-informed decisions
that were previously made purely on gut instinct. That is what data skills are
all about!! <o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">Complication # 1<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">But, as you probably know, things
are rarely this simple. So, let’s complicate the scenario slightly. After using
your report for a while, your CEO asks if you could add in some <b>Item Master</b>
data from your Enterprise Resource Planning (ERP) system. That information will
provide additional context that will allow her to slice the information in
different ways and further tune her decision-making process. This is a great
thing as it means that your report is getting used and your CEO is now starting
to ask better, more detailed questions. Our goal should always be <a href="https://www.flerlagetwins.com/2016/07/the-question-is-question.html" target="_blank">better answers to better questions</a> so this is an exciting development and you’re
eager to meet her needs. <o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">But you don’t work with the ERP
system that much, so you start researching the best ways to get data out of it.
You find out that it has a database, so you start trying to figure out how you
can connect to that database. Unfortunately, the database administrator doesn’t
like people connecting to the database and, even if they were to allow that,
the tables and fields within it have incredibly cryptic names. The item master
table name is F4101 (who could have guessed that?), it has over 200 fields, and
the fields are names are things like: IMITM, IMLITM, IMAITM, IMDSC1, IMALN,
IMSRP1, IMUOM1, IMATPAC. <i>Note: This is a real example, taken from JD
Edwards, but virtually all ERP systems have similarly cryptic table and field
naming. This is because the databases generally have thousands of tables and
they needs some standard naming conventions in order to create consistency.</i><o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">To make things worse, these types
of systems are designed to be able to quickly process the creation and updating
of data—they are not built for analytics—so they use a relational database
model. Because of this, there are another dozen or so tables that also contain
Item Master related data. You spend a week trying to figure out how to bring
all this data together, but your mind is blown, and you decide that the best
option is to simply export the data from the Item Master application in the ERP
system. You only get the partner data twice a month, so it shouldn’t be a big
deal to just export that data from the ERP twice a month as well, right?<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">OK, so now that you have your
Item Master data, you need to combine it with the partner’s data then perform
your cleaning and data prep. You find ways to combine the data using lookups and
macros in Excel. That’s a little tricky, but you document your steps and you’re
able to produce the report for the CEO.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-no-proof: yes;"><v:shape alt="A picture containing text, screenshot, circle, diagram
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</v:imagedata></v:shape></span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"><o:p></o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYQSx5Ajx5fu0oWvj0La2ca9jrsj8TPJIa8xJWgZNJgsvJgNVyk7Jlf6476RIJ94HwODVPWTFJsDkmWu95V9ypEBtf7zmWj5xcXsn8nrpMgWT36eg-05IQUQzCLEdXZ1Le2ySUh2e3QBccPlSfaKx4LolYaQrIf6K68L7pjyZGXBALNhW-IXV-68SSfcuJ/s16000/02.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Those additional steps added a
bit of time to the process—it now takes two hours instead of one—but you only
need to do it twice a month so no big deal. Your CEO is thrilled and puts the
new report to work right away!<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">Complication # 2<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Given that the last section was
titled “Complication # 1”, I’m guessing you’re not surprised to hear that I’m
going to add another complication. After a couple of months using the updated report,
your CEO asks you to add another new data set to the report. You’ve never heard
of the system that has the data she needs since it’s pretty niche and only
maintained by a couple of people. So, you reach out to the owner of that system
to see if it has a database you can connect to. Unfortunately, it’s a cloud-based
<i>software-as-a-service</i> solution and doesn’t allow that. So, you ask about
export capabilities. Unfortunately, it’s a rudimentary system and doesn’t have
such capabilities. So, what do you do? Your options are quite limited, so you
do the only thing you can—you decide that you'll need to track the data
manually in a spreadsheet so that you can pull it into your reporting. Now, in
addition to receiving the data from your partner and exporting the item master
from your ERP, you now need to manually transcribe the data into a spreadsheet.
<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-no-proof: yes;"><v:shape alt="A picture containing text, screenshot, font, circle
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</v:imagedata></v:shape></span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"><o:p></o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMGCwTTLUNU4F0uH5Rhz9W0q-ZyXbvs-nyuAWk5-J1Y6ne6kHvTj8x2sTStYI-A3eDpPJHbg6K-mK0TM81OOb0X5Wvw6UFDwwm91upMyAP0cMwuFB3iczMiSaiqyxqXNzwUfKQQd5alrN81P6cd5vii5sG5FoV19GJWenZnwjhc0eaPFELKEwf1jNDdw3s/s16000/03.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">This adds another hour to your
process, making it 3 hours. But, again, it’s only twice a month, so it’s not a
big deal. And your CEO is thrilled so it’s absolutely worth it!<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">Complication # 3<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Your CEO thinks you’re a miracle
worker and is using the report to make better decisions than ever before. She’s
been able to use it to solve dozens of strategic supply chain problems and now
wants to use it to solve more operational problems as well. She’s finding
this difficult since she only gets the report twice a month. So, she asks if
you can start providing it more frequently…ideally, every day Monday through
Friday.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">The report takes 3 hours to
create, which so far, has not been a problem since it’s only twice a month. But
can you really do it daily? That’s three hours every single day!! You’re now in
a bit of a bind, so what do you do? Unfortunately, there aren’t a lot of
options. You decide that you have little choice, so you start going to work
early to produce the report and still leave enough time for the rest of your work. Fortunately,
you were able to get the partner to provide you with a tool to extract their
data yourself, so you no longer must wait for them to send it to you—you can
just download it whenever you need it. <o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">In the end, you’re able to
provide your CEO with the report she needs Monday through Friday of each week. It's
a pain, but she is thrilled so you're happy too. She’s making much more timely
and accurate decisions than ever before. But then your CEO runs into a problem.
The partner added new shifts on the weekend and that’s having a big impact on
their supply chain. By the time Monday comes along, the data is already stale.
So, as you might have guessed, she asks if you can provide this report to her
every day, including weekends and holidays.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">So, now you are creating this
report every single day—365 days a year—and spending three hours every
day. It’s almost become your entire job. And what if you want to take a
vacation? What if you get sick? This manual process that was initially no big
deal has consumed your entire life and there’s seemingly no escape.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">And guess what? You’re not the
only one! All the other analysts, in all the other departments, are doing the
same thing. They are pulling together data from disparate systems in order to
create similar reports for the CEO and other decision-makers. Those folks are
extracting similar data sets to you and spending the same amount of time performing
the same cleaning and combining tasks as you. And many of the
reports they create even use some of the same metrics. Are they calculating
those the same way as you? There’s a high likelihood that they aren’t, which,
at best, will lead to a lack of trust in the data from leadership and, at
worst, could lead to poor decisions based on misunderstood data.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">In short, while we have been able
to use our data skills effectively, it’s led to a nightmare scenario that is
completely unsustainable for you and the organization.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">A Potential Solution…<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">If you’ve ever worked with data,
then you know this is not just a hypothetical scenario. I’ve seen this exact
scenario play out many times in my career. Even if your organization is really
good with data, you almost certainly have at least a few pockets of this type
of manual data work. You may even be in this exact same situation right now. Or
you might be a leader who is struggling to get clean, accurate data on a timely
basis.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">So, what are we to do? How can we
solve this problem?<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">What if, instead of manually
processing this data via exports and Excel formulas and macros, we could
introduce some automation into this process? We’d start by automating the
extracting of data from each of our source systems…<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-no-proof: yes;"><v:shape alt="A picture containing text, screenshot, font, circle
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</v:imagedata></v:shape></span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"><o:p></o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjinmLRGz8r-M3U8jQeM_uk6y0V-JcccpVSSk80hzwIjgaKxigKqpx2stajuLLbXGVFIDTq27T7J48DGz6gB3rSCBhyaKb6Srw2KvN8VI-wqtMbRmx6e5ENGf_50SvuqNFxUb7Cg6sr8nxO0QX4bOrVp2T8VslL_v2O6iBKEDNHXnbjtarcCgl4j7o_CD2/s16000/04.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Then we’d automate the process of
combining that data together…<o:p></o:p></span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-no-proof: yes;"><v:shape alt="A picture containing text, screenshot, font, circle
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</v:imagedata></v:shape></span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"><o:p></o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh5sDTo-gpFn9Si3_uS8oPOOUsNVkJIp8Wu59Xixnjw52PWGJVNFEgt0sz_mIhOJLrGS8jZUyZ886NpbwW_ud0fCJtAVK5tjlLiFFYuEf6g-k-WNwswyT8d7uDjhy9f604lOSkQ8GOHcWbNCTahPuRoSyfrDwG13ENhugcSDqAM-fV27irZeQg6a6wlVqFf/s16000/05.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Next, we’d automate all those
manual cleaning and data preparation steps…<o:p></o:p></span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-no-proof: yes;"><v:shape alt="A picture containing text, screenshot, font, circle
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</v:imagedata></v:shape></span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"><o:p></o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjh4YwciXnI4max_j6QNDyDH2oB_6LBchbFFHqECcemynNZNIPhDaIjnebKkN77E2dCu9VnTxMDSwDi7aoGshkX_MdcENGhR5gXnzCd8XYVI0Q9ieJR1q_V4w3VfqfFh2qbiqU4fPyO_XJlbhxZpiaqYuR73EDmG-qGR42pn8_t4_mHpbpQkonFvDAI7gd/s16000/06.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Finally, we’d automate the CEO’s report…<o:p></o:p></span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-no-proof: yes;"><v:shape alt="A picture containing text, screenshot, font, circle
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</v:imagedata></v:shape></span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"><o:p></o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEig_uCcf0p7BqrG0EUwBjGy9-ij2a8f0ogGeZarSsSfzpEZO--PLSkoc7rXXFUFyUdGO86m3HOfLtpLMNnd6ORb0xOrpaPT237JNu_eCgaJDhlNy5_1KicdT2G1S4r2BMjH2zL4-PaytymMz1q9FZLqxHr5-7dQXrFEkaHWNFW7BaTKD-HyfRO4oYkzEa3q/s16000/07.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">And, if we are feeling ambitious,
we could even schedule that report so that it’s delivered to your CEO’s email
every single morning.<o:p></o:p></span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-no-proof: yes;"><v:shape alt="A picture containing text, screenshot, font, circle
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</v:imagedata></v:shape></span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"><o:p></o:p></span></p>
<div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgllhdZbCFIeUFPKpJha-O6KSzlD8DxMX-CwhwsmeAo11zECa732ecTYjACESrwhU2cHXeOzVvsg_FJUDA_AonSUgnAQUwov-Uvq7M2woSXqGrsvTtP8V-m9eVCbbxHfWseYdV9tBIJp1taDnFrBe_jHSHahJh1-wvhhVCK5I55y4BFx0sxjMrqCPjDgQEl/s16000/08.png" /></div><p align="center" class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">What would be the impact of all
this automation? We will have taken a process that consumes 3 hours a day, 365
days a year and converted it into a fully automated process that requires
exactly <b><u>zero</u></b> hours of your time. The report is waiting in your
CEO’s inbox as soon as she walks in the door every single morning. But that’s just
the beginning. This automated process delivers additional benefits as well:<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">1) <b>Reuse </b>– Anyone doing
similar processes or using similar data sets can now just use the ones you’ve created.
