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Golden Insights
āđāļāđāļēāļĢāđāļ§āļĄāđāļĄāļ·āđāļ 11 āđāļĄ.āļĒ. 2024
Welcome ðū
Join me and my golden retriever as we explore Tableau with comprehensive tutorials, from deep dives into complex dashboards to quick tips and tricks. Whether youâre looking to enhance your data skills or enjoy playful shorts of my cute dog (Sunny), thereâs something here for everyone.
Join me and my golden retriever as we explore Tableau with comprehensive tutorials, from deep dives into complex dashboards to quick tips and tricks. Whether youâre looking to enhance your data skills or enjoy playful shorts of my cute dog (Sunny), thereâs something here for everyone.
Interactive Filtering: Time Period Buttons for Overlapping Dates in Tableau
Learn how to create interactive filtering with time period buttons for overlapping dates in Tableau. Use a parameter action to allow users to pick between time periods: âThis Month,â âThis Year,â and âLast Year.â These buttons change color based on selection, providing more flexibility by handling overlapping dates like âThis Monthâ and âThis Year.â Enhance your Tableau dashboards with dynamic and user-friendly time period filters.
Tableau: public.tableau.com/app/profile/samantha.cohn/viz/BeyondBasicChartsTableauDashboardTutorialonMarketTrendsBusinessGoals/Dashboard1
Rounded Box: drive.google.com/file/d/1bOzggKjEe6QXAlPeOo5-UBw8Fa4X5A00/view?usp=sharing
Excel: docs.google.com/spreadsheets/d/e/2PACX-1vRN0obwo8EyTRwWm70V5Csz8-0KV2NrJv5q2NLeefc6yjlXMOMmEGc8wAaOQBF9gcl-exiMeh39FaLo/pub?gid=1821772829&single=true&output=csv
General Time Identifier:
IF MONTH([Date]) = MONTH(TODAY()) AND YEAR([Date]) = YEAR(TODAY()) THEN "This Month, This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY()) THEN "This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY()) -1 THEN "Last Year" END
Time - Select?
IF CONTAINS([Time Period Filter], [Time Period]) THEN TRUE ELSE FALSE END
Specific Time Identifier:
IF MONTH([Date]) = MONTH(TODAY()) AND YEAR([Date]) = YEAR(TODAY()) THEN "This Month"
ELSEIF YEAR([Date]) = YEAR(TODAY()) THEN "This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY())-1 THEN "Last Year" END
Tableau: public.tableau.com/app/profile/samantha.cohn/viz/BeyondBasicChartsTableauDashboardTutorialonMarketTrendsBusinessGoals/Dashboard1
Rounded Box: drive.google.com/file/d/1bOzggKjEe6QXAlPeOo5-UBw8Fa4X5A00/view?usp=sharing
Excel: docs.google.com/spreadsheets/d/e/2PACX-1vRN0obwo8EyTRwWm70V5Csz8-0KV2NrJv5q2NLeefc6yjlXMOMmEGc8wAaOQBF9gcl-exiMeh39FaLo/pub?gid=1821772829&single=true&output=csv
General Time Identifier:
IF MONTH([Date]) = MONTH(TODAY()) AND YEAR([Date]) = YEAR(TODAY()) THEN "This Month, This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY()) THEN "This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY()) -1 THEN "Last Year" END
Time - Select?
IF CONTAINS([Time Period Filter], [Time Period]) THEN TRUE ELSE FALSE END
Specific Time Identifier:
IF MONTH([Date]) = MONTH(TODAY()) AND YEAR([Date]) = YEAR(TODAY()) THEN "This Month"
ELSEIF YEAR([Date]) = YEAR(TODAY()) THEN "This Year"
ELSEIF YEAR([Date]) = YEAR(TODAY())-1 THEN "Last Year" END
āļĄāļļāļĄāļĄāļāļ: 6
āļ§āļĩāļāļĩāđāļ
Using Toggles to Switch Metrics with Conditional Coloring in Tableau
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Learn how to use toggle switches to switch between metrics with conditional coloring in Tableau. Set up toggle buttons to allow users to seamlessly switch between different metrics, like price and volume. The toggle buttons and labels change color based on the selected metric, enhancing the visual appeal and interactivity of your dashboards. Elevate your Tableau skills with this dynamic and use...
