I am using a US shootings database where the event is specified by 3 columns, state event occured, date, total casualties. I want to make a dashboard in Tableau that has dynamic sum and sorting where if the year column was a page that I could click through, the graphic would reflect the top ten states of sum(casualties) of that specified range. So my data ranges from 1924-2022, and if I started the page at 1980, it would graph the top 10 states with the sum of totals between 1924-1980. The next page could potentially be a different top 10 of states and would reflect the current top 10 states as the sum(casualties) from 1924-1981.
I hope this makes sense. I apologize if it does not as I am just starting out. I did attempt to sort the data in python by making a column for each year, and you could move horizontally along a state to see it's totals change as each year goes by. Would it be best to add these year columns as a group and sort by top 10 and year that way?
Edit:
Attempting to click through the year filter and dynamically sort the graph by top 10 states with total shootings from 1924-current year
Can you use SQL to query the database? If so, you can insert a date parameter in the query that replaces the use of pages to calculate the sum based on the earliest datapoint to the year you have selected and then just click show parameter. When you create the parameter make sure you set step size to one year and switch the parameter to slider. You can also create a state parameter that is based off that column of data and then use it to filter the data in SQL. However, you may need to use a calculated field or SQL case statements if you want to change the granularity from all the states to one selected state.
I hope this helps you. If you need more clarification, please comment and I will try to provide an example.
Related
I'm trying to set up a structure in a sheet that allows for a date value to be incrementally (monthly) increased from a given start date. However, I also want each month to be repeated x times before it moves on to the next month, which should then also be repeated x times before moving on, and so on, until a given end date.
I've created this sheet to exemplify my desired output.
In the Example tab, I have a list of names (Sales reps) which, in this case, correspond to the "x" I mentioned previously. This means that I would like each date value to be repeated the same number of times as there are sales reps, before moving on to the next month and repeating it again the same number of times as there are sales reps. This also means that, if I increase the number of sales reps at some point, that should also be reflected in the number of times that a month is repeated. Also, the start and end dates should match the values in D3 and D5.
In columns D and E in the Example tab, I just wrote the kind of behaviour I'm looking for in static values. Can anyone help me fill in the Desired solution tab with a formula that automatically achieves that? That would be much appreciated 🙏🏻😃
EDIT: THINGS TRIED SO FAR
I created a new tab called Undesired solution where I show a hacky workaround that I tried, but that I would like to keep away from. The main reason for that is that, if the number of sales rep was to change:
I would have to manually update the first few cells of column F
I would have to manually update the formula used from G5 onwards
Here's how it looks filled with an array formula. I'm using counta() to get the number of names and month() to get the difference between start and end date in months, then applying sequence with int and mod to get the index of the required date and name, finally applying edate and vlookup to get the actual date and name.
=ArrayFormula({edate(D3,int(sequence(COUNTA(B3:B)*(month(D5)-month(D3)+1),1,0)/COUNTA(B3:B))),
vlookup(mod(sequence(COUNTA(B3:B)*(month(D5)-month(D3)+1),1,0),COUNTA(B3:B)),{sequence(rows(B3:B),1,0),B3:B},2)})
I have raw data in Tableau that looks like:
Month,Total
2021-08,17
2021-09,34
2021-10,41
2021-11,26
2021-12,6
And by using the following calculation
RUNNING_SUM(
COUNTD(IF [Inserted At]>=[Parameters].[Start Date]
AND [Inserted At]<=[End Date]
THEN [Id] ELSE NULL END
))
/
LOOKUP(RUNNING_SUM(
COUNTD(IF [Inserted At]>=[Parameters].[Start Date]
AND [Inserted At]<=[End Date]
THEN [Id] ELSE NULL END
)),-1)*100-100
I get
Month,My_Calc
2021-08,NULL
2021-09,200
2021-10,80.4
2021-11,28.3
2021-12,5.1
And all I really want is 5.1 (last monthly value) as one big metric (% Month-Over-Month Growth).
