Remove the Default Highlighting Effect in Tableau

Have you ever wanted to disable the default Tableau highlighting effect when you select a mark on your chart and then remove the filter? Even when the filter is removed via the “Remove All Filters” process, it can be confusing for the user experience when all values remain “greyed out”, tricking the user into thinking that their filter is still applied. This video will help you remedy this issue and improve your dashboard user experience.

Fortunately, there is a solution to this problem that is simple and easy to implement. In this video I will show you how to use a simple calculated field and highlight action to remedy the issue. This should be default behavior in Tableau, (help us out here Tableau!)

The solution approach involves creating a boolean calculated field and setting it initially to TRUE. Then, placing this calculated field on the detail of the chart that has a filter applied. Next, adding a highlight action to the same chart that you want to remove the “greyed out” effect for. In the “Add Highlight Action” pop-up box, the Source Sheet and the Target Sheet should be the same and the Selected Fields option should have the boolean calculated field checked.

By following these steps, you will be able to remove the greyed out effect on your Tableau chart when the “Remove All Filters” process is applied.

This not only improves the appearance of your dashboard but also makes it easier to understand the data.

★☆★ THESE ADDITIONAL FILTERING VIDEOS IN TABLEAU ARE WORTH YOUR TIME ★☆★

Don’t let the greyed out effect on your Tableau charts hold you back any longer. Watch the video and follow the steps outlined in this blog post to improve the appearance and functionality of your Tableau dashboards.

You can also follow my dapper data adventures on Instagram.

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please check out the logo shop here.

Thank you!!

Anthony B Smoak

Advertisement

How I Passed the Tableau Certified Data Analyst Exam

I’m proud to announce that I recently passed the Tableau Certified Data Analyst certification. If you found this article, most likely you are looking for a perspective on the exam and how to pass and earn this certification yourself. Here is the story of my journey, which may differ from the typical experience.

I had a New Year’s resolution to add the Tableau Certified Data Analyst certification to my resume because the Tableau Desktop Certified Associate certification I held was due to expire.  If you want to read up on how I passed that older exam, you can find my insights here. Some of those insights will also serve you well on passing the current exam.

I believe that certification has its advantages. It’s a way to signal to potential and current employers that you have some defined level of competency in a targeted skill. It’s also a means to strengthen the case to your employer that you deserve additional compensation (if you are under-compensated). Fortunately, I am compensated fairly now, but this has not always been the case (shout-out to highly competent middle office IT pros toiling away underappreciated, but I digress). Finally, studying allows you to stay up-to-date on the latest tools and trends in your chosen domain.

How Much Experience Do You Need?

The official exam guide states, “The best preparation is role experience and time with the product. To be prepared, candidates are strongly encouraged to have at least 6 months of experience.” I would tend to agree with this if you have used the tool extensively during this time frame. Otherwise, I would recommend at least 1 to 2 years experience with the tool and as a data analyst before attempting to sit for this one. Focus on obtaining the Tableau Specialist certification (it never expires) first before attempting this exam.

Why Did I Get Certified?

For my purposes as a senior manager in a consulting practice, certification certainly has benefits with respect to establishing credibility quickly on new projects. I may hold a manager title but you’ll never pry my hands away from keyboard-centric hands-on technical work, as I enjoy being a technical subject matter expert (and teaching/mentoring others).

Other than employment and signaling purposes, an additional benefit of certification is the personal growth and esteem benefits that you gain from tackling a goal. My body of work is visible online and I have years of relevant experience, thus certification is not something I necessarily needed but something I desired.

The main difference between the new Certified Data Analyst exam and the older Desktop Certified Associate exam is that you will now be tested on Tableau Prep, Tableau Server and Tableau Online. Having to understand aspects of Server and Online were initial concerns I held before taking this test.

I have about 7 years of experience between Tableau Public & Desktop and about a year of experience with Tableau Prep so that was not an issue. I have used Tableau Server to publish my dashboards while on a project at a large Fortune 500 company, but I would by no means consider myself a server expert. I’ve used Prep to transform data for clients without issue as it is easy to pick up with exposure and usage. Look at this listing of domain items covered on the exam.

