Tag Archives: Tableau

YoY YTD dashboard made easy in Tableau

When using a set of dated transactions which gets updated, how do you provide a report which will track visually a monthly  YoY (Year over Year) YTD (Year to Date) comparison? This needs to work at the day level, to … Continue reading

Posted in Performance, Quick & Dirty, Sales, Tableau | Tagged , , | 8 Comments

TC16 Tableau Conference Highlights

This year’s conference took place in Austin, TX. Yet, our Tableau friends must have felt right at home, as if in Seattle. The constant drizzle and low ceiling were certainly more reminiscent of a Pacific Northwest scenery. It took until Thursday … Continue reading

Posted in Tableau | Tagged | 4 Comments

Automate custom Tableau email updates

Like it or not, looking at you Slack, email remains the preferred way to disseminate information in the workplace. Even applications that help businesses run smoothly use email as a form of communication and efficiency. For example, the Sharepoint alert … Continue reading

Posted in Automation, Marketing, Sales, Tableau | Tagged , | Comments Off on Automate custom Tableau email updates

How to Calculate Headcount dynamically from Employees Transaction Records

Many business dashboards track headcount figures, since it is quite a vital indicator for most organizations. Conceptually, headcount is a straight forward concept. Technically, it is actually very complex to render for analysis, as it should not be stored, but … Continue reading

Posted in Alteryx, Tableau | Tagged , , , | 19 Comments

Getting Started with Alteryx and Tableau

This post will finally address a topic a bit overdue for this blog: How to get started with the powerful combo of Alteryx + Tableau. If you are reading this post, you necessarily belong to one of those categories: New … Continue reading

Posted in Alteryx, Tableau | Tagged , | 3 Comments