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August 30, 2024

How to Create a Win/Loss Sparkline

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A win/loss sparkline is a tiny, horizontal chart that visually represents a series of binary outcomes, typically wins and losses. It's often used in sports, sales, or any context where success or failure can be quantified.

How it works:
1. Simple representation: Each data point is represented by a small shape or symbol.
2. Binary outcomes: Wins are usually indicated by one color or shape, while losses are indicated by another.
3. Quick understanding: At a glance, viewers can easily see the overall trend of wins and losses over a period.

Benefits of win/loss sparklines:
1. Compact and efficient: They take up minimal space and provide a lot of information.
2. Easy to understand: Even those unfamiliar with charts can quickly grasp the meaning.
3. Ideal for trends: They're great for quickly identifying trends and patterns in data.

In essence, win/loss sparklines offer a simple yet effective way to visualize binary outcomes, making them a valuable tool for various applications.

Check out the workbook here.

October 31, 2023

How to Create a Year→Quarter→Month→Day Drilldown in Tableau

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Are you looking to take your Tableau skills to the next level? Do you want to create dashboards that offer a dynamic and interactive experience? 

Look no further! 

This comprehensive tutorial will walk you through the process of creating a Year→Quarter→Month→Day Drilldown in Tableau.

🔹 What You'll Learn:

1. How to set up 2 parameters for drilldown functionality

2. How to perform 9 simple calculations that power your dashboard

3. How to implement 8 simple dashboard actions for enhanced interactivity

4. Introduction to dynamic zone visibility

🔹 Who Should Watch:

1. Data analysts looking to expand their Tableau toolkit

2. Business intelligence professionals aiming for dynamic reporting

3. Anyone who wants to unlock the full potential of Tableau

🔹 Why This Tutorial is Unique:

1. Step-by-step guide for each component: Parameters, Calculations, and Dashboard Actions

2. Introduction to advanced Tableau functionalities like dynamic zone visibility

3. Reusable examples to cement your understanding

4. Tips and tricks for maximizing the utility of your drilldowns

Don't miss out on upgrading your Tableau skills. 

Let's dive into the world of advanced Tableau functionalities and take your dashboards to the next level! 

October 3, 2023

Master Dynamic Zone Visibility in Tableau: Yearly to Monthly Calendar Drill Down

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Welcome to this comprehensive tutorial on creating a Yearly to Monthly Calendar Drill Down using Dynamic Zone Visibility in Tableau.

📌 What You Will Learn

In this video, you'll discover how to use Tableau's Dynamic Zone Visibility feature to effortlessly switch between yearly and monthly calendar views. If you've been looking to add more flexibility and dynamism to your Tableau dashboards, this tutorial is designed for you.

🔑 Key Takeaways

- Understand the concept of Dynamic Zone Visibility
- Set up a yearly calendar view in Tableau
- Implement drill-down functionalities to transition to a monthly calendar view
- Practical tips and tricks for optimizing your Tableau dashboards

🔗 Additional Resources

- Data
- Workbook


August 8, 2023

How to Master the 3-Level Drill Down in Tableau (with Dynamic Zone Visibility)

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Welcome to my guide on mastering the 3-Level Drill Down in Tableau!

In this tutorial, I show you step-by-step how to make the most of using dynamic zone visibility to create this functionality. We'll go through both scatter plot drill downs from Region → State → Postal code and then replicate that as a bar chart. 

You can easily make this a map drill down by changing the chart type. That's it!

🔍 What you'll learn in this video: 

1. The basics of drill down functionality in Tableau
2. Hands-on demonstrations, tips, and best practices
3. How to interact with the data

💡 Why is this important?

Drill down capabilities allow analysts to explore data from a broad overview down to granular details. By mastering the 3-level drill down, you can uncover hidden patterns, insights, and trends that might be overlooked in higher-level analyses. 

📌 Prerequisites: 

A basic understanding of Tableau's interface and primary functions will be helpful, but beginners will be able to follow along as well!

If you are following along, be sure to pause the video along the way as you repeat the steps.



January 31, 2023

How to Calculate Day over Day Change Excluding Weekends

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In a previous tip, I showed you how to calculate day over day change and build 3 KPI cards.

However, this does not cover the case when you need to ignore weekends. In this #Tableau tip, I show you how to calculate daily change excluding the weekends.

You can copy/paste the calculations from below the video. Enjoy and good luck!