My strategy to compensate for a lack of deep hands on experience in Domain 4 was to perform really well on all the other domains. Using this strategy, I could still potentially score 91% max (assuming I miss every Domain 4 question which would be highly improbable). If you are like me and have deep knowledge of Tableau Desktop, then you should be fine. Do not use a lack of server experience as an excuse to avoid certification. Simply read up on publishing content at these links and you should have a fighting chance. Personally, I found the Certified Data Analyst exam to be somewhat easier than the Desktop Certified Associate exam. Not easy, just a little bit easier with respect to the Tableau Desktop asks.

This Tableau Prep link could prove useful as well:

Another difference between the Certified Data Analyst exam and the older Desktop Certified Associate exam is the presence of a hands-on lab portion. I honestly found this to be the easiest section on the test, although your mileage may vary. There was one question that had me stumped only because I wasn’t sure what was being asked so I built a visual that probably did not reflect the ask. Other than that 1 question, I felt that I nailed this section.

The official exam guide states, “Candidates are encouraged to comment on items in the exam. Feedback from all comments is considered when item performance is reviewed prior to the release of new versions of exam content.” In hindsight, I should have left a comment on the question stating “unclear”.

For the hands on lab (I’m not sharing anything that isn’t already on the exam guide), definitely be familiar with filter and highlight actions, how to use a TOP N filter, how to use parameters with filters, labels, and how to add reference lines and perform custom sorting.

How Did I Prepare?

Honestly, I meant to prepare for at least a week beforehand, but life got in the way. Thus, I literally crammed my review into the span of 7 hours the Saturday before sitting the exam. I do not recommend this if you are not well versed in the tool. I simply needed to review some concepts. The listing at this website provides great links to official Tableau documentation for the subject areas covered on the exam.

Results

I completed the exam with about 35 minutes to spare. After I submitted my results online, I only had to wait an hour before I received an email stating that I had a score available. This is in stark contrast to when the beta exam was in effect. I heard that results would take months to process. I cleared the 75% hurdle despite studying for only a few hours and not having deep experience with Tableau server. I could have easily scored higher given more study time, but I was happy to pass the exam given the meager study time I allotted to the task. I’m not saying that the test was easy, I’m just fortunate that I’ve had enough experience with Desktop that I could “sacrifice” in other areas and still make it across the finish line. This strategy may not work for you if you have under a year’s experience with the tool.

Focus on These Subject Areas:

However, here is the section you came for, this is my abridged list of test focus areas. Make sure to focus on these subject areas to give yourself a good shot at passing the exam.

Start here: Here are 5 useful videos from my catalog that you should review to level up for the exam. I promise they are worth your time and will help you prepare. Do me a favor and like the videos to help others find the content as well!

I used this link to acquire access to a free practice exam: https://savvy-data-science.ck.page/1ec0f2d5a8

Additionally focus on these areas from the exam study guide:

  • INDEX function
  • Parameters
  • TOP N Filter
  • Context Filters / Data Source Filters
  • DENSERANK
  • Exporting Options
  • Sets
  • Extracts
  • DATETRUNC, DATEPART, DATENAME
  • Map Density
  • Percent Difference
  • Know How to Interpret a Box-Plot
  • Know How to Build Dual Axis Charts
  • Understand FIXED LODs
  • Understand TOTAL vs SUM
  • Understand Hierarchies
  • Understand Show Hide Container Functionality
  • Design for Mobile Layouts
  • Blending Data
  • Know How to Add Totals to Charts
  • SPLIT Function
  • Row Level Shading

Also follow Jared Flores as he has a great YouTube channel focused on Tableau Prep.

Best of luck to you. I know that you can pass this test if you have decent hands on experience with the tool. For those of you without a Tableau license, use Tableau Public to study and fill in gaps by reading blogs, watching videos and using Tableau official documentation. I believe in you!

Need Personal Data Tutoring?

Are you a beginner that needs help understanding data topics in Tableau (or Excel/SQL) and would like someone with experience to discuss your problem? If so, contact me here to schedule a 1 on 1 virtual meetup. Make sure to describe the concept that you are trying to learn in the message so I can understand if I can help. Depending upon your ask and time required we can discuss cost. Access to Tableau Public will cover most of your study needs regarding the Tableau Desktop sections and lucky for you, that is a FREE tool.

