OneNumber - Tableau Experts
OneNumber - Tableau Experts
The OneNumber team is a small, dynamic group of Tableau experts. We host Tableau classes, we do technical consulting, and we build custom projects for our clients. Sign up for our newsletter to get notified of our latest events and tips! (onenumber.biz/newsletter)
If you're looking for Tableau tips, tricks, and tutorials, enjoy the hundreds of KZread videos we've put together!
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I love this idea ❤ thank you
You are welcome, thanks for checking this out!
Very helpful. Thank you!
You're welcome!
Great tip! Those kind of things are cherry on top with Tableau knowledge.
Thank you, we're glad to hear this helped!
Explanation was so clear and minor info like checking number of rows to verify correct joins was really helpful.
That's great to hear!
Need help with Tableau? Schedule an hour with Eric here: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Have you gained any insight as to why the unique customer count wasn’t matching? I’ve found Pulse to be difficult due to not knowing how it is coming up with certain numbers. And especially with snapshot data. Any insight there?
this is a very curated use case. more often than not you'll receive agg vs non-agg error
what if we wanted to show the Null value results in the view but not in the filter. Ultimately I want the Null results to always be toggled ON and not allow it to be toggled OFF by the user. So in this case, I want only the years to show up in the filter options and the results from the Null values to always be present
This is a hack but I guess you could lump it in with something else. For example.... IFNULL([State],"New York") Then you use the original [State] field in your worksheet but use the IFNULL calculation on filters. It will get funky if someone actually removes New York from the view because it will remove the nulls as well, but it might work.
Very clear and informative. Thanks
You're welcome!
Thank you!
Very clear and helpful demo. Thank you.
You're welcome!
Amazing content. Quick question, when launching a dashboard, how I refresh data sources to update each day? "Complete Time" cell doesn't seem to be working for me.
Hey! If you need to refresh your data every day, I would recommend publishing the data as an extract and setting up an extract refresh schedule. You can do that here: help.tableau.com/current/server/en-us/publish.htm
Thanks Mate
You're welcome!
This is a great idea! Thank you for sharing. However, I am still on my way to searching for the answer for three measures, e.g., sales (need to use currency sign), profit (currency sign but have both positive and negative data), and quantity (no dollar sign). This is a headache. Do you have any suggestions on this?
You're welcome! What do you think of something like this? kzread.info/dash/bejne/mYKhxsmRcZbgnaw.html&ab_channel=AndyKriebel
@@onenumbertableau wow, thank you so much for the follow up! This is exactly what I was looking for 👍
@@sienna_personal Glad to hear it!
love that you provide the recap!
Glad to hear it was helpful!
Awesome! Thank you so much for your information :)
You're welcome! We're glad this helped
very useful video, thank you very much! If we had wanted to transpose the dates too, to have the columns date job 1, date job 2 and date job 3. How would you have done it? on the same pivot?
You're welcome! I think I'd create a separate branch and pivot step for the dates. Then you can pivot the dates in a similar fashion and join them back on the employee id. Does that work?
Thank you very much ! I did it in the same branche, I added one transpose before the aggregation. Then i aggregated all the columns at once !
your video helped me a lot, thank you again! I sent you an invitation on linkedin
Need help with Tableau? Schedule an hour with Ollie: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
How to get Hidden bar back?
I just spent a few minutes trying out ideas and you stumped me! The only way I can find to do it is with the back button.
Hello, thanks for making this video. What happens if instead of showing a file location it says “table” and the value is not a path but more like a section of the sheet
That sounds like someone applied the Use Data Interpreter feature to a file-based data source. I suppose you'd need to reconnect to the original data source and then select the checkbox next to "Use Data Interpreter" again to recreate the same source file.
Thanks so much Eric this was absolutely brilliant! The hidden values in the filter worked like a charm using the Lookup Table Calc for my client names, however when I use other dimension filters, for instance trying to change Region, it seems to reset the Table Calc filter for the client names each time I filter to a new Region, and my screen goes blank. I am actually trying to use your technique to exclude a single client name value across multiple regions, but it's not working dynamically/interactively when regions are changed with my filter. Does this have to do with the scope of the table calculation perhaps?
Thank you! Can you manually hide them? Like add the "Client Name" field to the Rows shelf, right-click on the one you want to hide and select "Hide"?
How can I highlight both top and bottom in different colors at the same time? Without the use of top and bottom filter.
Hey! How's this? IF RANK(SUM([Value])) <= 3 THEN "Top 3" ELSEIF RANK(SUM([Value]),'asc') <= 3 THEN "Bottom 3" ELSE "Other" END Then you can drop that field on Color and you'll be good to go! 🙏🏻
@@onenumbertableau Thanks a lot, it worked as intended.👍
Thank you for sharing. Is there a way to reset the values of parameter filters in Tableau?
You're welcome! Not with a creation like this but we recommend checking out the Reset Views button: kzread.info/dash/bejne/iG2utpSQds7HmKg.html&ab_channel=OneNumber-TableauExperts
Legend 💫
Thank you!!
Was waiting for long thanks :)
You are welcome!
THANKS FOR THIS. I WAS HAVING SO MUCH TROUBLE WITH DYNAMIC TITLES. THIS HELPED.
We're so glad to hear it, you're welcome!
But how do you remove the numbers 0 , 10 etc?
Right-click on the axis, select "Edit Axis", select "Tick Marks" and adjust as wanted (set to None if you want to see no number)
@@onenumbertableau You are the GOAT of solving tableau problems!!!
@@ragragrec1 Wow thanks so much!
very clear demo thank you
You are welcome!