You have not only freed up your own time, but many others’ as well.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">2) <b>Ease of Use</b> – If we do
this right, we can take cryptic table and field names and change them into something
people will understand. We can also combine all those relational tables into a
smaller set of tables that contain all the important information, modeled in a way
that makes it more conducive for reporting.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">3) <b>Improved Quality</b> – Your
manual processes in Excel leave room for mistakes. Once the automated process
has been built and validated, these manual steps are removed, significantly
reducing the possibility of errors and enhancing overall data quality.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">4) <b>Improved Consistency</b> – Metrics
and other calculations are created once and<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> standardized so there is no risk of people
defining things differently than others.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">5) <b>More Time</b> – You (and
others) now have more time to focus on more value-added tasks. This leads to a
more productive workforce but also helps to reduce costs since you won’t need
to hire additional people.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">Analytics Platforms<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">This 100% automation may seem too
good to be true, but it's not. This is why we need an analytics platform. If
you look up the term, “analytics platform,” you’ll get a variety of
definitions. When I discuss an “analytics platform,” I’m speaking quite broadly
about a unified solution of technologies that allow you to acquire, combine,
clean, and transform your data, then to explore, analyze, visualize, and report
on it. While this space is constantly changing, an analytics platform typically
consists of three primary components which could be made up of one or more
technologies. Sometimes all three come together as part of a single packaged
solution (though, in practice, I’ve rarely seen any package that does a good
job of all three needs). Those components are a <b>Data Pipeline</b>, <b>Data Platform</b>, and <b>Business Intelligence</b>. Let's explore each of these further.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 16pt;">Data Pipeline<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">Data pipelines allow us to
automate all the movement and transformation of data. Historically, these tools have been called <i>ETL
(Extract, Transform, Load)</i>, but you’ll also hear the terms <i>Data Prep</i>,
<i>Data Transformation</i>, <i>Data Pipeline</i>, and several others. Using
the example we shared earlier, we’d use these tools to extract data from the
source systems, combine the data together, and perform the necessary cleanup
and data prep. Typically, we’d also use these tools to model the data in a way
that is easier to understand and structured to be more conducive for analytics.
The combined, cleaned, conformed, modeled data is then pushed into some sort
of data platform (see the next component). Unfortunately, many of these tools
are not yet capable of reading data from the APIs provided by many web and
cloud-based platforms, so other tools or programming languages, such as Python,
are often integrated to provide this capability.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 16pt;">Data Platform<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">“Data Platform” is a generalized
term to describe some sort of platform to store the data processed by a data
pipeline. Historically, data warehouses have been the primary way to store data
for analytics purposes. These are best for handling highly modeled and
structured data. For this reason, they are great for providing a “single source
of the truth” to business users. However, they don’t do a good job of handling
the explosion of unstructured and semi-structured data. To deal with this, we’ve
seen the growth of data lakes or technologies that combine data warehouses and
data lakes into something called “data lakehouses.” But regardless of the
technologies used, the data platform provides a place where you can bring
together data and make it available to business users, analysts, and data
scientists.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 16pt;">Business Intelligence <o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">So, now that we have clean, reliable,
easy-to-understand data, what do we do with it? That’s where business
intelligence (BI) tools come in. Business intelligence tools provide an
intuitive interface for analyzing, reporting, and visualizing data. Traditional
BI platforms tended to be somewhat bulky and not particularly easy to use. They
also focused much more on simple “list” reports or crosstabs. Modern
platforms, such as Tableau, tend to focus more on visual analytics since
visualizing data is much more effective for identifying insights than raw data. Almost
all BI tools now have the capability to create charts, dashboards, infographics,
as well as more traditional types of reporting. They generally allow you to
share reports or dashboards with end users via several different methods, as
well as provide powerful tools for exploratory analysis and data mining.
Because they are usually built with intuitive interfaces (some more than
others), they enable virtually anyone in an organization to use them—a concept referred
to as “self-service.” Self-service analytics means that subject matter experts
can analyze their own data and find their own insights to inform better
decisions. While it’s typical to have a core team of experts, self-service
tools allow the work to be distributed across the enterprise, reducing bottlenecks.
Modern BI platforms have also begun to integrate advanced analytics—machine
learning, artificial intelligence, natural language processing, etc—in order to
provide increasingly powerful toolsets.<o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">Automation, Automation, Automation<o:p></o:p></span></b></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;">What all these components have in
common is automation. Once a data pipeline is created, we can simply schedule it
to run on a regular basis. When it fails, we’ll get notified and can address
any problems, but most of the time, it just runs on its own—completely unattended.
We pretty much just schedule it and forget it. Up-to-date, clean, modeled
data then lands in our data platform, ready to be used by the business
intelligence tool(s). And the BI platforms are automated as well. Once fresh
data is available, reports automatically use that data. You can even schedule a
report to be emailed on a specific schedule or configure alerts when a metric
reaches some target. The automation possibilities are endless. <o:p></o:p></span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 8pt; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 22pt;">Recap<o:p></o:p></span></b></p>
<p style="layout-grid-mode: char; margin: 0in; mso-add-space: auto; vertical-align: baseline;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">So, why do you need an analytics
platform? And why is Excel not enough? The simple answer is automation. By
implementing the key components of an analytics platform, we’re able to
automate previously manual processes. And that automation provides us with many
other benefits including the ability to reuse the data created, data that is
easier to use and access by business users, improved data quality, improved
consistency, and countless hours of saved time, allowing you and others to
focus on more value-added tasks. <o:p></o:p></span></p>
<p style="layout-grid-mode: char; margin: 0in; mso-add-space: auto; vertical-align: baseline;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p style="layout-grid-mode: char; margin: 0in; mso-add-space: auto; vertical-align: baseline;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">So, if you or others in your
organization are spending a lot of time manually extracting, combining,
cleaning, modeling, and reporting your data, please please please consider a
move to a data analytics platform. I promise that you—and your organization—will
be glad you did!<o:p></o:p></span></p>
<p style="layout-grid-mode: char; margin: 0in; mso-add-space: auto; vertical-align: baseline;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-bidi-font-size: 11.0pt;">Ken Flerlage,
August 21, 2023</span><span lang="EN-IN" style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Segoe UI"; mso-bidi-font-size: 11.0pt;"><o:p></o:p></span></p>
