A few concrete things worth trying, since scaffolding at the full 4.5M-row grain is exactly the kind of thing that hurts performance per Tableau's own guidance on efficient calculations:
- Pre-aggregate before you scaffold. If rolling12/future12 is really a KPI-per-month calculation, you don't need scaffolding at the full transaction grain — aggregate to month × KPI (and whatever dimensions matter) first, either in a SQL view/CTE at the database, a Tableau Prep flow, or custom SQL in your data source. That can shrink the row count you're scaffolding against by orders of magnitude, since the window logic only needs one row per month per KPI, not one row per underlying record.
- Do the rolling window as a table calc on the pre-aggregated result rather than a scaffold-based calc on full detail. Table calcs run after the query returns, so they're fast on a small post-aggregation result set but slow when it's still millions of rows.
- Switch to an extract (.hyper) if you're on a live connection — extracts are generally much faster for this windowed/rolling pattern than live queries against the full 4.5M-row source.
- If you want the heavy lifting to happen in the data source rather than Tableau's engine, an LOD expression gets compiled into the SQL as a nested select and pushed down to the database — that can outperform scaffolding since the database does the work instead of Tableau.
Official reference: Tableau's "Create Efficient Calculations" guide (
help.tableau.com/current/pro/desktop/en-us/perf_efficient_calcs.htm) covers exactly this LOD-vs-table-calc-vs-data-source tradeoff, plus there's a dedicated KB article on "Calculating a Rolling 12-Month Value with DATEDIFF()" (kb.tableau.com) as a non-scaffolding formula-based comparison.
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I have created the two parameters in the attached TWBX file.
Requirement:
- Parameter 1: Allows users to select a year.
- Parameter 2: Displays the year selected in Parameter 1 and shows the corresponding data for the selected year.
- At the dashboard level, whenever a user selects a year in the parameter-2, the dashboard should dynamically display the data related to the selected year.
I have attached image and workbook.
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Aujourd’hui, à 09:50 Sorry but the parameter list are set independently - i.e. they can not be change or culled based on the value selected from a different parameter - at least out of the box - there is a dasboard extension that can be used in some siturations - see https://jimdehner.com/2021/10/04/sets-and-filters-the-condition-and-top-n-tabs-what-do-they-do/
read the entire post then focus on the 7th example -
That said most users will use a mix of a single parameter and a relative value set or a single parameter and a set - they are easier to set up
the choice is yours
Hi ,
I have created a tableau calculation with If else statement to define various categories and below are the catgories i defined in the calculation Collaborations
'Chugai'
'pRED'
'CICor Projects'
Global Marketing & Medical Affairs'
Local Medical Affairs'
Business Enabling
License to Operate'
Productivity & Organizational Improvement'
Training & Education
Exploratory Research
Pioneer Sciences
Portfolio Enabling
Portfolio Other
ED
Pipeline Other
but some of the categories are not displaying due to other reasons like current phase and some other theme no are not existed in the data sources but i want to display all the categories mentioned in the formula as hard coded even if they have no data in the data source.
Ifyou see the screenshot ,only few of the categories are showing , not all the defined categoies in the formula and i want to display or hard code the defined categories in the formula even if they do not have data in teh data source.
How can achieve this in tableau , any one please advice. Thanks
#Tableau Desktop & Web Authoring
14 juil., 19:40 You could scaffold in all of your hard-coded values from a MS-excel worksheet:
Then join the above with your calculation for RC2 in the Data Source tab:
Left side is your RC2 calc, right side is the Excel worksheet Collaborations. Then in the actual worksheet of the workbook, you'll not use your RC2 calculation to display the rows, you'll use the new Collaborations (MS-excel) worksheet values instead:
Assuming you want to count those values from RC2, that is used in the Marks Card. As to why your results are null, well that's for you to correct. Please do not ask us to refine your calculation; our role is to supply you with the information you originally posted/requested. Attached is a mocked up workbook as we could not use your original workbook which is connected to Snowflake.
I have a dashboard
that I created in Tableau Desktop that I successfully published to Tableau Public. I made updates to it, and went to republish it to Tableau Public, but when I try to sign-in to Tableau Public, I receive this error:
The Tableau Desktop version I'm using is 2024.2.24 (20242.26.0606.0326).
#Tableau Public #Tableau Desktop & Web Authoring
14 juil., 19:57 Hi -- I have tried to sign-in using both my home and work networks, with a VPN and without a VPN, I updated Tableau Desktop -- all of which have not resolved the problem.
It seems like E-A-V architecture makes a lot of sense for our data, as different events have different properties, but I haven't worked with E-A-V database in Tableau before. It seems like it would create a mess of Joins, or I'd have to have a pretty over-the-top flow in Tableau Prep to shape it. Searching forums it doesn't look like there's much on using Tableau with Segment,io or E-A-V in general.
Does anyone have any thoughts or experience? What Database architecture would you use if not E-A-V, or how did you manage E-A-V with Tableau?
Hier, à 10:45 And I completely agree with the idea of building a flat reporting table. It saves you from messy joins and keeps Tableau happy. I've seen some folks use a wide table with sparse columns or a JSON field parsed in Tableau.
I have a dashboard with a search bar parameter. It works great, but if someone makes a spelling mistake or searching something not in the database, it will not show any results. Can I add an error message if no search is found? I was hoping an IF THEN statement could work.
