I am trying to make a graph/chart of showing a measure category-wise. The categories are further subdivided into sub-categories and these sub-category has also been added in the view.
What I am trying to achieve is to include category wise measure sub-total in the view but as a label only. If I am adding sub-totals from analysis pane, another bar is added which I do not want. I only want that these sub-total values be displayed as a label under each category.
How should I proceed?
For this purpose sample superstore data on tableau may be considered.
I have done some workaround to show it like this.
step-1 added a desired 'sub-total' field like this (Sample -superstore data in tableau)
{Fixed [Category]: SUM([Sales])}
Created a view thereafter like this, which in my opinion should serve your purpose
Related
Im trying to perform a KPI on Tableau based on the rank of certain variables such as sales and profit as the excel example below
KPI = If the country position (using rank formula on Tableau) is on TOP 3 = GREEN; TOP 5 = YELOW; OTHER = RED. As the second table shows
On Tableau, I would have to create 2 calculated field KPI_SALES & KPI_PROFIT following the logic above
The ideia is to use the forms with the 2 calculated fields created above, however, the problem it that Tableau only allows to use one variable on forms which is my problem, i will have to use 2 variables on this example
There is any other way to accomplish it?
Yes, you can do this. Go to each sheet and click on the Label Card in the Marks Shelf. Then click the box that says "Allow labels to overlap other marks". See picture.
I have solved the problem by creating fake columns such as sum(0)
so each card would allowed by the chose different variables to put on marks as the picture below shows
I am creating a capacity dashboard that has a granular aspect with multiple rows on the axis. The purpose is so that the user can see the specific view as the fields get more specific, such as Region to Market to Territory. My main problem is if there is a way for a user on Tableau Server to be able to edit the axis (maybe through a filter) so they could basically scale back the granularity a little bit. I know that in Tableau Desktop, you can just remove the dimensions, but I am hoping there is away to do that as a user in Server. Here are some pictures of my
workbook for examples:
You can see that when Territory is removed, it get less specific and shows all of Canada as a whole, grouped together. I am hoping there is a filter view or some way a user could change this dynamically. I have created a parameter with strings that matches the row dimensions that maybe when selected, will show up to that row, but I am not sure how to link that into the dashboard. Here is a picture of that:
Thank you for any help!
The best way to do this is to create a Parameter with your three Axis choices. It should look like this:
Next, create a calculated field that only references the Parameter like this:
Next, you will create three separate sheets. On each one, add the Axis Filter to the Filters Shelf. One each separate page, select one of the three values in your Parameter. (Tip - if the value doesn't show up you can either change the parameter or type it in manually under "Custom value list".)
What this does is create a filter whereby only ONE of the sheets will show up at any time. Meaning if you want to work on the Market sheet select the Market value in the Parameter.
Finally, to bring it all together, you will put these on a dashboard. Create a new Dashboard and add a Horizontal (or Vertical, it doesn't matter) Object (aka layout container) onto the dashboard. Put all three Sheets inside the layout container. You will see only one will be displayed but all three will have headers. On each sheet, click on the header and check "Hide Title" like this:
Finally, click on any downward triangle and show the parameter:
Now, by changing the parameter your user is selecting from three different sheets... effectively letting them change the Axis.
You can also view this documentation on the Tableau Help site.
I'm building my first dashboard in Tableau and I'm just beginning to learn all the nuances. Right now, I have a basic text table as shown in the image below. I'm trying to add an "Average" column at then end which will give the average per "Assignee" across the 5 fiscal week's shown. I assume there must be a pretty simple way to do this, but I've searched all over and cannot figure it out. I've been able to change the "Grand Total" column to show averages, but not add an additional column so I can display both data points. Can anyone provide some insight into how to make this work?
There are two things you can do:
Go To "Analysis/ Total/ Show Row Grand Totals" and the go to "Analysis/ Total/ Total All Using/ Average" This will give you the row and column averages. Your questions sounds like you want row average but column total, so you should try the second option.
