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September 19, 2023

Mastering 4-Level Map Drill Downs in Tableau

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If you've enjoyed my previous tutorials on 2-level and 3-level drill downs in Tableau, prepare to take your skills to the next level. 

I've got something unique for you: a step-by-step guide on creating a 4-Level Map Drill Down in Tableau!

What You'll Learn:

- How to drill down from a region to a state

- How to further drill down from a state to a county

- Finally, how to drill down from a county to a city


This is an advanced tutorial. Make sure you're comfortable with Tableau basics and have seen my 2-level and 3-level drill down videos.

Previous Videos:

2-Level Drill Down Tutorial



3-Level Drill Down Tutorial


Links & Resources:

Workbook - 

September 12, 2023

How to Calculate Weekday-Only Sales in Tableau

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Have you ever wondered how to compare sales performance between two sets of weekdays? 

In this video, I'll show you how to calculate and compare sales for the last 10 weekdays against the prior 10 weekdays—all while excluding weekends. 

What You Will Learn:

  1. Setting up your data source for comparison
  2. Creating calculated fields for two sets of weekdays
  3. Configuring table calculations to get only the days you need
  4. Filtering out weekends from both data sets
  5. Implementing advanced date functions for comparison
  6. Visualizing and comparing sales for both sets of weekdays

Background Context:

Tableau enables you to conduct intricate data analyses, but comparing specific sets of weekdays can be tricky. This tutorial simplifies that process, focusing on comparing the last 10 weekdays' sales with the 10 weekdays preceding them.


  1. You have a foundational knowledge of Tableau.
  2. Your sales data contains date information.
  3. You've previously worked with calculated fields in Tableau.

Related Videos:

  1. Tableau for Beginners: Link
  2. Everything you need to know about table calcs: Link


  1. Workbook & data: Link

#MakeoverMonday Week 37 - First time home buyers in the UK are being shut out of the market

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Have you ever heard of the "sunken cost fallacy"? If you haven't, it is where you continue a task based on previously invested resources, such as time, despite new evidence suggesting that the cost, beginning immediately, outweighs the expected benefit.

This is what nearly happened to me during Watch Me Viz. I was convinced I had created the perfect chart. That is, until comments started coming in to the contrary. I had gotten so fixated on this one chart that I thought all other ideas were inferior.

I snapped out of it eventually and turned my attention to another chart that told the story much better.

The lesson learned: be careful of, and attuned to, sunken cost.

With that, here's Watch Me Viz for you to follow along and learn lots about Tableau.

September 5, 2023

60 Unique Ways to Visualize Time in Tableau

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Unlock the full potential of time series data in Tableau with this comprehensive tutorial! 

Time series data is everywhere—from finance and healthcare to marketing analytics, but are you utilizing it to its fullest? 

In this session, I walk you through 60ish unique ways to visualize your time-based data, helping you draw richer insights and tell more compelling stories. 

Ideal for both newcomers and seasoned Tableau experts.

Sample data & workbooks

September 4, 2023

28 Charts in 60 Minutes - Forbes Cloud 100: Companies Scaling Up and Scaling Down

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How many people power the Forbes Cloud 100? Is there a correlation between company rank and employee size? Have they expanded or contracted.

Learn how to build 28 charts in 60 minutes that compare two years.

August 29, 2023

How to Compare YTD, QTD, MTD, WTD & Daily Sales in Tableau

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In this Tableau tutorial, I guide you step-by-step through creating a daily sales dashboard that covers all critical time frames: Year to Date (YTD), Quarter to Date (QTD), Month to Date (MTD), Week to Date (WTD), and Today. 

Learn how to calculate these metrics and compare them to previous periods, allowing for a dynamic view of your sales trends. This tutorial is perfect for sales managers, analysts, and anyone looking to gain insights from their sales data. 

What You'll Learn: 
- How to set up a simple daily sales dashboard in Tableau
- Calculating metrics for YTD, QTD, MTD, WTD, and Today
- Comparing these metrics to previous periods to identify trends
- Tips and tricks to make your dashboard visually appealing. 

No prior experience with Tableau is required. I guide you through the process with clear and simple explanations. 

August 23, 2023

#MakeoverMonday Week 34 - Go-To Drinks for Men and Women on Dates

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Join me for live analysis of Zoosk's recent survey, covering 8,793 members' dating drink preferences! 

In this livestream, I'll break down the responses across 7 different drink types, comparing the preferences between men and women. 

Is there a gender divide when it comes to what people choose to drink on dates?  

I'll explore this question and more. 

August 22, 2023

From Boring PowerPoint to Dynamic Tableau with Microsoft Web Viewer

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Tired of creating dashboards for static PowerPoint slides? I'm with you.

