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#Tableau Desktop & Web Authoring164 人がディスカッション中

 I’m working on an HVAC website and trying to improve its local visibility. I’ve already focused on the website structure and service-area pages, but I’m curious which factors usually make the biggest difference for Local Pack rankings—Google Business Profile optimization, reviews, citations, or local backlinks?  

 

#Tableau Desktop & Web Authoring

3 件の回答
  1. 9月27日 20:15

    I’d say the Google Business Profile and reviews are a good place to start, but I wouldn’t ignore citations and local links. Consistent business details across directories can help too. For HVAC, making sure each service area is clearly covered without stuffing locations into every page is also important. 

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I have a tableau table like as shown below

 

Table border vanishes into half of the cell 

I don't know why the table border line is not fully displayed. I have set all border lines across "sheet", "rows", "columns" but still this doesn't show properly.

 

However, when I hover my cursory around `Region of SoldTo` or `Div Chan APAC` or `Subregion Resp APAC`, I am able to see full border for that specific cell. If I move the cursor away from that cell, the border line again vanishes and turns into half as shown in screenshot above

 

How can I avoid this?

6 件の回答
  1. 9月27日 14:18

    The border disappears because the cell height/width is extremely small.  

    When you hover, Tableau slightly expands the cell for highlighting, so the full border becomes visible. 

    To fix this, increase row height, column width, cell padding, or minimum cell height. 

    Once the cell has enough space, the border will always display correctly. 

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Hi Team, 

 

I have SQL database to pull UTM data. We have many data. Clients want to pull the top 20 based on some UTM parameters combination. They have provided that combination in Google sheet.I want to use that google sheet as lookup sheet and pull the metrics values from my SQLfor that combination. 

 

 

So i have used my tableau linking key between google sheet and sql is  

 

SQLLinking condition

 

lower(utmsource+utmmedium+utmcampagin+utmcontent) ==>  

 

GooglesheetLinking

 

if [Exclude UTM Content?]='N' then 

LOWER([UTM Source])+ LOWER([UTM Medium])+  

LOWER([UTM Campaign])+ LOWER([UTM Content]) 

else LOWER([UTM Source])+ LOWER([UTM Medium])+ LOWER([UTM Campaign]) 

END 

 

 

For the above condition i can get quotes for exclude utm content=N. But issue in getting quotes for the below campagins 

 

XXX_26 

XXX_21_22 

Goodgirl26 

2025calendar 

2026calendar 

 

 

How to link Google sheet with SQL

 

 

 

 

 

  

 

 

 

 

 

 

Thanks, 

Maya 

 

#Tableau Desktop & Web Authoring

1 件の回答
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Bonjour, 

L'un de nos utilisateurs a créé un tableau utilisant comme connexion, un tableur excel (avec deux feuilles).  

Lorsqu'il modifie la connexion pour déposer une nouvelle version du fichier excel, celle-ci n'est au final pas mise à jour. 

Lorsque je procède à la même manipulation, je dépose la nouvelle version du fichier, les données sont mises à jour. 

Pourquoi ?  

Qu'est-ce qui peut bloquer ?  

D'avance, merci 

 

#Tableau Desktop & Web Authoring  #Microsoft Excel

1 件の回答
  1. 9月27日 12:32

    @Pierre Muckensturm Hi, thanks for your posting, I used translator for your query from French to English. If the Tableau workbook is embedded with file extension *.twbx that means that the Excel file is part of the workbook and the location is temporary. This means that it doesn't point directly to your updated sheet. To achieve that, unpackage your workbook, so the file has extension *.twb and then will update accordingly. Here's more information how to do that  https://help.tableau.com/current/pro/desktop/en-us/save_savework_packagedworkbooks.htm#unpackage-a-twbx

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A follow up to my previous post:  Using multiple CTEs in Tableau | Salesforce Trailblazer Community

 

 

I now have to add 2 temporary variables, a start_date and end_date.  The code works w/ 1 temporary variable but fails when I add a second temporary variable.  The error message I receive says  

 

Actual statement count 3 did not match the desired statement count 1. 

Initial SQL Error. Check that the syntax is correct and that you have access privileges to the requested database. 

 

This is my code.  Would appreciate any help.  Thank you!

 

SET START_DATE = '2026-08-31'::DATE;

SET END_DATE = '2026-09-05'::DATE;

 

CREATE TEMPORARY TABLE AAAA_DB.AAAA_TB.test1 AS 

 

WITH RECURSIVE

business_dates (business_date) AS (

    SELECT $BUSINESS_START_DATE::DATE

    UNION ALL

    SELECT DATEADD(day, 1, business_date)

    FROM business_dates

    WHERE business_date < $BUSINESS_END_DATE::DATE

),

followed by multiple CTEs

 

#Tableau Desktop & Web Authoring

1 件の回答
  1. 9月27日 12:27

    @Luciana Suran Hi, thanks for your posting. What is your goal here? Could you try using paratemer for your variables, so in your case will be 2 parameters  start_date and end_date with the correct date field type which will pass the parameter value to your database.

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How to change the font of transaction type to match same as the number values .For example - Production Order Picking should be blue same as its value . Please have a look at the screenshots .It has to match the transaction type legend .Thankyou   

How to change the font colour to match the values

 

image.png

 

 

 

#Tableau Desktop & Web Authoring  #Tableau  #Tableau Cloud

5 件の回答
  1. 昨日、9:45

    Hi, 

    I'm not sure if this is what you're looking for, but feel free to give it a try. If the text field contains spaces, you could, for example, insert a line break whenever a space appears after the 10th character. You may want to tweak the threshold depending on the nature of your data. 

     

    <sample & calc> 

    For this sample field, I've created it by concatenating two fields into a single field.Hi, I'm not sure if this is what you're looking for, but feel free to give it a try. 

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Dear Tableau Desktop & Web Authoring Team, 

 

We are currently using Tableau Server and Tableau Desktop to update existing reports.  

We are running the latest version of Tableau Server. 

 

We need to rename an item displayed across approximately 17 reports. To reduce the effort of editing and publishing each report individually, we would like to know whether this name change can be applied to multiple reports in bulk. 

 

Could you please advise on the following?

  1. Is there a way to rename a common item across multiple reports at once using web authoring in Tableau Server or Tableau Desktop?
  2. Can renaming the corresponding field in a shared data source automatically update the name displayed in all reports that use it? If so, what conditions must be met, and what impact could this have on existing reports?
  3. If each report must be edited individually, is there a way to publish multiple updated workbooks in bulk?
  4. If these operations are not available through standard features, are there any recommended APIs or tools? Please also clarify which approaches are officially supported.

If you need additional information, such as how the reports are organized into workbooks and sheets, whether they share a data source, or details of the item being renamed, please let us know. 

 

Thank you for your assistance. 

 

Best regards, 

 

#Tableau Desktop & Web Authoring

2 件の回答
  1. 9月25日 13:15

    Tableau does not provide a built-in “bulk rename field” feature that updates a common displayed item across multiple reports at once; renaming a field in Tableau Desktop or Web Authoring only affects that specific workbook. Even if you rename the field in a shared published data source and republish it, existing workbooks generally retain the original field name, and the new name typically applies only to reports created afterward. As a result, to update the name across around 17 reports, you must either open and edit each workbook individually or use advanced automation (such as the Tableau REST API, tabcmd, and custom scripts to modify .twbx files) to perform bulk edits and republishing.

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Environment:

Tableau Desktop, data source built from a self-joined extract (cloud data warehouse connection). 

Goal: Build a 5x5 risk matrix (Likelihood x Impact, both discrete integers 1-5) that always renders all 25 cells, even when a given filter selection (e.g. a category/group dimension) has records that don't cover all 25 combinations. (Like below)Scaffold table for dense 5x5 matrix collapses when filtering on a dimension not present in the scaffold

Setup:

  • Main data source: a single table, self-joined on a parent/child key relationship to attach parent-record fields to child rows.
  • To try to always render all 25 combinations, we added (and later removed, see below) a Custom SQL scaffold table generating all 25 combinations of two numeric fields (1-5 x 1-5), joined/related to the main table on those two fields.
  • Columns: Impact (numeric, discrete), Rows: Likelihood (numeric, discrete), Shape/Label driven by record-level fields (ID, a derived score).

Problem: When no filters are applied, all 25 cells render correctly (scaffold rows with no matching record show as empty cells, which is the desired behavior).

