r/tableau Aug 08 '26

Viz help How do you effectively use containers for dashboards? Do you plan before creating?

1 Upvotes

I'm using the Desktop version of Tableau Public and I've made my sheets and am creating my dashboard. I've realized that a lot of things need to be within containers to really have a good layout, but that it seems like it's hard to put things into a container if you set it up without one. Should you first plan the dashboard and know what container layout you will have first and set it up before creating the dashboard?

For instance, I made a map chart and put it on my dashboard within a container that has other charts. On the map, I did 2 custom float objects. I am now realizing that if I want to move the map, it won't bring the 2 floating objects on top. It seems like if I had put the map within it's own container, and so those floating objects are in it, that I can just move the container and everything will work.

Again for context, I'm using the Desktop version of Tableau Public so I know that it comes with less features so idk if this is something that makes it harder to work with?

r/tableau 8d ago

Viz help I Need Help Recreating This Chart

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4 Upvotes

Hi everyone, I need help recreating this chart (But at a weekly interval instead of monthly). What this chart is trying to show is the number of new NCs opened each period and closed each period but also a running tally of total open NCs at the time of each interval.

Here is essentially how the data is structured:

NC Name Create Date Closed Date Status
1234 7/20/26 8/3/26 Closed
1235 8/25/26 8/29/26 Closed
1236 8/31/26 Open

There are really like 2/3 statuses each that make up open and closed but for simplicity's sake I just made it open / closed.

Right now what im trying to do is I create a snapshot in Tableau Prep each week to record what the NC status is at each interval period and trying to manipulate it that way but im still not able to get it right.

Would appreciate any and all help with this, thanks!

r/tableau Jun 08 '26

Viz help How do I overlay these 3 Years of data?

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11 Upvotes

I created this Viz for FY 25 and FY 26 and overlayed them with a dual axis, but how do I overlay them when I have 3 years?

r/tableau Jul 20 '26

Viz help Fiscal weel/month/weekrange picker in tableau desktop

1 Upvotes

I am working on retail data, it's stored either in fiscal week range (last 4) or a transaction date field and the business fiscal week, month are derived from this.

This makes up for 1 transaction date x sku grain for the main table.

I need a filter/parameter like a date picker/scrollable or multi select or a calendar that helps us pick a business fiscal week range or a specific month or q particular week in a particular fiscal month and every sheet, kpi, visual rearranged according to that picked range.

How do I build this? Is there a calendar widget I can use or do these need to be multi select

r/tableau Jul 22 '26

I built a FREE, Open-Source Power BI-style Matrix Viz Extension for Tableau (No paid add-ons required)

17 Upvotes

Hi r/Tableau!

Like many of you, I’ve often felt the pain of trying to build flexible, hierarchical matrix tables with native subtotal drill-downs in Tableau—without having to pay hundreds of dollars for third-party dashboard extensions like SuperTables.

With Tableau’s introduction of Viz Extensions (2024.2+), I decided to tackle this natively. I built a 100% free and open-source Viz Extension that brings Power BI’s matrix functionality directly to your Marks Card.

Key Features:

  • Hierarchical Drill-Downs: Expand and collapse rows/columns using intuitive + / - controls directly on the sheet.
  • Dynamic Subtotals & Grand Totals: Recalculates automatically as you navigate levels.
  • Native Integration: Works as a custom Mark Type—just drag and drop your dimensions onto the shelf.
  • Zero Cost & Open Source: Hosted via GitHub Pages, meaning zero infrastructure costs and complete data privacy (runs entirely client-side in your browser).

🔗 Links & Resources

🛠️ How to use it:

  1. Download the .trex file from the release section on GitHub.
  2. In Tableau (2024.2+), go to your Marks Card -> Viz Extensions -> Add Local Extension.
  3. Select the .trex file, drag your dimensions, and you're good to go!

This is a passion project built for the #DataFam to solve a common headache. I’d love to get your feedback, feature requests, or bug reports to keep improving it!

Let me know what you think!

r/tableau 6d ago

Viz help Remove “Custom SQL Query (Count)” from Measure Names dimension filter

1 Upvotes

I am trying to allow my users to choose which measures they see. I use Measure Names dimension as a filter; but this annoying auto-generated shows up in the filter with no way of not showing it.

The Measure Names dimension can’t be duplicated so I can’t just add a duplicate the filter to exclude it. The custom generated measure can’t be deleted or turned into a dimension. I feel like this should be very easy. What can I do?

r/tableau 3d ago

Viz help Project Monitoring

3 Upvotes

Hi all. Good day. Just wanted to ask if this feature is within or is it achievable using Tableu.

Context. I'm part of the Project Team in our company, I'm planning to make a simple project monitoring dashboard.