Create a calculated field with WINDOW_AVG(sum([YourMeasure])) (Replace [YourMeasure] with the meassure you want to average. I couldn't see the full name in the screenshot) I will call it AverageMeasure
Then drag the AverageMeasure pill into the rows shelf, right click it and choose "Discrete".
It should look something like this now (I used the Tableau default data set):
If you want to format the number properly, right click on the AverageMeasure in the measures section, choose Default Properties/ Number Format and choose whatever you prefer.
I'm using Tableau Desktop 9.0 on OSX. I have data (loaded from a local CSV file) that looks like this:
code,org,items
0212000AA,142,10
0212000AA,143,15
0313000AA,142,90
0314000AA,143,85
I want a chart that shows the number of items beginning with 0212 as a percentage of all items, for each organisation. (I mean as a percentage of the organisation's items - for example, in the above, I would like to show 0.1 (10/(10+90)) for organisation 142.)
I have been able to get part way there, by adding org to Columns, and SUM(items) to Rows. Then by adding a Wildcard filter on code, for starts with 0212.
This shows me the number of items starting with 0212, by organisation.
But what I don't know how to do is show this divided by the value of all items for the organisation.
Is this possible in Tableau, or do I need to pre-calculate it before loading my data source?
One way is to define a calculated field called matches_code_prefix as:
left(code, 4) = "0212"
You can also define a parameter called, say, code_prefix to avoid hard coding the prefix string:
left(code, 4) = code_prefix
And then show the parameter control for code_prefix to allow the user to interact with it.
If you use this new field as a dimension to separate SUM(items) according to those that match the prefix and those that don't, you can then use a quick table calculation to get the percent of total.
For example, you can place org on the Rows shelf and matches_code_prefix on the Columns shelf, and SUM(items) on the Text shelf to make a table. Then under the analysis menu, turn on grand totals for both rows and columns to see the behavior. Next, right click on SUM(items) and choose Quick Table Calc->Percent of Total. Tableau will display the percents of total in the table.
If you want the percent of total defined differently than the default, then right click on the measure again and set Compute Using to a different value such as matches_code_prefix in your case. It's usually better to set compute using to a specific field.
If you only want to display the value for the matching case, select the column header you don't want to see and choose hide. You can also turn off the grand totals from the analysis menu when you are done.
When you are confident in the values in your table, you can turn it into a bar chart for example by moving matches_code_prefix to the detail shelf and the measure to the Columns shelf.
--
The above is the drag and drop approach. If you prefer to hard code everything in a single calculated field that is calculated on the database side, you could instead define a calculation such as:
zn(sum(if matches_code_prefix then items end)) / sum(items)
Then set the default number format for that field to display as a percentage
Public workbook here. Source is Excel file.
I was able to create ordered bar chart based on (1) Location (2) Product
When I drag Above Three into Color, the graph is incorrect, how to troubleshoot?
Update
I made change such that Calculation computers based on Product, Above Three for each Location, at level Product.
However, Morton's still shows error.
The order in Mortons should descend, based on number of records, i.e.
Dark Chocolate
Beer
Toffee
Coffee
Fries
Rest of the Locations are correct, but only Mortons gives out-of-order products
Update2
Calculated Field Calculation3 = Index()
And I filter Calculation3 for 1 to 3, to display top 3 products
If I remove Calculation3 from filter, it gives correct order but it give ALL products, not the top three popular products (per Location).
I updated workbook to illustrate this. Please advise.
I don't know the purpose of the Index() field but that is creating your issue. Remove it from rows and the color appears to work the way you want it.
I hope this is what you are looking for
I have also published the file at the below address. You can take a view on that.
Tableau Wokbook
I achieved it by the following methods.
I changed the Calculation 3 field from Index() to RANK(SUM(NUMBER OF RECORDS)).
The calculation 3 was kept in between Location and period then edited the table calculation of calculation 3 by keeping the Addressing of the edit table calculation, having only the location and product as shown below and then Set the restarting every to Product.
You can check the workbook for more information