In my Excel export from Qlik Sense, it is defaulting numbers to Scientific Notation. The NUM() function isn't doing the trick in this case. When the "Number Formatting" drop-down is "Number" the Excel exports to the correct format. Is there anyway to make this the default option for all Measures in Qlik?
Unfortunately there's no way to do this in the current version of Qlik Sense. Hopefully they'll release an update where master measures can have a default number formatting, but for now you have to do it per measure per object...
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I have a "Range of Dates" filter and what I want is for the max (or right most value) to always be the most recent date which should be today's date. What seems to be happening is that if I leave the dashboard open and come back the next day the max value is yesterday's date and I must manually move the slider over to be today's date. How can I accomplish this?
I find a calculated field is the best way to do this as I have run into the same issues using the out of the box max date filter.
Create a calculated field as follows:
[date] = {FIXED: max([date])}
This creates a True False field where only the records that have the max data and carried through.
Now drag this onto the filter pane and select 'TRUE'.
I've generally seen two basic approaches for this problem: Calculated fields and relative dates.
Use a calculated field or parameter or some combination of calculated fields and parameters with filters. This is similar to what smb suggests in their answer to this question. It also seems to be the most popular approach.
If you don't particularly care about being able to set the end-date with the slider, you could try using relative dates, using the approaches detailed in the accepted answer to this Tableau forum question and in this Tableau Knowledge Base article. Jennifer Vonhagel also gives a second answer to the Tableau forum question farther down that uses a parameter plus calculated field approach.
Additionally, this Tableau Knowledge Base article offers another option (Option 1, in the article) if you have Tableau 10.3+: You can use the "Latest Date Preset" (see here for details) check box in the date filter dialog box. I haven't used this, but it looks promising if you're using Tableau Desktop (seems like it wouldn't work for Tableau Web). The article's Options 2-4 are just riffs on calculated fields, in my opinion.
Two more approaches I've heard of – but never personally seen in the wild:
Push the max date down into the view you put Tableau on top of and let the view do the work.
Use a script to modify the Tableau workbook's XML.
I am a new to Tableau and having some issues with it.I am Using a parameter to filter month data across Sheets connected to different Data Sources.
I want to Filter Current Month Data Automatically when the dashboard starts.
Can anyone guide me on how to do it.
Thanks in Advance.
T
Introduced in version 10.3 is a feature called Latest date preset. The release notes say "Start with up-to-date data. Set filters to display latest date values automatically, as soon as your workbook opens." Create a filter that spans applies across the data sources and use this new setting. The setting is in the filter dialog.
See https://www.tableau.com/new-features/10.3#tab-analytics-2
The critical aspect of your question is that you are filtering multiple data sources using a parameter. Given that, the most straightforward approach is to define a boolean calculated field in each data source, called say Within_Date_Range.
Each of those calculated fields should compare the appropriate Date field in that data source to the selected parameter value and return true or false to indicate whether the current record should be included in the query. (Parameters are scoped to the workbook and visible from all data sources)
Place the [Within_Date_Range] field for data source X on the filter shelf for the worksheets that use that data source X. Check the true box of course.
Now when you change the parameter, all the worksheets filter accordingly.
Alternatively, you can abandon the use of a parameter. Define relationships between your data sources using the corresponding Date fields (under the data menu). Show a filter control for the date field for one of the worksheets and set the scope to "related data sources"
Hope this helps!
Create a calculated field Date_Filter as
lookup(min([Your_Date_Field]),0)
Drag this to 'Filter'; select 'relative date' option and choose last 1
month (because you wanted to show just the current month data by default).
Right click this filter and select "Apply to selected worksheet" and
choose sheets in which you want this filter to be applied on the
dashboard.Viola!
With this solution you can very well see current month's data by default and can go back to as many time periods you want.
