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Tableau Hack: How to Conditionally Format Individual Rows or Columns

Almost every Tableau user has also been, or still is, a heavy Excel user. Being that we almost all learned Excel first, it is natural to approach a tool like Tableau for the first time …

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Tableau Fundamentals: 5 Ways to Make a Bar Chart / An Intro to Aggregation

Now that we’ve gone through some fundamental topics such as dimension vs. measure, discrete vs. continuous, and you have an overview of the authoring interface, you’re ready to start creating visualizations in Tableau. This post …

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Tableau Fundamentals: Getting a Lay of the Land

If you are a first time Tableau user, the authoring interface can feel like an intimidating place. Without at least a quick tutorial, it can be very challenging to know how to even get started. We …

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INSIGHT Framework: Tell the Story

Once you have honed your dashboard and possibly iterated a couple of times to land on a final product, you are ready to distribute your data visualization. We call this step, “Tell the Story”, because …

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INSIGHT Framework: Hone Dashboard

After gathering feedback from your stakeholders, you are ready to finalize your data visualization. We call this step “hone the dashboard” because you are refining your initial concept based on the audience input provided in …

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Tableau Fundamentals: Discrete vs. Continuous

The fourth thing we wish we knew the first day we used Tableau is the difference between discrete and continuous fields. This classification has an impact on what types of visualizations you can create as …

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INSIGHT Framework: Gather Feedback

 As mentioned in the Initial Concept post, there is no one best way to create a data visualization and there are almost infinite factors that can influence a dashboard concept. Data visualization is a form …

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Tableau Fundamentals: Dimension vs. Measure

The third thing we wish we knew the first day we used Tableau is that when we connect to data, the software will classify each field as a dimension or a measure. Tableau will then …

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INSIGHT Framework: Initial Concept

Are you ready to finally start visualizing data? We feel like Mr. Miyagi in The Karate Kid by making us spend months “waxing on” and “waxing off” before getting to the reason we came here. …

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INSIGHT Framework: Shape Data

The first two steps in the INSIGHT framework for data visualization, (1) Identify Business Question and (2) Name KPIs, will inform what should be included in the third step: Shape Data. In the Tableau fundamentals …

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