This may be obvious to others, but not to me. Only up to recently, I had to
- Click Add a New Data Source
- Refill server address, port number, database name, username, password
so that I can connect to a data source that I already have. Tableau never offers the option of saving those details, obviously for the sake of security.
What a hassle! And we don't have to.

Here are the steps to clone a connection:
- Right click a data source and select Duplicate
- Right click the new copy and select Edit Data Source
- In the Edit Data Source window, select a different table and rename the connection
Voila! This works with all databases, flat files, and web connectors, Google Analytics ... that Tableau offers in adding a new data source.

Hope this saves you a few minutes and a few memory cells, if you didn't know this before.
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(Refresh the page if you want to view the gif image multiple times. Or go to Tableau Public and click the button at the top-right corner.)

Jake and I collaborated on a dashboard. He told me that he learnt a way to create an in-place help page in Tableau. He first saw it at a conference somewhere and couldn't recall who the speaker was. So I am blogging here about it but the credit goes to somebody else. If anyone knows who the original creator is, leave a comment below.

The key idea is to float a semi transparent worksheet on top of the dashboard, where a help text box is strategically placed on top of each chart. This way, we can explain how to view each chart and what data points are important, etc. This worksheet is collapsible by a show/hide button. 

Below I would like to show how this worksheet can be constructed.

1. Sheet with a single data mark.

  • Double click the empty space in Marks panel and add two single quotes. Make the null pill a text label. This creates a single null mark.
  • Set the view as "Entire View"

2. Create an show/hide button

  • Go to the target dashboard
  • Drag a floating vertical container to the dashboard, making it cover all the area of interest.
  • Drag the Single Null Mark sheet and drop it into the above container. Hide the sheet title.
  • Create an open/close button for the container and place the button at the top-right corner.

3. Add annotations

  • Format the sheet background opacity as 70% in the layout manager             
  • Select area annotations and place them anywhere of interest. 
  • Write help text and format it to highlight important messages.  
  • The text can serve as functional guide and/or insight guide.

Here is an example. Feel free to download the workbook and explore. Click the "i" button at the top-right corner to view the in-place help. 

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