VizWiz

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Showing posts with label level of detail. Show all posts

July 24, 2025

How to Add Two Values to One Parameter in Tableau

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Most people think parameters can only hold one value. But what if I told you… you can hack them to hold two? In this quick tutorial, I’ll show you how to build a dynamic date range using just a single parameter... yes, really. You’ll get: ✅ The exact calculations ✅ Step-by-step setup ✅ A powerful technique few Tableau users know Get the data → https://data.world/vizwiz/coffee-chain-2041-2023 Get a copy of the workbook → https://nlt.kit.com/multi-parameter Interact with the workbook below the video...

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May 25, 2024

How to Calculate Year over Year Change in Tableau

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With Level of Detail Expressions, calculating year over year change is simple with the 7 steps.

April 30, 2024

How I Create a Unit Histogram in Tableau

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A unit histogram is a chart that shows the distribution of data points across a series of bins of a measure.

Unlike a traditional histogram that uses bars, a unit histogram consists of a set of marks, each representing a member of a dimension. 

In this example, our final result is a unit histogram showing the distribution of states by their average sales.

If you like this, you'll love Next-Level Tableau. You get over 175 hours of live training with me, 130+ on-demand videos, workshops, office hours, workbooks, data sets, lots of new videos each year, any new courses I create, and a great Community.

Get more info and sign up today at nextleveltableau.com.

April 13, 2024

25 Example to Help You Master Calculations in Tableau

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I guarantee that if you study these 25 examples, you'll be on your way to mastering Tableau calculations. 

Credits to Sara Hamdoun and Fuad Ahmed.

 

March 6, 2024

What does Level of Detail mean in Tableau?

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If you’re serious about learning Tableau, you must understand the level of detail of the view. Another way to think about it is the level of granularity.

This is essential for ensuring you know the aggregations that Tableau will perform as this will impact your analysis.

Here's a guide to help you:

March 5, 2024

11 Steps to Create KPIs & Sparklines in the Same Sheet in Tableau

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Want to cut the number of sheets you need in your KPI dashboard in half? These 11 simple steps will get much closer.

Steal the calcs to speed up your work.

P.S. If you like tips like this, remember to follow me on LinkedIn so you're notified about everyting I post. Content curated just for you, 3 times daily.

February 26, 2024

How I Create a Beeswarm Chart in Tableau

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Beeswarm charts a one method of showing distributions in a data set. I show you how to create one in this #MakeoverMonday livestream.

Download the workbook  |  Download the data



October 17, 2023

Enhancing Tableau Drill-Downs: Use LODs in Hierarchies

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Have you ever felt your drill-downs could be more insightful? Dive into this tutorial to see the magic of LOD expressions within hierarchies. 

This will help us unlock deeper insights and makes data exploration even more insightful. 

Whether you're well-versed in Tableau or just looking to level up your skills, there's something here for everyone. 

Get the workbook - Link

August 29, 2023

How to Compare YTD, QTD, MTD, WTD & Daily Sales in Tableau

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In this Tableau tutorial, I guide you step-by-step through creating a daily sales dashboard that covers all critical time frames: Year to Date (YTD), Quarter to Date (QTD), Month to Date (MTD), Week to Date (WTD), and Today. 

Learn how to calculate these metrics and compare them to previous periods, allowing for a dynamic view of your sales trends. This tutorial is perfect for sales managers, analysts, and anyone looking to gain insights from their sales data. 

What You'll Learn: 
- How to set up a simple daily sales dashboard in Tableau
- Calculating metrics for YTD, QTD, MTD, WTD, and Today
- Comparing these metrics to previous periods to identify trends
- Tips and tricks to make your dashboard visually appealing. 

No prior experience with Tableau is required. I guide you through the process with clear and simple explanations. 


July 4, 2023

Create 10 ACTIONABLE & IMPACTFUL KPIs in Tableau

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What is a KPI?

KPIs are measurable values that indicate how well a business is performing in achieving its key objectives and goals. They provide a clear and concise snapshot of critical areas within a business.


KPIs help to:

  • Monitor progress

  • Identify areas of improvement

  • Make data-driven decisions


In order to do this, KPIs must be tailored to specific goals and strategies.


Making KPIs Actionable

Here are 8 suggestions to ensure that KPIs are actionable and impactful.

  1. Align with business objectives

  2. Focus on relevance and simplicity

  3. Set measurable targets

  4. Collect accurate and timely data

  5. Visualize your KPIs

  6. Regularly review and update

  7. Add context

  8. Drill down


Actionable KPIs are vital for measuring performance and achieving results. You can drive your business forward by aligning data with goals and simplifying and visualizing KPIs effectively


Read more about KPIs in my newsletter here. Sign up so you don't miss any future newsletters at andykriebel.com.


⏬ DOWNLOAD the data, and starter and solution workbooks here. I would appreciate your support to continue making videos for you.

May 30, 2023

How to Create a Radial Bubble Chart in Tableau

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If you’re looking for something beyond the basic line chart in Tableau, this radial bubble chart might be exactly what you’re looking for. And the best part, it only takes 6 calculations and 8 steps. 

But be careful, this isn’t the easiest chart to read. Use it with caution and make sure you understand your audience.

