Pop in filters with a dashboard action in Tableau

I have seen some articles and videos that display some very powerful user-interactions which display different sheets etc. I typically prefer to only show what is absolutely necessary on the dashboard, based on what the user has selected. I use a lot of dashboard actions and pop sheets into a container. Recently I was realizing that I'd really like to display some filters that apply to the secondary "hiding" sheet. I had seen this done using a parameter to select from various sheets to display. But I was only displaying one sheet with a dashboard action. For some reason, this was stumping me. I was probably over-complicating it. But yesterday, I figured it out finally, after several rounds of getting stuck.

Here are some helpful articles that I have found related to this topic:

I was able to successfully use a blank placeholder sheet, which collapses when a dashboard action is triggered. When that blank sheet collapses, then my filter and legend "slide in" from the side, where they were resting in the "off dashboard" area. I have noticed that if you hide a color legend title, the legend actually is hidden when all the data is excluded (e.g. in the case of excluding all data after a dashboard action is de-selected). So, if you just want a legend to show/hide, you could float that and call it a day. I am mostly interested in those items that do not disappear if no data is displayed - e.g. filters and parameters.

Check out my screenshots and annotations below. You can also click through to my Tableau Public workbook to see it in action or download to see my work.

Ultimately, I like to reduce the clutter on the dashboard as much as possible, so that the user can focus on what is relevant. I am excited to use some of these ideas to enhance the expierence for my dashboard consumers.

Here is what the finished dashboard looks like when the dashboard action is active. Click the image to view the dashboard on Tableau Public.

Here is what the finished dashboard looks like when the dashboard action is active. Click the image to view the dashboard on Tableau Public.


Here are the main steps to re-create

It's the little things, like reference lines

I am really enjoying FiveThirtyEight lately. All of their charts provide so much inspiration and creative energy. Not do they only ask interesting questions, but they make it look really good as well.

They posted a link to one of their projects which visualizes who is on track for each nomination. I have only briefly looked at the interactive nature of it, but this reference line stood out to me immediately on the front page.

I personally like the reference line and how each vertical line is connected by the horizontal. It's a minor aspect, but I find it to ... I'm not sure, maybe just creates less disruption to the eye.

Monday Makeover: Americans Have Too Little Savings

I included my makeover below which links to Tableau Public.

Some notes about my changes:
* No more pie chart. Pie charts are hard to truly compare data.
* No more stacked/side-by-side bars that are also hard to compare.
* I was in a "grey" mood and liked the gradient of using grey to display the range of values.

This published visualization is not 'perfect' by any means. "Perfect is the enemy of good", as they say. It's always a good excercise though to re-think a visualization. Practice makes (closer to) perfect.

Upgrading 'the 2015 Best and Worst Cities to Live in' Visualization

Dale Carnegie's Principle #1 is

Don't criticize, condemn, or complain.

So, rather than criticizing the visualization on this article, I want to highlight opportunities for improvement. This is my opinion and could be flat out wrong. But, I'm okay with that. I saw this article mentioned on Facebook today. I am usually drawn to datasets of rank like this, because they usually provide an easy opportunity to take that set and visualize it. (Though honestly, I have good intentions a lot of times and haven't actually created much of value ... yet!)

I annotated a couple things that stuck out to me when seeing this visualization.


I have some ideas for how this visualization could be improved, and I really hope to take a shot. This is my way of holding myself accountable. It would also provide good Tableau practice for me, since I haven't been using it as much since taking my new job.

Autosave Tableau on the Mac

Do you have ⌘S as part of your muscle memory when you're working on really important projects? I can't say that I've never had to re-do any work due to an app crashing on me, but I'm getting better.

Back when I started beta testing Tableau on the Mac last summer, it had some bugs and was crashing here and there. Then I realized I could fix it, since I wasn't using it on Windows anymore.

Enter, Keyboard Maestro(KM): one of the greatest apps on the Mac. (I love it and I don't utilize even half of its potential)

KM is a macro application that can run tasks on a time interval, fire off keyboard commands all from a basic pressing of keys, among many other things.

In my case, if I was working in Tableau (ie. If it's the active application), then I want my computer to automatically save it, every 10 minutes. And, I wanted proof that it was taking place. So, I created a macro for that. Here's what it looks like:

As you can see, it's pretty self- explanatory here. KM is literally pressing ⌘S for me to save my work.

As far as the log file goes: I use nvALT to keep all of my notes as text files. The file starts with 'qq' so it's easier to find. I can open it right now and see every timestamp on a line - pretty cool.

If you have KM or want to try it, you can download my macro here. I'd love to hear if this helps you. Let me know on Twitter @michaellynton.

Tableau 101

I held a very entry level training yesterday for some Tableau Desktop users in our organization. My ultimate desire is for people to get comfortable with it in a shorter period of time than it took myself. I mean, who wouldn't want to learn from someone a few steps ahead, rather than starting from scratch?

The challenge, is to cover the basics, without jumping to level 2 or 3 actions in Tableau. That's where I caused myself pain was by trying to do really advanced actions, but not understanding why Tableau was doing this or that.

