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>.

Belinda needs to call business partners in foreign countries regularly. She has a dashboard showing various deadlines that she has to monitor. If a deadline is overdue, she may need to talk to the partner in question. She has already integrated email in the dashboard via URL action. She came to me because she wanted to initiate phone calls right from the Tableau dashboard. BTW, the calls have to be made through Cisco Jabber, a network based phone software.

This post is about labeling a trellis chart that's already in dual axis.

In earlier posts on labeling trellis chart, we use one axis for the labeling function. Many times, the chart is already in dual axis (both axis are taken). What should we do then?

Here we are going to show two approaches about labeling a dual-axis trellis chart: 

Labeling with Stacked AxisLabeling with Shared AxisLabeling with Stacked Axis

This is a simple approach.

In online Tableau literature, I noticed that most people referred to Zen Master Chris Love's formula in a 2014 post about the size of a trellis chart.

For the Column (X axis) and Row (Y axis), the formula are

X axis = (Index()-1)%Int(Sqrt(Size()))Y axis = Int((Index()-1)/Int(Sqrt(Size())))

Size() is related to the number of trellis cells. The formula are based on Sqrt(Size()) and will result in asymptomatically the same numbers of columns and rows, or a square-like trellis chart.
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