Rolling up values to a higher level for calculation

tableaucommunity@tableau.com — Tue, 10 Dec 2013 13:46:34 GMT

I'm having issues doing some analysis based on summed values.

I've got two tables in my database - PHASE, which tracks project phases, including BUDGETED_HOURS, and HOURS, which is where people track hours associated with that phase. So it's a many-to-one relationship.

Each phase also belongs to a higher level category (like DESIGN or PROTOTYPE).

I want to total the hours for a phase and compare it with BUDGETED_HOURS to figure out a percentage of phases that are over budget for each category. So pct of phases in the DESIGN category that are over budget, etc.

I have successfully created a table that has columns for Phase Type (category), Phase ID, Sum(Hours) for the Phase, Budget Hours for the Phase (using MAX(BUDGET_HOURS)) and on 'OVERBUDGET' calculated value which is either a 1 or a 0. All of this works.

See the attached pic for what it looks like.

When I try to take away the PHASE_ID column everything goes to pot. I understand that Tableau is adding up all the hours, finding the budget, etc, for all the rows within the Project Type, and no longer breaking it by Phase_ID. I've played with the table calcs to try to get it to reset accumulators based on Phase_ID, but I am baffled at how to make this work.

Any suggestions?

Overlaying spark charts

tableaucommunity@tableau.com — Fri, 01 Mar 2013 21:04:35 GMT

I've got a database table that records our daily sales. Two columns:

SalesDate

SalesDollars

I use this to generate a daily Dashboard report that shows a spark chart of our sales for the last 12 months. Works great, everyone loves it.

Someone requested that I overlay the last 12 months and the prior 12 months as two spark charts on the same graph, so we can see trends and seasonality. So for example, today's chart would show data from 3/1/2012 - 2/28/2013 and 3/1/2011 - 2/28/2012 overlaid on each other.

Ideally I'd like to be able to do three or more, as we have data back to 2009, but for now two lines will do.

So far I have been stumped at how to do this. Any suggestions?

Geoff

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Rolling up values to a higher level for calculation

Overlaying spark charts