I love using Tableau, but it took a while to understand everything Tableau can do. I want to help you get up and running faster than I did. I love reading your comments and hearing your ideas for future videos.
I would first play with the Year over Year change (table calculation). If you don't want to see the previous year's value, you can hide it. To make it dynamic is more involved. You may have to create a separate calculated field to calculate the previous year's value. Then create another field to calculate the percent change. Let me know how that works, or if you have sample data maybe I can work something up for you. (Sorry it took so long to respond.)
Great technique. Since index only corresponds to position (row number) in the table, it is not intuitively related to any of the lines of data. If one wanted to scroll to a specific name in the table, how would one do this? How could you link the name you are searching for to the corresponding row index number? Parameter action? LOD? I'm trying to accomplish this with a RANKED table which has a similar numbering scheme. Thanks in advance.
I would want to understand why you are trying to do what you are suggesting rather than filtering on a specific name. I am assuming the names will be dynamic (new ones being added), so tying to a specific number (in Tableau) would be tough. (Sorry for the late reply and lack of a solution.)
Everyone will be able to see the shapes in your published dashboard. If someone were to go into the actual Tableau file, they would need access to where the image was stored for it to be visible.
Hi,i tried this to toggle dashboards using 3 navigations inside a vertical object n created a show/hide button on that vertical , but when i click on one navigation n dashboard is opened, the button is still keeps showing all the 3 navigations , like a drop down remains opened I’m doing this because my dashboard doesn’t have space to add 3 navigation button side by side
I haven't tried embedding show/hide buttons in vertical containers. I've always changed the show/hide button images to a information icon, and it seems to work for my end users.
You might be right. This is a difficult for people to understand, at least it was for me. Someone explained it with pre-existing containers and it worked for me, so I took the same approach. Hopefully you found something useful in the video.
Thanks for the video! What if I need to show the KPI1 and KPI2 but not the KPI3? I'm using many measures and my idea is to show by groups, for ex. If I select the group A it will show me from KPI 1 to KPI 4, but if I select the group D it will also show me its KPIs
Look at the formula at time stamp 2:32. You can add as many IF/ELSEIF scenarios that you want. For example, ELSEIF [KPI selector]="Group D" then sum([field]). You would add this logic to all the fields in Group D. Let me know if that doesn't help.
Weston -- thanks so much for this insight! Question -- do you know how to pass multiple parameters to a dashboard that has two or more filters? Thanks!
With any extension can this functionality of leaving a default table for download be added? If you have any information to apply it in tableau public I would appreciate it
hi, is there a way to make the scroll automatedly? Background: I have a table dashboard that is published on the tableau server, then shows as a google chrome webpage on a large monitor, my users want to be able to see the whole table (about a few hundreds rows), if scrolling to the end then automatedly start from the beginning and loop. Is this achievable?
Really cool., Thanks Weston. Can you please guide me how to change the "DATEPART('quarter', [Start date])" to just "Qtr" i tried the way you told, but not working. Please guide. Thank you.
There may be an issue with the formula, or it could be the type of information you are trying to get. Are you trying to get 1, 2, 3, 4 for the quarter?
If you want to create anything, you'll need the Creator License. A good, cheap option is to get Tableau Public. You can link to Excel data sources and create charts and graphs. You won't be able to copy/paste images of your visuals, but if you do a screen shot you should be okay.
@TableauWeston, thank you for your response and question. To address your inquiry, no, I currently do not use Google Maps integration because I am unfamiliar with the process. However, I am actively researching ways to incorporate Google Maps into Tableau. On another note, I am creating a personal CV portfolio in Tableau, and to showcase the locations where I have worked, I aim to include an interactive map.
@@tahirtahirzade5051 I'm not sure how to integrate with Google Maps either, so if you figure it out please let me know. I've seen a couple interesting resumes done in Tableau. They look cool, but I'm not sure how practical they are for actually getting a job. Good luck.
Hi Palmer, This was a very interesting video. The First day of the month is correct but I have a small suggestion. Kindly update the title of this video to "Tableau Tutorial - Calculate the First Day of current Month/ Last Day of the Previous Month (DATETRUNC, DATEADD)" . The current formula shown in this video for the "Last Day of the Month" will return the Last Day of the Previous Month not the current Month. If the title cannot be corrected then please correct the video content to show the correct Last Day of the Month. If we need the Last Day of current Month we need to make use of the below formula in the Filters shelf and select True. DAY([DATEADD('day',1, [Order Date])])=1. This is just a friendly suggestion!!! BTW you got yourself a new subscriber 😀👍 Regards, Deepak.
