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Tania Sen (Member) asked a question.
Hi Team,
How to create a Bar graph like below to show YTD Sales, MTD Sales, and Benchmark (Target)
Benchmark is the hardcoded value.
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Tania Sen (Member) asked a question.
Hi Team,
How to create a Bar graph like below to show YTD Sales, MTD Sales, and Benchmark (Target)
Benchmark is the hardcoded value.
Ankit Sobti (Member) asked a question.
Best Answer
Hey @Ankit Sobti (Member) - attaching an alternate approach solution workbook using calculated fields to achieve the above output.
Current -
If {MAX(DATETRUNC("year",[Date]))} = DATETRUNC("year",[Date])
and {MAX(DATETRUNC("month",[Date]))} = DATETRUNC("month",[Date])
then [Value] else 0 end
Previous -
if DATETRUNC("month",[Date])=DATEADD("month",-1,{MAX(DATETRUNC("month",[Date]))})
then [Value] else 0 end
Hey @Ankit Sobti (Member) - attaching an alternate approach solution workbook using calculated fields to achieve the above output.
Current -
If {MAX(DATETRUNC("year",[Date]))} = DATETRUNC("year",[Date])
and {MAX(DATETRUNC("month",[Date]))} = DATETRUNC("month",[Date])
then [Value] else 0 end
Previous -
if DATETRUNC("month",[Date])=DATEADD("month",-1,{MAX(DATETRUNC("month",[Date]))})
then [Value] else 0 end
WONIL CHOI (Member) asked a question.
I have created a formula in Tableau that calculates a ranking using RANK_UNIQUE. I want to put it on a grid and sort it, but I can't sort by a field. How can I use criteria as a field?
@WONIL CHOI (Member) It is still not exactly clear what you want, but I have built off Chris' reply. I blended the sheets on [sub-category] so you can change which measure sorts descending based on clicking your banner. 'Rank' and 'Sub-Category' will not do anything because my parameter action is using the four measure names (discount, profit, quantity, and sales).
You currently have Rank based on Discount, but it is unclear whether you want the rank to remain with discount when sorting by other measures or if you want the rank to change to the measure selected.
Both can start the same way, so I created both options.
First created a parameter. I didn't want to take over yours, so I created a new parameter [P_Rank Field]. The only difference from yours is I assigned a list instead of leaving it as all.
Next create a calculation that associates each parameter value with a field name
//C_Rank Field Selection
CASE [P_Rank Field]
WHEN 'Discount' THEN [Discount]
WHEN 'Profit' THEN [Profit]
WHEN 'Quantity' THEN [Quantity]
WHEN 'Sales' THEN [Sales]
END
//This assumes the same aggregation. If you need different aggregations, you can added them to the fields
The next step is where the two options depart. To change the field used in the rank calculation, you use the prior calculation as the rank argument
//C_rank (parameter)
RANK_DENSE(SUM([C_Rank Field Selection]))
To kept rank on discount, but change the sort order based on the selected measure, you add a copy of [Sub-category] before [Rank] as described by Chris. Click on the pill and select Sort. Sort by Field (somethings you will need to use Nested), select Descending, the field [C_Rank Field Selection], and the aggregation SUM.
On the dashboard, the top table will rank by the selected parameter measure. The bottom table will sort by the sum of the selected measure, but [Rank] will always be by [Discount].
The Rank function can only be sorted ascending/descending (based on calculation options) or manual, which is why you need the preceding field to change the sorting systematically.
Nurlan Ganbarzada (Member) asked a question.
Hello,
Currently, my Tableau Server does not have internet access due to security restrictions, which is causing issues with license verification. Could someone please provide the URLs that Tableau uses to verify licenses? I would like to request access to these URLs to resolve the issue.
Thank you!
Hi @Nurlan Ganbarzada (Member) ,
This page https://help.tableau.com/current/server/en-us/plan_network.htm contains the URLs required for Tableau server licensing
Cate Asp (Member) asked a question.
Hi all,
I am expierencing an odd issue. I needed to make a couple of small changes on my dashboard and all went well except one. I updated the title of a button on my dashboard, changing it from congressional to congressional district. On all pages except one, this change took without issue.
However, on one page, the button keeps appearing as congressional. When I click edit directly within Tableau Public, it then shows as congressional district. When I move the button and publish this change, it does not move and still says congressional. Does anyone know why this could be happening?
