💡 Tableau tips & tricks

Data storytelling, one tip at a time.

I love sharing insights on data visualisation using Tableau and other tools. Dive into the full write-ups below.

Tip

Tableau Tip: Create a Funnel Chart

Learn how to create a basic Funnel Chart in Tableau Desktop!

21 July 2026 · 3 min read
Tip

Tableau Tip: Drag In/Out of Calculations

Did you know you can drag fields in and out of Tableau's calculation editor? It's a simple trick that makes testing logic, building YTD calculations, and experimenting with formulas much easier.

16 Feb 2026 · 2 min read
Tip

Add 2 Dimensions on Colour

Want to colour by two fields in Tableau without losing the first? Learn a simple hack to combine dimensions on the Marks card — and a quick Shift-drag shortcut to make it even faster.

2 Feb 2026 · 2 min read
Feature

TinyTableauTip with Tore Levinson: Custom Date Variables

Check out my TinyTableauTip feature with fellow Tableau Ambassador, Tore Levinson, covering custom date variables.

10 Oct 2025 · 1 min read
Feature

Interview: Behind the Viz with Will Sutton

A 'Behind the Viz' interview with Iron Viz legend Will Sutton on chart choices, mock data and enhancing traditional tables.

10 Oct 2025 · 1 min read
Tip

Add Comments to Calculations

Document your Tableau calculations as you go with single-line and multi-line comments — great for your future self and your team.

21 Aug 2025 · 1 min read
Tip

Custom Format Labels

Use the text editor in the Marks Card to customise chart labels so your key values actually stand out.

10 Apr 2025 · 1 min read
Tip

Use the SIGN() function

Quickly identify positive and negative values in Tableau with SIGN() — perfect for colouring bars in a click.

17 Mar 2025 · 1 min read
Tip

Dynamic Usernames

Show a viewer's own name on your dashboard using USERNAME() or FULLNAME() — no calculation required.

17 Mar 2025 · 2 min read
Tip

Use the CEILING() function

Always round up to the nearest whole number in Tableau — handy for anything that can't exist as a decimal.

17 Mar 2025 · 1 min read