I'm trying to apply a filter on my report, but it's not giving the correct results, even though I'm using the right parentheses. Only the first condition works, and the others are returning null.

if (isnull([Na Usd price]) or ([Na Usd Start Date]<=str([End Date]) and ([Na Usd End Date]> str([End Date]) or isnull([Na Usd End Date])))) and (isnull([Emea Eur price]) or ([Emea Eur Start Date]<=str([End Date]) and ([Emea Eur End Date]>str([End Date]) or isnull([Emea Eur End Date])))) and (isnull([Emea Gbp price]) or ([Emea Gbp Start Date]<=str([End Date]) and ([Emea Gbp Start Date]>str([End Date]) or isnull([Emea Gbp Start Date])))) and (isnull([Emea Usd price]) or ([Emea Usd Start Date]<=str([End Date]) and ([Emea Usd End Date]>str([End Date]) or isnull([Emea Usd End Date])))) and (isnull([Emea2 Usd price]) or ([Emea2 Usd Start Date]<=str([End Date]) and ([Emea2 Usd End Date]>str([End Date]) or isnull([Emea2 Usd End Date])))) and (isnull([Apac Aud price]) or ([Apac Aud Start Date]<=str([End Date]) and ([Apac Aud End Date]>str([End Date]) or isnull([Apac Aud End Date])))) and (isnull([Apac Jpy price]) or ([Apac Jpy Start Date]<=str([End Date]) and ([Apac Jpy End Date]>str([End Date]) or isnull([Apac Jpy End Date])))) and (isnull([Apac Usd price]) or ([Apac Usd Start Date]<=str([End Date]) and ([Apac Usd End Date]>str([End Date]) or isnull([Apac Usd End Date])))) and (isnull([Latam Usd price]) or ([Latam Usd Start Date]<=str([End Date])and([Latam Usd End Date]>str([End Date]) or isnull([Latam Usd End Date])))) and (isnull([G Usd price]) or ([G Usd Start Date]<=str([End Date]) and ([G Usd End Date]>str([End Date]) or isnull([G Usd End Date])))) then "True" END

Hi Everyone. I am working on a dashboard that follows the data model below at the logical layer. Currently, the 3 tables highlighted are linked to the associate table by associateID. I need to consolidate all thecustomerIDvalues from theorderClaims, sales, and orderDelivery tables to create a single customerID filter on the dashboard.

At first, I tried pulling in one of the customerID filters in a worksheet but when I select theAll Using Related Data Sources option, it didn't filter correctly. Is there a way to achieve this?

https://preview.redd.it/hfv1rk6c11ud1.png?width=1116&format=png&auto=webp&s=f1d2dc38020aacacea9f12e5451bef8e9d65760e

https://preview.redd.it/z39w9h0so0ud1.png?width=1007&format=png&auto=webp&s=7defd1d9662b6667d3a254610018f21f47f2c9cb

what should be the answer? Is it discrete or dimensions, according to the video i believe it should be Dimension! As, when we convert a measure field to a dimension field or vice versa, and then drag it to row/column shelf it shows blue (for the dimension field) and green (for the measure field)

I'm interested in showing the beginning and ending balance for each month in the table below. I've unioned an excel sheet with a beginning and ending balance for March 2024 (see screenshot) to get a number I can play with, but am struggling to get the result I want.

First, I want the AR ending balance line to be a sum of all the rows above it, including the beginning balance. So it should show the change from beginning to end. Or, I could scrap that line and just use a Grand Total of the column, which would be the same thing.

Second, I want the beginning balance of each month to equal either A) the AR ending balance from the previous month/period or B) the Grand Total from previous month.

At this point, I'm not sure whether it would be easier to have a line for the ending balance or use the grand total. I've played with a few different ways of changing the Amount1 field, but haven't had much luck.

