Dashboards

Templating

Good workflow by Matt Francis:
Wannabe Data Rock Star: Create a default Tableau Template

Sizing

Awesome post by Shawn Wallwork on monitor sizes:
http://community.tableausoftware.com/message/185447#185447

Output

using #Tableau to copy images and then Paste>Special>Metafile in Powerpoint just changed my life (and my image resolution problems)!

Embed and open Tableau workbooks in PowerPoint

http://www.clearlyandsimply.com/clearly_and_simply/2012/05/embed-and-open-tableau-workbooks-in-powerpoint.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ClearlyAndSimply+%28Clearly+and+Simply%29

Worksheet->Export->Crosstab to Excel does a crosstab view (would need to fill), Worksheet->Copy->Crosstab does all values

Using parameters to create a dynamic hierarchy
http://www.clearlyandsimply.com/clearly_and_simply/2012/03/dynamic-hierarchies-with-tableau.html?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+ClearlyAndSimply+%28Clearly+and+Simply%29

http://kb.tableausoftware.com/articles/knowledgebase/creating-table-contents-navigate-other-dashboards

Filter all views in one dashboard
http://community.tableausoftware.com/thread/116216

Dashboard/view display:
Using filter values in target sheet title makes it clear which data is displayed #tableaujedi #TCC11

Creating menus to navigate within a tableau workbook using Filter Actions
http://interworks.co.uk/tooltips/menu-navigation-within-a-tableau-workbook/

Performance tip
http://tableaulove.tumblr.com/post/21715365748/tableau-performance-show-sheets-as-tabs

Cleaning up visualizations:
http://community.tableausoftware.com/message/174886#174886

Titles:
Put dates in Title field, other totals to indicate aggregation/filtering
Use an IFNULL([Field], “”) to make blank strings, and can color those strings

Buttons on dashboards:
http://community.tableausoftware.com/thread/116260
ideas: create a worksheet that looks like a button, then put a filter action behind the worksheet

Pretty sliders on dashboards (from Shawn Wallwork):
http://community.tableausoftware.com/thread/117632

Open dashboard with action
http://community.tableausoftware.com/thread/117786

iPad
https://www.interworks.com/blogs/eshiarla/2012/02/10/designing-tableau-visualizations-ipad

rotating iPad does not force resize/refresh:
http://community.tableausoftware.com/thread/116903

Need two Action filters to have filter action on self and other worksheets:
http://community.tableausoftware.com/message/200979#200979

Creating a report portal (to other Tableau Dashboards) as a Tableau Dashboard – by Mark Jackson:
http://community.tableausoftware.com/docs/DOC-5277

Custom Tableau Server landing page (a Tableau Dashboard that points to other Tableau Dashboards) – by Mark Jackson:
http://community.tableausoftware.com/docs/DOC-5276

[loop category=”wikicontent” tag=”buttons,dashboards,menus,parameters,table-of-contents,dashboard”]
[field title] – Added [field date]
[content]
[/loop]

Related posts:

    [loop tag=”buttons,dashboards,menus,parameters,table-of-contents,dashboard” exclude=”this” relation=”and” compare=”not” taxonomy=”category” value=”wikicontent”]

  • [field title-link][field thumbnail-link]

[/loop]

Please add your thoughts and perspectives