How can I accomplish this?
I'm relatively new to Tableau and don't know how to use calculated fields in conjunction with the date groupings aspect to express I want to calculate month-over-month growth. I've tried the native year-over-year growth running total table calculation but that didn't end with the same result since I think my calculation method is different.
First a brief table calc intro, and then the answer at the end.
Most calculations in Tableau are actually performed by the data source (e.g. database server), and the results are then returned to Tableau (i.e. the client) for presentation. This separation of responsibilities allows high performance, even when facing very large data sets.
By contrast, table calculations operate on the table of query results that were returned from the server. They are executed late in the order of operations pipeline. That is why table calcs operate on aggregated data -- i.e. you have to ask for WINDOW_SUM(SUM([Sales)) and not WINDOW_SUM([Sales])
Table calcs give you an opportunity to make final passes of calculations over the query results returned from the data source before presentation to the user. You can for instance calculate a running total or make the visualization layout dynamically depend in part on the contents of the query results. This flexibility comes at a cost, the calculation is only one part of defining a table calc. You also have to specify how to apply the calculation to the table of summary results, known as partitioning and addressing. The Tableau on-line help has a useful definition of partitioning and addressing.
Essentially, table calcs are applied to blocks of summary data at a time, aka vectors or windows. Partitioning is how you tell Tableau how you wish to break up the summary query results into windows for purposes of applying your table calc. Addressing is how you specify the order in which you wish to traverse those partitions. Addressing is important for some table calcs, such as RUNNING_SUM, and unimportant for others, such as WINDOW_SUM.
Besides understanding partitioning and addressing very well, it is also helpful to learn about the functions INDEX(), SIZE(), FIRST(), LAST(), WINDOW_SUM(), LOOKUP() and (eventually) PREVIOUS_VALUE() to really understand table calcs. If you really understand them, you'll be able to implement all of these functions using just two of them as the fundamental ones.
Finally, to partially address your question:
You can use the boolean formula LAST() = 0 to tell if you are at the last value of your partition. If you use that formula as a filter, you can hide all the other values. You'll have to get partitioning and addressing specified correctly. You would essentially be fetching a batch of data from your server, using it in calculations on the client side, but only displaying part of it. This can be a bit brittle depending on which fields are on which shelves, but it can work.
Normally, it is more efficient to use a calculation that can be performed server-side, such as LOD calc, if that allows you to avoid fetching data only for client side calculations. But if the data is already fetched for another purpose, or if the calculation requires table calc features, such as the ability to depend on the order of the values, then table calcs are a good tool.
However you do it, the % month-to-month change from 2021.11 (a value of 26) to the value for 2021.12 (a value of 6) is not 5.1%.
It's (( 6 - 26 ) / 26) * 100 = -76.9 %
OK, starting from scratch, this works for me: ( I don't know how to get exactly the table format I want without using ShowMe and Flip, but it works. Anyone else? )
drag Date to rows, change it to combined Month(Date)
drag sales to column shelf
in showme select TEXT-TABLES
flip rows for columns using tool bar
that gets a table like the one you show above
Drag Sales to color (This is a trick to simply hold it for a minute ),
click the down-arrow on the new SALES pill in the mark card,
select "Add a table calculation",
select Running Total, of SUM, compute using Table(down), but don't close this popup window yet.
click Add Secondary Calculation checkbox at the bottom
select Percent Different From
compute using table down
relative to Previous
Accept your work by closing the popup (x).
NOW, change the new pill in the mark card from color to text
you can see the 5.1% at the bottom. Almost done.
Reformat again by clicking table in ShowMe
and flipping axes.
click the sales column header and hide it
create a new calculated field
label 'rows-from-bottom'
formula = last()
close the popup
drag the new pill rows-from-bottom to the filters shelf
select range 0 to 0
close the popup.
Done.
