Tableau cookbook

13 recipes · 82 steps · about 63 minutes of reading

Clean a messy export with Data Interpreter
The export has three title rows sitting above the real header.
BeginnerRead 4 minDoing: less than an hour6 steps
Your discrete date field turns a smooth trend into disconnected bars
My monthly sales chart looks like separate floating bars instead of one flowing line.
BeginnerRead 4 minDoing: about 20 minutes5 steps
Wire a filter action across dashboard sheets
Every region question means rebuilding three charts by hand.
Beginner to intermediateRead 5 minDoing: an hour6 steps
Pick a join, a relationship, or a blend for two data sources
Sales data lives in one file and store details live in another, and combining them the wrong way quietly drops or duplicates rows.
Beginner to intermediateRead 6 minDoing: about an hour7 steps
One lone number on a dashboard needs a reference line for context
500 sales today. Good day or bad one?
Beginner to intermediateRead 5 minDoing: under an hour6 steps
Synchronize a dual axis so two measures share one honest scale
Sales in dollars and units sold sit on such different scales that combining them into one chart flattens the smaller measure to almost nothing.
IntermediateRead 5 minDoing: about 30 minutes6 steps
Let a viewer swap the metric with a parameter instead of a new sheet
One manager wants revenue, another wants units sold, and I'm tired of maintaining two nearly identical sheets.
IntermediateRead 4 minDoing: an hour6 steps
Store addresses your map won't recognize, until custom geocoding fixes it
Every store address. Still unmapped.
IntermediateRead 5 minDoing: about an hour7 steps
Percent-of-total math breaks once a filter narrows the view, unless the LOD is FIXED
I filter the view down to a single state, and the percent-of-total number keeps dividing by that one state's total instead of the whole company's total.
IntermediateRead 4 minDoing: about 25 minutes6 steps
Rearranging the view flips a running total's direction halfway through the table
I swapped two dimensions to see the data differently, and my running total reset halfway down.
IntermediateRead 4 minDoing: about 20 minutes7 steps
Force the Top N filter to obey a context filter first
Why does my Top 10 customers list barely move after I filter to one city?
Intermediate to advancedRead 5 minDoing: an hour6 steps
Turn a slow live dashboard into a fast extract
The dashboard takes several seconds to redraw on every click.
Intermediate to advancedRead 6 minDoing: an afternoon8 steps
Publish a dashboard your manager can open alone
My manager wants to explore Monday's numbers herself, but the only working copy of this dashboard still lives on my laptop.
Intermediate to advancedRead 6 minDoing: an afternoon6 steps

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In these roadmaps

Data Analyststep 9 of 14

Tableau cookbook

Clean a messy export with Data Interpreter

Your discrete date field turns a smooth trend into disconnected bars

Wire a filter action across dashboard sheets

Pick a join, a relationship, or a blend for two data sources

One lone number on a dashboard needs a reference line for context

Synchronize a dual axis so two measures share one honest scale

Let a viewer swap the metric with a parameter instead of a new sheet

Store addresses your map won't recognize, until custom geocoding fixes it

Percent-of-total math breaks once a filter narrows the view, unless the LOD is FIXED

Rearranging the view flips a running total's direction halfway through the table

Force the Top N filter to obey a context filter first

Turn a slow live dashboard into a fast extract

Publish a dashboard your manager can open alone

In these roadmaps

Tableau cookbook

Clean a messy export with Data Interpreter

Your discrete date field turns a smooth trend into disconnected bars

Wire a filter action across dashboard sheets

Pick a join, a relationship, or a blend for two data sources

One lone number on a dashboard needs a reference line for context

Synchronize a dual axis so two measures share one honest scale

Let a viewer swap the metric with a parameter instead of a new sheet

Store addresses your map won't recognize, until custom geocoding fixes it

Percent-of-total math breaks once a filter narrows the view, unless the LOD is FIXED

Rearranging the view flips a running total's direction halfway through the table

Force the Top N filter to obey a context filter first

Turn a slow live dashboard into a fast extract

Publish a dashboard your manager can open alone

In these roadmaps