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I have a complicated issue due to how the shareholders want the data displayed and the calculations involved. 

What I am trying to do is simply get for Month 1 for the [Projected Carry From Prior Month] to be  

Month 0 ([Shipments Calc] + Month 0 [LOD Actual Demand]) -  Month 0 [Forecast) resulting in 24,422 ((14,490 + 111,872)-101,940). 

 

I kept the Old Formula for the [Projected Carry From Prior Month] metric in the workbook as it is made up of three calculations. The issue is when i bring in [LOD Actual Demand] I get the error of cannot mix aggregate and non-aggregate. No matter what I try I cant get the error to fix unless I break the [LOD Actual Demand] by taking off the additional SUM in the formula which results in the wrong answer. Any help would be greatly appreciated. Tried multiple  

 

Expected End Result of formula: 

Month 0 is 0 by default since there is no carryover. So for  

Month 0 the calc should show 0,  

Month 1 the calc should show 24,422 

Month 2 the calc should show 12,844 

Month 3 the calc should show 13,756 

Hoping there is a Fix for this LOD

 

 resources before asking here and they could not figure this out 

 

#Tableau Desktop & Web Authoring  #LOD  #Formulas  #Tableau

2 件の回答
  1. 9月8日 13:42

    Thank you for the response. This is close to what I need but still have the same issue, due to the fact that I need to put it into a final LOD statement since the calculation is different for each month. Month 0 is 0 by default since there is no carryover. So for  

    Month 0 the calc should show 0,  

    Month 1 the calc should show 24,422 

    Month 2 the calc should show 12,844 

    Month 3 the calc should show 13,756 

     

    Month 2-3 calc = Prior Months (ZN([Forecast Demand Requred])-ZN([Deterioration Tons Forecast])) -ZN([Forecast]) 

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Need help with the following LOD called "LOD Line Weekly Past Due Tons". Its essentially tons that have not shipped from prior months up to the current Month (Month 0). I would expect 11,562 to appear on every Month Number. I can get that with a simple Exclude. however when trying to add to "Actual Demand" of 100,310 I get 111,348 instead of 111,562. See "LOD Actual Demand Week" for the formula where I expected to see 111,562. Any Ideas how to get this to be able to add across correctly. See Test Tab 2

 

#Tableau Desktop & Web Authoring  #LOD  #Formulas  #Tableau

2 件の回答
  1. 9月3日 22:07

    @Blake Swan

     

    Hi, you may use:

    SUM({ FIXED [Charter Product Type],

    [Customer Name],

    [Customer Number],

    [Market Segment],

    [Product Type],

    [Month Number In Relation To Current]:

    SUM(

    IF [Month Number In Relation To Current] = 0

    THEN [Actual Demand]

    END

    )

    })

    +

    SUM({ SUM([Line Weekly Past Due Tons])

    })

    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 

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Hey 🛑 Tableau #datafam#datafam and Salesforce  #Tableau_next#Tableau_next

 users -  

 Want to level-up your mapping game or not certain which chat type to use with your data? Help is on the way at our September 2nd virtual meeting - you just need to save a spot at 

https://lnkd.in/gkb5kNXS

 and we'll see you there -- 

All are welcome 

#Tableau Cloud #Tableau Server #Tableau Public 

 

Hey 🛑 Tableau and Salesforce users - Want to level-up your mapping game or not certain which chat type to use with your data?

1 件のコメント
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Hi, I have a table that has a large data set behind it that takes awhile to load. Is there a way to not have the table appear unless one of the filters is selected? I'm using tableau online. Thanks. 

 

#Tableau  #Tableau Cloud

7 件の回答
  1. 8月31日 17:00

    For you to see the True option, make sure only 1 set has a member selected before you add the filter, or all sets do. You can edit set membership from the data pane.

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I have a tableau dashboard that looks like below 

 

How to compute ratio of a specific cell within a table

My objective is to do the below 

 

a) Compute the % of "Oneill Ltd" (from product family column) that makes up the total sales including other product family values 

 

b) I want to store that ratio output in a seperate calculated field. 

 

When I tried the tableau inbuilt feature table calculation, it is computing the ratio for all rows (which I don't want). I want to now the ratio/percentage of "Oneill ltd" only 

 

#Tableau  #Trailhead  #Tableau Desktop & Web Authoring  #Tableau Public

1 件の回答
  1. 8月27日 22:03

    Hi, @SSMK A

    I may still not fully understand what you’re trying to achieve, but are the values shown in the Sample diagram what you’re referring to? 

