Filter a Tableau Dashboard using Salesforce 

In this follow-up blog post on Embedding Tableau views within Salesforce, I walk through two options for passing filters from the Salesforce UI to Tableau to improve the user experience and ensure your embedded dashboards are showing relevant information.

Preview Tableau Dashboards in Google Docs

One of the new features in version 2023.3 of Tableau is the ability to use Google smart chips within Google Docs to show a preview of a Tableau Cloud visualisation. What are Google smart chips? Google smart chips are a way to provide a preview to other content, such as appointments, contacts, maps and more.... Continue Reading →

Enhanced Highlight Actions

Highlight actions help focus the attention of your dashboard consumers on specific points of interest. Changing the shape of marks and/or making marks fully opaque amplifies that effect. This tip shows you how.

Tableau Outline Spatial Function

Version 2023.2 of Tableau adds two new spatial functions: OUTLINE and SHAPETYPE. This post introduces the OUTLINE function with a few example use cases including the use of set actions and map layers.

Dot Plots in Tableau

Dot plots are a space efficient way to compare values within one category split by a second category. This post introduces the chart type and provides an example use case.

Intersects Spatial Function

The new INTERSECTS() spatial function, introduced in 2022.4, makes it possible to determine if two spatial objects overlap without needing to perform a spatial join. This post walks through a few examples with points, polygons (buffers) and lines.

Dynamic Zone Visibility Dashboard

This post steps through my approach - and the calculations used - for creating a dashboard that shows different charts based on five different analysis scenarios by using the dynamic zone visibility feature.

Dynamic Zone Visibility

The new Dynamic Zone Visibility feature in version 2022.3 opens up a variety of possibilities for dynamically customising dashboards, showing or hiding charts, filters, images, text, containers and more based on calculations, parameters and the selections of marks.

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