Ciara Brennan (Tableau)
Ramesh Dharmegowda (Member) asked a question.
The requirement is I want to see difference or comparison:
Jan 2021-Jan2020, Jan 2020-Jan 2019 and so on, Basically Monthly comparison from current year to same month of previous years. Attached is sample workbook
Best Answer
Hi @Ramesh Dharmegowda (Member)
If you always have a record for each month for your view (i.e. no gaps) then you can use LOOKUP to get the value 12 months ago for your calc:
SUM([Profit]) - LOOKUP(SUM([Profit]),-12)
The previous months need to be in the view (kind of) for this to work. So you'll note above that there is no change on label for the first 12 months. You can do the diff calc and then filter *after* that using another table calc.
E.g. if I use a standard dimension filter on the above, I'm still missing the first 12 months
Whereas if I filter on INDEX() > 12 or LOOKUP(MIN([Order Date]),0) > 1 Jan 2019...
I keep the change values:
This is due to Tabeau's order of operations where table calc filters are applied after table calc measures.
Let me know if this helps!
Ta, Steve
PS. If your data has gaps (i.e. some missing months) then you could scaffold your data to fill those gaps. https://www.flerlagetwins.com/2019/03/date-scaffold.html
Otherwise you're often into either pre-calculating the value like Sakura suggests. Or you need some pretty fiendish LOD expressions (LODs are often used when it's only current and previous year that you need to do, but when it's multiple years it gets more compex).
Amogh Shahane (Member) asked a question.
Hello,
My organization currently uses Tableau Cloud and we have few dashboards created there. However, there might be a need in near future to migrate the dashboards to Tableau CRM (CRM Analytics - Tableau component native to Salesforce).
We'd like to know if there exists a utility/app/tool which can migrate the dashboards from Tableau Cloud to Tableau CRM.
Any leads on this are greatly appreciated!
Thanks in advance!
Best,
Amogh
Best Answer
CRM Analytics is unrelated to Tableau except for the branding so I think all your work would need to be redone. Another option is to keep Tableau Cloud and install the Lightning Web Component so Salesforce users with Tableau licenses can access Tableau directly from within Salesforce.
https://www.tableau.com/products/viz-lightning-web-component-salesforce
Newbie, Tableau Desktop — Raquel Riemer (Member) asked a question.
I am not the Tableau designer so forgive me if I am saying this wrong.
Salesforce is our CRM, Snowflake is our Data Cloud and Tableau Desktop / Online/CRM Analytics is our visualization product.
We have a dashboard that is composed of multiple KPI cards that are built directly (very little querying) off of a custom Salesforce Object's fields. The Object is Event and the purpose of the data being displayed this way is for presentational purpose. Rather than someone creating a salesforce report or simply look at the fields on the page and misinterpret things.
Although we have other visualizations that are connected directly with a particular object's id (ie. a contact visualization that based on the record you are in you would see that particular contact's info), we are having an issue doing the same here. The viz is a bunch of KPI cards with some filters applying to the whole thing.
My analyst says it is related to not having tables, rather KPIS. How can we go about this? I tried adding the component on to the event page. and could not link it. Any ideas?
What else do you need to know..
未来 伊藤 (Member) asked a question.
環境:
Tableau Cloud 第一階層プロジェクト 閲覧権限
CRAM側のレシピ上から出力で第一階層のプロジェクトを選択し実行するが失敗
オブジェクトは商談で項目は3つの項目のみ
失敗時のエラー内容は下記になります(一部”xxxxx"と変更)
DataflowInstance xxxxxxxxxxxxxxxxxxxx Failed. Something went wrong while executing the RemoteOutput_g.dxxxxxxxxxxxxxxxxxxxxxxxxx node: [HyperException] Error generating hyper file : Unexpected Error occured trying to publish Error: Forbidden with code: 403007 (xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx)
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