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.
Related
Is there a way to display different sheets by clicking/selecting values/options from one particular filter?
for example, if I have this filter:
and I need to display a sheet named Departments when I select Commercial from the filter shown in the PtrScn.
However, When I click/select any other options like HR, Information ...etc, I want it to display the associated sheet with the filter "Filter by Sector"
Any hints would be highly appreciated!
NOTE: I use tableau 2019.1 and it does not show "Change Parameter" that might be needed to approach this as I noticed when I have been researching for two days now!
You should use a container (say vertical) where you wanna put your N worksheets one on top of the other one without changing vertical spacing: just let Tableau do its stuff!
Be sure to remove the worksheet titles.
Once you're done, you need to create a parameter in order to handle all the N possible choices, and according to that you need to create N Calculated fields with a condition like this one:
if [Param] = 'Profit' then 'ok' else 'ko' end
Each calculated field will be used as a condition (select just ok values) in your filter selection.
Since the parameter can accept just one value a time, you will have just one of your N worksheet displaying data.
And this is the trick based on the vertical conatiner: if you hide worksheet titles, you will see "something" just for the selected worksheet and Tableau automatically will handle all the vertical space in the container.
The result will look like the following:
Adding to Fabio's great answer, these resources about collapsing containers may be useful:
Sheet swapping using collapsing containers
Automatically resize items in a Tableau container (or make disappear in your case)
I am creating a capacity dashboard that has a granular aspect with multiple rows on the axis. The purpose is so that the user can see the specific view as the fields get more specific, such as Region to Market to Territory. My main problem is if there is a way for a user on Tableau Server to be able to edit the axis (maybe through a filter) so they could basically scale back the granularity a little bit. I know that in Tableau Desktop, you can just remove the dimensions, but I am hoping there is away to do that as a user in Server. Here are some pictures of my
workbook for examples:
You can see that when Territory is removed, it get less specific and shows all of Canada as a whole, grouped together. I am hoping there is a filter view or some way a user could change this dynamically. I have created a parameter with strings that matches the row dimensions that maybe when selected, will show up to that row, but I am not sure how to link that into the dashboard. Here is a picture of that:
Thank you for any help!
The best way to do this is to create a Parameter with your three Axis choices. It should look like this:
Next, create a calculated field that only references the Parameter like this:
Next, you will create three separate sheets. On each one, add the Axis Filter to the Filters Shelf. One each separate page, select one of the three values in your Parameter. (Tip - if the value doesn't show up you can either change the parameter or type it in manually under "Custom value list".)
What this does is create a filter whereby only ONE of the sheets will show up at any time. Meaning if you want to work on the Market sheet select the Market value in the Parameter.
Finally, to bring it all together, you will put these on a dashboard. Create a new Dashboard and add a Horizontal (or Vertical, it doesn't matter) Object (aka layout container) onto the dashboard. Put all three Sheets inside the layout container. You will see only one will be displayed but all three will have headers. On each sheet, click on the header and check "Hide Title" like this:
Finally, click on any downward triangle and show the parameter:
Now, by changing the parameter your user is selecting from three different sheets... effectively letting them change the Axis.
You can also view this documentation on the Tableau Help site.
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.
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
Public workbook here. Source is Excel file.
I was able to create ordered bar chart based on (1) Location (2) Product
When I drag Above Three into Color, the graph is incorrect, how to troubleshoot?
Update
I made change such that Calculation computers based on Product, Above Three for each Location, at level Product.
However, Morton's still shows error.
The order in Mortons should descend, based on number of records, i.e.
Dark Chocolate
Beer
Toffee
Coffee
Fries
Rest of the Locations are correct, but only Mortons gives out-of-order products
Update2
Calculated Field Calculation3 = Index()
And I filter Calculation3 for 1 to 3, to display top 3 products
If I remove Calculation3 from filter, it gives correct order but it give ALL products, not the top three popular products (per Location).
I updated workbook to illustrate this. Please advise.
I don't know the purpose of the Index() field but that is creating your issue. Remove it from rows and the color appears to work the way you want it.
I hope this is what you are looking for
I have also published the file at the below address. You can take a view on that.
Tableau Wokbook
I achieved it by the following methods.
I changed the Calculation 3 field from Index() to RANK(SUM(NUMBER OF RECORDS)).
The calculation 3 was kept in between Location and period then edited the table calculation of calculation 3 by keeping the Addressing of the edit table calculation, having only the location and product as shown below and then Set the restarting every to Product.
You can check the workbook for more information