Quickly Round and Format Numeric Text in Tableau: Combine Text and Numbers with Precision
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Learn how to quickly format numeric text in Tableau by combining text symbols with calculated numerical values. Discover how to convert numbers to strings, round them precisely, and include text elements like arrows. Perfect for creating clear and concise text indicators in your Tableau dashboards. Tableau: public.tableau.com/app/profile/samantha.cohn/viz/BeyondBasicChartsTableauDashboardTutori...
Creating KPIs with Conditional Formatting for Positive and Negative Changes in Tableau
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Learn how to create dynamic KPIs in Tableau with conditional formatting. Automatically adjust arrow direction, box color, and percent change text color to highlight positive or negative changes instantly. Enhance your dashboards with visually intuitive KPIs that make performance trends easy to spot at a glance. Tableau: public.tableau.com/app/profile/samantha.cohn/viz/BeyondBasicChartsTableauDa...
Creating KPIs with Current Value and Percentage Change in Tableau
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Learn how to create basic KPIs in Tableau showing current value and percentage change. Use worksheet titles to display current values and marks to create boxes for percentage changes. This straightforward method helps you clearly present key metrics and their changes on your dashboards. Tableau: public.tableau.com/app/profile/samantha.cohn/viz/BeyondBasicChartsTableauDashboardTutorialonMarketTr...
How to Create a Patterned Area Chart in Tableau
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Learn how to create a patterned area chart in Tableau by first setting up calculated fields to normalize your data. Use the map tab to apply a background image that adds the pattern. Then, create a separate worksheet for the axis and combine everything on the dashboard to achieve a seamless, visually appealing patterned area chart. Enhance your Tableau dashboards with this simple yet powerful t...
How to Create a Gradient Area Chart in Tableau
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Learn how to create a gradient area chart in Tableau by first setting up calculated fields to normalize your data. Use the map tab to apply a background image that adds the gradient effect. Then, create a separate worksheet for the axis and combine everything on the dashboard to achieve a seamless, visually appealing gradient area chart. Enhance your Tableau dashboards with this simple yet powe...
Beyond Basic Charts: Tableau Dashboard Tutorial on Market Trends & Business Goals
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Take your Tableau skills beyond basic charts with this comprehensive tutorial. Learn how to create a dynamic Tableau dashboard with rounded corner containers. Build a gradient area chart with a toggle button to switch between price and volume. Add time period buttons to filter data by this month, this year, and last year. Include KPIs to display current metric values and YTD changes, with respo...
How to Add Glow Effect to a Sankey Chart in Tableau
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Create a glow effect in Tableau by using the dual axis method. Adjust one of the axes so the smaller path becomes wrapped by the larger path. Using colors, you can achieve the glow effect. Optional: Lay 2 Sankeys with glow effect on each other to create even more layers of glow! Tableau: public.tableau.com/app/profile/samantha.cohn/viz/SankeyEffects/Dashboard12 Excel: docs.google.com/spreadshee...
How to Add Shadow Effect to a Sankey Chart in Tableau
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Create a shadow effect in Tableau by using the dual axis method. Adjust one of the axes so itâs slightly lower and change the color of the lower axis to grey to achieve a shadow effect. Tableau: public.tableau.com/app/profile/samantha.cohn/viz/SankeyEffects/Dashboard12 Excel: docs.google.com/spreadsheets/d/e/2PACX-1vRN0obwo8EyTRwWm70V5Csz8-0KV2NrJv5q2NLeefc6yjlXMOMmEGc8wAaOQBF9gcl-exiMeh39FaLo/...
How to Add 3D Effect to a Sankey Chart in Tableau
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Create a 3D effect for a Sankey chart in Tableau by using a dual axis, adjusting the axes so the Sankey underneath is slightly lower, and reducing the opacity for a more dynamic visualization Tableau: public.tableau.com/app/profile/samantha.cohn/viz/SankeyEffects/Dashboard12 Excel: docs.google.com/spreadsheets/d/e/2PACX-1vRN0obwo8EyTRwWm70V5Csz8-0KV2NrJv5q2NLeefc6yjlXMOMmEGc8wAaOQBF9gcl-exiMeh3...
