0:00Hey, Tim here. In 21.4, Tableau have added
0:02the Salesforce color palette and they've
0:04improved
0:05formatting for parameters in WebEdit. Let
0:07me show you how that works. First, you can
0:10see here that
0:10I'm on this dashboard. I'm not in edit view
0:12, so what I need to do is jump up into the
0:14edit
0:15capability so that I can edit this and
0:16actually show you the features. So let's go
0:18ahead and do
0:19that. Let's hit edit. Let's open this up
0:21and you can see that it goes straight into
0:23WebEdit.
0:24WebEdit is getting really, really good. I
0:26think it's getting very comparable to
0:28desktop and
0:28especially with the formatting, it's
0:30catching up really quickly. Now what I want
0:33to do is I want to
0:33start by adding a parameter. So what I'm
0:35going to do, I'm just going to click any of
0:36these charts.
0:37The parameter doesn't really sort of matter
0:39in this particular case which one I add
0:40because I
0:41just want to show a feature in the
0:42parameter. I don't really need to change it
0:44much and I'll move
0:45my face here to the left hand side so you
0:46can see it. So the parameter that I've
0:48brought in is now
0:49over here on the right hand side. What I'm
0:51going to do is I'm going to click on it and
0:53then I'm
0:53going to go to the drop down and I'm going
0:56to select the formatting capabilities which
0:58I have
0:59escaped me. Actually they're not called
1:00formatting, it's the editing capabilities
1:02and inside of the
1:03editing capabilities we have the formatting
1:06. So I sort of lost my trail of thought
1:08there but
1:09nonetheless formatting capabilities here
1:11for Tableau Server and Tableau Online is
1:12great
1:13because now you can customize these formats
1:15to whatever format you want especially when
1:17you look
1:17at numbers here. You've got all the
1:19different sort of formatting functions you
1:21've had. One thing I
1:22actually like about this is the standard
1:24currency here has a whole list of different
1:26formatting
1:27countries and currencies already
1:29implemented in here so you can just pick
1:31based on the country
1:32you're in and you're pretty much good to go
1:34or if you want to you can customize this
1:36completely and
1:36you're pretty much solid. So the formatting
1:39capabilities for parameters here are
1:40catching up.
1:41This is a really nice quality of life
1:43improvement. The next thing I'm going to
1:45show you is the Salesforce
1:46Color Palace. Now this isn't really a big
1:48deal unless you use Salesforce but the idea
1:50here is
1:51you might want some of the color palettes
1:53you use in Tableau to be in line with what
1:54sits inside of
1:55Salesforce. So let me move my face back to
1:57the right hand side here and for this one I
1:59'm actually
1:59going to go to shipping. I want to see if
2:02the shipping categories here actually lend
2:04itself
2:04nicely to the particular categories you
2:07want to do. Yeah it does. So what you can
2:09see here is that
2:10we have a categorical coloring system here.
2:12By categorical I simply mean one color
2:14relates to
2:15one particular value in a dimension. So you
2:18can see that blue relates to shipped early,
2:21this light
2:21brown to shipped on time and this sort of
2:23darker brown to shipped late. If I had more
2:25of a continuous
2:26coloring scheme like we just had here over
2:28on the product scheme where you have the
2:30profit ratio
2:31which has a diverging color range this
2:33doesn't really apply because the Salesforce
2:35color palettes
2:36are more for those dimensions and you know
2:38distinct colors than they are diverging
2:40color
2:41ranges. So the way to think of this is that
2:43if you have a continuous item and therefore
2:45you have a
2:46range of values and you'd have a color
2:48scheme that has a range of values whereas
2:51if you don't have a
2:52range of values you just have distinct
2:54values and you just have distinct colors
2:56essentially.
2:56So nonetheless I want to change this here.
2:59Let's go into this particular sheet and
3:01what I'm going
3:01to do is hit the color tab over here on the
3:03left hand side, click on edit colors and
3:05you can see
3:06you get the standard color palette options
3:08that's absolutely normal but if I go to
3:10this drop down
3:11and I go all the way to the bottom you can
3:13see that we have these you know palettes
3:16called lightning
3:17and lightning is essentially a hint towards
3:19Salesforce. So lightning default, lightning
3:21color safe, lightning light, lightning dark
3:23, lightning blue grass, lightning sunrise,
3:26lightning
3:26water, lightning watermelon, whatever which
3:30one of these you want to apply go ahead and
3:32apply them
3:33and they should match the same colors that
3:35you see in Salesforce for those same
3:37references. So if I
3:38go ahead and close this go back to my
3:40shipping tab this should hopefully look a
3:42little bit more in
3:44place if I was to put it on Salesforce. I
3:46have to say all of the lightning color pl
3:48ats are pretty
3:48garish if Salesforce actually has colors
3:51like this used widely in the in the tool I
3:53don't know let me
3:54know in the comments then man these are
3:56really bright colors so that's pretty much
3:58it for 21.4
3:59for these two capabilities Salesforce color
4:01palette and the ability to format
4:03parameters
4:04in tabla server and tabla online. If you
4:06haven't checked out the other videos on 21.
4:084 please do
4:09check them out. WebEdit is getting much
4:11much better again I've covered many
4:13improvements
4:13to WebEdit over the last few releases so
4:15check those videos out as well I'll try and
4:17put a
4:17playlist together for the top right of the
4:20screen right now but nonetheless thanks for
4:22watching and
4:22I'll catch you in the next video.
Tableau | Data visualisation | Tool strategy