Thanks a lot, your video explanations are much easier to understand compared to ChatGPT!
Need help with Tableau? Schedule an hour with Ollie: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Thanks for the video. Can you explain the same with Year-Month (latest 2 years = 24 months) in the place of Job Class Description ? Is that possible?
Hey - I think you can, but you would need to adjust your filter accordingly. This simple parameter probably wouldn't work there. You'd need something more like this: kzread.info/dash/bejne/goFksZWuhq2Tcto.html
Big Fan Sir. Great Help.
Thank you, you are welcome!
So helpful, thank youu!
You are most welcome!
Hey, thanks for this video. This was very helpful. I tried to implement this and False was only showing up under the columns that i wanted to hide but, when i select the column and click on hide then, entire table is hidden. How do i make sure that just the columns that have false are hidden and not the entire table? Thanks in advance!
Hey! I would do something like: 1. Create a parameter called "Show/Hide Dimension" (Boolean output) 2. Create a calculated field called "Show [Dimension]." This should read: IF [Show/Hide Parameter] THEN [Dimension] ELSE "" END 3. Put this on Rows/Columns That should help!
Need help with Tableau? Schedule an hour with Eric here: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Great video, thanks for sharing. Do you know if Tableau would be able to take the quadrant chart (QC) you make here and take it a few steps further? Specifically, if I have a data set to populate this sort of color-coded QC each week, could I track the path of a certain point? I know there are connected scatter plots that can do this but would the path and any intermediate points along its path change color if it was in different quadrants each week?
Hi Mitch, I suppose it depends on how the data is structured. Would you have the ability to filter to a prior week to see what the values were then or is your data source "real-time" without the ability to easily filter to prior values?
Hey, great tutorial, really helpful. It will be great if we can get the data for subsequent videos so we can follow along. Thanks again
Thank you! Good feedback, here's a copy of the workbook from the walkthrough that you can download: public.tableau.com/app/profile/eric.parker/viz/DivergingBarChart_17185718078620/Title
It would be great if you show how to outline by value size after this sorting, I have a working case, I found the video composed 8 years ago, is any new ideas exists, how to do that?
Hi, I'm not sure what you mean by "outline by value size". Can you share more or a link to the resource you're talking about?
I meant sort the bottom segment by value from highest to lowest, the link I posted above as an example, but it is 8 years old, is any up-to-date approach?
@@oksanavorobiova8929 I don't see a link but I don't know of a way to retain the visual of a stacked bar while doing the nested sort individually per row (e.g. the color sequence is different in each row). Here's the closest thing I could build that resembles what you're asking (I think): public.tableau.com/app/profile/eric.parker/viz/CustomNestedSortPerRow/Title
Hello, can you please do a video on how to create a reset filter button incase of single dropdown filters? It should reset the dashboard to default value not ‘All’
Hi! I would try creating and Custom View (like this: kzread.info/dash/bejne/laGmq8qzktmqhqQ.html&ab_channel=OneNumber-TableauExperts) saving it as your default, and then utilizing this Reset View button from this video!
Thank you very much
You are welcome!
How do you do YoY or MoM per several partners! Like a single measure name has multiple partners in it. And I want to do MoM per each of those partners. some partners have empty months where they had no bookings. So it becomes hard to do a MoM for those and it looks weird too because there are empty booking in some months and some are not repeat customers Please 🙏
Hi Esther, these calculations should work even if you break them down by a dimension. If you want help designing something custom from scratch, maybe an office hour would be a good fit? Happy to help!
Need help with Tableau? Schedule an hour with Eric here: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Need help with Tableau? Schedule an hour with Eric here: onenumber.biz/office-hours Ready to master Tableau? Check out our lineup of upcoming classes! onenumber.biz/onenumber-tableau-classes
Very GOOD
Thank you, we're glad to hear it helped!
How do I show one item in 2 dates. Eg: I have to show total defect on its creation time and closed defects by its closed time in a line graph
You might need to union the table to itself and create a single date field so you can show each value twice. Different scenario but if you jump to around 13 minutes in this video, we walk through a similar scenario. onenumber.biz/blog-1/2023/7/12/how-to-calculate-running-headcount-in-tableau-with-start-and-end-date-fields
That works, its been some time looking for the solution. thank you so much.
@@mahamoodsalamalipm6979 Glad to hear it, you are welcome!
Thanks a lot for your video! Do you know if there's a way to apply it to different dashboards posted on a story and just input the password once so that it shows all the dashboards? Tried to publish it like this and you need to input the password on every tab of the story and when you switch tabs it gets deleted and you need to input it again.
Hey! Thanks for the message. I would think that the issue here is that stories function differently to dashboards. Each tab of the story is essentially a new view or a standalone entity. I am not aware of a viable alternative for stories using this method I’m afraid!
Great, super helpful. Thank you!
Glad to hear it, you are welcome!
what if your data has future dates populated, but you only need for the present FY, how do you fix it. Because the Max in the current FYwill pick the future FY
In that case, I would create a Fiscal Year of Today calc and reference that instead for your max date. Something like this. YEAR(DATEADD('month',3,TODAY()))
@@onenumbertableau Thank you so much! This has resolved the error I was experiencing with my report.
@@Esther_Worships Great to hear, you are welcome!
Will this also work for when you are using sheets on a dashboard as a filter for the rest of the dashboard? I can't get it to reset those selections.
Hi John! Thanks for checking this video out. Unfortunately, this approach won't clear worksheet selections. However, we've got a video dropping on Wednesday about the "Reset View" button that should help with your question!
Great, simple explanation. Just what I needed, I think. Subscribed!
Great to hear, thank you!