I have closed out of both Tableau Desktop and Tableau Public, Saved as twbx vs twb, deleted past versions of my dashboard and republished, refreshed my data, etc. Nothing has resolved the issue.
Please see the images for example.
What the button should look like when published, and how it shows up on the edit page:
What the button actually looks like when published, despite all the other pages not having this issue:
Thank you!
Best Answer
Hey @Cate Asp (Member) - By any chance do you have multiple layouts created for different devices of your dashboard?
Regards,
A.V.
If you find this response helpful, please upvote/ mark as correct answer
Hey @Cate Asp (Member) - By any chance do you have multiple layouts created for different devices of your dashboard?
Regards,
A.V.
If you find this response helpful, please upvote/ mark as correct answer
michael shin (Member) asked a question.
Hello there. Before I submit my workbook with dummy data, I wanted to see if there are any blogs/instructions on how to drill into the METRIC/Attribute. For example, we may have a Summary report as follows:
If I "drill" or click on 23, it should bring up another report/worksheet which displays only this metric along with its underlying details as they relate to Attribute 1. I am having difficulty doing this via the Dashboard Actions. Any guidance would be much appreciated.
Mike
Best Answer
if I had this I think I would pivot the data and set up an action filter as shown on the attached
if you do not want to do that you could use a parameter to select the measure and then DZV - see https://jimdehner.com/2023/01/05/dynamic-zone-visibility-use-cases/- I'll review yoiur attempt to do that
Sure @Jim Dehner (Member) . Thank you. The IDEAL workflow is to drill on a metric (Sales) in the Summary DASH. From here, it will take you to a worksheet/view which ONLY shows this metric (again, Sales and not Efficiency). I'm thinking that I may use a parameter for users to flip between the metrics in Detailed reporting.
Angelina Fleckenstein (Member) asked a question.
We have a profile on Tableau Public where we publish and refresh several dashboards.
We have Tableau Desktop creator licenses.
We started getting this error when trying to publish to Tableau Public from the Tableau Desktop application (professional , licensed edition) . Also tried using free Tableau public application with same error.
Unexpected Error: Cannot connect to Tableau Server. Please check the server name and port and try again. Server's certificate is not trusted.
The Issue is when we open Tableau Desktop and need to publish a workbook to our Tableau Public profile. When we click Server > Tableau Public > Save to Tableau Public
The Login Screen where we need to enter credentials pops up for a couple seconds but then immediately shows popup screen with this error
Unexpected Error
Cannot connect to Tableau Server. Please check the server name and port and try again.
Server's certificate is not trusted.
Tableau desktop version 2024.2.4 but also tried other versions.
We checked the certificate authority manager on the computer and the certs are showing as valid. We can login from browser to the profile, but cannot login from Tableau Desktop.
Does anyone else experience this issue? Any suggestions what is going on and how to fix this?
Thank you!
Best Answer
@Angelina Fleckenstein (Member)
Hi, maybe your company is using a proxy/firewall and blocking some content that Tableau has inserted recently. Another post stated:
"It seems the issue stemmed from allowing Tableau to connect to two sites: doubleclick.net and adservice.google.com."
If this post resolves the question, would you be so kind to "Select as Best"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you.
Regards,
Diego Martinez
Tableau Visionary and Forums Ambassador
@Angelina Fleckenstein (Member)
Hi, maybe your company is using a proxy/firewall and blocking some content that Tableau has inserted recently. Another post stated:
"It seems the issue stemmed from allowing Tableau to connect to two sites: doubleclick.net and adservice.google.com."
If this post resolves the question, would you be so kind to "Select as Best"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you.
Regards,
Diego Martinez
Tableau Visionary and Forums Ambassador
Anonymous User (Member) asked a question.
Hello I was hoping someone could help me figure out how to\
Hey @Anonymous User (Member) - I suggest you should start by looking at tableau public for inspiration - https://public.tableau.com/app/search/all
you can also take a look at this fantastic Visual Vocabulary dashboard by Andy Kriebel - https://public.tableau.com/views/VisualVocabulary/ChangeoverTime?:language=en-US&:sid=&:redirect=auth&:display_count=n&:origin=viz_share_link
Regards,
A.V.
If you find this response helpful, please upvote/ mark as correct answer
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Hey @Tania Sen (Member) - are you looking for something like this, attaching the workbook for your reference -
Regards,
A.V.
If you find this response helpful, please upvote/ mark as correct answer
YTD Test_Av