Do any of you guys know how to save added fields to the “view data” drill down in tableau? I have a dashboard with some summary numbers that we want to drill down on, but every time you click view data you need to manually go in and add certain fields into the “view data” table again.

We don’t want to create a separate dashboard/table and pull that information in with parameter for this drill down. Thanks

Company I work for is attempting to break into the dashboard space. We use R for programming PowerPoints and other reports, but haven't really done much by way of code-programming dashboards. Any R users out there recommend Tableau? (And if not any other suggestions would be super helpful).

Hello everyone,

I'm seeking help from the bright minds out there. I am working with a data set and reporting on the number of days an item has been out of stock. The end users would like to show the total number of days and also the number of "unique backorder periods"...so if an item was on b/o for 10 days in a row that would show as 10 total days (in my CNT cont. measure) but would also display (in a separate column) as one instance.

Then if there was another set of dates in the next month that would count as another instance, etc.

Should I be attempting to group these consecutive dates and then give them a record ID?

Thanks and really appreciate your help.

Hello! I need to migrate from one tableua cloud site to another tableua cloud site different projects that contain workbooks, (both sites are hosted in the same instance eu-west-1a). I have been gooing through tableau sdk documentation , and it explicitly says that the sdk is for migrating from tableua server to tableau could. 

I can’t find anything related on the internet and chat gpt isn't helping much, Has anyone managed to perform this cloud to cloud migration? 

Hello, I took over this job and the person before me created this dashboard. I updated the extract and tried reuploading the file and now I can't and I'm seeing this error message. Now everyone in our organization can't see the dashboard. How can I solve this? Please help. Thank you!

Hi everyone. Right now I'm using this calculation to display the current and previous year sales.

for current year

IF

[Transaction Date] >= [p_StartDate] (parameter)

AND [Transaction Date] <= [p_EndDate] (parameter)

then [Sales Amt]

for previous year

IF

DATEADD('year',1,[Transaction Date] ) >= [p_StartDate]

AND DATEADD('year',1,[Transaction Date]) <= [p_EndDate]

then [Sales Amt]

https://preview.redd.it/yrlurn6r70yd1.png?width=1694&format=png&auto=webp&s=9a50360c23e9818de57a5a8a2b4ebf94eb041510

In order to hide the other dates that have no values i created this calculation.

IF

sum([c_CY_SalesAmt])+SUM([c_PY_SalesAmt])

<> 0

then 'Include'

else

'exclude'

end

It seems fine but when i set the start date on a different year (for example dec 1 2023) than the end date ( oct 2024) the previous year month will be displayed after the current year month.

https://preview.redd.it/5s1lyl5490yd1.png?width=939&format=png&auto=webp&s=3112548d2a909df04fcf9defb6a6d210af98f80d

I can't add the year on the column section because it will split the current year and last year column.

https://preview.redd.it/fdj2exxe90yd1.png?width=1284&format=png&auto=webp&s=a45040134a74056faac81d89eda6685c3cda8b5a

Any input will be really helpful.

I am a BI professional, but prior to the last couple weeks I had only worked with PowerBI. (That was the only tool supported by my previous company). I’ve got to say I am just loving working with data in Tableau. The Tables UI and workflow is just so much more efficient, and I can prepare visuals for my end users so much faster. Anyhoo, I wanted to say hello and express how glad I am to join this community.

I am a beginner and have made an instructor-led data vizz. But when I go to click "Publish" the pop up won't allow me to actually publish? As in the publish button is gray and unclickable. Whereas "cancel" is totally clickable. Any advice? Pics included. TIA!

Hello I want to add a color to the status, without coloring anything else. How can achieve that without messing up the other variables . Essentially making on track green on hold blue risk red. But I want the status there

I started a workbook with csv file "VOL" It has columns "State", "Region" and 8 more columns each for sales in a different week. In Tableau I pivoted for the 8 date columns to create columns "date" and "sales"

I uploaded a second csv that is in the same format but instead of sales it has the number of buying accounts. for some reason, Tableau is not showing me an option to pivot this table. Does anyone know how I can fix this?

