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
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 having trouble showing the correct totals in my tableau worksheet.
I have supervisors that are part of specific zones that need to complete a certain number of tests in different categories. For example, supervisor 15716 must complete 8 tests in category 1. I need to show the target, which is a number stored in the database and show the actual number of tests in that category that have been completed within a date range. I have it working, but Im not sure if I did it correctly because I can not show any totals.
System target - number stored in database
CountOfSheetID - calculated field
Percent Compliant - calculated field
Try this approach -
First define a calculated field called [Within Date Range?] as
[Date] >= [MyStartDate] AND [Date] <= [LastSelectedDayOfMonth]
and put that new field on the filter shelf, only including data where [Within Date Range?] is True. (You could also just filter the [Date] field if that is flexible enough for you)
The you don't need the CountofSheetId calculated field at all. If you want to know how many records have a non-null value for [SheetID] within your date range, you can simply drop [SheetID] on a shelf and choose to treat it as Measure with the aggregation function COUNT()
Then just build your visualization to show the counts you want (not percentages, the actual counts)
Finally, you can convert counts into Percentages by clicking on the pills for your Measures and choosing Percentage under Quick Table Calcs. You'll want to experiment with the "Compute Using" setting to tell Tableau how to compute your percentages -- i.e. define percentage of "what".
Percentages are implemented as table calcs in Tableau. Read the help to understand table calcs, especially the description of partitioning and addressing.
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.
I'm using Tableau Desktop v9.0. I have data that looks like this:
code,items
02050252,7
03040620,19
03060423,3
I want to create a bar chart of the items grouped by the first two characters of the code field.
So effectively a chart that shows this underlying data:
new_code,items
02,7
03,22
Is it possible to do this within Tableau? Or do I need to group the data manually myself first?
You can definitely do this within Tableau.
Make sure that your code column is a string. If it's not, right click on it in the dimensions section and choose Change Data Type.
Then, create a calculated field (Analysis -> Create Calculated Field) and enter the expression LEFT([Code], 2), which will take the first two characters of the code field.
Drag your new_code field to the Rows shelf and Items to the Columns shelf and voila, you have your desired data. You can of course change the type of the chart, make it a table, etc. from here.
I am trying to do a list report with about 40 columns(Dims+measure) but not able to get it right,
the requirement pushes the Tableau limitation by exploiting its limit to only 16 columns.
How can I get this done?
I read this
Here is my Tableau workbook with 16+ columns but no column header
Go to Analysis-->Table Layout -->Advanced and change the number in Rows and Columns as per your need.
You can't add more than 16 to this, but increase it to 16 (for identification).
So, save the Tableau file with extension .TWB. Then open this file in notepad.
Then search for the text: attr='row-levels'.
You will find something like:
<format attr='row-levels' value='16' />
<format attr='row-horiz-levels' value='16' />
Change the value of 16 to desired column numbers. Save the notepad file. Open it in Tableau.
The measures names and measures values special fields can help here and covers most use cases. (Using the measure names and values fields is likely a better choice than creating 40+ marks cards as you did in your posted example)
Put Measure Names on the column and filter shelves and measure values on the text shelf. Then add the measure fields you want to the Measures Values shelf. Then put the dimensions that you wish on the rows shelf.
A single field+aggregation can only be on the Measure Values shelf once, but a field can repeat with different aggregations -- so you can show the min, avg and max of a measure in 3 different columns.
As you mentioned, you can increase the max col and row headers up to 16 each via the Analysis->Table Layout->Advanced menu and panel. Beyond that point, adjacent columns will still display, just be coalesced for display.
Still you can have an apparently arbitrary number of fields on the measures values shelf, so can display as many columns of measures (data) as you wish, even though adjacent header columns for dimension (~category) get coalesced for display once you hit the header limit.
Tableau is optimized for summarizing data for efficient interpretation by humans, so displaying extremely wide tables of data is not the best fit for the tool (or a human reader frankly). Importing and exporting large tables is certainly possible.
At the 2015 conference I went to a session called "Use Tableau Like a Sith" and they showed us how to change the XML to workaround the 16 limit. Caveat being this is not supported.
Find the entries in the attached image and change their value to 40. In the screenshot, the Sith presenters were changing them to 36.
Here is a workaround for some data sets:
convert your fields from Dimension to Measure, and then
display using Measure Names / Measure Values, as #Alex Blakemore suggested.
For example, Boolean fields can be converted to numeric using INT().
PROS:
It is easier to change which fields to plot using Measure Names / Measure Values.
Faster performance, at least for some data sets.
CONS:
Often data sets have some fields that cannot or should not be converted to measure.
Not as easy or straightforward as changing Analysis > Table Layout > Advanced settings, or the xml-editing workaround suggested by #Cyndi1976.
There are Two ways:
Edit the saved .twb file and edit the Below xml code by opening the workbook with Notepad
<format attr='row-levels' value='16' />
<format attr='row-horiz-levels' value='16' />
Create 3 different worksheets each consisting multiple column but each worksheet consisting columns >16 and place them in single dashboard. So you will get one view with 40 columns.
A good way to do this is to create groups and filters. I'm sure, out of 40+ columns, a good number of them can be converted to either of the above, giving a neater look to your dashboard, making it easy to comprehend your data.
Let us assume you're creating a dashboard to show the overall split of mobile recharges for a company x.
One of the option is to have multiple columns; each for:
the mobile OS
OS version
service provider
recharge rank
Sub-category (Prepaid / Postpaid)
...
the easier and elegant way to reduce the number of columns is to populate a dropdown list with these values. Not only this will make the dashboard easier to comprehend, it will reduce the number of columns one has to refer to interpret the data and would also reduce the technical limitations imposed on the number of columns.
to create a group in Tableau:
include the fields in the result set i.e. use the column[s] in select statement.
select os, os_version, service_provider, rank, subcategory ... from schema.recharge_table [where...];
In the Sheets view of Tableau, right click on the field to create group. Let's create a split on subcategory.
Group the sub-categories, give them proper alias to be recognised easily.
Drag the Group to filter and you've successfully and elegantly reduced one column.
16 is the maximum limit for row/column labels in tableau table.
Put 20 columns on one sheet and 20 one the other dashabord. Drag and drop both sheets on to your dashbaord, and you should be having 40 columsn.