CRM Online 2015 Dashboards - charts

Is it possible to have a Sub-Chart?
So, I have a line chart of data, On the vertical access is the user ,and on the horizontal ,displays the total data by month, what I'm trying to do is, if you click on a month , I want it to breakdown per week on horizontal axis, with the user on Vertical axis?
I known you can drill down, by selecting a field from the dropdown and selecting a chart.
But that's not giving me what i want.
Is this possible ?

No, it's not possible to do that in easy way.
I would suggest a work around:
Make additional chart to show (users x weeks) - you can call it a subchart.
Teach users to use charts like this:
Click on the chart (users x months) to pop it out from the dashboard
to see view+chart
Click on the month (that would filter the view to show only the data of selected month)
Using chart selector change the chart to show (user x week).
This would give the same result as the drilling you have described but with additional 2 mouse clicks.

Related

create side by side bar chart with different measures

I have a data looks like that
i would like to create a side by side bar chart (will be three bars per each month) one bar to shows the count of orders created during month, the other will be the count of orders dispatched during this month and the third will be count of orders received during this month. the point is that I have to show the values based on the year that the user will choose from a filter.
i can do each measure as one chart but i tried to do it in one side by side bar but i couldn't ... can you please help me
here is the work book
https://community.tableau.com/thread/333776
See this thread create side-by-side bar chart in Tableau
Pivot three fields with dates and it will solve your problem

How can a Tableau Server user change the axis view on a granular table?

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.

Drillthrough function in Power BI column chart - show day numbers instead of dates

I have created 2 different column charts in my Power BI report. The charts show the report usage by month and day (Day 1-31) - in this case for October. Only one month can be selected at a time.
I have added a drill-through function to the chart so the user can access a more detailed report. This works fine with the first chart when the Date field is placed under Axis (example: 2017-11-14).
When I instead try to use the Year, Month, Day fields under Axis only the day is being sent through to the drill-through report. For example November 6'th 2017 is being picked up at 6'th of each month. It seems that the drill-though function is only using the lowest level of data.
The first option works fine, however I would like it to look the the chart below where you see the number of each day instead of the entire date.
Any thoughts or suggestions?
Edit:
This is what the drillthrough filters look like on the drillthrough report page (I have selected November 9'th on the other page):
(År = Year, Månad = Month, Dag = Day)
For your second option to work, you need to add Year/Month/Day values to Axis, then on drill-through report page also make sure you add these 3 fields to Drillthrough filters.
But if you only need to show shorter version of days instead of whole date, take a look at the formatting options ==> X-Axis, there you can turn off Concatenate labels and grindlines to get a nicer looking graph like in a picture below.
Main graph:
Drillthrough report:
I finally managed to solve the issue:
I selected the drill down arrow on the right (in the top-left corner of the visualization) to drill down to the lowest level and not the arrow in the middle which I thought did the exact same thing except with more steps.
Now the drillthrough function works and all the values are passed to the next report!

Charts drill down as 'year to months for different cities' in Tableau

I'm working on Tableau for rainfall data.
I have a cumulative rainfall data for a year (and the months respectively) of different cities.
And I prepared a tableau barchart for the annual rainfall data.
So, if I hover/click my cursor on any of the bar then a line chart which carries the months of that particular city need to be visualized.
Please suggest.
You have to using compulsory Action Filter.
choose dashboard menu -> Action->add action.
Create another worksheet with the line chart month view you would like to see.
Then go to Worksheet>Actions>
Add Action > Filter and Select how you want it to run (hover/select)
Select your new worksheet as the target sheet
Target filters on the year which displays the months you want in the new view
You might need to mess around with these setting to get it how you want exactly but an action is the way to go.

In Tableau, how to pass values to action filters that are not in pie chart?

I am using Tableau desktop 8.1.
I have created a pie chart showing Shift timings and number of employees in each shift timings under different departments.
The pie chart is as follows :
Shift Timing as the "Color mark"
Count distinct employee as the "Angle mark"
I have created an action filter whereby clicking on a shift timing in the Pie chart will display another sheet which shows various details of the employee under that particular shift time.
I have used Action Filter where the field i have passed to the target filter is "Shift Time".But i am not able to add the Department Field as a target filter to the Actions Filter as tableau desktop displays an error "Missing fields on Pie chart".
I need to pass the Department also to the Action filter ( but it is not present in the pie chart) as the user might select Multiple departments from the given list of Departments and the report should show the
My requirement is that if the user selects Shift time (for e.g 9am-5pm) and four departments then upon clicking the 9am-5pm shift in the pie chart should display the details of employees under those departments.I am not able to achieve this because i am not able to pass the Department as target filter into the Action filter.
Thanks and Regards
A little bit difficult to understand without seeing your actual workbook.
If I understand correctly, you want do display a pie chart, and when I click on a segment of the pie chart, you want to display a list of employees under that segment (shift time), but you also want to filter the department.
What I would do is to create a dashboard with 2 sheets, 1 with your pie chart, and one with the employee names/ids (simply drag employee name/id field to the rows and that's all). On the second sheet I would include a filter using department field.
Back on dashboard I would go to the pie chart sheet, click on the gray triangle on the top right, and select "Use as Filter". Then I would go to the other sheet, click the same triangle, go on Quick Filters and select the department filter. And voilà, the user is able to filter departments on the right of your dashboard, and click on the pie segments to select a shift.
Hope it helps
I have another way to resolve this issue.
Dashboard->Action->add action - >