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March 19, 2025

How to Analyze Customer Retention with a Jump Plot

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Want to analyze customer retention trends in a more insightful way? 

In this tutorial, I’ll show you how to create a Jump Plot in Tableau, a powerful visualization that helps track customer movement over time.

You’ll Learn:

✅ What a Jump Plot is and how it works
✅ How to structure your data for this visualization
✅ Step-by-step guide to building a Jump Plot in Tableau
✅ Key calculations to track customer retention effectively

The data sets, calculations, & steps are below the viz.



Create a free account to access the data:

📊 Download the sales dataset here
📊 Download the jump plot dataset here

Calculations you need:

  1. Connect sales data source to 180 points and relate “1” to “1”

  2. Compute Min Date by customer

    { FIXED [Customer Name] : MIN([Purchase Date]) }

  3. Compute the Max Date by Customer

    { FIXED [Customer Name] : MAX([Purchase Date]) }

  4. Filter customers that made more than one order (Max Date > Min Date)

    [Max Date]>[Min Date]

  5. Create Customer Length calc

    DATEDIFF('day',[Min Date],[Max Date])

  6. Create Columns calc (continuous dimension)

    DATE(
((COS([Point] * PI() / 180)) + 1 ) * (FLOAT([Max Date])-FLOAT([Min Date])) / 2
+ FLOAT([Min Date])
)

  7. Create Rows calc (continuous dimension)

    SIN((MIN([Point])) * PI() / 180)
* SUM([Sales])

  8. Add Columns and Rows to viz

  9. Add Customer to Detail

  10. Add Path to Path

  11. Create Profitable calc and add to Color

    { FIXED [Customer Name] : SUM([Profit])}>0

February 20, 2025

How to Create a Multi Column Dot Plot

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Want to make comparing multiple measures across multiple dimensions in Tableau easy to understand? Traditional charts can quickly get messy and hard to interpret, but a Multi-Column Dot Plot offers a simple, effective solution! In this tutorial, you’ll learn how to:
✅ Build a Multi-Column Dot Plot step-by-step in Tableau ✅ Compare multiple measures across multiple dimensions ✅ Plot each dot on a 0% to 100% scale for standardized comparisons ✅ Deliver impactful insights with minimal visual clutter Download the workbook & data source: 🔗 Workbook 🔗 Data (requires free account)
🚀 Take your Tableau skills to the next level with Next-Level Tableau, a community-based membership that offers: ✅ Exclusive live classes with a Tableau Visionary Hall of Fame member ✅ Mastering advanced Tableau techniques to solve business problems ✅ Access to a supportive community to exchange ideas and never feel stuck 📊 Become a Tableau expert today! 👉 https://nextleveltableau.com/

February 12, 2025

Advanced Calendar Heat Maps in Tableau (No More Workarounds!)

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Tired of clunky calendar heat maps in Tableau? You’re not alone. 

Traditional methods (discrete & continuous headers) just don’t cut it. But what if you could build the perfect calendar heat map—one that’s dynamic, clean, and fully customizable?

In this tutorial, you’ll learn:
✅ The problems with traditional calendar heat maps
✅ How to build the ultimate calendar heat map using map layers
✅ Create a fully interactive dashboard with perfect formatting

Download the workbook (interact below) & data source.

P.S. Want to master Tableau and stand out in your career with Next-Level Tableau

Next-Level Tableau is a community-based membership that gives you exclusive, real-time access to live classes with me, a Tableau Visionary Hall of Fame member. 

These sessions teach you how to:

✅ Master advanced Tableau skills
✅ Solve business problems through visualization
✅ Think like an analyst—so that you can deliver impactful dashboards and confidently demonstrate your value to your boss.

What sets NLT apart is the vibrant, supportive community of like-minded Tableau developers, where you’ll build lasting connections, exchange ideas, and get help when you need it—so that you can stay motivated, continuously improve, and never feel stuck or isolated in your Tableau journey.

📊 Take your Tableau skills to the next level today!

February 4, 2025

How to Exclude Reference Lines from Grand Totals in Tableau

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Ever added a reference line to your Tableau visualization, only to see it appear in the grand total row, even when it doesn’t make sense?

If your grand total uses a different aggregation than your main data (e.g., SUM vs. AVG), the reference line can be misleading. 

Unfortunately, Tableau doesn’t offer a simple way to exclude it—but there’s a trick to removing it while keeping your totals visible.

In the video below, I’ll walk you through the step-by-step solution to remove reference lines from grand totals.


Want to become an advanced Tableau user?

Unlock your full potential with Next-Level Tableau, the ultimate training program for Tableau users. Gain access to expert-led tutorials, live sessions, and a supportive community designed to help you master advanced skills, create stunning dashboards, and achieve your career goals. 

Learn more and take your Tableau skills to the next level today at nextleveltableau.com.

Unsure? Sign up for my free course at starter.nextleveltableau.com.


January 22, 2025

L-Shaped Bars: The Chart You Didn't Know You Needed

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In this Tableau tutorial, I’ll walk you through how to create L-shaped bar charts, a unique and visually way to display your data, perfect for giving your dashboards a fresh, modern look.

You’ll learn:

- How to connect and prepare your data using Superstore and custom point files.
- Creating relationships and calculated fields to build the L-shaped structure.
- Using Tableau’s Map Layers feature to add detail and customization.
- Formatting and finalizing your chart for dashboards.

Whether you’re impressing stakeholders or sharpening your Tableau skills, this step-by-step guide has you covered!

Resources:
🔗 Point data files
🔗 Tableau workbook


P.S. Want to become an advanced Tableau user?

Unlock your full potential with Next-Level Tableau, the ultimate training program for Tableau users. Gain access to expert-led tutorials, live sessions, and a supportive community designed to help you master advanced skills, create stunning dashboards, and achieve your career goals. Learn more and take your Tableau skills to the next level today at nextleveltableau.com.

Unsure? Sign up for my free course at starter.nextleveltableau.com.

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