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1. Re: How does my datasheet need to be configured to recreate this view?
Ken Flerlage Apr 7, 2018 3:17 PM (in response to lisa.brisenoalaimo)The ideal structure for your source data would be to have a row for each type and status. So you'd have columns for: Date, Type, Status, and then the total value. Having fields for the status (i.e. Open or Resolved) and the type (i.e. Ticket, Change, etc.) would prevent you from needing to do anything further to transform your data, but if you don't have those, then you have a couple of options.
With the current format, you'll first want to pivot your data in Tableau. Then, if the names of each of the columns are static (i.e. you won't be adding more columns), then you can use groups. Create one Group for Status and one Group for Type. Another option, particularly if there is some variance to the number of columns, is to use calculated fields. For example
Type
IF CONTAINS([Pivot Field Names], "Chg") THEN
"Change"
ELSEIF CONTAINS([Pivot Field Names], "Inc") THEN
"Incident"
ELSE
"Task"
END
Status
IF LEFT([Pivot Field Names],6)="Closed" THEN
"Resolved/Closed"
ELSE
"Opened"
END
The above assume you've already pivoted your data and that you've just kept the default field name for the pivoted columns.
I've attached a workbook that uses both options.
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Sample.twbx 26.3 KB
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2. Re: How does my datasheet need to be configured to recreate this view?
lisa.brisenoalaimo Apr 7, 2018 5:33 PM (in response to Ken Flerlage)Thanks. I ended up putting the data into columns. Not easy, but easier than fooling around with calculations right now. Thanks for the help.