fellow Tableau Developer,
Take the super store database for example, it is easy to draw a histogram displaying the sales amount of each customer and to only display the Top 10 customers.
It is also easy to build a multiple dropdown filter to let the user to specify some customers at the user's will.
But, is it possible to combine the two of them, namely, to display Top 10 customers and in the same graph display a few other customers (possibly not in the Top 10) on the user's demand?
Here is a straight forward solution that works with Tableau Desktop, but not as useful currently on Tableau Server. The viz still works on Server, but you can can't alter the list of specific users on Server.
Here's the approach.
Create a set to represent your Top 10 customers -- a computed set. (right click on the [Customer Name] field, and Create Set)
Create a second set to represent your specific list of customers of interest -- a static set (select [Customer Name] and Create Set)
Create a combined set to be the union of both sets and place it on the filter shelf. (select both sets, right click and create a combined set)
Use your combined set on the filter shelf, row shelf, in calculations, as desired.
A desktop user can edit the Interesting Customers set. Sure wish there was a control similar to "show filter" for editing set members.
If you'd like this feature more flexible in Desktop, and even available on Tableau Server, upvote the following idea
https://community.tableau.com/ideas/5193
Related
I have some data like this below
data image see link
I would like to make a dashboard that will show you all the related empires based on what you choose (those that existed at the same time AND those in one of it's regions of influence). For example if I choose Rome then it will only show Egypt, Greek and Gaul and not show Byzantine because it is from a later time and not show China because it is in a different region. See below
See expected result picture in link
The simple way to achieve this task is to "Self-Join"
I would self-join the data again with Inner join on Region and Era
then, to handle the duplicate rows I would create a calculation
[Empire_Data1] = [Empires_Data2]
and put as false in the filter shelf.
then if you drag both Empires field you will the output you are looking for,
Since this is like 20 rows of data, you can perform a self join without any challenge.
But you have a lot of rows as in hundreds of thousands or more then, you might want to prep your data before connecting to the tableau.
Is there a way in Tableau to filter a view based on its relationship with a different variable?
For example, say I have a dataset with variables Company (values = A, B, C) and Product (values = 1, 2, 3). In one view, I want to select a Product. In the other view, I want to filter to only Companies that have that Product, but I want to show all Products for those companies. The typical filtering approach in Tableau could easily show me which Companies have that Product, but the rows with other Products from the same Companies would be excluded by the filter.
Any solutions? I get the feeling I may be missing something simple.
Create a parameter to represent the product of interest. You can load the values of the parameter from the Product field, but will have to add/remove choices periodically as product list changes.
Place Company on the filter shelf, and use the condition tab to choose only companies that have that Product with a formula such as max(Product = [Product of Interest])
For more than one product at a time, create a set of Products instead of a parameter and change the formula to test for set membership instead of field equality. If you have a set of Products called [Products of Interest], note the plural, the formula is then simply max([Products of Interest])
The nice part about a set is that it notices changes to the database Products list automatically. The bad part about a set is that Tableau doesn't make it easy to add or remove elements from a set in the user interface unless you are using Tableau Desktop (at least not by version 10.1)
In addition to the methods explained by Alex, (if you are okay with having multiple sheets) you can have 2 sheets linked with an Action filter -
First sheet would just show the unique list of Products (this acts as the Source sheet)
Second source would contain whatever view you like to show with Companies and their products (this acts as the destination sheet)
Create an action filter between the 2 sheets and use the "Selected fields" under Target filters to filter using the Company field. This way, if you select any specific product(s) in the first sheet, all relevant companies would be filtered in the second sheet but all the products show up too!
EDIT: this is a good solution in many cases, but there are a few things to be careful about.
Note that the first sheet needs Company on some shelf, possible detail, so that field is available for the filter action. If there can be multiple companies per product, then that can complicate the viz a bit.
I am new to Tableau. I am not sure if I can use Tableau to create the following type of interactive dashboard.
Say I have two almost irrelevant data sources. The first one contains daily revenue for some department stores.
Store Name Date Revenue
-----------------------------
Macy 6/29/16 50,000
Century 21 6/29/16 46,000
Macy 6/28/16 45,000
Century 21 6/28/16 48,000
...
I want to use line chart to study the Revenue. So I would use Date as the horizontal axis, and Revenue as the measure, while using Store Name as the color dimension. As a result, it will render several color lines to capture the revenue in terms of date.
For my other data source, it contains similar things. But instead of doing department stores, it contains information about fast food chain restaurants.
Restaurant Date Revenue
----------------------------
KFC 5/1/16 50,000
McDonald 5/1/16 46,000
KFC 5/2/16 45,000
McDonald 5/2/16 48,000
...
I use line chart to study the revenue again.