About Me (Data background):

  • Experience: 15 Years Industry + 8 Years Analytics Consulting
  • Tableau Certified Data Analyst
  • 2X Tableau Ambassador
  • MBA – Georgia Institute of Technology
  • M.S. Information Management – Syracuse University
  • B.S. Computer Science – Clark Atlanta University
  • Certified Business Intelligence Professional
  • YouTube 2.5 Million Views on my Analytics Channel

Image :@anthonysmoakdata (Instagram)

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please check out the logo shop here.

Thank you!!

Anthony B Smoak

How to Swap Sheets in Tableau

Learn how to perform a useful Tableau hack that allows you to display multiple sheets in one container on your Tableau dashboard. In this video I use my personal training dashboard to show you step by step how this trick is performed. This tip is a must know for the intermediate to advanced dashboard builder as it will help you save space on your dashboard.

Learn more about the dashboard used in this video: https://youtu.be/MFluvSKJXnI

Interact with the Dashboard here:

Watching the video will make the concept clearer but I will provide an overview in this post.

Step 1: I create a Parameter named “Select a Chart”. You can see that I have chosen a list of allowable values and I place into the list the names of charts that I want to swap.

Step 2: I create a calculated field named “_Selected Chart”. It only holds the value of the parameter I created in Step 1.

Step 3: (Use screenshot below)

1. Place the “_Selected Chart” calculated field on the filter shelf of a chart that you wish to show and hide.

2. Edit the “_Selected Chart” filter and select the “Custom value list” option.

3. Type in the respective name of the chart that corresponds to the value that you entered in the parameters allowable values list in Step 1. Hit the plus button to the far right to add the value. Additionally add the value of “All” to the Custom value list in the same manner.

IMPORTANT: the value that you enter into your chart must match EXACTLY to the value that you placed on the parameter allowable values list.

Repeat this process for every chart that you wish to show and hide, making sure to type in the exact same chart name that you entered in the parameter allowable values list in Step 1.

Step 4:

Now it’s time to place all of your charts into the same object (i.e., horizontal or vertical container) on your dashboard . Make sure to show the parameter named “Select a Chart” on the dashboard so you have a combo box with the names of your charts inside that you can select.

Make sure to watch the video for exact details!!

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please click here

Thank you!!

Anthony B Smoak

Build Better Sparklines in Tableau

So you want to add some spice to your bland looking Sparklines in Tableau? You have come to the right place (start by watching the video above). Let’s talk about how a Sparkline is defined per Wikipedia:

“A sparkline is a very small line chart, typically drawn without axes or coordinates. It presents the general shape of the variation (typically over time) in some measurement, such as temperature or stock market price, in a simple and highly condensed way. Sparklines are small enough to be embedded in text, or several sparklines may be grouped together as elements of a small multiple. Whereas the typical chart is designed to show as much data as possible, and is set off from the flow of text, sparklines are intended to be succinct, memorable, and located where they are discussed.”

Here are a few examples of Tableau specific sparklines in action (with latest complete month bubble indicators and reference lines): Notice how I do not include any data axes, but you can clearly recognize the data trends in the visuals.

Here is an example of how I used the sparklines demonstrated in the video to build a out a classic yet refined looking Tableau dashboard.

Interact with and download this workbook here.

For reference purposes I am going to list three formulas used in the completion of the sparklines, you’ll have to watch the video to learn how to put them together.

In this exercise I am using that standard Tableau Superstore data set which you can perform a Google search to find if you are using Tableau Public.

Calculated Fields

Calculated Field #1 (Name: SPRK_CircleMonths)

This calculated field puts a circle on the penultimate month data points. Penultimate is just a fancy SAT word way of saying “next to last”. When the month of the data point on the line chart (Order Date) equals the next to last order date month in the dataset, then return the Order Date.

