I'm not sure if you can quick question someone can provide me with an answer for.
I am trying to add a total number of records to the title of a sheet, however every calculated field I do returns "1" as they must be just counting one row not all the rows.
Tried:
TOTAL(SUM([Number of Records]))
COUNT([Number of Records])
COUNTD([Number of Records])
I would like the title to say "Incidents Active over 7 days Total 12" (or whatever the number of records in the sheet are)
Put a calculated field that simply calls Size() on the detail shelf.
Click on that field and then Edit the Table calc to define the partitioning and addressing (aka compute using) This is the trickiest part. From your screen shot, it looks like you'd want to choose Specific Dimensions, and then set At the Level to Number. You may need to experiment or RTFM.
Insert Size() into your title
To understand how this works, especially the tricky step 2, read the on line help about Table Calc, and check out some of the videos and training materials on table calcs from the Tableau Conference. Last year's are available at http://tc19.tableau.com
Related
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.
I have a spreadsheet of support case management data. I am working with this in Tableau. Each line in the spreadsheet is an individual case. Each case has, among much else, a support agent name and a Yes or No of whether the case work was started within 12 hours. I'd like to know, for each agent, what percentage of the time they started the case work within 12 hours. So, if Bob has 2 "No" and 8 "Yes", he should have 8 / (2 + 8) = 80%.
My attempt at this was to create 2 sets. One is the set of "Yes, started within 12 hours" (those that have "yes" in that field, and one that is the set of "No, not started within 12 hours", the complement to the other set. Silly me, I thought I could do something like COUNT(yeses) / COUNT(nos). Nope, big red failure. So what is the right way to do this?
It would help immensely to please respond as if this is the first thing I have ever done in Tableau. It is. I have learned a lot in this project, but only in comparison to the nothing I knew previously. Please also let me know if I've left out something necessary to answer this. I've tried to be complete but, well, am noob...
If it clarifies anything, here's a poor Excel mockup of data and the effect I'm looking for:
Yes, this is possible and easy in Tableau, but first a couple of points.
The reason your attempt to use COUNT() did not work is that COUNT() does not operate the way you, and that 99% of the people on the planet, expect. COUNT([some expression]) returns the number of records that have a non-null value, any value, for [some expression]. The name comes from SQL relational databases.
The calculations would be just a bit simpler if your third column took the boolean values True or False instead of the string values “Yes” or “No”. (In which case you could drop ‘= “Yes”’ from the formula below)
So two ways to do your calculation are:
Directly with an aggregate calculation which can get the right result, but is hard coded for this case, such as:
SUM(INT([Started within 24 hrs?] = “Yes”)) / SUM([Number of Records])
Using a table calc - which in this case is a bit easier and more flexible.
First, Build a table or viz in Tableau showing SUM([Number of Records]) with the dimensions you care about in play. Say with [Name] on Rows, [Started within 24 hrs?] on Columns and SUM([Number of Records] on Text. Second, Right click on your measure SUM([Number of Records]) and choose Percentage of Total from the Quick Table Calc menu. Finally, use that same menu to adjust Compute Using to specify how you want the percentages computed - in this case, using [Started within 24 hrs?]
If you only want to show some of the data, right click on the column header for the values you wish to hide and choose Hide.
The type conversion function INT() converts True to 1 and False to 0.
You could create another column that converts the Yes's into 1's, and the No's into 0's. Sum up all the 1's and divide it by the total and that's your percentage.
edit: the new column would look something like
=IF(C3="Yes",1,0)
in other words, if Cⁿ is "Yes", then 1, else 0
I've got some data that I'd like to display both the averages and the count for.
For instance, there are 50 People taking a survey. Their names are saved in a Dimension "Raters". They are taste testing several products. These products are saved in a Dimension "Products"
They answer 4 questions. Taste, Texture, Appearance, Uniqueness, all saved in Dimension "Question"
The actual ratings are saved in "Ratings". This is a measure.
I can very easily make a table with Raters on the Rows, Question on the Columns, AVG(Ratings) in the text.
This shows me the average score for each question the rater answered.
It looks like this:
Rater-----Taste-----Texture-----Appearance-----Uniqueness
Joe---------2.2---------4.3--------------3.7-----------------2.4
Bob--------3.0----------1.2-------------3.4-----------------4.4
Sally-------4.5----------3.3-------------4.5-----------------3.2
Jessica---5.0----------3.0-------------2.0-----------------1.0
So far, so good.
Jessica's results look suspiciously integerish. When I look at the background data, I see that she only answered for 1 product.
I'd like to be able to add a column to the right of uniqueness which is the count of all product responses for that person.
I've played with this quite a bit, and I'm not sure that it is possible. Maybe with LOD?
I'd also like to filter the table, so that only "tough" raters are shown. Criteria for this is: Their average response for at least two criteria should be below 3.0. That would include Joe and Jessica.
When I try to do counts based on averages, I run into the "cannot aggregate an aggregate rule".
Is there a way around this? It would be trivial to do in excel with another column, a countif, and a filter.
Thanks,
Chris
Part 1:
You should be able to create a calculated field(Analysis->Calculated Field) and name it something like "Number of Records". In the query box just set it to 1 and select "Okay".
This new field will be selectable in the measures. Drag it into your table in the columns area and it should add a count next to your averages.
Part2:
In your measure values box you should be able to right click you measures. This will bring up a list of options including "Filter". Select this option.
On the SUM(Number of Records) set it to "At Least" = 2. Then right click on the AVG(Ratings) measure and set it to "At Most" = 3
Put Products on the Rows shelf.
Then right click on that Products field on the Rows shelf and change ITT from a dimension to a measure. Be sure to choose Count Distinct for the aggregation.
Finally, right click on the field again and change it from continuous to discrete.
This shows how many different products each person reviewed, no matter how many characteristics they rated. If you want the number of ratings, use count instead of count distinct. Or just Sum(number of records), again set to discrete
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