Practical Tableau Tips Tuesday, 2:15 – 3:15 PM | New Orleans Theater BIt’s hard to believe this will be my eighth presentation across Tableau Conferences. While they’ve all been fun, this one is special because I’ll be discussing the data visualization values that help drive my decision-making process. I’ll be sharing personal stories that help shaped my style, show you how to make traditional chart types more engaging, and we’ll get innovative and talk about how color and spatial context help your audience understand your work. If you are interested in attending, please star the session (Practical Tableau Tips by Ryan Sleeper) in the TC18 app to ensure everybody will have an opportunity to attend.
This is the fifth and final post in a series about getting the most out of text in Tableau. For earlier installments, see An Introduction to String Calculations, How to Make Automatic Insights, 3 Ways to Create Charming Crosstabs, and How to Show Top 10 Lists in Tooltips. Got about 10 minutes? I’ve got ten more ideas to share on getting the most out of text in Tableau. As I brainstormed ideas for what to include in this series about using text in Tableau, I was reminded what a powerful role text plays in the practice of data visualization. While I strongly believe that visualization is the most effective way to understand data, text can complement your analyses, provide context, add branding, and much more. In this post, I’ll share how to incorporate custom fonts, how to align table text like traditional financial reporting, build better callout numbers, conditionally format text, display vertical axis labels, and more. As my favorite clickbait headlines say – you won’t believe number 8 – keep reading! 🙂
This is the fourth in a five-part series on getting the most out of text in Tableau. For future updates, subscribe to my mailing list. You may have heard the recommendation to provide your dashboard users details on demand. While I generally agree with the idea of a dashboard flowing from overview – to drilldown (or filtering) – to specific details when needed, there can be some negative consequences if your end users are too focused on the raw data. Most notably, the raw data does not provide the benefits of data visualization, and often means exporting the data from Tableau – stopping the flow of thought dead in its tracks. One of my favorite ways to provide details on demand is through Tableau’s viz in tooltip feature. I’ll set up a sheet containing the detail and add it to the tooltip of an overview or filtered visual. The challenge is that due to the order of operations of Tableau filters, it’s tricky to filter the tooltip to the correct details. This post will show you two approaches for filtering a list to the top 10 when it’s being used within a Tableau tooltip. This means that whatever dimension member you are hovering over on a dashboard will display a detailed top 10 list for that specific dimension member.
This is the third in a five-part series on getting the most out of text in Tableau. For future updates, subscribe to my mailing list. I’ve explained before that a spreadsheet is not a data visualization because it does not take advantage of any pre-attentive attributes that will help you make sense of the data. Alas, many stakeholders continue to ask for crosstabs (text tables), either so they can do their own manipulation to the data or just because they feel more comfortable seeing the raw numbers. Well, if I have to make crosstabs, I intend to make the best damn crosstabs the world has ever seen! That’s why for the first time, I’m letting the genie out of the bottle and sharing 3 tips for making your text tables more effective and engaging in Tableau. In this post, we’ll cover how to increase the number of columns in a Tableau crosstab, how to make your text tables as flexible as possible, thoughts on maximizing the data-ink ratio, and how to make custom table headers.
This is the second in a five-part series on getting the most out of text in Tableau. For future updates, subscribe to my mailing list. I’ve illustrated before how to add custom integrated insights to a Tableau dashboard; a feature that does not come out-of-the-box in the software. This is an important prescriptive tactic that helps explain your insights and actionable recommendations. But what if you could automate those insights? Well, just about any calculation can be computed in Tableau. The results of these calculations can then be combined with text to provide automatic insights to you and your audience. In this post, we will reverse engineer a Tableau Public visualization to show how automatic insights are created, I’ll share how to concatenate text and computed string results to automatically spell out full sentences in Tableau, and we’ll use level of detail expressions to create an automatic insight that compares the performance of a specific dimension member to a benchmark.