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Data analytics & business intelligence articles written by renowned data experts.

How to Create Multiple Select Parameters in Tableau

How to Create Multiple Select Parameters in Tableau What are Multiple Select Parameters in Tableau? As its name suggests, multiple select parameters allow you to select multiple parameters. It functions in the same manner as multiple select filters in Tableau.  … Read More

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YTD Flags in Power Query

YTD Flags in Power Query What are YTD Flags in Power Query? Dates tables are an integral part of creating data models in Power BI. Dates tables allow you to normalize a variety of different date fields and perform calculations … Read More

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Import v Direct Query: Here’s What You Need to Know

Import v Direct Query: Here’s What You Need to Know When connecting to data in Power BI, you need to choose whether you want to use Import or Direct Query mode for connecting to your data. Using the Import method, … Read More

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Page Navigation in Power BI

Page Navigation in Power BI Enabling users to sensibly navigate your Power BI reports is crucial for providing users with a great user experience. Luckily, there are a variety of ways to do this in Power BI.  In this blog … Read More

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How to Make the Most of Power BI Tooltips

How to Make the Most of Power BI Tooltips

This blog will briefly explain how to set up the simplest version of tooltips and go over a more advanced use case with step-by-step directions. … Read More

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How to Create a Power BI App

How to Create a Power BI App We know that Microsoft Power BI is a robust tool. But did you know that you can create your own Power BI App for you and your audience to use? And I’m not … Read More

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Optimizing Power BI Reports

Optimizing Power BI Reports Why is it Important to Optimize Power BI Reports? When developing reports in Power BI Desktop (or any software for that matter), good performance in terms of load time is important for gaining trust with stakeholders … Read More

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Report Page Tooltips in Power BI

Report Page Tooltips in Power BI Fitting all the details you want displayed about a certain data point in your report can be a struggle. Often, it’s getting to that next level of your data’s granularity that is the tricky … Read More

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Power BI Beginner Basics: How to Create Toggle Switches and When to Use Them

Power BI Beginner Basics: How to Create Toggle Switches and When to Use Them This blog series, Power BI Basics, is for those new to Power BI, who have a lot to learn, and a lot to digest. I hope … Read More

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Creating a Measures Table in Power BI

Creating a Measures Table in Power BI Creating a measures table in your Power BI data model is one of the most common questions we get from folks wondering how they can better organize the measures they create.  When navigating … Read More

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Power BI's Sum vs. Sumx

Power BI’s SUM vs SUMX: What’s the Difference, REALLY?

Power BI’s SUM vs SUMX: What is the Difference, REALLY? For many Power BI developers, the difference between the DAX functions SUM and SUMX can be a confusing topic. Though they are similar, there is a big difference, and if … Read More

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Always Asking Why: Tess Newkold’s Journey to Tessellation

Tess Newkold’s Journey to Tessellation: Always Asking Why Growing up I was always the kid asking “why?”, I was good at math and science, loved exploring and learning new things. I was the typical nerdy kid who loved reading about … Read More

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How to Enhance End-User Experience: Cascading Multi-Select Filters in Tableau

How to Enhance End-User Experience: Cascading Multi-Select Filters in Tableau Recently, a client requested a better end user experience for selecting child accounts under parent accounts. Tableau has always had simple filtering capabilities, but we wanted to provide a similar … Read More

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How to Process Batch Data in Power BI

How to Process Batch Data in Power BI What is Batch Data? Organizations produce, consume, and store large amounts of data. Batch data is extracted once or in batches (for instance hourly or daily). It is then transformed, stored, and … Read More

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How to Parameterize Data Sources in Power BI

How to Parameterize Data Sources in Power BI Introduction When developing Power BI reports for projects, you will find that switching over data sources from development to production can often be tedious if there are a lot of queries. Parameters … Read More

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From Box Scores to BI: Connor Burton’s Journey to Tessellation

From Box Scores to BI: Connor Burton’s Journey to Tessellation Early Interest in Data My path into the world of data analytics is one that started at a young age with box scores. A box score is basically a table … Read More

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A screenshot from the Tableau server that say, "Configure Data Source"

How to Publish to Tableau Online with Alteryx

How to Publish to Tableau Online from Alteryx Designer One of the most frequent questions we get from Alteryx users is: “How do I publish to Tableau Server or Online?”  Users want to be able to make use of all … Read More

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How to Use Tableau Server Client in Python: Querying View Image

How to Use Tableau Server Client in Python: Querying View Image There are times where you might need a quick image of a Tableau view, but you don’t want to spend time formatting it correctly. You might need multiple views … Read More

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How to Export Data from Power BI to Excel

How to Export Data from Power BI to Excel For many teams that use Power BI shared workspaces, having the ability to export the data in their reports and dashboards directly to Excel is crucial. This feature is important because … Read More

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A Beginner’s Guide to Alteryx: How to Use Regular Expressions

A Beginner’s Guide to Alteryx: How to Use Regular Expressions In this article, we will be going over some basics of using the parse functionality of the RegEx tool in Alteryx.  What is Parsing? Parsing data is the process of … Read More

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What is the Difference Between Date Parts and Date Values in Tableau?

