1 of 1 people found this helpful
To get any real insight we need to see a sample of your data - Packaged workbooks: when, why, how
Working with booleans is fine, you're just going to have to create some calculations within Tableau to actually aggregate those.
1 of 1 people found this helpful
Based on your graph, I'm guessing you are either in K-12 or higher ed? There are tons of higher ed tableau users, and a growing group of K-12 users. I work in K-12, and most of our data is boolean. It really isn't too tricky, it is just a question of learning how to aggregate it properly. Not really much different than doing the work in excel. You should look around in the Tableau communities, there are groups on here specifically for those industries, and some have local meetings every once and a while (usually Government/Education together). I know we have them in Texas, because I've been to them both in Houston and Austin/San Antonio. There are also tracks specifically for education at the national conference. Your Tableau representative may be able to put you in touch with some other local users. Ours is great!
Back to your question:
Say you have a list of students and know whether or not they participated in a sport. Just a list of ID's and a column of 1/0 or Y/N for participation. Calculation wise, working with 1/0 is a little less annoying than Y/N. So that's a first step. Converting your Y/N to 1/0. Not bad to do that just write a calculation that says 'If [Field] = 'Y' then 1 else 0 end', or some permutation of that.
Now, if you sum that 1/0 field. You'll have a count of students that participated in a sport. Or you can count the 1's. Either way works.
Then you can create a formula to calculate the percent. Something like sum([Field])/count([ID] or sum([Field])/sum([Number of Records]). Then format as a percent.
Hope this helps,
Catherine also in Texas
Thank you Tom!
Thank you Catherine!
I created the 1/0 items and I'm working with the raw counts first. I added info to the post with a packaged workbook. The SUM of the 1s is working for one of my measures, but not the other, which makes much less sense than if if didn't work at all. Do you have an idea?
Also, thank you for the tips about the Education and Local forums. That will be very helpful! I work at UT on research for K-12.
Thank you again for your help.
You noted: CS Req Met line is correct
However the data in your Tableau Report does not match the data you've just provided in that screenshot. Are you sure you're doing your comparison correctly?
With that being said, the problem is your joins. If I change your joins to this;
This is what I get:
The number still doesn't match your Excel number, but I don't believe your excel number is actually correct based on what I'm seeing here.
Regarding the joins - if you set up inner joins between each table / source, data is going to be eliminated if there's no matching record in the right table for the record being joined from the left. You should probably be using LEFT joins if this is not the behavior you want.
Additional problems with your joins,
In your Excel source file CSTX_Data_2016 on the 'School+Year' tab you have a field in CC called 'CSTEM HS'. I'm sure you're filtering on this then counting column CA 'CSTEM INT 1+ CS Course' i.e. it's 384 for School Year 2012.
Part of your problem is you aren't doing an apples to apples comparison. You're loading it into Tableau then applying a filter on the field 'Cstem Hs' on the 'CSTEM School' tab and those values aren't the same! Look at this:
So, it really boils down to a few things:
- Understand your joins
- Understand your fields and filters in order to make a true comparison between your source and Tableau.
It doesn't look like you're far off!
Oh, my, this is very helpful! Thank you for the time you took to write this out!
Thank you, thank you!