Type Value Year
1 2 1907
2 3 1907
3 1 1907
4 5 1907
. . . .
1 24 2021
2 41 2021
3 10 2021
4 81 2021
I want to make a scatter plot and with dynamic filtering in a dashboard, choose which type to plot in. But the problem is when filtering I can only make that filter affects both X and Y axis. How to make a filter to X axis and other for Y axis?
One solution is to create two parameters to ask the user which types to use for the x and y axes, both of type whole number. Show both parameter controls (right click)
The purpose of the parameter is to ask the user a question and record the response. Each parameter can have exactly one value at a time, even though it can have a list or range of possible values.
Then create a boolean calculated field to determine whether a data record should be included, such as X type = X parameter and Y type = Y parameter (Its not clear from your problem description what those criteria really are)
Then put your calculated field on the filter shelf, and only include data records where the calc evaluates to True.
I'm new to Tableau but I have never seen a filter used on anything except selecting which rows to process.
You can accomplish what you describe by having one sheet per X-axis field you want, normal filtering on the rows ( Y-axis) , and a parameter on a dashboard to pick which sheet to display.
https://help.tableau.com/current/pro/desktop/en-us/dashboards_sheet_selector.htm
Related
looking to have a basic text grid by month by product, and then have a single filter on only 2 of the measures. For example:
Measures Filter
------------------
[ ] Sales <-- only show this
[X] Quantity <-- and this as options
[ ] Interest (don't show in filter)
[ ] Fee ( don't show in filter)
JAN | FEB | MAR | APR | MAY | etc ...
products
ITEM1 x x x x x
ITEM2 x x x x x
ITEM3 x x x x x
So the user can basically toggle between Sales or Quantity, and whichever they click on will fill out the x by month.
I was able to get this to work for everything except only showing the 2 measures I want to filter for. It only shows all measures for me in the filter and I can't figure out how to hide them.
What I did was
Drag Date to columns
Drag Product and MeasureNames to Rows
Can someone please help me on getting this correct? Any help or guidance is appreciated!
This is not the correct use case of FILTERS. Filters are normally used to filter (read subset) the data (read rows). Say for example If your dataset has 1000 rows/records and you want some report/visual/aggregation on say 500 rows (based on some criteria of course) you have to filter the data. For selection of argument (user based) in some report/viz, etc. Parameters are used.
Your desired example output is also a perfect case of use of Parameters. You may proceed as follows-
Step-1 Create a parameter (say parameter 1) with values as SALES and QUANTITY.
Step-2 Create a calculated field (say CF1) with the following calculation
CASE [parameter 1]
WHEN 'SALES` THEN [sales]
WHEN 'Quantity' then [Quantity]
END
Note: It is assumed that your field/column names in dataset are sales and Quantity
Step-3 Build your view (Crosstab here) with
months on Columns shelf
products on rows shelf
CF1 on text in Marks card (alternatively just double click it)
Choose measure for aggregation of CF1 as desired (default will be sum)
Step-4 right click paramter 1 and click show parameter. (select desired measure for aggregation in crosstab)
VOILA your desired view is complete. Good luck.
There is another options to add to Anil's good suggestion. You can also use Measure Names as a filter. Hide all measures apart from those you want in the filter, then put Measure Names on the filter shelf.
However, this means you can't use the hidden measures from the data source elsewhere, which can be a deal breaker. Duplicating the data source is a way around that limitation.
But if you only want to show the 2 measures and are happy with single select, then choosing the measure by parameter is the better option, as Anil suggests.
i'm totally new to Tableau but that is what I could potentially use at the workplace, so asking this question to decide if its worth it.
I've a monthly values dataset and I'd like the tool (Tableau) to generate a report to point out anomalies - the ones i have in mind right now are:
1) same data value for x months in a row
2) data value is 0
3) 5 parameters been reported last 3 months and all of sudden only 4 are reported
Is this possible in Tableau?
You can certainly do this. The below is a general example for doing anomaly detection (one standard deviation outside of mean) but you can modify the calc to fit your criteria. If you place your date field in the column position and your metric, lets say Sales, in the row position you can then create this calculated field to label the anomalies.
IF SUM([Sales]) < (WINDOW_AVG(SUM([Sales])) – WINDOW_STDEV(SUM([Sales]))) THEN “Bad
Anomaly”
ELSEIF SUM([Sales]) > (WINDOW_AVG(SUM([Sales])) + WINDOW_STDEV(SUM([Sales]))) THEN
“Good Anomaly”
ELSE “Expected”
END
You can then place the new field on your color mark to highlight each of the results.
I have a data set downloaded from the Social Security website. The data is in the form below, and contains the popularity (i.e., as defined by Count) of names, by gender, year and state:
State Gender Year Name Count First Letter
AK F 1910 Anna 10 A
AK F 1910 Annie 12 A
AK F 1911 Annie 6 A
AK F 1912 Alice 5 A
AK M 1912 Wilbur 7 W
AK M 1912 Thomas 7 T
Within Tableau, I'd like to Top X names by each of these categories (or all if not filters are applied). However, when I use a Top filter in a visualization, the underlying data produced by the filter is the form:
For example, I need the first ranked name, and be able to use filters to see how that changes by year, gender, and state. I'm thinking this might be accomplished by an LOD expression, but not sure where to start.
