Scribd
Upload
154 views

Tableau Tips and Tricks

The document provides tips and tricks for using parameters and importing images in Tableau. It discusses how to create text that switches based on a parameter selection, how to create a parameter that filters across multiple data sources, and how to import an image into Tableau to create a help icon. Specific steps are outlined, such as creating calculated fields for the parameter text and filtering, choosing a field to turn into a parameter, and saving images in the custom "My Images" folder.

Uploaded by

Dimitris Kosmidis
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
154 views

Tableau Tips and Tricks

The document provides tips and tricks for using parameters and importing images in Tableau. It discusses how to create text that switches based on a parameter selection, how to create a parameter that filters across multiple data sources, and how to import an image into Tableau to create a help icon. Specific steps are outlined, such as creating calculated fields for the parameter text and filtering, choosing a field to turn into a parameter, and saving images in the custom "My Images" folder.

Uploaded by

Dimitris Kosmidis
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

1

Tableau Desktop
Tips and Tricks
Shelby Albers

Institutional Research & Advanced Analytics


2

Topics we’ll cover


● How to create text that switches with your parameter selection
● How to create a parameter that filters for the same field across
multiple data sources
● How to create a help icon by importing an image into Tableau
3

Parameter Text
● Nice to have words next to parameter control to explain definitions,
business rules, etc. (think Enrollment & Incoming Students workbooks)
● Essentially the same as the calculated field you need to create with the
parameter
● Instead of variables, use text
Calculated Field 2
Calculated Field 1
Parameter
4

Parameter Text
● Add Calculated Field 2 to the text label on a new blank worksheet
● Place worksheet with text next to parameter control on dashboard
(hide the title)
5

Parameter for Multiple Data Sources


● Convenient when displaying data from multiple sources - allows
you to filter all sheets for the same field like year, college, etc. (think
College Budget Meeting workbook)
● Start by creating desired sheets using appropriate data sources
6

Parameter for Multiple Data Sources


● Choose field in one of the data
sources to turn into the
parameter
○ This is where it is important
to know that fields with
similar information have the
same outputs across data
sources! (Ag, Food, and
Environment vs. Agriculture,
Food, and Environment)
7

Parameter for Multiple Data Sources


● Rename parameter to be more
universal across data sources
8

Parameter for Multiple Data Sources


● Create calculated field for each

Enrollment
data source that will filter for
parameter selection
○ Different from regular
calculated field needed for

Retention
parameter
○ Test to see if field equals the
parameter selection -
true/false output

Degrees
9

Parameter for Multiple Data Sources


● Filter for calculated field equal
to TRUE for each data source
○ Will only show data if field
contains an option that is
identical to the parameter
selection
10

Parameter for Multiple Data Sources


● Place all worksheets on a dashboard with parameter control
○ Or show parameter control on each worksheet page
● All worksheets should display info for the parameter selection
11

Importing Images
● Customize workbooks with special icons relevant to content or to
indicate workbook features (think help icon on Enrollment workbook)
● Create folder called My Images under Documents > My Tableau
Repository > Shapes
12

Importing Images
● Find desired image and save under My Images folder
● Create a calculated field for the image
● Place calculated field as a detail on Marks Shelf in a new blank
worksheet
● Change Marks to Shape
13

Importing Images
● Click on Shape icon then More
Shapes…
● Navigate to My Images using
the Shape Palette drop down
● Select the image you want to
use and press OK
14

Importing Images
● Change the size of the image by
clicking on the Size icon and using
the slider
● If you want to display text when
users hover over the image, click on
the Tooltip icon to edit the text
15

Importing Images
● Add the image to a dashboard
by selecting Floating then
dragging the worksheet into the
view
● Hide the title of the worksheet
and make the image fit to the
Entire View
● Place the image accordingly to
indicate to users they can go
here for information

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy