Jeff, you need to do a bunch of things!
First, pivot your data on the Data Source tab. Select all of the columns with numerical values, right-click and pick Pivot.
Now you've got a nice tall table that Tableau can work with.
Next, select the Pivot Field Names column and pick "Split". This will get you 2 new columns. Rename one of the Months and the other Actual/Expected.
Now go back to Sheet 1. You need to create a Group on your Month column - you have Aug and August in there, and you want to treat them as the same thing. Right-click on Months and pick Create, then Group. Select the 2 you want to group, create the group, name it and you're done.
Now you should be able to create whatever pie charts you want, and use the Month column as a filter to let the users pick what they want to see.
Look at Sheet 2 to see one way you might do it.
PieCharttest.twbx 33.8 KB
awesome! Thanks for taking the time to set me straight.
Um, I'm not seeing the pivot option? I right-click on column name, or hit the drop-down arrow in top right by field name...I get same drop-down either way but it doesn't include 'pivot'. I looked at Tableau help for pivot that has nice screen shots, when I right click I only get 4 of the 6 available options shown on the Tableau help page.
I'll keep looking for pivot. Looks like that may help me on some other problems I've been trying to solve. have thought about making the data look more database like before connecting to it with Tableau, will be cool to be able to do that within Tableau.
In order to get “Pivot” you have to select MULTIPLE columns – make sure you’re doing that.
And good luck!
My real data has a bunch more numeric columns...so I went overboard selecting those for the pivot & Tableau didn't like it.
So I did the pivot & split - wow, awesome stuff!!!! I had seen no reference to that previously, must not be studying hard enough
Working on recreating the workbook you sent. I set the Mark to Pie chart, pull the Actual-Expected dimension to color, add sum of pivot field values as angle/color. I get a pie chart with 6 sections, makes sense.
I add months to columns shelf - and I have 6 circles (one actual, one expected) rather than three.
Can you tell where I'm going wrong? still working on it...
maybe I didn't split the data correctly. Using the data we shared in the worksheet, when I pull Actual/Expected dimension to mark card, I get a pie chart with 50% filled with 2 colors.
When I do same thing with my full data, I get a pie chart with 6 segments. I'll try the pivot/split thing again to see if I messed it up the first time.
I notice also in the summary field on the right of the page, mine has Actual-Expected with the 6 columns listed; the shared one that you made the pie chart has SUM(Pivot field values).
IN your shared data set, you have 6 columns:
Jun-Actual, July-Actual, Aug-Acutal
Jun-Expected, July-Expected, August-Expected
We need to turn JUST THOSE COLUMNS into rows in the data set.
What are the corresponding columns in your real data set, and how many are there?