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Tableau User Group board | Seattle (Washington State)

Hello!

 

I can't figure out why this isn't working, anyone have a minute to help me out?

 

I have actual sales for elapsed months, and forecast sales for future months.  I am trying to sum actual + future month forecast to get a projected year end.  Ultimately, I want to be able to drill to style by month, and have it show the sales for actual or projected value.  If you are the year, and want to drill to month and see January sales, it will show you actual.  You can look at August sales, and see the forecast.

 

Here is the formula I am using:

IF ISNULL([TY Act Sls $])=TRUE THEN [TY FC Sls $]

ELSE [TY Act Sls $]END

 

Here is the result:

Formula Help

 

The YE forecast is a sum of Actual + FC, when I am looking for actual only.  Month 1, should be 111,774 but is summing Actual and FC SLS.

Where there is no value in Actual, the Act/FC value is correct, it matches the FC.

 

I am sure this is simple, and maybe I need to walk away for a minute, but if this is an easy solve and you have a minute to respond, that would be super.

 

TY!

20 réponses
  1. 27 mai 2020, 19:59

    sorry - i changed the formula to this

     

    sorry - i changed the formula to this and now it returns this you have hard coded a lot of values in the series of calculations - don't know how you decided on 4 but the current max month in your datapastedImage_0.png

     

    and now it returns this

     

    pastedImage_1.pngpastedImage_1.png

     

    you have hard coded a lot of values in the series of calculations  - don't know how you decided on 4

     

    but the current max month in your data set is   {max(month(date)}

     

    Jim

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Hello,

Fairly new user and new to the forum, and I probably won't effectively pose this question, but here goes:

Is it possible to use a view as a filter when dealing with blended data sources?

 

Specifically, I have created a custom map from an Excel sheet and have created a relationship between data on that sheet and a different data source. Now I am trying (unsuccessfully) to use the map on a dashboard to filter other dashboard views that primarily have data from the other source. Any ideas on troublshooting, or directions to resources would be appreaciated.

 

Thanks!

1 réponse
  1. 28 mai 2020, 11:16

    good morning

    you are running into an order of operations issue  - Blending occurs at the worksheet level after all the dimensions in the underlying table for the sheet have been set and filter (think like a subset of the total data)

    the data from the secondary source are then aggregated at the level of the link  - further filter across the data sources is not possible

     

    If you can use a join you would avoid the problem or is you are on 2020.2 and can use a relationship it may work but I would need to see the work book and the data to be of more help

     

    BTW if you want to learn more about how the OOO affects your calculations see See it your way: Order of Operation

    Jim

    If this posts assists in resolving the question, please mark it helpful or as the 'correct answer' if it resolves the question. This will help other users find the same answer/resolution.  Thank you.

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Hello Seattle User Group!  This is my first post and I'm very happy to now be a part of this community. 

 

I think this is a pretty basic question but I wasn't able to find the answer on the desktop help page.  I have created a dashboard and now want to add a quick filter to it that I did not have on my sheet when I created the dashboard.  Do I need to create a completely new dashboard or am I just not seeing how to add this filter?  I'm currently using Tableau 7.0.

 

Thanks in advance!

 

Paul Kilian

4 réponses
  1. 2 avr. 2013, 17:26

    After you drop the sheet on the dashboard, select the sheet and click on the arrow in the upper right hand corner.  Scroll down to "Quick Filters"  and select the filter you would like from the sub menu.

     

    If the dimension you'd like to filter on is not there, go back to your original sheet and add that dimension pill to the detail shelf.  The dimension should now show up in the menu above.

     

    Under the menu on the filter legend you have the option of making if a global filter to apply to all sheets on the dashboard/in the workbook.  In T8 you have the additional option of applying it to selected sheets.

     

    Ping me if you have any questions and I'd be happy to walk over.

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Hello,

I am surprised that there are not any Seattle area TUGs scheduled.  Are they promoted in a different forum? 

