Posted by Adam Jacobs

November 10, 2018

13:02

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Tableau Prep – The Fun, Fast, Effective Way to Clean and Prepare Your Data for Reporting

What is Tableau Prep? Tableau Prep is a desktop software tool that was introduced this summer. It’s a new offering in the Tableau Product family, joining Desktop, Server, Online and Reader. Tableau Prep is a separate software installation, with its own license key. With the new licensing of Tableau, everyone with Tableau Creator (which includes […]

Posted by Adam Jacobs

October 30, 2018

18:29

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RFM Analysis in Tableau

RFM (Recency, Frequency, Monetary) analysis is commonly used for customer segmentation, to split our users into types. For example, people who visit a website regularly but don’t buy much would be a high “frequency” but a low “monetary” visitor. This analysis is especially common in retail where we want to create a view of our […]

Posted by Adam Jacobs

August 24, 2018

13:22

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Tableau’s New Killer Mapping Feature – Spatial Join

  Points and Polygons – together at least. But how? Read on… Tableau has made amazing progress on spatial data over the past year or two. In Tableau 9.2, we got the ability to add new maps through Mapbox, which opened up a world of more detailed and creative backgrounds like satellite or live traffic. […]

Posted by Adam Jacobs

July 16, 2018

00:52

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The 7 Reasons BI Projects Fail

Seemingly every week, there’s a story of an epic failure of a well-intentioned IT project. The company, or government, or charity set out to make changes and incorporate modern technology. They ended up wasting gobs of money and having nothing to show for it. Some stories can be truly mind-boggling, like the US Veterans Administration […]

Posted by Adam Jacobs

June 7, 2018

10:55

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5 Pointers for Excel Users Who are Learning Tableau

For years, most of us have been using Excel for data analysis and are now ready to take advantage of the live visual analytics offered by Tableau. Tableau is well worth learning whether it’s for the ability to explore data and get insights quickly, for its automation functionality, for its sharing and collaboration capability, or […]

Posted by Adam Jacobs

January 15, 2018

11:26

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Tableau Master Challenge #4

Many Tableau users are familiar with measure swapping, an approach to allow increased dashboard flexibility. Users can select metrics as if they were dimensions of the data, when the metrics are in fact columns in a data source. This is achieved with a combination of text parameters in a list, and calculated fields using the […]

Posted by Adam Jacobs

October 16, 2017

14:20

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New Mapping Features in Tableau 10.4

Last month, Tableau announced another major release, version 10.4. While there are several exciting new features relating to accessibility, dashboard design and Denodo, I’d like to highlight a big step forward in Tableau’s mapping capabilities. Although Tableau is not a full-fledged Geographic Information Systems (GIS) tool, we use its mapping features constantly at Unilytics in […]

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