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Tableau Tips: Synchronizing Multiple Data Sources in a Tableau Dashboard

The setup
You have connected to more than one data source in your Tableau workbook, for example, your sales database in Oracle and a customer call database in SQL Server.  Tableau seamlessly allows you to connect to multiple data sources in one workbook.  Views developed from both data sources can be placed in a single dashboard.

However, if you try to use global filters or quick filters to synchronize the two data sources, you will find that it isn’t possible; only one data source can be linked to either.  In fact, the term “Global” filter in Tableau can be confounding, since it is only global to views using the current data source.  Global filters will not work with other data sources even if the data items have the same name!

The solution
As of Tableau 5.0 (released in 2009), a new feature

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Spotlighting Example in Tableau

This workbook is an example of spotlighting in Tableau. Spotlighting involves applying user rules about data values to spot certain outcomes. With Tableau it is simple to apply basic to complex rules for spotlighting. This is beyond the standard highlighting capabilities available by placing measures on the color shelf.

As this example demonstrates, fairly complex rules can be used in Tableau to control spotlighting in simple calculated fields. Comments appear on the captions in each view (bottom of each view area in the Tableau workbook.)

Text Table Spotlighting
Spotlighting1

Bar Chart Spotlighting
Spotlighting2

This example was

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Stephen Few’s latest book, “Now you see it”

Stephen’s latest book is a brilliant interplay of simple to advanced statistical concepts with powerful visual equivalents and methods. It offers wonderful guidance with great examples around visualizing time series, correlations and multivariate analysis problems. It will have a major impact for many years to come in changing how business analysts work, think and improve their companies!

A friend of mine recently asked “… are statisticians becoming irrelevant” (hey, that’s me!) with the advent of advanced visualization tools like Tableau. I think the answer is yes and no. New tools like Tableau combined with methods expounded by Stephen will allow daily business questions to be answered rapidly. This should allow the statisticians to focus on tackling very high value problems where even a 1% improvement in the outcome is a huge win.

I have personally found that combining my work in data mining with beautiful stories about the results (created with Tableau) is truly impressive and informative for guiding decision-makers. Business decision-makers gain the advantages offered by advanced data mining algorithms such as decision trees, logistic regression and neural networks to identify primary predictive patterns and variables. The analyst can then clearly explain the results with compelling visuals to easily convey the findings and recommendations.

I think Stephen’s latest book will become the “gold” standard for data exploration books to follow. If you need the next step past “Show Me the Numbers“, this is it! BTW- it is even better than “Show Me the Numbers“, which is indeed very impressive. I plan to incorporate some of this book into my advanced Tableau course, “Data Exploration and Elegant Dashboards with Tableau”.

Cross-posted comment at Tableau Blog.

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Data Presentation Principles Part 1- Poor presentation of data

Why don’t you just show me the numbers?

  • Poor presentation of data can make informative interpretation difficult or even impossible.
  • We spend years diagramming sentences & solving equations but have minimal exposure to telling stories with data!
  • The ability to explore, understand and utilize real-world data is a rare skill that can dramatically improve your organization and career.

Sample revenue data from a university

College Quarter Total Revenue Tuition Research Plan Revenue
Arts 2009-01 $5,510,268 $5,230,198 $280,070 $6,000,000
Design 2009-01 $703,770 $408,762 $295,008 $680,000
Engineering 2009-01 $25,139,083 $6,201,932 $18,937,151 $26,800,000
Sciences 2009-01 $4,439,991 $2,159,010 $2,280,981 $4,400,000

A prickly example – Excel chart defaults

Excel defaults are looking sharp, yet uninformative.

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Effectively Communicating Survey Data

Effectively Communicating Survey Data: Beyond Text Tables and Pie Charts

A review of an article from Investor’s Business Daily and recommended improvements is covered in this presentation.  The topic of the article is “Obama Terrorism Grade”, a summary of a survey conducted in early April, 2009 by Technometrica Market Intelligence.

The Results are summarized three ways in the article:
- Overall for all respondents
- By political party
- By ideology

Two presentation methods are used:
- Pie chart
- Two text tables

Weaknesses of the chosen presentation method are covered and recommended improvements are shown.

Sample from presentation:

The presentation is available here in Adobe PDF format.

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