Does anyone know if I can add two rows together so that I end up with just one row in Tableau (see screenshot)? So, if both rows are city Aachen and one row has a value for cost but not for purchasing power and the other row has a value for purchasing power but not cost, I would want just one row with both values. I am not interested in the columns "Table Name" and "Document Index(...". Thankful for any help!
Manipulating data like that in Tableau is usually no-go. Nevertheless, you can try Tableau prep and you should be able to do what you need here. Or maybe a different tool (even excel).
With that said, even though you have the info in two rows, the default approach for Tableau is always to aggregate data, so even if you have many rows with similar cases, once you take it to a viz using City (for example) as a dimension, this issue shouldn't really matter.
Related
I'm new to Crystal and trying to figure out how to bring in a value from a table with multiple matches without creating duplicate rows.
I have a table of inventory items, and each inventory item has several matches in a costs table. For example inventory item 1234 may have a match for a labor cost, a material cost, and an overhead cost.
What I'd like to do is to have a single row for the inventory item, a column for it's labor cost, a column for it's material cost, etc.
So far the best I've been able to do is to create a formula field for the labor cost and use a conditional to show the cost if it's labor cost type id, but that just resulted in multiple rows where only one showed the cost and the rest showed zero.
What I would probably do in SQL (right or wrong) would be to create common table expressions for each type with the item id and the cost so each CTE would have only one cost value, then link those CTEs to the main query.
I know this is probably a really basic thing to do, but I couldn't seem to find any answers with Google. I'm happy to read over a resource if someone could just point me in the right direction.
Thanks in advance.
Add the Cost table several times to the report, once per each cost type.
This will create aliases that you can name based on the intended type.
Do the join on item ID but also add a record selection criterion for each alias to restrict it to only records of the desired cost type.
There are a couple of other options but the solution above is the cleanest approach.
I ended up accomplishing this by creating sub reports for each of the values that I was wanting to see, linking them on the item id, and filtering each report on the cost type. If there's a better way I'd love to know.
I am creating an interactive 'calculator' using tableau. I have a series of dataframes that I have crossed with one another, such that the resulting dataframe is every possible combination between the tables, and every row is unique.
Each column is its own worksheet as a table. Each table in the dashboard is a pane. So, here we have a series of tables with selectable units of measurement, and the final pane on the dashboard should filter to the cell for its respective column, on the unique row of the dataset that the user has selected and 'filtered out'.
I'm having some issues getting this to work and not sure why.
The closest I can think to solving this would be 'Cascading Filters.' Here are a couple resources:
General Use
In dashboard action-filter form
The critical piece, however, is that the filters must be selected in a specific order - therefore making them 'cascading.' This may differ from your presumed concept of clicking/filtering in any order on the worksheets to then arrive to a final answer. I do think that this may be a limitation of Tableau - I don't think that a 'many to many' type of relationship can be set up within Action Filters.
Truth be told I'm not entirely sure what it is I'm trying to do here, well, that is I know what I want to achieve, but not how to go about it... so here's hoping you can help point me in the right direction!
I need to create a Crosstab report which has customers down the side, dates for columns, sales for figures. Simple enough.
Where it gets tricky is that they then want another row beneath the customers which singles out two customers, and their sales for one particular product.
They then want another row which will remove that figure from the total of the overall sales total for the first section (see example image).
I'm not really sure where to even start with this. I think I may need to use a query union, but every time I start I get kinda stuck... help!
That's not a crosstab. The summary calculations don't work. It's probably going to end up being three crosstabs formatted to look like a single crosstab. The first crosstab is everything down to the Total line. The last two lines are each crosstabs. Set the Size & Overflow, Padding, Margin, and other formatting properties so everything is layed out, bolded, and shaded the way you want.
You can create this as a crosstab
If you are okay with setting each customer as a fact
You can add them to a crosstab in any order you want
Then you can create a new data item and use a conditional statement that sets the metric to be the specific customers the consumer wants
For example,
IF([Customer] IN(?PrmCust) Then([Sales])Else(0)
For the revised total, unlock the report and replace them with layout calculations that take the total and reduce it by the amount of the selected customers
I have a calculation and it outputs multiple values. Then I am creating a table on those values. For example, in below data my formula is
if data is 1 then calculation is `one`
if data is 2 then calculation is `two`
if data is 3 then calculation is `three`
as three doesn't really appear in the output, when I create a table, three is not displayed. Is there any way to display it?
I tried table layout >> show empty rows and columns and it didn't work
data calculation
1 one
2 two
Tableau discovers the possible values for a dimension field dynamically from the query results.
If ‘three’ does not appear in your data, then how do you expect Tableau to know to make a column header for that non existent, but potential, value? It can’t read your mind.
This situation does occur often though - perhaps you want row or column headers to remain stable, even when you change filters in a way that causes some to no longer appear in the query results.