    For checking purposes, I’ve displayed each value as well. 

     

    Since the processing is done with an LOD calculation, please be aware that if you need any filter operations, you’ll have to use a Context Filter. 

     

    <sample>Hi, I may still not fully understand what you’re trying to achieve, but are the values shown in the Sample diagram what you’re referring to? For checking purposes, I’ve displayed each value as well.

     

    <calc>image.pngimage.pngimage.png

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Tableauで長文コメントを表示する方法について相談です。 

 

ダッシュボードで、各グラフに対する報告コメントを表示したいと考えています。 

 

現在検討している運用は以下の通りです。 

・Excelで入力用フォーマットを作成する 

・フォーマットにはダッシュボード内の各グラフに対応する項目(グラフA、グラフB、グラフCなど)を持たせる 

・マネージャーがExcelにコメントを入力する 

・TableauでそのExcelをデータソースとして取り込み、コメント表示用のシートを作成する 

・ダッシュボード上ではコメント欄を表示/非表示できるように配置する 

 

また、上記の実現方法において以下の点を教えていただきたいです。 

 

①Excelに入力された長文コメントを、Tableau上でそのままテキスト表示できますか? 

②Excelセル内の改行はTableau上でも維持して表示できますか? 

③1つのグラフに対するコメントとして自然な見た目で表示できますか? 

 (複数段落や箇条書き、数行の所感コメントなど) 

④Tableau側で実質的な文字数制限や表示上の制約はありますか? 

⑤データソースはExcel(.xlsx)のまま利用するのが一般的でしょうか?それともCSV化した方がよいでしょうか? 

⑥CSVを利用する場合、カンマ以外にも入力時に注意すべき文字や制約はありますか? 

 

他にもおすすめのデータ構造や実現方法があればご教示いただきたいです。 

よろしくお願いします。 

 

----[English]------------------------------------------------------------------------------------------------------------------------------

I would like to display managerial comments for each chart in a Tableau dashboard.

Currently, I am considering the following approach:

  • Create an Excel template for comment entry.
  • The template would contain fields corresponding to each chart in the dashboard (e.g., Chart A, Chart B, Chart C, etc.).
  • Managers would enter their comments into the Excel file.
  • Tableau would use the Excel file as a data source and create a worksheet dedicated to displaying comments.
  • The comment section would then be placed on the dashboard and shown/hidden as needed.

I would appreciate your advice on the following points:

  1. Can long-form comments entered in Excel be displayed in Tableau as-is?
  2. If a user inserts line breaks within an Excel cell, will those line breaks be preserved when displayed in Tableau?
  3. Can comments be displayed in a way that looks natural for a single chart, such as: 
    • Multiple paragraphs
    • Bullet-point style comments
    • Several lines of narrative commentary
  4. Are there any practical character limits or display constraints in Tableau when showing long text?
  5. Is it more common to use an Excel (.xlsx) file directly as the data source, or would CSV be a better option for this use case?
  6. If CSV is recommended, are there any characters or formatting considerations (besides commas) that users should avoid when entering comments?
  7. Are there any recommended data structures or alternative approaches for implementing this type of comment management process?

If anyone has implemented a similar solution for management reporting or executive dashboards, I would greatly appreciate any recommendations, lessons learned, or best practices.

Thank you in advance for your help. 

 

#Tableau Desktop & Web Authoring  #Tableau

2 件の回答
  1. 8月25日 12:55

    @Kasumi Kikugawa unfortunately you will be constrained / limited by an internal character limit in Tableau.  Depending on the data source it is 255 to 1024 characters maximum.  There may be a workaround to extend that using a solution from Interworks: https://interworks.com/blog/tmccullough/2013/12/20/displaying-long-text-fields-tableau-excel or changing the DB/SQL Server type to a larger value: https://furtherrandomthunks.wordpress.com/2012/12/13/tableau-and-the-1k-string-limiting-with-sql-server/

     

     

    Another option might be in the Tableau Exchange Gallery, using a Write Back extension in the dashboard.  There are several, but you'll need to explore with each developer as to any constraints or limitations:

    https://exchange.tableau.com/search?q=write+back

      Those are probably your better options. 

