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A group dedicated to learning all about analytics in Tableau! Taking place virtually almost every month, this user group is the place to be to to come together and learn about all the analytical functions across the Tableau platform, whether in Tableau Desktop, web-edit, or in Ask Data. It’s going to be all analytics, all the time, and we’ll be joined by the Tableau team when they have new analytical features to share with us each and every product update.
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Castle Funatake
昨天，19:43
Embedded Analytics for a publicly available dashboard

My team would like to create a refreshable dashboard that can be accessed by anyone from our website (essentially to make the dashboard publicly accessible and enable weekly data extract refreshes). We are exploring using embedded analytics, and I'd appreciate recommendations or advice on this, or other approaches, from those who have done something similar.

1 个回答
  1. Adam Sinim (PixelCraft)
    昨天，20:43

    If it really needs to be public with no login, Tableau Public is probably the simplest route, assuming the data itself can be public. You can embed the viz on your site and refresh the extract on a schedule. I’d check the data/privacy side first though, because Public really does mean public.

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Annabelle Rincon (Enjoying Life 的 Enablement and Analytics Lead)
7月11日 15:19

Join us for our next Analytics Tableau User Group! The event will take place on July 30th at 6PM Paris Time - 12PM New York Time - 9:30PM New Delhi

We have an incredible line-up of speakers and insightful sessions you won’t want to miss!

- Omokehinde Ayodeji - Smart Simplification: Building Intuitive Dashboards That Everyone Can Use

A practical Tableau session focused on reducing dashboard clutter and improving user experience through intentional design. Attendees will learn how to apply visual hierarchy, whitespace, intuitive layouts, and Tableau features such as Parameters, Navigation Buttons, Dynamic Zone Visibility, and Tooltips to create cleaner, more effective dashboards that are easier to navigate, increase user adoption, and support faster decision-making.

👉Through real-world examples and dashboard transformations, the session will demonstrate how thoughtful design choices can simplify complexity without sacrificing analytical depth.

 

- Sekou Tyler - From Analyst to Entrepreneur: Building a Data Consulting Company

In this session, Sekou Tyler, Founder and CEO of Royal Blue Analytics, shares his journey from analyst and business intelligence leader to entrepreneur. Attendees will learn: 

- How to transition from technical contributor to business owner 

- Ways to build credibility and attract opportunities in the data community 

- Key lessons learned from starting and growing a consulting practice 

- Common mistakes to avoid when pursuing entrepreneurship 

- How relationships, community involvement, and thought leadership can accelerate your career

👉Join us for an inspiring and candid conversation about turning analytics expertise into entrepreneurial success.

 

 

- Patrick Perrier – Taming the Analytics Wild with Tableau MCP & Agentic Analytics Governance

Analytics is getting wilder: more dashboards, more users, and now AI in the mix. How do you stay in control? Discover how Agentic governance with Tableau and MCP helps you scale trusted analytics; automatically improving quality, reducing proliferation, and enabling AI with confidence.

👉 A practical session to turn governance from a constraint into a growth driver.

 

Come and ask questions to our guests! 

 

https://usergroups.tableau.com/events/details/tableau-analytics-tableau-user-group-presents-analytics-unlocked-better-dashboards-bigger-opportunities-smarter-governance/

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Annabelle Rincon (Enjoying Life 的 Enablement and Analytics Lead)
6月25日 15:40

We are starting in less than 30 min our Tableau Analytics User Group! 

 

We have an incredible line-up of speakers and insightful sessions you won’t want to miss! 

 

- Miki Yoshida - Understanding the Viz-making Feature Differences between Desktop and Cloud

Not all Tableau viz-making features behave the same across Cloud and Desktop. This session walks you through the most important feature differences of all between those flagships to help Tableau dashboard builders better understand workflow limitations, editing behaviour.

 

- Kirk Munroe & Will Perkins - From Published Data Sources to Composable Analytics

For years, Tableau developers built monolithic models, duplicated logic, and flattened data just to survive. Learn how the new composable data sources feature in 2026.2 allows for combining published data sources. This completely changes the way modern analytics architectures will be built.

 

- John Whitmer - The Tableau Tip Battle, that didn't make it to the Final

Because of it's format, the Tableau Tip Battle always leaves great tips on the cutting room floor. Today John will run through those that didn't make it to his live presentation. 