//IF THE MONTH OF THE DATE ON THE LINE CHART EQUALS THE MONTH-1 OF THE MAXIMUM DATA POINT
// THEN RETURN THE DATE
If DATEPART('month',[Order Date]) = DATEPART('month',dateadd('month',-1,{MAX([Order Date])}))
Then [Order Date] END

Calculated Field #2 (Name: SPRK_CircleMonths)

This logic will be applied to the circles generated by the previous calculation SPRK_CircleMonths. Only the next to last month will meet the TRUE condition (which will be colored as red).

// IS THE MONTH OF THE CHART DATE EQUAL TO THE MOST RECENT DATE MONTH MINUS 1 MONTH
// E.G., NOV 2018 = NOV 2020 WILL RESOLVE TO TRUE DUE TO MATCHING MONTHS
DATETRUNC('month',[Order Date]) = DATEADD('month',-1,DATETRUNC('month',{max([Order Date])}))

Calculated Field #3 (Name: SPRK_RefLine Profit)

This logic will return the profit associated with the next to last month in the dataset to display on the reference line.

// RETURNS A VALUE USED FOR THE REFERENCE LINE
// IF THE MONTH OF THE DATE = THE MONTH OF THE MAXIMUM DATE MINUS 1 MONTH (GET A COMPLETE FIRST MONTH)
if DATETRUNC('month',[Order Date]) 
= DATEADD('month',-1,DATETRUNC('month',{max([Order Date])}))
THEN [Profit] END

When you put all the functions together in a manner according to the video, you end up with a more refined sparkline in my opinion. Big shoutout to the Data Duo for the inspiration on the dashboard I created and this technique. If you haven’t checked out any of their work make sure to do so.

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please click here

Thank you!!

Anthony B Smoak

Top 10 Functions in Tableau You Need to Know

Welcome Tableau learner!

Normally my videos are geared towards the intermediate level user in Tableau but in this post I want to share a video I recorded that tackles basic functions in Tableau that you should know. You will NOT be effective analyzing data in Tableau if you do not have a basic understanding of these functions.

I love to use data from basketball-reference.com in my videos. Specifically you can grab the player statistics I am using in the video here.

This video is so good, it received a mention in the Monthly Tableau roundup. See for yourself!

Also, here is a link to all of the Tableau functions from the knowledge base.

Please make sure to share this link with a new Tableau user in your circle and let me know what you think of the videos in the YouTube comment section.

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please click here

Thank you!!

Anthony B Smoak

Tableau Tile Map Data Project

I was recently inspired by some really great tile-maps that have been created in the Tableau community (e.g., see beautiful work by Chimdi Nwosu and Michael Dunphy). Thus, you know I had to come up with a way to construct a simplified map in this style with some data and share with my followers. In these two videos, I’m going to walk you through how to prepare the necessary data file in Tableau Prep Builder and then we’ll build out the tile-map in the second video, step by step.

This is a good intermediate level portfolio project for you to follow along with in order to increase your Tableau Desktop and Tableau Prep skills. We’ll use CDC data, specifically United States COVID-19 Cases and Deaths by State over Time, to build the tile-map.

The advantage of a tile-map is that it represents geographic regions (like states) at equal sizes. Thus, the distortions and biases introduced by differences in sizes are eliminated. In the case of the United States, data for smaller regions like Washington D.C. can be interpreted on equal footing with data for a much larger region like California.

Tableau Prep Builder helps to greatly simply the data shaping process. My only wish is that Tableau would integrate Prep into Tableau Desktop for one seamless data tool to rule them all, but I digress. The process below illustrates how simple it is take some data from an input file, and subsequently clean and pivot the data into a new file. Watch the first video, to learn how to build out this simple flow in Tableau Prep. If you do not have a copy of Tableau Prep, you can complete this lesson on a 14 day trial license of the tool, which you can download here.

Watch the second video for the step by step instructions to build out the tile-map above.

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please click here

Thank you!!

Anthony B Smoak

Filter Tableau Data By Wildcard Search With Multiple Keywords

In this video I will teach you how to perform a multiple keyword search in Tableau. I’ll show you how to perform both an OR search & an AND search against keywords you type into your dashboard parameter.

