Add a “Filters in Use” Alert to Your Tableau Dashboard

In this video we will learn to add a “Filters in Use Alert” to a Tableau Dashboard. If you have a dashboard with multiple filters, apply this quick and easy tip to inform your users that filters are in play. This tip builds upon the dashboard that I showcased recently in a previous post: Add a Reset All Filters Button to Your Tableau Dashboard.

I learned this current tip from a presentation given by Tableau Zen Master Ryan Sleeper, so I have to give credit where credit is due.

If you’re interested in Business Intelligence & Tableau subscribe and check out my videos either here on this site or on my Youtube channel.

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Add Totals to Stacked Bar Charts in Tableau

 

In this video I demonstrate a couple of methods that will display the total values of your stacked bar charts in Tableau. The first method deals with a dual axis approach while the second method involves individual cell reference lines. Both approaches accomplish the same objective. Hope you enjoy this tip!

If you’re interested in Business Intelligence & Tableau subscribe and check out my videos either here on this site or on my Youtube channel.

Tableau K-Means Clustering Analysis w/ NBA Data

Interact with this visualization on Tableau Public.

In this video we will explore the Tableau K-Means Clustering algorithm. K-Means Clustering is an effective way to segment your data points into groups when those data points have not explicitly been assigned to groups within your population. Analysts can use clustering to assign customers to different groups for marketing campaigns, or to group transaction items together in order to predict credit card fraud.

In this analysis, we’ll take a look at the NBA point guard and center positions. Our aim is to determine if Tableau’s clustering algorithm is smart enough to categorize these two distinct positions based upon a player’s number of assists and blocks per game.

Nicola Jokic is a Statistical Unicorn

If you also watch the following video you’ll understand why 6 ft. 11 center Nikola Jokic is mistakenly categorized as a point guard by the algorithm. This big man can drop some dimes!

If you’re interested in Business Intelligence & Tableau subscribe and check out my videos either here on this site or on my Youtube channel.

Create Multiple KPI Donut Charts in Tableau

In honor of National Doughnut Day (June 1st), let’s devour this sweet Tableau tip without worrying about the calories. In this video I we will create a multiple donut chart visualization that will display the sum of profits by a region. Then we’ll use the donuts as a filter for a simple dashboard. Once you finish watching this video you’ll know how to create and use donut charts as a filter to other information on your dashboard.

I know that donuts are not considered best practice, (especially when negative numbers are involved) but they have their uses. Assuming you know that bar charts are a best practice, it never hurts to learn other techniques that add a little “flair” from the boring world of bar charts.

Have you ever looked at a Picasso painting? Obviously Picasso was well versed in painting best practices (understatement) but in some of his art, the people are not rendered in the best practice. Always learn the best practices, but know when to leave them behind and add a little flair! (In no way am I comparing myself to Picasso).

Three-Musicians-By-Pablo-Picasso

Three Musicians – Pablo Picasso

Three Musicians by Picasso is not best practice but it is a work of art!

If you’re interested in Business Intelligence & Tableau subscribe and check out my videos either here on this site or on my Youtube channel.

How to Use Jittering in Tableau (Scattered Data Points)

 

In this video I will explain the concept of jittering and how to use it to scatter your data points in Tableau. In a normal box plot Tableau data points are stacked on top of each other which makes it more difficult to understand positioning. By using this simple tip combining a calculated field a parameter, you will be on your way to gaining a better understanding of your data points. We’re going to get our “Moneyball” on by analyzing average NBA player points per game in the 2016 season.

If you’re interested in Business Intelligence & Tableau subscribe and check out my videos either here on this site or on my Youtube channel.

 

Add a Reset All Filters Button to Your Tableau Dashboard

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Help users navigate your Tableau dashboard with less effort. In this video I will show you how to create a “Reset All Filters” button on a Tableau dashboard. We achieve the desired effect by using a Tableau action that runs on select of a mark.

The data I am using for illustration purposes is primarily sourced from Mockaroo.com and is loosely based upon data from an actual client of mine. All vendor names, dates, amounts and other data are changed substantially from original form. Feel free to contact me if you need an analysis of your Accounts Payable ERP data from PeopleSoft, JD Edwards or any other source!

If you’re interested in Business Intelligence & Tableau subscribe and check out my videos either here on this site or on my Youtube channel.

Create a Hex Map in Tableau the Easy Way

There are may different ways to create a hex map in Tableau. The hex map helps visualize state geographic data at the same size which helps to overcome discrepancies that make smaller states harder to interpret. Also, larger states (e.g. Alaska) can overwhelm a traditional map with their size.

I’ve found that the quickest and easiest way to build a hex map is to leverage a pre-built shape file. Shape files can be found at various open data sources like census.gov or data.gov.

In this video I will use a shape file created by Tableau Zen Master Joshua Milligan who runs the blog vizpainter.com. He has a blog post where you can download the shape file I reference. Hats off to Joshua for creating and sharing this great shape file!