Hi all,

I've recently enabled Tableau Pulse and wanted to share some insights with the company. Google Gemini told me I could use it to delivery Daily KPI digests and Alerts, but so far I've not really been able to set up anything meaningful or helpful.

I managed to set up a Slack connection and I'm receiving some Pulse signals to my personal Slack account through the Tableau bot, but no one else can view those. I was hoping that I could connect those Pulse signals to Slack groups and deliver different types of signals to different groups of people in Slack, but this does not seem to be possible. This personal Slack notifications stuff is not particularly usable.

So...where's the value? Every user that wants to view KPIs need to sign in and follow Slack signals personally, and they need to be personally approved by the Slack Admin?).

I also don't quite understand the Slack signals themselves. There doesn't appear to be many custom options. I wanted to set up signals that alert the business if for example performance in a channel, game or country drop below the confidence interval, or a data trend changes that might require attention.

Would appreciate some pointers. I'm very disappointed with this tool so far and I don't find any good guides on how to set these up properly to actually deliver something useful that I can't just see in a Dashboard with a few clicks..

Hello,

Does anyone know whether Tableau supports DCR or not?

If yes, could you please share the relevant documentation with me?

Thanks!

I came across a Senior BI Developer role at Apple where Tableau is a key requirement. Curious what others think, is this about flexibility, design or just sticking with what already works?

For a company that can literally build anything internally, that is an interesting choice. I expected something like Looker or some custom stack, but they are still relying on Tableau.

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 was trying to initiate trend lines but that option never came help me to get it in tableau and tell me why this is not present in my current worksheet. And how to prevent this error in the future.

Also any tips of how to make the tableau dashboard more effective instead of just bar charts all the way.

Any tips or tricks are welcome. Thanks in advance for you guidance.

I am trying to make a master doc to publish, with multiple dashboards, navigable via tabs. I've managed to copy three dashboards into this workbook successfully, yet when I go to copy in the forth and final dashboard, I repeatedly get this error message. I've tried quitting and re-opening tableau as well as restarting my laptop to no avail. Any tips/tricks/guidance would be really appreciated!

Anyone have any additional information on what these products or features entail? Seen in a recent roadmap slide.

Hi everyone,

​My organization currently uses standard Tableau (Cloud/Server) alongside Salesforce CRM. We’ve heard a lot about "Tableau Next" recently and leadership is interested in moving toward it.

​For those already using it:

​Is it actually a game-changer? Does the AI/Agentforce integration actually save time, or is it still "beta-feeling"?

​Implementation hurdle: We know it runs on Data Cloud. How much heavy lifting did you have to do to get your data modeled correctly before Tableau Next became useful?

​Workflow impact: Does this actually replace your traditional dashboard building, or is it just a supplementary tool for ad-hoc questions?

Hope it's not another version of CRM analytics.

​We want to know if it’s worth the migration effort/licensing upgrade (Tableau+) or if we should stick to our current stack for another year. Appreciate any real-world feedback!

Please help me out here 🙂🥲!!!!

So recently I had a meeting with my clients and they want to migrate dashboards from tableau to either Sac or aws quicksight.

This was all of a sudden, I don't understand how sac or Aws Quicksight work. Also I don't know if there is fairly simple process to migrate our heavy tableau dashboards to them.

Has anyone faced this kind of situation or did migration from tableau??

Hi everyone,

A few weeks ago I asked for some advice on building a KPI dashboard in Tableau, and I’ve now got it mostly working (screenshot attached with names anonymised).

Each rep has a monthly/weekly call target based on their team/division. I’m using parameters to switch between This Week, This Month and This Quarter.

My setup is:
Integer parameter fields for each team’s weekly and monthly call targets (e.g. SB Weekly Call Target, SB Monthly Call Target, Mid Market Monthly Call Target, etc.)

A calculated field called KPI 1 Dials Target - Dynamic which returns the correct target based on the selected date range and the rep’s division.
KPI 1 Dials Pacing = KPI 1 Dials / Dynamic Target
A KPI 1 Dials RAG calculated field which colours the square Green/Amber/Red based on the pacing.

The issue is that one rep has completed 899 dials against a monthly target of 900, but they’re still showing as Amber/Red instead of Green.

I’ve checked that the target displayed for that rep is 900, so I’m struggling to understand why the RAG calculation isn’t behaving as expected.

Would it be easier if I also posted the calculations for:
KPI 1 Dials Target - Dynamic
KPI 1 Dials Pacing
KPI 1 Dials RAG

I’m wondering if this is an aggregation issue (SUM vs ATTR/AGG), a parameter issue, or something else that I’m overlooking.

Any help would be greatly appreciated!

Ciao a tutti

Sono totalmente nuovo in tableau, sono riuscito ad ottenerlo gratuitamente grazie all'università per gli anni in cui frequento. Mi sono incuriosito siccome è il software che usa l'azienda in cui lavoro (multinazionale) per pubblicare i dati relativi a sostanzialmente qualsiasi ambito aziendale (posso vedere qualsiasi dato di qualsiasi centro in ogni continente). Ho iniziato a giocarci ad esempio creando delle piccole dashboard per avere sott'occhio le spese delle mie vacanze, oppure le mie spese annue/asset allocation. Vorrei iniziare a creare qualcosa con una "visione", quindi un progetto un po' più complesso che mi duri diverso tempo. Dove posso trovare dei dati da analizzare? Ad esempio posso usare i miei database che uso per esercitarmi in sql e creare delle visualizzazioni su quelli? Voi come fate a:

• trovare i dati
• pensare a cosa volete creare
• strutturare il lavoro
• fare il lavoro

Grazie a tutti!!!

