Tableau Analytics

Tableau Print to PDF fit to page settings Sometimes Tableau PDF layout looks small compared to dashboard size displayed on the workbook. This is due to not setting the Page Setup Options correctly. The options are under File -> Page Setup 1. Go to File menu and select Page Setup 2. Under the 'Print Scaling tab, either set Scale to 50% or whatever the percentage best fits your dashboard on PDF by few trials. Or, select Fit to no more than the pages across and down. 3. Click on OK and go to File -> Print to PDF 4. Steps are as shown in the screen shots below. You can adjust the margins under the general tab or try to go to File Print to PDF, the select the paper size as Unspecified. 

Tableau Line Chart show the points/marks without adding a label Somehow Tableau did a very bad job in placing this option. You may not explore it until you find this. Follow the steps below to enable the marks/points in Line Chart: 1. Go to the sheet where the line chart/graph is designed. 2. Go to the color pane option in the Marks card. 3. Under effects select the Middle Line in Markers type listed as highlighted in the screenshot. 4. While this adds a the markers to the Line chat but you do not have much control on the size of the markers. While the above solves the issue of showing the markers, if you want have the control over the size of the markers: 1.  Add a second chart with just or you can change the shape to any shape you like to display in place of markers in case you want to be more creative, then select dual axis, 2. Here you get the control over the size and shape of the dots/shapes markers..

Tableau Admin:

Setting date range filter values using a URL parameter.  Create start and end date parameters.  Go to Dashboard > Actions > Add Action > Go to URL... Use the start and end date parameters in your URL. Example: mytableauserver/#/site/sitename/views/workbook/view?Start_Date=<Parameters.Start_Date>&End_Date=<Parameters.End_Date> For more information,  Note: Date (and time) values passed via URL parameter need to match the following Tableau default format:  yyyy-mm-dd hh:mm:ss The desired format can be applied by right-clicking the parameter > Default Properties > Date format... Example URL with paramters:  https://servername.com/views/FandangoRPT?iframeSizedToWindow=true&:embed=y&Sovie_Ftle=Soy%20Sauuce%204%20(2019)&:showAppBanner=false&Start_Date=2019-01-08&End_Date=2020-15-01&%20&:display_count=no&:showVizHome=no&:origin=viz_share_link#8

Creating a Calculation that Ignores Filters Use the level of detail (LOD) expression FIXED .  Follow the steps below: Drag [Region] onto the  Rows  shelf. Drag [Sales] onto  Text  on the marks card. Drag [Category] onto the  Filters  shelf. In the  Edit Filter  dialog, check all categories and click  OK . Right-click [Category] on the  Filters  shelf and select  Show Filter . Select  Analysi s > Create  Calculated Field . In the Calculated Field dialog box that opens, do the following, and then click  OK : Name the calculated field. In this example, the calculated field is named "Unfiltered Sales" In the formula field, create a calculation similar to the following: { FIXED [Region] : SUM( [Sales] ) } Double-click [Unfiltered Sales] in the  Data  pane to add the field to the crosstab.

Tableau  Error "The load was not able to complete successfully." Opening Workbook According to Tableau this issue occurs due to the  Permissions are preventing Tableau from creating necessary temporary folders, and this error will be logged in  the log.txt: GenerateTempDirectory: failed to create subdirectory in 'C:\Users\user>\AppData\Local\Temp\TableauTemp' Tableau's Resolution Work with your IT team to grant your user account appropriate permissions to the subdirectory specified in the error log.  My Resolution This issue occurred to me when I was trying to open Tableau Hyper workbook with 10.5 version which doesn't support opening the Workbooks created with the version Tableau 2019. So I had to uninstall Tableau 10.5 and made Tableau 2019 as default application to open Tableau, and the issue never occurred.

ShoW NOTHING IN TABLEAU WHEN "ALL" SELECTED Issue: The user wanted to have images (using custom shapes) display on a dashboard when an end user selected an item in a filter, but when they selected "All", then all the images appeared. Instead they didn't want anything to show up (display blank). We couldn't hide the "All" value from the filter, because it was also being used elsewhere on the dashboard where they did want to select all. Work Around: Create a calculated field that counts the number of rows in the view. Then test if this value is greater than 1. To do this I'm using the INDEX() function (which will find out the row number) and then doing a window_sum() of that to get the total number of rows in the view. This creates a boolean (true/false) calculation. We then place this on the filter shelf. We want to include the false or exclude the true. And that's it! There are lots of uses for th...