I am trying to create a visualization of product build times over the year.
what I want to see, at the lowest level of the hierarchy, is for each job, the main/max/avg/mean/std dev as wavy lines over time.
my database has job name, date/time, status, and duration
the job name has a structure to it, so I would like to take the 1st 3 chars and build a hierarchy. the second set of 3 chars defines the 'product group'
so I would like to see these 5 lines for product group, drill in to product team, drill in to job, across the 365 days of the rolling timescale we collect data for (1 year).
I can get, for each 'job', a pane that shows max, or min, or avg, as lines, but I cannot get them together in the same chart..
start date as column, job name, max/avg/min/std as row elements
for the hierarchy, it looks like I have to place that data in the data source to be able to use it. I cannot find a way to define a hierarchy based on part of existing data
Related
I’m trying to combine two separate date fields into one so that I can calculate a defect rate between the two.
I have two date fields:
1. EndDate
2. FundingDate
The EndDate field is used to capture the # of units for a particular ‘project’ for a particular month. The FundingDate is used to capture the total # of volume generate for a particular month.
If I create a worksheet using just EndDate and filter to a ‘project’ I’m interested in and COUNTD the # of units, those figures turn out to be accurate for their respective months.
Same goes for the FundingDate, separate worksheet, COUNTD the # of units, figures are accurate for their respective month.
If I try to view the COUNTD of units from a project using the FundingDate, the #’s are off. Same goes for the total volume if I use EndDate trying to find the total volume.
How do I create a Date Dimension that both can pull off of that reflect the correct COUNTD?
this was resolved by creating an external .TXT file with a Master Date list. I then duplicated the original data source and did a cross data base join to the two date fields to the Master Date
https://onlinehelp.tableau.com/current/pro/desktop/en-us/multipleconnections_troubleshooting.html
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 3 sheets I'd like to filter on the dashboard: months, supervisor name, and supervisee name. What I would like to do is have the functionality to click on a month, and have everything filter. I'd also like to click on the supervisor and supervisee, and have it do the same thing.
The problem is, that my supervisees keep disappearing every time I select a supervisor. The data is set up as a hierarchy within tableau and is on a corresponding line in the original hard data. Any help or suggestions?
I have an incident queue, consisting of a record number-string, the open time - datetime, and a close time-datetime. The records go back a year or so. What I am trying to get is a line graph displaying the queue volume as it was at 8PM each day. So if a ticket was opened before 8PM on that day or anytime on a previous day, but not closed as of 8, it should be contained in the population.
I tried the below, but this won't work because it doesn't really take into account multiple days.
If DATEPART('hour',[CloseTimeActual])>18 AND DATEPART('minute',[CloseTimeActual])>=0 AND DATEPART('hour',[OpenTimeActual])<=18 THEN 1
ELSE 0
END
Has anyone dealt with this problem before? I am using Tableau 8.2, cannot use 9 yet due to company license so please only propose 8.2 solutions. Thanks in advance.
For tracking history of state changes, the easiest approach is to reshape your data so each row represents a change in an incident state. So there would be a row representing the creation of each incident, and a row representing each other state change, say assignment, resolution, cancellation etc. You probably want columns to represent an incident number, date of the state change and type of state change.
Then you can write a calculated field that returns +1, -1 or 0 to to express how the state change effects the number of currently open incidents. Then you use a running total to see the total number open at a given time.
You may need to show missing date values or add padding if state changes are rare. For other analytical questions, structuring your data with one record per incident may be more convenient. To avoid duplication, you might want to use database views or custom SQL with UNION ALL clauses to allow both views of the same underlying database tables.
It's always a good idea to be able to fill in the blank for "Each record in my dataset represents exactly one _________"
Tableau 9 has some reshaping capability in the data connection pane, or you can preprocess the data or create a view in the database to reshape it. Alternatively, you can specify a Union in Tableau with some calculated fields (or similarly custom SQL with a UNION ALL clause). Here is a brief illustration:
select open_date as Date,
"OPEN" as Action,
1 as Queue_Change,
<other columns if desired>
from incidents
UNION ALL
select close_date as Date,
"CLOSE" as Action,
-1 as Queue_Change,
<other columns if desired>
from incidents
where close_date is not null
Now you can use a running sum for SUM(Queue_Change) to see the number of open incidents over time. If you have other columns like priority, department, type etc, you can filter and group as usual in Tableau. This data source can be in addition to your previous one. You don't have ta have a single view of the data for every worksheet in your workbook. Sometimes you want a few different connections to the same data at different levels of detail or for perspectives.
I have a report that I've written and I understand how to create running totals and such, but need help creating a custom evaluation formula.
I have two levels of groups, first group is based upon a certain user, the next group is based upon transactions that user has been involved in. I have details hidden, and am only interested in the totals for a particular activity. This is working great, and totals are working properly but the problem is, each activity has a 'line number', which essentially can be the same as another activity (ie: two activities can have lines 1, 2, 3 contained within), so doing a distinctive total based upon a set of data isn't accurate because I only want it to be distinct based upon each individual recordset, and not globally.
The example is below... if I do a count on each record for this dataset, it comes out to 18 because there are duplicate line numbers on each... but if I do distinct, it only comes to 9 because of duplicate line numbers across multiple actives.
I guess what I need to know is how I can take the totals per detail group, and have them total up in my second footer properly. I assume it's going to take me compiling together a string including the activity number and line number, and then comparing them?
Here is an example of the data contained within the total groupings:
I figured this out on my own... turned out it was pretty simple. I converted my numeric values to text, and included a copy of the transaction id and the line id as my test value, and did distinct on that... Sometimes it just helps not staring the problem down.