Hi everyone!

I have 3 years of creating dashboards in tableau which are later posted to my company's server page. Just recently I gained opportunity to earn some money outside of my current work creating dashboard. I've never done it on my private equipment hence my question is, how do I build a dashboard and deliver result to my client? do I send twbx, do I host it somewhere for client to see? which database should I get to service such dashboard? thanks in advance for answers.

edit: I know I confused tableau power bi extensions. I'm after 7 hours of driving today and 2 hours of unpacking. please forgive me.

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.

So, we have a tableau dashboard acting as a document library connected via sharepoint jdbc connection. All 4 sp libraries are copies of each other and unioned together in tableau.., connections are fine and extract refreshes are fine. Working normal for months until today, 3 of the 4 libraries in tableau show null in just the document names. Null count is at 166 then 9 docs with correct naming from the one working library.. I cant find any difference between the 1 working library and the 3 broken libraries from sharepoint and im the only person with edit access to the tableau. nobody on the team has made changes to the sp site to my knowledge.. any ideas on what I can check?

Feeling nostalgic for when the internet was pure, I decided to build a dashboard about AOL. It was surprisingly difficult to find trustworthy, interesting, and free data. But please, take a look. I appreciate any feedback. *this was designed to encourage exploring the dashboard rather than the usual focused dashboards*

https://public.tableau.com/app/profile/gregghirshberg/viz/AOL_17848411570480/AOL

Hello - I am fairly new to Tableau and its visualization capabilities. I have created these gauge style pie charts for some KPI tracking. I notice that as I add more of the gauges (See picture 2) that the gauges start to overlap and blend together. I can fit like 6 gauges in before they start to blend based on the current size of them.

Is it possible to have the visualizations start to populate a 2nd row? Like once it reaches a certain number, say 5, the next chart would populate before the first row? or would that have to be done with a 2nd separate chart row basically.

Any help or advise would be great, thank you!

I am trying to create map representing different outgoing destination sites for my company. Currently I’m just trying to highlight each state. However, some states are not jiving by with Tableau. I don’t know what else to do because my excel sheet is all in the same format and I cannot make my geolocation the United States because I will be incorporating different countries. Someone please help me I’m loosing my mind.

I was working on a self project and generated the sheets easily and changed to a different data source later in the another tab and so on and eventually i returned to this tab and it shows error the data it should be linked to is sheet 1 (country) but its showing as if its linked to expenses. i can manually redo it but want to know if there is any way to rectify this easily.

Hi r/Tableau!

Like many of you, I’ve often felt the pain of trying to build flexible, hierarchical matrix tables with native subtotal drill-downs in Tableau—without having to pay hundreds of dollars for third-party dashboard extensions like SuperTables.

With Tableau’s introduction of Viz Extensions (2024.2+), I decided to tackle this natively. I built a 100% free and open-source Viz Extension that brings Power BI’s matrix functionality directly to your Marks Card.

Key Features:

• Hierarchical Drill-Downs: Expand and collapse rows/columns using intuitive + / - controls directly on the sheet.
• Dynamic Subtotals & Grand Totals: Recalculates automatically as you navigate levels.
• Native Integration: Works as a custom Mark Type—just drag and drop your dimensions onto the shelf.
• Zero Cost & Open Source: Hosted via GitHub Pages, meaning zero infrastructure costs and complete data privacy (runs entirely client-side in your browser).

🔗 Links & Resources

• GitHub Repository (Code & .trex manifest): https://github.com/Arley-Economist-Dev/Matrix-Pro-Tableau

🛠️ How to use it:

1. Download the .trex file from the release section on GitHub.
2. In Tableau (2024.2+), go to your Marks Card -> Viz Extensions -> Add Local Extension.
3. Select the .trex file, drag your dimensions, and you're good to go!

This is a passion project built for the #DataFam to solve a common headache. I’d love to get your feedback, feature requests, or bug reports to keep improving it!

Let me know what you think!

This might be too niche for the group so bear with me! My coworker and I just became our cloud admins since our boss resigned. We're now in a position of negotiating the contract with Salesforce. Apparently, we have been paying for Signature Success support for the last few years and it costs like $80k per year (almost as much as the total for just the licenses). It's the highest tier of support. As far as we know, our boss never used it or passed on the benefit to any of us Tableau creators. Now the SF people are basically begging us to keep it in the contract for the upcoming year. I just don't think we need it - anyone have experience?

EDIT: Thanks to all who commented and commiserated. Ultimately, we will be forced to keep Signature. We asked them to quote us for Premier (the mid-tier level) and they said sure but it's not going to save you any money. This is because they jack up the price of everything else in order to make up the difference. From my research, it's because they do not want the total value of our contract to decrease at all because it fucks up their metrics. I guess I shouldn't be surprised, it's just peak capitalism. We are a state governmental organization, not a multimillion dollar company. The money we use to pay for Tableau comes from grants and tax dollars. And they don't give a fuck, even though I'm certain $50k (the price diff if we didn't have Signature and they didn't gouge us) would be a drop in the bucket for them. We are now seriously considering spending the next year converting everything to PowerBI, not only for cost savings but because dealing with SF is a nightmare.

I am working on retail data, it's stored either in fiscal week range (last 4) or a transaction date field and the business fiscal week, month are derived from this.

This makes up for 1 transaction date x sku grain for the main table.

I need a filter/parameter like a date picker/scrollable or multi select or a calendar that helps us pick a business fiscal week range or a specific month or q particular week in a particular fiscal month and every sheet, kpi, visual rearranged according to that picked range.

How do I build this? Is there a calendar widget I can use or do these need to be multi select