In order to accomplish these tasks, we need to use regular expressions. As I mention in the video, regular expressions can be indecipherable, akin to hieroglyphics or something out of a Dan Brown novel to the average person. You can go find this information on the Tableau knowledge base, but I want you to be the person that understands WHY something works as opposed to just copying and pasting a solution that you cannot explain to yourself or others.

The use case for multiple keyword search is for those times when you need to filter your data by a comment, description or other free form blocks of text that are not necessarily subject to the most stringent data governance rules, because let’s face it, these types of fields exist in abundance. In the video I create a dashboard that illustrates the power that this type of search can bring to your dashboard.

You can interact with the dashboard from the video on my Tableau Public page.

OR SEARCH

1. CREATE PARAMETER

Create a parameter named Search Terms.

  • Data type: String
  • Current value: keep it blank.
  • Allowable values: All

2. CREATE CALCULATED FIELD 1

Create a calculated field named Regex String (OR) including the following formula:

"(" + REPLACE([Search Terms], ',' ,'|') + ")"

Let’s breakdown what is going on with the apparent gibberish seen above (there is a method to the madness here). I’ll assume you want to perform a search against a field that contains the terms “paper” OR “Paper”; the case of the spelling is a factor in the results (case sensitive). To adhere to proper regex formatting, you could write a valid expression as such:

(paper|Paper)

This pattern indicates that you want to return a match on the characters “paper” OR “Paper” literally. You can test this out at https://regex101.com/

Although for some reason the official Tableau knowledge base article says to use the REGEX_REPLACE formula in lieu of REGEX, it is not needed since we are doing a simple replace and not using a regex formula to aid our replacements.

In the Tableau calculated field above, we are using the REPLACE function against the parameter named “[Search Terms]” to replace every instance of a comma with the the ‘|’ pipe symbol.

Think about it, if you type the terms “paper, Paper” into the a dashboard’s search term parameter as seen below, the calculated field will reformat your list into the proper regex format by replacing the comma with a pipe and then enclosing the term within parenthesis; i.e., (paper|Paper).

3. CREATE CALCULATED FIELD 2

Next create a calculated field named Regex OR Filter that contains the following formula:

REGEXP_MATCH([Product Name],[Regex String (OR)])

Let’s breakdown what is going on with the formula seen above. The REGEXP_MATCH formula is evaluating a properly formatted regex expression which is contained within the [Regex String (OR)] calculated field we created in step 2. This calculated field will contain the formatted expression (paper|Paper).

REGEXP_MATCH returns TRUE if a substring of the specified string matches the regex pattern. In our case

[Regex String (OR)] = (paper|Paper)


Thus the REGEXP_MATCH function will evaluate the regex expression (paper|Paper) from the second argument against the [Product Name] field in the first argument. The function will return either TRUE or FALSE depending upon whether a match is located within this field.

3. DRAG FIELDS TO ROWS AND FILTERS SHELF

Place [Product Name] to rows and [Regex OR Filter] to filters, then select True.

AND SEARCH

In order to create the AND search for your dashboard, you will follow very similar steps to the OR search. 1. Create the same parameter named Search Terms as in the OR Search above.

2. CREATE CALCULATED FIELD 1

Next create a calculated field named Regex AND Filter including the following formula:

"(?=.*" + REPLACE([Search Terms], ',' ,")(?=.*") + ").*"

This may look like something out of a Dan Brown novel, but don’t let it intimidate you. In a similar fashion to the OR search where we replaced commas with a pipe symbol, we are simply replacing commas with the following characters between the double quotes “)(?=.*”

The proper regex pattern to indicate an AND search against the terms paper and Paper within a body of text would be as such:

(?=.paper)(?=.Paper).*

Knowing the proper regex format should make the contents of the calculated field above more clear. We are using the REPLACE function against the parameter named [Search Terms] to replace every instance of a comma with the the )(?=.*symbols. Thus “Paper, paper” values typed into the [Search Terms] parameter becomes reformatted into(?=.paper)(?=.Paper).*

Placing .* at the end of the string means that any combination of characters can be placed after the search terms and still yield a TRUE result.

3. CREATE CALCULATED FIELD 2

Next create a calculated field named Regex AND Filter including the following formula:

REGEXP_MATCH([Product Name],[Regex String (AND)])

4. DRAG FIELDS TO ROWS AND FILTERS SHELF

Then place [Product Name] to rows and [Regex OR Filter] to filters, then select True.

