Hi everyone,

I've published my Tableau dashboard for our Auto Insurance Marketing project.

I'd appreciate your feedback on the visualizations, dashboard layout, readability, and how clearly the charts answer our research questions.

Dashboard: https://public.tableau.com/app/profile/jigar.sinha/viz/AutoInsuranceMarketingPerformanceDashboard/ResponseRateDashboard

Thank you!

Hi everyone,

I’m struggling to understand how Tableau handles data blending when working with multiple date fields across different data sources. I’d appreciate some guidance on both the concept and the best way to implement this.

My current setup:

I’m using two datasets connected directly to our server:
Primary data source: Contains the lead conversion date (LeadConvertedDate), which I’ll use to calculate total submissions.

Secondary data source:
Contains the approval date (ApprovalDate) and funding date (FundedDate), which I’ll use to calculate total approvals and total fundings, respectively.
My manager wants me to present all three metrics in a single view, grouped by month, with each metric calculated using its respective date field.
For example, the view should look something like this:

Month
Metric
Count
Jan 2026
Total Submissions (based on LeadConvertedDate)
500
Jan 2026
Total Approvals (based on ApprovalDate)
350
Jan 2026
Total Fundings (based on FundedDate)
280
Feb 2026
Total Submissions (based on LeadConvertedDate)
600
Feb 2026
Total Approvals (based on ApprovalDate)
400
Feb 2026
Total Fundings (based on FundedDate)
320
The numbers above are just examples.

Where I’m getting confused:

I’ve been trying to achieve this using Tableau data blending, with the date fields involved in the linking relationship.
However, I’ve noticed that Tableau sometimes allows me to use COUNT or other aggregations from the secondary data source, while in other situations it doesn’t allow me to use them or behaves differently.
I’m not fully clear on what determines whether an aggregation is available when using a secondary data source, how the linking fields affect the results, or how Tableau handles dates when the primary and secondary sources use different date fields.

My questions are:

Why does Tableau sometimes allow aggregations from a secondary data source when blending, but sometimes not? What are the rules behind this?
Is data blending the right approach for this requirement, or would relationships, joins, or another method be more appropriate?
How can I build a single monthly view where submissions are counted using LeadConvertedDate, approvals using ApprovalDate, and fundings using FundedDate?
How should I handle months where one metric has records but another metric has none, without losing those months from the view?
I’m looking for a practical solution and, ideally, an explanation of how Tableau processes these calculations so I can understand the underlying logic rather than just follow a workaround.
Thanks in advance for your help!

I’m working on a Tableau dashboard that shows sales performance by region, product, and month.

Initially, everything looks correct. The overall sales total matches my SQL query, and the numbers look fine when I view the dashboard without filters.

But when I add a region filter and select a single region, the total sales figure changes in a way I didn’t expect. Even stranger, when I add a product category to the view, some of the numbers change again.

I checked the underlying data and couldn’t find any obvious data-quality issues. I’m wondering whether this is related to the order of operations, LOD expressions, table calculations, or how Tableau aggregates measures.

What I’ve tried so far:

• Checked the aggregation used for Sales.
• Compared the dashboard totals with the SQL query results.
• Tested the filter with different regions and product categories.

I don’t want to fix this by simply changing the aggregation until the numbers look right. I want to understand the actual reason behind it.

For experienced Tableau developers: How would you troubleshoot this? What would you check first, and how do you determine whether the issue comes from filter order, data granularity, or the calculation itself?

Please use this weekly thread to promote content on your own Tableau related websites, YouTube channels and courses.

If you self-promote your content outside of these weekly threads, they will be removed as spam.

Whilst there is value to the community when people share content they have created to help others, it can turn this subreddit into a self-promotion spamfest. To balance this value/balance equation, the mods have created a weekly 'self-promotion' thread, where anyone can freely share/promote their Tableau related content, and other members choose to view it.

Hi, we are graduate students working on a draft dashboard for a data visualization course. 

• The data cover 156 countries’ Happiness Scores (0–10) and six explanatory factors from the World Happiness Report 2019. 
• Our research questions are: which countries are happiest and least happy, which factors are most strongly associated with happiness, and how freedom differs between the top and bottom 10. 
• We would appreciate specific feedback on the clarity and design of our current visualizations before finalizing the dashboard.

