• Blog

10 Quick Ways to Prep Data in Tableau Desktop

We share data prep tips you can do quickly in Tableau Desktop to ensure data is as “Tableau friendly” as possible. These 10 straightforward practices will help you produce better performing dashboards, avoid unnecessary calculated fields, and simplify the visualization building process. In a perfect world, we recommend prepping data before it gets to Tableau … Continued

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6 Ways to Publish & Share Tableau Content

We look at six options for publishing and sharing Tableau workbooks and dashboards. We discuss the pros, cons and requirements for each option so you can make the best decision for your organization.

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Lessons & Limitations of Tableau Metrics, the KPI Report Builder

Metrics, released in 2020.2, aim to simplify and automate the previously cumbersome process of building KPI dashboards in Tableau. Do they live up to the promise? We tell you how to build a Tableau metric and offer up some limitations of this powerful new feature.


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Tableau Licensing: Creator, Explorer & Viewer Explained

Tableau licensing can be confusing. It is difficult to figure out what exactly users can and cannot do with each license type. This blog covers each Tableau licensing type so you can make the best decision for your company and your budget.

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How to Use Power BI Datasets in Tableau

Power BI allows Tableau users to leverage datasets that have been published to Power BI service. For organizations that are running both tools, it’s a cake-and-eat-it solution, allowing them to use their tool of choice without rebuilding redundant data warehouses. In this blog, we’ll walk you through the process of using Power BI datasets in Tableau and what you’ll need before you start.

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Creating a Big Numbers KPI Dashboard in Tableau

The use of “big numbers” KPI dashboards has become a managerial must-have report for assessing business performance. But building them into a Tableau dashboard isn’t as easy as you’d think. Learn our tried-and-true method for building a big numbers sales and profit KPI dashboard in Tableau and you, too, can deliver professional, effective KPI dashboards to your decision makers.

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  • Blog

Tableau’s Ask Data Feature – A Primer

Learn how Ask Data, Tableau’s feature for natural language query works. Who is it intended for? What are its limitations? Highlights? We took Ask Data for an extensive test drive. In this blog we answer all these questions and many more.

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  • Blog

Hallelujah! Tableau to Support Emailing PDFS!

Although a standard feature of many BI platforms, the ability to schedule PDF report emails is not easily accomplished in Tableau. But hallelujah! That’s all about to change with the next release! And this little bit of love from Tableau is likely to bring them lots more love in the way of adoption.

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  • Blog

Tableau Maps: From Glum To Glam With 2019.2

Before 2019.2, Tableau’s default maps lacked detail and looked fuzzy when you zoomed in. Compensating for the inadequacies required adding Mapbox—increasing complexity and cost. Tableau’s 2019.2 release changes all that. Mapping capabilities made a huge leap forward, going from basic to wow and providing the detail we have come to expect.

  • Blog

Tips for Connecting Tableau Dashboard Starters to Your Salesforce Data

Getting Tableau Dashboard Starters for Salesforce connected to your Salesforce cloud and working properly does not happen out of the gate. We describe how to correctly “rewire” the Dashboard Starters to point to your Salesforce cloud and give you the steps and tips to bypass commonly encountered issues.

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How to Create Groups in Tableau

Groups play an important part in everyday Tableau use, allowing you to get around the inconsistencies that arise when pulling data from various sources. Groups let you create custom combinations and hierarchies so you can use data in a way that makes sense for your particular analysis needs. Watch our step-by-step demo of how to create a Tableau worksheet that leverages a group.

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How to Get Around Extract Limitations in Tableau Dashboard Starters

Dashboard Starters for data sources like Salesforce and Marketo are a great new feature from Tableau. But they only work with Tableau extracts, which have limitations. We show you how to get around the tricky task of swapping out a reporting database for Tableau’s default extracts.

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Tableau Server vs. Desktop for Release 2018.1 & Above

The 2018.1 release of Tableau in May 2018 saw a convergence of functionality between Tableau Desktop and Tableau Server/Tableau Online. In this blog, we examine remaining functionality differences between the products.

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  • Blog

Tableau Dashboard Starters for Salesforce: 18 Lessons Learned

In the release of Tableau online 2018.1, Dashboard Starters for common enterprise applications were introduced. Seven of these dashboard starters are built to work with Salesforce data. We love the idea of these pre-built dashboards but discovered a few hitches when we tried to use them. We share 18 lessons we learned – along with some fixes.

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  • Blog

5 Factors When Selecting a Data Prep Tool for Tableau

There are many options for preparing data for use in Tableau, from built-in tools to third-party platforms. We look at the options and provide five factors to take into account when determining which ones are best suited to the task at hand.

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