After seeing basic Calendar examples in Tableau, I got an idea of coming up with a new and elegant calendar design (1-month and the 12-month) for 2018. In addition to year, month and weekday, it also displays the Quarter.
1. Creating the Data Source - It is a simple Excel spreadsheet with only 2 fields - ID and Date (Jan 1 - Dec 31)
The screenshot below only shows 4 rows of data but we will need 365 rows (for all the days in 2018).
Drag the 2 columns after selecting the 1st and 2nd rows till you reach row 366 which would have an ID value of
365 and a Date of 12/31/2018. Save it as Data and open it with Tableau 2018.2. You are now ready to begin.
2. Connecting to the Data Source - You should see a blank screen with just 2 dimensions (ID & Date).
3. Calculated fields - Using only the Date dimension, create the following calculated fields shown below:
All of the above calculated fields are fairly straight forward with the exception of the last one i.e. 'Week No'
It is used to calculate the week for a given month, that any given day of that month would fall under.
The default settings in Tableau gives Sunday a 'Weekday No' value of 1, Monday 2 ..... and finally Saturday 7.
The first day (week start) can be changed in the date properties section shown below but for now we go along
with the default settings.
4. For a 1-month Calendar design - Simply replicate the view shown below by placing the calculated fields
(dimensions) in the appropriate shelves along with the filters (remember to hide field labels). In the example
below we have added the Date filter and set the Month to 'November'.
Then Place this worksheet along with the filter on a dashboard. Do a bit of formatting to arrive at the design
shown below or create your own.
5. For a 12-month Calendar design - This will require dividing the 12 months into 3 vertical rows or Groups,
each consisting of 4 months (as shown in the diagram below).
In order to achieve the above, we need to create a new calculated field called 'Group' using the formula below:
Create a Worksheet called "Group 1" and replicate the view shown below by placing the calculated fields
(dimensions) in the appropriate shelves (hide the filed labels). In the diagram below, filter for "Gr 1"
and unhide the Quarter field header.
Similarly create worksheets for Groups 2 & 3 as shown below and make sure to hide the 'Quarter' field header.
Now place the above 3 worksheets as floating objects (equally sized) and try to fit it within the dashboard
area. You may need to adjust the font size of the days and numbers. Lastly with a bit of formatting you can
arrive at the dashboard design shown below or modify it to make something more appealing.
Hope the above explanation was helpful and concise as this was my first time. Please feel free to leave me any
feedback, suggestions or even corrections that you come across. Also note that the data source (Excel) along
with the packaged workbook (twbx file) are also enclosed and can be downloaded at your convenience.
Once you have a fairly good understanding of the calculations used in the above visual, you can create newer
ones and add your own customization. Add new features. Eg:- make it for a decade or century instead of just one
year (2018). Or even added colored pictures for each month along with colored markers for weekends and
holidays for different geographical locations (Countries).
I recently published a colorful "21st Century Universal Calendar" (2001 AD to 2100 AD) in Tableau Public and
the URL is given below:
Also here are a couple of Screenshots.
With this "I have taken my first step into a much larger world" - Obi Wan Kenobi (A NEW HOPE). Based on user
feedback, suggestions and likes, I plan to add more visuals covering diverse topics. Toodeloo / Bye / Ciao !
"The journey of a thousand miles begins with a single step" - Laozi (Tao Te Ching)
Added a new data file (5 years data). When updating the workbook, the additional field "Year" should be placed in the filter shelf.