When I was building a Tableau dashboard for sales analysis, I faced a situation where the Sub-Category field had too many detailed values, such as Chairs, Tables, Bookcases, and Furnishings, etc. As a solution for this, I used a CASE statement to group them into simple categories like Seating, Storage, and Other. By using the … Read more >>>
When I was working on a Tableau report, I had the row labels grouped instead of being repeated for every row. With this, it was difficult to read the table because users had to view each row to understand which row label applied to it. For example, instead of seeing the row header repeated on … Read more >>>
Recently, I was creating a sales report using Tableau. In this report, I needed a simple way to compare Sales, Profit, and Quantity across different product categories. Using a bar chart, it was possible to show the trends, but I would like to display the data with the dimension name and measure values, similar to … Read more >>>
While working with agents in Salesforce, there are various types of agents with distinct capabilities. We can only deploy some of them in the Salesforce org so that Salesforce users can use them, while others can be deployed on external sites, such as community sites, for external or end users. In this Salesforce tutorial, we … Read more >>>
While creating the job application form in Salesforce, I need to add a validation so that if the applicant selects the “Certification Done” checkbox, they must also provide details in the “Certificate” field. This ensures that applicants who have completed a certification must enter the certificate name or details before saving the record. The validation … Read more >>>
When working with Tableau dashboards, I created parameters to apply conditional filters on the Tableau worksheet data. The issue was that, using only one parameter, I was unable to add dynamic filters to Tableau charts. I wanted users to be able to select multiple values from parameters simultaneously, similar to how filters work. As a … Read more >>>
When I was working on a Tableau workbook, I wanted a feature that would allow us to toggle between two different charts on the same dashboard. For example, sometimes I wanted to see a bar chart of sales by region, and other times I wanted to switch to a line chart showing sales trend over … Read more >>>
Recently, I created a sales Dashboard in Tableau to display the charts showing overall sales, profit, and categories. Later, I customized the dashboard and added filters so that users can filter and view the specific data in the worksheets directly in the dashboard. By adding filters in Tableau dashboards, we can avoid the need to … Read more >>>
When I was creating a text table in Tableau, I noticed an “Abc” placeholder column appearing at the end of the table. At first, I thought it was a label I had added, but later I came to know that it’s Tableau’s default placeholder text that appears when no measure is assigned for a dimension. … Read more >>>
I was given a task while employed by an organization to determine whether a date exceeds a certain date. It enables us to streamline workflows and processes depending on particular dates, as well as better manage and organize our data in Salesforce. In this article, we will learn how to check if a date is greater … Read more >>>
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