 

Register here :

https://usergroups.tableau.com/events/details/tableau-analytics-tableau-user-group-presents-analytics-unlocked-new-features-new-architectures-new-tricks/

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David Ames
6月17日 19:04
Need help with FIXED calculation

Apologies if this is a silly question, I am an amateur and can't figure this out. 

 

I need to create a calculation to determine whether a new client is a repeat client. My data has a table of clients and under that a table of cases, with multiple cases possible per client. What I need to do is determine whether a new case filed today is for a client that we have previously done work for. 

 

I have a working calculation that lets met spot repeat clients:

{ FIXED [Client ID] : COUNTD([Case ID])}

The problem with this calculation is that it treats all cases as being repeat client cases once a client gets a second case, even the first one (which wasn't a repeat when we had it). What I want is a calculation that says that the first time we open a case for the client, it is not a repeat. But every case after that point for the client is a repeat. I have a DATE field which records the opening date of the case. How can I incorporate DATE into the above calculation to get this kind of result? 

2 个回答
  1. Don Wise (Tableau Community Ambassador)
    6月17日 22:02

    Perhaps something like:

    {FIXED [Customer Name], [Order Date] : 
    IF MIN([Order Date])=MIN({FIXED [Customer Name] : MIN([Order Date])}) 
    THEN 'First' ELSE 'Repeat' END}

    Using Sample Superstore dataset, would return the following:Perhaps something like:{FIXED [Customer Name], [Order Date] : IF MIN([Order Date])=MIN({FIXED [Customer Name] : MIN([Order Date])}) THEN 'First' ELSE 'Repeat' END}Using Sample Superstore dataset, woul

     

    Substitute [Customer Name] with Client ID and [Order Date] with your date field.

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Bruno Astudillo Rojas
6月22日 08:35
SSO connexion microsoft ID

Hello, I hope you’re doing well.

I need to set up SSO authentication using Microsoft ID for several Tableau Cloud sites. I followed the official setup guide, and it worked successfully for the first site. However, when I attempted to configure SSO for a second site, the SSO login stopped working for the initial site.

Could someone please help me understand what might be causing this issue? 

 

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Firoz Sk
6月4日 11:18
My Tableau report has 0.7M rows and 60+ fields, causing slow performance on Desktop and Server. I want to build a self‑service dashboard where users can add/remove fields as needed. Looking for guidance on steps to design this efficiently.

I have a datset of .7 million records for a month and I built a tableau report having 60 plus attributes and .7 million records. The report is taking huge time to open in tbaleau server and same as tableau desktop. Now I want to build a self service dashboard where user can have capability to add or remove the fields and prepare the report as per the need. Can you please guide me how and what steps to follow to build the tableau report? 

1 个回答
  1. Ragini Shukla (Tata Consultancy Service (TCS))
    6月11日 13:59

    Your issue is due to poor data model + heavy live query design, not just dashboard design. You need to optimize the data first.

    Correct Approach

    1. Use Extracts (not live connection)

    • Create a Hyper extract
    • Reduce data at extract level (filters, aggregation)
    • Enable extract optimization + aggregation

    2. Reduce Data Volume

    • Do not load all 60+ fields by default
    • Keep only required fields in base dataset
    • Create multiple smaller logical datasets if needed

    3. Use Context + Data Source Filters

    • Apply data source filters (date, region, etc.)
    • Use context filters to limit data early

    4. Build Self-Service Properly (Key Point)

    You cannot let users truly “add/remove fields dynamically” like a BI tool UI, so:

    • Use: 
      • Parameters + calculated fields
      • Show/Hide containers
    • Or provide: 
      • Multiple prebuilt views instead of one heavy dashboard

    5. Optimize Calculations

    • Avoid: 
      • Complex row-level calcs
      • Too many LOD expressions
    • Pre-calculate in ETL / Prep layer

    6. Limit Marks & Visual Load

    • Keep charts lightweight
    • Avoid showing hundreds of thousands of marks

    Recommended Architecture

    • Tableau Prep / ETL → clean, aggregated dataset
    • Tableau Extract → optimized
    • Dashboard → modular views + parameters (not dynamic fields)

    Final Conclusion

    • The problem is data model + volume, not just UI
    • True self-service = controlled flexibility (parameters, multiple views)
    • Best solution: optimize data + use extracts + limit fields + modular design

     

    You cannot make a single heavy dataset fully dynamic —

    simplify data, pre-aggregate, and design controlled self-service dashboards for performance.

