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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 Rivier [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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