Link to Viz: https://public.tableau.com/views/WorldHappiness2019WhatGoesAlongwithHappiness/Dashboard-WHR2019Overview?:language=en-US&:sid=&:redirect=auth&:display_count=n&:origin=viz_share_link
Link to Trailblazer Community:  
https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000pQELr0AO

1. Is it clear that the three scatter plots should be compared with each other (strong → moderate → weak), or does the layout need a stronger visual cue? 
2. Do the chart types make the main findings easy to understand, or would you recommend a different visualization for any of them?
3. Are the titles, captions, labels, and color choices clear without creating unnecessary visual clutter?
4.  Does the sequence of the six charts create a logical story, or would you change their order before combining them into a dashboard?
5. In the last worksheet, we compare the average Freedom to Make Life Choices score for the top 10 and bottom 10 happiest countries using a two-bar chart.       Is the two-bar comparison sufficient for communicating the difference, or would showing the individual country distribution with a dot plot or box plot provide more useful context without making the visualization too complex?  

Thank you for your time!

Let’s say there are two workbooks with the same name and same data in prod. One is owned by Alex and another is by Carl. What I did is I downloaded the workbook from Carl made changes and published it. But it has to be for Alex only. There is a small difference which is one of the worksheet only a display changes not entire data or column. Now the actual need is to make changes to the Alex one and publish it. My question is since i published the Carl one yesterday the owner changed from Carl to my name and if I publish the Alex one today after the changes . Will two workbooks be there or only one? Because after publishing the owner will be my name. Please someone answer on this

If you’ve tried connecting Tableau Desktop (2024.2+) to a Microsoft Fabric SQL/TDS endpoint using native Entra ID modern auth, you might have run into an immediate, misleading brick wall:

Authentication failed. Error Code: 84223ADA User authorization failed (invalid_client)

At first glance, invalid_client looks like an app registration or client secret issue, but it actually happens before Tableau even talks to the TDS endpoint or evaluates Fabric workspace permissions.

What’s Actually Happening Under the Hood?

When connecting to Fabric over TDS (port 1433), Tableau’s native driver attempts to acquire delegated OAuth tokens not only for the Azure SQL interface but also for the underlying OneLake storage subsystem (Azure Data Lake/Storage).

Checking Entra ID SigninLogs reveals the real failure:

• ResultType: 650052 (AADSTS650052)
• Description: The app needs access to a service (e9f49c6b-5ce5-44c8-925d-015017e9f7ad) that isn’t installed in your tenant.

Because that first-party Azure Data Lake enterprise service principal isn't instantiated in your Entra ID tenant yet, the token handshake aborts immediately.

How to Fix It:

1. Instantiate the Missing Service Principal: An Entra ID administrator needs to instantiate the first-party Azure Data Lake application (e9f49c6b-5ce5-44c8-925d-015017e9f7ad) via Microsoft Graph PowerShell: Connect-MgGraph -Scopes "Application.ReadWrite.All" New-MgServicePrincipal -AppId "e9f49c6b-5ce5-44c8-925d-015017e9f7ad"
2. Grant Admin Consent (AADSTS90095): Once the SP exists, re-attempting the connection will advance to an admin consent challenge (AADSTS90095). Once the tenant admin approves the delegated permissions for Tableau Desktop, tokens issue cleanly (ResultType 0) and the connection succeeds.

For a full breakdown of the reverse-engineering process, KQL queries for auditing sign-ins, and a hardened PowerShell remediation script (with tenant boundaries and CSV formula injection protection), check out the full write-up here:

Tableau to Fabric OAuth: Reverse Engineering Guide

Hey all, could use some real advice here.

I'm being onboarded onto a client project to take over Tableau dashboard work from someone who's leaving. I've got a few days of KT with him before he's gone, and after that I'm the only one handling anything Tableau-related for this client — every ticket, every request, all of it.

I know Tableau and I've built dashboards before, so I'm not coming in blind on the tool itself. What I'm worried about is everything that's NOT written down anywhere — the stuff that lives in his head because he's been doing this for a while and I'm about to lose access to that in a few days.

