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What is Top-Down Design?
Have you ever heard of this term? When creating dashboards, it's a great method to assist with executive reporting. What it means is to start with your simplest metrics at the top of a dashboard and get more granular with your chart selections as you go down. It's a best practice to put KPI or charts that start with high level goals at the top. Then you break your visualizations down to the raw data needs. It will help strategically answer your clients' questions. For guidanc
9 hours ago2 min read


How do you Collaborate with Workbooks?
Are you on a team of developers or are you the solo developer? Perhaps you completed a Makeover Monday challenge, and you want feedback. How do you collaborate with others on what you create? What is your strategy for saving your workbook? What do you do for version control? These are all questions you should consider as a part of the development process. But first you should address how you are saving your work. Best Practice, When in doubt SAVE it! Have you had a workbook o
Aug 62 min read


How to Create a Rounded Bar Chart, with a Twist!
There are many ways of creating bar charts and they are the most commonly used chart for analysis. Check out Robert Rouse 's Bar Chart menu in Tableau public here to see the many different ways you can display bar charts! The chart I am going to show you how to create uses Tableau's Measure Names and Measure Values function. Here is an example of the chart in my Tableau Intermediate Course dashboard here . First we will create the simple bar chart version of this view by pla
Mar 153 min read


Two Server Data Sources - One Filter? A solution without Data Blending
What if you have a dashboard that has worksheets pointing to two data sources on the server? The issue is that you want to filter both using only one filter. Maybe you have a Date value in both and you don't want to display two different Date filters on your dashboard. How can you solve for this? You could perform data blending , however, this has some downsides such as performance issues, and you can't use some calculations such as COUNTD, MEDIAN etc. I suggest using a par
Dec 12, 20252 min read
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