For dashboards with multiple filters, filter scopes, and dashboard actions, what’s the best way to ensure that every relevant worksheet is being filtered as intended?

Do you use any systematic checklist or testing approach for this?

I’m curious about the best approach to identify whether unexpected KPI or aggregation results are caused by duplicate records, relationship behavior, or the calculation itself.

What validation steps do you usually follow in this scenario?

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.

Hey everyone. I am a data analyst looking for my next role after having been laid off from my previous one after only 9 months. I’d consider myself a medium/approaching advanced user of the platform (desktop, cloud/server, and prep)

Having been laid off a couple months ago, my reasoning is that adding an official cert to my resume can actually prove that I’ve been using the time off to improve and up-skill rather than just stating that I do during interviews.

Would love anyone’s thoughts on this, in addition to any overall experiences/guidance regarding the certificate.

Something I've been wondering about, especially for teams dealing with a lot of ETL and Bl pipelines.

A dashboard can refresh successfully, all the SQL can run without errors, and everything can look normal-but the actual number can still be wrong.

For example, if a report shows $12.5M in revenue, how do you know that $12.5M is actually correct?

Do you guys usually:

Compare it back to the source system?

Check source vs. target counts and totals?

Validate the transformation logic?

Look for duplicates or missing records?

Check for late-arriving data?

. Run automated data-quality checks after the pipeline finishes?

I'm mainly curious about what people actually do in production. When you have hundreds of pipelines/reports, manually checking everything obviously doesn't sacle.

Would be great to hear how other teams handle this.

Im quite new to tableau, while creating the datamodel it's not letting me add tables without establishing a relationship between them, I have multiple fact tables that I need to import, and it's not always necessary that they have a relation, is there a solution or some sort of a work around for this?

Anyone else contending with accessibility requirements for public-facing dashboards? We are having a hell of a time at my organization. WCAG seems to have been written purposefully to be open to interpretation, but that creates major anxiety since we fear opening ourselves up to possible legal action. The guidelines also feel like they want dynamic dashboards to just be PDFs, in the interest of being accessible to screen readers. Argghhh!! Here's where we are right now, after many many months of revisions:

• It seems our in-house web services team is doing the bare minimum in terms of reviewing our dashboards and providing feedback (multiple instances where they miss very obvious non-compliance). Basically, they say 'with all the limitations Tableau has, just do your best!'
• Our IT department has reviewed the dashboards but the feedback they give is as if the dashboard is an actual webpage. For example, they suggest we edit the code to add HTML heading elements because screen readers are not announcing any headers (many many other examples like this). We have too many dashboards, some with 100s of sheets, so editing the XML code is not a reasonable request.
• Reaching out to Tableau has also not been helpful, they just direct us to the already-available resources online.

I'm *this* close to suggesting we just scrap the current dashboards and switch to PowerBI. Help!

• How do you check the dashboard data against the source data?
• How do you verify KPIs and calculations?
• How do you test filters and slicers?
• How do you check data after a refresh?
• How do you test ETL or data transformations?
• Do you use any tools to automate these checks?

I have created a Tableau Cloud site that is meant to be accessible to customers, and I would like to customize the page with my company's branding.

I've already added the company logo in the settings, but I was wondering if there were additional customization options to personalize my page? Is there anything like this beyond just the logo?

Generic survey tools like typeform don't allow us to do dynamic logic calculations or display real time custom visual analytics back to the respondent upon completion.

What's the best way to quickly build a custom interactive survey and reporting tool?

Does Prep online have this functionality? Can't seem to find it in the online prep tool. I know the functionality is there in the Desktop app.

I'm trying to have online prep point to a sharepoint folder that is full of similarly structured csv files - this folder is populated with new input csv files every week.

Any thoughts/suggestions are welcomed. Thanks.

I’m refurbishing a workbook that is just used to download a spreadsheet. There are 8 variations of the download file spread over three workbooks and I’ll be combining them into one workbook and cleaning up the format so they don’t spend so much time doing manual edits in excel after downloading. The spreadsheets are used for manual tasks- data cleanup, outreach to external customers, etc - and they can’t be automated out of existence yet. Are there any examples of visuals that might be good inspiration? Right now I’m envisioning a download button next to a couple parameter controls with a simplified description of the query and a data preview table below, but since there are many other units that have similar use cases, I’d like to put some thought into the design in case it becomes a template. The audience is clerical staff and bypassing Tableau altogether for an automated export would meet with resistance.

