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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Inspired by a post at Flowing Data, I present three visuals that demonstrate how the Physicians Committee for Responsible Medicine could improve the presentation of this vital information. I personally found it shocking that US agricultural subsidies were so small
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Which “green” activities are consumers performing in their everyday lives?
Activities that-
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Win a great trip to San Francisco to attend the Web 2.0 conference and be featured on the Tableau Public home page and Read Write Web! Enter the Tableau Visualization Contest!
No matter what happens, you will have your own copy of tableau public to use as long as you like, which includes free hosting of your content to share with the world on your web site!
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Stephen Few has has been an inspiration to us through the years. He has patiently prodded software companies to improve their tools for visual presentation of information, motivated by the sincere hope to improve the world we all live in.
At Freakalytics, we incorporate his content
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View and interact with the strategic customer sales and analyst exploratory dashboards below, both hosted by tableau public.
Read Eileen’s white paper, “Visual Management of Marketing Programs“, for detailed explanations on maximizing Marketing ROI with visual marketing dashboards.
For practical, tested in the trenches advice on creating great dashboards for marketing programs, view Stephen’s Dashboard Nirvana webinar.
In this case study, we used customer demographic and sales databases from a boutique winery in combination with Tableau Software
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Practical tips for quickly building and maintaining these data insight tools
Tuesday, March 2, 2010- 2:00 PM Eastern Time / 11:00 AM Pacific Time
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tableau public is now available! What’s not to love? Free web hosting of your visualization and a free desktop license of tableau public, based on the award-winning, rapid data visualization tools in Tableau Desktop and Tableau Server. With tableau public, you can learn the breadth of Tableau while sharing your insights with the world on any blog or web site.

Click here to read the details about this dashboard, from our blog post last June.
Embedding tableau public content is simple and quick. Your web site visitors will need NO software installation, since Tableau depends on native Ajax functionality used by sites like GMail. Although not officially supported in the current release, tableau public is viewable and functions interactively on the iPhone based on our simple tests!
On your Tableau journey, consider…
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Number 6
Waterfall chart examples with detailed instructions on creating them with your own data in Tableau
Waterfall Chart in Tableau and a Superior Alternative…
Number 5
Do your New Year’s resolutions have you wondering where your money goes? Here’s a snapshot of the average American and their spending habits
How the average American spends their income
Number 4
Trying to figure out how to share customer segmentation and lifetime value insights with your business team?
Customer Segmentation and Lifetime Value Analysis
Number 3
Where’s all that oil money going? Which countries are very dependent on oil imports? Which countries have so much oil their citizens will never need to work?
Visual Metrics to Inform: Petro-Wealth Importance by Region and Country
Number 2
A shocker at number 2 since this post is several years old, a testament to the popularity of SAS and the power of SAS Enterprise Guide,
The Joy of SAS Enterprise Guide
Number 1
And, the top blog post with props to Ellie Fields and Chris Stolte at Tableau for their strong editorial review and support, a 100 year dashboard of S&P stock returns and the historic investing environment S&P Composite Stock Market Returns Dashboard
Wishing all of you a happy, successful 2010! Thanks to our many customers and readers for all of your support! Finally, a special thanks to all of our friends at Tableau Software and SAS!
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Learn the hottest visual analysis tool and impress your friends, your professors, your drinking buddies and even your family with incredible visual analytics from Tableau! From great data presentations to data exploration to dashboards that wow your class, get all the features of Tableau Professional edition for $69 for 6 months or $99 for 12 months.
Consider picking up a copy of our book on Tableau to master Tableau in short order, just $39 on Amazon. Browse the Table of Contents and the 1st overview chapter here.
All the best in your data adventures!
Stephen McDaniel
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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

Bar Chart Spotlighting

This example was
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Announcing the availability of our first Tableau Training location in 2010- sunny, warm Orlando, FL! Topics include visual analysis for presentation, data exploration and dashboard design. Tableau Certification is also available. Read the details and find other upcoming locations in 2010 at http://www.Freakalytics.com/training.
Freakalytics also works with many leading organizations to present our highly-rated training on-site, see http://www.freakalytics.com/consulting. On-site training is a great value for teams of 5 or more people seeking to make the most of their investment in Tableau Software in short order!
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The 1st workbook walks you through building a standard Waterfall chart in Tableau. Waterfall charts are intended to show you how cash balances change over time based on transactions that either add to or subtract from the cash account of a business.
As this example demonstrates, many non-standard chart types can be created in Tableau using advanced features of the product. This chart type is a frequent request of students in our public and on-site Tableau training courses.

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“A Week in the Life of an Analyst Rock Star: Using Analytics to Dramatically Boost Bottom Lines”
You can download the examples discussed here (Adobe PDF file). Once you have the examples downloaded, click here to listen to the recorded webcast (download as an MP3 file).
The case studies and topics discussed on this webcast include:
- How a niche winery analysed it’s customer segmentation using the Customer Lifetime Value metric and dramatically increased it’s marketing ROI
- An oil and gas reserves case study that demonstrates the emerging value and impact of using analytics and powerful metrics visualisation in journalism
- How analytics reveals strategies for maximising the uptake in a community of “green practices”
WITH: Stacey Barr and Stephen McDaniel, co-founder of Freakalytics, LLC and author of “Rapid Graphs With Tableau Software” and “SAS for Dummies”. Stacey is “The Performance Measure Specialist” from “Down-Under” and is a recognized expert at how simple improvements in performance measurement can radically improve your business. Stacey was delightful to work with and I encourage you to visit her website for advice on making measurements powerful, easy and fun!
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