Knowledge Base

Adding Actions to Dashboards

You probably have discovered how useful Actions can be in Tableau. You can use URL Actions to connect views of data to external resources such as maps, customer data, and more.

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Adding an Independent Field as a Reference Line

You have your visualization, but just one thing is missing. A reference line unrelated to any of the fields currently in the view.

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Auto Refreshing an Embedded Visualization Using Meta Refresh Tag

Do your end users need up to the minute, 30 seconds, 10 seconds, etc. data updated within an embedded view?

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Automatic Show Me!™

Sometimes you know precisely the data you want to look at but don't know how to generate an effective view. Let Tableau help you with the Show Me! command.

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Bar Charts in Tooltips

Displaying distribution or composition can be difficult on certain visualizations such as maps or scatter plots where the axis is dedicated to latitude and longitude or other measures.

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Best Practices for Designing Vizes and Dashboards

Most views and dashboards you create will be seen by other people. Obviously, you want to call attention to your findings and help others investigate and discover their own findings.

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Binning Measures

Measures are typically fields containing numeric information such as Sales and Budget. When you place a Measure on the Rows or Columns shelf, it creates an axis.

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Building a Bullet Graph

A bullet graph is a variation of a bar graph. It is generally used to compare a primary measure to one or more other measures in the context of qualitative ranges of performance.

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Calculating Percent Difference Across Dimensions

Tableau Desktop lets you compare multiple dimensions to each other to answer questions like, "How does Product A sales compare to Product B?" and "Which region is more profitable, the East or the W

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Combining a Date Field and a Time Field

Occasionally, data is stored in a way that does not lend itself to easy analysis.

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Computed Sets

You can quickly discover and analyze subsets of your data in Tableau using computed sets.

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Conditional Data Labels

You may have already figured out that you can place a field on the Text shelf to add data labels based on the values of that field.

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Controlling Row and Column Concatenation

By default, Tableau Desktop allows up to 6 levels of dimensions on each of the Row and Column shelves. After that, the headers will start to concatenate together to save space.

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Controlling the Toolbar on Embedded Views

When you share a view, either by emailing or embedding it in a webpage, the default setting includes the toolbar.

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Copying and Pasting Between Workbooks

When you are working with multiple workbooks, you may find that you are setting up the same formatting, groups, and calculations in each one.

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Could Not Connect to Internet Error

Tableau Public allows you to save your workbooks to the web for use in links or to modify in the future. While saving your workbook, you may receive an error message that says:

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Creating a Gantt Chart for Small Time Increments

In Tableau, the Gantt Bar mark uses days as the time unit.

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Creating a Tableau Public Account

In order to save workbooks to the web you need to create a free Tableau Public account. You can create an account for yourself or your organization. Follow the steps below to create an account.

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Creating a Tableau Web Account

Creating a Tableau web account allows you to identify yourself when posting to the forums and commenting on blog posts.

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Creating Filters with Actions on Dashboards

When creating a dashboard, you may want to add a filter that applies to all views in the dashboard.

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Creating Key Progress Indicators (KPI's) with Tableau

Tableau can create Key Progress Indicators (KPI's) easily, and even ships with a set of KPI custom shapes for your use. This article describes how to set up KPI's with our example superstore data.

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Cumulative Distributions

Cumulative distributions are frequently used to analyze trends across several dimensions.

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Data Requirements and Limitations for Tableau Public

Tableau Public can connect to Microsoft Excel, Microsoft Access, and text files. It has a limit of 100,000 rows of data that is allowed in any single connection.

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Disaggregating and Aggregating Data

Tableau makes it easy to aggregate and disaggregate data for specific fields or globally across all measures in the view.

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Downloading Tableau Public Workbooks

Any view saved to Tableau Public can be downloaded and saved locally on your computer, including the raw data as part of a packaged workbook (TWBX) file.

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Editing Tooltips

Tooltips provide details about data in the view. The fields included in a tooltip are used for all the tooltips on a sheet.

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Embedding Into Themed Blogs

When you embed Tableau Public and Tableau Server views into a blog or webpage, remember that the theme and CSS styles from the blog may interfere with how the embedded view displays on the page.

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End User License Agreement

You can download a copy of the End User License Agreement (EULA) in PDF format using the link below:

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Exceeded Quota Error While Saving

When saving a workbook to the web, you may be informed that the workbook is too large to publish because you've exceeded your space quota on Tableau Public.

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Extract Required to Publish to Web

When you publish to Tableau Public, the data source(s) must be a Tableau data extract, or .tde file.

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