CONCLUSION

That wasn’t so horrible was it? If you’re a visual learner like me, then go ahead and watch the video to hammer home the concepts. Hopefully this post will help you understand how these regex patterns work and how they can add value to your next dashboard design! As always if you learned something drop a comment on the YouTube video and let me know.

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please click here

Thank you!!

Anthony B Smoak

TLDR: Tableau Knowledge Base Reference: https://kb.tableau.com/articles/howto/how-to-filter-data-by-wildcard-search-with-multiple-keywords

Tableau Ambassador Swag for 2021

I was very honored to be selected as a Tableau Ambassador for the second time in 2021. If you follow this link, you’ll see me Anthony Smoak, suited up in the Tableau Public Ambassadors section. I started this blog and YouTube channel as a means to share what I know and what I learn and will continue to do so. The fact that I gain some recognition from Tableau or anyone else is secondary, but I will say it does feel good to be acknowledged by the wider Tableau community for all the off-hours and weekend work it takes to produce stellar content.

I don’t share 10 videos in a week. I have to research what to share, put together a dashboard to illustrate the concepts and record and edit everything all in my “spare” time. Who has any of that these days when we’re all feeling worn out? However, this blog is worth it for me because it forces me to learn and I have grown tremendously since I started this social media sharing journey some years ago.

I mention all of this to simply say thanks for following me and whoever keeps nominating me as an ambassador every year, I’m not mad at you!

One of the cool aspects of being selected as a Tableau ambassador is the swag you receive. Definitely watch the video as I will share an unboxing of this year’s swag for those that are curious.

In the words of the legendary Q-Tip from A Tribe Called Quest , “So give me this award, and let’s not make it the last.”

-Anthony B. Smoak

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

If you want some of the cool merch I’m wearing in the video, check it out here.

Build an Interactive Tableau Resume to Get Noticed

Interact with my resume here: Anthony Smoak Interactive Tableau Public Resume

This post is for everyone who has ever asked, “How do you create an interactive resume in Tableau?” If you’re looking to get noticed as a Tableau visualization developer / subject matter expect, then building out an interactive resume using Tableau is a great place to start. It is a good starter visualization to build because you already have all the data! The data is inherently about you, but you just need some inspiration on how to get started building out your resume.

That’s where I come in, to share with you a place to start for inspiration, and direction on how to build out a few charts I leveraged to construct my interactive resume.

Where to Get Inspired

The first place you want to start looking for interactive Tableau resume inspiration is the Tableau Public Resume Gallery. The Tableau community has done an excellent job of sharing resumes so you don’t have to start from scratch with respect to idea generation. As I was looking through the gallery, I started to notice that most of the resumes had some common DNA, most notably a timeline chart (either linear or Gantt chart) and an abacas chart (both of which I will show you how to build in the video).

My resume is inspired by offerings from both Ann Jackson and Lindsay Betzendahl. When you look through the gallery you may find a resume that fits your personal vision. I’m sure you’ll use a few of the techniques I’m going to share as well.

You can also do a simple google image search on “Tableau Interactive Resume” and you’ll find additional images that link to resources that are not on the official Tableau Public Resume Gallery.

Format Your Data

In order to build out the necessary charts to support your resume, you’ll use Excel to format the data. I cover the format for both the timeline chart and the abacas chart in the video, but below is a sneak peek of how I formatted my data for the abacas skills chart.

The data above supports the buildout for two separate abacas charts. One chart is for a self-rating of my skills (rows 2-6), while the other chart is a representation of LinkedIn endorsements (7-11).

Column E represents the maximum value of the skill that I want to present on the abacas chart. Since I was self-rating my skills from a scale of 1 to 5, then 5 was the maximum value represented. For the LinkedIn endorsements, 51 was the highest number I received, thus for all rows supporting this chart, 51 was the maximum value.

Gantt Chart

Every resume needs a timeline! Although I describe how to build a single linear timeline chart in the video above, I have another video that explains how to build a Gannt chart in Tableau. For some of our experiences, we have more than one activity happening at the same time, thus the following video will help in your resume build out as well.