<div class="MsoNormalCxSpMiddle" style="line-height: normal; margin-bottom: 0in; mso-add-space: auto;"><span style="font-family: "palatino linotype" , serif; font-size: 14pt;"><span style="color: #404040;"><a href="https://www.moxyanalytics.com" target="_blank">Hire Us!</a> </span></span><span style="color: #404040; font-family: "palatino linotype" , serif; font-size: 14pt;">| </span><a href="https://twitter.com/flerlagekr" target="_blank"><span style="font-family: "palatino linotype" , serif; font-size: 14pt;">Twitter</span></a><span style="color: #404040; font-family: "palatino linotype" , serif; font-size: 14pt;"> | </span><a href="https://www.linkedin.com/in/kennethflerlage/" target="_blank"><span style="font-family: "palatino linotype" , serif; font-size: 14pt;">LinkedIn</span></a><span style="color: #404040; font-family: "palatino linotype" , serif; font-size: 14pt;"> | </span><a href="https://github.com/flerlagekr" target="_blank"><span style="font-family: "palatino linotype" , serif; font-size: 14pt;">GitHub</span></a><span style="color: #404040; font-family: "palatino linotype" , serif; font-size: 14pt;"> | </span><span style="font-family: "palatino linotype" , serif; font-size: 14pt;"><a href="https://public.tableau.com/profile/ken.flerlage#!/" target="_blank">Tableau Public</a></span></div><div class="MsoNormalCxSpMiddle" style="line-height: normal; margin-bottom: 0in; mso-add-space: auto;"><br /></div><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGNvnVkpVt4y2hEGsK0bebrNx4LsjLi8fzWzrM8q_ZKFGaX-ShPFuBQfkGm4EEdgeSSkXR_neiyzlt3fs8Ixwd-XrdcXiAl5Y2dCv11GhYXd7PCJQw6qMuU-ci3jukg1tUAJp43FbSb10tvssV8yW0zjj77R2lJCLIig1H4EnjDCTYNrYZcO8lKsxXb_6G/w400-h225/Moxy%20Add%20for%20Website%20Large.png" width="400" /></a></div><p class="MsoNormal" style="layout-grid-mode: char; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><br /></p></div>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com1tag:blogger.com,1999:blog-3178813192704651028.post-66780436622445542472023-08-14T08:35:00.001-04:002023-10-16T17:18:45.936-04:00Hover to Scroll to the Selection in the Bar Chart<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEibhOwYulz3lkAcTwObV_-0NjGehMoigxvPqvoHkMaT7rMeh0qBaTU8dUdOX_xoSv-YIuRm-5hmr_G2rvKXnMNyrj02jO1BBTIaZLLrlkHbzmOxNIEdyAHvYAIZ2zgvE0At_MjgdbAGilIWaBdOWGmlfirvrW619mRbCCC69blrAxsdmVEC8_8e9DJxWA/s1612/Header%20Image.gif" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="913" data-original-width="1612" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEibhOwYulz3lkAcTwObV_-0NjGehMoigxvPqvoHkMaT7rMeh0qBaTU8dUdOX_xoSv-YIuRm-5hmr_G2rvKXnMNyrj02jO1BBTIaZLLrlkHbzmOxNIEdyAHvYAIZ2zgvE0At_MjgdbAGilIWaBdOWGmlfirvrW619mRbCCC69blrAxsdmVEC8_8e9DJxWA/s16000/Header%20Image.gif" /></a></div><p></p><p><br /></p><a name='more'></a><p style="-webkit-text-stroke-width: 0px;"></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Recently at work, I was redesigning an old dashboard that was showing actuals to projections at a county level. The original version was just a county map. To further explore the data, I built a bar chart of the counties and it was there that it became obvious (not in the map), that there were only a handful of counties that were not hitting their targets...most were. And some of those were wayyyyy off. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">So, I added a bar chart showing the actuals to projections for all 3000 plus counties in the US. (I also built a histogram). From there, I added a highlight action in order to highlight by county. This worked great when hovering over the bar chart - when you hovered over a bar, it would highlight the county in the map. However, when you hovered over a county in the map and tried to highlight the bar...that's when this broke down. Why? Well, take a look at the screenshot below (note that this is not the actual dashboard I built at work, it is just a replication using poverty rate data). You'll see that in the bar chart, only 35 of the 3000+ US counties are visible. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">When I hover over a county that <b><u>IS</u> </b>in the top 35 (say, Apache County, AZ - ranked 18), then it highlights that bar in the bar chart and this layout works perfectly.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfm4LrnmDDKrgpMldBCXU4ILXHlxWMN3aJ3NjLPuy4B4873Wsp7u22IA2PEvfpl5ilsImf6HR4s328Ln3HYfCMyTg6XlIUZUtpUWxsfBuQPDIrvPafOE0KzzA0La_dX8IMhAzgVnf8iEgW6IwvqNhjQCTdht_7pusmMQpUfJ6Zr5uV7AELWJIcuwJQLg/s16000/Highlight%20Good.png" /></div><div><br /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">However, w</span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">hen I hover over a county that is not in the top 35 (say, San Juan County, UT- ranked 66), then it highlights that bar in the bar chart, but you can't even see it highlighted (again, because it's not in the top 35).</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiR_5E30aY7PH65ttFAgMvb5zKej19OFsJwETfWX_bEgKrKWzx0Lu3GxhiCqvLjZM8RKEdytEeRrdmzsOgZX7TuDEYh4iOpdvfc2RAowB3lC8PYc9YHA3A8dAJbs_He7n0zAgSdxmyB6-Db9GvcI_8zWDG4tziwpzdQUD9IjS7z_0rK_1SgxB0TvTVQVw/s16000/Highlight%20San%20Juan%20BAD.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"> </p><div class="separator" style="clear: both;"><br /></div><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">So, I thought about how we might solve this. In my head, I simply wished that when I hovered over a county in the map, it would then "scroll" the bar chart to where that county is shown. I wasn't sure how I could do something like that, but it did give me an idea. What if I were to just filter every thing above it to make it look like it was scrolling to that value. To refer back to the example above, San Juan County ranked </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">66, so I could set this up so that when you hover over that county in the map, it filtered out those counties ranked 1 - 65 so that San Juan would be easily seen. (Note that in the end, I opted to filter out all but 15 of the counties ranked higher so that the highlighted county would appear in the middle of the bar chart, not at the top. More on that later). </span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">So, this was actually pretty easy to do. If you want to follow along, check out <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/HovertoScrolltotheSelectionintheBarChart/ScrolltoSelectioninBarChart" target="_blank">this dashboard on Tableau Public</a>. First, I created a calculation called Rank: </span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">RANK_UNIQUE(SUM([Poverty Rate (Poverty Rate)]), 'desc'). This would use poverty rate to rank the counties. I placed that on the detail card in the map (and showed in the tooltip). I used the same Rank calculation on the bar chart. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">From here, I create a parameter called Rank Parameter and set up a parameter action so that when I hovered over a county in the map, it would send that county's Rank value to this parameter. I then created a filter calculation called Filter to Hovered Rank: </span></span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">IF [Rank] >= ([Rank Parameter] - 15) THEN 'SHOW' </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">ELSE 'HIDE' </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">END. This basically said that if the rank of the county was greater than 15 less than the parameter, then show it, else filter it out. This was then placed on the filter shelf of the bar chart and SHOW was checked.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">So as a little example, when we hover over San Juan County, the rank of 66 would be fed into the Rank Parameter. Then the filter calculation would be take over. It would calculate 66 - 15 to get to 51 then filter out counties that ranked 1 - 50. As shown below:</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhobghPTG9IaEC3NJK9lsuU1dm29-I9zE-hT9E3WMe-95urY8xVJpGnHAG9T70W_OUhdG5cXDBc9aH0gho45x-5LT2hGPwtfWyAGiIFxnFnP5ABPIPgjZfKjSxrUeKkAcNi0Ru9FgkGeaPhs-u4VL-QqUc41hcrTG4pqgPabSGoErdVbHL_thqTfM46hw/s16000/Highlight%20San%20Juan.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">It worked great! There was, however, one last thing. As I set it up originally, when it filtered the bar chart, it wouldn't clear that filter out unless you highlighted another county. So if you moved your cursor off the map completely, it just kept the bar chart filtered. To fix that, I edited the parameter action so that when the action was cleared, it would set that parameter value back to 1 causing the filter calculation to show everything in the bar.</span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgu5ljUZmODiDXrjhSIq6C6i4izmzvHnwfAb7bnGx1AtkA1Ma0Wy3Em7xihuSROBi2cpeF_BW0BXhSVwOkNsH0aIgWpKyvJ4ZlL_2d10LWuaKN6YmeKqz97azE0D5woAQpbd6ny4rV-QsWKs-nHw9pqN_sevqaYI48OJQmXllOqAXk4ttNE1QkkF3PHQA/s16000/Action.png" /></div><br /><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">And here is the resulting dashboard in action (note that the parameter actions do have a bit of pause to them):</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-M7ZutcmCsTsZT9kZFKpRCrNFfPI86M8rhymbaQDHYe2Ribnvdd74FZQVgfMbNhe3Z2SlDoujcI8RjH9n1bOqA10-8LeTQVBWa24TwgE0nKaTTy5AOdtrh-nTprpDlKlQYd8ja5bv825oaY9kmBJIVphLXKpdwCQF9Ha-qaK5PanpnC1lv54DoJQNEQ/s16000/Header%20Image.gif" /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><br /><span style="font-size: 18.6667px;"><br /></span></span><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Again, you can check out this <a href="https://public.tableau.com/app/profile/kevin.flerlage/viz/HovertoScrolltotheSelectionintheBarChart/ScrolltoSelectioninBarChart" target="_blank">dashboard on Tableau Public</a> to see exactly how it works. And I will note that the live dashboard has a similar structure to allow you to do the same thing with the histogram and bar as I did with the map and bar. </span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">As always, thanks so much for reading and please feel free to reach out any time if you have questions.</span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></p><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">,August 14</span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>,</span></span><span> 2023</span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br />Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-61956274707998709322023-08-07T07:00:00.003-04:002023-08-07T12:48:30.663-04:00A Guide to Embedding Tableau # 3: The Embedding Playground<p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; text-align: center;"><b></b></p><div class="separator" style="clear: both; text-align: center;"><b><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLjcytR552I6QVn2P2EIliRTdGBsBxgIACANkOgI3WGJIlEr7borhnqoGJpFUKaG0GutjWWt3TyXrGDRe32WUX3vmDw5EVb6Tl1f4-3Eiucep-RBTNunLzn9uhaVf0bgCOyZ7yDhh2h2lKuvQy0GXDEXWxGtzF4sbcCKABsr3QmDZWZ5OcQqqyaUaoWa07/s2484/Header%203.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1655" data-original-width="2484" height="213" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhLjcytR552I6QVn2P2EIliRTdGBsBxgIACANkOgI3WGJIlEr7borhnqoGJpFUKaG0GutjWWt3TyXrGDRe32WUX3vmDw5EVb6Tl1f4-3Eiucep-RBTNunLzn9uhaVf0bgCOyZ7yDhh2h2lKuvQy0GXDEXWxGtzF4sbcCKABsr3QmDZWZ5OcQqqyaUaoWa07/s320/Header%203.png" width="320" /></a></b></div><p></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">In my previous two blogs on the topic of embedding, I introduced
you to </span><a href="https://www.flerlagetwins.com/2023/04/embedding-1.html" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">the