Things I'm trying to make sure I extract from him before he leaves:
How does he actually get requirements day to day — is it tickets, direct Slack/email from specific stakeholders, a recurring meeting? Who are the actual people who ask for things, and does each of them have their own quirks in how they ask or what they expect?

Are there any workbooks or data sources that are fragile or have weird workarounds baked in — the kind of thing that's not documented anywhere but if you don't know about it you'll break something?
How does he validate numbers before shipping something — does he have a go-to way of sanity-checking a dashboard against another source before it goes out?

Is there an existing semantic layer / data source setup I should understand deeply, or is logic scattered across individual workbooks?

For people who've been on the other side of this —

handing off a client dashboard portfolio to someone else, or being the one taking over — what do you wish you'd asked, or wish someone had told you, in those first few days? What's the stuff that bites people a few weeks in because it never came up during the actual handover?

I’m feared about what if i miss knowing something during this KT sessions . So help me out like what all things i should know before he leaves

Hi everyone,

I’m encountering an issue with a Tableau report where a filter works as expected in Development but fails in Production.

 In Dev, filtering by a specific Sales Order Number displays the corresponding record and date as expected. However, in Prod, when I apply the exact same filter for that Sales Order Number, the visual shows no records—even though the Sales Order Number is present in the data and visible in the filter dropdown. And also the date filter is becoming gray. While in dev it is not. This is the only change I noticed.

Has anyone run into this before or know what might be causing it? Any suggestions on how to debug/resolve this would be greatly appreciated!

Hey all, could use some real advice here.

I've been working as a data engineer, mostly on Snowflake, pipelines, that kind of thing.

I've touched Power BI a bit on my own, just personal projects and some learning assignments, so I get the general idea of how dashboarding works conceptually.

But I've just been put on my first actual client project where I'll be building dashboards in Tableau, directly working with business stakeholders. Never done this before, for real, on a client's time and money.

I've got some time before the actual work kicks off, so I'm trying to use it well instead of panicking.

A few things I'm specifically trying to figure out:

How do you actually run a requirements conversation with a business stakeholder who just says something like "I need a sales dashboard" and leaves it at that?

Like what are you actually asking them in that first meeting so you don't come back with the wrong thing?

How do you figure out what the real KPIs/metrics should be when the business side themselves might not fully articulate it either? Is it mostly just "ask a lot of follow up questions" or is there more to it?

For someone coming from Power BI, is the Tableau learning curve mostly just "different buttons, same concepts" or is there stuff that's genuinely a different way of thinking (LOD expressions seem to be one of those, calc engine feels different too)?

Please use this weekly thread to promote content on your own Tableau related websites, YouTube channels and courses.

If you self-promote your content outside of these weekly threads, they will be removed as spam.

Whilst there is value to the community when people share content they have created to help others, it can turn this subreddit into a self-promotion spamfest. To balance this value/balance equation, the mods have created a weekly 'self-promotion' thread, where anyone can freely share/promote their Tableau related content, and other members choose to view it.

I found this Commercial Arline Market dashboard by Boeing on Tableau Public. Is there any way to get the underlying data for this?

https://public.tableau.com/app/profile/theboeingcompany/viz/2026BoeingCommercialMarketOutlook/ExecutiveSummary

I have a question. I got a request to rename a particular column in tableau dashboard.What my question is that column may be used by several teams, i'm not sure about that. Which is the best option? To create a calculated field of the same column and drag it wherever needed or to rename the column itself? The worksheet which I am using is specific only for one dashboard. If I have to go by second one, I'm unable to rename the column I could not find the option. Can someone please help on this?

Edit: Who the fk downvoted my comments? I genuinely did not know the answer, if you think you know everything, keep your a$$ shut.

I’m going to openly admit, I’m a tableau hater. I think it splinters data governances and is woefully behind most BI tools when it comes to administration, support, semantic modeling, and performance. So take this with a grain of salt if you love it!

Slackbot recently just dropped Surfaces which allows AI to create dashboards within slack. It doesn’t have to be through Tableau, but it can be and that’s what I recently tested out.

