Thursday, 2 February 2017

Toggling/Popping Dashboard

Description: -

          Toggling Dashboard will display the sheets in the Dashboard  on Demand Dynamically Depnding on the Selection of the User by hiding the remaining sheets .

Procedure: -
STEP1: -
To connect to Datasource File, click on “More” option in the “Connect”. Connect to “Superstore Sales.tde” datasource file which is available in “Archive” folder of “Datasources Folder” in “My Tableau Repository Folder”.
STEP2: -
Create a Sheet with name “Category_OQ”. Drag the Category from Dimension Tab and drop it into “Rows Shelf”
STEP3: -
Drag the Order Quantity field from “Measures Tab” and Drop it into Columns Shelf and colour the visualization with Category by dragging and dropping it into color marks card 

STEP4: -
Create second New sheet with name “Year_Total.Sales”. Drag the “Order Date” field from “Dimension Tab” and drop it into Columns shelf and Drag “Sales from “Measure Tab” and drop it into Rows Shelf 

STEP5: -
Create third new sheet with name “Country_Profit”. Double Click on the “country” field in the Dimension tab and Drag “Profit” field from measure tab and drop it into color marks card. Drag and drop “Sales” and “country” fields and drop into the “Text” of the marks card.
STEP6: -
Create a Parameter with name “Sheet Selector” of type “String” with allowable value as list. In the list take “Bar, Line, Map, All” and click “ok” 

STEP7: -
Go to Analysis Tab in the menu bar and click on “Create Calculated Field” with name “Sheet”. Drag the Sheet Selector Parameter and drop it into the Calculated field.
STEP8: -
Drag the Sheet Calculated field and drop it into the filter shelf of the Category_OQ worksheet and in the Filter options, select “Custom Value List” and enter “Bar, All” and click “ok” 

STEP 9: -
Similarly, for Year_Total.Sales sheet and Country_Profit sheet add the “sheet” calculated field into the filter shelf with “Custom list” containing “Line, All” and “Map, All” respectively.
Right click on the Sheet Selector Parameter and click on show “parameter control”. 
                                                                                            Custom Value list for 2nd and 3rd sheets.

STEP 10: -
Create a New Dashboard. In the Menu bar, select “Dashboard” and then click on “New Dashboard”. Drag the vertical container in the titled mode. Drag the Category_OQ sheet and drop it into the container 
                                                                                                              Creating Dashboard.

STEP 11: -
In the Fig.10, we can observe “Line space” at the bottom of the Category_OQ chart. Drag the “Year_Total.Sales” and drop it into that cross line space of the container as shown in fig 11. Similarly Drag “Country_Profit” and drag it into the empty line of the container.

                                                           Dragging the Other sheets into Cross lined Empty area as above.
STEP 12: -
Show the parameter, select "all" Value,Tableau will displays all the sheets.

Select any one value in the parameter (Bar,Line etc),Tableau will display only that sheet by hiding the remaining sheets as below which is known as TOGGLING technique.

Thanks Guru's,

Tuesday, 24 January 2017

Displaying No Data Alert in Dashboard


            This Dashboard displays “NO DATA!!” alert

When an User selects or Filters the data and there is no data to that particular selection then an alert should be displayed in place of empty sheet in Dashboard

STEP1: -
Connect to the Superstore.tde

STEP2: -
Create a sheet which contain “Segment wise total sales” view. Drag Segment from dimension tab and drop into column shelf. Similarly drag the sales field from measure tab and drop into the row shelf.

STEP3: -
Apply Quick Filter by right click on Segment field in the column shelf and select “Show Filter”

STEP4: -
Create another sheet with name “Category sales”. Drag the “category” and drop it into column shelf and drag the “sales” and drop into row shelf. Apply quick filter on category by right click on “Category” field and select the “show filter” option. Then the category field adds to the filter shelf

STEP5: -
Create another sheets similarly to category sales sheet with name “Region sales”. Drag the “Region” and drop it into column shelf and drag the “sales” and drop into row shelf. Apply quick filter on region 

STEP6: -
Create a Dashboard containing these three sheets. In the Dashboard, Drag the “horizontal” container, from “objects”, for twice and place them side by side. Drag the “vertical” container and place them below the horizontal container in “Titled” mode 

STEP7: -
Drag the “Text” from the “objects” in floating mode and place it in the three containers and in the edit window, enter the text as “NO DATA!!” and click “ok”
Now fit the text box size to the size of the containers

                          After adding text to the container.

