Upgrade Your Visualizations with These New Tableau Features

The recent release of Tableau 10.3 has given marketers and analysts alike some innovative new features to better visualize and understand their data. With a mix of updates to data access & management, visualization, and collaboration, the latest version has helped make it easier than ever to tame the big data beast and provide outstanding visualizations to help display the progress behind your KPIs.

Even with these new features and upgrades, being able to effectively turn your company’s data into useful visualizations can be a tremendously complicated challenge. To help with this, I wrote a piece earlier this year that helps solve 3 of the biggest Data Visualization challenges that brands encounter. With that said, let’s get to the exciting new features of Tableau 10.3! 

 

Data Access & Management

Recommended Database Table & Join Selections for Server

This feature uses machine learning to recommend the most relevant tables and accurate join methods to make data stitching easier. For example, if you have multiple data points with the name ‘Conversions’, it will choose the most relevant field based on your previous behavior and what is on Tableau Server. Then it will join it to other data points in a default direction best suited for you. This is a huge time-saver if you have similarly named fields from multiple data sources.

Query Caching

To optimize Tableau’s performance, you now have the option to pre-compute data for the workbooks that you view the most with scheduled refreshes. This can drastically reduce the load time for larger workbooks that were once cumbersome to work with.

Workbook Performance after a Scheduled Refresh

 

PDF Connection

Tableau can now read and upload multiple tables that live in PDF files without having to convert to Excel. It’s as easy as selecting a file, selecting the pages for Tableau to read, and adding them to your workbooks. Although there are some limitations with more complicated tables, this can still save time if you constantly have to reformat from PDF.

 

Visualizations

Tooltip Navigation

This feature allows you to scroll over details within your visualizations to drill down from the information contained within the tool tip. In the example below, we can see if other products in this subcategory have low profits. You can also change the content of these tooltips so it’s customizable to the information that your viewers care about most.

Tooltip Navigation

 

Distribute Evenly

No more wasting time resizing visualizations pixel-by-pixel! You can now select a series of charts and distribute them evenly so that your dashboards look polished and even. 

Most Recent Data Pre-Sets

Instead of manually adjusting dates every time, you can set your workbooks to display the most recent data by default. This feature allows you to automatically display the latest data upon opening a workbook.

 

Collaboration

Alerts

You can now set custom alerts within Tableau to email you and your team when there is a major shift in your data. These manually-set alerts send an email when a threshold has been crossed at the intervals you set. Currently, only email alerts are available.

Improved Story Point Navigation

Tableau’s Story Point feature gives analysts the ability to tell stories with their data without crowding their dashboard with text. The new dot-style navigation feature seen below helps you edit and navigate stories more efficiently with one-click undo, redo, and deletion.

Improved Story Point Navigation

 

What’s Next?

Tableau regularly releases updates with new features, in fact, Version 10.4 is already in beta testing as I type! With new features such as better data discovery, dashboard spacing, enterprise enhancements, and more, it can be difficult to keep track of the latest news and updates that are critical to your data visualization success.

This is where our team of experts can help provide clarity. We stay up-to-date with the latest versions and understand the different data visualization options available across the industry, from Tableau to Klipfolio and Qlik to Sweetspot. With the guidance of our data visualization leaders, you can ensure that your company has the most up-to-date data visualization tools necessary to track your KPIs and make better business decisions.

 

Want to learn more about how you can make the most out of your Data Visualizations?
Reach out to us at info.US@ebiquity.com.

 

 

 

By Victoria Sawtelle
About the Author:

Victoria Sawtelle is a Senior Analyst, Team Lead at Stratigent.

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