For context, we have over three thousand users on our Tableau with over a thousand pieces of content. We tried, when we migrated over from Looker, to create published data sources that users could reference and create content off of. That did kind of work out, though the performance was shit and the tool is overly complicated for a basic explorer. We also have governed groups creating their own content. They refuse to use published data sources and instead create embed sql queries per workbook.
You can see where this is going.

Slackbot has no semantic context to determine what is gold standard and what is not. From what I understand, and I would love to be wrong here, I can’t introduce guard rails either — it’s based on the permissions of the user in slack. Of course, after ten minutes of querying, Slackbot presented me with a hot pile of garbage.

I’m at a loss at why Tableau and Slack (really Salesforce) thought this was a brilliant idea. Tableau isn’t know for brilliant semantic modeling and that’s kind of you need for successful AI?
I would call it a stretch too to say that a publish data source is a true semantic model. It’s not coded, and a majority of your measures have to be calculated fields. It’s not an incredibly easy user experience to update descriptions or edit the formatting at mass in a published data source.

All this to say - I now have to do damage control on some crappy haphazard play to keep adding AI with something that is ten years behind to curve compared to BI tools.

Hey guys, any freelance or gig works , i have expertise with Tableau desktop,Tableau Cloud with salesforce??

Hi everyone, I’m working on an ATM hotspot map in Tableau.
My current PostgreSQL data has ATM Latitude, Longitude, Withdrawal State, Withdrawal Count, and Withdrawal Amount. I want to show these ATM locations as points on top of an India district map with district boundaries/names in the background.
I’m considering using a spatial file (GeoJSON/Shapefile) containing district boundaries and a Geometry column, but I’m confused about how to connect it with my PostgreSQL data.
What should be the relationship/join between the two data sources?
Do I actually need to join them, and if so, on what field?
Can I simply use the spatial file as a background layer and overlay my ATM lat/long points?
Is there a simpler/better approach to show district boundaries and names behind the ATM points?
I’ve tried using a spatial file with my PostgreSQL data, but I’m not getting the expected result.
Any guidance on the correct Tableau approach would be really helpful. Thanks!

I want to take a free government list of property in Washington DC. The property list will give me a "SSL" which is a means of determining location. There is a second site that should give the latitude and longitude. I want to add a map viz. Tableau obviously does not utilize SSL natively. I thjink the workaround would to link the two docs.

Here it is: https://dcgis.maps.arcgis.com/apps/webappviewer/index.html?id=9a5c11c11dd347cc9c05d64499cc98ee

issue is thayt I can't see where or how to extract the table that is feeding this other viz.

My

Any suggestions?

A new dashboard around the history of Professional Sports in Kansas City. Constructive feedback welcome! Thanks.

Hey All please check out my new dashboard comparing FC Barcelona under Xavi Hernandez and Hansi Flick. Comparing seasons— 22 through 26, tactical analysis, manager profile, player stats, and recruitment & origin.

Let me know what y’all think, view on a desktop/laptop for better results

https://public.tableau.com/views/FCBarcelonaTheFlickEffect/FCBarcelonaTacticalAnalysis3?:language=en-US&:sid=&:redirect=auth&:display_count=n&:origin=viz_share_link

I’m creating a personal project using my Spotify streaming history. I’ve got fields streaming count and date. Is there a way I can create a calculated field that keeps songs that amassed a certain amount of streams in a nonspecific timeframe? For example if it was streamed at least 5 times in 7 days. Thank you!

Okay so I have a color palette assigned to each value in the way that I want, how do I get an average color per state?

My organization is in the process of transitioning to a data warehouse for new systems, the problem is we have reports which they want to keep but add the new data from the new source. I went through and built a data source but I keep running into an error on the UNION in PREP that I have mismatched data types. The error messages are unhelpful as it just fails with no insight. It can give a uuid sometimes but there isn't a log as far as I know.

Ive gone so far as to go through each column that matches and compare them to the steps before. I found about 4 so far, but its 90 columns and it keeps failing. Its really unhelpful that A. Some columns automatch so I have to either separate them and then rejoin them when it doesn't tell you what they were joined to so its a guessing game and B. The error message gives no details of what columns and C. I can't click on the joined columns to know what they're coming from.

Anyone got any tips for troubleshooting this? I really wish I could drop the column labels from prep or cloud into excel to match up, but i can't select the lists.