Tableau Legend Issue - tableau-api

I'm trying to use a legend(which is common for more than 2 columns)
such that
a. tick mark means 3
b. exclamation mark means 2
c. Bold circle means 1
See the screenshot for 2 columns displayed in the attachment.
However i need a common legend for these columns
I tried to go to analysis tab and then click on legends, but this will show legend for only 1 column at a time and i need 1 legend for more than 2 columns.

In general, if the customization and formatting options for the built-in legends and filter controls don't do as you wish, the next approach is to build a worksheet that shows and acts as you desire. Then use that worksheet on your dashboard to serve a replacement for the built-in legends.
In your case, one approach is to make a simple text data source with one row for each item you want to appear in your new custom "legend". Then build the legend worksheet of your dreams :-)

Related

Merging Percentage Lines with The Bars in Tableau Desktop

I have a graph that shows the ratio (count) of payable vs. processed words among the total words on stacked bars. I would also like to display the same ratio in percentages in lines overlapping the bars.
At the moment I have them in two separate graphs, but I want to merge them so that it takes less space in my dashboard view. I am unable to select the dual combination view as it requires two measures and even though I keep trying to cmd+click+drag the percentage measure pill to my marks, it's only changing the calculations in the bars but not allowing me to select the dual combination view.
Since the percentages are basically the ratio of the green/total in the bars, I don't think I need any complicated configurations for displaying it, however, I am also failing to achieve what I want.
Could you please tell me how to do this visualization?
Edit: I noticed that the reason I couldn't generate the dual combination view was that I had three date pills (year, quarter, month), and by removing two of them, I'm able to generate the dual combination view, but it's far from what I'm looking for as it's only splitting the stacked bar into bar+line.
Neeku, I certainly understand the desire to minimize "real estate" in your dashboard. If I understand your needs correctly, I believe that overlaying a transparent-background chart over the first chart might meet your needs, if a dual-axis chart doesn't work for you (for example, if you wanted to overlay a line chart on a column chart that is itself already dual axis).
By way of example, here is a simple Sample Superstore dashboard with a line chart on top and a stacked column at the bottom.
simple dashboard
Change the line chart to "Floating"
Size it to fit over your column chart and change the background to transparent by clicking anywhere in the line chart and select "Format"
...Format Shading
...and "None" for the color selection
Your line chart is now an overlay, but it's pretty messy.
Click on the line chart and hide field labels,
...turn off "Show Header" for each pill in the line chart
Clean things up and it should look better:
Note: one big issue with this approach is that you will not be able to click to select chart elements of the underlying chart.

Report labels match a dropdown in report builders

I have a report that is designed to allow users who aren't proficient in Tableau visualize data in the form of a bar graph. There are some drop downs on the side that allow them to select some dimensions. These dimensions then populate the graph. The labels in the graph, however, do not match the dimension name selected, and I was curious how to do this. So for instance on the right hand side Dimension 1 is set to Item Subcategory, and I'd like it to say that in the graph as well, instead of being labeled Dimension 1.
The drop downs on the right are generated from this code in the dimension itself:
If anyone has any ideas on how to do this, I'd really appreciate it. Thanks!
The way I would do this would be to hide the column headers on the sheet itself, or edit their aliases to just a bunch of spaces so it appears blank.
You can then create a sheet with the Dimension 1 parameter on the Text shelf, formatted to look like a column header (or formatted however you want it to look), and add that sheet to the dashboard as a floating sheet. Repeat for the other two dimension parameters, position the sheet above the column so it looks like the header, and there you go! Whenever the parameter changes, the column header will change to match too.
I would note that this only works if the sheet is on a fixed-size dashboard, since floating sheets don't usually play nice with auto-sizing dashboards.

Custom Colors in Pie Charts (Crystal Reports 2008)

