{FIXED} calculated field ignoring filter - tableau-desktop

I'd like to create 2 calculated fields which are summarizing data. I want them to ignore date filter. I tried like 20 different things and accomplished nothing.
My goal
Tableau workbook

Related

Advanced filter/configurator based on dataset

I would like help with a problem, or rather a challenge in Excel and/or Google Sheets.
What we want to develop is as follows:
We have a table of products and certain attributes. Now we want to create a kind of search function based on this table.
Example:
Let me give a simple example. Suppose you have as a product an apple, a banana and an orange. The characteristics associated with these are size, color country of origin. We then want a search function, where you indicate one or more preferences, i.e. size, color and/or country of origin and that based on those criteria, all products that meet these criteria are displayed.
So if you specify oblong as the size and do not specify any other criteria, it only shows "Banana. If the banana and the orange have Holland as their country of origin and you only give Holland as the criteria country of origin, it will show 'Banana' and 'Orange'. If you say country of origin Netherlands and format oblong, it again shows only 'Banana'
See below an image of our document and how we would like this to look approximately.
Currently, there is no existing formula, because we simply do not know if this can be done and how best to do it.
The document can be accessed at:
A copy of our document with sample data:
Document
ADDITION:
Hi, Unfortunately I still am not able to get it to work. I am not really a hero in coding/functions. I created a bit more of a clear view in my file and also set the language of my sample file to english. You can find it here: Sample
What I actually need is just that it shows the data on 'Datasheet' if conditions on the left (parameters/value) are met, but only if they are filled. Probably easy one for you, hard to me haha Could you help me out once more? –
Your question is very generic, I will try provide here some guidelines on how to achieve it in Excel or Google Sheet based on my own experience. The approach used for Excel can be used for Google Spreadsheet, since it is based on FILTER function that both tools have but with different signature. For Google Spreadsheet you can also use QUERY that is very powerful for situation like this.
In all cases, it is a good practice to have a sheet with the input raw data (let's say Input tab), then in second sheet the working data of filtered data (let's say WorkData). This is specially relevant when the raw data is big dataset, so you don't touch the original data set, and instead you have the filtered data in a separated tab.
Both tools offer filter features in the UI or slice. This is something to consider, but using Excel/Google Spreadsheet functions, you can show the filter parameters in a more friendly manner, because you can see the parameters selected without additional click to find what filter values where selected. The approach here is based on Excel/Google Spreadsheet functions.
Excel
Let's say you have a block of filter conditions that you want to apply to a range of data. You can use data validation list so you can select a subset of possible values for each of the filter conditions and then to concatenate such conditions logically (OR or AND) using multiplication of addition.
=FILTER(dataset, condition1 * condition2...conditionN)
where each condition is based on the filter value you want to restrict and each condition represents an array of {TRUE,FALSE} values all of them of the same size as dataset (number of rows).
I use some wildcard values to represent all values of the column, in my case I use ALL, but you can setup in a different way. In such case the filter doesn't take effect, but we want to make it work when a specific value is selected. The following trick can be used for both scenarios.
IF(B3="ALL", D3:D15<>"*",D3:D15=B3)
indicating that if B3 is equal to ALL, then the condition to select all of the D3:D15 rows is the following: <>"*". Otherwise select only the rows equals to B3.
Sometimes I would like to consider OR conditions for a given filter condition, for example for a given filter condition, consider value1 or value2 and it is represented in the filter value as a list of values delimited by comma, for example: value1, value2.
Here, some Stack Overflow questions I posted with answers about how to deal with that:
Filter an excel range based on multiple dynamic filter conditions
Filter an excel range based on multiple dynamic filter conditions (with column values delimited)
Google Spreadsheet
The FILTER function here, allows to add the filter conditions via input arguments, so now we have:
=FILTER(dataset, condition1, condition2...,conditionN)
Note: Keep in mind in Google Spreadsheet we don't need to add the conditions by multiplying each one of them. It is added via input argument.
here you can check some of question I posted related to this topic:
Using ARRAYFORMULA with SUMIF for multiple conditions combined with a wildcard to select all values for a given condition
Using ARRAYFORMULA with SUMIF for multiple conditions combined with conditions using a wildcard. Result by Months
In some cases it is better to use QUERY function.
Here, a sample file using QUERY statement and how to combine multiple conditions inserting IF in the where statement.
sample query on C1 cell:
=query('Jira Issues'!$A:$T, "where "
& IF(B2="", "G is not Null", "G >= date '"
& TEXT(startPeriod,"yyyy-mm-dd")&"'")
& IF(B3="", "", " and G <= date '"
& TEXT(endPeriod,"yyyy-mm-dd")&"'")
& IF(OR(B4="ALL",B4=""), "", " and A='"&B4&"'")
& IF(OR(B5="ALL",B5=""), "", " and I='"&B5&"'")
& " label A 'Team', S 'Reporter', T 'Assignee',
P 'Env.', I 'Release'",1)
The raw data is in Jira Issues tab, the data populated is based on multiple filter conditions. I am using some name ranges for the filter values for a better understanding of the formula, such as: startPeriod, endPeriod, etc. You can test the actual query will be invoked looking at the result of the consolidated string of the query input argument of QUERY function.
Similarly you can stablish a where statement to consider whether the input parameter is empty or not. In such case, you can build a logic like this inserting an IF block as part of the where statement and concatenate the string result.
=QUERY(Input!A:Y,
"select *" & " where A " & IF(B2="", "<>'*'", "='"&B2&"'")
"and " & " where B " & IF(B3="", "<>'*'", "='"&B3&"'")
,1)
The above query for column A or B, returns the entire column via condition: "<>'*'" if the input parameter B2 or B3 were not specified. In a similar way you can add additional conditions for more parameters, repeating the third line of the query and changing the column and the parameter cell.
Recommendations
Focus on a specific tool: Excel or Google Spreadsheet, even they have some similarities, you need to get familiar with the specifics of each one of them.
Try to start working on your specific problem, once you face impediments, do some research, usually you are not the first person facing this problem, if you don't find a solution, then post your specific problem using a sample as an extract of your real problem (in English, your sample is in other language). Generic questions like this one are difficult to get some attention.