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Sara Halvorson (Salesforce 的 PMM) 发布于 #Trailhead
5月19日 14:16

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The Agentic Enterprise is here, and now you have the roadmap to build it.

 

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1 条评论
  1. Sara Halvorson (Salesforce)
    5月19日 17:14

    @* Trailhead Official *@Trailblazer Community Cove@* Salesforce Administrators *@* Salesforce Developers * @* Salesforce Platform * @* Trailhead Academy * @Newbie Tableau User Group Desktop @Tableau Analytics @Tableau Announcements @Slack Beginners @Slack + Agentforce @Salesblazer Community Group @Agentblazer Community Group @* B2C Commerce * @* Salesforce Commerce for B2B & D2C * @* Salesforce Revenue Cloud * @* Data 360 * @* Sales Cloud - Getting Started * @* Sales Cloud - Best Practices * #Slack Community #Tableau Community Updates #Tableau Cloud 

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Ken Kamholz (Buyers Edge Platform 的 Senior Business Intelligence Analyst)
3月4日 14:47
FIXED LOD Calculation to Identify Customers That Stopped Reporting in a Certain Month

I am trying to come up with a FIXED LOD calculation that labels if a [customer] (string field) stopped reporting. To do this, I want to count instances by month, using Month of [Purchasedate] in the columns shelf. I want the rows to state one of the following and count all instances that a [customer] falls in each month: "No Sales Previous Month - Existing Reporter", "No Sales Previous Month - New Reporter", or "Reported Sales in Previous Month". 

 

I've tried a bunch of different calculations and am not getting the results that I expect. Any help writing this formula, if it is possible, would be greatly appreciated.

2 个回答
  1. 瑞希 青山 (新横浜ステーション開発株式会社)
    5月11日 10:47

    Hi Ken, 

     

    You may want to create a FIXED LOD to identify whether a customer had sales in the previous month, then use that result in a classification calculation. 

     

    For example, you could first calculate the customer’s previous reporting month: 

     

    { FIXED [Customer] : MAX(DATETRUNC('month',[PurchaseDate])) } 

     

    Then compare it to the current month in a separate calculation to determine whether they are: 

    - Existing Reporter 

    - New Reporter 

    - Stopped Reporting 

     

    You may also need a table calculation such as LOOKUP() if you want to compare month-over-month activity dynamically in the view. 

     

    The combination of FIXED LOD + LOOKUP usually works well for this type of retention/churn analysis.

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Pinelli Pierre-antoine (Microport CRM 的 Data Analyste BI & CRM)
4月13日 15:01
Sharepoint list JDBC connector error on Tableau online

Since few days, i can't refresh datasource extract from the connector Sharepoint List JDBC 

Here is the message i have : 

"Tableau received an OAuth error from your request. Please see the error message for more information: Required attribute: instanceurl is either missing or null.. (errorCode=170006)" 

 

i'm unable to embed credential to run the extract. Everything is working fine on Tableau desktop but not when it's published online.

2 个回答
  1. 瑞希 青山 (新横浜ステーション開発株式会社)
    5月11日 10:44

    Hi, 

     It looks like the OAuth configuration for the SharePoint connector may be incomplete on Tableau Online. 

     Since it works on Tableau Desktop but fails after publishing, you could try re-authenticating the SharePoint connection directly in Tableau Online and republishing the datasource with embedded credentials enabled. 

     Also check whether the instanceurl parameter is correctly configured in the connector settings. 

     Hope this helps!

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Ken Lax
3月29日 09:55
I want to create an ISO potential plot (rather like contours on a map). Has anyone

I would like to create a professional looking isopotential plot.  I have created the maths in Mathcad but their graphics leaves a lot to be desired.  I have produced a nice contour plot using Grapher software, but I do not want to buy an expensive licence just to produce a nice contour plot.  I can produce all the data in a Matrix in Excel and import it to Tableau easily. Attached is the Grapher plot.  Grateful for any guidance.  Thanks.

EPR Isopotential Plot.png
5 个回答
  1. Roland van Leeuwen (Infotopics)
    4月15日 12:15

    Hello @Ken Lax, I suspect that a bug prevents me from seeing your target visual, as I am presented with the text "[image: image.png]". I think it will be possible to do with Tableau, but maybe you can send the image again? I can't help you further at the moment because of this. Cheers, Roland

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