First, let me introduce myself as this is my first post on the Forum. I work in an organization that seeks to extract the most from its huge amount of data coming for different sources (we operate in the transportation industry). My job is to make this happen and that's why I'm here: I would like to share with you all my issues and gather enough knowledge to be able to later help others on similar topics.
So, I'm working with Tableau 8.2 and I am connecting to the unique data source that I have access to: the Cubes. Basically, we have more that 500 dimensions available but we restrained them to a few that are useful at first.
Here is a screenshot of what we have :
The idea is know to be able to:
_Compare current results against budget and against previous year.
_Drill down from Group Level to Local office
_Surf within our dimensions to identify discrepancies, best/worst performers and so on..
As I prepared the workbook, I encountered several issues which are:
_Delete a calculation column from a specific year
_Show only relevant values when filtered by division for a specific dimension
Here, when I filtered one division (Division 1 for instance) and that I selected to see our customers names, I had all the names of other divisions showing up although they had null values. I then filtered the GM to show non-null values but I'd like to avoid this filtering!
_Work out the Top N Customers for a sub-category (Division and Area)
When I drill-down and filter Top N Customers by GM, it calculates the top N Customers for all divisions and then only returns customers of the filtered division that are within this Top N.
_Work around the dates (very common issue with Microsoft Analysis Services).
I did try to use a precedent post technique (using Tableau – Designing and working with cubes in Tableau | Inspari blog) but it didn't work well as my GM is blurred by overlapping text:
I cannot use the DATEPARSE function and I think I'm getting pretty close to what I want here, so I'd like to know what you think about it. It seems that I have to set date attributes, but I know not where.
_Create a filter list of filters
Here, I would like to offer the option for any user to select on the dashboard a specific filtering set to drill down the data. For instance, I would like to: (1) filter by Area and Customers ; (2) filter by Area and Office ; (3) filter by Office and Customers and so on...
I encountered several Tableau failures while setting up the date dimension as "date" and then use it as filter. Here is the query in attachments as well as the Error details. I don't know why this is showing up, it doesn't do this when using another Cube.
All in all, I know that using Microsoft Analysis Services is not the best option, but it's the only one I have and I'd like to make it work.
If you have any questions, feel free to ask!
Thank you very much for your time!