Calculated field to select column based in countd in tableau - tableau-api

I am trying to create a calculated field like the below.
but it gives me an error on aggregate and non aggregate values.
Can someone help?
if (COUNTD([Category])=1 then [Sub-Category]
else [Category] END
Note: I am using the super store data. So when a user selects a filter
in the quick filter for category, I was hoping that the countd becomes
one and shows sub category as rows in the table instead of category.

You could use a sheet selector approach to get this effect. The idea is to create a calculated field that outputs a column to be used a the filter to select the sheet.
First create a calculated field as follows:
{ FIXED : if COUNTD([Category]) = 1 then 'Sub Category' elseif
countd([Category]) > 1 then 'Category' END}
Now create two worksheets one broken down by category and the other
my sub category.
Add your Category filter to both worksheets and set to a context
filter.
Drag your calculated field column onto the filter pane as well. For the Category worksheet select the filter to Category and vice versa for the sub category worksheet. Hint you can manually add the value or edit your category filter to show the relevant value for each worksheet
Drag both worksheets into a dashboard and format so the worksheets behave appropriately https://community.tableau.com/thread/132957
Tada! A dashboard where the axis will change depending on what you have selected.

Related

How to filter one source by clicking and filtering a bar chart from another source in Tableau?

I used an Apriori algorithm to view the frequent relationships in the dataset and I want to do a dashboard to better visualize this data but I don't know how to do this filter.
This is the bar chart that I created to show the support (amount of times something happend) and the confidence (probability of B happening given A) of these associations:
Apriori Chart
Next to it on the dashboard, I'll have a table with the full dataset used in this Apriori analysis where I have more information such as ID, Income, Hours Worked, etc:
Table from different data source
How can I create this relationship? The two data sources don't have a column in common that I can use for that.
I would need some way to:
Split the values in the antecedents columns by comma and filter only those columns with value equal to 1 in the other dataset
**Dataset A**
'Age Range <=30, Joblevel 1, Maritalstatus Single'
->
'Age Range <=30'
'Joblevel 1'
'Maritalstatus Single'
**Dataset B**
'Age Range <=30' == 1
'Joblevel 1' == 1
'Maritalstatus Single' == 1
Clicking this would filter the table next to it
Is there any way I can do this in Tableau?
You can download the tbwx i used in this example here https://community.tableau.com/servlet/JiveServlet/download/1083124-384949/Apriori.twbx
Thanks in advance for the help!
I am not able to check your twbx on the machine I'm using but I think you should be able to do this. The fields in the 2 data sources need to match so manipulate the data sources the make this happen.
For data source 1 there's a function SPLIT which will mean you are able to split the comma separated string to 3 fields.
Putting those 3 fields to the Detail shelf of your bar chart (or even Rows and hiding the header) will mean you can use them in an action filter.
Your second data source is a cross tab - post pivot. You should be able to pivot this data source. Highlight the measures and pivot them. This will give you the field Pivot Field Names and Pivot Field Values.
You only want to keep those with a value of 1 so create a calculated field
[Lookup1]: IF [Pivot Field Values] = 1 THEN [Pivot Field Names] END
Duplicate this field twice so you have Lookup1, Lookup2 and Lookup 3.
Then you should be able to action filter the table.
In the action filter set it up so SplitField1 = Lookup1, SplitField2 = Lookup2, etc.
Fingers crossed this works, I haven't been able to test so I am pulling it out of my head.

Tableau: How to display two distinct columns in worksheet, but in the filter concatenate the two columns

For example, I show two columns--CustNumber and CustName. In a filter, I would like to concatenate the two values something like this:
10100 My Customer
This would allow the user to enter either the customer number OR some of the customer's name in drop-down filter to filter by.
Thank you.
You would need to create a separate calculated field to use as the filter.
CustNumberName =
STR([CustNumber]) + ' ' + [CustName]
CustNumberName can then be used as a filter (presumably set to Wildcard Match) and the existing 2 columns can stay in the pane.
You can create a calculated field as G Hart states.
You can also create a combined field, by selecting multiple dimensions in the data pane and right clicking to Create->Combined Field. The combined field behaves very similar to a calculated field in most respects and you can easily change the delimiter or field order.
There are a few restrictions with combined fields. They can’t be used in most (or all?) calculations, nor to populate the list of possible values for a parameter. But they are easy and convenient otherwise.

Filtering Based on a Different Column on Tableau

I'm wondering if something like this is possible.
Assume I have a data table like this:
I want a filter, where user picks France for example, but the data is filtered based on corresponding Continent value, e.g., all Europe records should show up.
Is this possible?
Sure, We can do that. If you add country to Filters shelf, Tableau will show only records of selected value. In our case, if we filter "France", Tableau shows only records which has France. So we will miss other Europe records. Parameter can handle this scenario. Follow below steps.
1.Create a String parameter
2. Create a calculated field
3. Add the created calculated field to Filters shelf then choose 'show'
4. Right click parameter then 'Show parameter control'. So it will works like filter
Method 2: Dynamically change parameter value
Pros: No hard coding, dynamically changes value based on selection. It works, well on dashboard
Cons: You will not have drop down for selection like filter. So, you need to click a chart to trigger the changes.
1. Create a String parameter with allowable values as 'ALL'
2.Create a calculated field
3.Create a parameter action in dashboard.
Dashboard-> Actions-> Add Action -> Change Parameter
In Change Parameter dialogue box, set target parameter as 'Parameter Name' and value field as 'Continent'
4. Add the calculated field to filter and select 'True' on other sheets
5. Final Dashboard looks like
Click the icon on the selector sheet. It will automatically filter data on data sheet.
Inside the selector sheet

Group by first two characters of column, in Tableau?

I'm using Tableau Desktop v9.0. I have data that looks like this:
code,items
02050252,7
03040620,19
03060423,3
I want to create a bar chart of the items grouped by the first two characters of the code field.
So effectively a chart that shows this underlying data:
new_code,items
02,7
03,22
Is it possible to do this within Tableau? Or do I need to group the data manually myself first?
You can definitely do this within Tableau.
Make sure that your code column is a string. If it's not, right click on it in the dimensions section and choose Change Data Type.
Then, create a calculated field (Analysis -> Create Calculated Field) and enter the expression LEFT([Code], 2), which will take the first two characters of the code field.
Drag your new_code field to the Rows shelf and Items to the Columns shelf and voila, you have your desired data. You can of course change the type of the chart, make it a table, etc. from here.

SSRS cannot linked text box with field

I group my table by 3 attributes, and set page break on every group, and now i want to display that three attribute outside the table. I want to place them on the top of the report, and when i type the expression and i go in run view it's display only the first value, when i go to the next page nothing change
I tried to drag field from table, from data set, and nothing working.
In expression i type
=Fields!My_Field.Value.
Also if some of that three attributes i placed in table it normally displays values, but when i try to move it somewhere it stops displaying.
The issue is that a table is associated with a dataset but a text box is not.
You can reference a field from a text box using the Dataset field ( =Sum(Fields!AMOUNT.Value, "Dataset1") ) but you need to use an aggregate function like First, Last, or SUM.
It sounds like you don't want to use an aggregate since you are grouping by these fields, though.
display the three attribute outside the table
If your trying to display the current grouping in the table at the top of each page, add a new Row in your matrix above your header row and add your group fields there.