Tableau Analytics

Extract Filters and Data source filters in Tableau Extract Filter: As the name implies extract filters are used to filter out the data while creating the extract. Extract Filters are pre condition filters before Extract creation. Data Source Filters:  Data source filters won’t change to the volume data and size of the extract. Instead data source filters applies the filters to the background query when we use any of the dimensions or measures in the visualizations. Data Source Filters are post Condition filters while displaying the data in the Visualizations (applies to the query while pulling the data from extract) and won’t apply during the extract creation .   If you apply Extract filters and Data source filters together, Data source filters overwrite the extract filters.

Overlapping labels in Tableau graphs and in Scatterplot and packed bubbles Moving  Overlapping Labels How to stop  labels  from  overlapping  one another when Allow  labels  to  overlap  other marks is selected. Environment.  Tableau  Desktop. Resolution. Manually adjust the position of the mark  label . ... Cause. When allowing  labels  to  overlap  other marks,  labels  may also  overlap  one another. To solve this  Manually adjust the position of the mark label by selecting each of the label See the steps below:

Removing "Abc" Placeholder Text in Tableau Measures column Quick and easy fix for this issue could be: Use Polygon mark type On the Marks card in the dropdown menu, select Polygon Resize the last column to make it smaller Navigate to Format > Borders In the left-hand Format Border Pane, for Column Divider, For Pane, select None from the dropdown menu Navigate to Format > Shading In the left-hand Format Border Shading, for Row Banding, move the slider to the desired level of row banding

Tableau Filter Types There are several different kinds of filters in Tableau and they get executed in the following order from top to bottom. The text on the right shows where level of detail expressions are evaluated in this sequence. Extract Filters (in orange) are only relevant if you’re creating a Tableau Extract from a data source. Table calculations filters (dark blue) are applied after calculations are executed and therefore hide marks without filtering out the underlying data used in the calculations.

Init Cap in Tableau Tableau doesn't have an inbuilt function like TitleCase or InitCap or Proper. In order to overcome the issue to display the first letter in capitals below function comes in so handy UPPER(LEFT([[String]],1)) + LOWER(MID([String], 2))

Measure for Parameter in Tableau First create a parameter with all the conditions similar to the one below. Then create a Measure with the Case condition as shown below: CASE [Parameters].[Choose Measure] WHEN "video_views" THEN SUM([Video Views]) WHEN "reach" THEN SUM([Reach]) WHEN "spend" THEN SUM([Spend]) WHEN "inline_link_clicks" THEN SUM([Inline Link Clicks]) WHEN "Cost per Million" THEN ROUND(([Cost per Million]/10)*10,1) WHEN "Cost per Purchase" THEN ROUND(([Cost per Purchase]/10)*10,1) WHEN "Cost per Showtime Lookup" THEN ROUND(([Cost per Showtime Lookup]/10)*10,1) WHEN "Cost per Visit" THEN ROUND(([Cost per Visit]/10)*10,1) WHEN "Click-through Rate" THEN ROUND([Click-through Rate] * 100,1) WHEN "Cost Per Complete" THEN ROUND(([Cost Per Complete]/10)*10,1) WHEN "Engagement Rate" THEN ROUND([Engagement Rate] * 100,1) WHEN "fb_pixel_purchase"

Change fonts for entire workbook in Tableau You can change all fonts in your workbook or you can change fonts for only certain areas, such as just worksheet titles. On the  Format  menu, select  Workbook . The  Format Workbook  pane replaces the  Data  pane on the left and provides a series of drop-down lists where you can change all font settings in a workbook, as well as the font settings for titles of worksheets, stories, and dashboards.

Concatenate two or more fields in Tableau  Use the plus sign (+) operator to combine two string fields: Go to  Analysis  >  Create Calculated Field . Name the calculated field and enter the following formula:  [String1] + [String2] + [String3].... Click  OK . Additional Information Using a plus sign (+) combines two string fields together ("abc"+ "def" = "abcdef"). If a space is needed between the two fields, modify the above formula "abc" + " " + "def"  = "abc def" Any required punctuation (e.g. comma) may be added into the formula as needed.

Create Start Date and End Date Parameters in Tableau Step 1: Create Start Date and End Date Parameters In the Data window, click the drop-down arrow at the top right of Dimensions, and then select  Create >  Parameter .  In the Create Parameter dialog box, name the parameter. In the example workbook, the parameter is named  Start Date . Under Data Type, select  Date & time . Under   Allowable values, select  Range . Click  Set from Field  and select the date field. In the example workbook, the date field is named  Order Date . Click  OK . Right-click the  Start Date  parameter and then select  Show Parameter Control . Repeat steps 1-7 to create the  End Date  parameter. Step 2: Create a Date Range Calculation Right-click  Order Date  in the Dimensions pane and then select  Create  >  Calculated Field .  Name the calculated field  Date Range , and type the following in the  Formula  window, and then click  OK : [Order Date] >= [Start Date] AND [Order Da