June 30, 2024
How to Rank & Filter the Top 5 in Tableau in Under 60 Seconds!
June 28, 2024
How to Replace a Datasource & Fields in Tableau
Need to change a datasource but don't want to rebuild the workbook? Has a field name changed?
It can be a real pain to update each sheet in a workbook one by one.
Conveniently, Tableau allows you to change the entire datasource with the "Replace Datasource" option.
Or, if you only need to change a field, Tableau has an option called "Replace References" that allows you to swap one field out for another all in one shot.
In this example, I take you through the whole process.
You could also apply this method when you simply want to swap out all existences of one field for another.
For example, you want to change all used of Order Date to Ship Date.
Easy peasy!
June 25, 2024
How to Create a 9-Box Matrix in Tableau
In this video, I show you how to build a 9-box matrix.
These are commonly used in talent management and HR to map a company's workforce along two dimensions, potential and performance.
Each of these two dimensions is split up into three categories, low, medium, and high, depending on the score.
For each employee performance is then plotted horizontally and potential is plotted vertically. From there, we summarize the number of employees that fall within each box.