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Aug 25, 2020

Business | Drill-Down | Tableau Techniques

Drill-Downs and Drill-Ups in Tableau without CONTAINS

As a constant visitor on Klaus’ blog I came across the blog series of Drill-Downs and Drill-Ups in Tableau. Rosario introduced the general technique in this post. Rosario and Klaus leverage the technique in their piece on Exploration Dashboards with Multiple Drill-Downs. Klaus, Rosario, and Robert Crocker also presented a use case in the context of P&Ls.

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Aug 13, 2020

Business | Chart Types | Collaborations | P&L | Table Calculations

Squared Sankey P&Ls in Tableau

Squared Sankey P&Ls in Tableau is a joint work of Liam Spencer & Klaus Schulte. Earlier this year, I (Klaus) published a P&L visualization, that grabbeb some attention on Twitter:

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Aug 8, 2020

Business | Drill-Down | Tableau Techniques

Drill-Down and Drill-Up without SPLIT and FINDNTH

Drill-Down and Drill-Up without SPLIT and FINDNTH. — This post is an addition to previous posts on this blog and on Rosario Gauna’s blog. Rosario introduced the general technique in this post. Rosario and I leverage the technique in our piece on Exploration Dashboards with Multiple Drill-Downs. Together with Robert Crocker, we’ve also presented a […]

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Jul 14, 2020

Business | Chart Types

Creating Lollipop-Jitter Plots in Tableau

A few days ago, I came across this tweet by We are R-Ladies, who linked an original post by Cédric Scherer from last year. Cédric developed R code to create something that I would call a Lollipop-Jitter plot. This cool chart has it all, the overall picture and the granular details. Really great work! Also […]

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May 26, 2020

Desktop Specialist Exam

Preparing the Desktop Specialist Exam: A student’s guide

Christine Rietmann, who is one of my students at Münster University of Applied Sciences in Germany shared her journey of preparing and passing the Tableau Desktop Specialist exam on this blog some months ago.

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May 5, 2020

Business | Collaborations | Drill-Down | P&L | Tableau Techniques

Drill-Down & Up P&Ls in Tableau

Drill-Down & Up P&Ls Tableau is the next part of a series of posts on visualizing financial data on this blog recently. Visualizing P&L Statements reflects the general use of visuals in the context of P&Ls and gives examples for bad and good practice. Adding Custom Sub-Totals in Tableau describes four solutions to combine normal […]

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Apr 15, 2020

Business | Collaborations | Drill-Down | Tableau Techniques

Multiple Drill-Downs in Tableau

Multiple Drill-Downs in Tableau. — Some weeks ago, Rosario published a blog where she presented a technique to both drill-down and drill-up a view as a single sheet solution using the Internal Data Densification technique for the drill-up. With this solution, drill-down in combination with drill-up dashboards have become really suitable for everyday dashboards.

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Apr 9, 2020

Collaborations | Fun

Spot it! vs. Dobble – Gaming in Tableau

I’m very happy to publish my first game in Tableau, created in a collaboration with Tableau community superstar Kevin Flerlage. Spot It and Dobble are the same game. The game is simple enough for a 5 year old and incredibly fun for all ages. So how do you play? The deck contains 55 round cards.  Each […]

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Mar 7, 2020

Business | Collaborations | Table Calculations | Tableau Techniques

Adding Custom Sub-Totals in Tableau

Introduction When it comes to visualizing financial data, it is often required to combine cumulative and non-cumulative values in one visualization (and yes: tables are also visualizations 🤓), like for example in a Profit & Loss statement. While positions like revenues, cost of sales, selling expenses or income taxes are non-cumulative, we also have sub-totals […]

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Feb 2, 2020

Chart Types | Tableau Techniques

Viz-in-Label Treemaps in Tableau

I’ve been experimenting with Viz-in-Labels lately like in my 9M Profit Bridge on Deutsche Bank’s financial report data or my custom treemap on Tableau’s superstore data. Viz-in-Label (or Viz-in-Marks) is a technique to visualize more than one data relationship at once. In both visualizations above, the chosen primary chart types (waterfall and treemap) are visualizing […]

