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Do you feel that you are Tableau Expert? Then try this challenge 24

Hello All…

I am back with new challenge. It’s been a while that I posted challenge here. This is very simple challenge. If you are following tableau new features and using them, you might know how to solve it. If not, then you might feel this is not possible.

If you have this kind of challenges or looking for tableau expert help in your work reach me on Suresh.n2008@gmail.com

Note: Please download the Data from below link to solve this challenge. If you use this data, results should match with images posted.


Below I am showing number of orders by Category, Sub-Category and Segment. 
Now I am applying running sum across table. 


Now I want to calculate avg by Furniture and Segment. For Example, see below
Finally, I want to see report which looks like below. 


Clue: I did not used LOD calculations. Try with table calculations. 


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Experiment… Observe… Learn…

Scenario 18: Day, Week to date, Month to date, Quarter to Date and year to date data filtering using parameter selection


For example. today is 12th May 2018. 
When you select Day then we must show 12th May 2018 data. 
When you select Week, we must show 5th May 2018 to 12th May 2018, i.e. One-week data.
When you select Month, we must show 11th Apr 2018 to 12th May 2018 
similarly, for quarter and year

With help of single calculation, we can filter data for above requirement.

I created two parameters.

“Date selection” to Select Date (we don’t have current date data, so I am selecting date and filtering Day, week, MTD, QTD and YTD with respect to that date.)

“Time Period Selection” to select Day, Week, Month, Quarter or Year to date.

Finally, I written calculation shown below to filter data

“Time Period Selection Filter”

Case [Time Period Selection]
when 'Day' then
If [Order Date] = [Date Selection] then TRUE else FALSE end
when 'Week' then
if [Order Date] >= dateadd('week',-1,[Date Selection]) and [Order Date] <= [Date Selection] then TRUE else FALSE end
when 'Month' then
if [Order Date] >= dateadd('month',-1,[Date Selection]) and [Order Date] <= [Date Selection] then TRUE else FALSE end
when 'Quarter' then
if [Order Date] >= dateadd('quarter',-1,[Date Selection]) and [Order Date] <= [Date Selection] then TRUE else FALSE end
when 'Year' then
if [Order Date] >= dateadd('year',-1,[Date Selection]) and [Order Date] <= [Date Selection] then TRUE else FALSE end
END



Drag this calculation field “Time Period Selection Filter” to filter shelf and select “True”

By changing parameter and date selection you can see expected results.


Do you feel that you are Tableau Expert? Then try this challenge 23

Hello All…

I am back with new challenge. This is very common scenario. Example finding customers who purchased in 2017 and purchased in other year. Similarly, customers who purchased milk also purchased bread like that.

If you have this kind of challenges or looking for tableau expert help in your work reach me on Suresh.n2008@gmail.com

Note: Please download the Data from below link to solve this challenge. If you use this data, results should match with images posted.


Below you can see number of customers over the years trend.

There are 637 customers who purchased in 2013.

Now I would like to know how many of these 637 customers purchased in other years. See below image. Out of these 637 customers, 484 customers purchased in 2011. Similarly, 451 and 557 customers in 2012 and 2017 respectively.

More examples for year parameter and Region filter changes.






























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Experiment… Observe… Learn…

Scenario 17: Color and Arrow KPI Implementation in a report


Look at this below report. Are you getting useful information or insights quickly? How much time it will take to identify negative profit sub-categories.
Let change above report into visual KPI (Key performance Indicator) representation. Don’t you like it? :)

Let see how to build this report.
Step 1: Build sheet like below

Step 2: we missed to show header for 3rd column in report. Now drag Measure names into filter shelf, then select profit only. All remaining should be unselected. Then drag measure name into column shelf. Drag measure values into “Text” shelf. Remove sum(profit) from Marks shelf.

Step 3: Now we will write calculation for KPI indicators.
KPI Indicator:
If sum([Profit]) >= 0 then '' else '' END

Now you might get doubt how I used up and down arrow symbols here. I copied Unicode characters from google. Search for Unicode characters in google and then copy symbol into calculation.
Step 4:
Place KPI Indicator on color and text shelf.

Step 5: Re-arrange labels in text shelf.

Final report looks like this

Scenario 16: Invidual color legend for each measure in the view


Hello All,

After long time, I learned handy tip for coloring individual measures in single sheet. This feature is released in 10.2 version. It works 10.2 version onwards.
See it is to build view like below.



But I want to represent each measure with different color gradient. How it is possible?
In 10.2 tableau released feature for this. If you right click on measure values which is there on color shelf you will find option “Use separate Legends”. See below



Now view looks like below



If you format different color schemes for different measures view looks like below