There are a few ways you can force Tableau to pad ** or **complete a domain:
one solution is to pad your data to make sure each value for your dimension field appears in at least one data row.
You can often do this easily by using a union to append some extra rows to your original data. You can often add padding rows that don’t impact any results by leaving all your Measure columns null since nulls are ignored by aggregation functions
Another common solution that is a bit more effort is to make what is known as scaffolding data source that is not much more than a list of your dimension members. You can then use that data source as a primary data source with data blending, making your original data source secondary.
There are two situations where Tableau can detect the absence of data and leave space for it in the visualization automatically
for numeric types, you can create a bin field that will automatically pad for missing bins
similarly, date fields can show missing values because, like bins, Tableau can tell when a month doesn’t appear in the data and leave room for it in the view
I am trying to do a list report with about 40 columns(Dims+measure) but not able to get it right,
the requirement pushes the Tableau limitation by exploiting its limit to only 16 columns.
How can I get this done?
I read this
Here is my Tableau workbook with 16+ columns but no column header
Go to Analysis-->Table Layout -->Advanced and change the number in Rows and Columns as per your need.
You can't add more than 16 to this, but increase it to 16 (for identification).
So, save the Tableau file with extension .TWB. Then open this file in notepad.
Then search for the text: attr='row-levels'.
You will find something like:
<format attr='row-levels' value='16' />
<format attr='row-horiz-levels' value='16' />
Change the value of 16 to desired column numbers. Save the notepad file. Open it in Tableau.
The measures names and measures values special fields can help here and covers most use cases. (Using the measure names and values fields is likely a better choice than creating 40+ marks cards as you did in your posted example)
Put Measure Names on the column and filter shelves and measure values on the text shelf. Then add the measure fields you want to the Measures Values shelf. Then put the dimensions that you wish on the rows shelf.
A single field+aggregation can only be on the Measure Values shelf once, but a field can repeat with different aggregations -- so you can show the min, avg and max of a measure in 3 different columns.
As you mentioned, you can increase the max col and row headers up to 16 each via the Analysis->Table Layout->Advanced menu and panel. Beyond that point, adjacent columns will still display, just be coalesced for display.
Still you can have an apparently arbitrary number of fields on the measures values shelf, so can display as many columns of measures (data) as you wish, even though adjacent header columns for dimension (~category) get coalesced for display once you hit the header limit.
Tableau is optimized for summarizing data for efficient interpretation by humans, so displaying extremely wide tables of data is not the best fit for the tool (or a human reader frankly). Importing and exporting large tables is certainly possible.
At the 2015 conference I went to a session called "Use Tableau Like a Sith" and they showed us how to change the XML to workaround the 16 limit. Caveat being this is not supported.
Find the entries in the attached image and change their value to 40. In the screenshot, the Sith presenters were changing them to 36.
Here is a workaround for some data sets:
convert your fields from Dimension to Measure, and then
display using Measure Names / Measure Values, as #Alex Blakemore suggested.
For example, Boolean fields can be converted to numeric using INT().
PROS:
It is easier to change which fields to plot using Measure Names / Measure Values.
Faster performance, at least for some data sets.
CONS:
Often data sets have some fields that cannot or should not be converted to measure.
Not as easy or straightforward as changing Analysis > Table Layout > Advanced settings, or the xml-editing workaround suggested by #Cyndi1976.
There are Two ways:
Edit the saved .twb file and edit the Below xml code by opening the workbook with Notepad
<format attr='row-levels' value='16' />
<format attr='row-horiz-levels' value='16' />
Create 3 different worksheets each consisting multiple column but each worksheet consisting columns >16 and place them in single dashboard. So you will get one view with 40 columns.
A good way to do this is to create groups and filters. I'm sure, out of 40+ columns, a good number of them can be converted to either of the above, giving a neater look to your dashboard, making it easy to comprehend your data.
Let us assume you're creating a dashboard to show the overall split of mobile recharges for a company x.
One of the option is to have multiple columns; each for:
the mobile OS
OS version
service provider
recharge rank
Sub-category (Prepaid / Postpaid)
...
the easier and elegant way to reduce the number of columns is to populate a dropdown list with these values. Not only this will make the dashboard easier to comprehend, it will reduce the number of columns one has to refer to interpret the data and would also reduce the technical limitations imposed on the number of columns.
to create a group in Tableau:
include the fields in the result set i.e. use the column[s] in select statement.
select os, os_version, service_provider, rank, subcategory ... from schema.recharge_table [where...];
In the Sheets view of Tableau, right click on the field to create group. Let's create a split on subcategory.
Group the sub-categories, give them proper alias to be recognised easily.
Drag the Group to filter and you've successfully and elegantly reduced one column.
16 is the maximum limit for row/column labels in tableau table.
Put 20 columns on one sheet and 20 one the other dashabord. Drag and drop both sheets on to your dashbaord, and you should be having 40 columsn.