Anyone else experienced a challenge like this?

https://preview.redd.it/m50drvxigztd1.png?width=1118&format=png&auto=webp&s=4d4ea52cc08b9b435b534ff8e4281a35b5485845

I have a line graph with the past 4 years in the columns, and then business unit name for each line. I currently have the business unit name in colors, but I don’t want the color legend. I simply want the data labels on each year, and then the business unit name at the end of the line, but whenever I add the business unit name to labels, the data labels go away for each year. Why so complicated

Hey if you could please check my Tableau vizzes it would be great!
https://public.tableau.com/app/profile/lara.delgado.aparicio/vizzes

If you have any feedback / would like me to check yours let me know :) I'm trying to get more engagement

I'm trying to create a workbook where it is possible to search for specific tags in order to find the workbooks that contain those tags.

For example: A workbook has the tags "A" and "B". I would like to make two filters where if you filter for "A" in the first filter then every workbook that contains the tag "A" would show, and if I then also filter for "B" in the second filter every workbook that contains "A" AND "B" would show.

My problem is that I am unable to make it possible to use both filters to find workbooks that contain both "A" AND "B", I can only use the filters to find workbooks that contain "A" OR "B", i.e. the filters don't seem to work together.

The reason why I need separate filters is that there are different types of tags that I don't want to show in the same filter.

What I have tried so far is to make two different worksheets so that i could get the two seperate filters that use the same field on a dashboard. Unfortunately the filters don't seem to work in tangent (both work but separately from each other).

Any solutions to this problem would be very appreciated!

Hello guys, it is my first time asking a question on tableau and I have to be honest, i m still a newbie at tableau.

Basically, I have to do this dashboard where for 2 categories of products(the rows) I need to calculate different statistics( the columns).

I ve done the stats by creating calculated fields and now i need to map these results to the products that actually entered the calculations by creating an action filter on which i click and it redirects me to a dashboard with the products.

I don’t have a clue how should I do that and if action filters are even the way, since I have around 6 stats(6 columns) and i think at the end there might be too many links to the product dashboard.

How should I do it, does anybody knows?

My background: 8 years of professional full stack development + intermediate to advanced sql.

Picked up a course on Udemy, learned Tableau for months every day and enjoyed it.

Now I passed my TDS certification as well as the Google data analytics certificate on coursera. Also considering going for the Tableau certified data analyst certificate.

Now I am building my portfolio and trying to build a system/strategy to land my first freelance gig.

The issue is, I have no freelance experience in landing clients.

If you've had success in that avenue, please share with me a brief structured approach + any required mindsets and strategies to succeed at this goal. Any other tips or pointers would be appreciated.

Hi, all. I've used Tableau to build dashboards for my portfolio, but this is my first project at my new job and I really want to impress with it.

I'm looking for some advice on how to visually improve this navigation section because I really don't like the way it looks at the moment. I was thinking three buttons of some sort, but I want it to stand out.

There will be three dashboards (as shown here) and a title page. I can't share the rest because of PII, but the project centers around a mentoring program for disadvantaged youth.

Any and all advice is greatly appreciated!

Hey r/Tableau!

I've been diving deep into optimizing my Tableau workbooks, and I keep coming across some old-school tips that seem a bit out of place with the current features and best practices. I thought it’d be interesting to gather some insights from this amazing community!

For instance, I’ve noticed the use of context filters was once a go-to optimization strategy, but it seems that can slow things down if not used judiciously.

What are some other tips or tricks you used to swear by but have since realized are outdated? I’m curious to hear your thoughts and any resources you’ve come across that helped shape your current understanding! also any documentation to support that would be welcome

Looking forward to your insights!

Hi guys, we have Tableau Cloud in our organisation, and we need to access revision history for our data sources to know if and when they have been updated to adhere to service level agreements with our client.

We have workflows to publish these datasources and they fail alot of the time, so we need to know of publish failures as soon as possible.