Calculations

  1. Latest Day
    {MAX([Order Date])}

  2. Weekday for Latest Day
    DATEPART('weekday',[1. Latest Day])

  3. Sales for Latest Day
    INT([Order Date]=[1. Latest Day])*[Sales]

  4. Previous Day
    IF [2. Weekday for Latest Day]=2
    THEN [1. Latest Day]-3
    ELSE [1. Latest Day]-1
    END

  5. Sales for Previous Day
    INT([Order Date]=[4. Previous Day])*[Sales]

  6. DoD Change
    SUM([3. Sales for Latest Day])-SUM([5. Sales for Previous Day])

  7. DoD Change %
    [6. DoD Change]/SUM([5. Sales for Previous Day])

  8. Positive Change
    [7. DoD Change %]>0

September 12, 2022

#MakeoverMonday 2022 Week 37 - Berkshire Hathaway Holdings

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During Watch Me Viz, I covered set actions, parameter actions, highlighting, boolean calculations, table calculation, dashboard layout, and I failed at a starburst chart (I couldn't get the years to sort properly; I'll post it when I figure it out).

Enjoy! Check out the viz below the video.

 

August 23, 2022

How to Create a Two-Level Drill Down in Tableau

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There are tons of ways to create a single level drill down, but if you’re having issues creating a second drill down, this video is a guaranteed way to help you fix this problem.

Additional video - Single Level Drill Down 

May 25, 2022

#WOW2022 Week 20 - Monthly Sales vs. Target

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Today I ran a live #WatchMeViz session to show how I completed Workout Wednesday 2022 week 20. I messed up a bit, even though I had done the challenge before, but that's part of the learning process! I hope you find the session useful. If you have any questions, please leave a comment on YouTube.

Resources


Enjoy!



April 21, 2022

#B2VB - 2022/W4 - Design Some KPIs

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April 19, 2022

How to Calculate YTD vs. Prior YTD Based on a Selected Date

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In this tip, I show you how to calculate year over year change based on a date selected with a parameter. The use case is to calculate YTD sales depending on the date selected and compare it to the prior YTD sales for the same period.

April 12, 2022

How to Show Data for Only Completed Periods

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In this tip, I show you how to filter your data to only completed weeks. This method can be extended to completed months, quarters or years. All you have to do is swap out the word 'week' in the filter calculation.

December 20, 2021

How to Filter by Rank Across Multiple Worksheets

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In this tip, I show you how to use a parameter to filter the rank across multiple worksheets or an entire dashboard.


August 31, 2021

How to Compare to the Average with a Bar Chart

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Context is important in data visualization. For every chart you create, consider asking yourself "compared to what?" 

In this tip, I show you how to add context to a simple bar chart by showing whether a value is above or below the average.


November 17, 2020

How to Create a Single Column Hierarchy Drill Down Drill Up with Parameter Actions

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Twice recently I've used parameter actions to create a single column drill down and drill up to mimic a hierarchy. 

  1. HR Analytics KPI Dashboard (Viz • Blog post)
  2. Makeover Monday Week 46 (Viz • Blog post)

Many of the examples of drill down you've probably seen so far use either set actions or parameter actions to create an additional column. The drawback is that you end up with an extra column that only has values when you drill down.

In this example, I show you how to use only ONE column to mimic drill down / drill up functionality. In total, it requires 2 parameters, 4 calculate fields, and 2 parameter actions. I find this method much more intuitive to the user. 

Let me know what you think or how you put it into practice. Enjoy!

June 19, 2018

Tableau Tip Tuesday: How to sort first by the most positive values, then by the most negative values in a single chart

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It was day 1 of Tableau training for DS9 at The Data School yesterday and we were practicing different sorting methods, including sorting by a discrete measure. I was then asked how we could sort positive values from highest to lowest followed by the negative values from lowest to highest. This helps emphasize the best and worst performers. The trick was doing this in a single chart.

Enjoy!

November 15, 2017

Workout Wednesday: Top N Customers with a Twist

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For Workout Wednesday week 46, Emma had a nice little twist on the standard top N scenario. Head over to her blog for the requirements.

I learned a bit about calculated sets and mixing them with parameters in calculations. Overall, not too bad. Good luck!

July 18, 2017

Tableau Tip Tuesday: Computed Sets vs. LODs

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While Eva was working on her #MakeoverMonday viz this week, she asked this question:
How can I identify the people that worked in both the Obama and Trump administrations using a calculation?


In this week's video, I show you how to answer questions like this with computed sets and level of detail expressions. I will also show you how to write an LOD to act like a set; I call it a boolean LOD.

Enjoy!

October 11, 2016

Tableau Tip Tuesday: How to Limit the Number of Marks in a View

In this week’s tip, I show you how to limit the number of marks that are displayed in a visualisation. The example I show will help prevent your users from creating line charts with too many different lines.

December 1, 2015

Tableau Tip Tuesday: How to Create a Single Filter with Multiple Levels of Aggregation

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This week's tip covers two scenarios which are based on a great question from Pablo Sáenz de Tejada, who recently finished his training at The Data School and is on his first placement at easyJet with Paul Chapman.

  1. First, Pablo wanted to know how he could create a single select filter that includes multiple levels of aggregation (e.g., State and Region)
  2. Can he include a custom level of aggregation in the same filter (e.g., a custom defined Region)?

With that question in mind, here is this week's tip.