basics of embedding</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">, then shared </span><a href="https://www.flerlagetwins.com/2023/05/embedding-2.html" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">several
embedding examples</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. My goal was to make embedding easier for non-programmers. Little
did I know that, while I was writing these blogs, Tableau was working on a tool
to make embedding easier for everyone. This new tool is the </span><a href="https://developer.salesforce.com/tools/tableau/embedding-playground" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Embedding
Playground</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. It went live on August 1 and is now available to everyone wanting to embed
Tableau workbooks. The Embedding Playground provides a simple, largely
point-and-click interface to build your embed code. In this blog, I’m going to
walk you through the tool. I’ll show you the basics of how to use it and then
we’ll apply it to the three examples I’ve provided previously. Finally, I’ll
show you how to extend the tool by creating powerful interactions.</span></p><a name='more'></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span><p></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 24pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Why Embedded
Analytics?<o:p></o:p></span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">In the first blog, I briefly touched on the what and why of embedding
and embedded analytics, but looking back, I fear that I wasn’t quite as
thorough as I should have been. Embedding is a powerful tool in analytics, so
I’d like to take a moment to dive a bit deeper into why it’s important and
provide a handful of use cases.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Embedded analytics allows us to provide powerful decision-making
analytics tools to our users—be they internal or external—by providing those
analytics in the flow of their work. In many cases, this is done in such a way
that users don’t know (or even care) that they are working with Tableau because
the workbooks leverage standard branding and design elements, </span><a href="https://www.tableau.com/blog/unlock-power-personalized-analytics-user-attribute-functions" target="_blank"><span style="color: #1155cc; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">personalization</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">,
integrated security has been enabled, and interactions have been created
between the app and the visualizations themselves. Ultimately, the embedded
analytics look, feel, and operate just like everything in the application.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">By using Tableau to provide these embedded analytics, you’re able
to leverage your investment in Tableau’s enterprise analytics platform. This
means you can leverage existing skill sets, leading to faster time to market
and an ability to more quickly react to your </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">customer’s requirements.
You also get the full power of the Tableau platform, including real-time
analytics, enterprise-level security, and so much more. And you can even
provide people with self-service using embedded authoring!<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 24pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Use Cases</span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">The use cases for embedded analytics generally fall into two broad
categories—<b>external</b> and <b>internal</b>. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">You
would build external embedded analytics to provide
analytical content to your customers, prospective customers, partners, or
other constituents. In many cases, this type of embedding would be done via an
application or web portal that you provide to your constituents. In such cases,
the number of users may not be large, but the impact
is incredibly high, providing decision-making tools at users’ fingertips. Organizations might also embed public analytics into their website to
attract prospective customers or provide data for the public good. Here are a
few examples of external embedding:<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">1) A bank that wants to provide real-time analytics on each
customer’s spending within their app and/or online banking platform.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">2) A software-as-a-service (SaaS) platform that wishes to provide
analytics to users across the platform.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">3) A university that wishes to provide prospective students with
information about graduation and retention rates.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">4)
A governmental organization that shares public health information (such as
COVID infection data) with citizens.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Internal embedded analytics are generally focused on employees
within an organization. Like external, they are intended to provide critical decision-making
tools to users in the flow of their work. Users don’t have to close out of one
system and log into the BI platform to get access to that information—it’s
right there when they need it. This helps to increase data literacy and create
a data-informed culture across the organization. Some examples of internal
embedding are:<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">1) A company that wants to embed some analytics into its
internal ERP system.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">2) An employee HR portal that provides employees with useful
analytics about pay, PTO, etc.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 24pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">A Tour of The
Embedding Playground<o:p></o:p></span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">So now that you have a more complete understanding of what
embedded analytics is and how it’s used, let’s take a look at the </span><a href="https://developer.salesforce.com/tools/tableau/embedding-playground" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Embedding
Playground</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. The tool allows you to quickly generate the code needed to build
embedded content. As I’ve addressed in previous blogs, writing this code is not
for the faint of heart. It requires someone with knowledge of HTML and
JavaScript as well as knowledge of Tableau and the </span><a href="https://www.google.com/url?q=https://help.tableau.com/current/api/embedding_api/en-us/index.html&sa=D&source=docs&ust=1689198844511214&usg=AOvVaw1SORmvkls_00BY74bFHvzQ" target="_blank"><span style="color: #1155cc; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Tableau
Embedding API v3</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. Unfortunately, there aren’t a lot of those people out there. The
Embedding Playground tries to make it easier for us non-programmers to embed
our content, but it also simplifies the lives of programmers by giving them a
great head start.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">When you first open the tool, you’ll be greeted with a start
screen that will guide you through the basics. You can choose the quick start
which will use a sample workbook and allow you to explore the options. Or you
can choose to use your own URL.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhAFZvua6WSSt8cNELrfQsNuUoeAo-SerCINLNGqEJ1r21tpXZNa5TeDsYLc25jSnjYJtAlW9L5KfLc15xxHUFDw0_tnw6KNLnOg-hwDjkjFb6GaFVjvrvU9Q2pzaLRfAB25WsS_k7445pc9WfiYhQ6Fo221VxQlHx-cftrdDEqN7mz4fukJqGKAiiWLMx7/s16000/Playground%2001.png" /></div><p></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Let’s choose to use our own URL. The tool works with Public,
Cloud, and Server, so open your workbook, click the <b>Share</b> button then copy the link. Paste that link </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">into the tool, then click Next.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi5cf2KNeE9jzmeVvANzZPDccqCBf6egPYit8kvoOc26mYEjyEvHCAJf7hVamKrYlrn4IBgT9p_OwnSvA3oAhYnHGgh6S2P6eCt3rmzXTIb-BwhKqNY6gaz-H4sjzPDvn8qw6VJj_VMvc1DnajNxnXN64Szu9CCvBDN23mKAEiZ90_oJX2n_oaUNMAMaXCR/s16000/Playground%2002.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">If you’ve used a workbook from Cloud, you’ll be prompted to set up
a <b>Connected App</b>.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiuZzwlv4sI2cH1pnA_UWFYgWQO7vqFbxuUvirTtQxVcko5UZvmQ6o63GIRZRg_lmGjnZX45fpO0rFyxwSQz1B8o8NMFeg1Kf7GIkBXoy85aRDFZ_WqZ2ocTj2jAvqiqm1zGZovBSQOagxqsu5x8dNdYTnrFA-e_2cfr5rko5iXScB2OE0Y8mvHbcLzdzk5/s16000/Playground%2003.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">As of January 2022, Connected Apps allow you to set up secure,
seamless, integrated authentication between your app and Tableau Cloud. It does
this by facilitating a trust relationship between Cloud and your application,
enabling things like single sign-on. The trust relationship is established and
verified through an authentication token that uses the JSON Web Token (JWT)
standard. This uses a shared secret provided by the Tableau connected app and
signed by your external application. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">There is a lot more to Connected Apps and setting them up—you can
learn more by visiting </span><a href="https://help.tableau.com/current/online/en-us/connected_apps_direct.htm" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Configure
Connected Apps with Direct Trust</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Once you’ve set up your </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Connected App, the Embedding Playground will walk you through the
process of adding it to your embed.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><b><i><span style="font-family: "Palatino Linotype", serif; font-size: 20pt;">Important! </span></i></b><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">The setup of a Connected
App provides you with three keys—Client ID, Secret ID, and Secret Value. The
combination of these is basically your password. It is critical that you <b><u>always create your token on the server</u></b>.