Does anyone have experience with this method for the API call? Any other advice is also welcome:)

I am very much a newbie with Python, I am able to make some fairly basic API calls using the tableauserverclient library. But what I am wanting to do is return all of our Tableau cloud scheduled extracts with the extract name and last run status. Can anyone assist please? Much thanks.

Hi guys, I'm new to Tableau and I'm working on this project on Zung SDS. I appreciate all your guidance on this.

I have two tasks:

1. Assign numerical values to the responses
2. Calculate the average for each columns.

How can I do this? 😔

Hi,

I need to create a Sankey chart like this: LINK

There are YouTube tutorials that suggest unioning duplicate data, which in my case is not reasonable as I have millions of records. I think the method I’ve seen people use (3 datasets and nodes/bars 1 to 6) is more feasible for a real-world scenario.

Can anyone PLEASE tell me how I can learn this, or if there is any detailed explanation available for me to follow through to create a Sankey chart?

Hi everyone,

I am SUPER new to Tableau and have watched several YouTube videos and Tableau self help videos but have not been able to find the best way to make this happen.

So what I am wanting to do is show where supplies from one zip code is going. So for example I have product coming from Point A to multiple different zip codes (about 5-6). I want to visually show on a map where this is going kind of like a spider map but not sure if that is the best method. I cannot for the life of me get anything to show on my worksheet except the zip code points I already mapped. I have seen a lot of videos using make point and make line but they have geographical latitude and longitude which I know I can get from a website but I have hundreds of zip codes to work with.

Bonus points if anyone knows how to measure the distance traveled in miles between zip codes, ideally from Point A to each point so like how many miles between Point A to B, Point A to Point C, Point A to Point D.

Any advice tips for a newbie here is appreciated! Thank you!

I have two files with a relationship:Overtime and Full Year Active staff. I'm trying to find the cummulative active staff so I can divide it by the number of month to find the avg for each month then divide by overtime requests for each month.

Is there a way to find the sum of staff per month in 2024 from the beginning of the year up to the month without using Running_Sum? Since I have blank values for several months in the overtime

E.g. If January 100 staff February 205 staff March 200

Then it should be January 100 February 305 (Jan + Feb) March 505 (jan+feb+march)

Hi all I have something I’m trying to do and after exhaustive googling I haven’t found any solution.

Dataset: I have a dataset regions, sellers, and the amount each sales person sold.

Want: I need a way to exclude the bottom 25% of sellers by how much they sold, BUT by region and then roll-it-up to a the final result.

So it’s not as simple as finding bottom 25% in entire dataset, but finding bottom 25% per region and then excluding those sellers when rolling it up?

The reason I’m trying to do it by region is because some markets are emerging, thus if we did simply bottom 25% it would simply exclude all sellers in the emerging region because they generate less money.

I need to display data for three months (the selected month and the previous two months) as a bar chart in Tableau. However, I don't want to use a parameter for the user's month input. Instead, I want to use a filter. Could you provide some sample dashboards or help with the calculation for setting up the filter?

https://preview.redd.it/0l0eo6kqymtd1.png?width=559&format=png&auto=webp&s=8258c673bfefe6111b73197f5e248c8654f6167d

the 6 Month calculated field, its \"6 Months\". *These are all calculated fields I created.

I am doing a forecast for a data set. I want to do a drop down menu that shows forecast for 6 months, 12 months, 18 and etc. I want to make it where, when the user clicks the drop down menu, they can choose the options and it will show that worksheet. I'm not sure where I am going wrong with my logic or if I am doing it correctly.

For example if I wanted to have a dashboard where people have to do daily challenges with their meeting, like keep time under 30 seconds or have 50 interactions, would this be something I could do in tableau and have it automated?

We use Tableau Server and have quite a few complex datasources published and used by multiple developers. I have common calculations used by several of my workbooks and would like to add them to my own datasource "inherited" from one of the shared datasources.

I know Tableau doesn't do inheritance of datasources (please correct me if I'm wrong). I don't want to maintain my own copies of these datasources - it's useful to have common datasources that are maintained by a single person and shared by developers. I also don't want to put the custom calcs I have into the common shared datasource.

