I am having trouble showing the correct totals in my tableau worksheet.
I have supervisors that are part of specific zones that need to complete a certain number of tests in different categories. For example, supervisor 15716 must complete 8 tests in category 1. I need to show the target, which is a number stored in the database and show the actual number of tests in that category that have been completed within a date range. I have it working, but Im not sure if I did it correctly because I can not show any totals.
System target - number stored in database
CountOfSheetID - calculated field
Percent Compliant - calculated field
Try this approach -
First define a calculated field called [Within Date Range?] as
[Date] >= [MyStartDate] AND [Date] <= [LastSelectedDayOfMonth]
and put that new field on the filter shelf, only including data where [Within Date Range?] is True. (You could also just filter the [Date] field if that is flexible enough for you)
The you don't need the CountofSheetId calculated field at all. If you want to know how many records have a non-null value for [SheetID] within your date range, you can simply drop [SheetID] on a shelf and choose to treat it as Measure with the aggregation function COUNT()
Then just build your visualization to show the counts you want (not percentages, the actual counts)
Finally, you can convert counts into Percentages by clicking on the pills for your Measures and choosing Percentage under Quick Table Calcs. You'll want to experiment with the "Compute Using" setting to tell Tableau how to compute your percentages -- i.e. define percentage of "what".
Percentages are implemented as table calcs in Tableau. Read the help to understand table calcs, especially the description of partitioning and addressing.
Related
i have this tableau workbook
basically this calculated day different between each user_id and each transaction for each user_id with this calculation
DATEDIFF('day',LOOKUP(MIN([Created At]),-1), MIN([Created At]))
that pull filters its so filter the conditions of users (We can ignore this)
and date_rante filters its for calculated day different between date range on parameter
with this calculated
lookup(min(([Created At])),0) >= [START_DATE] and
lookup(min(([Created At])),0) <= [END_DATE]
so from the frequency i want to find out the Max of different day, with this calculated
MAX({FIXED [User Id]:DATEDIFF('day',LOOKUP(MIN([Created At]),-1), MIN([Created At]))})
but it says
level of detail expressions cannot contain table calculations or the attr function
so i used this solution https://kb.tableau.com/articles/howto/finding-the-dimension-member-with-the-highest-measure-value
and from that solution, i applied with my codes into like this
MAX({FIXED [User Id]:DATEDIFF('day',INT(LOOKUP(MIN([Created At]),-1)), INT(MIN([Created At])))})
but it turns to error datediff being called with string,integer,integer
based on #Anil solution, i tried to create it, and idk why the results was like this
new picture
Presently, as far as my knowledge of tableau is, tableau doesn't allow to calculate LOD calcs or further aggregations on table calcs. To find the transactions where the user took most/max time (in days) in subsequent order- You can do this workaround..
Let's assume your datediff calc field is named as CF1. create another calc field lets say CF2 with following calculation
rank_unique([CF1])
EDIT:
Change table calcs on this field similar to CF1. putting a filter on this field will give you the dates with max(time diff) as shown in screenshot.
table calculation options on first (datediff field)
table calculation options on second field (rank_unique)
I have added third field on colors
(Please note no field used in filters just to highlight)
I'm doing a break fix on a Tableau report visualization that shows the outcomes of clients by client id for a given year by showing a running sum of distinct count of client id or RUNNING_SUM(COUNTD([ID])). The X axis of the visualization is the initial date of contact with the client. Occasionally, due to errors in the data or weird behavior, there are clients that have two initial dates, listed as two separate data rows where the column Initial Date will have different values but they will share an ID.
Currently, the visualization shows such people with their chronological last Initial Date and I need it to dedup such that the visualization shows them as starting from the chronological first Initial Date.
I could create a calculated field for if there are two IDs with multiple non identical Initial Dates then use the first, but I'm not sure how to create a calculated field that can groupby or otherwise check multiple dates per ID.
In Python/psuedo code, it would be something like
For ID in IDS:
if len(groupby.IDS.ID)>1:
then Initial_Date = min(InitialDate)
But I have to do the transformation in Tableau
Keep everything the same, but create a calculated field named "Initial Contact Date" with the calculation:
{FIXED [ID]: MIN(InitialDate)}
Then replace the date field on the X axis (Columns) with this date field instead.
That LOD Expression loops through all rows given the ID, and returns only the min one.
Either I am the first person to ever need to display percentages in Tableau or I do not know what to search for! I highly suspect it is the latter...
I believe what I am attempting to ask is how to make a calculated non-aggregated field by dividing by an aggregated number. Although I would prefer just to be able to display the percentages instead of a whole number.
This is how I would do it in Excel:
The data that already exists is Column A and B. In Tableau these would be non-aggregated. What I need to do in Tableau is to generate what is column C (also non-aggregated) because it does not exist in my data. In excel, all I did to get the aggregate number (total) of column B was:
sum(B1:B4)
And for the column C:
=B1/$B$5
But I can't seem to do this at all in Tableau. When I try to use the same syntax, I get an error message: "Cannot mix aggregate and non-aggregate arguments with this function."
Instead of having a calculated field, you can use a Quick Table Calculation on the column.
Right-click the pill of your data > Quick Table Calculation > Percent of Total. This will show the percentages instead. If you want to keep both, just duplicate column b first and then add the table calculation to the new column.
I am trying to set up a filter or parameter for different date ranges in Tableau, such as:
Previous Week
Previous 4-Weeks
Previous 8-Weeks
based on the most recent data in the database. Is this possible?
Edit:
I should have been more clear here.
Is it possible to only have these options in the filter and have it based on the maximum date in the database?
Update
Based on your comment and updated question, you can do it as you intend, though it isn't as straight-forward.
NOTE: I did this very quickly and with a random data set, so it will be important for you to test this thoroughly with your data set.
Steps:
Create a parameter control that the users will use to change the selected date range. I created this as a list of strings with values that I can use directly in a calculated (after simple casting):
Create a calculated field that you will use as a filter that references the selection of the parameter control. It tests to see if the difference (in weeks) between the maximum date in the view and the date of any given row is less than the value of the parameter.
Calculation: INT([Date Filter Parameter]) > DATEDIFF("week",ATTR([Date Field]),WINDOW_MAX(MAX([Date Field])))
Place the calculated field in the filter box and set it to True.
You will be able to filter your data like so:
Original Answer
Yup - that is built into Tableau.
Add your date to the filter and select the "Relative Date" option:
You can set the defaults - users can change these later:
Then just "Show Filter":
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