Hello everyone. Time for a new series on VizNinja. I’m calling it Triple T – Tableau Top Tips.
This is where I list my favourite useful Tableau features. They may be well-known already, or maybe even not so – let me know if you find any of the tips helpful. I’m going to hopefully open this up to Alteryx also as I get more familiar with that tool.
I wasn’t going to post these as I thought that hey – everyone knows these as they’re so obvious and simple. And then the first person I spoke to about Revert to Saved had no idea it existed. So if you think these are all dead obvious then that’s cool, but someone out there might find them useful.
Tip 1 -“Revert to saved”
I’m a serial saver, so the Tableau & Alteryx not having autosave features isn’t a show stopper for me, although it would certainly be nice to have. I know it annoys many bloggers.
I am however, repeatedly going back to my saved workbook version. Using most applications you’d close the GUI and reload the file. With Tableau – just hit F12 and your workbook is back to the saved version.
Simple, but saves me a load of mouse clicks every day.
Tip 2 – Use the repository
Another great example of the attention to detail that Tableau show is the “My Tableau Repository” that I’m sure you’re all familiar with.
My tip here is make sure you use it properly. However tempting it may be to save that workbook anywhere in the repository, ensure you stick to the naming convention. Workbooks in the workbook directory, datasources in the datasources directory. Won’t be an issue immediately if you don’t but as your usage of the tool grows you’ll thank yourself for keeping things neat and tidy.
Tip 3 – Swap Rows & Columns
As simple as it sounds. Hit CTRL-W to swap your shelves around. Hit it again to revert.
Tip 4 – Tooltip Persistence
It really annoys me how tooltips disappear after approx 8 seconds or so. I use them all the time to provide context in meetings.
If you want the tooltip to hang around, then position your mouse over either one of the command buttons or one of the actions / links on the tooltip (if present). That will stop it from clearing. When you want it to go then just move the mouse away.
Not sure if it has been resolved in later versions. I know there was an enhancement request in.
Tip 5 – Cell Size Hotkeys
Don’t bother fiddling around with grabbing the edges of cells with your mouse. Use these hotkeys under the “Format” menu of Tableau desktop.
Ok that’s it for the first TTT. More to come later. Hit me with your TTT’s in the comments or @paulbanoub.