When generated server-side, you’ll get a token that is short-lived and specific
to a single session. This means that hackers cannot do anything with it. <b><u>Tokens generated client-side are not
secure</u></b>. Tableau</span></i><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">’s GitHub account
has </span></i><a href="https://github.com/tableau/connected-apps-jwt-samples"><i><span style="color: #1155cc; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">examples </span></i></a><a href="https://github.com/tableau/connected-apps-jwt-samples" target="_blank"><i><span style="color: #1155cc; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">for creating these
tokens</span></i></a><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">
using several languages including C#, Python, Java, and JavaScript (via Node.js).<o:p></o:p></span></i></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Okay, back to the Embedding Playground…Once you’ve entered a URL,
you should have something like this.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhjyO3ZKqnsgzx2GJNbqIg6wcDTO57avlfO-n2Asnjz7qCWsBAr-oBfZpC9bYql_g96OYBkM85R5Ag48AUX2xabMtvCvxlWHwnaUpuin7hD-MKT8evdTWnTHGbJceKKhi9zn3VbGUwrTg1zM7Pd4_uVrRlr9XP6J-iXaP3riyz6_lqKRkh9Rljz1tcYUNYZ/s16000/Playground%2004.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">On the left, you’ll see the URL you entered and some other
options. You can select from different <b>Viewing
Devices</b> if you like or just go with “Default.” You can also set a specific <b>Width</b> and <b>Height</b>. If you leave these empty, it will default to the dimensions
of the viz itself. Take note of the small help icon to the right of
these—clicking these will provide some useful guidance to help you make the
right choices. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Clicking <b>Customize Display</b>
will give you the option to show tabs or to change the toolbar location.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgwNFGQlv31QARdQWiTcPgTXBPnrqSZSRocW9BkER_BnGTd8sWCEoeFPvF-qWP-aepyzxfO1u54fyer66NDnVnHgwfstTMikmanlRKGJTC5J48JgCdIus0-wisTT1BXa_1rzssspY0WxNdwymqiVj8Mjv2V_kTQLgkB9nsm6y6R-hiEV0bT9uaSWeTtWPEU/s16000/Playground%2005.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Note:
One of the toolbar locations is “Hidden.”</span></i><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">
When using Tableau Public, you cannot hide the toolbar entirely, but the Hidden
option will hide some of the buttons.<o:p></o:p></span></i></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Below the <b>Customize Display</b>
pane are interactions. Let’s skip these for now and come back to them later in
this blog.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Across the top, we have a few different options. Clicking <b>Run</b> will update the preview to account
for any change you’ve made. The buttons in the middle allow you to show only
the Code (Code), only the Preview window (Preview) or both (Grid). On the right
are a button for downloading the code and one for accessing help. Clicking the
download button will give you two options—<b>Download
Code</b> and <b>Copy Embed Code</b>. Both
will give you the same code, but the Copy option will copy it to the clipboard,
while the download option will download </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">it as an
HTML file. The examples I’ll share shortly were downloaded directly from the
tool using these options.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Note:
As detailed previously, there is a difference between creating raw HTML with
embedded content and embedding that content within a web platform such as WordPress, Drupal, or Wix. The code the Embedding Playground provides is the
full HTML. If you’re embedding this content in a web platform, you don’t need
all of that. Refer to the </span></i><a href="https://www.flerlagetwins.com/2023/04/embedding-1.html" target="_blank"><i><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">first blog in this
series</span></i></a><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> for
more details on this topic.<o:p></o:p></span></i></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">And, of course, the code is at the bottom. It has two
components—the JavaScript code on the left, which is what calls the Embedding
API, and a bit of HTML on the right. The Java</span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Script is
fully editable, so if you’re comfortable with coding, you can use the generated
code as a starting point and add your own tweaks. Or, if you like, you can
download the code and open it in your favorite editor. That said, I prefer
keeping it in the Embedding Playground because it allows you to easily preview
your changes as you go. If you make a change in the editor and want to go back,
there is no Undo button, but you can use CTRL+Z (and related commands) to undo
those changes, just like any other editor.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 24pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Examples<o:p></o:p></span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">In the </span><a href="https://www.flerlagetwins.com/2023/05/embedding-2.html" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">last
blog</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">, I shared examples of three common scenarios, showing you how to
use iFrames, the JavaScript Embedding API v2, and the JavaScript Embedding API
v3 for each. So, today, I’m going to show how to do each of those using the
Embedding Playground. I’ve created complete working HTML examples which I’ve
posted on </span><a href="https://github.com/flerlagekr/Tableau-Embed" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">GitHub</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">.
I’ve also uploaded these to </span><a href="https://flerlageapps.com/" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">flerlageapps.com</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> so
you can open and interact with them. Finally, I’ve created snippets of just the
embed code via “pens” on </span><a href="https://codepen.io/collection/JGLKRQ" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">codepen.io</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">.
These pens allow you to see just the embed code and view the results of that
code. In addition, these pens </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">allow you to play with the code (similarly to the Embedding Playground) so
you can experiment with your own embeds. As we go through each example, I’ll
share a link to the code on Github, the working HTML page on flerlageapps.com,
and the pen on codepen.io.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">The three scenarios I’ll be addressing are as follows:<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">1) <b>Fixed-Sized </b>– A
dashboard that uses fixed sizing—essentially a static height and width. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">2) <b>Device Layouts</b> – A
dashboard built using Tableau’s Device Designer. Essentially, these contain
what amounts to separate dashboards for different target platforms—each with
its own unique height and width.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">3) <b>Automatic or Ranged
Sizing</b> – Dashboards that are built with automatic or ranged sizing, which
allows them to automatically resize to fit the page.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><b><span style="font-family: "Palatino Linotype", serif; font-size: 24pt;">Fixed-Size
Embedding<o:p></o:p></span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://github.com/flerlagekr/Tableau-Embed/blob/main/Playground%20Basic.html" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Full HTML on GitHub</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://flerlageapps.com/embedding/Playground+Basic.html" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Interactive Example</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://codepen.io/flerlagekr/pen/LYXObxV" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Embed Example on
Codepen</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">As in the previous blog, I’ll be using my viz, </span><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/TheWideningDivide/01" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">The
Widening Divide</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. The dashboard has a width of 1500 pixels and a height of 2000
pixels. Our goal is that the embed will look like the following image, with the
workbook centered on the page. We’re centering because, in my experience, it
tends to make more sense than left or right alignment.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEizmwpz8bSqp0-kRput_YP8JZLh5kyaKWa-8vZjsqsHRYIaqB3wlyCuSaTXQpc6XV-VFCCDBXxKs7wkmdBWRNXZKQ1XrEn5VtYVKkKCDOO1E-CXh4dLjR7XkMPuCoRQQ3iKPul_pNbTA7G39Q5rmOpLQ0W0EAzSvET0mpN3tdM9l0iZaYLXJBTZ5P8DJnYZ/s16000/Basic.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif;">Zoomed to 40% so we can see the entire dashboard.</span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Creating this embed is quite simple as we just need to get the
Share URL from the workbook and paste it into the Embedding Playground. You can
use either the “desktop” or the “default” option for the <b>Viewing Device</b>. With just those simple steps, you’ll have working
embed code!!<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">I did, however, find a couple of things I did in the last blog
that isn’t yet available in the Playground—specifically, editing the title of
the HTML file and centering the embed. To change the title, I changed the text
within the <i>title</i> tags near the top.
To center, I added a <i>div</i> around the
HTML portion of the embed as shown below. You’ll just need to change the <i>max-width</i> to the width of your
dashboard.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><br /></span></p>
<script src="https://gist.github.com/flerlagekr/ae17f25c86e0d93faa1b932e44af643b.js"></script>
<p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><br /></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: There are many ways to align elements in web design, so this is just one of many
approaches for centering this content. And, to be entirely honest, I’m not sure it’s
the best or most efficient–but it works!<o:p></o:p></span></i></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Near the end of the code, the Embedding Playground also creates a
few lines of code to set the active sheet and get the worksheet you want to
use.</span><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><br /></p>
<script src="https://gist.github.com/flerlagekr/eacae0d73374ea54ee9bd54eab109592.js"></script>
<p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">For
simple embeds like this one, we don’t need it (though it won’t hurt either).
Just to keep things clean, I’ve removed it. </span><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">If we were to include additional interactions to the embed, then
we would typically need this code. If you do that, just be sure to update the
names of the dashboard/sheet.</span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><b><span style="font-family: "Palatino Linotype", serif; font-size: 24pt;">Device
Layouts<o:p></o:p></span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://github.com/flerlagekr/Tableau-Embed/blob/main/Playground%20Device%20Layouts.html" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Full HTML on GitHub</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://flerlageapps.com/embedding/Playground+Device+Layouts.html" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Interactive Example</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://codepen.io/flerlagekr/pen/GRwONVQ" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Embed Example on
Codepen</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">For this example, I’m using my viz, </span><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/FleetwoodMacTheMembersandtheAlbums/FWM" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Fleetwood
Mac: The Members and the Albums</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. The dashboard has two
device layouts—Desktop and Phone. The Desktop layout has a width of 1100 pixels
and a height of 1600 pixels. The Phone layout has a minimum width of 375 pixels
and a height of 845 pixels. Our goal is that our embed will display the desktop
view when displayed on larger screens and the phone view on smaller screens. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhobs-qG886s_O1g6Tw-F3VYT4mt-_vCd0J38_EFo3e3xN3c42NKWuLOr45dpxppBqMB0x-8_33iulmJCi_9z448CZoxZ_x-ZmocY74_LU43dT3DZCeEVF4SQ4JLNOesFVAJIK_Qu8_FtjOFaAqOn8yZJ9MOsi3XZ6l1k1LfHC0QDJZ1YV-dCI4ocUAX2u1/s16000/Device%20Desktop.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="background-color: white; font-family: "Palatino Linotype", serif; font-size: 12pt;">Zoomed to 50% so we can see
the entire dashboard.</span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: center;"> </span></p><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"></span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEieBrhsmUdsEOFPXgNr7x_0qBc_btyjjKOB-va94DTX9UTuMYtJTZ6wmgPuRnr9x3DkFLy16HA0zWUnCZGFZ_i5cIcaTcc1lRPFAFLeOVhqrLv5t66ao3SVbtwDo4BPn1A6jpo7sRxPnLCpAefUdTBzonYWWb8v6StH7kB70WQkOH-3MYKNl1VSpd3F7_l_/s16000/Device%20Phone.png" /></div><p></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Like the last example, it’s super easy to create this embed using
the Embedding Playground. We paste the Share URL into the Embedding Playground
then select the “default” option for the “Viewing Device.” This will allow
Tableau to trigger the device-specific layouts as needed. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Like the last example, I changed the title and removed the
unnecessary code at the end. To center the embed, I used the same technique as
I used for the fixed-size embed. Just be sure that <i>max-width</i> is set to the maximum possible width of the embed
(typically the width of the desktop layout).<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><b><span style="font-family: "Palatino Linotype", serif; font-size: 24pt;">Responsive
Embedding</span></b><span style="font-family: "Palatino Linotype", serif; font-size: 24pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://github.com/flerlagekr/Tableau-Embed/blob/main/Playground%20Responsive.html" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Full HTML on GitHub</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://flerlageapps.com/embedding/Playground+Responsive.html" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Interactive Example</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><a href="https://codepen.io/flerlagekr/pen/MWzObNN" target="_blank"><b><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Embed Example on
Codepen</span></b></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">For this final example, I’m going to be using </span><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/Regional_16766597857820/GlobalTemperatures" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">a
version of Tableau’s “Regional” accelerator</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. Specifically, I’ll be
using the Global Temperatures dashboard which is based on the original work </span><a href="http://public.tableau.com/profile/naledi.hollbruegge#!/vizhome/Globalwarming_2" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Naledi
Hollbruegge</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> for Makeover Monday. The dashboard is set to automatic sizing.
