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1. Re: Excel and Tableau
Try copying the values from the results of your pivot table /vlookup to a new worksheet . That has worked for me.
Jenni Davila
Senior Data Analyst, Enterprise Technology Operations
Drexel University Online
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2. Re: Excel and Tableau
Jim Dehner
Sep 26, 2018 5:08 AM
Good morning
the short answer is yes - understand that excel and Tableau are fundamentally different - excel is cell based where Tableau is data base driven - the excel vlookup works on 2 tables - matching a cell value on one table to a row value in a column of data in a second table then selects a cell value in that same row - you then copy the formula down the entire column - the result is a new column of data in the first table
in its simplest form the way that is accomplished in Tableau (or any other d/b driven system like Access) is create a Join between the 2 tables on the dimension (think column of data in excel) that is common between the tables - the result is the addition of a column (or more than one) in the Tableau data file
Creating a pivot in Tableau is a fundamental capability - just drag the dimensions that you want to the rows and columns - add filters to the filter shelf and place the measures (values) on the canvas
suggest you look into the tableau on-line training at Tableau Training: View Training Courses for detailed instructions
Jim
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3. Re: Excel and Tableau
Thx Jim,
I really appreciate your kind response and details explanations. Even though i have some little knowledge about Tableau and still went ahead to follow the steps that you mentioned. But i couldn't get my work resolved. The issue is that i have a spread sheet with pivot table that has a diagram to explain it, and my job is to write a conditional formatting calculated field like:
if month =1,2,3,4,5,6,7,8 and NB =0,1,2,3,4,5,6,7
then[count of NB =0 / total count of NB] x 100
[count of NB =1 / total count of NB] x 100
[count of NB =2 / total count of NB] x 100
I was hoping this will give me a percentage when i drop it on the column in tableau, but hence it was an error.
I really appreciate if you can figure this out for me
thanks
Larry
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4. Re: Excel and Tableau
Hi Jenni,
thanks for responding to my problem, but it was not as easy as the way you just explained it. if i have something like this below as my calculated field, how can i figure this out?
if month =1,2,3,4,5,6,7,8 and NB =0,1,2,3,4,5,6,7
then[count of NB =0 / total count of NB] x 100
[count of NB =1 / total count of NB] x 100
[count of NB =2 / total count of NB] x 100
thanks
Larry
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5. Re: Excel and Tableau
Jim Dehner
Sep 28, 2018 1:19 PM
if you post your twbx work book with the data included I will look at it
Jim
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