Tableau Tips, Tricks, and Techniques
4.6 (6 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
46 students enrolled

Tableau Tips, Tricks, and Techniques

Be more productive and efficient by mastering the best practices in Tableau 2019
4.6 (6 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
46 students enrolled
Created by Packt Publishing
Last updated 4/2019
English [Auto]
Current price: $86.99 Original price: $124.99 Discount: 30% off
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This course includes
  • 2 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Discover tips and tricks to boost your productivity while using Tableau
  • Get familiar with the changes in the Tableau user interface
  • Master useful keyboard shortcuts that will improve how you use Tableau and enhance your productivity
  • Improve your quality of life and, without directly improving your productivity, greatly improve your personal user experience with Tableau
  • Some best practices and conventions to be followed when working with Tableau
  • Basic knowledge of Tableau

Tableau is one of the most popular data visualization tools used by data science and BI professionals. Data visualization is of the utmost importance in the modern business world where data is increasingly used for decision making. Tableau 2019 is a powerful, fast–growing, and self-service business intelligence and data visualization tool. Data analysis is faster in Tableau and no coding language is required to work with it.
In this course, you will discover best practices that you didn’t even know existed, and with which you can increase your efficiency and productivity while using Tableau for your daily tasks. Each section covers exciting tips, tricks, and techniques for efficient data visualizations in Tableau 2019 that you can apply in real-world scenarios to help your work get easier and help you become more efficient in your projects. You will learn how to make your visualizations look more visually appealing by adding customizations. You will also cover the new features introduced in Tableau 2019 and how it simplifies the way you use Tableau for your data science and BI requirements.
By the end of the course, you will be able to use Tableau 2019 in a highly efficient manner, having mastered its best practices.

About the Author

Ana Yin is an experienced Tableau Certified Trainer and Senior Consultant at Tridant Pty Ltd, based in Sydney, Australia. Starting out as a student of Architecture before swapping this for a Business degree, her passion for the Arts (backed up by a strong business acumen) makes her the “go-to” for clients who need expert advice on how to leverage data for effective storytelling and decision making. 80% of the time, she is involved in dashboard development for clients, setting design principles and best practice. As for the other 20%, she conducts Tableau Classroom Training across the Asia Pacific region. Outside work, she has always been an avid traveler, language buff, and a lover of good food.

Who this course is for:
  • This course is for data scientists, data analysts, business analysts, businessmen, and Tableau developers who are working with data visualization and Tableau and now want to improve their skills to become better and efficient in the field. Those who simply want to update their skillset to incorporate Tableau's new features will also benefit from the course.
Course content
Expand all 30 lectures 02:10:17
+ Introduction to Tableau Foundations
4 lectures 17:12

This video gives overview of the entire course.

Preview 05:04

What are dimensions and measures?

   •  Are dimensions always blue and measures always green?

   •  Example of why you can have blue measures and green dimensions

   •  Introducing to discrete versus continuous

Exploring Discrete versus Continuous; Dimensions versus Measures – Part 1

What does ‘Discrete’ and ‘Continuous’ mean?

   •  Compare continuous and discrete fields on color

   •  Compare discrete dates and continuous dates

   •  Compare discrete and continuous fields in the context of highlight tables

Exploring Discrete versus Continuous; Dimensions versus Measures – Part 2

Introduction to two common chart types, combined axis and dual axis charts.

   •  What’s the default behavior when you create a combined axis chart?

   •  Explain measure names and measure values

   •  Difference between a dual axis and combined axis

Combined Axis versus Dual Axis Charts
+ Tips for Visualizing KPIs
5 lectures 26:57

Warm up to KPI reporting using a simple example – up and down arrows to signal positive vs negative result.

   •  What is an effective, universally-recognized way of displaying positive vs negative result?

   •  How to execute the Tableau using up and down arrows

   •  Multiple techniques used to create up and down arrows

Preview 03:47

Focus on an effective way of visualizing problem areas / opportunity / areas of caution using traffic lights.

   •  When are traffic lights useful?

   •  How to create conditions for traffic lights?

   •  Add customizations to traffic lights

Highlight Problem Areas and Opportunity Using Traffic Lights

Effective trick in showing the actual metric compared against prior period.

   •  Create a sparkline to show volatility. Use case for sparklines

   •  Customize the sparkline to display / highlight last period’s actual metric

   •  Create a calculation that compares metric against that in the prior period using a table calculation, then use

Tips for Visualizing Actual Performance Against Prior Period or Target – Part 1

Effective trick in showing the actual metric compared against a target.

   •  Create a bar in bar chart

   •  How to create conditions for actual versus target?

   •  Add customizations to the bar chart to highlight important elements

Tips for Visualising Actual Performance Against Prior Period or Target – Part 2

Great ways to add cosmetic touches to heighten the appeal of a dashboard and to facilitate decision making.

   •  Custom labelling using calculations

   •  Customize tooltips with calculations and format the sparklines

   •  How to format labels and switch off tooltips?

Formatting Tips and Tricks
+ Tricks on Visualizing Breakdowns of a Whole
4 lectures 17:11

What’s the problem with pie charts?

   •  How to create a treemap?

   •  Why are treemaps great for part to whole analysis?

   •  Go the extra mile and customize to a gradient treemap

Preview 03:00

Learn about a variation of pie charts – donut charts.

   •  What’s a slight advantage of donut charts over pie charts?

   •  How to create a donut chart?

   •  How to add in labels in the center

How to Creating Donut Charts

What happens when you have too many values to display?

