I would like to create a box(shaded with a different color to the background) to show the fact that the last 3 days are provisional data. I want to do this on a line chart that has date on the x-axis and a value on the y-axis. If there is a filter on the dates displayed the box should only show up on the last three days relative to the current date(which is the last date in the date field).
I wrote about this use case in a recent blog post showing how to shade a Tableau chart. The same solution should apply here. Create a calculated field based on the dates you want to mark as provisional. Something like:
[Date]>=DATEADD('day',-3,{MAX([Date])})
Use that and format the shading. The article has the full explanation with images - it's a bit long to post in this response.
Related
I want to add a stacked chart but could not find a way to customize the time-axis.
Currently my x-axis refers to days, however, I search for a way to display years. Since I want a stacked chart that changes over time, I believe I need to use the 'Time Stack Chart' (see screenshot). I would also be happy with simply several stacked bars next to each other (each bar represents one year), but the 'Bar Chart' only supports one bar (I believe).
My model collects data from different sources on the last day of the year and then my chart should display this value for the year, categorized by source. I have tried with different data sets, both where the time is the horizontal value and where it is not.
When I use a dataset where one value is 'Years' (through the getYear() function) this works fine for plots, but not when I want to have a stacked chart (which by default depends on the time).
Is there a solution to this?
Please let me know if you need further information!
You need to go to the appearance part, time axis format, set it to yyyy. Also in the scale section, you need to change model time units to years.
I have run into this more times then I like, and I think it will continuously haunt me. I am creating reports/dashboards that report monthly or yearly or weekly data. The dates come in with just the last day of the period. For example, now I am working 2019 monthly report that is a bar chart with a trend line. Took me about 15 minutes to make in excel. However, we are trying to move everything into Tableau for dashboards. Trend line is always grayed out when using discrete dates and sometimes when using continuous dates. The dates are in the format DD/MM/YYYY so I can convert them as continuous but that skews the spacing on the X-Axis. I have messed around to get it to work but it takes time. I am shocked that this very basic thing does not work when Excel has been able to do it for a very long time. Does anyone know of a good work around? I have tried calculated the trend line myself, but do not see how I can add in the y=mx+B line that is generated. I am debating creating a data set just for this, but that seems long and hard way for something that I would have expected out of the box. Below is some basic data, in Excel it takes about 1 minutes to create a line chart, click (+) add trend line and your done.
I was not able to deal with the skew of the X-Axis very well but playing with the date it started and setting the major tick marks to monthly got me close. Looking at the picture below you will see the tick marks are not in the center of the bars but close. As for the trend line, I added a Dual axis on the same data that was the sum of all shown fields with no division by the parts (this is a stack mark bar chart). Since this is a basic line chart with continuous dates, a trend line is a simple click. I then removed the Tick Markets and set the opacity to 0% making the line invisible. I did not change the trend line so now that is all you can see. Seems like a long and hard way to do it, but it works. (UPDATE) Better fix, NEVER USE EOM always use First of Month.
I'm used to using Tableau (similar to powerBI), and I'm now testing powerBI as well. I've been trying to receate a plot from Tableau, but I'm unable to do it (see the images).
Now I realize that this probably has a very simple solution, and I understand the general problem with how the data is aggregated together, but I'm just not able to find the solution on my own. What sort of buttons should I push in PowerBI to make this work?
Thanks for any help!
Tableau plot
PowerBI plot
In the Tableau plot, you're putting the Date at Day level on the x-axis. In the PowerBI plot, you've the Date at Year level at the the x-axis. That's why all points are displayed exactly on a year.
You should put the Day at Day level on the x-axis in the PowerBI plot, just like the Tableau plot. You can do this by dragging the date column in the X Axis field, and remove the Year, Quarter and Month level. The only remaining level will be Day.
Edit:
Or don't display the hierarchy, and display the date field:
Change the Date field from "Date Hierarchy" to plain "Date"
Power BI treats dates as hierarchies by default - this is useful for drilling (e.g. see the "big picture" of year-over-year performance, and than drill down to month or day resolution) in interactive reports, but less so when you just need a quick summary.
You can change this using the dropdown button next to the "date" field in the visual's field-well. Just choose "Date" instead of "Date Hierarchy":
For comparison, this is the same visual with date as date hierarchy:
There are some additional details in this 5 Minutes BI blog post.
I would like to create a dashboard showing Level Funnel for the users with respect to their register date on the same chart.
My data is like the following:
And from that data, I would like to create the graph like below:
But in tableau I couldn't manage to combine those graphs below, which are separated day by day:
I tried to follow this steps, http://downloads.tableausoftware.com/quickstart/feature-guides/combo_charts.pdf however I couldn't find 'Customize Marks' button in the menu.
That would be great if you can help me on how to combine these graphs into one graph.
Thanks.
Drag the DAY(Date) field from the row shelf to the color shelf
One way to think about it: When you have the DAY(DATE) field on the row shelf, and you've configured it to present as a discrete field, you are telling Tableau to "make a row for each day". When you move that field to the color shelf, you are instead telling Tableau to make a color for each day. The same mental substitution works for discrete fields on most of the other shelves, like columns, shapes, pages -- i.e. make a page for each day.
I'm trying to create something like a GANTT Chart where I would have start dates and end dates designated by a shape like a diamond and then the period of time in between connecting the start and end date shown as a line connecting the shapes. Does anyone have any tips on how to do that in tableau?
For data I have an identifier column, an event column, a date column, a start date column, and an end date column.
To make a basic Ghantt chart in Tableau, put the start date on the column shelf, convert it to continuous exact date. Put the identifier on the row shelf and change the mark type to Ghantt. This should get a short bar at the start date of each task, with a row per task (assuming the ids are unique per task).
Now you need to specify how long the bars should be by putting a field showing the number of days for each task on the size shelf. You can create a calculated field to compute those durations as datediff('day', contract_start, contract_end). Place that on the size shelf and you should be off to a decent start.
You can add more info to the tool tips and use color to show contract type or something else. add some reference lines by right clicking on the axis. You will need some tweaks in the calculated field to deal with things like null (unknown) end dates, maybe recurring tasks ...
If you want a few milestone markers, you can use reference lines or point annotations to add them by hand easily.
Or if you want to include milestones as shapes with your data, you can use a dual axis chart.
Here is an example showing how to combine shapes and bars into one char. The details vary slightly depending on how your data is organized, but if you examine how the data for this workbook is organized, how the data connection joins the tabs, and how the workbook displays the data, you should be able to adapt the approach to your own data. Just realize sometimes it is easier to revise the way your data is shaped to make the analysis simpler.
Also, you might want to consider if you need both planned and actual dates.
See also
Gantt over time with summed bar