Our goal will be to have the content fit the browser window, automatically
updating as we change the window size. Here are a couple of examples of how it
should look at different sizes.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWyTKuf1k9LBVF01YmuxYkag5yYaROmDnAbtGTJsTKGcfWqGxubOY8KrqE3OGIzMDmC7CRRqPHRwJayMuX_m2yxXZBYiE4AoJWrSgVwexMUINp6W-2hIpxbYORGo4ylfA_VL78acJyQHKF-8_pEuWDWXxpFLGecPYwq5r-XS4pOXSfIlug6f2QAd4aZKER/s16000/Responsive%201.png" /></div><br /><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><br /></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqG4RgKk-RtGxbXnS08yJuePUikPCd1s6GRs_bA4_qIRGwJ-orfTs2MIb3b_XXqxex6LwflYhwssIw0lqxk9C9k2TSNMkc3QX-qH27RuNh_ykMRB_PVHRlqJlkMFBdnccmXVzoicmbDTHnv1ma0Fk4jSlHWjD7gPUr9YKUsQSzXj_aadE61O2X2bBZV3uO/s16000/Responsive%202.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Once again, the Embedding Playground makes this super easy. We
paste the Share URL it into the Embedding Playground then select the “default”
option for the “Viewing Device”. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Unfortunately, I did find that, while the width automatically
adjusts to account for changes to the window size, the height does not. To
address that, we’d likely need to add some enhancements to the code, not unlike
what I shared in my previous blog. It is important to note that the Playground
is only meant to provide a starting point. In some cases, it will meet your
needs perfectly, while in others, you may need to add a few of your own
enhancements. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 24pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Interactions<o:p></o:p></span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Now let’s talk about interactions. The examples I’ve </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">shared here focus on somewhat basic use cases. But the Embedding
API version 3 provides so much more functionality we can apply. That’s where
the “Add Interactions” feature comes into play. If you expand this drawer, you’ll get
options for “Worksheet”, “Dashboard”, and “Workbook”. Drilling further will
provide options for adding context menus, exporting, filtering, mark selection,
and parameters. We can use these interactions to create interactivity between
our application/website and the viz itself. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">For example, let’s embed a </span><a href="https://public.tableau.com/app/profile/ken.flerlage/viz/Poverty_16890270451310/Poverty" target="_blank"><span style="color: #0563c1; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">map
showing poverty rates</span></a><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQ-VVLmFbwkLISdK9eiyp6hGOST0D3WapNujzTiUluhmEhTn_ys3KUAF6Sv58NJWR7L-BIbaxMBKbjxfTDR4lwSXgBDV9i4OKYPaodK26GqX-0KPuZmC7gcW9Vp6qg4PBE299i7t_7PlhjLUm63FTwFHzt9qZVul2xS7QHLmhEY9HWscYfW9Q8WaHiIrZk/s16000/Playground%2010.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Perhaps you want to allow the users of your app to filter by
state. To do that using the Embedding Playground, scroll to the bottom of the
JavaScript code window to where it says “// *** Insert your code below! ***”.
On the left panel, select the <b>Dashboard</b>
interaction type, then drag over the <b>Apply
Filter</b> interaction. This will create some template code for applying a
filter. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<script src="https://gist.github.com/flerlagekr/8756e15d6a290d60d1bf5ad1586de472.js"></script>
<p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><br /></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Let’s
filter our poverty viz to show only Pennsylvania. The
state field in our poverty viz is called <b>State
Name</b> so, we’ll edit the code as follows:<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<script src="https://gist.github.com/flerlagekr/2b2e9b28a8834d50b21ff4935a2bbbf5.js"></script>
<p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><br /></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Note: The above
only shows the snippet of code that was actually changed.<o:p></o:p></span></i></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Now, when we click <b>Run</b>,
it will filter to Pennsylvania. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnLKwPwMY974c4V3hKkiin4rwz6jMQEO-QhpgDxeoCH7iIRym5cdjsNgrKxR0Z15bwu1hBuA5Imo5YzMR4tET6rkgDvW2hXYDaVHtTWYcgqqEVYM-9ww2S7Ma2fdI-S-7BjaP2THYym-50y1OsSnFDpVT3CjaRZbkrHjeuifxSzwwGeWGwk0ew6BDU0ISH/s16000/Playground%2006.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">But you’re probably wondering why we’d do that in code? If we want
to give the user the ability to filter the viz, why not just display the filter
on the viz? Yes, you’re exactly right—but the problem is more complex than
that. This viz is just part of a larger tool in your application. Your
company’s app allows people to select a state and look at various information
about that state. The poverty rates map is just one component of many other
non-Tableau components. The first thing the user does is select a state from a
non-Tableau dropdown list. You don’t want them to have to filter the viz as
well as that would feel awkward. So, we leverage the JavaScript code and a
variable containing the selected state to automatically filter it within the
embed! This creates powerful interactivity between the app and the embedded
content, which helps to make it feel like it belongs there—it is just part of
the app itself, not a separate component.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Let’s do another interaction. This poverty rates viz has a
parameter called <b>Region</b>. When you
select a region from the parameter, it will grey out the rest of the country
allowing us to focus on just the selected region. For example, if we select
“South” we’ll see the following:<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiLehi_3uLeHEaz3062XwKaq3Fd4tYirURHktvtmGoxiBpBH47Aj1-xak8Fy6cIK_57JKA3K2XnbuHQPn0i2N5YQ43e88gygEYYzsdowPca9c4Ws3tp40hnyo9w8XktvIR_v6PtG4VTOnvkDOISg8s4UP53mhU10bTiVJsvnP2236STGsvnSIniU3RwVPZX/s16000/Playground%2007.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">If we wish to trigger that action within the embed code, we’ll
select the <b>Workbook</b> interactions
then choose <b>Change Parameter Values</b>.
