Conditional formatting numbers in Tableau - tableau-api

I have some basic spreadsheet info and I need to compare it to previous quarters. I just want a crosstab or heatmap type visualization showing if we are up or down from previous quarter.
Something like this:
So leads and closings have increased quarter over quarter so those should be color coded green. Referrals should be coded green for the first two but code red for Q22018 since the number went down. Is this possible in Tableau? I played around with a calculated field but I'm not sure how to compare the number to a previous quarter info number and not a set number.
I'd like it to look something like this:
Adding screenshot:

This can be done using a Table Calculation in Color shelf.
First create a table calculation as below and drag it to Color. Change the mark type to Square.
Edit the color like below.(If you do not want to play with the color, you can create a custom calculation to return red or green)

Related

How to put color for the whole cell

I am trying to color code my list in tableau with red color for dates in end date lesser than today() or when concern column is Yes. I created a dual axis of 1 and 0 to get the cells with color in one column and get the text in another and created a dual axis so that they overlap. For that I created a calculated column where I gave the color red if the conditions meet.
This is in my calculated field:
Color:
IF TODAY()>[End Date] OR [Concern (Yes/No)]="Yes" then "RED"
ELSE "None"
END
However even after totally maximizing the size of the square for color for 1. The fields do not fill the whole cell. How do I fill the whole cell?
Here is the pic:
Please help me out here?
You may have 2 options here. I haven't tested so will leave you to see what works best.
Option 1 - use a measure and a Square mark type. Create a calculated field that returns a measure. We can adapt the formula you have built:
INT(TODAY()>[End Date] OR [Concern (Yes/No)]="Yes")
Put that field on Columns - aggregate to either MIN or MAX, doesn't matter - and set the Mark Type as Square. Also put this field on Colour and set your colours accordingly. Put your text on the Label shelf (or Text, I forget what it's called with the Square mark type.
Option 2 - similar to what you have now. You don't need MIN(1) and MIN(0), just one of those should suffice. Make it Gantt, the above calculated field on colours and your text field on Label. This article on the Tableau placeholder technique describes how to do this.

Tableau Public, Box Plots: combine 4 rows into 1 with 4 plots per month

I have a Tableau Public sheet with 4 years of data.
Each day has a value, and I am showing those daily values as a box plot - one for each month of each year.
Currently it is set up as 4 rows (1 for each year), and 12 columns.
See here:
https://public.tableausoftware.com/views/boxplotsbyyearmonth-dailyvalues/Sheet1?:embed=y&:display_count=no
What I want to do is drop to a single row, and show all 4 box plots side by side within each month, colored by year.
I can't elaborate what exactly I have tried, as I am new to Tableau, and have done a lot of clicking around looking for options, and have tried searching various sites and Google, to no avail.
Is there a simple trick to this, or is it something complex I have to do to?
UPDATE:
I have figured out how to get them lined up correctly, by dragging the year dimension to the columns section, which I had tried, but then I had to reset the other dimensions, and it took.
What I still can't figure out is the coloring.
By dragging the year to the color property, it colors the outliers, which are separate marks, but the box plots are not affected.
When you pull the year field to color it will color the marks (all of them, including the outliers). If you want to change the color of the box plot container you need to select it and right click.
I made some edits, let me know if this is what you were trying to accomplish:
https://public.tableausoftware.com/views/boxplots_0/Sheet1?:embed=y&:display_count=no

How do you heatmap in tavleau a list of numbers based on another column data

I have data from 48 countries. I am trying to visualize it on a map. I want to display half the countries in 1 color and the other half in another color. This segmentation is based on another column which has string value 'yes' or 'no'. I want to do it on tableau
Country data OFF
------------------------
US 100,000 yes
IN 200,000 yes
BR 300,000 no
MX 150,000 no
I want to plot US, IN in Blue and BR, MX in green. The shades of green and blue are dependent on the values of data.
Have you tried to drag the OFF field to Color in the sheet? This should do the trick
You can put either the measure data on the color shelf to color by value, or the dimension OFF on the color shelf to color by OFF -- i.e. to use color to encode a single field's value.
If you want to color by two dimension fields, you can get the shading effect you mention by putting both on the color shelf -- using the shift key to add the second one if it's not in a hierarchy with the first one.
If you want to color by both a dimension and a measure (as in your case), you have to go to a little more effort -- assuming its worth it. You can make a calculated field that uses both fields to map into a category (say returning a string like "off yes, data high" or "off yes, data mid") and then edit the colors to map them as you like.

Tableau - Multiple Line Graphs Day by Day

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.

SSRS overlapping column chart

currently i have the following chart:
It currently contains one column (blue one) and a range column (white one). But what i really need is a chart which looks like the following:
So the white column should be overlapped by the blue column. I tried to change the range column to a normal column and changed the "CustomAttribute" PointWidth but was not able to get my chart looking like the needed chart.
Does somebody knows how to do that? Thanks
#glh: I know that, it currently looks like this (changing the white range to column):
ANGEFALLEN = blue column
EINGEPLANTV1 = white column
Problem is that the white column is now right to the blue column.
If i change the order of the chart data the blue column ins right to the white column. But i need the white column to be behind the blue column like shown in the second picture of the main post / question.
Followup 25.04.2013:
The chart should look like this:
I need to move 1/3 of the white column behind the blue column so that 2/3 of the white column is still visible. The blue column has to be in the foreground and the white column in the background.
Overlapping Series:
Change the "overlapping" series to a "Range Column" chart type. This will allow you to layer the two series on top of each other.
Once you do this, you will notice that the series will get two value drop-downs:
Set the "Low" drop down to an expression with the value of 0.
Set the "High" drop down to the value you would like to represent.
Offset Series Position:
I am actually not sure if this is possible in SSRS. However, you can play with the widths of the layered series to achieve a similar effect.
Set the PointWidth propety of the series (under CustomAttributes) either larger or smaller than the default .08, depending on your desired effect.
Here is a quick mockup I put together. It isn't exactly what you were looking for, but maybe it'll get your creative brain juices flowing.
You should be able to drag the values around in the values box or there will be a blue up or down arrow to alter the order your data is displayed. See below for an example of what you will see when you select the charts data.