One comment I received, as I was showing basic drag & drop visualizations of sums and timelines, was:

"... Can't I do this in Excel?"

Let that question be fuel for my fire. Yes, you can. But Tableau is so much more. Like I said, I want to help avoid pitfalls that I hit.

Anyway, here's an outline of the material I covered. I didn't want to overwhelm, but whet the appetite, and give people a foundation as they (hopefully) go back and try to do some work on their own.

Tableau Desktop 101


At your own pace

  • On-demand library
    • Be sure to watch the videos in the section 'Why is Tableau Doing That?'
  • Community Forums
  • 4 week Desktop starter kit

Future lessons

  • Calculations for beginners
  • Data blending exercises
  • Using parameters

Expanding Creative Potential at #Data14

Michael Lynton - working da-ta day.jpg

Yesterday I returned from Seattle and the Tableau Conference. I had a great week in a city that I have been eager to re-visit for the last 6 years. And I spent many hours getting trained, and hearing from masters in the space. Here are a few of my take-aways from the week.

Tableau's attention to detail was unparalleled

I noticed it the moment I walked into the convention center, with a grin on my face with the thought "It's finally here." As I walked in the doors, I immediately noticed the back side of the stairs decorated with Tableau colors for the conference. This is such a minor detail, but it really stuck out to me and showed that Tableau was serious about making the venue their own for the week.

I'm not the only one with "data crushes"

I thought I was the only one who gets nervous about meeting Tableau celebrities in real life. Well, I was mistaken. It's fun to see the conversation on Twitter and that others are just as excited (and nervous) to meet their heroes in real life.

The community is generous

I am blown away by how many people have already shared their presentations on their blogs, expanding on the content they shared in sessions. And by people who invite anyone to email them for help or feedback on a visualization. You don't get that kind of support and help from many products/software out there. I am even more confident that I made the right choice going with Tableau.

I have a lot to learn

I say this not to get down on myself. I mean it as an encouragement to myself that there is an opportunity to grow, learn, help people, and expand my skills which is always exciting. It's never fun to feel like you've maxed out your potential in anything. A couple areas that I plan to attack this next year are Table Calculations and the Extract API. I also plan on creating visualizations and posting them to Tableau Public, as a way to practice and get some feedback.

I bought a mattress at 1 a.m.

There we were, laying awake in bed at 1 a.m. just a couple of weeks ago. It was about the third night in a row that we just could not get to sleep at a decent hour. Now, we do live in Texas and it takes hours after the sun goes down to get our house down to a fair temperature. But these sleep problems were related to being uncomfortable as well as hot & stuffy.

This same day - either earlier in the day, or while my iPhone was entertaining my sleepless hours - I saw this article on Techcrunch which mentioned a new mattress company that received new funding. It sounded cool. But it didn't hit me until Mrs and I were laying there and she again mentioned that we should buy a new mattress. (Not to mention, our old mattress was passed on from family and about 15 years old. Yikes!!)

I nervously mentioned that "I read this article about a new company that manufactures and sells mattresses online." (You have to admit, that buying a mattress online which gets delivered in a box is kind of abnormal.) She immediately perked up and I pulled up the Casper website on my iPad. She was immediately sold. The thought of buying a new King mattress (at no risk) was a dream to her. I was not crazy about spending well over $1,000 for a new mattress, but this one I could get on board with, because it cost less than $1,000. Also, I get excited about 'disruptors' that are innovative and shaking things up in their respective industries.

We were this close to buying it at 1 a.m. from the comfort of the iPad, but we decided to wait until the morning to fully check this thing out. The next day, Mrs also came across Tuft & Needle which is a similar company that is also disrupting the mattress market. They sell online and also provide a hassle-free return policy. They were also very tempting, because their mattress was around $300 less, and there were some coupon codes floating around the web.

But then, I came across this post on Reddit and it sold me on Casper. You can read the thread, but basically it has a conversation with a rep from Casper who explains the differences between Casper and T&N. The major points are: * Casper uses memory foam and latex * Casper's top layer is latex, which provides for more breathability * Casper uses more dense foam

The breathability factor is what I kept coming back to. It's so easy to get hot at night and the thought of having a mattress that might provide even a bit of breathability was a big draw for us.

I ordered the mattress and it came about a week later. Naturally, they had an influx in orders so it took a couple of extra days to ship out. It arrived as expected in a box on our door step and we immediately unpacked it.

The whole unpacking was a breeze. They included a special cutter to cut away the tarp wrapping and then you pull rip another layer of plastic with your hands, as it gives out a nice "woooosh" sound and comes to life.

The mattress is firm, but not too firm. We can both move around on the bed and not disrupt the other. The morning after our first night on it, I had to drag myself out of bed because I was so comfortable. I had not felt like that in a long time!

When you need a new mattress, buy a Casper and you will sleep better - physically and financially. And when you are ready to buy, you can use this link to get $50 off!

My wife, doing the honors of unpacking the new Casper

My wife, doing the honors of unpacking the new Casper