I am using Crystal Reports 2008 (12.4.0.966), and can't seem to force specific colors in a pie chart.
We are analyzing selected measurement topic (MT) scores of elementary and middle school students. The report has five groups, and the chart is going into the Group 3C Footer (where a parameter can cause it to be suppressed if desired). I have a database column Score that can have values from 0.000 to 4.000. To enjoy some sanity for the resulting charts I impose granularity with the #LetterGrade formula:
SELECT {Reporting_CFSD_MT_Scores_A;1.Score}
CASE IS >= 3.5 : "ADV" // Advanced
CASE IS >= 3.1 : "PRO+" // Proficient Plus
CASE IS >= 3.0 : "PRO" // Proficient
CASE IS >= 2.5 : "APP" // Approaching Proficiency
CASE IS >= 2.0 : "BASI" // Basic
DEFAULT : "BLB" // Below Basic
In the Chart Expert >> Data tab, I've got On Change Of #LetterGrade with specified order based on the order in the formula above, and my Show Value is Count of #LetterGrade. The resulting pie chart gives me the break down of grades that I need.
The problem is that I want each of the six pie slices to have a specific color -- from bottom to top: Red, Orange, Yellow, Green, Blue, (Dark) Violet -- rather than accept the default colors. I thought I could go to the Color Highlight tab in the Chart Expert and have six entries (e.g., #LetterGrade = "ADV" sets a custom color of dark violet (and I've tried it with and without the quotes around the string)), but the first pie slice is always blue, the second is always tan, the third is always green, etc., regardless of what value it represents.
Am I misunderstanding the purpose of the Color Highlight tab? Is it not possible to set custom pie slice colors in this version of Crystal Reports (after more hoops than I care to think about I'm finally downloading SP5, but at the rate its coming in I may not have it fully downloaded until tomorrow; God help me if the solution is in one of the six 5.X or 6.X Fix Packs)? Or am I just missing a trick somewhere?
EDIT:
For giggles I changed the sort order on the Data tab from a specified order to ascending order and now the pie slices are exactly the colors I wanted. So it appears that I can either specify the display order of the slices and have to accept the default colors, or I can let it display in an undesirable order and get the colors I want. Sounds like a bug to me, unless someone knows a trick for getting around this.
If I'm not mistaken, in the report editor, preview the report and then click on a pie slice so it is selected. Then right click on that slice and select "Format Pie Sclice". Then you can change the color, pattern, gradient, etc.
Let me know if that works.
Chris
EDIT: If you want to do it conditionally, I think you may need to specify
#LetterGrade => 2.0
which in the editor should be #LetterGrade is greater or equal to 2.0
instead of
#LetterGrade = "BASI"
But you should be getting a choice of values when you create your conditions. I did a quick sample report with a chart that shows me the onhand value of certain items and I was able to "hardcode" the colors using the steps outlined in my original answer and also conditionally by using the Color Highlight wizard and the predefined values.
It turns out that editing the chart in design view doesn't work correctly. In the design view, when I use the Chart Expert I can either specify the order in which the slices are displayed, or I can designate the color for individual slices, but I cannot do both (also, in the Highlight Color tab, the last box in the Item Editor section -- where you choose the value to match -- does not give me a drop-down menu from which to choose, but instead will only let me type in the value to match: thank you #campagnolo_1 for bringing this lack to my attention, which pointed me toward the solution).
If I instead work in the preview view, click on the chart, and pull up the Chart Expert there (and choose Applied to group template), I can both set the sort order and the highlight color.
I'm guessing this is a bug, but since CR2008 isn't supported any more, I'll just have to live with it.

How to modify Chart legends in Excel 2013

I am trying to create a chart in Excel 2013 from a subset of data within a larger report. All the examples show using the headers to create the legend on the chart, but since I am just using select rows in the report, I can't utilize the headers. Is there any way to directly modify the legend, or even indirectly. I am open to any suggestions. Basically, I have a row with multiple data points that I want to graph. The title works out okay, but the legend just indicates 1 and 7 (the columns I am charting). Since I don't want to graph the entire report, I don't seem to be able to capture the column headings.
The words in the legend are sourced from the series name. You can point the series name to any cell in the spreadsheet. In the screenshot, the original series names were one, two and three. In the series definition, they got re-pointed to the cells that say blue, red and green.
Depending on your data and requirements this can be made dynamic.

Want to show legend just once for repeating charts in single page in ssrs

I have 8 charts on a single page for 7 days of a week and one for combined. I want to show legend only once at the end of page.I have made visibility of legends for all 8 charts as Hidden.
I have 3 rows and 3 columns of charts in which i have one space (i.e. 9th box in this 3X3 matrix of charts) free to display the legend.
How could I do that?
Thanks in advance.
Take a look at last tip on this blog post:
http://blog.hoegaerden.be/2009/10/25/pie-chart-techniques/
He overrides the colors from the palette using stored colors in the database.
In Series Properties you select Fill Page and click the Expression. Assuming you store the 6-digit hex value of the color, the expression will be:
="#" & Fields!YourColorCode.Value
This will ensure the colors will be the same across all charts. To create your "legend" just make a table that displays each field with it's color representation.
There is another question here:
SSRS 2008 - Uniform Chart Legends for multi-chart report but the link in the answer no longer works.