3 réponses
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Hello, we have a mapping issue we are trying to see if we can troubleshoot with Tableau.  We have a number of work locations (100-200) with varying number of employees - say 1 -1500 employees - at different locations.  In order to keep some anonymity for one of our data studies, wondering if there is a logic or calculation that we could use that would group the locations based on proximity (street address) of the locations.  By example, if a location is within 5 miles of other locations, it would group them. 

 

Any help or ideas would be greatly appreciated.  Thanks.

1 réponse
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Hi all,

 

I just came across this group while looking for ways to get more involved in the Tableau community and build my skills in Tableau. I noticed the last time this group met was four months ago. Is there another user group in the Seattle area that meets more frequently?

2 réponses
  1. 3 déc. 2014, 18:24

    Hi Salman

     

    It was a pleasure to connect with you over a call recently.  Your ideas about the group were great!  I figured I would reply to your post too in case others were wondering about the next SeaTUG event.  I'm working on finalizing the venue and a few of the guests for a speaker panel, but will have an invite out soon.  Please save-the-date for January 14 or 15.  Again, thanks for reaching out and being engaged with the Tableau community!

     

    Anthony Gould

    Slalom Consulting

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Hi.  I am relatively new to Tableau, but am interested in interacting with other users, especially locally.  Is this group active?  Are there regular meetups? 

Is anyone else using Tableau for science and environmental data?

 

Thanks!

4 réponses
  1. 9 févr. 2016, 17:49

    Technically the site is still live but it seems that most notifications and activity is happening through LinkedIn

    https://www.linkedin.com/groups/2613271

     

    If you  want to attend the next SeaTUG meeting here is the link for the EventBrite location

    SeaTUG: Demystifying R-Integration Along With Some Practical Tips & Tricks Registration, Wed, Feb 24, 2016 at 5:00 PM | …

     

    Also, there is another Seattle area Tableau User Group that meets in Belleveue.  Their LinkedIn page is at

     

    https://www.linkedin.com/groups/8430183
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I must be missing something obvious. In the attached workbook under the "All Seasons FTE" worksheet, I want to create several sets: Peak, Non-peak, Full-time, Part-time to use as filters.

 

When I follow the usual procedure to create a set by selecting the appropriate marks and right-clicking, the usual interlocking circles icon does not appear. I can't get to the option to create groups, either. The problem may have something to do with the data, as I can create sets and groups elsewhere in the workbook. Any insight appreciated!

3 réponses
  1. 4 nov. 2016, 21:47

    Hi Nathan,

     

    I believe the reason the options for Groups and Sets are not available, is due to the fact that you are building this view using Measure Names and Measure Values. These, as opposed to using regular dimensions with one or several separate measures, do not support these functionalities.

     

    An alternative to enable this, would be to pivot your data to turn the Measure Names into a dimension, and all of their values into a single measure. See the following link for more information: Pivot Data from Columns to Rows

     

    The manipulations to do should be straightforward when working with an Excel file, which seems to be the case here. Let us know though, in case this is still unclear.

     

    Attached is the same workbook with the change performed already. Notice the fields "Pivot Field Names" and "Pivot Field Values" which are a consequence of this pivoting.

     

    Cheers,

     

    Timothy

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City of Seattle Open Data Mini-Hackathon

December 14 10AM - 3PM

Hosted by Tableau from Salesforce

City of Seattle Open Data Mini-HackathonDecember 14 10AM - 3PMHosted by Tableau from Salesforce** Registration is currently open- see link below ** Are you interested in using public data to design a** Registration is currently open- see link below **

 

Are you interested in using public data to design a dashboard that tells a story or highlights an issue in Seattle? Please join us for a mini-hackathon at the Tableau Fremont headquarters. No prior experience necessary, but spaces are limited. Anyone, regardless of experience, is welcome to form a team or join with others at the event. Tableau and City of Seattle developers and data experts will be available for coaching and technical help before and throughout the day and there will be optional workshops on civic design, using open data, and building dashboards. Any dashboarding or visualization tools can be used. Registration is required. 

 

Info and Registration:

forms.office.com/g/00QJMdrYKg 

1 commentaire
  1. 27 nov. 2023, 08:05

    Sounds like a great event @Steve Barham​ đź‘Ť

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