You can achieve this without needing a LOD calculation. Simply change your filters from standard blue dimension filters to be context filters. To do this simply right click on the filter when it is in the filter pane and click "Add to Context". The filter will be shown as grey. Now all ranks will be calculated after filters have been apllied
Why does this work? It is to do with the Order of Operations in Tableau. A calculation such as rank is a table calculation. As the name implies the calculation is processed on the entire data table before dimension filters are applied. However, when something is a context filter it creates temporary tables which are then used to calculate table cals.
Find out more here: https://www.google.com.au/search?q=order+of+operations+tableau&oq=order+of+operations+tableau&aqs=chrome..69i57j0j69i65j0j69i65j0.3475j0j7&sourceid=chrome&ie=UTF-8
I'm facing problem in getting the max % and min % from a table containing % difference values.
Year-----A----------B---------C---------D---------Max %----Max Type----Min %----Min Type
2012
2013---4.30%---4.42%---4.34%---4.38%----4.42%---------B-----------4.30%---------A
The table above shows the % difference in sales from previous year. Thus 2012 shows no % (because there's no 2011). I used table calculation to compute the % difference, i.e. "Percent Difference From", compute using "Table (Down)" and "Previous".
The last four columns are what I'm having trouble doing. I want to get the max % and min % and also the corresponding types. I'm not trying to add the four columns to the existing table, but to get the correct results, as my ultimate goal is to display that results on the dashboard, i.e. on my dashboard, I want to display the highest % and its corresponding type; similarly the lowest % and its corresponding type. For example: on my dashboard, I want to display:
Highest % and type: 4.42% B
Lowest % and type: 4.30% A
So, I need to have the correct formulas to get the max % and min % and their types. These are what I did:
I tried to use WINDOW_MAX and WINDOW_MIN to display the max % and min % on the table but got funky wrong results.
1) I first get the formula in calculating the % difference from the "Customize" button from "Edit Table Calculation" window of SUM([Sales]): (ZN(SUM([Sales])) - LOOKUP(ZN(SUM([Sales])), -1)) / ABS(LOOKUP(ZN(SUM([Sales])), -1))
Then I created a calculated field of the above formula. I named the calculated field "Percent-Diff".
2) I created another calculated filed (named "Max % Difference") using the formula: WINDOW_MAX([Percent-Diff]). But it shows strange results. See image below. I don't know why it gives me 2.78% and 2.91% for 2012 and 2013 respectively. It should be 0% and 4.42% for 2012 and 2013 respectively. Something is not correct.
If it is just SUM([Sales]) instead of % difference, then I get the correct result of showing the max sales using the formula WINDOW_MAX(SUM([Sales])).
3) Also I don't know how to get the corresponding type. I tried using the formula: IF [Max % Difference] = [Percent-Diff] THEN ATTR([Product Type]). But it returns:
NULL
B
I'm not sure if the formula is correct. It looks correct on the result (i.e. "B" is correct), except that it also shows a NULL value which I don't know why. I think it's because I didn't include the ELSE part in my IF formula? But why the NULL value is shown as the first value? I want the formula to return just one value, "B". So, how to only just show "B"?
I've posted twice the problem in tableau forum, but as of now, nobody has answered my problem. I believe that my formulas are incorrect. So, if anyone here can correct the formulas to get the max % and min % from % difference values and also to get the corresponding type, then it'd be very much appreciated. Thanks a million!
It's hard to tell not knowing how your database looks like (as you didn't explicitly presented it, but I can try to infer based on the clues you left on your post). But I could reproduce something like you said using the Sample - Coffee Chain Database, and it worked out well, calculated yoy sales increase by product and then window_max of that.
What you're probably missing is the partitioning. I suggest avoiding using Table or Pane to create the partitions in more complex situations (as it will work only in that specific arrangement of fields), but rather use the dimensions to partition it.
So, your [Percent-Diff] field should be compute using [Date], and your [Max % Difference] should be compute using [Product Type]. IMPORTANT, for [Max % Difference], when you go to Edit Table Calculation, you'll have to choose the Compute using for [Percent-Diff] as well (you can choose on the top of the window)
Your formula to find which type is the max (or min) is also correct (and should only respect the partitions). Nevertheless, it is very hard to have the exact output you're expecting.
What I would do is to create 2 spreadsheets (and later combine them in a dashboard).
The 1st would be what you already got (Each product [Percent-Diff]
The second one I would change your formula (3) to just [Max % Difference] = [Percent-Diff], and use it as filter (filtering only true). I would drag both Date and Product to the sheet (you choose if you want it on columns, rows, or just detail) so I can use them to partition the table. And drag [Max % Difference] to be visualized.
That way you'll only see the product that is the max, and how much is that max.
Hope it helps
i'm trying to draw a Graph with a user-friendly timeline having every day/week (to be decided by time range) as a label at x-axis. However, the datasource values are given on another basis - there might be 10 entries one day and the eleventh comes in a month.
See the photoshop image:
With the latest Core Plot drop I cannot find a way to do it, need your help.
Regards,
user792677.
The scatter plot asks the datasource for x-y pairs of data. There is no requirement that either value follow some sort of sequence or regular pattern. Other plot types work similarly, although the names and number of data fields can vary.
In your example, return 4 from the -numberOfRecordsForPlot: method. Return the following values from the -numberForPlot:field:recordIndex: method. The table assumes your y-values are calculated by a function f(x), but they can of course come from any source. Use the field parameter to determine whether the plot is asking for the x- or y- value.
Index X-Value Y-Value
0 1 f(1)
1 3 f(3)
2 9 f(9)
3 10 f(10)