Next, we update the code. We’ll change the <i>const
paramName =</i> line setting this to the value we want to select in the
parameter—in our case “South”. Then, in the line reading <i>const newVal = await viz.workbook.changeParameterValueAsync</i>, we’ll
change the first parameter to the name of the parameter itself, “Region”.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p>
<script src="https://gist.github.com/flerlagekr/5a8ec12bfe0168c4376c495b9b39dff4.js"></script>
<p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><br /></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">That will create the highlight effect within the embed.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEilYLSAY_tza7jDJBSqxKEL84csCWco9TMVzwCTtmZM6qeplkAO8aZDqDe3BgR5Q2BBuEWHj4FQc7aEUZp5e8WYSWzlJQQ5zBnAvjfygVkWm7630IkhXsXn5PR3EsQ9sMdG-v6wzWpj_koCrIJ1AWdVPm6eIjjVoBbkiODcbDLyPNbtg6VHDZ8CC4T4Q0xa/s16000/Playground%2008.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt; text-align: left;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Note:
Figuring out what to change can be a bit tricky. If you get stuck, click the
“API Reference” link on the left panel to go to the online documentation and
learn more.</span></i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"><o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Let’s do one more interaction example. Under <b>Worksheet</b>, there is an interaction called <b>Context Menu</b>. If we add this to our code, it will allow us to add
an action to the tooltip. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><div class="separator" style="clear: both; text-align: center;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSSJwh8VTt4OrjZMDkUboYMHKU193eUb8dkLVm-zdFuUZBkAFDx3rJUBbxNTtYKBGpffEoiUDCwCRm2E46sF9tMMjJrasU3ErrcYWAwB5TDLhT4ByISYe9YU9fXpP2gucVhhF5A786fmfT5ZI3jh0wLVboeCtGlMDu5HpTB3O-l1MmOwVdOwhJG_9hLD7u/s16000/Playground%2009.png" /></div><p align="center" class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt; text-align: center;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">The template code creates a very simple menu titled “Run my app”
which, when clicked, triggers an on-screen alert. But just imagine what else
you could do with this!! Business processes could be triggered directly from
the embedded Tableau content; emails could be sent; pretty much anything you
could </span><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">imagine. And it’s all done from within the context of the embedded
content. It’s just one more thing that makes the embed feel like a fully
integrated part of your app.<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Note:
The interactions available via the Embedding Playground do not cover all the
capabilities of the Embedding API. There’s much more that you can do with the
API that isn’t yet available in the tool. For now, you’ll need to write that
code yourself. </span></i><span face=""Quattrocento Sans", sans-serif" style="font-size: 14pt;">😉</span><i><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> <o:p></o:p></span></i></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><i><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></i></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">One
last component to be aware of is the Console window. Below the JavaScript,
you’ll see a “Console” button. Clicking that button will expand the console
window, which displays any messages written by <i>console.log()</i> calls in the JavaScript. The default code makes use
of console logging to provide useful information as the code runs and you can
add your own additional console logging to help you debug along the way. <o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><b><span style="font-family: "Palatino Linotype",serif; font-size: 24pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Closing<o:p></o:p></span></b></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">When I wrote the code for the previous blog of examples, it took
me forever—both because I had to write the code largely from scratch and
because I’m not an expert JavaScript programmer. But, with the Embedding
Playground, this is all so much easier. It’s largely plug-and-play, allowing
you to generate powerful embed code—including several different types of
interactions—that you can then modify to your exact specifications. The result
is embedded content that looks, acts, and feels like a fully integrated part of
your application. Users neither know nor care that it’s a separate
component—and that’s what embedded analytics is all about!<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">I hope that this blog has provided you with a good primer on the
new Embedding Playground. Moving forward, this will be my primary starting
point any time I embed any Tableau content. And that’s my advice for you as
well. Use the playground to create your base code, add any necessary
interactions, create seamless authentication through a Connected App, then
download the code. The code will likely require a few tweaks, but the tool will
get you most of the way there, saving you a ton of time along the way!<o:p></o:p></span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;"> </span></p><p class="MsoNormal" style="border: none; line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-border-shadow: yes; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in; mso-padding-alt: 31.0pt 31.0pt 31.0pt 31.0pt;"><span style="font-family: "Palatino Linotype", serif; font-size: 14pt;">Thanks for reading!<o:p></o:p></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";"> </span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in; mso-add-space: auto; mso-margin-bottom-alt: 8.0pt; mso-margin-top-alt: 0in;"><span style="font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: "Palatino Linotype"; mso-fareast-font-family: "Palatino Linotype";">Ken
Flerlage, August 7, 2023<o:p></o:p></span></p><p style="text-align: center;">
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</div></div>Ken Flerlagehttp://www.blogger.com/profile/03698843288892226027noreply@blogger.com0tag:blogger.com,1999:blog-3178813192704651028.post-51304908247056914242023-07-31T07:57:00.004-04:002023-07-31T08:00:53.031-04:00Data Governance Literacy (Guest Post from Laura Madsen)<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9e0hur6_9s0ssnNajje0idaCHRoAMpSpFJJBKg8QdEmD8JMDCs0JqtYE9_Mf0Rbac6eIuvyZqMj2E8SqBlI-0INQqJCuN8ewk6vQKnFDFT4xj0qTutjOvW23KwchuqkWKiekMrXVjCdy8EykUYtvO-sWODEuFbIg7nAv0gy63cTmZOZA9D3uyolnWRw/s2881/Data%20Governance%20Literacy%20Outline%20Border.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="2475" data-original-width="2881" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9e0hur6_9s0ssnNajje0idaCHRoAMpSpFJJBKg8QdEmD8JMDCs0JqtYE9_Mf0Rbac6eIuvyZqMj2E8SqBlI-0INQqJCuN8ewk6vQKnFDFT4xj0qTutjOvW23KwchuqkWKiekMrXVjCdy8EykUYtvO-sWODEuFbIg7nAv0gy63cTmZOZA9D3uyolnWRw/s16000/Data%20Governance%20Literacy%20Outline%20Border.png" /></a></div><br /><p></p><a name='more'></a><p><br /></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i>This is a guest blog post from <a href="https://www.linkedin.com/in/lauramadsen/" target="_blank">Laura Madsen</a>. Based in Minneapolis, Minnesota, Laura is the CEO of Moxy Analytics, a company she leads alongside her business partner, <a href="https://www.linkedin.com/in/serenaroberts/" target="_blank">Serena Roberts</a>. Laura is the author of numerous books related to data, analytics, and business intelligence which includes her most recent, <a href="https://www.amazon.com/Disrupting-Data-Governance-Call-Action-ebook/dp/B082FR154M?ref_=ast_author_mpb" target="_blank">Disrupting Data Governance: A Call to Action</a>. We are super excited to have her on the site. </i></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i><br /></i></span></span></p><p><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">If you are interested in more content related to data literacy, governance, strategy, culture and how to prove the value of your data and analytics teams, please check out the free downloadable e-books on the Moxy Analytics <a href="https://www.moxyanalytics.com/freestuff" target="_blank">Free Stuff page</a>. And for even more content, check out the <a href="https://www.moxyanalytics.com/blog" target="_blank">Moxy Analytics blog</a>.</i></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><b><span style="font-size: x-large;"><span style="color: #404040; font-family: Palatino Linotype, serif;">DATA </span><span style="color: #404040; font-family: "Palatino Linotype", serif;">GOVERNANCE </span><span style="color: #404040; font-family: "Palatino Linotype", serif;">LITERACY</span></span></b></p><p><b><span style="font-size: x-large;"><span style="color: #404040; font-family: Palatino Linotype, serif;">How to build responsive & resilient data </span><span style="color: #404040; font-family: "Palatino Linotype", serif;">governance teams</span></span></b></p><p><b><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></b></p><p><br /></p><p><br /></p><p><b><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">WHAT IS DATA GOVERNANCE </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">LITERACY?</span></b></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">In <a href="https://www.amazon.com/s?k=disrupting+data+governance&hvadid=589953035458&hvdev=c&hvlocphy=9014391&hvnetw=g&hvqmt=e&hvrand=4063285625102559480&hvtargid=kwd-1052127124752&hydadcr=21721_13345200&tag=googhydr-20&ref=pd_sl_2lrzogh9sp_e" target="_blank">Disrupting Data Governance</a>, <a href="https://www.linkedin.com/in/lauramadsen/" target="_blank">Laura Madsen</a> shared that data literacy has been a bellwether for the new/old shiny data governance programs. Data governance has been around for almost as long as the data warehouse but boy howdy have we struggled with it. It is the thing you love to hate, like reality TV or chocolate-covered fruit. Be that as it may, data governance is finally being given a makeover and is predicted to be a $5.1 billion industry by 2024.</span></span></p><p><br /></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">If we all agree that data literacy, generally, “…is the ability to read, understand, create, and communicate data as information” (Wikipedia) and Data Governance, generally, “…is the orchestration of people, processes, and technology to manage the company’s critical data assets by using roles, responsibilities, policies, and procedures to ensure the data is accurate, consistent, secure, and aligns with the overall company objectives” (Gartner).</span></span></p><p><span style="font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Then data literacy and data governance don’t have much in common except the word “data”, but it isn’t that simple. Most organizations that do data governance well have some kind of education or training associated with data governance. It is created to ensure that those working in data governance, the data owners, data stewards and the leadership stakeholders to read, understand, create, and communicate data as information…the needs are distinct from those that participate in data literacy though. Data governance literacy must ensure that those roles know what they do and how they do it ,from creating standard definitions to data quality parameters.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhsna9o9XhrTcaPHeTOMV0hQJrigFtKwjLJqc2eM8SUY9WfQXZQBEponTHboiS_W-QJW_VPBlJ7urwOGXIEBCj3kI03PnkSCe4rzI9hVjMjuW-JwHsU2AcoFjmcMFYEI1vzA4iDW-eTIjJ02MwvoHL8J2ew0m8WIOJTkfCFhW-sn8PDf5fhylIZVMVS_g/s16000/Data%20Governance%20Literacy%20-%20Quote.png" /></div><br /><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><div class="separator" style="clear: both;"><br /></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>WHERE DOES IT FIT IN?</b></span></span><p></p><p><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="background-color: white;"><br /></span></i></p><p><span style="font-size: 18.6667px;"><span style="background-color: white; color: #404040; font-family: Palatino Linotype, serif;">Initially considered to be a 101 and a 201 scenario, as in data literacy is a 101 class and 201 is a course for the advanced. But, after some careful analysis (I pulled a bit of a Don Draper; thought about it and walked away---not the part where he gulps down a bottle of brown liquor and blows up everyone else’s life with his careless eloquent words) it occurred to me that it is not a 101/201 problem. They are distinct efforts with their own goals. Almost by definition data literacy intends to increase self-service. Data governance literacy intends to help your organization either become or maintain its data-driven status. Data literacy is (usually) about improving individual skillsets for the greater good and data governance literacy is about the greater good. Will individual skillsets be improved if data governance literacy is successful? Sure, but that’s a by-product, not the end goal.</span></span></p><p><br /></p><p><span style="font-size: 18.6667px;"><span style="background-color: white; color: #404040; font-family: Palatino Linotype, serif;"><br /></span></span></p><p><span></span></p><div class="separator" style="clear: both;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg1jwr87eghtd0Zby2UD7lPZflqakioQSxv3Oqfg12Cd3zxe_S9XIhoKBEJ2ONFQ1ZyDK_KcjDletNuQGmt1DzDqyczBH_0HL3aZe567gYYr86bjjXABqmvEtDzeyBijcb0jloyGr5fBa5Zxw9Rzlmfn_Y-ZG6BWwAGMg6RD-xV9bUT9ySUGPYo92n_7A/s16000/Data%20Governance%20Literacy%20-%20Heirarchy%20of%20Needs.png" /></div><p><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></span></p><p><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></span></p><p><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Using Maslow's hierarchy of needs as our inspiration we see foundational elements such as data and data governance as building blocks for data literacy and AI/ML.