A lot of people have problems with displaying null values in dates in graphs in Tableau. Tableau automatically joins values that actually exist for specific dates and neglects missing data. I've solved this problem converting my datetime date to a date itself (makedate). Then I right-clicked on the date axis and clicked Format. Clicked "Pane", Special Values -> Text: 0, Marks: Show at Default Value. Next I clicked on Date pane in Columns and made it discrete. This unblocked the possibility to Show Missing Values. I right-clicked on Date axis and chose this option. I clicked on Nulls on the Graph and chose to show them at default values. Finally, I converted Date pane back to Continuous.
Hope this helps someone.
You could try this formula using IFNULL function
IFNULL(MONTH([DATE]),0)
Another function you can use is ZN() instead of IFNULL() which does the same thing as above, except that the default value of zero is baked into the function.
I'm not sure that a formula that returns zero for a date makes sense in most applications though. Sometimes it is better to leave the nulls and then decide how to visualize them. Otherwise, you are masking missing information and replacing it with possibly misleading information.
More info here
I am working on a home accounting template (and could not find any good one :-/), so I am creating one for each month. Both in my expenses and my incomes, I would like to have a date column where I just have to insert the "day" (e.g.: 22) and it automatically fills the rest with the current month and year (or I could set them in another cell).
For example: 22 + ENTER would return: 22/12/2014
If I do this, I automatically get a default date: 22/01/1900
I do not know if it is possible to change this defaul date depending on the current one or any other value.
I have tried with a different strategy: if the amount column is not empty, fill in with today's date: =IF(A3="";"";TODAY())
The problem is that I do not always register today's expenses, so I need to change it manually. I was just wondering if this is possible and there is a better way (maybe a macro?).
You need Excel to modify the cell contents after you press ENTER. The only option seems to be a Macro using the Worksheet_Change event.
Please check out this other question. I think that will help.
This can be achieved with simple formatting and use of controls that are available in Excel. VBA will give you drastically more flexibility, however the request above can be accomplished without learning VBA.
I have included a sample file here.
Steps to recreate:
Create a range of months. I created a range including the current month through 12/2014
Insert a combo box from the developer tab. Right click and select Format Control. On the Control tab, input the range you just created and then select a "linked cell". This will insert an integer to indicate which item you picked in the list, starting at 1.
Use the attached formula to add the DAY that you enter in the first column and VLOOKUP the month and year from the value chosen in the combo box.
Enhancements: I used conditional formatting to change the text color of the days you enter to WHITE. This way you won't see them. I also included some checking in the VLOOKUP formula: the day you enter must be a number and must be non-blank for a date to populate.
I'm using Crystal Reports for VS2010 and am creating a pie chart report. I can get the chart to format OK, however I'm having two difficulties:
I'm showing the values and the percentages in the legend, however the values are being shown with a currency symbol, which I don't want. I've checked all the chart properties and none of the formats are set to currency.
I'd like to display the legend in descending order of percentage. Presently it's being shown in label order.
Any help appreciated!
Ideas for #1:
Try right click chart | Chart Options... | Legend | Show Values - not sure this will work
Create a formula that converts currency into a number, use this formula in chart instead of currency field
Ideas for #2:
Select Report | Group Sort Expert... | All | Descending (works in CR v11)
CR isn't THAT horrible. Well, maybe... ;-)
Anyway, I ran across this in the CR Designer when a user called in a panic about a report that someone else had developed. The only format choices the designer could get were % or $ - neither were what was specified: just straight count.
I took couple of runs at formatting the legend, right-click chart options, etc. and got nowhere...
In CR Designer, tho', there is Chart Expert, with a tab Options. In the left-hand side of Options, midway, there is a section called "Data points". In Data points, you can select wx to have labels for each slice, or values, or both.
If you Check Values, you can then select the format for the value. This will change the format of the legend, also.
Afterwards, you can UN-CHECK Show Value, the legend keeps the format.
I know this post is old, but i found it while trying to find a solution(unsuccessful) But did some tinkering and found that if you edit the series occurrences and then show values and then turn values back off for the series it takes away the currency value.
Similar to what was suggested prior with "Data points" just i guess the new way to find it.