What is the Difference Between Date Parts and Date Values in Tableau? If you work with dates in your data set, then it will be important for you to understand the difference between date parts and date values in Tableau. … Read More

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Slicers vs. Filters: The Difference and When to Use Them in Power BI

Slicers vs. Filters: The Difference and When to Use Them in Power BI Slicers and filters in Power BI may look like they do the exact same thing, and in many cases, they can accomplish the same task, but understanding … Read More

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How to Turn a Tableau Dashboard into a Report-Ready Slide Deck

How to Turn a Tableau Dashboard into a Report-Ready Slide Deck Tableau dashboards are often meant to be interactive and allow the user to explore and discover insights. But what if you received a last-minute request from your manager to … Read More

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Jealyn Montes

Telling Stories with Data: Jealyn Montes’ Journey to Tessellation

Telling Stories with Data: Jealyn Montes’ Journey to Tessellation As a child, I was always fascinated with learning and helping others. I was fond of going to school just so that I could learn one new thing a day. Even … Read More

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Parameter Actions to Change Date Ranges in Tableau

Parameter Actions to Change Date Ranges in Tableau

Parameter Actions to Change Date Ranges in Tableau One key data filter for almost any Tableau dashboard is to be able to filter by date ranges to see how metrics change over time. Business users are typically given a lot … Read More

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Marshall Shelton

Where Programming and Creativity Meet: Marshall Shelton’s Journey to Tessellation

Learn how a change of college majors lead Marshall Shelton down a path towards becoming a data analytics consultant at Tessellation. … Read More

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3 Step Tutorial: Implementing Dynamic and Flexible Date Picker in Tableau

3 Step Tutorial: Implementing Dynamic and Flexible Date Picker in Tableau

3 Step Tutorial: Implementing Dynamic and Flexible Date Picker in Tableau This post was inspired by frequent client requests to have a menu of quick date presets like the one you see on left below. Why is the list so … Read More

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Eric Carpenter

Eric Carpenter’s Journey to Tessellation: From Slopes to Statistics

Eric Carpenter’s Journey to Tessellation: From Slopes to Statistics When your ambition is stronger than your complacency, personal growth can begin. My journey into data, and ultimately to Tessellation, started at these crossroads. For as long as I can remember, … Read More

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Mitch Lee Journey to Tessellation

From Small Organisms to Small Multiples: Mitch Lee’s Journey to Tessellation

In this blog post, Mitch Lee tells the story of how he started from a career in microbiology to transitioning to the data analytics industry. … Read More

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Data Science Stats Review: Pearson’s, Kendall’s, and Spearman’s Correlation for Feature Selection

Data Science Stats Review: Pearson’s, Kendall’s, and Spearman’s Correlation for Feature Selection

Data Science Stats Review: Pearson’s, Kendall’s, and Spearman’s Correlation for Feature Selection An important part of the data science development cycle is determining which features should be included in a model. While it may be tempting to throw all of … Read More

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phData and Tessellation Merger

Tessellation is Joining Forces with phData

We’re absolutely ecstatic to announce that we’re becoming a part of the expert data team at phData. … Read More

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HOW TO CREATE DYNAMIC TITLES USING FILTER ACTIONS AND COUNTD IN TABLEAU

How to Create Dynamic Titles Using Filter Actions and COUNTD in Tableau

How to Create Dynamic Titles Using Filter Actions and COUNTD in Tableau The ability to filter dashboards is one of the top requirements in developing business dashboards. If there is a way to slice the data you can almost guarantee … Read More

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Austin Wilson Journey to Tessellation

Journey to Tessellation: Austin Wilson’s Life-Long Passion of Data and Intelligence

Journey to Tessellation: Austin Wilson’s Life-Long Passion of Data and Intelligence Growing up, I’ve always had a passion for data and intelligence. As a boy, I was constantly trying to figure out the natural world around me, asking big questions … Read More

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Best practices for optimizing snowflake for tableau performance

Best Practices for Optimizing Snowflake for Tableau: Performance

Best Practices for Optimizing Snowflake for Tableau: Performance Why this Series? Katrina and I were chatting a couple of weeks ago. Though she is a skilled Tableau Developer and Snowflake user, she mentioned that she couldn’t find many details on … Read More

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Creating Custom Gauge & Needle Charts in Tableau