Multiple Paths with Multi-Select Sankey Charts in Tableau: View Multiple Data Flows in One Chart!
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Unlock the full potential of your data visualizations with Multi-Select Sankey Charts in Tableau! How to create dynamic Sankey chart that allows users to explore multiple data flows within a single chart. Starting with an easy-to-follow structure, weâll guide you through setting up multi-selection options for paths and target nodes, adjusting path sizes proportionally to metrics, and applying g...
Circular Sankey Chart with Clustered Inflows and Outflows in Tableau
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Learn how to use a Sankey chart template and replace the data source with your own data for an easy and quick setup. The template features a unique clustered inflow and outflow design, providing a compact and organized visualization of multi-level data flows. Follow along to create your own dynamic and informative Sankey chart in Tableau with minimal effort. Tableau: public.tableau.com/app/prof...
Highlight and Explore: Hover to Highlight Paths and Bars in Tableau Sankey Charts
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Learn how to add a highlight action to a Sankey chart in Tableau. This shows you how to hover over a path to highlight it and the associated bars, and how to hover over a bar to see all the paths flowing in or out of it. Tableau: public.tableau.com/app/profile/samantha.cohn/viz/InteractiveMulti-LevelGraidentSankeyChartswithHoverHighlightingandLinkedTableinTableau/Dashboard1 Excel: docs.google.c...
Triple the Insight: Building 3-Level Sankey Charts in Tableau
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Learn how to create a 3-level Sankey chart in Tableau with three categories. This will guide you through building two Sankey charts to show detailed flows and relationships between these categories turning complex data into a simple visual. Tableau: public.tableau.com/app/profile/samantha.cohn/viz/InteractiveMulti-LevelGraidentSankeyChartswithHoverHighlightingandLinkedTableinTableau/Dashboard1 ...
Basic Sankey Chart in Tableau: Step-by-Step Guide
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Basic Sankey Chart in Tableau: Step-by-Step Guide
Interactive Multi-Level Gradient Sankey Charts with Hover Highlighting and Linked Table in Tableau
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Interactive Multi-Level Gradient Sankey Charts with Hover Highlighting and Linked Table in Tableau
Create Custom Checkbox Filter with Highlight Effect in Tableau
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Create Custom Checkbox Filter with Highlight Effect in Tableau
Create Label Filters with Color-Matched Underline Legends in Tableau
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Create Label Filters with Color-Matched Underline Legends in Tableau
Master Dual-Dimension Filtering in Tableau with Interactive Toggle Tables
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Master Dual-Dimension Filtering in Tableau with Interactive Toggle Tables
Interactive Toggle Filters - Enhance UI and User Experience in Tableau
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Interactive Toggle Filters - Enhance UI and User Experience in Tableau
Visualizing Customer Satisfaction: Star Rating Filter with Faces in Tableau
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Visualizing Customer Satisfaction: Star Rating Filter with Faces in Tableau
Create Custom Checkbox Filters in Tableau
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Create Custom Checkbox Filters in Tableau
Tableau Filter Alternatives: Turn Any Image/Text into an Interactive Filter!
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Tableau Filter Alternatives: Turn Any Image/Text into an Interactive Filter!
Make Data Pop: Add Customer Logos to Tableau Tables for Easy Identification
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Make Data Pop: Add Customer Logos to Tableau Tables for Easy Identification
Mute or Eliminate Grey in Tableau Gradients: 2 Easy Methods!
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Mute or Eliminate Grey in Tableau Gradients: 2 Easy Methods!
Gradient Line Charts with Color-Matched Circles & Dynamic Text Bubbles in Tableau
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Gradient Line Charts with Color-Matched Circles & Dynamic Text Bubbles in Tableau
2 Methods for Gradient Line Charts in Tableau in Just 1 Minute!
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2 Methods for Gradient Line Charts in Tableau in Just 1 Minute!
Elevate Your Tableau Design: How to Create Shadowed Rounded Boxes in Minutes!
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Elevate Your Tableau Design: How to Create Shadowed Rounded Boxes in Minutes!
The Power of Dynamic Text in Tableau: Display Real-Time Measure Values on Your Dashboard
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The Power of Dynamic Text in Tableau: Display Real-Time Measure Values on Your Dashboard