I am trying to produce a sales chart using only the native Excel features, I am trying to group sales data by month and category. I want my sale types to stack for a monthly total so that I can compare not only total volume, but also track where that volume is coming from. I have been able to group by month using a pivot chart, but I can't figure out how group my categories and display them as discrete parts of the monthly sum. Here is a mock-up of what I am trying to produce: http://i.imgur.com/BCFfwQJ.png
I'm helpless in VBA and SQL, and my coworkers are even worse than me at it, so I need to do this with just the built-in Excel 2010 features.
Set up the data so the months are in the first column, type labels in the first row, values in columns under the respective type, and keep the top left cell blank (above months and left of types). Add another column with the quota label next to the type labels and the quota values next to the type values. Make a stacked column chart from this data, right click on the quota series (which is another stacked column), choose Change Series Chart Type from the pop=up menu, and choose a line chart type.
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I have multiple column of survey answers from excel in tableau with the answers being 1,2,3,4,5. I want to show across the average for each column but in singular bar graph. For example row 1 would have a bar chart showing the average for that excel column, row 2 would show the average for its column etc. I would love the name of each excel column (Answer from survey) to be on the left side of the chart. However I can't figure it out since every time I drag the question into the row tab it starts showing (1-5) and doesn't just keep the average of the column. Thanks!
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After replicating and trying what you described, my suggestions is to drag "Measure Values" (from Measure list on the sidebar) dropping in the "Columns" tray, and "Measure Names" on Rows.
Then use Measure Names as a filter, selecting the questions.
See Below:
I am in the process of converting few of my ssrs reports into tableau. I created a tabular model worksheet which shows Comparison of budget & actual amount in region, district , year wise. I have added region, district in row shelf and budget & actual amounts in text shelf.
Now I need to show Budget & actual amounts in different color. Also I need to add a legend for each text colors. Please help how to do this tableau.
Thanks for the help
You need to place the Measure Values measure in the Text card instead. This will allow you to use the Measure Names dimension in the Color card.
For example:
You will need to filter on Measure Names to make sure you only include those two measures.
Also, I added Measure Names to the Rows section, but unchecked Show Header so that the numbers are vertically stacked.
I would like to create a dashboard showing Level Funnel for the users with respect to their register date on the same chart.
My data is like the following:
And from that data, I would like to create the graph like below:
But in tableau I couldn't manage to combine those graphs below, which are separated day by day:
I tried to follow this steps, http://downloads.tableausoftware.com/quickstart/feature-guides/combo_charts.pdf however I couldn't find 'Customize Marks' button in the menu.
That would be great if you can help me on how to combine these graphs into one graph.
Thanks.
Drag the DAY(Date) field from the row shelf to the color shelf
One way to think about it: When you have the DAY(DATE) field on the row shelf, and you've configured it to present as a discrete field, you are telling Tableau to "make a row for each day". When you move that field to the color shelf, you are instead telling Tableau to make a color for each day. The same mental substitution works for discrete fields on most of the other shelves, like columns, shapes, pages -- i.e. make a page for each day.
I'm trying to create something like a GANTT Chart where I would have start dates and end dates designated by a shape like a diamond and then the period of time in between connecting the start and end date shown as a line connecting the shapes. Does anyone have any tips on how to do that in tableau?
For data I have an identifier column, an event column, a date column, a start date column, and an end date column.
To make a basic Ghantt chart in Tableau, put the start date on the column shelf, convert it to continuous exact date. Put the identifier on the row shelf and change the mark type to Ghantt. This should get a short bar at the start date of each task, with a row per task (assuming the ids are unique per task).
Now you need to specify how long the bars should be by putting a field showing the number of days for each task on the size shelf. You can create a calculated field to compute those durations as datediff('day', contract_start, contract_end). Place that on the size shelf and you should be off to a decent start.
You can add more info to the tool tips and use color to show contract type or something else. add some reference lines by right clicking on the axis. You will need some tweaks in the calculated field to deal with things like null (unknown) end dates, maybe recurring tasks ...
If you want a few milestone markers, you can use reference lines or point annotations to add them by hand easily.
Or if you want to include milestones as shapes with your data, you can use a dual axis chart.
Here is an example showing how to combine shapes and bars into one char. The details vary slightly depending on how your data is organized, but if you examine how the data for this workbook is organized, how the data connection joins the tabs, and how the workbook displays the data, you should be able to adapt the approach to your own data. Just realize sometimes it is easier to revise the way your data is shaped to make the analysis simpler.
Also, you might want to consider if you need both planned and actual dates.
See also
Gantt over time with summed bar
I'm using BIRT right now to display some charts. I need to display a bar chart based on scripted data. If there is too much data, then the chart X series get very compact.
I want to limit the number of X series displayed on a chart, let's say to 5, then the next 5 to draw on another chart and so on. This is possible in JasperReports by using nested groups and resetting the chart on a group event. I can't achieve this in BIRT.
Is this possible in BIRT?
P.S. I need to obtain what is on top of the image below, like in Jasper. What I can with BIRT is on the bottom-right
Yes, this is possible:
Add a Table item to the report, with the appropriate dataset.
Add a group to the table, to restrict the number of series to no more than 5 series per group (ie. grouped in the same way as the nested groups would be set up in your JasperReports.)
Delete all rows from the table object except the group footer.
Add a graph to the group footer (by dragging from the Palette) and set up columns, values and series as normal.
No resetting of the chart on a group event should be necessary, since the grouping is already done within the table object.