     

    Ref:

    https://kb.tableau.com/QuickFix?id=kA432000000PMmR⟨=en-gb

     

     

    If this response answered your question, please mark it as an Accepted Answer? 

    This way, others searching for similar solutions will find the answer faster in the future.

     

    Best, Don Wise (Tableau Ambassador)

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I have several dashboards based on region. I would like to combine them to be one dashboard with the ability to filter by region, object, etc. 

 

I haven't found a way to do this as of yet. I'm in analtyics studio and I'm not sure how to connect the dashboards. 

 

Help please. 

 

#CRM Analytics  #Tableau  #Dataset Recipe

1 件の回答
  1. 8月19日 14:49

    In CRM Analytics you do not actually 'connect' separate dashboards, the pattern is to build ONE dashboard and use Global Filters to slice it by region/object/etc. How you get there depends on whether your regional dashboards sit on the same dataset or different ones: 

     

    If they are all on the same dataset (the easy case): 

    Create a single new dashboard on that dataset, add the charts/widgets you want, then add Global Filters (the filter panel in the dashboard editor) on Region, Object, and any other fields. Widgets built on the same dataset facet together automatically, so one Region selection filters everything at once. That gives you the 'one global dashboard, filter by region' behaviour you are describing. 

     

    If each region is a separate dataset: 

    You first need them in one dataset, otherwise a single Region filter has nothing common to filter on. Use a Recipe (Data Prep) to UNION the regional datasets into one combined dataset, and if a 'Region' column is not already on each, add it in the recipe so every row is tagged with its region. Then build your single dashboard on that combined dataset and add the Global Filters as above. Since you tagged Dataset Recipe, this is likely your path. 

     

    A couple of pointers: 

    - Global Filters live in the dashboard's filter panel and apply to every widget bound to that dataset, pin them so they persist. 

    - If you keep widgets from more than one dataset in the same dashboard they will not auto-facet, you connect them with bindings, or cleaner, unify into one dataset via the recipe so faceting just works. 

     

    Net: do not try to link the existing dashboards, rebuild as one dashboard on a single (recipe-combined, if needed) dataset, then Global Filters give you the region/object slicing. 

     

    If this helps, please mark it as the Best Answer so it helps the next person. Thanks :)

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Vaibhav Singh が「#Mcp」で投稿

How to do the enterprise level setup of Tableau MCP with Claude. Say if I have 200 claude licenses do I need to do configuration on all those 200 devices for the same site in order to have my MCP client running? @tableau AI

#Mcp #Tableau Agent #Tableau #Tableau Cloud
1 件のコメント
  1. 8月24日 18:15

    Hi Vaibhav, 

     

    You won't need to touch all 200 devices individually. You'd configure the Tableau MCP connection once, centrally, and push it out to devices via your org's device-management solution. Each user still authenticates to Tableau individually, so they'll only see the content they're already authorized for. 

    Also, for Tableau Cloud, Tableau is moving to a hosted Tableau MCP — no self-hosting or maintaining a server on your end. It uses OAuth 2.1 and is built for enterprise-scale deployment. 

    So the flow becomes: 

    Admin → Central MCP configuration → Claude users → OAuth → Tableau Cloud 

    Not 200 separate setups — one centralized config, with individual auth and permissions still intact. 

     

    Regards 

    Rajneesh 

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I have 3 custom SQL's , they are all same queries but due to some filter conditions , i need to separate them into 3 custom SQL's rather than a single Custom SQL,. Is it possible to Union these 3 custom SQLs in tableau  Desktop?  They are from  the same database connection. Thanks

5 件の回答
  1. 8月12日 4:23

    You can do the Union in your first Custom SQL script itself as shown below 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition1  

    UNION ALL 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition2 

    UNION ALL 

    SELECT A,B,C 

    FROM XYZ 

    WHERE Condition3  

     

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Hello Everyone, 

 

I have a hierarchy table and the measure columns with labels like below keep changing their position depending on my hierarchy level. However, I want the labels to stay intact. Can someone help me here please. I attached the tableau workbook file 

 

How to retain the measure label in a hierarchy layout

 

#Tableau  #Tableau Desktop & Web Authoring  #Format Column  #Tableau Server

5 件の回答
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