Remember that we all have a story to tell and an interactive resume in Tableau will help you share your experiences and get noticed if done well. Good luck!

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

I appreciate everyone who has supported this blog and my YouTube channel via merch. Please click here

Thank you!!

Anthony B Smoak

INCREASE YOUR FOCUS TRY BRAIN.FM

When I am focusing hard during the day at work or developing visualizations on the weekend. I use Brain.fm to help me focus when it matters. It’s Science-driven and research-backed functional music designed from the ground up to help you you focus, relax, meditate and sleep. If you’d like to try a free trial check out https://brain.fm/anthonyb

Please use coupon code anthonyb for a 20% discount upon checkout. It helps support this blog and my YouTube channel as I receive a small commission for purchases made through links in this post.

Fix the Reset All Filters Button in Tableau

Let’s fix the “Reset All Filters” button in Tableau! Sometimes when we create the Reset All Filters button in Tableau, it doesn’t initially work. In this video and post I will troubleshoot a few of the reasons for the lack of functionality and get you and your dashboard up and running.

If you need a refresher on how to reset all filters in Tableau, make sure to check out this video first.

The inspiration for this post comes from the following dashboard I built for the Real World Fake Data (#RWFD) initiative spearheaded by Mark Bradbourne at Tableau. Mark was kind enough to include my dashboard on his recap of top submissions for this particular challenge. You can interact with the dashboard on my Tableau Public gallery here.

The dashboard above utilizes the reset all filters technique, but I initially ran into an issue when trying to get the technique to work. Here is the first area you should check if you run into issues.

SOURCE SHEETS / TARGET SHEETS

On your dashboard, Select Actions (or CTRL+SHIFT+D), and then edit your Reset All Filters action.

Once you select [Edit] for the dashboard action, make sure that your Reset Filters action is the only selection for your [Source Sheets]. Also make sure that all other sheets on the dashboard that you want to remove filters from are selected on [Target Sheets] EXCEPT for your Reset Filters action. See the figure below.

TARGET FILTERS

Additionally, double check to make sure that you have all of your necessary fields selected in the [Target Filters] section that you want to remove as a filter. I have found that selecting the [All Fields] option never works. I’ll repeat, double check that every field you want to reset appears as a target filter. If it is not there, then simply add it by selecting [Add Filter].

In my my particular circumstance, I did have all of the fields selected in the [Target Filters] section that were required to reset all filters, so I had to keep looking for answers. Let’s move to step 3 in the process.

VISUAL CUES FOR FILTERS

In your workbook, I want you to hunt down any filters that are applied to ALL WORKSHEETS with the same data source. From the Tableau knowledge base, here is a screenshot of the icons applied to fields on the Filters shelf. On your worksheets, look for the cylindrical database icon next to any filters. We will further investigate these filters.

Where you see the cylinder next to any Filters on your worksheets, change the [Apply to Worksheets] option from [All Using This Data Source] to [Selected Worksheets…]. In my case, the offending icon was next to the [Location City] filter.

This next step is key. Make sure to UNCHECK the Reset Filters Worksheet. Your filter should not be applied to the same worksheet that is used to display the Reset All Filters button.

Once you’ve unchecked the Reset Filters worksheet your icon next to the filter will change to the following.

Go back to your dashboard and test to make sure that your reset all filters button functionality works. In my case, the above trick was successful for me. I’m sure it will be for you as well.

Make sure to watch the video below as I step through the checks.

Please like and subscribe on the Anthony B. Smoak YouTube channel.

All views and opinions are solely my own and do not necessarily reflect those of my employer

INCREASE YOUR FOCUS TRY BRAIN.FM

When I am focusing hard during the day at work or developing visualizations on the weekend. I use Brain.fm to help me focus when it matters. It’s Science-driven and research-backed functional music designed from the ground up to help you you focus, relax, meditate and sleep. If you’d like to try a free trial check out https://brain.fm/anthonyb

Please use coupon code anthonyb for a 20% discount upon checkout. It helps support this blog and my YouTube channel as I receive a small commission for purchases made through links in this post.

Do Great Things with Your Data!