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TABLEAU TIPS AND TRICKS p arameters, Multiple Data Sources, Dual Axes, & More!

TABLEAU TIPS AND TRICKS p arameters, Multiple Data Sources, Dual Axes, & More!. Catherine Rivier catherine.rivier@gmail.com. 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!

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  1. TABLEAU TIPS AND TRICKSparameters, Multiple Data Sources, Dual Axes, & More! Catherine Rivier catherine.rivier@gmail.com January 24, 2013

  2. 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

  3. 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)

  4. 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

  5. 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)

  6. 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…

  7. 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…

  8. 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…

  9. 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

  10. 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!

  11. 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

  12. 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

  13. 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: catherine.rivier@gmail.com

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