Author Archives: Frederic

Mask / Anonymize your data with Alteryx

Posted on 2015-07-14 by Frederic

If you handle data, chances are, you have run into this situation where, upon creating a masterpiece visualization, or an innovative report, you need to share it outside your organization for, say: presenting at a conference obtaining vendor technical assistance … Continue reading →

Posted in Alteryx, Excel, Qlik, SQL, Tableau | Tagged | 5 Comments

Extracting Salesforce.com (SFDC) data to Tableau

Posted on 2015-07-07 by Frederic

For convenience, I will systematically refer to Salesforce.com as SFDC. As the largest CRM vendor according to Gartner, SFDC is pretty ubiquitous, and the odds are that most Tableau users dealing with sales figures have already run into this data … Continue reading →

Posted in Alteryx, SFDC, Tableau | Tagged , , | 1 Comment

Add a Time Stamp in Tableau using Alteryx to Inform Users of Data freshness

Posted on 2015-06-23 by Frederic

When introducing new dashboards with possible hiccups in refresh operations, or ad hoc reports, users are often confronted with doubts about the timeliness of the data exposed: Does that include yesterday’s orders? Why am I not seeing the activity I … Continue reading →

Posted in Alteryx, Tableau, User Experience | Tagged , | 1 Comment

Wean Off VLOOKUP with the Index-Match Combo

Posted on 2015-06-15 by Frederic

Whether you need to perform a quick & dirty join of two tables in Excel to fetch an attribute, or to build more robust (!) data blending for your data preparation, you might still be limiting yourself to just the … Continue reading →

Posted in Excel | Tagged , , , | 1 Comment

Extreme Close Up: let Tableau Users drill down from Aggregates to Transactions to expose Audit Trail

Posted on 2015-06-11 by Frederic

When it comes to businesses, there are many ways that they can be successful. For example, some businesses like to use things like a microsoft dynamics implementation to help them when it comes to CRM (and also ERP). ERP and … Continue reading →

Posted in SFDC, Tableau, User Experience | Tagged , , , , | 2 Comments