Is it possible to apply a filter to a specific sheet based on a parameter?

I have 6+ sheets on my dashboard and I want to be able to filter/search a value, but only apply it to the sheet I selected.
Further explanation:
I have a parameter list w/ the following values: Sheet1, Sheet2, Sheet3
Based on this parameter, I have a calculated field that outputs the values from Sheet1 if Sheet1 was selected, and so on.
If parameter is Sheet1, then I want to filter/search only in Sheet1. If it's Sheet2, I want to filter/search on Sheet2 only.
Is this possible on Tableau Desktop?
I'm not able to provide a workbook, apologies in advance.
Hello datascientistwannabe,
Don't worry about the workbook, its not needed and besides, if you were to share something, always best to use Superstore.
Yes, the great thing about Tableau is that you can be really specific about how interactions affect different vizzes. You have the choice of defining filtering from the actions menu by decided which sheets shall be targeted, and for greater granularity, you can even determine which fields are affected rather than all fields.
Also, you could tie calculations to parameters so as a parameter is updated, so too is the calculation, and then you can simply use the calculation.
Or, if you really want control, how about using different data sets for your visuals, controlling them by parameter, and then using Set Parameter actions, to populate parameters using data from a different source.
Steve

Adding calculated fields to Google-Sheets form results

I'm taking data with a Google Spreadsheet form.
But for grouping puproses I want to add a column in the result-table with the weeknumber.
I also want a calculated field in my result-table.
Is this even possible? And what is the best way to accomplish this?
edit: hope this works.
this is the spreadsheet generated (and filled) by the form. Not the real one, just an example one.
https://docs.google.com/spreadsheets/d/1WXqNiP9EIx3lA0ND1ysFitfN9QVEGVXY2SI5cHF57oA/edit?usp=sharing
As said, I would like to be able to add a weeknumber field, and get a calculated field (total (Amount * Price))
The Calculated field can propabably be achieved with a query on a second Sheet. But I can't use a 'Weeknum()' in a query and group by it.
For the week number, paste in the first cell of the column of your choice (e.g. E2):
=arrayformula(WEEKNUM(A2:A))
For the calculated product field, e.g. in F2:
=ARRAYFORMULA(C2:C*D2:D)
The results of the array formulas will automatically update when new form responses come into the spreadsheet.

How to apply arrayformula to a series of columns

I'm trying to make a spreadsheet to track membership for an organization.
Basically my design is an input sheet with columns of names associated with expiration dates, then another sheet that collects all the unique names and all of their associated expiration dates, and then one last sheet that filters the names into only those with expiration dates in the future.
I am able to collect all the unique names into one column using an arrayformula, but I am stuck trying to do a lookup operation of some kind that, for each name, will look for the name in each column and if it appears then it will add the associated expiration date to it's list (and otherwise add a blank cell, and then I can filter out the blank cells).
Is there a way to use vlookup or anything else in an arrayformula to do a series of operations for all columns in a range? Also, I want to use arrayformula because I want the formula to be infinite so the spreadsheet can keep growing. I've tried using
=ARRAYFORMULA(IF(ISERROR(VLOOKUP(A1:A,Sheet1!A2:200,1,FALSE)),,Sheet1!A1:1))
But vlookup, and anything else I tried like match, interprets Sheet1!A2:200 as a single range and performs a lookup only in the first column and does not do a separate lookup in each column.
For example, I might have this input on Sheet1
And want this result on another sheet
I suspect the combination of what you would really like and what is reasonably practical is a script but the following is an array formula, though would be cumbersome to extend and does require copying down (from B1):
=split(if(ISERROR(match(A1,Sheet1!A:A,0)),"",Sheet1!A$1)&"|"&if(ISERROR(match(A1,Sheet1!B:B,0)),"",Sheet1!B$1)&"|"&if(ISERROR(match(A1,Sheet1!C:C,0)),"",Sheet1!C$1),"|")
Assumes a unique list of names in ColumnA, such as created by:
=unique(QUERY({Sheet1!A2:A6;Sheet1!B2:B6;Sheet1!C2:C6},"where Col1 is not NULL"))
in A1.

How to go from individual date/time log to "timeline" graph?

I have essentially a log file in a Google Sheets. Columns are "Date/time", "user", "asset accessed", and there will be multiple entries for the same date, though usually not time.
I'd like to use the timeline graph to show user activity, but the graph requires an aggregate view with one date (no time) per row, with a numeric count in second col. Is there a way using functions within Google Sheets to generate an aggregate "view" of this data and pass this to the timeline graph?
Well, I guess you'll have to create an auxiliary sheet, or just some columns with the summarized values for you chart.
From your description, I'll assume you're using 3 columns (ABC). Let's use columns D, E and F with the following formulas:
=ArrayFormula(Trunc(A:A))
=Unique(D:D)
=ArrayFormula(CountIf(D:D;E:E))
Since date values are actually a number (qtt of days since the epoch), and hours are decimals, the Trunc formula gets rid of the "time" part and leaves only the date. Just format the cells (apparently numbers) as dates and you'll see. Then Unique and CountIf do the summarizing.
There's surely different ways of doing this, perhaps more "elegantly", in a single formula. But I think that in this way it's more easy to understand and learn from. Also, you'll probably need to adapt the ranges to your actual columns positions (I hope that's not a problem).

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