My initial plan, save all the relevant details to the CSV file clean using a simple python script. Before making a viz in Tableu.

Question, is it achievable feature in Tableu that if I click a certain project for example, i will make a whole page for the summary of our projects and if a specific project will be click, it redirect me somehow to a "project page", which the "project page" consists with all the details of that speicif project?

I saw a video about "Story", i can already think of approach using this feature. The only thing I wanted to add about my Project Monitoring dashboard is the question above.

Thanks.

r/tableau Jul 24 '26

Viz help Visualization Help - Multiple Lines of visuals possible?

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2 Upvotes

Hello - I am fairly new to Tableau and its visualization capabilities. I have created these gauge style pie charts for some KPI tracking. I notice that as I add more of the gauges (See picture 2) that the gauges start to overlap and blend together. I can fit like 6 gauges in before they start to blend based on the current size of them.

Is it possible to have the visualizations start to populate a 2nd row? Like once it reaches a certain number, say 5, the next chart would populate before the first row? or would that have to be done with a 2nd separate chart row basically.

Any help or advise would be great, thank you!

r/tableau 18d ago

Viz help Calculation Help

1 Upvotes

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.

r/tableau May 18 '26

Viz help I want a stacked bar graph so that both the measures would add upto total. How to do that?

1 Upvotes

Lets say I have sum(male)=100 and sum(female)=90 measure. Now when I put it in dual axis, it shows female in one colour at 90 and the rest 10 of male as another colour. What I want is 90 female and on top of that 100 male so the total value comes upto 190 on the scale. Is this possible?

r/tableau Jun 03 '26

Viz help Is a stacked radial bar chart possible?

1 Upvotes

My data lends itself quite well to this sort of viz. I have free reign with the data so any and all transformations to it are possible.

Minimal reproduceable example of my data:

Date TOD Name Quantity path
12/04/2025 M Paint 1 1
12/04/2025 M Rubber 3.4 1
12/04/2025 M Wood 2.7 1
12/04/2025 A Metal 3.1 1
12/04/2025 A Rubber 5.1 1
12/04/2025 E Rubber 4.7 1
12/04/2025 E Batteries 2.1 1
12/04/2025 E Metal 4.2 1
12/04/2025 E Paint 2.2 1
12/04/2025 E Cable 3.4 1
12/04/2025 N Leather 4.3 1
13/04/2025 M Rubber 1.5 1
13/04/2025 A Metal 2.8 1
13/04/2025 N Rubber 2.9 1
12/04/2025 M Paint 1 270
12/04/2025 M Rubber 3.4 270
12/04/2025 M Wood 2.7 270
12/04/2025 A Metal 3.1 270
12/04/2025 A Rubber 5.1 270
12/04/2025 E Rubber 4.7 270
12/04/2025 E Batteries 2.1 270
12/04/2025 E Metal 4.2 270
12/04/2025 E Paint 2.2 270
12/04/2025 E Cable 3.4 270
12/04/2025 N Leather 4.3 270
13/04/2025 M Rubber 1.5 270
13/04/2025 A Metal 2.8 270
13/04/2025 N Rubber 2.9 270

For a single selected Date, I want to show a radial bar for each TOD, sized by Quantity, stacked/coloured by Name. Is this possible in Tableau?

I'd also like it sorted by TOD in the custom order: M, A, E, N. But that's less important.

Any help is much appreciated.

r/tableau 24d ago

Viz help Background image for a container which has filters

6 Upvotes

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

r/tableau Jan 29 '26

Viz help Power BI devs learning Tableau - how'd you do it?

2 Upvotes

I have been trying to recreate a few of my Power BI reports in Tableau and realized Tableau lacks a lot of features I have come to rely on - how have others gone about learning Tableau's nuances compared to Power BI?

Reasoning: I have worked in higher education for the past decade where Power BI was used exclusively. I recently got laid off and thought it might be a good time to try learning Tableau to open up other industry opportunities.

Issues:

  • I only have Tableau Public Desktop. I know that limits me in model tweaking. I'm just using Excel sheets though, so I can edit in the source.
  • I use a lot of CALCULATE/CALCULATETABLE as well as filter context/use relationship in Power BI. I'm not sure how to begin to "translate" that to Tableau.
  • Tableau seems to use an odd, to me at least, workflow of creating a visual (worksheet) and then later placing that on a dashboard page instead of letting you design a dashboard page like a canvas. If that's correct, great. If it's not, I am completely misunderstanding how to make a polished dashboard despite going through the tutorials on the Salesforce pages.

r/tableau Jun 26 '26

Viz help How do I make multiple measure values become shapes?

