2 Replies Latest reply on Jul 18, 2016 9:40 AM by Jonathan Drummey

    RAWSQL Functions ?

    Arun Yadav

      Hi

       

      Attached is a sample mockup with cell level formulae defined that we want to achieve using Tableau.

       

      The data sheet contains the base data and the RTI tab is the mock up to build. This view has two hierarchies – one across Region,location and Service center (Along Y-axis) and YTD/Quarter and Month(along X-Axis).

       

      The required functionality is not a typical drill-down/up as the calculations cannot be aggregated as you will see by highlighting the Region and Month level view (example is Cell O18 ) and

      The Region and Quarter level view(example is Cell U18).In fact along quarter level, all region/location/service center level cells have a typical non-aggregate calculation.

       

      Our question is – Is this possible by using any creativity in Tableau. We have a hard dependency on achieving this with Tableau rather than relying on storage layer calculations. The data source so far is excel and will likely be excel at least for the next quarter. In this scenario, even if some attempt is made to achieve this using a RawSql type calculation, will current version of Tableau(9.3) carry drivers

      To enable Rawsql calculations on top of excel? More importantly, given the complexity of the calculation, will the driver support complex SQl type queries – like inline query,self join,etc?)

       

      Regards,

      Arun

        • 1. Re: RAWSQL Functions ?
          Shawn Wallwork

          Russell Christopher you had your coffee yet? This looks like your cup of tea (or coffee).

          • 2. Re: RAWSQL Functions ?
            Jonathan Drummey

            a) asking questions about RawSQL before you have explored the capabilities of Tableau's built-in hierarchies, grand totals & subtotals, table calculations, and level of detail expressions is putting the cart before the horse. In any case, you can write extremely complicated SQL expressions inside RAWSQL, however you have to use the Legacy (MS JET) connector to get access to RAWSQL.

             

            b) The mockup you provided is trying to make Tableau behave like Excel or an old-school BI tool with lots of hierarchies and roll-ups. Tableau is designed more for interactive analysis with the data and trying to make Tableau behave like those other tools can be at times like putting a square peg into a round hole. My suggestion is to ask some questions such as "what are the business questions users are answering with this dashboard?" and "what is the next action users will take with what they learn from this dashboard?" and build to that. For example if the goal is to browse through to find the location with the most increase then build a view that shows that. You'll a) get a view that is easier to build in Tableau and b) have happier users.

             

            Jonathan