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Nov 14, 2019

Collaborations | Reflection | Tableau Techniques

#data19 – Surprise Me: Creating Advanced and Unique Charts

by Klaus Schulte & Ivett Kovács Thanks for joining our session at #data19! In this blog you can find all the resources we mentioned. Don’t hesitate to reach out to us with further questions! Session Description

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Nov 8, 2019

Desktop Specialist Exam | Fundamentals

Becoming a Tableau Desktop Specialist – Part 9: Create and modify a dashboard

Welcome back, everyone — Create and Modify a Dashboard is the last blog post of my ‘Becoming a Tableau Desktop Specialist Series’. New to this series? Then check out the further posts to learn more about it: Introduction Create and Save Data Connections Connecting and Preparing Data Dimensions and Measures Discrete vs. Continuous & Aggregated […]

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Nov 1, 2019

Desktop Specialist Exam | Fundamentals

Becoming a Tableau Desktop Specialist – Part 8: Format Your View

Hi everyone! Last week I introduced a lot of new topics and of course, it is a process to learn these things. More than that, we have to practice a lot until we master all these techniques and instruments. This week you will learn how to format your view. It isn’t that difficult to format […]

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Oct 29, 2019

Chart Types | Tableau Techniques

Curvy Reference Bands in a Scatter Plot

For this month’s #sportsvizsunday challenge I created this scatter plot on shot efficiency, goals, and shots on goals of NHL’s TOP 25 all-time points leaders.

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Oct 24, 2019

Desktop Specialist Exam | Fundamentals

Becoming a Tableau Desktop Specialist – Part 7: Apply analytics to a worksheet

Hi, everyone! This week we have a lot of stuff to learn. Our topic ‘Apply analytics to a worksheet’ will deal with sort options, reference & trend lines, table calculations, bins & histograms, calculated fields, and parameters. For all these topics there still exist good blog posts. So, I hope I can give you a […]

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Oct 16, 2019

Desktop Specialist Exam | Fundamentals

Becoming a Tableau Desktop Specialist – Part 6: Sets, Groups and Filters

Welcome back! This week I will write about Sets, Groups and Filters. These are all useful instruments for analyzing your data. Check out the further posts of this series to learn more about it: Introduction Create and Save Data Connections Connecting and Preparing Data Dimensions and Measures Discrete vs. Continuous & Aggregated vs. Dis-aggregated Create […]

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Oct 9, 2019

Fun | Tableau Techniques

The One Use Case for 3D Elements in Tableau (and How to Create Them)

3D charts are widely regarded as bad practice in the context of visualizing data. 3D adds no additional information. On the contrary, it clutters the viz and often complicates the visual perception of information. It can only get worse when you add bananas. 🍌

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Oct 1, 2019

Chart Types | Desktop Specialist Exam | Fundamentals

Becoming a Tableau Desktop Specialist – Part 5: Create Basic Charts

Hello, I can’t believe how time flies, it is already half-time. This thought makes me imminently nervous because the exam day is coming closer. Good to have such a nice and practical topic this week: Create basic charts in Tableau. I’m sure a lot of you already know how to create the most basic chart types, […]

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Sep 24, 2019

Desktop Specialist Exam | Fundamentals

Becoming a Tableau Desktop Specialist – Part 4: Discrete vs. Continuous & Aggregated vs. Dis-aggregated

Hey everyone! This is part 4 of my ‘Becoming a Tableau Desktop Specialist’ blog series. Last week’s post was about dimensions and measures and today I will write again about fundamental ‘Tableau Concepts’: Discrete/Continuous & Aggregated/Disaggregated. Check out the further posts of this series to learn more about it: Introduction Create and Save Data Connections […]

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Sep 20, 2019

Business | P&L | Reflection

Visualizing P&L Statements

Visualizing P&L Statements — A few days ago, I came across this tweet about accountants and their love for the standard P&L statement, stated by fellow Tableau community member Vince Baumel: For me, the toughest crowd to win over to the side of data visualization (or any deviation from the status quo, for that matter) […]

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