Category Archives: Tableau

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

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

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

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

How to Configure the MongoDB Alteryx Connector to extract and feed Tableau

<Update: Since this post, Tableau has announced the upcoming availability of a MongoDB Connector by the end of 2015, looks promising…> I am using the Alteryx MongoDB Connector  to generate TDE files to feed Tableau, since Tableau does not offer dedicated … Continue reading

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

Display optional business Targets to your Actuals in Tableau

When reporting on any type of business performance indicators, it is very useful to compare the actuals to some targets, to visualize attainment. This can be a challenging endeavor in Tableau, as the model offers many different way to aggregate and … Continue reading

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