Category: Tableau Server
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How to Enable Tableau Pulse and Ensure a Successful Launch
Tableau Pulse has created a lot of buzz within the Tableau community. Tableau developers around the world are celebrating because it can enable your…
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How to Use Dynamic URL Actions in Tableau
URL Actions and webpage objects are not new Tableau features, and a few use cases have been covered previously by Playfair. For example, URL…
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How to Run and Interpret the Tableau Workbook Optimizer
Imagine you’ve just spent days, weeks, or maybe months creating the perfect dashboard. It has an eye-catching design, cutting-edge UX, and features every data…
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How to Implement Column-Level Security in Tableau
In the first part of this two-part series, I introduced How to Implement Row-Level Security in Tableau. This method is a scalable way to…
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How to Implement Row-Level Security in Tableau
When working with data, security is always top of mind within an organization. Most businesses spend a lot of time and effort protecting themselves…
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How to Toggle Weekends On and Off a Calendar in Tableau
When analyzing any data over time, it is important to understand the seasonality or natural ebbs and flows of the data. For many businesses,…
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3 Ways to Implement Dynamic Pagination in Tableau
Pagination is a great tool you can use to improve user experience and minimize the footprint that tables occupy within Tableau dashboards. By implementing…
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How to Do Pagination in Tableau
To celebrate the release of Innovative Tableau: 100 More Tips, Tutorials, and Strategies, I’m releasing some bonus content to show you how to get…
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How to Make Your New Favorite Commenting System in Tableau
I’ve shown you in the past how to add custom integrated insights to a Tableau dashboard. This tactic allows you to communicate insights and…
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How to Change Sort Order with Buttons in Tableau
Sorting marks within bar charts in ascending or descending order is good practice because it allows you to compare not only the preattentive attribute…
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5 Tips for Mobile First Tableau Dashboard Design
It’s hard to believe, but I recently completed my very first mobile first Tableau dashboard design. That’s right – 90% of Playfair Data traffic…
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How to Create a Seamless Navigation Bar for Tableau Dashboards
Have you ever created a multi-dashboard workbook and found your users were confused with navigating through them? Or felt the out-of-the-box user experience didn’t…
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Dashboard Element 3: The Signature Line with Data Status Alert
As discussed in the triple crown framework, the practice of data visualization is very much a psychological exercise. If you can get in the…
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Tableau UI Tip 5: Intro-Style Dashboard with Cross-Dashboard Navigation
I have to admit that I have yet to use Tableau’s story points feature in any of my consulting engagements. The spirit of the…
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Tableau UI Tip 4: How to Pass Filters and Parameters Between Workbooks
As explained in the previous post in this series, How to Add a Cross-Workbook Menu to a Tableau Dashboard, I often try to separate…
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Tableau UI Tip 3: How to Add a Cross-Workbook Menu to a Dashboard
As a consultant, I’m often asked to consolidate many views on a single dashboard, or even many dashboards within a single workbook. Putting too…
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Tableau UI Tip 2: Alert-Style Splash Page with Cross Dashboard Filters
In the post, 3 Ways to Add Alerts to Your Dashboards, the third idea is to create a “heat map dashboard” meant to highlight…
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Practical Tableau: 3 Ways to Add Alerts to Your Dashboards
One of the biggest advantages to using a tool like Tableau is that the software can do much of the ‘heavy lifting’ for you.…
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Tableau UI Tip 1: How to Create a Custom Top Navigation
In my data visualization mission statement, I mentioned that I constantly try to (1) reduce the time to insight (2) improve the accuracy of…