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TABLEAU TIPS AND TRICKS p arameters, Multiple Data Sources, Dual Axes, & More!. Catherine Rivier [email protected] January 24, 2013. The Data – brief overview. Data Sources: NFL All Pros – List of all players named to the All Pro team P er player, per year - 2010-2011

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Tableau tips and tricks p arameters multiple data sources dual axes more

TABLEAU TIPS AND TRICKSparameters, Multiple Data Sources, Dual Axes, & More!

Catherine [email protected]

January 24, 2013


The data brief overview

The Data – brief overview

Data Sources:

  • NFL All Pros – List of all players named to the All Pro team

    • Per player, per year - 2010-2011

  • NFL Pro Bowl Selections – List of all players named to the Pro Bowl

    • Per player, per year - 2010-2011

  • NFL Player Category Leaders – List of all players in top 10 of any of 76 categories (yards from scrimmage, punts, fumbles, etc.), by year

    • Per player, per year - 2010-2012

  • NFL Final Record Stats – Final stats (games won, points allowed, quality score), by year

    • Per team, per year - 2010-2012

  • NFL Full Game Stats – Final stats (yards gained, points allowed, turnovers), by individual game

    • Per team, per game week – 2010-2012

  • NFL Play by Play Stats – List of every play in the NFL

    • Per play (per game, per team), per game week – 2010-2012


  • Linking data ideal in multi data connection environments

    Linking Data (ideal in multi-data connection environments)

    Rules:

    • Always give your linking fields the same name (will automatically link then – do not deal with custom!)

    • Always make sure (and continue to make sure) all linking fields have exactly the same values in each

      • Make copy, use trim functions, use same date type, etc.

      • Call them Link_ to keep them separate from other variables

    LINK-TeamAbbrev

    CASE [Team]

    WHEN 'GNB' THEN 'GB'

    WHEN 'KAN' THEN 'KC'

    WHEN 'NWE' THEN 'NE'

    WHEN 'NOR' THEN 'NO'

    WHEN 'SDG' THEN 'SD'

    WHEN 'SFO' THEN 'SF'

    ….

    END

    LINK-TeamName

    CASE [LINK-TeamAbbrev]

    WHEN 'ARI' THEN

    'Arizona Cardinals'

    WHEN 'ATL' THEN

    'Atlanta Falcons'

    WHEN 'BAL' THEN

    'Baltimore Ravens'

    WHEN 'BUF' THEN

    'Buffalo Bills‘

    ….

    END

    LINK-Division

    CASE [LINK-TeamAbbrev]

    WHEN 'ARI' THEN 'NFC West'

    WHEN 'ATL' THEN 'NFC South'

    WHEN 'BAL' THEN 'AFC North‘

    ….

    END

    LINK-LocationState

    CASE [LINK-TeamAbbrev]

    WHEN 'ARI' THEN 'AZ'

    WHEN 'ATL' THEN 'GA'

    ….

    END

    LINK-LocationZipcode

    CASE [LINK-TeamAbbrev]

    WHEN 'ARI' THEN '85305'

    WHEN 'ATL' THEN '30313'

    ….

    END

    LINK-Conference

    left([LINK-Division],3)

    Also:YearDate (datepart Year of the NFL Season)

    WeekDate (start of the week of that NFL game – where applicable)

    Date (date that game was scheduled – where applicable)


    Linking data why are the same names so important

    Linking Data – why are the same names so important?

    Check your Relationships – all variables of the same name will automatically show up!

    In general, avoid Custom links – they can be unreliable, and you’ll lose the automatic connections of fields with the same name


    Parameters will filter across all datasets

    • Pros

    • Cons

    Parameters will Filter Across All Datasets

    • With my data sources set, I want to build several giant dashboards with many views

      • I want to be able to filter all views on the page with a single selection

      • I don’t want these filters to affect other worksheets linked to that data source (as with a universal filter)

      • I want them to be fast and easy for an end user to pick up

    • But what about Actions? Parameters Pros and Cons vs Actions:

    • SPEED: Parameters much faster to load (speed test: 10 secsto load parameter dashboard, ~30 for action)

    • MULTIPLE SELECTIONS: Multiple selections can be difficult with Parameters (must define all beforehand)

    • USER FRIENDLINESS: Clearer instructions to end user (pick from drop down), easy to select None, All

    • UPDATING: can link Actions to a field in a data source, so can continually update with new data

    • UPDATING: Update manually in list (if 2 sources have different missing data, ideal)


    Parameters 3 steps

    Parameters: 3 Steps

    • Parameters as Filters: 3 parts

      • The Parameter itself

      • Linking Variable: A calculated field that links the data to that parameter(s)

      • That Linking Variable in a filter

    4.Then show Parameter Control(s) to manipulate…


    Division parameter

    Division Parameter

    • Parameters as Filters: 3 parts

      • The Parameter itself

    • Linking Variable: A calculated field that links the data to that parameter(s)

    Multiple Selections here with AFC and NFC options

    • That Linking Variable in a filter (on sheets to be used)

    4.Then show Parameter Control to manipulate…


    Year parameter

    Year Parameter

    • Parameters as Filters: 3 parts

      • The Parameter itself

    • Linking Variable: A calculated field that links the data to that parameter(s)

    • That Linking Variable in a filter (on sheets to be used)

    Non-existent date becomes “All” selection

    4.Then show Parameter Control to manipulate…


    Date week range parameter

    Date (Week) Range Parameter

    • Linking Variable: A calculated field that links the data to that parameter(s)

    • Parameters as Filters: 3 parts

      • The Parameter(s) itself

    2 identical Parameters in this case: Range Start and Range End

    Sets value by both parameters

    • That Linking Variable in a filter (on sheets to be used)

    4.Then show Parameter Control(s) to manipulate…

    Show Both Controls


    Parameters final notes

    Parameters - Final Notes

    • Each data source, sheet you want controlled by a parameter must have:

      • The Linking Variable

      • That Linking Variable in a filter

  • The Parameter will be the same value across the entire workbook

    • You can use it differently on any page, but value is the same

    • Make identical copies if you require different values

  • Parameters can be used like a normal variable

    • In Rows or Columns, in Calculated Fields, etc.

    • Multiple parameters can be used concurrently

  • Test your results!


  • Dynamic disappearing dashboards

    Dynamic / Disappearing Dashboards

    • Use Parameters or Actions

    • Pieces needed

      • Remember your selection to “remove” one must result in absolutely NO data (not even nulls) in that data source

      • Make sure your views are in the same layout container (use borders when you set it up)

      • Remember Titles do not disappear

    • Fit Full View (or Height in vertical container, Width in Horizontal container)

      • Uncheck “Fixed Height” or “Fixed Width”

      • Maps do not expand horizontally, only vertically


    Fun with dual axes

    Fun With Dual Axes

    • Dual Axes can be used for far more than just their intended purpose

      • Multiple lines/values on each

      • Getting the labels you want

      • Duplicating your data source


    For more information

    For More Information…

    • Tableau official forums and ideas:

      http://community.tableausoftware.com/community/forums

      http://community.tableausoftware.com/community/ideas

    • A few of my favorite outside blogs:

      http://dataintuition.blogspot.com/

      http://www.interworks.com/blog/channel/business-intelligence

      http://www.clearlyandsimply.com/clearly_and_simply/

      http://www.perceptualedge.com/blog/

    • And my data sources:

      http://www.advancednflstats.com/

      http://www.pro-football-reference.com/

      And you can always reach out to me: [email protected]


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