I have done hours of searching on this topic, and I haven't been able to figure it out.
I am trying to create a Gantt Chart that looks like this:
The problem is, my data is structured like so.
Loan Number
Application Date
Appraisal DateSigning DateFunding Date
Closing Date (Etc.. etc.. etc..)11/2/20151/10/20152/5/20152/9/20152/15/201523/16/20163/19/20164/2/2016
4/8/2016
4/15/2016
I have around 15 different dates that need to be tracked, so reordering the data with Start and End dates would cause me to have an extremely large amount of records and isn't very feasible.
Is there any way to show more than 2 dates (by using dual axis)? Is this a limitation that Tableau will never be capable of, or is it just something that hasn't been implemented?
In addition, I need to add Due Dates as shapes on the individual loan rows and cannot figure out how to achieve this, even with restructuring data.
Thank you.
You could create two custom SQL Queries;
The first to fetch your parent data for the loan, second to select the dates;
i.e.
SELECT
[Sheet1$].[Purpose] AS Purpose,
[Sheet1$].[Loan Number] AS LoanNumber,
[Sheet1$].[Borrower Last Name] AS BorrowerLastName,
[Sheet1$].[Borrower First Name] AS BorrowerFirstName,
[Sheet1$].[Product Type] AS ProductType,
[Sheet1$].[SML] AS SML,
[Sheet1$].[MD] AS MD,
[Sheet1$].[Processor] AS Processor,
[Sheet1$].[Lien Type] AS LienType,
[Sheet1$].[Loan Amount] AS LoanAmount,
[Sheet1$].[LTV] AS LTV,
[Sheet1$].[County] AS County,
[Sheet1$].[Borrower Employer] AS BorrowerEmployer,
[Sheet1$].[Pre Approval] AS Preapproval
FROM [Sheet1$]
Then your second source could be the date union;
SELECT
[Sheet1$].[Loan Number] as LoanNumber,
[Sheet1$].[Application Date] as [Start Date],
[Sheet1$].[Appraisal Date] as [End Date],
"Application" as Phase
FROM [Sheet1$]
UNION ALL
.......
Then join the sources on the Loan Number
This approach will cut down on the SQL somewhat. I know it's still 'long', but after you do it once it's one and done right?
My 'day number' example was achieved by creating a number of calculated fields i.e. AppToAppraisal: datediff('day',[Application Date],[Appraisal Date])
Create one of those for each phase, drop measure values onto the column shelf, measure names onto the color and label part of the marks bar. You could then go forward and drop the individual dates onto the label or tooltip.
