Before Belinda asked me about making phone calls from Tableau dashboard, she had some issues in creating an email template in Tableau. Many people might have known how to do the basics. Here I would share some tips on composing an email template with some formatting, and on making it easier to edit the template.

Email Template

The email template is expected to be as follows, in which there are a few fields from the data table. Belinda will use the template to communicate with her business partners regularly.

URL Syntax 

We need to compose a URL based on the above email template, which is to be included in a URL action.
The syntax of the URL is as follows:

Mailto:<Recipient Email>?Subject=<Parameters.Subject> <Invoice ID>&Body=<Parameters.Text1>
$<SUM(Amount)> due on <Due Date>. <Parameters.Text2>&Bcc=<Parameters.Sender Email>

The orange fields are inserted from the data table. The purple fields are parameters. Note that all the orange fields need to be placed in the view of the worksheet, namely in Rows, Columns or in Mark's card.

The static texts are saved in a number of parameters. Note that %0A%0D is the code for the line break. (%0A, %0D, %0A%0D seem all working as line break in both Mac and Windows. Not sure what the difference is.)

<Parameters.Subject>: Please send us invoice
<Parameters.Text1>: Hi Team,%0A%0DIn our record, there is
<Parameters.Text2>: Please let us know if you can send us the invoice in a timely manner. %0A%0D %0A%0DThanks.%0A%0DBelinda
<Parameters.Sender Email>: belinda@somecompany.com

By placing the static texts in parameters, it's easy to edit them. Otherwise, editing them in the action setup, can be tedious. 

We could have used calculated fields for the static texts instead of parameters. It is more expensive that way because it adds more columns to the data set.

Action Setup

The action setup is like this. We choose to run action on Menu.
Caveats
1. If one of the fields is within Measure Values, do not insert it into the URL directly. Instead, place the field in question into Detail first. Then you can insert it into the URL.

2. Do not check the Allow Multiple Values box.
3. If one of the fields has a Null value, it will break the mailto URL. The remedy is wrapping the field with IFNULL(Field, Replacement_Value). Do this for every field that may have a Null value. (Credit: Ethan Hahn)

4.For the native function UNSERNAME(), we can't use it directly in the URL. Instead we need to use its LOD form: {MAX(UNSERNAME())} (Source by Kevin Flerlage)

Set up Tooltips

To view the menu action link quickly in tooltips on data marks, we need to set up tooltips with the option of "On Hover - Show tooltips on hover". Otherwise, we may not see the action link for email.
The demo workbook can be downloaded here. The email link can be seen by hovering mouse on the amount.
Try to send me an email if you wish.

Resulting Email

An example of the resulting email is like:
I would like to thank Tableau Zen Master Jeffrey Schaffer for the line break code! Feel free to leave comments or contact me at twitter@aleksoft.

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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.

(Addendum: Jonathan Drummey has a much better Tableau-only solution that I missed from his presentation. I only caught later part of the presentation. You might ask him about it if you know him.)

In a recent presentation, Tableau visionary HOF Jonathan Drummey talked about a solution for a variable row heights in a text table. The question apparently came from a perfectionist tableau designer. Tableau is not really made for text processing.

[Forward: I asked ChatGPT o1-mini who then wrote this. Hope it helps. All the credit and the blame go to ChatGPT.

I went over the plan and it looked decent. Whether it can be done in 30 days or not, it depends on the person and the time he spends on it. By the way, ChatGPT can be a really good study buddy. Ask it questions whenever you have any.]

This comprehensive 30-day plan is designed to take you from a Tableau beginner to an advanced user.

Mundane charts are those basic ones that all data visualization beginners can create, possibly with Show Me in Tableau. They are the boring ones at times because many people tend to create fancier ones just to show off. 

I actually like the mundane ones a lot because they are not only easy to create but also easy to be read by the stakeholders.

Pareto chart is a very powerful tool, providing great insights into the data set and into the business at stake.

A while ago, Sharon came to me asking a question regarding Pareto Chart Multiples. That is, per each category, there is a Pareto chart. And we need to create Pareto charts for all the categories. This chart allows us to quickly view the few most important factors that matter to the majority of output in each category. 

Vilfredo Pareto (1848-1923) is the father of the 80/20 rule: 80% of output are produced by 20% of input. It works magically well through all the years.

[Update: The product manager Wilson Po alerted me that the Viz Extension is still a work in progress. It will not be part of the incoming version 2024.1. Instead, it will be released later in 2024. Just be patient]

Tableau 2024.1 is coming. I got a chance to test drive it. As I wrote a bunch of posts on Sankey chart tutorials in the past, I am most excited by the new Sankey chart type. Here I would like to share what I learnt. This is a quick preview. Your comments are welcome.

Buzzfeed recently asked Midjourney to draw images of people in 50 US states.  So the AI drawing tool created 50 images of couples that represent its perception of the people in each state.

I just put the images into a tiled map in Tableau. Each image is added as a background in each tile.

And also I added Viz-in-tooltips to enlarge an image to look at more details.

Feel free to download the workbook and explore it.
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The folks at Business Expert had a brilliant idea. They asked AI's perception on UK banks as a dog. I am inspired to do the same on US banks.

ChatGPT is asked to confess its perceptions on top US banks as a dog. Then Midjourney is tasked to generate the images. Check out what dog is matched to your favorite bank.

All are put together into a single-sheet Tableau dashboard. Feel free to check it out.

Through my previous post on the new Sankey chart type, I got in touch with Wilson, the product manager leading the development of this new chart type. I made some comments on creating multi-level Sankey via cascading of single Sankey's. He told me it can be done already by dropping more dimensions into the Level card.

As an enthusiastic user of Sankey charts, I am excited to learn that a Sankey chart type is being piloted in Tableau Public (Web Edit only). I wrote about Sankey chart design in multiple posts. Sankey chart may appear in different forms depending on applications. 

I played a little with it just to evaluate it. Here are my initial findings and comments.

1. The basic Sankey

I can quickly create a Sankey with 2 dimensions and 1 measure.
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