Now with the dashboard, is there any way I can have a control with menu Fast Food and Department Store, so that if the user clicks Fast Food, the line chart involving Fast Food appears and if the user clicks Department Store, the line chart involving Department Store appears?
So far, I've been able to use this helpful article http://kb.tableau.com/articles/knowledgebase/multiple-sources-one-worksheet to display Fast Food and Department Store at request. But if the user clicks Fast Food, he will get only one line, instead of multiple lines (one for each restaurant).
I hope I have described my problem clearly.
You can fairly easily do this using a parameter control and using it as a filter in your sheets.
First, create a parameter control "View Control":
Next, create a calculated field based on the parameter for each data source:
The calculation should match the data source ('Fast Food' for the fast food source, and so on)
Then place the calculated fields in the filter card and set to True. This should hide one of the sheets and show the other. They should never be shown or hidden at the same time.
Lastly, place both sheets and the parameter control onto a dashboard. It is best to place the two sheets within the same layout container. You should get the following result:
change parameter:
I have a dashboard that lets users compare a company selected from a drop down menu (Company A) to another company chosen from another drop down menu (Company B). This then displays stacked bar charts (5 categories) by year. I want to build a tooltip so that when the user hovers over one of the 5 categories in either set of bar charts, it shows a comparison of that category between Company A and Company B. Is this possible, and if so, what is the best way to do this?
My previous answer showed a different approach for the problem without using too many workarounds. This answer will try to give exactly what has been asked.
First thing to understand is that you can't have the values for two different companies if you're filtering to show only one company. That means you'll need to circumvent this by filtering directly on the field.
Step 1: Create the new parameters that will be used as filters.
You want to create two parameters called "Company 1" and "Company 2" that will be used in each view to filter the company on the graphic.
Step 2: Create the new measures with the filter directly in the field.
Now you should create two new measures from your main measure, each one filtering one of the companies accordingly to the parameter, e.g. Sales Company 1 and Sales Company 2.
Step 3: Create a field with the variation and add it at the tooltip mark.
Simply enough, you want a calculated field with the difference between them:
SUM([Sales C1]) - SUM([Sales C2])
Step 4: Update the views and dashboard
Change the measure in each of the views for their following specific measure field, and remove the Company filter. And in the dashboard, substitute your usual filters to the parameter (which will be used to filter both views).
By assuming you have a dashboard with two views, you'll be filtering the [Company] in both of these views, making the value of another company not available to be shown at the tooltip.
If you're not using it yet, you could try a new approach and see the variance between companies by using the Color mark. By adding the [Company] as color, you could turn the Stack Marks off and add the second company in the filter to be able to visualize the difference.
I'm using Tableau Desktop 9.0 on OSX. I have data (loaded from a local CSV file) that looks like this:
code,org,items
0212000AA,142,10
0212000AA,143,15
0313000AA,142,90
0314000AA,143,85
I want a chart that shows the number of items beginning with 0212 as a percentage of all items, for each organisation. (I mean as a percentage of the organisation's items - for example, in the above, I would like to show 0.1 (10/(10+90)) for organisation 142.)
I have been able to get part way there, by adding org to Columns, and SUM(items) to Rows. Then by adding a Wildcard filter on code, for starts with 0212.
This shows me the number of items starting with 0212, by organisation.
But what I don't know how to do is show this divided by the value of all items for the organisation.
Is this possible in Tableau, or do I need to pre-calculate it before loading my data source?
One way is to define a calculated field called matches_code_prefix as:
left(code, 4) = "0212"
You can also define a parameter called, say, code_prefix to avoid hard coding the prefix string:
left(code, 4) = code_prefix
And then show the parameter control for code_prefix to allow the user to interact with it.
If you use this new field as a dimension to separate SUM(items) according to those that match the prefix and those that don't, you can then use a quick table calculation to get the percent of total.
For example, you can place org on the Rows shelf and matches_code_prefix on the Columns shelf, and SUM(items) on the Text shelf to make a table. Then under the analysis menu, turn on grand totals for both rows and columns to see the behavior. Next, right click on SUM(items) and choose Quick Table Calc->Percent of Total. Tableau will display the percents of total in the table.
If you want the percent of total defined differently than the default, then right click on the measure again and set Compute Using to a different value such as matches_code_prefix in your case. It's usually better to set compute using to a specific field.
If you only want to display the value for the matching case, select the column header you don't want to see and choose hide. You can also turn off the grand totals from the analysis menu when you are done.
When you are confident in the values in your table, you can turn it into a bar chart for example by moving matches_code_prefix to the detail shelf and the measure to the Columns shelf.
--
The above is the drag and drop approach. If you prefer to hard code everything in a single calculated field that is calculated on the database side, you could instead define a calculation such as:
zn(sum(if matches_code_prefix then items end)) / sum(items)
Then set the default number format for that field to display as a percentage