As soon as a filter is applied on any dimension NOT present in the scaffold table (e.g. a group/category field), the filter also removes the scaffold rows (since they have NULL for that dimension), collapsing the matrix back down to only the combinations that have actual records for that filter selection. 

 

What we tried:

  1. Blending instead of joining - not usable. The main data source contains a self-join (logical tables), and Tableau blocks logical-table sources from being used as a secondary blend source ("Data sources that contain logical tables cannot be used as secondary data sources for data blending").
  2. Fixed axis range on the two numeric fields - not usable since both fields are discrete, not continuous. Converting them to continuous was tested but rejected: with continuous axes, the shape marks overlap/stack instead of sitting centered per cell, which is unacceptable for this visual.
  3. Show Missing Values - not available. This option only appears on discrete date fields/bins, not on a plain discrete numeric/integer dimension pulled from a join.
  4. Bins with Show Missing Values - not attempted in full, flagged as a partial solution: bins only densify between the min and max value actually present after filtering, so a filtered selection with max value 4 would still be missing the "5" column. Would need to be paired with a way to force-anchor the endpoints.
  5. Null-tolerant filters - partially worked, then broke on a data quality issue. Rewrote each filter as ISNULL([ID]) OR <original condition>, and included Null in the relevant quick filter, so scaffold rows (no ID) always pass regardless of filter selection. This worked correctly for that filter in isolation. However, it broke down because a subset of real records in the source data have a genuinely NULL value on that same filter field (a data quality gap, not scaffold rows), so including "Null" in the filter also pulled in those orphan records on every filter selection - contaminating the matrix with records that don't belong to the selected group. Distinguishing scaffold rows from genuine null-value records would require either a dedicated is_scaffold flag column in the Custom SQL, or a calculated dimension like IF ISNULL([ID]) THEN "(Scaffold)" ELSEIF ISNULL([Group]) THEN "Unassigned" ELSE [Group] END used as the filter field instead of the raw dimension - not implemented yet.

Current state: Removed the Custom SQL scaffold table entirely, since none of the above approaches held up once real filters were applied. The matrix currently just shows fewer than 25 cells when filtered to selections with limited record coverage.

 

Question for the community: Is there a native Tableau way to force a discrete dimension pulled from a joined/related table to always show its full domain (1-5 on both axes) regardless of filters applied on unrelated dimensions, without a pipeline-level fix and without hitting the logical-table blending restriction? Specifically interested in:

  • Whether a table calculation or a different LOD structure can force-render the missing combinations
  • Whether there's a supported way to flag scaffold rows distinctly from genuine NULLs in a self-joined source, so null-tolerant filters don't accidentally include unrelated orphan data

Happy to share the exact Custom SQL and calculated field text (genericized) if useful. 

 

#Tableau Desktop & Web Authoring

1 件の回答
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Hello Tableau Community,

after upgrading Tableau Desktop to version 2025.2.1 on Windows, I noticed that all my previously working Viz in Tooltip charts no longer display. The tooltip itself still appears when hovering, but the embedded sheet (viz) is missing. It only contains a broken file image. This happens consistently across all views and dashboards in my workbooks, not just in a specific sheet. Everything worked as expected before the upgrade.

Has anyone else experienced this issue with version 2025.2.1? Is this a known bug, or is there a workaround available?

Thanks in advance for any insights or suggestions!

 

Viz in Tooltip not displaying after upgrading to Tableau Desktop 2025.2.1

26 件の回答
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Litify + Tableau + Salesforce

I’m trying to pull information from Intakes and Matters and connect the two using a join, but I can’t seem to find the correct key/field to link them.

I reached out to Tableau Support, and they told me I would need to use SQL to pull the Matter information and that I wouldn’t be able to use joins.

Has anyone else run into this issue or found a way to connect Intakes and Matters in Tableau?

Any advice on which fields/keys to use would be greatly appreciated! 

 

#Tableau Desktop & Web Authoring

2 件の回答
  1. 9月24日 20:36

    We ran into the same thing. The join usually works off the Matter lookup field that sits on the Intake object (something like litify_pm__Matter__c depending on your package version). If Tableau won’t let you use a regular join, custom SQL is pretty much the only way. Check the related lists on both objects in Salesforce first to confirm the exact field name in your org. 

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