I have a Tableau dashboard with multiple sheets and different visuals. My requirement is to create a pre-set date filter that applies across all sheets. To achieve this, I created an integer parameter and a calculated field as follows:
Date Filter = CASE [DATE SELECTOR]
WHEN 1 THEN DATE([Txn Date]) = DATE(TODAY()) // Today
WHEN 2 THEN DATE([Txn Date]) = DATE(TODAY() - 1) // Yesterday
WHEN 3 THEN DATETRUNC('week', [Txn Date]) = DATETRUNC('week', TODAY()) // Current Week
WHEN 4 THEN DATETRUNC('week', [Txn Date]) = DATEADD('week', -1, DATETRUNC('week', TODAY())) // Last Week
WHEN 5 THEN DATETRUNC('month', [Txn Date]) = DATETRUNC('month', TODAY()) // Current Month
WHEN 6 THEN [Txn Date] >= DATEADD('month', -1, DATETRUNC('month', TODAY()))
AND [Txn Date] < DATETRUNC('month', TODAY()) // Last Month
WHEN 7 THEN DATETRUNC('quarter', [Txn Date]) = DATETRUNC('quarter', TODAY()) // Current Quarter
WHEN 8 THEN DATETRUNC('quarter', [Txn Date]) = DATEADD('quarter', -1, DATETRUNC('quarter', TODAY())) // Last Quarter
WHEN 9 THEN DATETRUNC('year', [Txn Date]) = DATETRUNC('year', TODAY()) // Current Year
WHEN 10 THEN YEAR([Txn Date]) = YEAR(TODAY()) - 1 // Last Year
WHEN 11 THEN [Txn Date] >= [START DATE] AND [Txn Date] <= [END DATE] // Custom Range
END
This calculated field is applied across all sheets. I also have four other dimension quick filters, and all five filters (including the date filter) are context filters.
Now, I need to publish the report with an extract connection, setting:
Full refresh: Once daily
Incremental refresh: Every 2 hours
Issue with Incremental Refresh in Tableau 2024.2.4:
In older versions of Tableau, I could simply select a date & time field for incremental refresh, and it worked fine. However, in Tableau 2024.2.4, I am seeing the following message:
"Minimum date range is not available. Filters are used."
"The last 0 year of data from the refresh date will always be refreshed."
This message is confusing, and I would like to understand:
What does this mean?
Why is this happening?
Will my incremental refresh still work correctly despite this message?
Could the date filter (or context filters) be causing this issue? If so, how can I fix it?
Any insights or solutions would be greatly appreciated!
How to Properly Join Fact and Dimension Tables in Tableau Desktop (SQL Server) Without Data Duplication
Hi Tableau Community,
Tableau Version 2024.2.4
I am a SQL beginner and have never joined tables in Tableau before. However, I am currently facing a data duplication issue while joining fact and dimension tables. My database is MS SQL Server, and I need to correctly structure my joins or relationships in Tableau Desktop.
Problem Details:
I have the following tables:
AG2_STATUS_SUBHOUR
(Fact Table)
DATE_TIME
(Dimension Table)
PERSONS
(Dimension Table)
TEAM_MEMBERS
(Dimension Table)
TEAMS
(Dimension Table)
GROUP_MEMBERS
(Dimension Table)
GROUPS
(Dimension Table)
DIVISIONS
(Dimension Table)
My Current Join Logic (SQL Query):
FROM AG2_STATUS_SUBHOUR ag2
JOIN DATE_TIME sdt ON sdt.DATE_TIME_KEY = ag2.DATE_TIME_KEY
JOIN PERSONS p ON p.USER_ID = ag2.USER_ID AND p.ORGANIZATION_ID = ag2.ORGANIZATION_ID
LEFT OUTER JOIN TEAM_MEMBERS tm ON tm.USER_ID = p.USER_ID
LEFT OUTER JOIN TEAMS t ON t.TEAM_KEY = tm.TEAM_KEY
LEFT OUTER JOIN GROUP_MEMBERS gm ON ag2.USER_ID = gm.USER_ID
LEFT OUTER JOIN GROUPS g ON gm.GROUP_ID = g.GROUP_ID
LEFT OUTER JOIN DIVISIONS d ON d.DIVISION_ID = p.DIVISION_ID
When I use Relationships in Tableau, it mostly defaults to Many-to-Many, which I manually change to Many-to-One where possible. This approach gives me the expected output.
However, when I double-click the tables and use Joins instead of Relationships, I get incorrect results and data duplication.
My Questions:
What is the correct way to join these tables in Tableau Desktop to avoid data duplication?
Should I use Joins or Relationships
Any guidance would be greatly appreciated! Thanks in advance. 😊
I cannot get my pie chart to show me subtotal label
I am creating a pie chart. I have Sum (subtotal) as the angle, Coverage Model (Field or Inside Sales) as the color. I went to the Label section of the marks card, I have overlapping labels checked, it's centered. On the pie chart, everything is displaying except the subtotal, BUT it does appear when I click preview. It just doesn't end up on the visual. <Coverage Model> Total Calls: <CNTD(TASKID)> Orders : <CNTD(Sales Order ID)> Subtotal: <SUM(Subtotal)>
HELP! Any idea why this is not showing?? Per the visual, you can see there is plenty of room for subtotal to show up, so it's not the sizing. I removed everything from the label except the sum (subtotal) and it still didn't show up although it continued to appear in the preview.
SAP HANA connection from Tableau Desktop(MAC Silicon) doesnt work
I am trying to connect to a SAP HANA system using Tableau Desktop - but I get the following message after entering the properties of the connection.
An error occurred while communicating with the SAP HANA data source 'Untitled Data Source'
Bad Connection: Tableau could not connect to the data source.
Error Code: DACBE23F
The JDBC driver host process failed to respond.
Unable to connect to the SAP HANA server "....". Check that the server is running and that you have access privileges to the requested database.
I can connect from tableau prep(and other db tools) without any hassel. Now I tried to download and replace the driver for SAP HANA and then restarting the Tableau Desktop but still it doesn't work(it still works from Tableau Prep).
I tried to setup a generic JDBC connection as a workaround to the same server - that responds with the following message:
Is it possible to combine two seperate bar charts into one worksheet?
Hey,
I was wondering if it's possible to add the 2024 bar chart into the bar chart on the right. Basically I want those two bar charts to be on the same axis. If that makes sense.
Using CONTAINS in calc field to correctly show results for a specific substring
Hi all,
I am tyring to filter in an instance where an Job Number will have multiple Status values against it (all whole integers). One of the Status values will be '8'. I only want to see Job Numbers which do not have a Status value of '8' included. I've tried using CONTAINS but couldnt get it to work. In the attached example, I would only need to see Job Number 43051 as a result. I dont need to see Job Numbers 48380 or 49352 as they DO contain the Status value of '8'.
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