How can I get aggregated measures with continuous dates? - tableau-api

I would like to display the total amount (as text) of a measure filtered by a continuous date filter (slider). I doesn't sound difficult but when I try this it looks like the result is not aggregated and the amount for each single day is displayed on top of the others, and it's obviously not what I want.
So how can I get Tableau to summarize the result as one summed value when I use continuous dates?
Any help would be greatly appreciated!
Thanks.

Related

How to compare two averages for the same column?

I want to take an average of the whole data and then filter that data and take another average and then compare the two. Any help is appreciated.
Translating on sample superstore-
The following expression will give average of sales for entire data
{ Avg([sales])}
across all rows. The following expression will, however, give category wise average sales
{FIXED [Category]: avg([sales])}
across all rows again. If you want to apply filters on these calculations add that filter to context but be cautious that the filters will then filter the data used for calculations in both the expressions. If you just want to filter data for viewing purpose and not the calculations dont add the filters to context.

Showing values for overall dataset as well as subset

I have a dataset that contains various wait-time metrics for all appointments in a practice for a year (check-in to call-back, call-back to check-out, etc). It contains appt time (one of about 40 15 minute slots), provider, various wait times.
I can get Tableau to show me, for each 15 minute slot, the average wait times for each provider in the practice.
What I can't seem to be able to do is also display the overall average for the practice for that given time slot so as to be able to compare that provider vs. the "office standard".
I'm super new to trying out Tableau, so I am sure it is something very simple.
Thanks in advance.
Use a level-of-detail (LOD) calculated field. An LOD calculation occurs at whatever aggregation level you specify, rather than what's on the row or column shelf.
You didn't provide any info about your data set so I will use made up names here.
This gives you the overall average wait time, regardless of other dimensions on row/column shelves:
{FIXED : avg([wait time])}
This gives you the overall average wait time per provider, regardless of other dimensions on row/column shelves:
{FIXED [Provider Name] : avg([wait time])}
See the online Tableau help at https://onlinehelp.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_lod_overview.html for more information. If you have filtering and need to calculate the overall without filters applied, look at the INCLUDE LOD keyword.

Aggregating data from the US stock market in Tableau, using different time frames

I am a very basic user of tableau and I have not found an answer to my question.
I have a txt file that has historical daily data for 98% of all the stocks in the US, with their daily capitalization. Each stocks has its TICKER, Daily Market Value for every trading day of the year, and its SECTOR.
I did a simple time series that display SUM([Mktval]) (sum of all individual market values) across all stocks, on a daily daily, and where I can see that the total value as of 2016 is about 24 Trillion USD, as in the image below.
When I change the view column from DAY to YEAR, I don't see the right values, but something a lot larger. So I realized that I need to do SUM([Mktval])/252 to get the right value for a year (there are 252 trading days in a year).
If I change the view to MONTH, as in the chart below, the numbers are again wrong because 252 is not the right value to use in the division.
Is there any way that Tableau can adjust the values automatically to reflect the AVG MktVal across different time intervals?
Thanks
Replace SUM(Mktval) on the Rows shelf with the following calculated field
avg({ fixed day(Date1) : sum(Mktval) })
That solution is all in one step. It is perhaps a bit more clear to use 2 steps. First, create a calculated field called total_daily_market_value defined as
{ fixed day(Date1) : sum(Mktval) }
Then make sure that calculated field is a measure. It is an LOD calculation that you can think of as a separate table with one value for each day showing the total market value for that day.
Drag that measure to a shelf, and then change the aggregation function to AVG(), MEDIAN(), MIN(), MAX() or STDEV() as desired. Tableau will aggregate the total_daily_market_value using your chosen aggregation function for whatever values of Date1 are in your view.

Tableau : How to get the Dashboard always display the latest 10 days worth of group statistics

My input text source always contains last 12 months worth of data. e.g: Current month is October. So My input source contains data starting from last Oct 1st to till date. But I want the aggregate statistics to be displayed on a daily basis for last 10 days of sales , 30 days of sales, 45 days of sale per product across various regions
I am trying to use window_avg fuction with something like window_avg(sum(sales), first() + datediff('day', window_min(min([date]))-1, dateadd('month',1,window_min(min([Date]))-1)) * 13,13) something like that. But I am not able to crack the exact logic.
Could you please suggest me some better way to achieve this, rather than using these kind of calculations. Also I am afraid if this goes wrong if there is data missing in the middle one or two days.
Any help is appreciated.
A very simple thing is to use a relative date filter. There's a UI for you to select they last N days.
Put the date on the columns shelf and set it to the date truncation of year-month-days. Put your measure row shelf. Put the date pill on the filter shelf too and use a relative date filter.
If you are doing simple aggregate like the sum of sales for a day it's easy and you'll not need to do anything else. You can can also fairly easily create a table calculation by right clicking on the measure and choosing one of the quick table calculations. Even when I'm doing a more sophisticated calculation, I start with a quick table calculation and then start editing.
If you are doing something like a moving average, the filter and the moving average can interact. For example, if I'm showing a 5 day trailing moving average over 30 day period, the first few days do not get averaged in the same way -- you don't have days over 30 days ago. If that's not really an issue for you, that's cool and you are done.
If it is an issue, it's going to be trickier. I'd suggest creating a second filter based on a table calc. The reason is the order of operations in Tableau. The raw data is filtered then aggregated by the database, then the table calcs are performed. If there are any filters on table calculations, then they are filtered after that. So basically, in my example, you want create a filter for 35 days on the date, then create a table calc on the date -- like using the INDEX() function. Filter the index function to show 30 days worth, then you've got a moving average that uses 35 days to compute the average, but only shows 30.

Tableau Draw Financial Data Series

I am new to tableau. I am just trying the simplest task: I want to draw a stock price time trend. I have data and I have price. But no matter how I tried, tableau seems no option for this raw data drawing-- you have to select a measure, whether sum or average or count but no option for just raw data. Can someone tell me how to do this? Thx!
Sum should be fine and as you add dimensions the granularity will be determined. For example, Take one of your stocks and add the date to columns and the symbol to rows. Most likely you want to see daily close price so right click and change to exact date. At this point the sum shouldn't matter because you should only have one price for each day in your record. If you have hourly price data, I would suggest using close price or change the date to the hour level.
In the Analysis menu uncheck aggregate measures, then no aggregations are performed on the measures and you see all the values.