In this video, I have a solution that will change how you present Tableau dashboards forever and engage your audience like never before.

No more dull slides. No more monotonous charts. With Tableau inside of PowerPoint, you can create interactive presentations that will keep your audience engaged.

Get the Web Viewer Add-In here.

August 15, 2023

An 8-Chart Guide to Dashed Lines in Tableau

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In this tip learn when to use of dashed lines. Through this video, I'll walk you through 8 distinct examples, demonstrating the effectiveness and clarity that dashed lines can bring to your data representation:

  1. Line Chart with Dashed Elements: Understand the basics of creating dashed lines.
  2. Multiple Lines Differentiation: Explore how to distinguish multiple measures using varied dashed patterns.
  3. Line/Area Chart Combination: Integrate dashed lines with filled areas.
  4. Comparison to a Moving Average: Learn how dashed lines can contrast raw data against its moving average, helping in trend analysis.
  5. Current Year vs. Prior Year: Used dashed lines to make year-on-year comparisons.
  6. Combination Chart: Combine several chart types, using dashes to maintain clarity.
  7. Barbell Chart Analysis: Learn how dashes can link data points in a barbell chart, highlighting change and consistency.
  8. Forecast vs. Actuals: Create a forecast with dashed lines.

August 8, 2023

How to Master the 3-Level Drill Down in Tableau (with Dynamic Zone Visibility)

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Welcome to my guide on mastering the 3-Level Drill Down in Tableau!

In this tutorial, I show you step-by-step how to make the most of using dynamic zone visibility to create this functionality. We'll go through both scatter plot drill downs from Region → State → Postal code and then replicate that as a bar chart. 

You can easily make this a map drill down by changing the chart type. That's it!

🔍 What you'll learn in this video: 

1. The basics of drill down functionality in Tableau
2. Hands-on demonstrations, tips, and best practices
3. How to interact with the data

💡 Why is this important?

Drill down capabilities allow analysts to explore data from a broad overview down to granular details. By mastering the 3-level drill down, you can uncover hidden patterns, insights, and trends that might be overlooked in higher-level analyses. 

📌 Prerequisites: 

A basic understanding of Tableau's interface and primary functions will be helpful, but beginners will be able to follow along as well!

If you are following along, be sure to pause the video along the way as you repeat the steps.

August 7, 2023

#MakeoverMonday Week 32 - The Gap in Parental Leave

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The gap in parental leave is extremely wide across all industries in America. 

How do only 23% of women get 14+ weeks of maternity leave? Why isn't progress being made to help dads take a more active role?

Check out the livestream recording and interactive viz below.

August 1, 2023

How to Use ANY Tableau Public Dashboard as a Template for FREE!

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Have you ever spotted a great dashboard on Tableau Public and wished you could repurpose it for your own data? 

Look no further! 🌟 

In this video, I'll guide you through the easy steps of using dashboards on Tableau Public as templates. 

From downloading the workbook to swapping out the data and troubleshooting errors, learn how to quickly create dashboards in minutes.

Note: Ensure that you're respectful of original creators' work and provide appropriate credits or mentions when using their dashboards.

Get the data and python code to create your own mock data here - Link

Priya Padham's dashboard - Link  |  My dashboard - Link

July 31, 2023

#MakeoverMonday 2023 Week 30 - Drinking Fountains in Milan

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In this video, I analyzed the locations of drinking fountains in Milan.

You'll learn about:
  • Joining spatial data sources
  • Parameters
  • Hexbin maps
  • Custom shapes
  • Using mapbox maps
  • Dashboard layout containers
  • Dynamic Zone Visibility
  • Parameter Actions
  • Custom colors
  • Drill down / drill up actions
and more.

Enjoy the video and check out the viz below.

July 25, 2023

The Big Thaw: Exploring the Disappearing Antarctic Sea Ice

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For week 30, we revisited a topic from 2018 week 15 - Arctic sea ice extent. During watch me viz, I focused on rebuilding:

  1. Visualizations from chapter 12 of the Makeover Monday book that showed how to add context to visualizations
  2. Several of the vizzes from 2018 week 15, each with their own unique take on the data
  3. The original viz by The Guardian
In the end, I created 13 visualizations before settling on the viz most similar to the original. There were some great questions today on the livestream. Thank you for that.

When you watch this video, you will definitely learn something new. You'll also learn a lot about how I think through problems when I run into them.

Enjoy! Click on the image below the viz to interact or click here.

18 Ways to Create Bar Charts in Tableau

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In this comprehensive Tableau tutorial, I will explore 18 different ways to create bar charts using Tableau. This video is inspired by Rosa Mariana de Leon-Escribano, my colleague at The Information Lab France.

