Jim Dehner 

 Tableau Visionary and Ambassador

Tableau How to’s,  Use Cases, and Forums Questions

Hey #DataFam

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Grand Total and Sub-Total – Use Cases

Recently, we've seen many questions on the Forums on Grand Totals and Sub-Totals –     how they are calculated, when to use them or another approach to get totals, how to sub-total some – but not all of the measures – what to do when they return an unexpected result.     A good […]

Use Cases – Occupancy, Turnover, Lost Customer and Schedule Availability Analysis

Occupancy  and Turnover Rates and Lost customers We see a lot of questions on the Forums on calculating occupancy and turnover rates or scheduling meeting rooms and identifying lost customers.  They may sound like different problems but the solutions are very similar and require joining base data with a date scaffold or to a copy […]

Dynamic Zone Visibility – Use Cases

With the introduction of Dynamic Zone Visibility in version 2022.3, sheet swapping, changing date levels in views, and hiding or showing controls or legends just became much easier to set up and use.  So how do you set up DZV and where can they be used?   Dynamic Zone Visibility (DZVs) are created on the […]

If's, And's, Cases and In's Logical Operator's – How to's

Logical functions like If/Then , Cases, And/Or or In statements are a fundamental part of creating customer vizzes – and they are not that hard to understand and use.  Here we will look at what each statement does, its syntax, and some use-case examples  1 If/Then statements Conditional statements all work in pretty much the […]

Fiscal Calendar YTD and PoP

The most frequently searched post on my blog is on how to do YoY and YTD calculations. But it only works with actual calendar dates. Those of you who have to use a fiscal calendar face an added problem – Tableau date functions only work with actual calendar dates.  Here we will look at how […]

Calculating Averages or Rates – How To

We see and use averages every day –  Average rainfall, MPG, or sales per day for example –  You learned how to calculate them in grade school but what makes Tableau different?  The average is simply equal to:   That's easy to understand and yet counting values in Tableau can create problems –  Example 1 […]

Filtering Fixed LODs

Using filters with Fixed LODs causes problems for many users.  Here we will see "How-to" write a LOD When and how to apply Context or Dimension filters Effect filters have in 2 common use cases Probably the best place to start is with an understanding of what Fixed does and then move on to how […]

Parameters – How-to and Use Cases

For new and more advanced users, alike Parameters are misunderstood and misapplied!   Parameters are a function that allows the user to manually input a single value into a Tableau workbook.  Not that difficult –   Manual input – not based on a calculation or another field – the value can be any data type […]

Just what does Include or Exclude Do

Include and Exclude – the other 2 LODs – How often do you use them? If you are like most, less than 20% of the time. So what do they do and when do you use them?  – confused?   me too! Here we will focus on how to use the Include and Exclude forms of […]


Viz-In-Tooltip adds versatility and makes it easy for your user to get to the story hidden in your data.  They are not difficult to use and let users see the detail without leaving the face of your worksheet – OK I'm sold – but what are they?  Hovering over any mark on the worksheet opens […]

Sets and Set Action Use Cases

Do you use sets? If not why not?     Sets are not like Groups or Filters:   Sets categorize your entire data set into 2 segments –  Records are either "In" or "Out" based on the value of a single dimension.  All the data in the data table and available for use in any type […]

6 Types of filters and how they affect the data table

Filters are easy to use, but why are they so often a source of confusion?  (see the Data Dr recording at video recording here ) There a 6 unique types of filters – each has a specific purpose and is applied at different points in the order of operation  as you load data structure the data […]

Table Calculations – When, Where and How

Want to total across the row or column, rank a dimension, or pick out a single value? Then you need a Table Calculation!  But how?       Table Calculation Basics Table calculations should feel familiar.  They operate on the table you see in the view much like those from spreadsheet calculators.  The actual "data […]

Drilling down in Top N and Other

A frequent user question is how to find the Top N and then group and total all the remaining items into a single category "Other"     A common problem with many business applications – determining the Top N can be easily done in several ways.  (Presented on VizConnect – see the recording at Link […]

Sets and Filters the Condition and Top N Tabs – What do they do?