Does anyone have suggestions how I can save and maintain a common definition of a calculation used by multiple workbooks??

I'm using Tableau Server and Desktop. I do not have Tableau prep.

Let me start by saying that my background is in marketing, not in tech anything. I have elementary experience with APIs and other data connectors, but sorry in advance for how silly my question may come off.

My Question: I want to create and sell Social Media Marketing performance dashboards. Is Tableau the best solution for this? Or Power BI or some other data visualization tool?

The ideal solution should tick the following boxes:

• I would need to be able to (preferably) upload the dashboard, or otherwise make it easily accessible and sharable (only with viewer permissions, not editing permissions).The user would need to be able to interact with the dashboard so that they could toggle through different date views, different products, metrics, etc.
• The dashboard needs to be affordable, not just to build but to maintain. Of course, these costs would be passed along to the client (at least in part), but I need the final product to be affordable, at a cost that's an obvious "yes" even to small-medium sized businesses, which will be my target market.
• Finally, I'm looking to use an existing software like Tableau or Power BI, because I don't have the expertise or budget to build something like this from the ground up (yet!).

There's definitely a need for this, especially in the social media advertising space. The native dashboards offered by multi-billion dollar corporations like Facebook, just don't do it. Actually, Facebook discontinued their Facebook Analytics product, which was insanely unintuitive and required a good deal of setup and configuration, despite the fact that it was only pulling data from it's own app.

What I tried in the past

Typically in my experience as a media buyer, performance was communicated to clients either in the form of reports (power point or a doc) or simply through spreadsheets.

In my first agency role, I learned to use Looker and created dashboards for clients, pulling in Facebook and IG data to simplify and visualize performance. But the dashboards were slow and buggy and the product was quickly abandoned by the agency I worked for. I haven't returned to the software since.

There are several existing companies which provide solutions to this - one utilized by a large client at my previous agency was Northbeam. (They were setup on this platform before coming to us.)

And a quick google search for 'Marketing Performance Dashboard' returns a large list of companies providing this service.

But I have no idea how these companies are accomplishing this.

So back to my original question, TLDR: I want to design dashboards that visualize data for Marketing Performance from social media apps like Facebook, Instagram, and Tiktok and deliver these dashboards as a product to customers. How can I accomplish this in a scalable and affordable way? Is Tableau the answer?

My requirement is to display data at the monthly level. Based on the date selection, the user should be able to see the data for the selected month and the previous two months on the dashboard. Generally, I receive data on a monthly basis. However, the challenge is that for one of the dimensions, we will be receiving data at the quarterly level. Therefore, we need to integrate both the monthly and quarterly data into the same dashboard. The quarterly data will be displayed based on parameter selection.

For example, we are showing monthly sales data by category, one at a time. All categories have monthly data, except one, which is at a quarterly level. I'm considering using sheet selection, but I need filters that let users view the selected data for the relevant selected and previous two months based on selection for both monthly and quarterly data. The issue is that the filters aren't dynamic. I need ideas for the dashboard

I have a university project which consists 5 dashboards set up as a Story. For submission, I would be uploading it online along with an accompanying word document (report). I was wondering what would be the norm of uploading a tableau workbook? I currently have different dashboards and their relevant sheets colour coded and have the story as the first tab on the list.

I’m planning to just upload this workbook as is. Is this the norm or is there a way to upload it for it to be more coherent?

https://preview.redd.it/995863lteitd1.png?width=1561&format=png&auto=webp&s=d754ed39ba2af46016ff3f66d5ecd6dd9f33f8ec

How can I show dynamic ranges for each of the bins? The client has asked for each label on the X-axis to show as 0-50, 50-100, 100-150...

Another request was to show the percentages on the y-axis instead of the Distinct Count, i.e., 5% spent 0-50, 45% spent 50-100, and 50% spent 50-100...

Thanks