Tableau Suggestions – Quantity 15 Fast Suggestions
Right here is the fifteenth installment of Tableau ideas the place I discover fast ideas that I discover very helpful.
#10 – Hover Over Current File Thumbnail
This function was added in Tableau 2019.1. Transfer your mouse over a thumbnail in your current file checklist and you may see the completely different visualizations in your workbook.
#9 – Drag Desk Calculation to Calculation Window
I discover this to be probably the most helpful options to assist folks see and perceive desk calculations. You should use the short desk calculations and edit desk calculations to create a desk calculation on any measure. For those who create a brand new calculated area, then you possibly can merely drag that measure into the calculated area window and Tableau will mechanically present you the desk calculation formulation. Attempt creating completely different desk calculations and dragging them in to see how they’re calculated. Right here is an instance utilizing a working sum of Amount with a secondary desk calculation of % of whole.
#8 – Drag Capsule to Secondary Axis for Fast Twin Axis
That is the quickest method to create a twin axis. As a substitute of including a second capsule, then right-clicking to pick out Twin Axis, merely drag the capsule to secondary axis location (on the proper for a secondary y-axis or the highest for a secondary x-axis). Be aware, it will word work when utilizing the CTRL key to duplicate a capsule, but it surely’s a one-step course of to get a dual-axis. Bear in mind to right-click and synchronize your twin axis if applicable for the chart view.
#7 – Avoiding the Mark Sort Altering on Twin Axis
When including a capsule to create a twin axis the marks will typically change within the view. It is because the default mark sort is about to Computerized. You would possibly begin off with a bar chart, however when including one other capsule to the secondary axis they each change into Circle Marks. To keep away from this from occurring, set the mark sort to the specified mark to pressure the mark sort. Now while you add one other capsule as a secondary or twin axis, the mark sort is not going to change. On this instance, you’ll set what occurs when the Operating Sum is added to Amount as an Computerized Mark vs. a Bar.
#6 – Present View Toolbar on Charts
This one is tremendous easy. Similar to on a map, you possibly can right-click on the clean chart space of any chart and choose Present View Toolbar. This provides you with very related instruments because the Map, together with zooming out and in on the chart, a pin, a zoom space, pan, and rectangular, radial and lasso choice instruments. Be aware when utilizing zoom on charts, the chart will zoom in and certain break the zero axis (beginning the chart from the zoom space as a substitute of a zero baseline). This may be very helpful to zoom in on factors, for instance a scatter plot or line chart, however be very cautious how you utilize this. It might rapidly distort your information, for instance, zooming in on a bar chart that would not begin at a zero axis.
#5 – Flip Off Auto Generate Telephone Format
By default, Tableau will mechanically generate a telephone structure. This seems within the Machine Preview and if you do not need this structure then you will have to go in an delete the structure. Nonetheless, there may be one other various. You may set every Dashboard to default with the auto generated structure turned off. Then while you create a brand new dashboard or drag worksheets onto the dashboard it is not going to mechanically create a telephone structure.
#4 – Including Droplines
Droplines could be a useful addition to a visualization. I do not see them used fairly often. Curtis Harris used them elegantly in his successful visualization on the 2016 Iron Viz. They’re easy to make use of. Excellent-click and choose Add Droplines.
#3 – Enhancing Droplines
By default, Droplines might be automated, however there are a variety of choices that may be very helpful. You may set them to at all times present and you may management if they need to seem on the x-axis, the y-axis or each. Right here is an instance the place I used them to create a timeline, setting them to at all times present and solely on the x-axis. Beneath is an instance of a single axis lollipop chart utilizing droplines.
#2 – Disguise Information Pane to Format Dashboard
When viewing your dashboard in presentation mode, you possibly can’t transfer components round on the display. This consists of Tiled and Floating Objects. Nonetheless, you would possibly wish to see your entire dashboard view whereas making edits to the formatting. Merely click on the Information Pane to make it disappear. You’ll then see an space that’s much like presentation mode, however it can enable you the entire formatting choices that you’ve exterior of presentation mode. To make the Information Pane reappear, merely click on on it once more within the backside left-hand nook and it’ll come again up.
#1 – Multi-Choose Map Layers, Filters, and Set Values
This one is a large time saver and I discover that it is one which many individuals do not learn about. When there are many test packing containers (map layers, filters, set values) and also you wish to choose all of them otherwise you wish to clear all of them, you wouldn’t have to click on all of them one after the other. As a substitute, make the most of the management or shift key to multi-select those you need. To pick out particular person factors merely maintain down the management key. If you need the entire factors, then click on the highest of the checklist and maintain down the shift key to pick out the underside of the checklist. As soon as they’re chosen, use the SPACE bar to toggle the test packing containers on and off. Now you can choose a complete checklist of things within the Map Layers, a protracted checklist of Filters or Set Values. Be aware – this is not going to work on Filters within the Consumer Interface for the top person on a Printed Viz, but it surely works completely in the entire Tableau Desktop home windows.
I hope you discover this data helpful. In case you have any questions be at liberty to electronic mail me at Jeff@DataPlusScience.com
Jeffrey A. Shaffer
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