How often do you use the "Condition" or "Top N" tabs – and have you ever used them together? See how…   Here we are going to look at how to use Conditions and Top N in combination with Sets and Filters –      The Condition and the Top N tabs are on the […]

5 Ways to do YoY and YTD –

YoY and YTD – 5 Ways YoY and YTD calculations are fundamental business metric – after all who doesn't want to know how they compared to last year, last month or how they are tracking on a year to date basis.  It seems that users at all experience levels have questions on how to complete […]

Zero to Zen and 5 Stops Along the Way

Zero to Zen covers the 5 foundational concepts I needed to learn on the journey from spreadsheets to Tableau Like many, I struggled when first introduced to Tableau 5 years ago. I don't come from a data scientist background. – Actually, I'm an engineer, very analytic and expert level spreadsheet skills but I just didn't […]

When and How to Scaffold Data

When and How To Use Scaffolds    The data structure has a huge effect on the results you get from your analysis. Like most of you, I trained using well structured and full data sets – where there was a value in every record (cell) – like a tightly fit puzzle  (Note – Presented that the […]

My Top 5 Building Blocks on the Journey from Spreadsheets to Tableau

  Like many of you, I am not a data scientist. My background is in engineering and marketing.  I started Tableau with a lot of experience with Excel mixed with a bit of Access and I struggled for a while – that may sound familiar.    Additionally, spreadsheet calculators and Tableau are fundamentally different. Spreadsheets […]

Net Promoter Score

Recently I had someone ask about calculating the Net Promoter Score in Tableau. It's not difficult but first a word on what the NPS is and who uses it –   The Net Promoter Score is often used by consumer products companies to measure customer loyalty. It is easy to administer – just collect consumer […]

FAQ Series – Business Days

Working with Business Days   Often you only want to use "Business Day" in your viz or move the weekend sales to Friday or Monday –       In the examples here I will use the US standard Sunday – Saturday week with a Monday – Friday "Business Week"  –    1-Weekday Labels   […]

FAQ Series – Fiscal Date

Fiscal Dates Many businesses use a fiscal calendar for accounting and reporting. Their fiscal year can start on the first day of any month and may not align with the start of a calendar quarter.  Tableau makes it easy to adjust for the fiscal year start.   Open the date field and set the Default Property […]

Duration and Time – Not the same thing

 Time and duration are not the same – Time can be read from a clock – duration is the accumulation on intervals – and although we use a common terminology  – hours – minutes and seconds they are different    This example uses a simple data set consisting of project start and end times by employee   Date Functions […]

Context filters – What do they really do?

In Tableau, the sequence that filters or calculations are executed is controlled by the Order of Operations – but how does that affect your calculations The order starts with 3 filters – Extract filters limit the data passing from the data source to Tableau, Data Source filters further limit data available in the workbook and […]

Convert String Dates

Dates are a special data type in Tableau the unique properties of being self-sequencing, sorting and can be used in date functions to set ranges, filter and aggregations.  But some legacy systems or public sources sometimes cast dates as a single string or individual strings for each date part.  Working with “real date” is much […]

Weighted Averages

 Weighted Averages  Lately, there have been a lot of Forum questions about calculating weighted averages  Mathematically, a weighted average is defined as the sum of the individual weights x the values divided by the total of the weights     1 Table Calculation Example   Posters are familiar with how to find weighted averages with a […]

Creating Groups

Groups are a way to collect like items without creating an aggregate  – They can be static or dynamic, created manually, through a join or as the result of a calculation and spreadsheet users will find them as a useful replacement for a VLOOKUP – Manual Grouping Static groups can easily be created using the […]

Order of Operations

So Just how does the Order of Operations affect your calculations? Tableau, like most systems, has an order or sequence in which filters are applied and calculations are executed.  The process starts at the top and proceeds to the bottom in a single pass.  Calculations executed lower in the order depend on all the steps […]