My current code is: { FIXED [DISTRIBUTOR] : MAX(
IF CONTAINS(LOWER([PRODUCTS]), LOWER([Universal Search ]))
OR CONTAINS(LOWER([BRAND_FARM]), LOWER([Universal Search ]))
THEN 1
ELSE 0
END
) } = 1
From what I understand, it is a Boolean, so if I add another option besides True/False, then my parameter filter on the Search Results does not work.
I tried putting the "Oops" message in the place of the 0, and it does not show up on Search Results.
I am not a coder and barely understand the basics. Can I add an error message to say "Opps...try again with a similar word" in the code? I feel like it should be possible, but I do not want to spend weeks learning code to do this task.
13 juil., 12:35 In Tableau, if a search returns 0 results, the entire sheet becomes blank (empty rows). If the sheet is empty, any text generated by an "IF THEN" statement also disappears because there are no rows to display it on.
Instead, easiest way to achieve this is by using
Dashboard Layouts (Floating Objects)
.
Drag a
Text object (said "Opps...try again with a similar word") onto the dashboard as Floating
.
Hide the object behind your Worksheet.
If a serch returns 0 results, the worksheet disappears and Text will appear.
Hi Tableau Community,
I’m experiencing some challenges in combining data to create a hyper file, as I believe this would simplify the process of updating a 3-line chart with a new Excel worksheet each month. In Tableau Prep, one of the worksheets contains a unique column that differs from the others, which I need to retain for comparison purposes. However, when I connect it to Tableau Desktop, the data doesn’t read correctly.
Additionally, I’ve created a bar chart to compare the total number of documents (Actual Submission Total and Publish Date Total). However, it appears a bit unusual because all the months are displayed, which I suspect is due to the way the data is structured.
Could you please assist me with both of these issues?
Thank you!
#Tableau Desktop & Web Authoring #Tableau Prep
13 juil., 17:00 hello and welcome back.
Probably best to start from the beginning as it's been awhile since I last looked at the data. As I recall, there were a number of 'weekly' reports that were posted with your question, but really only the most recent one is likely useable because it adds new data to the historical data, so the latest one is the best one.
So, if using the one dated 2026-06-01, for June 1, 2026 for example, are you joining that worksheet called 'Complete List' with any other data from your post in Tableau Prep? Such as 'Report' worksheet from UPDATED Published Documents Report STEM_SB? If yes, what are you joining it on? Or could you post the packaged workbook as .tflx file format so that we better understand what you're trying to do.
Let's start with that question...as I wasn't able to open your originally posted Prep Flow to understand what has been done already, hence this first question. I think, based on what I'm seeing from the .hyper file is that a lot of your data is unioned in Prep and you'll probably only need to use the most recent weekly file, not all of them.
But we need to start with the basics first in understanding what's being joined to what in Prep...it might be simpler than originally believed.
I have a data set about student enrollment. It includes several enrollment statuses such as Returned and Graduated. These fields have values of zero and one. Each student should have exactly one status with a value of 1, while the rest should be zero. I would like to validate this by making Tableau Desktop total the students' values and see if each student's total is one or not.
The problem is that Tableau Desktop won't let me use Row Totals. Can you explain why, and how would you recommend performing the validation? A workbook with sample data is attached.
9 juil., 20:45 Hi, measure names and measure values is not a dimension of your data. It is an artificial/built in dimension not in your data, but in the worksheet metadata. Totals work only with dimensions/calculated dimensions in your data set.
On the other hand, I would modify your calc to handle null values (1+null = null) (1+zn(null)=1+0=1)
{ FIXED [Student ID] : SUM(
ZN([Grad Not Returned])
+ ZN([Grad Returned])
+ ZN([Grad Transfer])
+ ZN([Graduated])
+ ZN([Not Returned])
+ ZN([Returned])
+ ZN([Transfer])
) }
If this post resolves the question, would you be so kind to "Accept this Answer"?. This will help other users find the same answer/resolution and help community keep track of answered questions. Thank you.
Regards,
Diego Martinez
Tableau Visionary and Tableau Ambassador
When I publish a workbook to Tableau Cloud, the headers render white instead of black. When I reopen the workbook in Tableau Desktop, the headers display correctly in black. The issue appears to be specific to the publish/rendering process on Tableau Cloud.
Has anyone else experienced this? Is there a known fix or workaround that doesn't require me to just make text object headers?
#Tableau Desktop & Web Authoring #Tableau Cloud #Tableau
10 juil., 11:28 Thank you for confirming.
For example, can you check the settings of the problematic area in the workbook using the Web Editing interface on Tableau Cloud?
How about trying to change the header color in Web Editing as a test?
Format - Workbook
Format - Worksheet
Please note that the method for changing colors may differ depending on the location, such as Field Labels or Headers.
However, as part of isolating the issue, please try adjusting them first.
When I click on zone then Trim detail should expand. And When i click on Trim detail then dashboard 2 should open. Note: Dashboard 2 should open only after clicking on trim details and not zone.
It should look like this.
#Tableau Desktop & Web Authoring
10 juil., 07:08 Hi @Deepak Rai
,
Thanks for the reply. Your solution works when the sheet is displayed on the same dashboard. However, after clicking the first sheet on the first dashboard, I want the navigation to take me to the second dashboard.