I'm taking a course on data viz, and as part of the course I've been tasked with creating various dashboards. I finally got the hang of most of it, but I am having a really hard time with shading backgrounds on my containers, and I can't figure out what I'm doing wrong. I want to create shading between the containers, but no matter what I try, I end up also shading the title area. I've tried shading each container in the hierarchy and tried to figure out if I can adjust the shading on the individual workbooks, but I can't figure out what I'm doing wrong. The highlighted Sales by Product below is an example, and my dashboard (titled HELP WITH SHADING PLEASE) is published here.

I'm also trying to figure out if it's possible to move the label highlighted below (17% Expedited...), so that it doesn't overlap with the pie chart. On the worksheet, it doesn't overlap, so I think it might just be an issue of sizing, but in the example provided by my instructor, the font size of the pie chart labels looks to be about 12 pt, and my label on the worksheet is smaller than that but still doesn't fit. Is there any way to manually drag the labels a tiny bit so there is no overlap?

Thanks in advance for any assistance!

https://preview.redd.it/scyd1i5nnwxd1.jpg?width=676&format=pjpg&auto=webp&s=206df85fa3a20704531a617a8ba12e460403465c

I’ve been at this for days and cant for the life of me get Tableau to do a parameter on the TIME part of the date. Maybe im going about it wrong.

The date cell is formatted like: 10/28/2024 9:00:00 AM

I’ve tried filters and parameters and NOTHING is working quite right. I cant even find a YouTube video showing how to use a parameter for the timing function. Dates? Yeah that parts easy, but im struggling with the time part.

Hey all. First time caller, so I hope I'm not being too noob-a-riffic here question-wise. Deeply appreciate any help as an overwhelmed school teacher.

I'm building a map that shows outlet reach, and I saw this one online that I'm trying to replicate the "idea" of at https://public.tableau.com/app/profile/elizabeth.thompson2810/viz/ChicagoHeatMapOutlet/Audience?publish=yes

It seems to combine aspects of density maps and "Standard" map Marks, so you get the colored counties by population, etc. but you can also see the news outlet reach and its home base.

Broadly speaking, I haven't been able to sort it. Anybody have any suggestions? I've been clicking through options and hoping to stumble over it, but no dice yet.

Hello! My company has been leveraging Tableau Cloud for the last 3 years and have appreciate many of the new features rolled out. Just recently though, Tableau rolled out fixed "schedules" which are pre-set time windows we can run data extracts.

Prior to this, we had ability to schedule these data extracts around our data processes, subscriptions, and modify extract schedules to run within specific times within an hour (ex: 7:15, 7:30, 7:45, etc)

It appears that as of 2025.1, my ability and/or flexibility to schedule extracts within specific windows of time is going to be deprecated. What other options do I have now?

My concerns are: 1- Unable to schedule extracts more often than hourly, which today we have many running every 30 min 2- All hourly extracts will run at exact same time, increasing concurrency in my data platform 3- Inability to schedule extracts to run timely before subscriptions go out at 8 am

Any input on ways to keep these capabilities is greatly appreciated and/or alternative solutions I should consider to enable intraday/intrahour operational dashboards.

Thanks!

I have a formula that outputs a string and is meant to dynamically format numbers, meaning that 380M shows up as 380M, but 3.8B shows up as 3.8B instead of 3800M.

However, I noticed a bug where Tableau blatantly ignores the round formula and shows 3.8000001B instead of 3.8B. I figured using a LEFT(x, 3) formula would fix this, but alas it decided to round to 3.7999998B instead, thus taking the first three characters shows 3.7B instead of 3.8B, at which point the user emailed me to point out the problem.

The original formula was: ...

elseif [Size] < 1e10 then '$' + left(str(round([Size] / 1e9, 1)), 3) + 'B'

I ended up adding a +0.001, which appears to have fixed it after testing a few times... but it just feels like a weird and unreliable way to fix the bug. Is there a better way? It would look pretty bad for me if the user had to complain a second time for the same issue.