Parameters and Parameter Actions

Do you use parameters – I love them and use them a lot – Let's look at them in more detail   Parameters are one-way users can directly input a value into Tableau.   They are: Single valued –  have one value at a time  Static the value is constant until manually changed by the user  […]

Dates Functions

 Date Functions   I've had my "issues" with dates – maybe you have too – Date functions allow us to make spectacular charts, compare period sales, and track trends over time.  But which one do you use and when? Dates are a very special class of dimensions – they self sequence, have a built-in hierarchy, […]

Show – Hide Filters

Show – Hide Filters   Often we will see a Forum question on how to "Filter the view without filtering the underlying data?"  Really?      What's going on?    Load a data set into Tableau, open the Data Source tab, and look at the data – It is the complete data set      […]

Not all NULLS are created equal

Not all Nulls are created equal? – Really?   Nulls – they break your calculations and mess with your charts but why are they difficult to fix? There are 2  types of nulls each has a different solution Empty Cell Null The easiest to understand and to fix is the Empty Cell Null in your […]

Cannot Mix Aggregate and Non-aggregate

Cannot Mix Aggregate and Non-aggregate  One of the most frequent questions we see on the Forum results from trying mixing aggregate and non-aggregates in the same calculation – But why is that a problem and how do you resolve it –  Next time you load a data file into Tableau, open the data source tab and […]

Put life in your Viz with Set and Parameter actions and Viz in Tooltip

Set and Parameter Actions and Viz In Tooltip  Add life to your vizzes and make it easier on the user by using set and parameter actions and "viz in tooltip"   Set Actions Set actions added to the dashboard are an easy-to-use alternative to the drop-down filter. In the dashboard below – the map provides a visual way […]

Zoom in on Map Point with a Radius

"Zoom In" – to Points on Map    Recently there have several Forum posts asking how to find all the points that are within a radius of a point and to be able to "zoom in" on the map – something like “I want to identify client locations are within 20 miles of each of […]

YoY – Three different approaches

  Year over Year analysis – 3 different ways As the year comes to an end a  frequent topic on the Forum is how to complete a YoY analysis – here we will look at 3 different approaches – one using table calculations, one with LOD's and a final way using sets and value pickers. […]

Use LODs to create layer in your data set

Need help using LOD’s –    Think of your data set as a pyramid.  The data you upload creates the base of the pyramid – the top is the sum of all the data.  LOD expressions give you a way to create layers in your data and use those layers to categorize data into dynamic groups, sets, […]

Dynamically sort Top N in a Drill Down Hierarchy

Dynamically sort Top N in a Drill Down Hierarchy Lately, the Forum has been peppered with questions about sorting, ranking, application of filters, and how to make the sort “Dynamic”.  So I thought I would take some time to go through a few examples on how to sort in most situations   Let’s start at the beginning with examples […]

Use a scaffold to solve the 2 date problem

The most frequently viewed workbook on my Tableau Public site is a solution to the classic 2 date problem.   –   The data have only a start and end date and you need to know how many programs are active on any date – Ultimately you want something like this   The business question can take […]

"How to" Create a Normal Distribution Curve

 How to Create a Normal Distribution Chart  Occasionally there are Forum questions on creating normal distribution curves.        The approach here relies heavily on the concept of data densification develop and refined by Bora Beran, Joe Mako, Jonathan Drummey, Ken Flerlage, and others – Readers are encouraged to review their works on creating shapes and […]

See it your way using sets and set actions to navigate your next dashboard

Use sets and set actions to navigate your next dashboard –   There are 3 steps  Create sets on the dimensions you want to vary Use “Value Pickers” to visually change the set values  Create the detail worksheet for your viz – here a map  Add Set Actions to the dashboard  The example will use […]

More than dots on a map – The renewable energy story

Renewable Energy – How big is it-   A dashboard should tell a story beyond just presenting data.  It needs to be interesting and when possible encourage the viewer to interact and investigate to make the story their own. This is the end product      But that's several iterations later – It started like this […]