   •  Make the donut chart dynamic to bypass the problem through a parameter

   •  How to achieve the dual color scheme on the dynamic donut?

   •  Complete the look by adding in dynamic labels

Tips on Customizing Donut Charts

The problem with stacked bar charts – values don’t start from 0.

   •  Isolate values of a bar chart through use of a parameter

   •  How to make the bar chart dynamic?

   •  How to make the view more intuitive for the end user?

Tips on Enhancing the Standard Bar Chart
+ Tips on Working with Customer and Survey Data
4 lectures 19:32

Why is it powerful to group customers into different cohorts when dealing with customer data?

   •  What’s the problem with using bins – native tableau feature?

   •  How to create custom, irregular bins based on measures?

   •  How to parameterize custom, irregular bins in a view?

Customer Cohort Analysis with Irregular Bin Size

What is a Likert Scale Chart?

   •  How to interpret a Likert Scale Chart?

   •  How to structure the data to achieve a Likert Scale Chart?

   •  Technical steps to build the Likert Scale Chart

How to Create a Likert Scale Chart for Sentiment Analysis – Part 1

Continuation on the technical steps to build the Likert Scale Chart.

   •  How to determine how far to the left of the center point the stacking should start?

   •  Define starting point for each of the Gantt bars

   •  Pull all calculations together into a Likert Scale Chart

How to Create a Likert Scale Chart for Sentiment Analysis – Part 2

An alternate way to display survey data focusing on distribution.

   •  Crash course on basic statistics terminology – Median, First Quartile, Third Quartile

   •  Add distribution band to display quantiles (salary) on the view

   •  Add distribution band to display quantiles (age) on the view

Basic Statistical Analysis with Survey Data
+ Visualizing a Defined Subset of Your Data
4 lectures 15:43

Warm up by creating a visual group based on a condition.

   •  Why sets are better than groups when logical conditions are involved?

   •  How to create a set?

   •  How to make a set dynamic?

Create Groups and Sets to Define a Subset of Your Data

What are nested sorts?

   •  Why do nested sorts happen?

   •  How to fix nested sorts with a table calculation – Rank?

   •  The advantage of adding dimensions to context

Fix Nested Sorts with Rank

Use case for displaying a unique value against the Top N.

   •  How to isolate a unique value into its own set?

   •  How to create a combined set and then display to show Top N and Unique?

   •  Make Top N and Unique value dynamic by using parameters

Additional Techniques - Top N and Show Unique

Why isn’t the overall rank of the unique value displayed when compared to Top N set?

   •  Create combined set

   •  Bring the combined set onto the view then hide values out of the set

   •  Display unique value against top N with overall rank

Additional Techniques - Top N and Show Unique with Rank Displayed
+ New Features in Tableau 2019.1
3 lectures 10:31

What are set actions?

   •  What are the two ways of using set actions?

   •  How to use set actions to do proportional brushing?

   •  How to use set actions to do asymmetric drilldowns?

Demo of Set Actions

Introducing new button features.

   •  How to add in new dashboard button on a dashboard?

   •  How to customize dashboard buttons?

   •  How to add in manual buttons if you’re on a version prior to 2018.3?

Dashboard Navigation with New Dashboard Buttons

What are nested sorts?

   •  How to choose the level of detail by which to sort?

   •  How to add new device layout to a dashboard?

   •  Introduce the improved automatic phone layout with manual editing possible

Demo of Improvements to Nested Sorts and Automatic Phone Layout
+ Dashboard Tips and Tricks
6 lectures 23:11

Why sheet swapping is effective on a dashboard?

   •  How to link the parameter to a calculated field for sheet swapping?

   •  How to set the parameter toggles and link applicable worksheets to the relevant values?

   •  How to drag worksheets into layout containers to achieve the desired outcome?

Use Parameters for Sheet Swapping - Simple Example

Common pain point with showing legends on dashboards – legends values sometimes get filtered out.

   •  Explain the desired result – all values remain on dashboard

   •  How to mock up a dummy color legend on a dummy worksheet?

   •  Use dummy worksheet on dashboard, hide it, and bring in new color legend

Use Parameters for Sheet Swapping - Complex Example

Explaining real-life use case behind complex parameter sheet swapping.

   •  How this example is different to the simple sheet swapping example in the last video?

   •  Use “Custom Value List” to link worksheets to more than 1 parameter value

   •  How to drag worksheets into layout containers to achieve the desired outcome?

Advanced Dashboard Technique - Using Dummy Worksheets

Common mistake of the masses when they try to exclude values from filter display(s).

   •  How to mock up a dummy filter – duplicate the field on dummy worksheet?

   •  Use new worksheet as placeholder and bring in the dummy filter

   •  Why you sometimes need to exclude filter values

Advanced Dashboard Technique - Excluding Values from Filters

Explaining why we are exploring pre-aggregated data when tableau self-aggregates by default – a real-life example.

   •  The client’s use case for using pre-aggregated %

   •  Explain the client’s requirement for how they needed to display the pre-aggregated data

   •  How to write a statement that allows you to display the next level breakdown depending on what value is selected?

How to Work with Pre-aggregated Data – Part 1

Why the statement didn’t meet the client’s requirement? “the why”.

   •  The solution – remodel the data

   •  Why remodeling the data leads to the desired outcome?

   •  How to use the remodeled dataset to build the view and fulfil the requirement?

How to Work with Pre-Aggregated Data – Part 2