Tableau Tip: KPIs and Sparklines in the Same Worksheet. I'm writing this blog post outside of a Starbucks in the Sao Paulo airport.
Sao Paulo you say? I'm in Brazil this week with four other folks from the San Francisco Bay Area TUG to help Tableau leaders in Rio de Janeiro and Sao Paulo get their own TUGs started. I see this as a way that I can give more than I take from the Tableau community. Yes, this is what I choose to do with my vacation time (it's a bit of a sickness) and no, Tableau doesn't pay me to do this.
Anyway, as I was on the plane, I thought it would be great to kick off the week with a new tip. Top 10 Tableau Table Calculations. This page shows 10 powerful examples of Tableau's Table Calculations.
Most require writing a simple formula of some kind. Each example contains a live example and instructions in a tabbed view. You can download any workbook for a deeper look. In order to view and re-create these table calculations, you will need a copy of Tableau Desktop. You can get a free 14 day trial here. Table Calculation Basics Table Calculations rely on two types of fields: addressing and partitioning fields. Partitioning fields do what it sounds like they do: they partition your data into separate buckets, each of which is acted on by the calculations.Addressing fields define the “direction” that you want your calculation to take. In the example to the right, we have a running total of sales. Learn more. Tableau Training. The Tableau Desktop Starter Kit data visualization (above) was designed by Lari McEdward, Dusting Smith and Ellie Fields from Tableau Software digital team.
This viz was originaly featured in Tableau Public blog "20 Days to Tableau Success" Tableau Training and Tutorials - Online training and tutorial materials from Tableau. On-Demand Training section provides useful videos to improve Tableau use and skills. InterWorks Training Resource - A comprehensive collection of over 100 of the most requested links, blogs, tips and tricks the InterWorks team uses regularly, to help speed trainers in their way forward after a Tableau training course. The Power of Tableau Actions. How to create highly interactive Tableau dashboards using actions: a step-by-step tutorial and an example workbook Even if you are creating the most basic chart with Tableau Software, the visualization already includes a great set of interactive features without the need for using special functionality: clicking on a data point highlights this point and shades off all others.
Clicking on an entry in a color legend highlights all data points belonging to this category. Hovering over data points displays tooltips with all used underlying data, and so forth. Thoughts on data visualization and Tableau. Menu Navigation within a Tableau Workbook - InterWorks UK Blog. There has been a conversation floating around on how to successfully navigate around different sheets of a workbook.
On the face of it there doesn’t appear to be an obvious way of doing this in Tableau (perhaps Tableau 8.0 will address this!!). However it is possible and below is an example of a menu system within a Tableau workbook which uses actions to navigate from sheet to sheet. It is definitely a useful trick to know about but is a little bit fiddly to set up. It is achieved by creating a series of sheets which will be used for navigation purposes. One will need to be created for each target dashboard plus an extra one for the return to main menu if you want. The text itself is created through a simple calculated field with the string written inside and dropped onto the label shelf. Create a menu dashboard to drop all the link worksheets onto, format to taste and you’re ready to go. Share this with your network...
Tableau Zen. Alan Smithee Presents: Changing Viz Types with Dashboard Containers and Parameters. Alan Smithee Presents. What’s new in Tableau 9.0? Part 2 – Level of Detail Expressions « Bora Beran. Level of detail expressions extend Tableau’s calculation language by introducing the capability to define at what level aggregations should happen.
It is a small syntax change but implications are HUGE! I will focus on the technical details in this post with a few examples to clarify the concepts. Stay tuned for a series of posts on Tableau website from our Product Consultants which will cover a range of business questions you can answer using level of detail expressions with lots of example workbooks, perfect for some inspiration. What is level of detail anyways? In Tableau, the results for a calculation such as SUM([Sales]) depend on the context.
For example if [State] dimension is on Row shelf, SUM([Sales]) will give sum of all transactions for each [State]. Below is an example using the Coffee Chain dataset. Tableau 201: How to Make Bullet Graphs. Tableau. Top 15 LOD Expressions. Tableau’s mission is to help people see and understand data.
Our features are carefully designed to help people transform data into meaning. One area of focus is calculations. The easier it is to express ideas in a calculation language, the more meaning people can generate. The introduction of Level of Detail Expressions in Tableau 9.0 is a breakthrough in this regard. These new expressions let people express powerful concepts using simple statements. Level of Detail Expressions provide a way to easily compute aggregations that are not at the level of detail of the visualization. Each of the following 15 workbooks contains customized data sources and can be downloaded for further details. 1. Finding the number of orders each customer has made is relatively easy, but what if we wanted to know the number of customers who made one order, two orders, three orders, and so forth?
Consider the sales database of a superstore that has multiple items per order.