Sets are used to group multiple values within a field or from multiple fields in the dataset. This grouping can be based on specific characteristics, such as the top 10 ranking (by using formula), alphabetical initials (using condition), or certain values within the dataset. Types of sets: 1- Static 2- Dynamic (based on ranking and…
Custom territories help you group individual geographic locations like states, postal codes, or countries into user-defined regions like sales regions or marketing zones. Unlike standard geographical fields, these are created by you or defined in your data. Today, we will break it down into simple steps: Step1: From the dropdown in the marks card, change…
Go to Sheet Action helps you navigate to different sheets directly from the dashboard. One useful example is navigating to detailed information when a summarized number is selected. The Go to Sheet option comes under Action menu, which can be opened in two ways discussed in my previous blog. Once you click on Action, a window…
A URL Action is used to navigate to any site or online data source. It allows the user to customize the hyperlink as needed by embedding fields from the Tableau data source. URL action is found under Action, as discussed in my previous blog. Let’s go through the steps to create a URL Action: Step1: Click on…
A highlight action is used to quickly draw your attention to a big data point by making them stand out in your dashboard through clicking, hovering or menu over the data points. Highlight option is the second option under Actions, as mentioned in my previous blog. Execution of Highlight Action: Here, you will notice that wherever I…
An action filter in Tableau provides quick insights by allowing interactions between worksheets within a dashboard. It enables you to filter data in worksheets based on selections made in another and helps you explore related data. You can find Action option under the ‘Worksheet’ menu when working in a worksheet, and under the ‘Dashboard’ menu when you’re…
Measure Names can be thought of as a dimension that holds the names of all the quantitative fields (measures) in your dataset. Essentially, it acts like a header that allows Tableau to identify and display which measures are being used.On the other hand, Measure Values are the actual numerical values for the Measure Names. How…
Tableau provides a range of pre-installed shapes, but for enhanced visualizations or to meet specific business requirements, custom shapes can be used. Today we are going to understand it step by step: Step 1: Download the shapes specific to your requirement from a free trusted site, then go to downloads on your computer, copy the images…
In Tableau, data is automatically categorized into Dimensions and Measures when you connect to a data source. You may have noticed they’re colored blue and green . Let’s break down what that means. There are two types of data. Let’s understand it with an example: Notice, when I remove Sales from the view, there is…
In Tableau, the default viz color is blue and text is black. You can change colors using the Marks card, or create your own palette based on your preference or company’s color theme. Types of Color Palettes: There are 3 types of color palettes in Tableau. Having determined the suitable color palette for each scenario,…