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Sep 9, 20212 min read
How to Switch a Background Image with a Selection
In this example I created this Tableau dashboard to mimic the different links for this website. If you hover over worksheet with the...
248 views

Sep 9, 20211 min read
A Few Helpful Alteryx Formulas
There are so many different Formulas (or Functions as found in this helpful reference article here.) in Alteryx. Below are just a few...
488 views

Sep 2, 20212 min read
How to Add Grand Totals to Your Data
Have you ever wondered how to add Subtotals and Grand totals to your data set? Here is one method; In this example I start out with the...
945 views

Sep 1, 20211 min read
Create a Custom Color Palette
Did you know you can create your own custom color palette to display in the Tableau Color Marks card? You will need to know the hex...
177 views

Aug 27, 20212 min read
The Directory Tool
Have you ever wondered why you would use the Directory Tool? This tool provides a listing of all the files in a specific directory (or...
365 views

Aug 25, 20211 min read
3 Custom Shapes You Should have
One of the most important things to have in your Tableau Tool box are certain custom shapes. I use Icons8.com and flaticons.com for free...
351 views

Aug 11, 20212 min read
The Shape Problem
Have you ever wanted to show shapes to represent something such as initiatives or certain steps in a project? Would you want to combine...
107 views

Aug 5, 20212 min read
What is the Fuzzy Match Tool?
Have you ever wondered what this complex tool does? It can help to identify non-identical duplicates in a column. What are...
111 views

Aug 4, 20212 min read
Create Date "Buttons"
Do your users want to filter your dashboard by the Days, Weeks, Months and Years? I like to create a set of buttons as shown below with...
492 views

Jul 29, 20212 min read
A Bar Chart but with Shapes?
Have you ever wondered how to make a bar chart but with custom shapes? I documented the steps below from this youtube video by Toan...
233 views


Jul 29, 20211 min read
Disable Reply to All or Forward in an Email or Meeting Invite
Have you ever received an email spam from an email that a whole bunch of users were cc'd on. Did you know you can disable this function...
25,736 views

Jul 29, 20212 min read
What's the Difference Between the Append, Join and Union Tools?
When I teach Alteryx to new users, this is a question that comes up a lot. I modified the below picture from the internet to help...
726 views

Jul 28, 20212 min read
Create a Drill-Down Proportional Bar Chart with Set Actions
Do you want to add a chart to your dashboard where you can click on it and drill into the next level of data? An example would be with...
578 views

Jul 23, 20212 min read
Using the Render Tool to Export to Different Sheets in the Same Workbook
As a follow up to last week's tech tip, I was asked how do you export to different worksheets in the same Excel workbook using the Render...
3,281 views
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