I have date-wise data of a month in Tableau and I want to know total sales of the month. Can anyone show how to do it?
Here is the snapshot of the issue:
First of all, I would advise you to go to the "Data Source" Panel on the bottom left and change the data type of the dimension "Date" to date instead of string. If this is not possible, please speak with your datasource admin. It might be a problem, that the dates are in different formats (like "1.07.06" and "1.11.2016").
After that you can simply choose the discrete MONTH(Date) dimension by rightklicking (blue pills). If you display data ranging over different years it is advised to keep the "YEAR(Date)" blue pill.
In the sample data it looks like this:
Steps to get total sales month wise
Drag your date into column shelf and change by Right click on date and change into month.
Drag sales into row shelf and Right click on measure and go into sum.so you will get total sales per month.
Related
I'm trying to build a weekly cohort analysis depicted by line charts in Tableau. The problem is that all weeks line should start from 100%.
Below is the process I took :
dropping order date to columns and selecting week number
COUNTD (order id) and in rows
creating a calculated field : first purchase date{ FIXED [User Id]:MIN([Order Date])} and then
Dropping first purchase date to color field
I'm getting weeks depicted as lines (different colors) but can't figure out a way to make all lines starting from 100% point.
Here is the screenshot of what it should look like https://prnt.sc/1uugad5
Link to the dummy data where order_id is unique Dummy Data link . Any help is appreciated
Thanks
To achieve the viz, I used COUNTD([User ID]) instead of order ID.
The x axis represent the difference of weeks between the order date and the cohort date.
Finally, the percent can be found using percent of total quick table calculation and using table across.
I have a bar chart below that shows the sum of clients by month. I want to be able to click on a month and use a dashboard action to navigate to all data for each of the clients represented in the month that was clicked. Basically, I want to exclude the date portion of the filtering.
I currently do this by navigating to a sheet that includes client_id and filters for the single month and then I select all client_ids and action to another sheet that filters by the selected client_ids and not date. I want to remove the middle step.
If the above selected month is April 2020 and represented 64 clients, my current action takes me to a sheet that has each client on a row and shows me their sum of invoices for April 2020. I want to see those same 64 clients for all months they have transactions in.
This one may be tough to accomplish, but I definitely see what you're setting out to do. If you're using a date dimension on your action it will use that data to filter.
However, there may be some other options depending on what you're needing. If don't need to see the invoice ids and only want to see the sum of invoices for all months you could use a LOD (Level of Detail) calculated field.
You would create a calculated field like:
{ FIXED [client_id] : SUM([your invoice amount measure])}
Use this as a new column to get the sum of all invoices in your data set for each client.
I have recently started using Tableau but am still very new to it. I don't know enough of the Tableau vocabulary to be able to find this answer through brute force googling. Hopefully some one here can help point me in a good direction.
I have a simple table of data, containing the columns and types: Date (Date), ID (Numerical), and Status (Text)
I want to be able to generate a report that has: Date, and Percent of the IDs on that date where the Status is "Complete."
In SQL I could do this by running a query along the lines of:
select date, (count(status like "Complete")/count(status)*100) from table
group by date;
Where can I look for this in Tableau? I tried creating a new Calculated measure in the sheet I am working on, but I couldn't find any built in functions that would add this ability. Thanks for any assistance.
So this should be pretty easy. In your tableau screen(when in a sheet) on the left you will see a column which is broken into two. On the top are the "Dimensions"(these are the things you will organise your data on, usually strings or dates) and on the bottom are the "Measures"(these are integers).
So under dimensions you should see "Date" and "Status". In the Dimensions you should see "Number of Records" and "ID"(this is your variable, you can convert it to a dimension by right clicking and selecting that option).
So what you need to do:
You just want status = complete, so drag your "Status" field into the Filter box(just to the right of the dimension column). You will get a pop up of the different types, select "Complete".
This has filtered your data source for only complete rows.
Drag you "Date" field to the "Rows" shelf, on the top of the screen. This will default to the Year of the date.
It will automatically go to a bar chart, change it to a table by selecting "Show Me" on the top right and select the table icon.
Double click on your "Number of Records" measure. This will add it to your sheet. This will now be auto summed per year.
To convert it to % of, right click on the measure in the Marks window(it should look like a green box "SUM(Number ....)"). Right click and select the option "quick table calculation", here select "Percentage of Total".
You will now have the % total per year for all records where status is equal to correct.
(Optional) - To adjust the date dimension, right click on the "Date" Pill(its up the top in the rows shelf). Hear you can see different options for quarter, month, day. You can change it to any of these or a custom data format.
I'm working on Tableau for rainfall data.
I have a cumulative rainfall data for a year (and the months respectively) of different cities.
And I prepared a tableau barchart for the annual rainfall data.
So, if I hover/click my cursor on any of the bar then a line chart which carries the months of that particular city need to be visualized.
Please suggest.
You have to using compulsory Action Filter.
choose dashboard menu -> Action->add action.
Create another worksheet with the line chart month view you would like to see.
Then go to Worksheet>Actions>
Add Action > Filter and Select how you want it to run (hover/select)
Select your new worksheet as the target sheet
Target filters on the year which displays the months you want in the new view
You might need to mess around with these setting to get it how you want exactly but an action is the way to go.
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.