A special thank you to Trea McElhone at The Data School for teaching me how to create this. I extended her work to do all of the calculations directly inside Tableau, which helps it be flexible for more use cases as I demonstrate.

DOWNLOAD the data and starter and solution workbooks for $2 (this covers the costs of making this and future videos):

I would appreciate your support, however, if you want the Excel files for free, download them here:

Sign up for my newsletter to get advance, exclusive viewing of all of my videos, tips for using Tableau, and exclusive discounts on products I create.

First, we’ll create all of the calculations.
Second, we’ll build and configure the chart.
Lastly, we’ll use parameters to customize the chart to make for a great user experience.

March 16, 2023

How to Dynamically Resize Marks in Tableau

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In this video, I show you how to resize marks (in this case circles) dependent on how many marks are in the view. For example, if all possible marks are in the view (100%), the circles should be small. If only 10% of possible marks are in the view, the circles should be large.

I show how to do this on a map, but it can be extended to scatter plots, box plots, dot plots, jittered bar chart, and more.

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

January 24, 2023

How to Select a Date Range with a Set Action

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In this tip, I going to show you how to use set actions to select a date range in a line chart and summarize the values in the selected area.

In just a few steps, I’ll show you how to:

1. Create the custom date and set
2. Use the set to create a reference band
3. Color the line within the reference band
4. Calculate the totals sales within the date range
5. Configure the set action

January 19, 2023

How to Calculate Day Over Day Change

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In this tip, I going to show you how to build 3 different KPI cards for measuring day over day change. In just a few steps, I’ll show you how to calculate:

  1. Sales for the most recent day
  2. Sales for the previous day
  3. Difference in sales between those two dates
  4. Percent difference in sales between those two dates

I'll then show you how to create these 3 different methods for displaying the KPIs so that you can create those that are most useful for your audience.


RESOURCES

  • Data - https://data.world/vizwiz/sample-car-sales
  • Month over Month Change - https://www.youtube.com/watch?v=ViD3vclgNv8
  • Year over Year Change - https://www.youtube.com/watch?v=YuxYr4_l2ww


December 8, 2022

How to Conduct Customer Retention & Cohort Analysis

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In this tip, I’m going to show you how to analyze customer retention and conduct cohort analysis in Tableau.

With cohort analysis you group your users based on a shared characteristic to better track and understand their behaviors. Cohort analysis is typically used to understand customer churn or retention.

Cohort analysis is nearly always done for an app launch.
  • First, down the view, the users are divided into cohorts based on when they first installed the app
  • Then, across the view, the users are tracked for 10 days after the launch to see who continued to use it.

Comparing these two groups allows us to see when users are churning so that we can then investigate why.


November 17, 2022

How to Create a 3 Level Scatterplot Drilldown

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If you want to drilldown multiple levels in a scatterplot, this tip is for you. In this tip, I show you have to create a 3 level drilldown with a scatterplot.

Naturally after I showed how to create a 3 level bar chart drilldown, someone immediately asked how to do it with a scatterplot. Unlike the bar chart drilldown, the scatterplot will only show you marks for the current level. 

For example:

  1. When I’m at the highest level, I see only regions.
  2. When I drill down one level, I only see States within the Region selected
  3. When I drill down one more level, I only see postal codes that are within the region and state I selected.

This example shows you how to drill down from Region to State to Postal Code. To use this for yourself:

  1. Download the workbook
  2. Copy all of the calculations into your workbook
  3. Swap out the dimensions

Note that you will need to recreate the sets and set actions. This will work with any combination of 3 dimensions.

October 24, 2022

#MakeoverMonday Week 43 - How have Major League Baseball Pitch Types Changed?

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This week's data set was pretty simple. We had 21 baseball seasons and a column for each pitch type. Pivoting the metrics made it much easier to work with for me as I could then split the view by pitch type.

During #WatchMeViz (below), I create a trellis view, showed how to create groups, sets, set actions, sparklines, LODs, custom number formatting, creating a mobile view, and more.

Thank you for tuning in. Here's the video and below is my visualization.

October 3, 2022

#MakeoverMonday 2022 Week 40 - Income Inequality Around the World

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Of course, as soon as I posted the data set this week, the UK PM decided to backtrack on the tax cuts she has promised before. In my opinion, this is a good. But it kinda made that part of the analysis irrelevant.

Still, though, I was curious to see how the UK compared to the rest of the World. During Watch Me Viz (below), I started by rebuilding the original chart, which I quite liked. I then looked at the data over time, but it was quite sparse and difficult to do any meaningful analysis of.

So I decided to stick with a single chart that looked like the original, but it includes all countries and some filtering options.

To learn how I approached the analysis and built the charts, watch the video below. My final dashboard is below the video.

Enjoy!


September 15, 2022

Table Calculations vs. Level of Detail Expressions - % of Total

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In this video, I show you the difference between table calculations and level of detail expressions with the % of total calculation. I review: 

  1. How to compute a % of total with a table calc 
  2. How to compute a % of total with an LOD 
  3. How filters impact these calculations 
  4. How context filters impact level of detail expressions 
  5. Tableau's order of operations 

Download the workbook here. Download the order of operations chart here.