For the next two weeks you can see the finished workbook here
https://public.tableau.com/app/profile/wade.schuette/viz/month-to-month/hiderows?publish=yes
I am struggling to find the right formula for my table. I have a database that I want to filter per date and get the total of each product on a different page.
As I need to prepare these products per day I would like to avoid counting every product by hand.
I have this formula =SUMIF(E40:E52,"Reese - box of 4*",D40:D52)that work without filter.
How can I do this function with filter?
image
My second question is about when an order as more than one product.Like here, we have a box of 4 that contains the product behind.
image
How can I get a count of the total number of each product, applying the filter option as well?
Thanks a lot for your help!
Imagine a list on the left filled with employees going down the spreadsheet and headers across the top based categorized on infractions that an employee might violate. this sheet is connected to another sheet which adds a one every time a form is submitted against the employee adding up for the quarter. So employee john smith has across his row would show a 0 if he never committed this infraction and add a 1 to the column each time he did so a row might look like this. John Smith 0 4 5 0 1
The goal is to show the experts name and infraction with how many times this infraction took place removing the infractions that he did not commit so ideally it would look like John Smith 4 5 1 and the header of each number would show what he did.
The goal is to make it much easier to see who did what essentially. There will be over 100 employees and alot of 0's so optically it would look better to distill in order to quickly identify who did what and how many times.
Any ideas?
V lookups and important ranges based on if this is greater than 0 is tedious and does not exactly pull what we want. Essentially omitting the 0s and just showing what an employee has done rather than what they have not done is the goal. All index and match formulas do not seem to specifically answer this problem
simple Index V lookups and matching formulas have been tried
Not able to reflect all three variables (employee/frequency/infraction) while not showing on a master list the people who did not commit the offense
There's a few ways you could set this up. I would set this up so it
Column A = Employee
Column B = Infraction
Column C = 1
Column D = Date
That way you can do a pivot summary and have the employees, with their infractions below their name and the months/years they occurred. Also you can adjust this table as necessary, such as filter by the employee name or by date or by infraction.
The added benefit is you could create a chart with all of these as filters, like cutoff a date range or pick an employee or infraction and it can show a bar graph of all the infractions by month or something like that.
I would agree that listing your data of infractions line by line (as they happen) and using a pivot table would probably be the easiest.
You could also use the AGGREGATE function to pull from a large database as well. This way you could type in an employees name, and a list of all infractions would pop up next to the name (or wherever you would want it) with as much detail as you would like. This way is more complex, but using both a pivot table and the AGGREGATE function might get you the best of both worlds (you could searching infraction types, dates, employees, employee types, and get all the details in the world if wanted).
Hope this helps!
JW
I have two tables in PowerBI and a slicer, presented below in an abstracted way.
I want to know the number of orders placed for a customer in a given date range. This data is a sample for illustration - there are actually around 10,000 Customers and 500,000 Orders and both tables have many other fields, Ids etc.
My challenge -
Whilst this is easy enough do by relating the tables and doing a count, the difficulty comes in when I still want to see customers with 0 orders and on top of that I want this to work within a date range. In other words, instead of the customers with no orders disappearing form the list, I want them to appear in the list, but with a 0 value, depending on the date range. It would also be good if this could act as a measure, so I can see the number of total customers that have not ordered on a month by month basis. I have tried outer joins, merge queries, cross joins and lookups and cant seem to crack it.
Example 1: If I set the order date slicer to be: 02/01/2017 to 01/01/2018 I want the following results
Example 2: If I set the order date slicer to be: 03/01/2017 to 06/01/2017 I want the following results
Any help appreciated!
Thanks
This is entirely possible with a Measure. When you're using the Order field to count the rows for each customer, you're essential doing a COUNTROWS() function.
With your relationship still active, we can Prefix this in a measure to check for the blanks, and in those cases, return 0. something like this would work
Measure = IF(ISBLANK(COUNTROWS(Orders)),0,COUNTROWS(Orders))
In this case, 'Orders' is the table containing the Order and Order Date fields