
1. Re: Excel and Tableau
Jenni Davila Sep 25, 2018 5:04 PM (in response to olanrewaju oyeyinka)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

2. Re: Excel and Tableau
Jim Dehner Sep 26, 2018 5:08 AM (in response to olanrewaju oyeyinka)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 online training at Tableau Training: View Training Courses for detailed instructions
Jim
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3. Re: Excel and Tableau
olanrewaju oyeyinka Sep 28, 2018 1:15 PM (in response to Jim Dehner)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

4. Re: Excel and Tableau
olanrewaju oyeyinka Sep 28, 2018 1:17 PM (in response to Jenni Davila)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

5. Re: Excel and Tableau
Jim Dehner Sep 28, 2018 1:19 PM (in response to olanrewaju oyeyinka)if you post your twbx work book with the data included I will look at it
Jim

6. Re: Excel and Tableau
olanrewaju oyeyinka Oct 1, 2018 12:47 PM (in response to Jim Dehner)Thanks Jim,
How do i attach my workbook to you?
Thanks
Larry

7. Re: Excel and Tableau
Jim Dehner Oct 1, 2018 1:08 PM (in response to olanrewaju oyeyinka)see the link