hummm sorry about that, I thought my excel spreadsheet was attached. Pretty simple table in 2D, item listed with dates assigned to them to track progress. I wonder how to use that info into Tableau to build my 2 viz.
dashboard_action.xlsx 9.9 KB
For my second graphs, this is what I was looking for!!! Let's push it a little bit further. If I want to add another date (let say updated due date), I know have another variable to add and wonder if this can be added like before with a bar. This view is very good and let me sort and use as a filter on a details view.
What about the first view. The challenge resides in the status changing based on the date being entered. I believe I need to reformat the data and add the status per item for each date I want to track, but that will add me so many rows in my database that I wonder if there is another way to do it!
Any idea will help get me going
Thanks for the help,
I think I could make some progress on your #1 request:
Starting with your dataset, I created a calculated field Nb of actions (COUNTD([Description] ).
I had a problem then to find the countd function, see
I made a line graph, separating series by status, and making a cumulated analysis.
Here is the result, I also attach the workboook.
JF.twbx.zip 19.4 KB
Here's the solution for the first graphs. If you want to track items using multiple dates and phases, it is possible using a custom SQL query.
Here's what you need to do:
1) Add a new sheet to your excel spreadsheets with a list of dates you want to trace on your X axis (in my case, I've added 1 new sheet with 1 column with dates from 2013-01-01 to 2013-12-31).
2) Connect to your source using the following custom SQL query (you need to add your own table name and header):
FROM [YOURTABLE], [DATE LIST]
WHERE [DATE LIST].[Date] >= [YOURTABLE].[Date when the ticket is open (first date in your process)]
AND [DATE LIST].[Date] <= DATE()
3) Add a calculated field that will calculate the status at each date
If [Date]>=[Date 4] then "Status 4"
ElseIf [Date]>=[Date 3] then "Status 3"
ElseIf [Date]>=[Date 2] then "Status 2"
ElseIf [Date]>=[Date 1] then "Status 1"
4) Add the DATE on your X axis, COUNTD(ticke id) on the Y axis and add your new calculated field on the color. Trace that as an aera and you're done!
Be careful, your custom SQL query generates LOTS OF DATA as it takes each items and add one line per date that you have!
Thanks to Joe Mako for finding this solution.
actions.zip 24.1 KB