STEP8: -
Drag the three sheets and place on top of these text boxes in floating mode and arrange the filters drop box in container

In the Filter unselect “All” option ,then “No data” will be displayed as shown below.

Thanks Gurus,

Friday, 16 September 2016

Iris Chart in Tableau

Create an iris chart segmented by Year showing distribution of SUM(Sales) and SUM(Profit) for each user in superstore.

What advantage does this chart provide over Scatterplot and bubble chart?

What is an Iris Chart?.
Iridology, and Iridology charts, have been developed over the past 300 years, primarily by medical doctors in Europe and Russia, who had the opportunity in hospital and clinical settings to view thousands of irises of patients with similar conditions. 
Almost all early Iridology Charts were developed independently from one another; thus their similarities are more worthy of consideration, than their differences.
Sample Iris Chart looks as below:


1.Drag OrderDate into Columns,Sales into Size,Profit into Color and CustomerID into Detail.

2.Create the Following 2 Calculated Fields,Which are basis of iris.It is going to  Distribute Required Measure values in the form of iris using X,Y-Axis.

3.Drag X-Axis to Columns and Y-Axis to Rows.Select Entire View.

4.For both the  X-axis  and the Y-axis , click the drop down> compute using > Customer ID.

5.Change Mark Type to Circle.
6.Sort the Customer ID in the descending Order of Profits.

7.On the X-axis and Y-axis pills, click the drop down > deselect “Show Header".
8.Right-click the center of the view > format…

9.On the lines section, select “None” for gridlines and for zero lines.

10.Final Chart looks as below:


What advantage does this chart provide over Scatterplot and bubble chart?

Scatter plots make it difficult to distinguish between marks with values close to zero because they get mashed together.

Packed bubble charts have little structure to them and we cannot fully control the circle packing to it.

Thanks Guru's,

Friday, 29 July 2016

Conditional Bump Chart in Tableau

On Bettings data(Click to Download):-
Create below bump chart of SUM(Daily amount bet) over continuous month of Bet date segmented by User group and Gender that meets the following conditions:
·         If the current month is greater than the same month of the previous year, add 1.
·         If the current month is greater than the previous month, add 2.
·         If the current month is less than the same month of the previous year, subtract 1.
·         If the current month is less than the previous month, subtract 2.

Drag Daily amount bet onto the rows shelf.  Drag Gender onto the columns shelf.  Drag User group onto the rows shelf and onto color.

Right-click drag Bet date onto the columns shelf.  Select MONTH(Bet date).

Change the mark type to area.

Create the following calculation with name "Bump"

Replace SUM(Daily amount bet) with "Bump" Field

Click the  "Bump" field drop down > compute using > Bet date.

Final Output as below:

Thanks Guru's,

Thursday, 28 July 2016

Variable Size Bump Chart in Tableau

Using Gambling Data(Click to download)
Create Following bump chart showing each Gambling product's rank based on AVG(Daily number of bets) over time (quarter of Bet date). Size the lines by the number of distinct Gambling products in each quarter

Drag Bet date onto the columns shelf.  Select continuous quarter.

Drag Gambling product onto color

Create the following calculated field 

Drag INDEX() into Rows. 

Right-Click on INDEX() and select Edit table calculation.

Select "Advanced..." from compute using drop-down.

Select Addressing  by Quarter of Bet date and Gambling product in that order.  Sort by average Daily number of bets descending.

Select “Quarter of Bet date” from the restarting every drop down.

   Right-click on  Index axis > edit axis…

Select “Reversed” for the scale.

 Create the following calculated field 

Drag  "Size" onto size

Click the drop down on the Size,Select  Compute using > Gambling product.

Double-click on the size legend.

Select “By range” from the sizes vary drop down.

The desired output as below:

Thanks Guru's,