Creating Custom Gauge & Needle Charts in Tableau We’ll start off by saying that gauges generally aren’t the best data visualization approach. This is because gauges involve two violations of best practices: 1) the gauge is effectively a curved bar … Read More

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Best Practices for Optimizing Snowflake for Tableau: Extract Versus Live Connection

Best Practices for Optimizing Snowflake for Tableau: Extract Versus Live Connection Why this Series? Katrina and I were chatting a couple of weeks ago. Though she is a skilled Tableau Developer and Snowflake user, she mentioned that she couldn’t find … Read More

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How to Calculate a Dynamic Selected and Prior Fiscal Year Tooltip in Tableau

How to Calculate a Dynamic Selected and Prior Fiscal Year Tooltip in Tableau I recently encountered a problem using a string value of the fiscal year and how to show both a selected year and the prior year based on … Read More

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3 Fun Tips for Containers in Tableau

3 Fun Tips for Containers in Tableau! During an internal data visualization learning session at Tessellation I presented on a couple of fun ways that I use containers in my Tableau dashboards. Although many of the folks on the call … Read More

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Jake Miknuk’s Journey to Tessellation: There is a Beginning and End to Everything

“There is a beginning and end to everything.” My dad has imparted this little bit of wisdom to me during almost every major transition in my life. Coming from a United States combat veteran who served for a year in … Read More

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Five Ways to Create a Well-Documented Tableau Dashboard

Five Ways to Create a Well-Documented Tableau Dashboard Ever been asked to update a dashboard you didn’t create? Are you handing off a completed dashboard to a client who will now maintain the dashboard? Ever have a dashboard break months … Read More

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From Teaching to Tessellation: Jennifer Hunter’s Journey to Consulting

From Teaching to Tessellation: Jennifer Hunter’s Journey to Consulting From a young age, I’ve loved all kinds of puzzles, strategy games, brainteasers, and anything that involved problem-solving. In school, I quickly became the “go-to” for my friends who needed help … Read More

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Well, Here I Am: The Phil Perrin Journey into Data Visualization & Analytics

Well, Here I Am: The Phil Perrin Journey into Data Visualization & Analytics Education I was always good at math. In high school, I skipped our pre-calculus course and went straight into Calculus. I then received our school’s Calculus award! … Read More

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How to Calculate Dynamic Point-In-Time Metrics in Tableau

How to Calculate Dynamic Point-In-Time Metrics in Tableau What is a Point-in-Time Metric? Here are several examples: Temperature and weather measurements Pending support tickets Open claims Active devices in IOT data Customer accounts in a specific status Number of employees … Read More

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From Urban Planner to Data Analyst: Lynda Chao’s Journey to Tessellation

From Urban Planner to Data Analyst: Lynda Chao’s Journey to Tessellation The Early Signs Growing up, I have always enjoyed creative activities; from doodling to ceramics or graphic design, this part of me persisted well into college. I knew I … Read More

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Growing Data Analytics Technologies: Getting Started with Snowflake

Growing Data Analytics Technologies: Getting Started with Snowflake If you’ve been around the data or database world for a minute, you’ve probably heard of Snowflake before. It is one of the fastest growing technologies disrupting and improving the way we … Read More

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Facebook Prophet Tutorial: How to Use Time Series Forecasting

Facebook Prophet Tutorial: How to Use Time Series Forecasting Dealing with uncertainty is difficult. If we knew exactly what would happen, planning for events and outcomes would be a lot easier. In the case of a business, knowing what is … Read More

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network visualization of harry potter characters screen time

How to Create Network Visualizations in Tableau

How to Create Network Visualizations in Tableau Network visualizations display relationships between elements by linking nodes with common characteristics. This allows the user to visualize clusters quickly and determine relationships. Unfortunately, the development process in Tableau isn’t as straightforward. To … Read More

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How to Use Multiple Collapsible Containers in Tableau

How to Use Multiple Collapsible Containers in Tableau Tableau 2021.2 presented a new feature that allowed for collapsible containers on dashboards. This tutorial shows you how to use multiple collapsible containers on a dashboard. For background, you will be embedding … Read More

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Photo of Taguma Nicholas

Taking Apart Toys to Tessellation: Taguma Nicholas’ Journey to Analytics Consulting

Taking Apart Toys to Tessellation: Taguma Nicholas’ Journey to Analytics Consulting Curiosity Turned to Passion The most distinguishing attribute I inherited from my Father is a sense of curiosity, his interest in Computer Programs and Design, and mine in whatever … Read More

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Photo of a Sudoku puzzle

How I Used Alteryx to Solve Sudoku Puzzles 4,000 Times Faster

How I Used Alteryx to Solve Sudoku Puzzles 4,000 Times Faster Anyone who knows me well knows that I love board games and puzzles. I also love to develop algorithms that play board games or solve puzzles for me. In … Read More

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