I am very new to Tableau, and I am trying to create a Scatterplot which can be viewed at different levels within the Hierarchy on the same Dashboard. For example, suppose I have employee counts, company counts and population density and I have this information by city, and these cities are in certain states.
I would like to be able to view the ratio # Employees/# Companies along the x-axis, population density along the y-axis, and I would like the ability to have each city shown as a separate bubble, and be able to, say, filter on Maryland, and show only the cities within for Maryland. This is all very straightforward using two quickfilters.
I'd also like to be able to somehow allow the user to specify that they want to see the bubbles at the State level, and once they select that option, it no longer shows the bubbles by city, it has aggregated those bubbles and is showing them by State. How do I do this?
Thanks!
Well, that is very easy to do when you are editing the view (just drag the field to detail and use the collapse option), but not so easy to provide this option to users.
I can think of a little hack. Create a parameter named [Level]. Make it a list of values, like 'City' and 'State'.
Now create a calculated field [Level of detail]:
CASE [Level]
WHEN 'City' THEN [City]
WHEN 'State' THEN [State]
END
I'm assuming your city and state fields are named [City] and [State].
Now drag this [Level of detail] field to details, and let the user choose the parameter. When he chooses 'State', it should aggregate on State level. Same for City.
One approach is to create a hierarchy out of the City and State fields.
To do that, in the data pane on the left, drag the City field and drop on top of the State field. You should get prompted for a hierarchy name of your choice, and then see the two fields grouped together in the data pane underneath the hierarchy name. State should be above City, but if not, just drag into the right order.
Now drag state to the detail shelf and build your view. Note there is a + sign to the left of State on marks card. You can press the + to expand the hierarchy and drill down to the City level. Then you can hit - to roll back up.
Custom hierarchies work for all kinds of discrete dimensions, not just those with geospatial roles.
Related
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.
Is there a way in Tableau to filter a view based on its relationship with a different variable?
For example, say I have a dataset with variables Company (values = A, B, C) and Product (values = 1, 2, 3). In one view, I want to select a Product. In the other view, I want to filter to only Companies that have that Product, but I want to show all Products for those companies. The typical filtering approach in Tableau could easily show me which Companies have that Product, but the rows with other Products from the same Companies would be excluded by the filter.
Any solutions? I get the feeling I may be missing something simple.
Create a parameter to represent the product of interest. You can load the values of the parameter from the Product field, but will have to add/remove choices periodically as product list changes.
Place Company on the filter shelf, and use the condition tab to choose only companies that have that Product with a formula such as max(Product = [Product of Interest])
For more than one product at a time, create a set of Products instead of a parameter and change the formula to test for set membership instead of field equality. If you have a set of Products called [Products of Interest], note the plural, the formula is then simply max([Products of Interest])
The nice part about a set is that it notices changes to the database Products list automatically. The bad part about a set is that Tableau doesn't make it easy to add or remove elements from a set in the user interface unless you are using Tableau Desktop (at least not by version 10.1)
In addition to the methods explained by Alex, (if you are okay with having multiple sheets) you can have 2 sheets linked with an Action filter -
First sheet would just show the unique list of Products (this acts as the Source sheet)
Second source would contain whatever view you like to show with Companies and their products (this acts as the destination sheet)
Create an action filter between the 2 sheets and use the "Selected fields" under Target filters to filter using the Company field. This way, if you select any specific product(s) in the first sheet, all relevant companies would be filtered in the second sheet but all the products show up too!
EDIT: this is a good solution in many cases, but there are a few things to be careful about.
Note that the first sheet needs Company on some shelf, possible detail, so that field is available for the filter action. If there can be multiple companies per product, then that can complicate the viz a bit.
I am familiar with how to create actions in Tableau, but doing so with map points has stumped me. It seems as though Tableau uses the lat/long measures uniquely and different than how it would another measure.
The expected behavior I want is a user to be able to select a single map point from a Tableau sheet so I can use that selection to drive an action (in this case adding the selection to a separate, blank sheet).
Here is one workaround, but this isn't a stable solution for the end-user:
1) Find desired map point -> right-click -> keep only
2) From the new 'Inclusion' pill that appears under 'Filters'...right-click -> apply to worksheets -> selected worksheets -> choose sheet
Thanks, Vamsi. I solved this morning a bit differently, it was actually really easy and didn't require any calculations:
Used carrot on my map's toolbar to 'Use as filter.'
Added a hidden crosstab to the same dashboard that, of course, changed to show the chosen map point.
Used that sheet to power my other calculation.
Essentially, I had to have both sheets on the same dashboard which allowed 'Use as filter' to solve my challenge.
(A) As each map point (generated lat/long value) is linked to a specific set of Geographic dimensions, you can create an index/combination of these fields as a calculated field.
For example, if the fields "City", "State" are the geographic dimensions, create a calculated field
Index = [City] + ", " + [State]
After you create an Action filter from the map to the desired blank sheet, at the bottom of the "Add filter Action" window use "Selected fields" under Target filters and click Add filter. In the pop-up, select the recently created Index field for filtering.
(B) You can also just add the City and State fields separately into the "Selected fields" in the Action filter and not have to create the Index altogether.
In both ways, even if there are multiple rows of data for the same location on the map, the result would show all those rows.
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 a dashboard that lets users compare a company selected from a drop down menu (Company A) to another company chosen from another drop down menu (Company B). This then displays stacked bar charts (5 categories) by year. I want to build a tooltip so that when the user hovers over one of the 5 categories in either set of bar charts, it shows a comparison of that category between Company A and Company B. Is this possible, and if so, what is the best way to do this?
My previous answer showed a different approach for the problem without using too many workarounds. This answer will try to give exactly what has been asked.
First thing to understand is that you can't have the values for two different companies if you're filtering to show only one company. That means you'll need to circumvent this by filtering directly on the field.
Step 1: Create the new parameters that will be used as filters.
You want to create two parameters called "Company 1" and "Company 2" that will be used in each view to filter the company on the graphic.
Step 2: Create the new measures with the filter directly in the field.
Now you should create two new measures from your main measure, each one filtering one of the companies accordingly to the parameter, e.g. Sales Company 1 and Sales Company 2.
Step 3: Create a field with the variation and add it at the tooltip mark.
Simply enough, you want a calculated field with the difference between them:
SUM([Sales C1]) - SUM([Sales C2])
Step 4: Update the views and dashboard
Change the measure in each of the views for their following specific measure field, and remove the Company filter. And in the dashboard, substitute your usual filters to the parameter (which will be used to filter both views).
By assuming you have a dashboard with two views, you'll be filtering the [Company] in both of these views, making the value of another company not available to be shown at the tooltip.
If you're not using it yet, you could try a new approach and see the variance between companies by using the Color mark. By adding the [Company] as color, you could turn the Stack Marks off and add the second company in the filter to be able to visualize the difference.