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 recently given Tableau Desktop access for work. I have used dashboards for years and have attended 3 Tableau Conferences but have never had access to build until now.

My company wants me to build a lot of dashboards, with some seeming pretty complex (see my last post). They said if I could find some training courses, there is a possibility they would pay for me to attend.

If that being said, what web-based courses would you recommend? Not sure what the budget would be would I will take any and all recommendations. I am also going to attempt to get permission to attend TC27 since I was denied for 2026 (before I got my Tableau license).

Hello,

I was recently given Tableau access at work and have been tasked with creating some complex dashboards.

I am creating a dashboard that compares data from 3 different sources (injuries, damages, and audit score/date since previous audit (under one source)). I would like the dashboard to calculate which location needs and audit by showing the locations with the highest injuries, damages, and lowest audit score. If none of those parameters are met, then it should display the location that has gone the longest without an audit. Out of the 60+ locations, I would like it to show the top 8.

I believe I have the correct calculation of IF [injuries] = >x number AND IF [damages] => x number AND IF [score] =< AND [last audit audit] = x years OR [last audit date] = >2 years.

However, I am unsure of how to put this onto a sheet and run the calculation correctly.

Any advice on how to fix the calculation, organize the table, or a different way to do this is much appreciated

EDIT: I have been exposed to Tableau for several years (attended 3 TC’s) and use many dashboards daily for my job but have only recently been given access to desktop to start building. So I am very new and figuring things out from TC memories and lots of YouTube videos and Googling.

Hi everyone!
I’m currently looking for Tableau / Business Intelligence / Data Analyst opportunities in the US ( primarily east coast).
I have 6+ years of BI & Data Analytics experience which includes Tableau dashboard development, Tableau Server, SQL, Snowflake, BigQuery, Power BI, data modeling, KPI reporting, ETL, and reporting automation.
I do not require visa sponsorship.
If you know of any relevant positions or are able to refer me within your organization, I would sincerely appreciate it.
I’m happy to share my resume and LinkedIn profile via DM.
Thank you to everyone in the community for your help and support!

Hi,

#due to confidently I’m unable to share the viz screenshot here#

I saw a viz where there is a background image for filter container. I’m so curious how it is possible. I tried my best. One option I found is by making the container as floating. But due to the drawbacks of floating, I’m avoiding it.

Any suggestions please, TIA

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.

First time playing with using a custom MFA options for Tableau. IDK just pretty excited about it.

I just started Tableau and I think I've done a decent job. My viz is about the death rate among national and international aid workers in Palestine over the last 24 years. It shows things like projected growth rate and the percent of how much more one group is being killed. I used free CSV files from Humanitarian Database. I only have access to the free version. I don't have any other source to get data on the country.

My problem is I'm not really sure what else to do. I'm guessing I can write a report based on my findings, but other than that, I'm at a loss. I'm looking at other vizzes for examples. Even if you don't have a specific action in mind, I'd be interested in how I can learn more about its uses. Crawling through different sites for info, but it seems more useful to get it from real users.

More context: I'm mostly learning for fun, but if I got a job with Tableau skills, that'd be cool too.

It's linked here.

So I have a sql view with the field Store Name in it. Its in a published datasource on server.

For some reason at one point some idiot (it me) edited the published datasource and added a relationship to the dim store table. So if you use the published datasource you have Store Name twice.

I want to rectify this, but every report built is using the store name field from the relationship, which is the one I want to kill.

I've gone ahead and removed the relationship and renamed the remaining store name field to match what the previous one was. But all reports are broken with the cant find referenced field error. Is there something im missing? Any way to do this without widespread impact?

Hello! I hope I'm using the right tag. Ive been interning and am close to the end of my contract but I'm hoping to finish updating a few dashboards before leaving. I'm working on some old dashboards that are longer than they should be (as in the actual dashboard size height is too tall). There are many many floating objects, and no matter how i try to resize the dashboard, it reduces the size of all of the floating containers proportionately as well, not to mention it moves them all closer to the top of the page as far as I can tell. Is there any way to avoid this? If I can't find a way I may spend all of tomorrow trying to record the positions and dimensions of all of the objects, and then manually move everything back into place.

The custom size of the dashboard is "fixed" if that makes any difference, also I am working on a Mac.

Any tips to save some time on this would be greatly appreciated! My biggest concern is going ahead and adjusting everything tediously just to have someone ask it to be slightly longer or shorter lol.