In this tutorial, I will use various techniques to build bar charts that will help you visualize your data effectively. Whether you are a beginner or an advanced Tableau user, this video is designed to cater to all skill levels.

Throughout the video, I will guide you step-by-step, demonstrating each method so that you can follow along. I will help you understand when to use each type based on your data requirements.

By the end of this tutorial, you will have a solid foundation in creating bar charts in Tableau and be equipped with the knowledge to choose the appropriate bar chart type for your data analysis needs.

Rosa's bar chart catalog - Link  |  My bar chart catalog - Link

July 18, 2023

UNLIMITED Charts, Metrics, and Number Formats in Tableau with Dynamic Zone Visibility

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Dynamic zone visibility opens up so many use cases. Previously, I had to do some number formatting tricks to show two different formats on one chart.

But with DZV, I can create an unlimited number of combinations of charts, metrics, and number formats.

In this video, I show you four examples to get you started. 

Download the workbook here. Interact with it below the video.

July 11, 2023

Mastering Tableau: The Power of Context Filters

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What are Context Filters?

A context filter in Tableau is a powerful feature that allows you to isolate a specific subset of data and create a temporary data subset 

When you apply a context filter to your visualization, Tableau first applies the context filter and then performs calculations and aggregations based on the filtered subset of data.

How do they work?

By creating a context, you can optimize the performance of your visualizations by reducing the amount of data being processed.

When a context filter is applied, Tableau performs the following steps:

  1. Identifies the data that meets the context filter criteria.
  2. Performs calculations and aggregations based on the filtered data.
  3. Evaluates any other filters and calculations based on the context data subset.

A context filter allows you to control the order in which Tableau applies filters and calculations.


In this video, I'll explain:

  1. The difference between regular filters and context filters
  2. How context filters can significantly improve Tableau performance

I'll finish up by showing you a couple of the most common use cases for Context filters to drive the concept home.


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#MakeoverMonday 2023 Week 28 - Global Passport Rankings

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This week's data set only contained one measure, two years, and country names. This meant that I had to focus on charts that help visualize comparisons.

I created:

  1. Grouped bar chart
  2. Bar in bar chart
  3. Grouped bar chart with a gantt bar for the difference
  4. Diverging bar chart
  5. Histogram
  6. Butterfly chart
  7. Barbell chart
  8. Scatter plot
  9. Slope graph
  10. Trellis chart
  11. Jittered bar chart

Wow. I didn't realize I had tried so many chart types. No wonder the hour went by so quickly.

I didn't love any of the charts, so I went with the one that I thought was the best of the bunch. Check it out below the video.

If you find the video useful, please give it a like on YouTube and subscribe to my channel. That helps other people find the content too.

Lastly, remember to sign up for my newsletter at You get sneak peaks of new videos, advice to help you be better at your job, plus exclusive discounts to products I create.

July 4, 2023

Create 10 ACTIONABLE & IMPACTFUL KPIs in Tableau

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What is a KPI?

KPIs are measurable values that indicate how well a business is performing in achieving its key objectives and goals. They provide a clear and concise snapshot of critical areas within a business.

KPIs help to:

  • Monitor progress

  • Identify areas of improvement

  • Make data-driven decisions

In order to do this, KPIs must be tailored to specific goals and strategies.

Making KPIs Actionable

Here are 8 suggestions to ensure that KPIs are actionable and impactful.

  1. Align with business objectives

  2. Focus on relevance and simplicity

  3. Set measurable targets

  4. Collect accurate and timely data

  5. Visualize your KPIs

  6. Regularly review and update

  7. Add context

  8. Drill down

Actionable KPIs are vital for measuring performance and achieving results. You can drive your business forward by aligning data with goals and simplifying and visualizing KPIs effectively

Read more about KPIs in my newsletter here. Sign up so you don't miss any future newsletters at

⏬ DOWNLOAD the data, and starter and solution workbooks here. I would appreciate your support to continue making videos for you.

June 27, 2023

Blue vs. Green - What does it mean?

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When I first started using #Tableau, I assumed that blue meant dimensions and green meant measures. They don’t.

Blue means Discrete
Green means Continuous

It took me a couple of years to get my head around this most foundational concept in Tableau.

Dimensions and measures are merely a way that Tableau organizes the data.

And if you only take away one thing from this video, this is it:

  • Blue things GROUP your data
  • Green things COUNT your data
  • Dimensions SPLIT up the view
  • Measures FILL the view
I've spent years teaching people what blue and green mean in Tableau and I keep coming up with new methods. In this video, I’ll explain the entire concept to you.