When I talk about adding +0.001, I mean that the formula becomes this:

...

elseif [Size] < 1e10 then '$' + left(str(round([Size] / 1e9, 1) + 0.001), 3) + 'B'

We are currently in the process of transitioning from ThoughtSpot to Tableau, and I have around 1000 answers in ThoughtSpot that need to be converted into Tableau’s TWB format.

Has anyone gone through a similar transition? Are there any tools, scripts, or best practices to automate this process? Manually recreating all of these reports in Tableau would be a huge task, so any advice on making this smoother would be highly appreciated.

Thanks in advance!

Hello Tableau community,

After creating a calculated that gives 1 if certain value is present and zero if it is not, I am trying to create a dashboard action that is a filter.

When I click the graph on the calculated field, I expect the target sheet to reflect changes, which isn't the case.

What should I do?

We are new to Tableau and trying to use a Virtual Connection so we can ingest data once and use it in multiple data sources. We are using PostgreSQL and materialized views to generate the data required for Tableau, however the models and all dashboards are just corrupted whenever the tables (MVs) change. I am concerned as to our ability to have a flexible data model we can add data to without this being a massive burden based on our experience so far. Has anyone had success with this and might have some tips?

I'm not too sure why this is happening. I simply want to show the top 10 customers based on profit but values keep on disappearing when I use the filter.

With filter (as you can see, not even sorted by top 10)

Without filter

I only have the public version and I might not be able to get a business account at my job. If I make dashboards in the public version and share them with employees can i make it to where only they will be able to see them ? Thanks

Hello everyone,

I’m facing a career dilemma and could really use your advice.

I currently have 8 years of experience with skills in Tableau, Power BI, and SQL, and I’m earning 20 LPA. However, I feel like I’ve hit a plateau and am no longer learning new things. I’m seeking recommendations on what additional skills I could develop to advance my career, but I’d prefer to avoid the data engineering side, as I find it too challenging.

Any guidance would be greatly appreciated.

Thank you!

Hey All,

During my morning walk with the dog, I got to thinking. I have shitty spellign and thought it would be interesting to try to parse the user entered strings in the raw xml files to check spelling. Has anyone had this thought already? Did you make any progress?

EDIT: Using the python script found below, I was able to check the spelling of certain fields. The script needs some more refining based on my team's needs. If we come up with a more useful script, I'll share it!

https://medium.com/@rhelenius/bringing-spellcheck-to-tableau-with-python-e4c80293bd77

Is there a way to group the tail of the histogram into one bin:

Rows: Bill Amount (bin) --> bin size controlled by a parameter

Columns: COUNTD(Order ID)

https://preview.redd.it/d2w9joqt8gxd1.png?width=1501&format=png&auto=webp&s=1ff001d6837f0161db8be5f5b2d1515389561180

For eg: the values above the 75th percentile or the values above 1000 to be grouped as 1000+ ?

Hey everyone! I wanted to know if there are any courses or reference material online which teaches or guides us on how we better utilize / model big databases and then making a dashboard out of it which is well optimised?

All the courses that I found online either make use of a CSV or an Excel file or SQL DB with <10000 rows of data. Any links on this will be appreciated!

I'm using window_max and min to highlight the highest and lowest customer volume on a line graph, using a separate calculated field. I have one problem, in one of the years— there are 2 max values, and they both keep getting highlighted. I only want to display one.

https://preview.redd.it/za7df0kztdxd1.png?width=1913&format=png&auto=webp&s=62b30ccdaf1c71b7926ed976b57986de053664f7

Good evening everyone. I have problem with my account since I forgot my password but when I clicked the forget password, it says that my account doesn't exist. It's a student account btw. I been reaching out customer service for days but they don't reply. I need to use it for my next class. Do you have any recommendations without using money? Thank you.

I have 40,000 data points to fit along the x axis and want it to be so that it is all in one view and you don't have to scroll along the chart.

I'm new to tableu and for the life of me and all the googgling I just can't seem to figure out how to get the x axis to fit all these points in one view?

What's a good resource that has free practice exams that can help me assess my knowledge in Tableau to pass the Data Analyst Exam?

I'm looking for legit practice exams - not exam dumps.