I don't believe pie charts can have reference lines. If you want to show targets for the various slices, I would create a separate "target" pie chart and either display them side-by-side or overlay them using a dual axis.
Love the video very helpful! What would the formula look like if you wanted the details behind the 109 and not the 393 in the tool tip? How would you do that?
Are you wanting to see the details for the particular category, like Furniture? In that case, just passing "Category" through the filter in the embedded visual should work. Feels like I'm misunderstanding the question. Please let me know what I'm missing.
I am still finding a solution for First and Last date case statement for e.g. IF ISNULL([touchpoint_date]) THEN "Date Null" ELSEIF (MAX[touchpoint_date]) THEN 'Last Touch' ELSEIF (MIN[touchpoint_date]) THEN 'First Touch' ELSE 'Mult Touch' END
Thank you for the kind words. I think you want to compare the [touchpoint_date] to the First Touch and the Last Touch. I recommend first creating two LOD calculated fields. {FIXED:MAX(touchpoint_date)} as the Last Touch, and {FiXED:MIN(touchpoint_Date)} as the first date. Then use those calculated fields in the IF-THEN calculation.
You may need to add additional dimensions to the FIXED calculation. For example, if you only want the Last Touch date for a vendor, product, store location, etc. , then put them in the FIXED calculation like {FIXED vendor, product, storelocation:MAX(touchpoint_Date)}. I hope that helps. Check out my other LOD videos.
Thank you so much for the response. So to give you a background I am trying to reset all filters which incöude 2 parameter range date filters. I have found a way to reset the regular filters, i am now trying to use the same button to reset parameters to the dates when the workbook opens eg. 01-01-2023 - 20-12-2023. I am not even sure if that is possible
@@Syzemic This will be pretty complicated. I think you would need two parameters - one for the start date and one for the end date. Follow the video to set the parameters to a new value. I'm not sure if you can set the parameter to the value of another parameter. Depending on what you are trying to accomplish, you may suggest the dashboard user to select the "Refresh" button (a Tableau default) rather than trying to create a separate filter.
@@TheGrabBag_RootBeer Yeah I thought so as well. Just from a ux prospective its better if we have one apply all button and one reset button. Also the reset button remains selected when you click it so you have to click it twice, seems a bit buggy.
hello sir i have been looking for this dashboard for a long time Thank You so much .Sir what if i filter the bar char is percent of total What precautions i shall be taking . If Possible can i have dataset ?
If the bar chart is showing the percent of the total, chances are the filter won't work because the percent of total is a table calculation that will not link to a specific field value. Do you have a location where you want the data set sent?
Under the Analysis menu, select Totals, then "Add All Sub-totals". You will then need to right click the dimension (blue bill) to unselect the sub-totals you don't want.
Here's a link to my Tableau Public profile where I've used this logic with basketball shots. public.tableau.com/app/profile/weston.palmer/viz/2023-24ZachBasketballStats/StatSheet
I believe I used Excel and shaded the cells, then used the snipping tool. You could use PowerPoint as well. I liked Excel because I felt I could easily make the cells the same size horizontally and vertically. Good luck. Thanks for asking.
Unfortunately, because the menu items show up in the tool tips, I'm not aware of a way to adjust the size. However, the latest versions of Tableau have a hide/show button on contains, which will give you a lot more flexibility. Look up my video on hide/show buttons.
@@TableauWeston - Hi Weston! I used your steps for my Report where I wanted to exclude entire site's user if one of the category is deselected from Category filter for which that site was restricted. But I can not show them as BAN for final dashboard and create a map chart to show unique users by province because it calculates Unique users by Site ID in FIXED LOD formula. So if I remove Site ID from the view, nothing is showing on the report. Is there a way to show BAN and Map chart?
@@user-li4wz8st6l If you are looking for the unique user count on a map, would you even need to use the FIXED function? I would need to look at some sample data, maybe even a packaged workbook. Unfortunately, it sounds more involved and will require some research. Feel free to support me through Patreon or reach out via Linked in for a separate contract.