</span></span></p><p><br /></p><p><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></span></p><p><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></span></p><p><span><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b>WHAT'S THE GOAL?</b></span></span></span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b><br /></b></span></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The goal of data governance literacy is to ensure that your data owners, data </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">stewards, and others that work in data governance have the skills they need </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">to define data, set parameters, understand lineage (and its implications), </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">and champion protection. Even if you’ve worked as a data analyst these </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">functions are often distinct from most other activities in data.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="background-color: white; font-size: 18.6667px;"></span></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Now before you roll your eyes and express frustration at yet another damn thing you must do, successful data governance programs have been doing this all along. It is the function of training staff to be successful in data governance. Now, we have a name and definition for it. But what we also have is an understanding that it is something that you should be doing if you have a data governance program. If you’ve wondered why you have struggled to be successful with data governance and have followed all the better practices but still can’t seem to get where you’re going, and don’t have something that supports data governance literacy, now you know why you’re not gaining traction.</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>HOW TO GET STARTED</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">1) ASSESS</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">What do you have that you can </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">re-use? Start with content from </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">your data catalog or data </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">literacy programs.</span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">2) GO TO THE EXPERTS</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Ask your data stewards what </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">resources would be helpful to </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">them in their journey.</span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">3) START A BACKLOG</span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Keeping track of the content </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">you want to build for your data </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">governance literacy program </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">should be part of your overall </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">data governance strategy.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>STEP ONE: ASSESS</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Before you start to worry too much about adding more to your already overloaded to-do list, check out what you already have that you use to support your data governance team. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Do you have training for your data catalog? </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Could it be adapted to add different functions or roles (like part-time data stewards)?</span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Next, look to your data literacy program. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">While data governance literacy is specifically about training the data governance team you may find content in your data literacy program that can help fill the gap. </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Remember, the first category of data governance is to increase the usage of data and data literacy programs aim to do that as well.</span></p><p></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Finally, keep in mind that you can create short, simple content to put on your learning management system (LMS) so as projects add data stewards they get trained right away, freeing you up in the long run!</span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><br /></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>STEP TWO: SEEK OUT EXPERTS</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The best resource you have to determine what content you need to increase your data governance literacy are your data stewards. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">If they're doing the job already they know what it took to get skilled. </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">If they are new to the role they will have perspectives as to what they need to learn or understand to be successful at the role.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">The function of data owner is different from data stewards but they will likely have insight for you into what is the most important things they need to know to be successful. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">If you're lucky enough to have a training resource group in your organization they can be excellent resources to help you construct relevant, informative content.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">If you have none of these resources in your organization and you're just getting started there is a proposed curriculum in this eBook that can help. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">If you're lucky enough to have a training team in your organization they may be able to help you put the content together.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b>STEP THREE: START A BACKLOG</b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><b><br /></b></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Whether or not you follow agile practices, it's a good idea to begin a checklist for what you want to build for your data governance literacy efforts. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">After you've assessed what you already have and have discussed it with the experts in your organization write it down. </span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Break it out into smaller, iterative work efforts and review it with your executive stakeholders.</span></p><p><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Building a data governance literacy program shouldn't be an add-on, it should be a key element in your efforts to improve your data governance program. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Embed the data governance literacy backlog into the program backlog or add it to your project for prioritization if you follow traditional project management.</span></p><p><br /></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">Data Governance Literacy should help train and upskill the key roles in da </span></span><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;">ta governance. </span></span><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Preparing them to define, manage, and communicate about the data is a step often above and beyond for data governance but will improve the likelihood of success.</span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b><br /></b></span></span></span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b><br /></b></span></span></span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b><br /></b></span></span></span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b><br /></b></span></span></span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b>PROPOSED CURRICULUM</b></span></span></span></p><p><span><span style="background-color: white; font-size: 18.6667px;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><b><br /></b></span></span></span></p><p><span></span></p><div class="separator" style="clear: both;"><span style="color: #404040; font-family: Palatino Linotype, serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhw7jv18iv0TasKET4gLfq2ifD1vXlvgtDbxOrEdBCdFXjFa8VBwO4rzdEiDGqqgrsBv7ujKmpD1XMITYjmTPTJ4BeR2Jjucb5WKnNBe1buG15b25uNOWNBzYsfbeQdQTTfSVucPozYDa_Wn2z3liZvHeK-GKhZLm-xMJGIj2ixMJO66pojoWiuSFi1wg/s894/Data%20Governance%20Literacy%20-%20Ciriculumn.png" style="background-color: white; font-size: 18.6667px; margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="881" data-original-width="894" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhw7jv18iv0TasKET4gLfq2ifD1vXlvgtDbxOrEdBCdFXjFa8VBwO4rzdEiDGqqgrsBv7ujKmpD1XMITYjmTPTJ4BeR2Jjucb5WKnNBe1buG15b25uNOWNBzYsfbeQdQTTfSVucPozYDa_Wn2z3liZvHeK-GKhZLm-xMJGIj2ixMJO66pojoWiuSFi1wg/s16000/Data%20Governance%20Literacy%20-%20Ciriculumn.png" /></a></span></div><span style="color: #404040; font-family: Palatino Linotype, serif;"><p><span><span style="font-size: 18.6667px;">Thanks so much for reading. </span></span></p><p><span><span style="font-size: 18.6667px;"><br /></span></span></p><p><span><span style="font-size: 18.6667px;">Laura</span></span></p><br /></span><div class="separator" style="clear: both; text-align: center;"><br /><br /></div><p><br /></p><p><i style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><span style="background-color: white;"></span></i></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i>If you are interested in more content related to data literacy, governance, strategy, culture and how to prove the value of your data and analytics teams, please check out the free downloadable e-books on the Moxy Analytics <a href="https://www.moxyanalytics.com/freestuff" target="_blank">Free Stuff</a> page. And for even more content, check out the <a href="https://www.moxyanalytics.com/blog" target="_blank">Moxy Analytics blog</a>.</i></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i><br /></i></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i><br /></i></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i><br /></i></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i><br /></i></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i><br /></i></span></span></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"><i><br /></i></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;">Need help with anything related to Tableau? Through Moxy Analytics, Ken and I provide consulting services such as Tableau Lifeline (get us for 1 hour to help solve sticky problem), Fractional Data Here (get us on your team for N number of hours a month for whatever you want us for), Tableau Training, and of course, project work. Click the Icon below if you are interested.</span></p><p></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><span style="background-color: white;"><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">Kevin Flerlage</span><span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;">, </span><span style="color: #404040; font-family: "Palatino Linotype",serif; font-size: 14pt; mso-bidi-font-family: Arial; mso-themecolor: text1; mso-themetint: 191;"><span><span>July 31</span><span>,</span></span><span> 2023</span></span></span></span></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><a href="https://twitter.com/flerlagekev" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Twitter </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://www.linkedin.com/in/kevin-flerlage-20106a8" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">LinkedIn </a><span style="background-color: white; color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;">| </span><a href="https://public.tableau.com/profile/kevin.flerlage#!/" style="font-family: "Palatino Linotype", serif; font-size: 18.6667px; text-align: justify;" target="_blank">Tableau Public</a></p><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><div class="separator" style="clear: both;"><a href="https://www.moxyanalytics.com/flerlagetwins" target="_blank"><img border="0" height="225" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyGfehA8kILd5XeqJ901AUmruAlsnivVPtLkzY3stzpzU3M-fQBZ0xRcbf9BAC5kkWDt8tOhTsjusbBJRrbi7ZYOu3f5z24iwVaoV5HJBEdpZn67pb5REstn6x4qBm-4iFO7kP3A5fR9yy22hjMuHbkJnKrsOtUa1w6chiIp_ZAAeR-IRJl-q0NuHxCeKD/w400-h225/Moxy%20Ad%20for%20FlerlageTwins%20Website.png" width="400" /></a></div><p class="MsoNormal" style="line-height: normal; margin-bottom: 0in; margin-top: 0in;"><br /></p><p><span style="color: #404040; font-family: Palatino Linotype, serif;"><span style="font-size: 18.6667px;"></span></span></p><p class="MsoNormal" style="-webkit-text-stroke-width: 0px; line-height: normal; margin-bottom: 0in;"><br /></p><div><span style="color: #404040; font-family: "Palatino Linotype", serif; font-size: 18.6667px;"><br /></span></div>Kevin Flerlagehttp://www.blogger.com/profile/12367500962793593350noreply@blogger.com0