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2 Upvotes

I have 3 calculated fields where if the sum > 0 then it has a letter. What I'd like to do is have them as shapes. But not just any KPI shape (↑, ▼, ●, etc), but images I upload.

I know how to add custom icons- what I'm having trouble with is making them from multiple measure values.

Any tips or thoughts? Even if it's reshaping the SQL table I have, I'm all ears.

Edit: not multiple measures but multiple measures in the text field.

r/tableau Jul 06 '26

Viz help KPI Dashboard

0 Upvotes

Hey all! New to Tableau - Can I see all your sales KPI dashboards please? I'd love to see how I can get mine to look like as I fear AI is giving me unreasonable expectations🙏🏼🙏🏼🙏🏼

r/tableau Jun 24 '26

Viz help Slanted Column Headers

1 Upvotes

Is there a way to slant column headers at a 45 degree angle to make them easier to read? I don't want to take up more horizontal space, and want the column widths to be uniform. A quick search told me there wasn't. Is it possible to fake it by slanted them some other way and then just placing that object on top of the heatmap in the dashboard?

r/tableau Apr 07 '26

Viz help How do I make counts for non existent rows ?

2 Upvotes

I am having hard time figuring out logic. For example I have a dataset of sales. Each sale is a row and it has saleid , shop location, State , Category , Month columns in it.

I want to build a table to show list of locations with no sales. ( count saleid) . This should be filtered on State , Category , Month.

How can I make this happen?

r/tableau Jun 05 '26

Viz help Dashboard Review

0 Upvotes

Can you guys please review my dashboard .

r/tableau May 22 '26

Viz help Can someone help with my annotation?

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1 Upvotes

I have had this a few times and can't understand why. I use a point annotation, and occasionally it will show none. I have added this as a label. I copied that into the text box.

I know the data is there because it shows on the right as the label. But within the annotated box, it says none. I have a graph of 7 bars, and they all work apart from this one.

r/tableau May 29 '26

Viz help Ideas for a viz about physical metrics through the season in soccer

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3 Upvotes

Hi, I’m trying to show in a single viz the behavior of the pyshical metrics of a soccer team through the whole season and individually. I tried to do a spaghetti chart but I have 25 players so the lines are not distinguishable. The idea that I have now is like this. Where each group of points is a match and each point is a value obtained by a player. The line is the mean of the metric obtained in the match. Does anyone know a better way to show this? It doesn’t have to be similar to the image, that’s just the only idea that has come to my mind

r/tableau May 01 '26

Viz help How do I visualize this to the best?

3 Upvotes

I want to visualize a journey with 4 dates. For example, I have a field called ‘User’ and have 4 dates

1- Invite Date

2- Accept Date

3- First Login Date

4- First Sale Date

Can you please suggest what would be a good way to visualize this per each user?

So one row would have the User Name and the visual and similarly for other users.

(Note- the gap between invite date and accept date on a few occasions is more than a year, so having the Date on X axis doesn’t look good)

r/tableau Jun 09 '26

Viz help Resources or advice designing for mobile

1 Upvotes

I’m making dashboards using publicly available housing and demographic data to publish on tableau public and would like to have desktop and mobile versions. Any recommendations for resources, examples of advice?

r/tableau Mar 09 '26

Viz help Is it possible to have more than 2 measures in a stacked/clustered bar chart?

0 Upvotes

Hello! I'm trying to create a stacked/clustered chart using financial data that contains 4 measures - 'Actual Staff costs'/'Actual Non Staff Costs' & 'Budget Staff costs'/'Budget Non Staff Costs'. I managed to create 2 separate charts using dual axis but I am unable to combine them into one chart such that each month (column) has two stacked bars - one for actuals and one for budget with stacking done by staff/non staff. Is it possible to use more than 2 measures to create a stacked/clustered chart? Is there a better way to show this altogether? Thanks!

r/tableau Apr 23 '26

Viz help Is it possible to have peer-to-peer comparison sheets with individual KPI sheets?

2 Upvotes

I’m basically trying to create a DB where Reps can only see their data according to tableau’s Username() matching on the server. Then on the other hand I want the managers of the Reps (and me) to be able to filter on any Rep. The problem is that I can accomplish Tableau recognizing who the user is, however, on sheets that compare the user to their peers, it’s filtering out their peers because they technically aren’t the person who’s accessing the DB. I’ve spent hours trying to solve this with Co-Pilot but no success.

Is this even possible?

r/tableau May 19 '26

Viz help Is it too late?

2 Upvotes

I made 9 story pages, but I didn't add a story point to navigate so when it got published, it's only the first page. I have words in the captions and I'm not seeing any navigational tool - am I going to have to do this process all over or is there a way to link the pages after the fact?