It would be very helpful to understand the setup of your view. Would you be able to share a packaged workbook or at least a screenshot?
Thank you! Can you attach a screenshot? I am at a customer site and I am not allowed to install new software on the laptop they have provided. We are using 8.0. Thanks!
You can flip your axes by utilizing the "swap" icon in your toolbar (this is what Prashant did, I believe)
--And you can hide the 29th if you want, by simply right clicking on that data and choosing "Hide":
After flipping axes, Before hiding:
Click on photos to view a larger version. I hope this helps.
Hi Matthew - When I enlarge the file, it is blurry and I can't see what you
did. Can you re-send so it is already enlarged?
On Mon, Dec 2, 2013 at 10:13 AM, Matthew Lutton <
That should not happen--try another browser. Clicking on any of the photos I posted brings up a crystal clear full size view of the photos in the most recent version of Internet Explorer.
Plus, all I did was hit the "swap" icon on the toolbar and hide the date of the 29th from the view.
Thanks Matthew - my laptop at the customer site is wonky...security reasons
wouldn't let me open it in IE so I was using Chrome, but that is where I
ran into the blur issue. At any rate, I'm looking at it on my iphone
I still don't think this is what I need. I want the 2 dates as columns and
then a 3rd column as the % diff between the two dates. There can be
multiple rows representing multiple measures (i.e, sales, profit). It is
easy to do in excel where I would insert a percent diff calc on the next
column and reference the cells on the previous 2 columns...and then repeat
down the column.
12/29 12/30 % Diff
Sales $100 $150 50%
Profit $50 $75 50%
On Mon, Dec 2, 2013 at 10:28 AM, Matthew Lutton <
No problem. My response was really meant to clarify for you what Prashant had set up, not necessarily to answer your original question. However, I think you will find that things that are "simple" in Excel are not always simple in Tableau--this does not make Tableau bad. Tableau is a completely different type of tool, and if the goal is to simply "replicate an Excel report", I'm not sure that is the best goal to have. Rather, why not find new ways to explore and visualize the data that you used to look at in an Excel report?
I don't see how you could place the Order Dates and a Calculated Field on the Columns shelf together--some work around would have to be created to create a view like the one you are requesting--one option might be to use separate sheets on a dashboard--displaying the date columns in one sheet, and the % differences in another. But that's a lot of work just to copy the format we are used to looking at in Excel. I would challenge you to think outside of Excel for this--and if you have people hounding you for this exact format, explain to them that Tableau is not the tool for this; Excel is!
The closest you are likely to get with just one sheet in use is pretty much what you already have:
There is nothing wrong with this view; the information you want is there, so why does it need to be in columns?
Anyway, my point is just that setting out to do what Excel already does well is usually a good way to get frustrated. What I provided gives you the information you wanted; its just not in an "Excel-like format".
Best of luck on whatever path you take!
Thanks so much for your help...I have presented the information in a few
different ways to the customer, but they still wanted to see if it was
possible to get the view they were used to seeing (some people just don't
like change :).
On Mon, Dec 2, 2013 at 11:24 AM, Matthew Lutton <
Here is the ONLY way I know of to do what you want--I had to explicitly define the two dates, and create a percent difference calculation (hand written, not a quick table calc) for the third column. This is limited in so many ways, though, and is really NOT what Tableau is all about (we shouldn't have to define dates like this to get the answer we want).
I hope this helps you gain a better understanding of how Tableau works. Cheers.
NOTE: This workbook is in 8.1, because that is the format you originally uploaded your example in. Screenshot below while you are limited to your phone:
thanks Matthew - totally agree with your assessment. I will present the
pros and cons of trying to emulate excel and advise them to use the other
approaches I presented.
On Mon, Dec 2, 2013 at 11:49 AM, Matthew Lutton <
Tricia: was there anything else you needed? If your answer has been answered, please remember to mark the question as answered in some way so other helpers know you have a solution. I believe you've been shown most of the ways to visualize this data, including the format you originally asked for. Cheers!