tableau tips and tricks

Click and Drag to Create Duplicates in Tableau

We at XeoMatrix have gathered a few tips & tricks that can make your Tableau development experience even more efficient. Today's topic is: Click and Drag to Create Duplicates. To easily create a duplicate image, icon, chart, or graph in your Tableau worksheet, you can use the control, click, and drag shortcut. We've created an…
tableau dashboard displaying donut chart

How to Make Donut Charts In Tableau

Donut charts have begun to replace Pie charts in data visualization. While they provide a similar level of detail or insight into data, the Donut chart has become best practice. To learn how to make donut charts in Tableau, follow our step-by-step tutorial below. What Is a Donut Chart? A donut chart is very similar…
embedded analytics dashboard on a laptop

3 Tips for Embedded Analytics Beginners

As business continues to move online, data has become an increasingly important metric. Whether you are collecting data from social media, website conversions, advertisements, or email newsletters, you need to understand it and leverage it to make decisions. This is where embedded analytics can help. If you're haven't already taken the plunge with embedded analytics,…
tableau tips and tricks

Add Data from an Online Source in Tableau

We at XeoMatrix have gathered a few tips & tricks that can make your Tableau development experience even more efficient. Today's topic is: Add Data from an Online Source. If you want to add data into your Tableau worksheet from an online source, you can easily copy and paste it. Let's say, for example, that…
example crosstabular dashboard view in tableau

How to Remove Grouping from Crosstabs In Tableau

Tableau creates crosstab groups in order to help us quickly understand data. However, these groupings are not usually the best way to present visual data to an end-user. In this article, we will teach you how to remove grouping from crosstabs in Tableau. What Are Crosstabs in Tableau? A crosstabular view in Tableau shows detailed…
broker portal sales funnel dashboard

What Is Modern Business Intelligence?

As the pace of business continues to accelerate, business intelligence has quickly evolved to meet the needs of data-hungry users. Modern business intelligence tools have opened the door for self-service analytics and brought data reporting to the mainstream. But how do you know if it's time to make the switch to a more modern set…
tableau tips and tricks

Quickly Add a Flat File to Tableau

We at XeoMatrix have gathered a few tips & tricks that can make your Tableau development experience even more efficient. Today's topic is: Quickly Add a Flat File to Tableau. Tableau is able to quickly load flat files with a simple click and drag. Below, we have an empty example worksheet and an example flat…
tableau tips and tricks

How to Right-Click and Drag for Aggregations in Tableau

We at XeoMatrix have gathered a few tips & tricks that can make your Tableau development experience even more efficient. Today's topic is: Right-Click and Drag for Aggregations. To add aggregations to your visualizations, you can use a simple right-click and drag. We've created an example visualization below to show you to use the right-click…
xeomatrix sales analytics dashboard

Why You Need An Embedded Analytics Strategy

Embedded analytics has become standard practice for a large number of companies. It saves time, streamlining workflow and data reporting. It allows you to reach new customers and improve your digital presence. As the digital landscape continues to change, it is more important than ever to have an embedded analytics strategy. Without one, you could…
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